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HOUSE_OVERSIGHT_030844 - HOUSE_OVERSIGHT_030847
The J.P. Morgan View: Local forces are dominating
From: US GIO <[email protected]>Mar 29, 2013
2 mentions
Page HOUSE_OVERSIGHT_030845
na. As within DM, we see a lot of divergences within EM and prefer to focus on under-owned markets with good domestic demand story such as Mexico and Malaysia. See "Consensus Asset Allocation", Adrian Mowat and team, Mar 26th. Open overweights in Mexican and Malaysia equities vs MSCI EM. • For long-term inv
Page: HOUSE_OVERSIGHT_030845 →Page HOUSE_OVERSIGHT_030846
ent decline by the summertime. Commodities • Commodities rallied this week, up almost 2%, led by energy. We went tactically long Brent in last week's J.P. Morgan View as we believed that the correction in oil markets had brought prices too far below our price forecast of $112/bbl. Since then Brent is up around 1.5%
Page: HOUSE_OVERSIGHT_030846 →Page HOUSE_OVERSIGHT_030850
na. As within DM, we see a lot of divergences within EM and prefer to focus on under-owned markets with good domestic demand story such as Mexico and Malaysia. See "Consensus Asset Allocation", Adrian Mowat and team, Mar 26th. Open overweights in Mexican and Malaysia equities vs MSCI EM. • For long-term inv
Page: HOUSE_OVERSIGHT_030850 →Page HOUSE_OVERSIGHT_030851
ent decline by the summertime. Commodities • Commodities rallied this week, up almost 2%, led by energy. We went tactically long Brent in last week's J.P. Morgan View as we believed that the correction in oil markets had brought prices too far below our price forecast of $112/bbl. Since then Brent is up around 1.5%
Page: HOUSE_OVERSIGHT_030851 →HOUSE_OVERSIGHT_031114 - HOUSE_OVERSIGHT_031117
The J.P. Morgan View: Local forces are dominating
From: US GIO <[email protected]>Mar 29, 2013
2 mentions
Page HOUSE_OVERSIGHT_031115
na. As within DM, we see a lot of divergences within EM and prefer to focus on under-owned markets with good domestic demand story such as Mexico and Malaysia. See "Consensus Asset Allocation", Adrian Mowat and team, Mar 26th. Open overweights in Mexican and Malaysia equities vs MSCI EM. • For long-term inv
Page: HOUSE_OVERSIGHT_031115 →Page HOUSE_OVERSIGHT_031116
ent decline by the summertime. Commodities • Commodities rallied this week, up almost 2%, led by energy. We went tactically long Brent in last week's J.P. Morgan View as we believed that the correction in oil markets had brought prices too far below our price forecast of $112/bbl. Since then Brent is up around 1.5%
Page: HOUSE_OVERSIGHT_031116 →Sponsored
Mutual Connections (16)
Entities connected to both Malaysia and J.P. Morgan View
JPMorgan Chase
ORGANIZATION28 w/ Malaysia·3 w/ J.P.
Cyprus
LOCATION28 w/ Malaysia·3 w/ J.P.
Matthew Lehmann
PERSON8 w/ Malaysia·3 w/ J.P.
KU
Kuroda
PERSON7 w/ Malaysia·3 w/ J.P.
Leo Evans
PERSON6 w/ Malaysia·3 w/ J.P.
John Normand
PERSON7 w/ Malaysia·2 w/ J.P.
NP
Nikolaos Panigirtzoglou
PERSON6 w/ Malaysia·3 w/ J.P.
SG
Seamus Mac Gorain
PERSON6 w/ Malaysia·3 w/ J.P.
JL
Jan Loeys
PERSON6 w/ Malaysia·2 w/ J.P.
MSCI EM
ORGANIZATION5 w/ Malaysia·2 w/ J.P.
AM
Adrian Mowat
PERSON4 w/ Malaysia·3 w/ J.P.
J.P. Morgan Securities plc
ORGANIZATION4 w/ Malaysia·3 w/ J.P.
European Credit
ORGANIZATION3 w/ Malaysia·3 w/ J.P.
European Financials
ORGANIZATION3 w/ Malaysia·3 w/ J.P.
K. Gupta
ORGANIZATION3 w/ Malaysia·3 w/ J.P.
F. Diamond
ORGANIZATION2 w/ Malaysia·2 w/ J.P.