Document Mentions (4 shared documents)

EFTA02686105

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World Economic Forum Vice-President, Policy, Government and Chevron Corporation Public Affairs Founder and Chief Executive Officer Cinepop USA Philippines Switzerland People's Republic of China People's Republic of China People's Republic of China People's Republic of China USA USA Philippines

Markets and Chief Adviser to the Chief Operating Officer Jose Sergio Azevedo President and Chief Executive Officer Petroleo Brasileiro SA Brazil Petrobras Azman Mokhtar Managing Director Khazanah Nasional Berhad Malaysia Louis Bacon Chief Executive Officer and Chairman Moore Capital Management: U

EFTA00301083

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kok 10500. Indonesia: PT J.P. Morgan Securities Indonesia is a member of the Indonesia Stock Exchange and is regulated by the OJK a.k.a. BAPEPAM LK. Philippines: J.P. Morgan Securities Philippines Inc. is a Trading Participant of the Philippine Stock Exchange and a member of the Securities Clearing Corporati

ced against higher project risk. - Swirling currents in Latin America. The one soft spot is LatAm where margins should appreciably improve in 2015. Petrobras has agreed to re-tender the drilling contracts on lower activity levels, with costs right-sizing by 2Q15. Mexico reform is getting close and onshor

EFTA01466396_sub_001 - EFTA01466396_100

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997; equities expensive 31 Malaysia — low-beta but fundamentally without merit 33 Thailand — tempting only to a tactical contrarian 34 Philippines — superior fundamentals more than priced in 35 LATIN AMERICA 37 Brazil — cheap but fundamentals continue to deteriorate 37 Mexico —

oth absolute terms and relative to their private sector peers (Figure 58). The outstanding company specific issue at present is the extent to which Petrobras is forced to subsidise the rest of the economy via both product prices which impose losses on the company, and also through a very demanding local