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hed markets lower triggered by a sharp 10% fall in the Mothers index. Exporters continued to outperform domestic names on back of the JPY move. The Kospi managed only a modest gain as volumes remained low and local institutions remained sidelined ahead of tomorrow's options expiry and BOK rate decisio
split) (trading +6%) • Zillow swung to loss as costs jumped but raised 2013 sales forecast range (trading -4.5%) • Former SC Republican Governor Sanford defeats Democrat Colbert to secure House seat (WSJ) • Coty may be renewing IPO plans ($700M offering could come as soon as next month) (FT) • DE
ell Rebalance on the close of trading July 1 — Mark Camey takes over as BOE Governor September — German elections Ike Groff 1680 Washington Blvd I Stamford, CT 069011 in EFTA00390707 ,Description: Descrintion: This e-mail and any files transmitted with it are confidential and intended only for the p
ti-corruption agency is investigating their chairman. Shanghai saw a late day rally after struggling most of the day on IPO resumption concerns. The Kospi managed to close above 2000 as foreign and pension money helped lend support and Taiwan closed higher, driven by Largan (+6.5%) and Asustek(+4.5%).
, WHR) Key Events on the Horizon May 5 - Ira Sohn Conference NYC 9 (link) May 17 — Portugal exits bailout program Ike Groff 1680 Washington Blvd 'Stamford, CT 069011 EFTA00370853 ,Description: Descrintion: This e-mail and any files transmitted with it are confidential and intended only for the pers
led to hold the 99 level in the AM session but regained it for the PM, further boosting exporters. Retail was also supportive with Mothers +11%. The Kospi, on the other hand, underperformed as it was weighed from rotation out of South Korea (especially autos) and into Japan. Outside of Japan, the RBA u
sell Rebalance on the close of trading July 1 — Mark Camey takes over as BOE Governor September — German elections Ike Groff 1680 Washington Blvd 'Stamford, CT 069011 It ,Description: Descrintion: I@ This e-mail and any files transmitted with it are confidential and intended only for the person or en
.2% q/q vs est +0.5%. AUD testing parity after the RBA cut its 2013 inflation forecast and reiterated forecast for below trend growth this year. The Kospi lagged the region -1.75% and gave back yesterday's surprise rate cut gains as exporters slumped on the won strength and Samsung closed -2.57%. Euro
ell Rebalance on the close of trading July 1 — Mark Camey takes over as BOE Governor September — German elections Ike Groff 1680 Washington Blvd I Stamford, CT 069011 It ty]Description: Description: This e-mail and any files transmitted with it are confidential and intended only for the person or enti
Entities connected to both Kospi and Stanford University

Lesley Groff
PERSONIke Groff
PERSON
Ghislaine Maxwell
PERSON
George W. Bush
PERSONWashington Blvd '
ORGANIZATION
Washington D.C.
LOCATION
Bloomberg L.P.
ORGANIZATION
Barack Obama
PERSON
Donald Trump
PERSON
Michigan
LOCATION
Seattle
LOCATION
William Barr
PERSON
Atlanta
LOCATION
Houston
LOCATION
Angela Merkel
PERSON
George Soros
PERSON
David Cameron
PERSON
Barron
PERSONBaird
PERSON
United Kingdom
LOCATION