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212) 834-5874 [email protected] JPMorgan Chase Bank NA John Normand (44-20) 7134-1816 [email protected] J.P. Morgan Securities ple Nikolaos Panigirtzoglou (44-20) 7134-7815 [email protected] J.P. Morgan Securities ple Seamus Mac Gorain (44-20) 7134-7761 seamus.macgorain@jpmorgan
Page: HOUSE_OVERSIGHT_026572 →come Markets, Pavan Wadhwa and Fabio Bassi Emerging Markets Outlook and Strategy, Joyce Chang Key trades and risk: Emerging Market Equity Strategy, Adrian Mowat et al. Flows and Liquidity, Nikos Panigirtzoglou et al. Description of YTD Chart on front page: Returns in USD. “Local currency. “*Hedged into USD.
Page: HOUSE_OVERSIGHT_026573 →The J.P. Morgan View: Local forces are dominating
s 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 investors we just released our quarterly publicatio
Page: HOUSE_OVERSIGHT_030845 →ys (1-212) 834-5874 [email protected] JPMorgan Chase Bank NA John Normand (44-20) 7134-1816 [email protected] J.P. Morgan Securities plc Nikolaos Panigirtzoglou (44-20) 7134-7815 HOUSE_OVERSIGHT_030846 --- PAGE BREAK --- [email protected] J.P. Morgan Securities plc Seamus Mac Gorain (44-2
Page: HOUSE_OVERSIGHT_030846 →AC (1-212) 834-5874 [email protected] JPMorgan Chase Bank NA John Normand (44-20) 7134-1816 [email protected] J.P. Morgan Securities plc Nikolaos Panigirtzoglou (44-20) 7134-7815 [email protected] J.P. Morgan Securities plc Seamus Mac Gorain (44-20) 7134-7761 [email protected] J
Page: HOUSE_OVERSIGHT_030848 →amy Global Fixed Income Markets, Fabio Bassi Emerging Markets Outlook and Strategy, Joyce Chang Key trades and risk: Emerging Market Equity Strategy, Adrian Mowat et al. Flows and Liquidity, Nikos Panigirtzoglou et al. Description of YTD Chart on p. 1: Returns in USD. *Local currency. **Hedged into USD. Euro Fi
Page: HOUSE_OVERSIGHT_030849 →The J.P. Morgan View: Local forces are dominating
s 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 investors we just released our quarterly publicatio
Page: HOUSE_OVERSIGHT_031115 →ys (1-212) 834-5874 [email protected] JPMorgan Chase Bank NA John Normand (44-20) 7134-1816 [email protected] J.P. Morgan Securities plc Nikolaos Panigirtzoglou (44-20) 7134-7815 HOUSE_OVERSIGHT_031116 --- PAGE BREAK --- [email protected] J.P. Morgan Securities plc Seamus Mac Gorain (44-2
Page: HOUSE_OVERSIGHT_031116 →Entities connected to both Nikolaos Panigirtzoglou and Adrian Mowat

JPMorgan Chase
ORGANIZATION
Matthew Lehmann
PERSON
Malaysia
LOCATIONSeamus Mac Gorain
PERSONJan Loeys
PERSON
John Normand
PERSONFX Markets Weekly
ORGANIZATIONthe Mexican Stock Exchange
ORGANIZATIONthe Korea Financial Supervisory Service
ORGANIZATION
Philippines
LOCATIONthe Indonesia Stock Exchange
ORGANIZATION
J.P. Morgan View
ORGANIZATIONthe Securities and Futures Commission
ORGANIZATIONEuropean Credit
ORGANIZATION
New Zealand
LOCATION
Leo Evans
PERSON
K. Gupta
ORGANIZATIONKuroda
PERSONMSCI EM
ORGANIZATIONthe Central Bank of Brazil
ORGANIZATION