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morgan.com 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 [email protected] J.P. Morgan Securities ple Matthew Lehmann (44-20) 7134-7813 [email protected] J.
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 →Nikolaos Panigirtzoglou (44-20) 7134-7815 HOUSE_OVERSIGHT_030846 --- PAGE BREAK --- [email protected] J.P. Morgan Securities plc Seamus Mac Gorain (44-20) 7134-7761 [email protected] J.P. Morgan Securities plc Matthew Lehmann (44-20) 7134-7813 [email protected] J.P. Morg
Page: HOUSE_OVERSIGHT_030847 →[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.P. Morgan Securities p/c Matthew Lehmann (44-20) 7134-7813 [email protected] J.P. Morg
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 →Nikolaos Panigirtzoglou (44-20) 7134-7815 HOUSE_OVERSIGHT_031116 --- PAGE BREAK --- [email protected] J.P. Morgan Securities plc Seamus Mac Gorain (44-20) 7134-7761 [email protected] J.P. Morgan Securities plc Matthew Lehmann (44-20) 7134-7813 [email protected] J.P. Morg
Page: HOUSE_OVERSIGHT_031117 →Entities connected to both Seamus Mac Gorain and Adrian Mowat

Matthew Lehmann
PERSON
JPMorgan Chase
ORGANIZATIONJan Loeys
PERSON
John Normand
PERSON
Malaysia
LOCATIONNikolaos Panigirtzoglou
PERSONMSCI EM
ORGANIZATION
Leo Evans
PERSON
Cyprus
LOCATIONFX Markets Weekly
ORGANIZATION
Ecuador
LOCATION
Philippines
LOCATION
Joyce Chang
PERSON
K. Gupta
ORGANIZATION
New Zealand
LOCATION
Venezuela
LOCATION
J.P. Morgan View
ORGANIZATIONKuroda
PERSON
European Economic Area
LOCATIONEuropean Credit
ORGANIZATION