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use for our own global growth forecast. More details in ... Global Data Watch, Bruce Kasman and David Hensley Global Markets Outlook and Strategy, Jan Loeys, Bruce Kasman, et al. US Fixed Income Markets, Terry Belton and Srini Ramaswamy Global Fixed Income Markets, Pavan Wadhwa and Fabio Bassi Emerging
Page: HOUSE_OVERSIGHT_026573 →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 →ntracts has doubled since we put the trade on in December. We stay long as we think these logistical issues are unlikely to be resolved anytime soon. Jan Loeys (1-212) 834-5874 [email protected] JPMorgan Chase Bank NA John Normand (44-20) 7134-1816 [email protected] J.P. Morgan Securities plc Ni
Page: HOUSE_OVERSIGHT_030846 →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 →ntracts has doubled since we put the trade on in December. We stay long as we think these logistical issues are unlikely to be resolved anytime soon. Jan Loeys (1-212) 834-5874 [email protected] JPMorgan Chase Bank NA John Normand (44-20) 7134-1816 [email protected] J.P. Morgan Securities plc Ni
Page: HOUSE_OVERSIGHT_031116 →Entities connected to both Jan Loeys and Adrian Mowat

JPMorgan Chase
ORGANIZATION
Matthew Lehmann
PERSONSeamus Mac Gorain
PERSON
John Normand
PERSON
Malaysia
LOCATIONNikolaos Panigirtzoglou
PERSONMSCI EM
ORGANIZATION
Leo Evans
PERSONFX Markets Weekly
ORGANIZATIONthe Philippine Stock Exchange
ORGANIZATION
Philippines
LOCATION
Hungary
LOCATION
New Zealand
LOCATION
Venezuela
LOCATIONthe Indonesia Stock Exchange
ORGANIZATIONthe Central Bank of Brazil
ORGANIZATION
Uruguay
LOCATION
the Ministry of Finance
ORGANIZATIONKalina
LOCATIONGlobal Data Watch
ORGANIZATION