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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 →olved 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 Nikolaos Panigirtzoglou (44-20) 7134-7815 HOUSE_OVERSIGHT_030846 --- PAGE BREAK --- [email protected] J.P. Morgan Securities plc
Page: HOUSE_OVERSIGHT_030846 →Matthew Lehmann (44-20) 7134-7813 [email protected] J.P. Morgan Securities plc Leo Evans (44-20) 7742-2537 [email protected] J.P. Morgan Securities plc YTD returns through Mar 27 %, equities are in lighter color. Topix* | S&P500 MSCI AC World* MSCI Europe* US High Yield GSCI TR Global Gov Bonds** Eur
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 →olved 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 Nikolaos Panigirtzoglou (44-20) 7134-7815 HOUSE_OVERSIGHT_031116 --- PAGE BREAK --- [email protected] J.P. Morgan Securities plc
Page: HOUSE_OVERSIGHT_031116 →Entities connected to both Adrian Mowat and J.P. Morgan Securities plc

JPMorgan Chase
ORGANIZATION
Malaysia
LOCATION
Matthew Lehmann
PERSON
Cyprus
LOCATIONNikolaos Panigirtzoglou
PERSONSeamus Mac Gorain
PERSON
Leo Evans
PERSONKuroda
PERSONEuropean Financials
ORGANIZATION
John Normand
PERSON
K. Gupta
ORGANIZATIONEuropean Credit
ORGANIZATION
J.P. Morgan View
ORGANIZATIONMSCI EM
ORGANIZATIONJan Loeys
PERSON
F. Diamond
ORGANIZATION