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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 →[email protected] J.P. Morgan Securities plc 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 If you no longer wish to receive these e-mails then click here to unsubscri
Page: HOUSE_OVERSIGHT_030847 →[email protected] J.P. Morgan Securities p/c 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&P50
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 →[email protected] J.P. Morgan Securities plc 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 If you no longer wish to receive these e-mails then click here to unsubscri
Page: HOUSE_OVERSIGHT_031117 →Entities connected to both Adrian Mowat and Leo Evans

JPMorgan Chase
ORGANIZATION
Matthew Lehmann
PERSON
Malaysia
LOCATIONSeamus Mac Gorain
PERSON
John Normand
PERSON
Cyprus
LOCATIONJan Loeys
PERSONNikolaos Panigirtzoglou
PERSONJ.P. Morgan Securities plc
ORGANIZATIONMSCI EM
ORGANIZATION
J.P. Morgan View
ORGANIZATIONEuropean Financials
ORGANIZATIONKuroda
PERSONEuropean Credit
ORGANIZATION
K. Gupta
ORGANIZATIONFX Markets Weekly
ORGANIZATIONAgriculture Weekly
ORGANIZATIONthe Indonesia Stock Exchange
ORGANIZATIONthe Johannesburg Securities Exchange
ORGANIZATIONthe Securities and Futures Commission
ORGANIZATION