Epstein Secrets

11/13/2042 and ping u as and when our view on rates or the currency changes will keep u updated, as here u have risk on both components unlike the PDVSA where the bond was denominated in usDs. Best vinit (Embedded image moved to file: pic19258.gif) Vinit Sahni Managing Director I Global Head - P

ging Director I Global Head - Professional Client Group & Key Client Partners Capital Markets Group Deutsche Asset & wealth Management 105/108 old Broad St (Dinners Hall), EC2N ingdom Tel. Mobil Email Any proposed ideas are being delivered to you by the DeAWM Key Client Partners ("KCP") London des

o 3m On Tue, Jan 14, 2014 at 4:23 AM, vinit Sahni < wrote: classification: confidential Jeffrey - was looking for value in the EM space, post the PDVSA analysis, started looking at Mexico... here is a trade I think makes sense -> buying MBONO 30y unhedged At around 7.5% yield, inflation probably i

ging Director I Global Head - Professional Client Group & Key Client Partners Capital Markets Group Deutsche Asset & wealth Management 105/108 old Broad St (Pinners Hall), EC2N Kingdom Tel. Mobi Emai Any proposed ideas are being delivered to you by the DeAwm Key client Partners ("KCP") London desk

com> m: To: vinit Sahni Cc: Tazia Smith "may Gupta (DEUTSCHE ASSET MANAG)" < , Pau Morris , vahe Stepani an oat 13/01/2014 11:50 e: sub Re: PDVSA chart USDJPV Trade [c] jec t: thanks , lets keep On Mon, Jan 13, 2014 at 7:47 AM, vinit Sahni > wrote: classification: confidential This atta

ging Director I Global Head - Professional Client Group & Key Client Partners Capital Markets Group Deutsche Asset & wealth Management 105/108 old Broad St (Pinners Hall), EC2N lEN London, united Kingdom Tel. Mobile Email (Embedded image moved to file: pic03617.gif) Any proposed ideas are being deli

o 3m on Tue, )an 14, 2014 at 4:23 Am, vinit Sahni > wrote: classification: Confidential Jeffrey - was looking for value in the EM space, post the PDVSA analysis, started looking at Mexico... here is a trade I think makes sense -> buying MBONO 30y unhedged At around 7.5% yield, inflation probably i

ging Director I Global Head - Professional Client Group & Key Client Partners capital Markets Group Deutsche Asset & wealth Management 105/108 old Broad St (Pinners Hall), Ec2N lEN London, united Kingdom Emai (Embedded image moved to file: pic21684.gif) Any proposed ideas are being delivered to you by