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HOUSE_OVERSIGHT_014404 - HOUSE_OVERSIGHT_014409
Investment Strategy
2 mentions
Page HOUSE_OVERSIGHT_014404
losures on page 5 to 6. 11687576 Timestamp: 17 November 2016 03:30PM EST Bankof America Merrill Lynch 18 November 2016 Investment Strategy Japan Shusuke Yamada, CFA >> FX/Equity Strategist Merrill Lynch (apan) +81 3 6225 8515 [email protected] Exhibit 1: Sector rotation and inventory cycle Slowdown
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Bureau; DSP Merrill Lynch (India): DSP Merrill Lynch Limited, regulated by the Securities and Exchange Board of India; PT Merrill Lynch (Indonesia): PT Merrill Lynch Indonesia, regulated by Otoritas Jasa Keuangan (OJK); Merrill Lynch (Israel): Merrill Lynch srael Limited, regulated by Israel Securities Authority; Merrill Ly
Page: HOUSE_OVERSIGHT_014408 →2 mentions
Page HOUSE_OVERSIGHT_014424
losures on page 6 to 8. 11686246 Timestamp: 13 November 2016 06:10PM EST Bankof America Merrill Lynch 14 November 2016 Investment Strategy Japan Shusuke Yamada, CFA >> FX/Equity Strategist Merrill Lynch (iapan) #8] 3 6225 8515 [email protected] Paul Ciana, CMT Technical Strategist MLPF&S +1 646 855
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Bureau; DSP Merrill Lynch (India): DSP Merrill Lynch Limited, regulated by the Securities and Exchange Board of India; PT Merrill Lynch (Indonesia): PT Merrill Lynch Indonesia, regulated by Otoritas Jasa Keuangan (OJK); Merrill Lynch (Israel): Merrill Lynch srael Limited, regulated by Israel Securities Authority; Merrill Ly
Page: HOUSE_OVERSIGHT_014429 →HOUSE_OVERSIGHT_014432 - HOUSE_OVERSIGHT_014459
Investment Strategy
2 mentions
Page HOUSE_OVERSIGHT_014447
OW JP Equities, Ihs JP Performance vs World, rhs Source: BofA Merrill Lynch Global Fund Manager Survey 2016 Our Japanese equity and FX strategist Shusuke Yamada has been arguing for a while that we would see both a weaker JPY and a rebound in Japanese equities. While arguably the JPY had turned beforehand, th
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Bureau; DSP Merrill Lynch (India): DSP Merrill Lynch Limited, regulated by the Securities and Exchange Board of India; PT Merrill Lynch (Indonesia): PT Merrill Lynch Indonesia, regulated by Otoritas Jasa Keuangan (OJK); Merrill Lynch (Israel): Merrill Lynch srael Limited, regulated by Israel Securities Authority; Merrill Ly
Page: HOUSE_OVERSIGHT_014457 →Sponsored
Mutual Connections (77)
Entities connected to both Shusuke Yamada and PT Merrill Lynch Indonesia
Bank of America
ORGANIZATION6 w/ Shusuke·9 w/ PT
Merrill Lynch Global Wealth Management
ORGANIZATION6 w/ Shusuke·9 w/ PT
Merrill Lynch
ORGANIZATION6 w/ Shusuke·9 w/ PT
Merchant Bank
ORGANIZATION5 w/ Shusuke·9 w/ PT
Bank of America Merrill Lynch International Limited
ORGANIZATION5 w/ Shusuke·9 w/ PT
Merrill Lynch International
ORGANIZATION5 w/ Shusuke·9 w/ PT
Merrill Lynch Canada Inc
ORGANIZATION5 w/ Shusuke·9 w/ PT
the Investment Industry Regulatory Organization of Canada
ORGANIZATION5 w/ Shusuke·9 w/ PT
Donald Trump
PERSON6 w/ Shusuke·8 w/ PT
Michael Bloomberg
PERSON6 w/ Shusuke·8 w/ PT
Frankfurt
LOCATION5 w/ Shusuke·9 w/ PT
the Financial Services Agency
ORGANIZATION5 w/ Shusuke·9 w/ PT
United Kingdom
LOCATION5 w/ Shusuke·9 w/ PT
Seoul
LOCATION5 w/ Shusuke·9 w/ PT
Bank of America Corporation
ORGANIZATION6 w/ Shusuke·8 w/ PT
the Dubai Financial Services Authority
ORGANIZATION5 w/ Shusuke·9 w/ PT
Merrill Lynch International Bank Limited
ORGANIZATION5 w/ Shusuke·9 w/ PT
The Financial Service Board
ORGANIZATION5 w/ Shusuke·9 w/ PT
Pierce, Fenner & Smith Incorporated
ORGANIZATION5 w/ Shusuke·8 w/ PT
the Capital Market Authority
ORGANIZATION5 w/ Shusuke·8 w/ PT