Epstein Secrets

mand, current account dynamic remains strong • Flow momentum for RUB among the strongest in EM • GDP growth is expected to expand by 3.5% yoy • Putin election seen as a positive Note: Current levels are as of Mar 16, 2012. Investment Products: Not FDIC Insured - No Bank Guarantee - May Lose Va

Current: 60.80 Long Emerging Markets Inflation • Strong demand for natural resources and agricultural goods driven by growing middle classes in Emerging Markets. • Recent weather related supply disruptions adding to upward pressure on commodity prices. • Increased supply of commodities. • Sharp slowdown

esident Icon Private Equity Russian Federation Vladimir A. Dmitriev Chairman State Corporation Bank for

Daily Newspaper Israel Bassem I. Awadallah Chief Executive Officer Tomoh Advisory Jordan Orlando Ayala Corporate Vice-President, Chairman of Emerging Markets and Chief Microsoft Corporation USA Adviser to the Chief Operating Officer Jose Sergio Gabrielli de President and Chief Executive Officer Petro

esident Icon Private Equity Russian Federation Vladimir A. Dmitriev Chairman State Corporation Bank for

Daily Newspaper Israel Bassem I. Awadallah Chief Executive Officer Tomoh Advisory Jordan Orlando Ayala Corporate Vice-President, Chairman of Emerging Markets and Chief Microsoft Corporation USA Adviser to the Chief Operating Officer Jose Sergio Gabrielli de President and Chief Executive Officer Petro

low, stoking fears of deflation FT • Samsung: Unpleasant surprise Lex • Maersk: turning the tanker Lex • EM bonds: conflict of interest Lex • Putin's attempt to recreate the Soviet empire is futile FT • Sainsbury's sales rise 0.2% in tough Christmas The Times • Is the Help to Buy effect a ton

hanghai Tower Developers Seek Leasing Agent WSJ • Cantor Sports-Betting Unit Could Pay $2 Million in Fines to Nevada WSJ • Selloff Accelerates in Emerging Markets WSJ • Bed Bath Investors Can Sleep at Night WSJ • Goldman Sachs Shakes Up Technology Group WSJ • Tishman Speyer Doubles Down on China WSJ • T