Epstein Secrets

y to discuss further if u find interesting... (Embedded image moved to file: pic04930.gif) CNYMXN chart courtesy Nav Gupta (shows relative value in Labour cost between china and Mexico) (Embedded image moved to file: pic20087.gif) (Embedded image moved to file: pic24781.gif) Vinit Sahni Managing Di

m mark to market risk is slower pace of implementation of energy reform and a selloff in uSTs Sahni <[email protected]> wrote: EM space, post the PDVSA analysis, happy to discuss further if u find interesting... (Embedded image moved to file: pic04930.gif) CNYMXN chart courtesy Nav Gupta (shows re

to discuss further if u find interesting... (Embedded image moved to file: pic10977.gif) CNYWOCN chart courtesy Nav Gupta (shows relative value in Labour cost between china and Mexico) (Embedded image moved to file: pic30754.gif) CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0 107701 CO

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

to discuss further if u find interesting... (Embedded image moved to file: pic08319.gif) CNYP.00N chart courtesy Nav Gupta (shows relative value in Labour cost between china and mexico) (Embedded image moved to file: pic30396.gif) (Embedded image moved to file: pic29990.gif) Vinit Sahni Managing Di

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

y to discuss further if u find interesting... (Embedded image moved to file: pic32480.gif) CNYMXN chart courtesy Nay Gupta (shows relative value in Labour cost between china and Mexico) (Embedded image moved to file: pic31604.gif) (Embedded image moved to file: pic15154.gif) vinit Sahni managing Di

do 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

y to discuss further if u find interesting... (Embedded image moved to file: pic03586.gif) CNYMXN chart courtesy Nav Gupta (shows relative value in Labour cost between china and Mexico) (Embedded image moved to file: pic09654.gif) (Embedded image moved to file: pic29919.gif) vinit sahni managing Di

[email protected]> m: To: vinit Sahni/db/. cc: ' "Nav Gu to DEUTSCHE ASSET MANAG)" < rris , vahe Stepani an oat 13/01/2014 11:50 e: sub Re: PDVSA chart + USDJPY Trade (c] jec t: thanks , lets keep On Mon, Jan 13, 2014 at 7:47 AM, Vinit Sahni wrote: Classification: Confidential CONFIDENT

a selloff in USTs happy to discuss further if u find interesting... <mime-attachment.gif> CNYMXN chart courtesy Nav Gupta (shows relative value in Labour cost between China and Mexico) EFTA00676640 <mime-attachment.gif> <rnime-attachment.gif> Vinit Sahni Managing Director I Global Head - Profess

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 EFTA00676639 <mime-attachment.gif> Vinit Sahni Managing Director I Global Head - Profession