fice: Cell: From Tazia Smith/dhrdbcom To jeevacationes. mail corn. Cc D31.6 092512014 02.18 PM Subiecr Fw. Key themes & trades Paul Morris. Vint Sahnildb, Nay Guptafdb Vahe Stepanian/dbi Happy New Year Jeffrey - Below please find key themes and trade ideas from Vinit and Nay's DB KCP Global Capital