j.p. 摩根-新兴市场-股票策略-新兴市场策略一览

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1、Completed23Nov201704:43AMESTDisseminated23Nov201704:56AMESTEmergingMarketsEquityResearch23November2017EmergingMarketsStrategyDashboardsEmergingMarketsEquityStrategyTeamRecommendationsPedroMartinsJunior,CFAACEmergingmarketspedro.x.martins@jpmorgan.com(55-11)4950-4121BancoJ.P.MorganS.

2、A.OW:China,Korea,Brazil,RussiaandPeruUW:SouthAfrica,Mexico,TurkeyandColombia.DavidAserkoff,CFACEEMEAdavid.aserkoff@jpmorgan.com(44-20)7134-5887J.P.MorganSecuritiesplcKEYTRADESEmyShayoChermanLatAm&Brazilemy.shayo@jpmorgan.com(55-11)4950-6684BancoJ.P.MorganS.A.EPSgrowthpremiumtoremain

3、RajivBatraEmergingMarketsrajiv.j.batra@jpmorgan.com(91-22)6157-3568J.P.MorganIndiaPrivateLimitedEMhasmodestoptionalityonre-ratingSanayaTavariaEmergingMarketssanaya.x.tavaria@jpmorgan.com(1-212)622-5469J.P.MorganSecuritiesLLCTradinghigherDMinterestratesfromabottomupperspectiveAnindit

4、aGandhiEmergingMarketsanindita.gandhi@jpmorgan.com(91-22)61573248J.P.MorganIndiaPrivateLimitedLongridestofocus:1)seculargrowthopportunitiesviaITstocksGlobalEmergingMarketsResearch2)pricesupportforcommoditiesMultiplegrowthdriversfromglobaltradetodomesticgrowthLuisOganesGlobalEmerging

5、Marketsluis.oganes@jpmorgan.com(44-20)7134-0111J.P.MorganSecuritiesplcForfulllistofJ.P.MorganequitystrategistspleaseseethedirectoryonthebackpageKeyChangesMarketperformanceto23November2017Headlineinflationdatapublishedsincethelastpublication:TableofContentsPage#•Yeartodate:MSCIEmergi

6、ngMarkets34.1%outperformingMSCIWorld•SouthAfrica:CPI4.8%oya(J.P.Morgan:4.8%Consensus:RegionalSummary2by15.3%4.8%)MarketPerformance3•Yeartodate:MSCIEMAsia41.5%outperformingMSCIEmergingLiquidityMonitor4Marketsby7.4%J.P.Morganrevisionsto2017GDPforecastsIndextargets5•TopthreemarketsYTDi

7、nUS$:China,PolandandKorea•Positive:EMEAEM3.4%[3.3%];Poland4.2%[4.1%];CzechMonitoringInflation6•BottomthreemarketsYTDinUS$:Pakistan,QatarandGreece4.5%[4.1%];MarketDrivers7•Negative:Russia1.7%[1.8%];Colombia1.7%[1.8%];Cross-sectionEarningsGrowth8EarningsRevisions9,10,11LiquidityMonito

8、rJ.P.Morganrevision