j.p. 摩根-新兴市场-股票策略-新兴市场策略表-2017.10.12-jpmorgan-emerging markets strategy dashboards

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1、Completed12Oct201708:52AMEDTDisseminated12Oct201709:04AMEDTEmergingMarketsEquityResearch12October2017EmergingMarketsStrategyDashboardsEmergingMarketsEquityStrategyTeamRecommendationsPedroMartinsJunior,CFAACEmergingMarketspedro.x.martins@jpmorgan.com(55-11)495

2、0-4121BancoJ.P.MorganS.A.DavidAserkoff,CFACEEMEAdavid.aserkoff@jpmorgan.com(44-20)7134-5887J.P.MorganSecuritiesplcOW:Brazil,China,Korea,andRussiaUW:Thailand,SouthAfrica,TurkeyandMexico.EmyShayoChermanLatAmemy.shayo@jpmorgan.com(55-11)4950-6684BancoJ.P.MorganS

3、.A.KEYTRADESRajivBatraEmergingMarketsrajiv.j.batra@jpmorgan.com(91-22)6157-3568J.P.MorganIndiaPrivateLimitedEMs’newbullmarketfueledbyEPSgrowthSanayaTavariaEmergingMarketssanaya.x.tavaria@jpmorgan.com(1-212)622-5469J.P.MorganSecuritiesLLCStylebiasEPSgrowth,low

4、forwardP/EandrelativeEPSrevisionsAninditaGandhiEmergingMarketsanindita.gandhi@jpmorgan.com(91-22)61573248J.P.MorganIndiaPrivateLimitedMoreiPhonesthanironoreNeelotpalSahuEmergingMarketsneelotpal.sahu@jpmorgan.com(91-22)6157-3370J.P.MorganIndiaPrivateLimitedRid

5、ingtheinsurancerateswaveGlobalEmergingMarketsResearchChina’sfallingriskpremiumRecoveryfromrecession-OWBrazilandRussiaLuisOganesGlobalEmergingMarketsluis.oganes@jpmorgan.com(44-20)7134-0111J.P.MorganSecuritiesplcForfulllistofJ.P.Morganequitystrategistspleasese

6、ethedirectoryonthebackpageKeyChangesMarketperformanceto11October2017Headlineinflationdatapublishedsincethelastpublication:TableofContentsPage#•Yeartodate:MSCIEmergingMarkets29.6%outperformingMSCIWorld•Taiwan:CPI0.5%oya(J.P.Morgan:1.1%Consensus:0.9%)RegionalSu

7、mmary2by12.5%•Brazil:CPI2.5%oya(J.P.Morgan:2.5%Consensus:2.5%)MarketPerformance3•Yeartodate:MSCIEMAsia34.5%outperformingMSCIEmerging•Mexico:CPI6.4%oya(J.P.Morgan:6.5%Consensus:6.5%)LiquidityMonitor4Marketsby4.9%•Russia:CPI3.0%oya(J.P.Morgan:3.1%Consensus:3.1%

8、)Indextargets5•TopthreemarketsYTDinUS$:China,PolandandKoreaMonitoringInflation6•BottomthreemarketsYTDinUS$:Pakistan,QatarandGreeceMarketDrivers7Cross-sectionEarningsGrowth8J.P.Morganchang