j.p. 摩根-全球股票策略（英文）-20170313-36页.pdf

下载文档 降价啦

1
0
约27.4万字
约 36页
2019-10-29 发布于广东
举报
版权申诉
保障服务

j.p. 摩根-全球股票策略（英文）-20170313-36页.pdf

1、本文档共36页，可阅读全部内容。
2、原创力文档（book118）网站文档一经付费（服务费），不意味着购买了该文档的版权，仅供个人/单位学习、研究之用，不得用于商业用途，未经授权，严禁复制、发行、汇编、翻译或者网络传播等，侵权必究。
3、本站所有内容均由合作方或网友上传，本站不对文档的完整性、权威性及其观点立场正确性做任何保证或承诺！文档内容仅供研究参考，付费前请自行鉴别。如您付费，意味着您自己接受本站规则且自行承担风险，本站不退款、不进行额外附加服务；查看《如何避免下载的几个坑》。如果您已付费下载过本站文档，您可以点击这里二次下载。
4、如文档侵犯商业秘密、侵犯著作权、侵犯人身权等，请点击“版权申诉”（推荐），也可以打举报电话：400-050-0827(电话支持时间：9:00-18:30)。

Completed 12 Mar 2017 11:17 PM GMT Disseminated 13 Mar 2017 03:00 AM GMT Global Equity Strategy 13 March 2017 Equity Strategy Re-entering EM as Fed has repriced; Funding with Japan  We had been constructive on EM equities since March ’16, but in October Equity Strategy advised to take profits – see report. EM equities are currently trading lower AC Mislav Matejka, CFA than their October levels, initia y due to rising trade/political uncertainty, (44-20) 7134-9741 and more recently due to repricing of Fed expectations. On net, this leaves mislav.matejka@ EM up only 1.9% relative ytd, down from as much as 6% relative at the AC