Presentation to Client XYZ - JP Morgan Asset Management

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J.P. Morgan Asset Management Standard Template 2009.pptJan-05Jan-05Jan-06Jan-06Jan-07Jan-07Jan-08Jan-08Jan-09Jan-09Jan-10Jan-10Jan-11Jan-11Jan-12Jan-05Jan-05Jan-06Jan-06Jan-07Jan-07Jan-08Jan-08Jan-09Jan-09Jan-10Jan-10Jan-11Jan-11Jan-12Commodity exports are a money spinner for Malaysia and IndonesiaMerchandise trade balance contributions from primary commodities3000200010000-1000USD mn, 3mmaThailand6000400020000-2000USD mn, 3mmaIndonesia-2000Balance of commodity tradeBalance of non-commodity tradeTrade balanceSmall ‘stable’commoditysurplus/deficit-4000Balance of non-commodity tradeBalance of commodity tradeTotal balanceLarge‘booming’commoditysurplus60004000USD mn, 3mmaSingapore50004000USD mn, 3mmaMalaysia2000300002000-200010000Balance of commodity tradeBalance of non-commodity tradeTotal balanceBalance of non-commodity tradeBalance of commodity tradeTotal balanceSource: UBS, Haver, CEIC
J.P. Morgan Asset Management Standard Template 2009.pptRise of the middle class* Rising incomes in ASEAN are shifting millions of people out of poverty, changing consumption potential and patternsChange in absolute size of middle class and aggregate yearly expenditure of themiddle class by country (1990-2008, based on household survey means)Change in ‘middleclass’ population(million)Change in yearlyexpenditures of‘middle class’(billion USD)2010 Population(million)Change in middleclass populationas a % of 2010populationBangladesh 19 24 149 12%India 205 256 1225 17%Malaysia 7 22 28 23%Philippines 24 48 94 25%Thailand 17 55 67 26%Cambodia 4 6 15 27%Lao PDR 2 2 6 30%Pakistan 66 81 174 38%ASEAN* 216 379 537 40%Indonesia 114 168 238 48%Vietnam 49 77 89 55%PRC 845 1825 1341 63%Middle Class defined as household incomes between USD2 and USD20 per day in 2005 purchasing power parity USD.Source: ADB, Chun (2010) *ASEAN = Indonesia, Thailand, Malaysia, Philippines, Lao, Cambodia
Page 1 and 2: JPMorgan JF ASEAN Equity Off Shore
Page 3 and 4: J.P. Morgan Asset Management Standa
Page 9: J.P. Morgan Asset Management Standa
Page 21 and 22: Fund Features (JP Morgan Funds: JF

Presentation to Client XYZ - JP Morgan Asset Management

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