Presentation to Client XYZ - JP Morgan Asset Management

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J.P. Morgan Asset Management Standard Template 2009.pptValuation summaryCountry/PE PB EPS Growth(%)ROE(%)Region 2011 2012 2011 2012 2011 2012 2011 2012China 9.3 8.1 1.6 1.4 14.6 15.1 17.2 17.5Hong Kong 12.2 12.9 1.3 1.3 24.6 -5.5 10.9 9.7Indonesia 15.1 12.8 3.6 3.1 18.1 18.1 24.0 24.2India 12.9 11.0 2.7 1.9 16.9 17.1 19.2 17.2South Korea 7.8 7.0 1.1 1.0 12.3 12.8 14.1 13.8Malaysia 15.1 13.3 2.1 1.9 12.5 13.9 13.9 14.6Philippines 14.7 13.2 2.6 2.4 6.2 11.1 17.7 17.8Singapore 12.5 11.3 1.4 1.3 6.6 10.8 11.3 11.7Taiwan 12.7 10.4 1.6 1.5 5.0 21.3 13.0 14.8Thailand 11.6 10.1 2.0 1.8 18.9 15.0 17.4 17.8Asia Pac ex JP 10.9 9.6 1.6 1.5 14.6 13.1 14.7 15.1Data based on MSCI Universe, IBES Consensus EstimatesNumbers are aggregated based on company full market capSource: UBS Quantitative Research, MSCI, IBES
J.P. Morgan Asset Management Standard Template 2009.pptASEAN specialists biographiesPauline Ng is an investment manager and ASEAN country specialist with the Pacific Regional Group. Based in Singapore, Pauline joined the firmin 2005. Previously, she spent four years with AllianzDresdner Asset Management, initially as an Asia ex Japan telecommunications analyst andfrom 2004 as a fund manager responsible for Malaysia and emerging Asia. Pauline obtained a Bachelor degree in Accounting from NanyangTechnological University in Singapore. She is a CFA charterholder and a Certified Public Accountant.Jenny Tan is an investment manager and a Malaysia and Singapore country specialist with the Pacific Regional Group. Based in Singapore,Jenny joined the firm in 2006. Previously, she spent two years each at Merrill Lynch and Morgan Stanley Capital International where she was anequity research analyst covering the technology hardware sector and Asian equities respectively. Jenny began her career with Sumitomo MitsuiBanking Corp as a money market dealer responsible for Singapore portfolio in 1999. Jenny obtained a Bachelor degree in finance from NationalUniversity of Singapore. She is also a CFA charterholder.Sarinee Sernsukskul is an investment manager and a Thailand and Indonesia country specialist with the Pacific Regional Group. Based inSingapore, she joined the firm in 2007 from Credit Suisse Securities in Bangkok where she spent 6 years, latterly as head of research. Prior tojoining Credit Suisse, Sarinee worked at Fidelity Investments in Hong Kong for two years as an investment analyst and before that was anassociate at McKinsey & Company in Bangkok for 2 years. Sarinee began her career in 1994 with BZW Securities, Bangkok as a seniorinvestment analyst. She obtained a B.A. in Economics & International Relations from Tufts University, Massachusetts and an M.B.A. (Hons) infinance & marketing from Sasin Institute of Business Administration.18
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