Presentation to Client XYZ - JP Morgan Asset Management
Presentation to Client XYZ - JP Morgan Asset Management
Presentation to Client XYZ - JP Morgan Asset Management
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J.P. <strong>Morgan</strong> <strong>Asset</strong> <strong>Management</strong> Standard Template 2009.pptJan-002001Jan-01Jan-022002Jan-032003Jan-042004Jan-052005Jan-062006Jan-072007Jan-08Jan-092008Jan-102009Jan-112010Oct-072000Feb-082001Jun-082002Oct-082003Feb-09Jun-092004Oct-092005Feb-102006Jun-102007Oct-102008Feb-112009Jun-112010ASEAN has de-coupled over the last 10 years?ASEAN relative performance since 2000ASEAN relative performance since Oct-200730025020015010050ASEAN - FTSE All world series (USD)MSCI Asia ex-JapanS&P 50014012010080604020ASEAN - FTSE All world series (USD)MSCI Asia ex-JapanS&P 500Oct-07 – March 09,ASEAN fell 56%S&P fell 56%00ASEAN EPS defensive vs. APAC and S&P ASEAN and S&P consensus EPS trend 200060%40%ASEAN ex Singapore ASIA ex JAPAN S&P500350300ASEAN ex SingaporeS&P50020%0%250200150-20%-40%100500Source: UBS, Bloomberg. Updated as of August 19, 2011
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