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.pptJun-00Jun-01Jun-02Jun-03Jun-04Jun-05Jun-06Jun-07Jun-08Jun-09Jun-10Jun-11Jun-00Jun-01Jun-02Jun-03Jun-04Jun-05Jun-06Jun-07Jun-08Jun-09Jun-10Jun-11Valuations can stay high: India as an example* Higher rates of investment have helped lift Indian growth performance – which has supported premium valuations* Can ASEAN achieve the same?India - Trailing Price <strong>to</strong> BookIndia – Investment share of GDP and P/B6.05.04.03.02.01.00.06.05.04.03.02.01.00.045%40%35%30%25%20%MSCI IndiaMSCI Asia Pac ex JapanMSCI IndiaIndian nominal investment spending share of GDP (rhs)Source: IBES consensus estimatesSource: HAVER, IBES
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