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-98Jan-99Jan-00Jan-01Jan-02Jan-03Jan-04Jan-05Jan-06Jan-07Jan-08Jan-09Jan-10Jan-11Mar-07Sep-07Mar-08Sep-08Mar-09Sep-09Mar-10Sep-10Mar-11Sep-11High export exposure does not necessarily mean earnings exposure15104832120Real GDP index: Q1 2008 = 1005161100-50-16100-10-3290Global PMI: New orders less inven<strong>to</strong>ry index (lhs)ASEAN-5 USD export growth, % yoy 3mma (rhs)G7 Malaysia PhilippinesSingapore Indonesia Thailand100%75%50%Percentage of ASEAN companies (individualcountry) by operation orientationIndonesia andMalaysiainsulated100%75%50%Share of C2011 consensus recurring profit ofASEAN companies (individual country)25%25%0%ASEAN Thailand Singapore Indonesia MalaysiaDomesticly OrientatedGlobally linked0%ASEAN Thailand Singapore Indonesia MalaysiaDomesticly OrientatedGlobally linkedSource: UBS, Haver, CEICSource: Factset, <strong>Morgan</strong> Stanley Research
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