PowerPoint Presentation
PineBridge Investments, Taiwan9 May 2016
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2016+=?
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2
2
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Bloomberg2016/05/06%-
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44
Bloomberg2016/05/06% -
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55
Bloomberg 2016/05/06JPJACI% -
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66
Bloomberg2016/05/06%-
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77
MOVEVIXBloomberg2016/05/06-VIX155bps1.78%0.35%VIX6.24%14.722.37%(Bloomberg2016/02/12)
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88
Bloomberg2016/05/062016/05/050.77%24bps591bps5521.625.33.65(2016/05/05)-bps
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99*FLOW FOLLOW RETURN SO RETAIL REACTED ///// not interest rate
risk, flow still fly to IG1, RUSSIA 2. Q2 Profit taking
Global recovery b. low default risk c. low yield envirnoment
mutual fund ETF
0.37%12bps402bps5511.6(2016/05/05)(IIF4/28)205-11bpsBloomberg2016/05/062016/05/05
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1010
2016
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Bloomberg2016/05/06
Baker Hughes5543282009101861541519445
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1512
2016/05/02
CPI WTI 0.6100%0.65%CPI0.6140%
CPI
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1513
=?CPICPICPI 0.06CPICPI
2016/05/02
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1514
Bloomberg2016/05/06
:1) 2)47416201592021.520.845%4.9%20091040.3%41640.3%
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1515
Bloomberg2016/05/06
?42.5%2.4%2.3%434.534.534.4labor underutilization4
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Bloomberg2016/05/06
68%
68%
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1517
: Standard Chartered2016/4/8
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(2013-2015)-()
: Standard Chartered2016/4/8
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19
MS 2016/05/03 42016
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MS 2016/05/03
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21
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4:5.4% 2016/03/15
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1523
4:
2016/04/12
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1524
4:2
2016/04/12
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1525
-
--4:
2016/04/12
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26
PineBridge Investments IP Holding Company Limited()
10101310414410 (02)2516-7883407386128(04)2217-81688026171(A5)
(07)335-5898 TR105016
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272727272727272727272727
()Rule 144A
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282828282828282828282828
