PowerPoint Presentation
PineBridge Investments, Taiwan27 June 2016
PAGE #
PAGE #
PMIGDPPMI
PAGE #
2
2
PAGE #
Bloomberg2016/06/24%-
PAGE #
44
Bloomberg2016/06/24% -
PAGE #
55
Bloomberg2016/06/24JPJACI% -
PAGE #
66
Bloomberg2016/06/24%-
PAGE #
77
MOVEVIXBloomberg2016/06/24-VIX5bps1.56%5.62%VIX32.72%25.769.65%(Bloomberg2016/06/24)
PAGE #
88
Bloomberg2016/06/242016/06/230.04%579bps62327.197.3919.8(2016/06/23)-bps
PAGE #
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
0.57%5bps400bps6231.07(2016/06/23)-bpsBloomberg2016/06/242016/06/23
PAGE #
1010
PAGE #
Bloomberg2016/06/24
50
225 500
PAGE #
1512
2016/6/24
GDP1%~6%AAA8%670~920 7~10
PAGE #
1513
: (), 2016/4()IMF, 2016/6/17
2GDP3.6%~6.0%1.0%~6.0%2GDP1%~6%
PAGE #
1514
2016/6/24
WTOWTO53FTA
PAGE #
1515
Financial Times2016/6/24
PAGE #
1516
BofA Merrill Lynch Global Research2016/6/24
50(STOXX50)50(STOXX50)
PAGE #
1517
BofA Merrill Lynch Global Research2016/6/24199/1/42016/6/24
50(STOXX50)
PAGE #
1518
BofA Merrill Lynch Global Research2016/6/24
50(STOXX50)
PAGE #
1519
BofA Merrill Lynch Global Research2016/6/2450(STOXX50)
PAGE #
1520
IMF2016/6/17
GDP0.7%GDP0.2%GDP2.3%()IMF
PAGE #
1521
Bloomberg2016/6/24
()
SENSEX22550500
JPM
PAGE #
1522
PAGE #
6:5.7%200111 2016/06/14
200111
PAGE #
1524
6:
2016/06/14
PAGE #
1525
6:
2016/06/14
PAGE #
1526
-
--6:2
2016/06/14-
PAGE #
27
PineBridge Investments IP Holding Company Limited()
10101310414410 (02)2516-7883407386128(04)2217-81688026171(A5)
(07)335-5898 TR 105099
PAGE #
282828282828282828282828
()Rule 144A
PAGE #
292929292929292929292929
