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PineBridge Investments, Taiwan11 July 2016
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CPIQ2GDP
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2
2
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Bloomberg2016/07/08%-
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44
Bloomberg2016/07/08% -
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55
Bloomberg2016/07/08JPJACI% -
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66
Bloomberg2016/07/08%-
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77
MOVEVIXBloomberg2016/07/08-VIX9bps1.36%2.75%VIX10.63%13.20.28%(Bloomberg2016/07/08)
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88
Bloomberg2016/07/082016/07/070.52%558bps7727.719.58.2(2016/07/07)-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
0.99%6bps377bps7734.22004(2016/07/07)-bpsBloomberg2016/07/082016/07/07
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1010
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: Bloomberg, 2016/07/08
PMI50.751.3PMI51.351.46828.7184.9%PMI8PMIPMI
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1512
: Bloomberg, 2016/07/08
PMI51.552.8PMI53.352.861.6%PMI
PMIPMI
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BofA Merrill Lynch Global Research estimates2016/6/27
GDP6.6%6.4%7.7%1.2%0.8%20176.5%8.3%3.2%2.3%
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1514
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6:5.7%200111 2016/06/14
200111
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1516
6:
2016/06/14
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1517
6:
2016/06/14
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-
--6:2
2016/06/14-
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PineBridge Investments IP Holding Company Limited()
10101310414410 (02)2516-7883407386128(04)2217-81688026171(A5) (07)335-5898 TR105110
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202020202020202020202020
()Rule 144A
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