PowerPoint Presentation
PineBridge Investments, Taiwan3 Oct 2016
PAGE #
PAGE #
OPEC
OPEC
PMI
PMI10/4 10/4
PAGE #
2
2
PAGE #
Bloomberg2016/09/30%-
PAGE #
44
Bloomberg2016/09/30% -
PAGE #
55
Bloomberg2016/09/30JPJACI% -
PAGE #
66
Bloomberg2016/09/30%-OPEC
PAGE #
77
MOVEVIXBloomberg2016/09/30-VIX2bps1.59%1.34%VIX8.14%13.291.739.98(Bloomberg2016/09/30)
PAGE #
88
PAGE #
9
92856793131292842228310 - 2016/09/29
PAGE #
1010*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
2016/09/29-92920.80.9%8.510.3%92924.10.7%
PAGE #
1111*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
OPEC
OPEC
PAGE #
(OPEC)92883,3243,2503,300824-741130OPECOPEC11OPEC3: () IEA,
APEX, Citi Research2016/09/27() ) IEA, Deutsche
Bank2016/09/30OPEC3OPEC
OPEC
PAGE #
1513
: Bloomberg2016/09/30
MSCIRTS
PAGE #
1514
: () Google() Reuters
9181811929(DGMO)Ranbir SinghRanbir Singh
PAGE #
1515
: Citi Research2016/09/29GDP7GDP2007GDP7GDP2007
PAGE #
1516
: () Citi Research2016/09/29() Bloomberg,
2016/09/301999Sensex199919995-7GST
1999113MSCI/1.1%3.7%10.7%MSCI/8.4%14.5%85.2%MSCI/-4.8%6.8%-10.1%MSCI/-3.0%17.4%31.7%MSCI/-1.0%1.6%-17.2%MSCI/-12.2%6.9%45.5%MSCI/-1.8%11.7%15.0%MSCI/-8.8%12.6%-0.3%MSCI/-12.8%-8.4%-15.7%
PAGE #
1517
PineBridge Investments IP Holding Company Limited()
10101310414410 (02)2516-7883407386128(04)2217-81688026171(A5)
(07)335-5898 TR 105145
PAGE #
181818181818181818181818
()Rule 144A
PAGE #
191919191919191919191919
