j.p. 摩根-新兴市场-股票策略-新兴市场策略板-2017.9.28-jpmorgan-emerging markets strategy dashboards

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1、Completed29Sep201702:32AMHKTDisseminated29Sep201702:43AMHKTEmergingMarketsEquityResearch28September2017EmergingMarketsStrategyDashboardsEmergingMarketsEquityStrategyTeamRecommendationsAdrianMowatACEmergingMarketsadrian.mowat@jpmorgan.com(852)2800-859

2、9J.P.MorganSecurities(AsiaPacific)LimitedOW:China,Korea,RussiaandChilePedroMartinsJunior,CFALatAmpedro.x.martins@jpmorgan.com(55-11)4950-4121BancoJ.P.MorganS.A.UW:Thailand,SouthAfricaandTurkey.DavidAserkoff,CFACEEMEAdavid.aserkoff@jpmorgan.com(44-20)

3、7134-5887J.P.MorganSecuritiesplcKEYTRADESRajivBatraEmergingMarketsrajiv.j.batra@jpmorgan.com(91-22)6157-3568J.P.MorganIndiaPrivateLimitedEMs’newbullmarketfueledbyEPSgrowthSanayaTavariaEmergingMarketssanaya.x.tavaria@jpmorgan.com(1-212)622-5469J.P.Mor

4、ganSecuritiesLLCStylebiaslowforwardP/EandrelativeEPSrevisionsTransitionfromreflationtotrendnominalgrowthAninditaGandhiEmergingMarketsanindita.gandhi@jpmorgan.com(91-22)61573248J.P.MorganIndiaPrivateLimitedMoreiPhonesthanironoreNeelotpalSahuEmergingMa

5、rketsneelotpal.sahu@jpmorgan.com(91-22)6157-3370J.P.MorganIndiaPrivateLimitedRidingtheinsurancerateswaveGlobalEmergingMarketsResearchChina’sfallingriskpremiumLuisOganesGlobalEmergingMarketsluis.oganes@jpmorgan.com(44-20)7134-0111J.P.MorganSecuritiesp

6、lcChile:PolicyChangeiscomingForfulllistofJ.P.MorganequitystrategistspleaseseethedirectoryonthebackpageKeyChangesMarketperformanceto27September2017TableofContentsPage#•Yeartodate:MSCIEmergingMarkets25.1%outperformingMSCIWorldJ.P.Morganrevisionsto2017G

7、DPforecastsRegionalSummary2by10.3%•Positive:Taiwan2.3%[2.2%],Russia1.8%[1.7%]MarketPerformance3•Yeartodate:MSCIEMAsia29.5%outperformingMSCIEmergingLiquidityMonitor4Marketsby4.4%J.P.Morganrevisionsto2018GDPforecastsIndextargets5•TopthreemarketsYTDinUS

8、$:China,PolandandKorea•Positive:Taiwan2.2%[2.1%];Russia1.5%[1.4%]MonitoringInflation6•BottomthreemarketsYTDinUS$:Pakistan,QatarandGreeceMarketDrivers7J.P.Morganchangestocentralbankpolicyforecasts:Cross-sectionEarningsGrowth8•Indonesia:Current:4.25%;L