HOUSE_OVERSIGHT_024154.jpg
2.55 MB
Extraction Summary
1
People
3
Organizations
14
Locations
6
Events
1
Relationships
4
Quotes
Document Information
Type:
Financial report / investment strategy slide
File Size:
2.55 MB
Summary
This document is a UBS investment strategy slide (page 19) from mid-2012 focusing on Emerging Market Equities with an 'Overweight' preference. It outlines positive and negative economic scenarios, specifically highlighting China, Brazil, and Mexico as preferred markets while listing Hungary, Indonesia, and Poland as least preferred. The document bears a 'HOUSE_OVERSIGHT' Bates stamp, indicating it was part of a congressional investigation, likely related to financial records.
People (1)
| Name | Role | Context |
|---|---|---|
| Costa Vayenas | CIO asset class specialist |
Listed as the contact person for further information regarding the report.
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Organizations (3)
| Name | Type | Context |
|---|---|---|
| UBS |
The financial institution producing the report.
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| MSCI |
Reference to the MSCI Emerging Markets Index (MSCI EM).
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| House Oversight Committee |
Implied by the Bates stamp 'HOUSE_OVERSIGHT'.
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Timeline (6 events)
Locations (14)
| Location | Context |
|---|---|
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Preferred market; noted for easing monetary policy.
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Preferred market in Latin America.
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Preferred market in Latin America.
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Neutral stance; inflation data due early July.
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Mentioned as a cyclical market that would benefit in a positive scenario or underperform in a negative one.
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Mentioned as a cyclical market that would benefit in a positive scenario or underperform in a negative one.
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Mentioned as a defensive market that would do better in a negative scenario.
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Listed as a 'Current least preferred market'.
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Listed as a 'Current least preferred market'.
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Listed as a 'Current least preferred market'.
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Inflation data due July 13.
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Inflation data due July 18.
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Mentioned in context of the 'US fiscal cliff'.
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Mentioned in context of the 'Eurozone crisis'.
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Relationships (1)
Listed as CIO asset class specialist for UBS with a UBS email address.
Key Quotes (4)
"Preference: overweight"Source
HOUSE_OVERSIGHT_024154.jpg
Quote #1
"In Asia, we expect Chinese equities to benefit as the Chinese economy avoids a hard landing."Source
HOUSE_OVERSIGHT_024154.jpg
Quote #2
"Strategically, we would advise a tilt in EM portfolios toward cash-rich and faster-growing Asia."Source
HOUSE_OVERSIGHT_024154.jpg
Quote #3
"Serious negative developments (e.g. a further deterioration of the Eurozone crisis, the US fiscal cliff, or a Chinese hard landing) hit trade and thus the economic prospects of emerging markets."Source
HOUSE_OVERSIGHT_024154.jpg
Quote #4
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