HOUSE_OVERSIGHT_014446.jpg
Extraction Summary
3
People
5
Organizations
5
Locations
1
Events
3
Relationships
5
Quotes
Document Information
Type:
Financial research report
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Summary
This document is page 15 of a 'Global Cross Asset Strategy' report by Bank of America Merrill Lynch dated November 30, 2016. It analyzes global equity markets post-US election, recommending long positions in the Nikkei and Emerging Market (EM) Asia due to favorable valuations compared to the US. The report cites strategists Savita Subrahamian, Ajay Kapur, and Nigel Tupper regarding market forecasts and bears a 'HOUSE_OVERSIGHT' Bates stamp.
People (3)
| Name | Role | Context |
|---|---|---|
| Savita Subrahamian | Strategist |
Has a target for the US of 2300 in her year ahead report.
|
| Ajay Kapur | Strategist |
Upgraded his call to buy from a tactical pause post the election; notes Chinese nominal GDP growth acceleration.
|
| Nigel Tupper | Strategist |
His 'global wave' has continued to improve; argues for strong performance from Asia ex Japan equities.
|
Organizations (5)
| Name | Type | Context |
|---|---|---|
| Bank of America Merrill Lynch |
Author of the Global Cross Asset Strategy report.
|
|
| MSCI |
Source for market data in tables and charts.
|
|
| IBES |
Source for market data in tables and charts.
|
|
| Fed |
Mentioned regarding hawkish stance.
|
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| House Oversight Committee |
Implied by the Bates stamp 'HOUSE_OVERSIGHT_014446'.
|
Timeline (1 events)
Relationships (3)
Mentioned as a strategist within the BofA report.
Mentioned as a strategist within the BofA report.
Mentioned as a strategist within the BofA report.
Key Quotes (5)
"Global equity markets have gone in very different directions post the US election."Source
HOUSE_OVERSIGHT_014446.jpg
Quote #1
"This is not how we were positioned so we need to ask the question of whether and what we need to change."Source
HOUSE_OVERSIGHT_014446.jpg
Quote #2
"Japan relatively cheap at 14.1x fwd earnings"Source
HOUSE_OVERSIGHT_014446.jpg
Quote #3
"Savita Subrahamian has a target for the US of 2300 in her year ahead Euphoria or fiscal fizzle?"Source
HOUSE_OVERSIGHT_014446.jpg
Quote #4
"Ajay Kapur actually upgraded his call to buy from a tactical pause post the election"Source
HOUSE_OVERSIGHT_014446.jpg
Quote #5
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