Guide to the Markets
MARKET INSIGHTS
Asia | 2Q 2017 |As of March 31, 2017
Quarterly Perspectives Asia | 2Q 2017
STRATEGISTS
Tai Hui
Managing Director
Chief Market Strategist Asia
Kerry Craig, CFA
Executive Director
Global Market Strategist
Yoshinori Shigemi
Executive Director
Global Market Strategist
Marcella Chow
Vice President
Global Market Strategist
Akira Kunikyo
Vice President
Global Market Strategist
Ben Luk
Vice President
Global Market Strategist
Dr. Jasslyn Yeo, CFA
Vice President
Global Market Strategist
Ian Hui
Associate
Global Market Strategist
Hannah J. Anderson
Market Analyst
J.P. Morgan Asset Management is pleased to present the
latest edition of
Quarterly Perspectives
. This piece explores
key themes from our
Guide to the Markets
, providing timely
economic and investment insights.
THIS QUARTERˉS THEMES
A strong run, but a few hurdles remain
Can investors keep pushing the bar higher for U.S. equities
Asia ex-Japan equities turning the corner
A good investor always carries an umbrella24
|GTM ¨CAsia13Glo
bal
eco
nom
y
Global Purchasing Managersˉ Index (PMI): Manufacturing
Source: Australian Industry Group, J.P. Morgan Economics Research, Markit, National Bureau of Statistics of China (NBS), J.P. Morgan Asset Management.Heatmap colors are based on PMI relative to 50, which indicates contraction (below 50) or expansion (above 50) of the sector. March 2017 readings for the euro area, Germany, France, and the U.S. are flash estimates.
*Number of countries displayed in the above heatmap, excluding regional aggregates (Global, DM, EM and euro area), which are in expansionary territory. MarkitPMI, not NBS PMI, is counted for China.
Guide to the Markets ¨CAsia 2Q 2017.
Data reflect most recently available as of 31/3/17.
Global Purchasing Managersˉ Index for manufacturing
Apr'1May'Jun'
15Jul'15
Aug'Sep'
15Oct'15Nov'15Dec'15Jan'16Feb'16
Mar'1Apr'1May'Jun'
16Jul'16
Aug'Sep'
16Oct'16Nov'16Dec'16Jan'17Feb'17
Mar'1Global50.851.150.950.850.550.451.051.050.750.950.050.750.250.150.451.050.751.051.952.052.752.753.053.0DM51.952.151.752.151.951.752.652.352.052.150.850.950.550.351.251.451.251.552.652.953.754.254.153.9
EM49.649.849.949.148.648.549.049.249.049.448.950.249.649.549.250.350.150.351.050.751.050.851.351.6U.S.54.154.053.653.853.053.154.152.851.252.451.351.550.850.751.352.952.051.553.454.154.355.054.253.3
Euro area52.052.252.552.452.352.052.352.853.252.351.251.651.751.552.852.051.752.653.553.754.955.255.456.2Germany52.151.151.951.853.352.352.152.953.252.350.550.751.852.154.553.853.654.355.054.355.656.456.858.3
France48.049.450.749.648.350.650.650.651.450.050.249.648.048.448.348.648.349.751.851.753.553.652.253.3Italy53.854.854.155.353.852.754.154.955.653.252.253.553.952.453.551.249.851.050.952.253.253.055.055.7
Spain54.255.854.553.653.251.751.353.153.055.454.153.453.551.852.251.051.052.353.354.
。。。以上简介无排版格式，详细内容请下载查看