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詹姆士看天下 2015/08/03

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警語：本文提及之經濟走勢預測不必然代表基金之績效，基金投資風險請參閱基金公開說明書 警語：本文提及之經濟走勢預測不必然代表基金之績效，基金投資風險請參閱基金公開說明書 2015/08/03

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  1. 1. Copyright2014EzfundsSecuri:esInvestmentConsul:ngEnterpriseLtd. 2015/08/03
  2. 2. Copyright2014EzfundsSecuri:esInvestmentConsul:ngEnterpriseLtd. 129.30 112.59 49.40 38.90 54.34 2008 2014 () -34.64% -15.70% -36.09% -7.28% -21.11% -12.76% -9.52% -5.56% -18.82%-5.58% Bloomberg() 2015/6/302005/12/31 %
  3. 3. Copyright2014EzfundsSecuri:esInvestmentConsul:ngEnterpriseLtd. Bloomberg1bp=0.01% :2015/7/31 (%) (bp) (bp) (bp) 4.77 419 429 297 7.24 532 536 335 8.55 738 742 461 4.09 242 251 218 () () () () ()
  4. 4. Copyright2014EzfundsSecuri:esInvestmentConsul:ngEnterpriseLtd. : Bloomberg 2015/7/31 (%) 4.09 (&) 4.77 7.24 % % 8.55 -0.13 -0.09 0.20 0.22 0.24 0.27 0.31 0.31 0.40 1.22 -0.5 0 0.5 1 1.5
  5. 5. Copyright2014EzfundsSecuri:esInvestmentConsul:ngEnterpriseLtd. 1.2 1.2 1.2 0.8 0.5 -0.7 -1.0 -2.2 2.8 2.1 1.8 1.4 1.2 1.2 1.1 1.1 0.6 0.1 -3 -2 -1 0 1 2 3 4 5 : Bloomberg 2015/7/31 MSCI MSCI (%)
  6. 6. Copyright2014EzfundsSecuri:esInvestmentConsul:ngEnterpriseLtd. 6 l 0.2%GDP 10 l 5%2OPEC7 721% -3.6 -6.8 1.0 -0.3 -2.1 -1.2 -0.6 0.8 0.7 0.4 0.0 0.0 0.0 -0.1-0.1-0.1-0.4 -1.2 -2.0 -5.3 -8 -7 -6 -5 -4 -3 -2 -1 0 1 2 CRB (%) : Bloomberg 2015/7/31 123.89$1095.822.180% $1.0984 $47.12
  7. 7. Copyright2014EzfundsSecuri:esInvestmentConsul:ngEnterpriseLtd. 3.3 2.4 1.8 1.7 1.5 1.5 1.2 1.2 1.1 0.5 0.2 0.1 0.1 0.1 0.0 0.0 -0.3 -0.8 -1.1 -1.2 -1.6 -2.0 -4.5 -4.7 -10.0 -12 -10 -8 -6 -4 -2 0 2 4 7 : Bloomberg 2015/7/31 ==225= (%)
  8. 8. Copyright2014EzfundsSecuri:esInvestmentConsul:ngEnterpriseLtd. (3.29%)ItauBRF Ambev (2.39%) (-10.0%)(-4.7) 278.48%H (-4.5%)
  9. 9. Copyright2014EzfundsSecuri:esInvestmentConsul:ngEnterpriseLtd. 9 FOMC 9 (some) 2% 9 1012 00.25% 0.10% (0.125%) S&P500302130 1 5% 730S&P500286 7 10.2%7.7% 2.7%
  10. 10. Copyright2014EzfundsSecuri:esInvestmentConsul:ngEnterpriseLtd. () ()2015/7/30 10 S&P500 Bloomberg 2015/7/30 S&P500Bloomberg 2015/7/24 - 0309 () 3829 () 8342 ()
  11. 11. Copyright2014EzfundsSecuri:esInvestmentConsul:ngEnterpriseLtd. Bloomberg
  12. 12. Copyright2014EzfundsSecuri:esInvestmentConsul:ngEnterpriseLtd. () Bloomberg : 2015/7/31()
  13. 13. Copyright2014EzfundsSecuri:esInvestmentConsul:ngEnterpriseLtd. () Bloomberg : 2015/7/31()
  14. 14. Copyright2014EzfundsSecuri:esInvestmentConsul:ngEnterpriseLtd. : Bloomberg 7 8/3() 7ISM 53.5 53.5 6 0.3% 0.5% 6 0.2% 0.9% 8/4() 6 1.7% -1.0% 2.00% 2.00% 7.25% 7.25% 8/5() 7ADP 21.0 23.7 6 -0.2% 0.2% 8/6() 0.50% 0.50% 6 0.3% -0.2% 8/7() 7 5.3% 5.3% 7 22.5 22.3
  15. 15. Copyright2014EzfundsSecuri:esInvestmentConsul:ngEnterpriseLtd. FOMC9 75.3% GDP 1072 /
  16. 16. Copyright2014EzfundsSecuri:esInvestmentConsul:ngEnterpriseLtd. (60%) QE (40%) (2015/8/3)
  17. 17. Copyright2014EzfundsSecuri:esInvestmentConsul:ngEnterpriseLtd. GDPGDP 2.3% GDP GDP0.2%0.6% FED7 (some) 9 TPP(TPP)72831 12
  18. 18. Copyright2014EzfundsSecuri:esInvestmentConsul:ngEnterpriseLtd. IMF(IMF)30 930 39 312 3
  19. 19. Copyright2014EzfundsSecuri:esInvestmentConsul:ngEnterpriseLtd. 2022312022 6CPI0.1%6CPI 0.1%5 4.8%2%3.3%3.4% 104 2710 46,600
  20. 20. Copyright2014EzfundsSecuri:esInvestmentConsul:ngEnterpriseLtd. BBB- 1218 729728 29
  21. 21. Copyright2014EzfundsSecuri:esInvestmentConsul:ngEnterpriseLtd. 0.25% 0.25% 0.25% GDP 2.3% 2.5% 0.6% 2.9% 2.7% 1.8% 0.2% 0.6% 0.7% 6 3.4% 3.2% -2.1% 7 90.9 100.0 99.8 7 93.1 94.0 93.3 7CPI 0.2% 0.2% 0.2% 6 11.1% 11.0% 11.1% 7CPI 0.2% 0.3% 0.3% 6 -2.3% 0.3% 0.2% GDP 2.6% 2.6% 2.9% GDP 3.1% 3.2% 2.7% : Bloomberg
  22. 22. Copyright2014EzfundsSecuri:esInvestmentConsul:ngEnterpriseLtd. 6CPI 0.4% 0.3% 0.5% 6 0.8% 0.3% -2.1% 6 3.4% 3.3% 3.3% -2.0% 1.9% 4.8% 7PMI 50.0 50.1 50.2 6 -0.3% -- 0.6% GDP 0.64% 2.55% 3.37% 11.00% 11.00% 11.50% 14.25% 14.25% 13.75% 3.00% 3.00% 3.00% 7FGVIGP-M 0.69% 0.74% 0.67% () 58 40 50 : Bloomberg
  23. 23. Copyright2014EzfundsSecuri:esInvestmentConsul:ngEnterpriseLtd. (%) MSCI 1765.60 1.15 1.21 -1.22 2.94 3.27 3.51 2103.84 1.16 1.30 -0.21 2.62 2.18 9.28 1238.68 1.03 -0.77 0.86 3.48 2.82 11.11 396.37 0.44 3.38 0.43 7.05 15.71 19.42 273.15 -0.30 2.26 1.97 9.64 18.31 22.55 225 20585.24 0.20 0.22 5.39 18.74 17.96 32.61 5076.80 -1.23 0.68 6.55 15.07 15.61 30.42 3663.73 -10.00 -0.63 -17.51 14.32 13.26 67.65 MSCI 901.68 -0.96 -6.49 -13.80 -7.66 -5.71 -14.95 MSCI 439.57 -1.75 -6.92 -14.43 -6.56 -3.91 -8.33 MSCI 293.28 1.23 -4.16 -12.73 -2.15 -1.11 -27.45 MSCI 2304.76 1.21 -7.39 -13.91 -12.84 -15.51 -32.71 MSCI 262.30 0.46 -4.04 -11.03 -7.10 -3.13 -19.24 Bloomberg 122.36 0.40 1.12 -0.16 -1.86 0.99 3.89 Bloomberg 131.81 0.20 1.06 -1.20 -1.21 -0.39 2.29 Bloomberg 136.58 0.31 0.78 -1.68 -3.03 -0.10 1.67 Bloomberg 147.74 0.31 -0.52 -1.63 1.89 0.97 -3.23 Bloomberg 153.71 0.24 -0.69 -1.68 2.23 2.59 -0.30 Bloomberg 162.82 -0.13 1.14 -0.48 1.71 2.49 3.06 ETF 47.24 1.22 -0.34 -2.70 1.81 0.75 -2.01 Bloomberg 144.47 0.22 0.12 -1.21 1.91 2.58 0.83 Bloomberg 124.08 0.27 -0.56 -1.99 -1.66 -0.27 -1.83 Bloomberg 150.10 -0.09 0.78 -1.91 -1.34 1.77 5.30 Bloomberg 2015/7/31
  24. 24. Copyright2014EzfundsSecuri:esInvestmentConsul:ngEnterpriseLtd. (%) () MSCI 208.81 1.22 -5.60 -15.21 -12.92 -12.19 -29.28 MSCI 211.40 1.40 -4.80 -10.55 -6.96 -5.22 -15.10 MSCI 105.95 0.57 1.44 0.31 5.87 3.10 3.49 MSCI 203.36 1.23 2.14 1.86 8.38 9.21 14.79 MSCI 210.53 1.09 4.43 2.13 2.77 5.31 9.27 MSCI 200.10 1.83 0.01 -3.24 0.08 0.39 1.04 MSCI 145.68 0.12 1.55 -1.31 4.69 3.11 10.07 MSCI 71.83 1.08 1.40 -0.92 1.64 5.08 -0.04 MSCI 117.00 2.79 3.71 3.71 -6.48 -4.92 -1.44 MSCI 227.12 2.06 3.57 4.66 10.43 13.62 21.68 NBI 4003.21 1.19 3.28 11.25 20.25 25.99 52.84 AMEX 111.73 -2.75 -24.96 -37.89 -43.95 -31.88 -52.86 REITs FTSE 14144.31 1.04 3.23 -0.23 -7.16 -0.73 9.55 REITs FTSE 1722.29 1.21 3.79 -0.07 -7.73 -0.80 9.96 REITs FTSE 1509.11 0.20 5.44 3.29 3.91 20.42 31.15 REITs FTSE 1468.92 1.85 0.66 -4.81 -5.63 -3.42 -4.25 (/) 1095.82 -0.29 -6.44 -7.25 -13.27 -7.74 -15.47 (/) 14.78 0.70 -6.10 -10.19 -14.80 -6.18 -26.90 (/) 5230.00 -0.63 -9.28 -17.44 -4.82 -16.98 -26.49 (/) 52.21 -4.41 -14.34 -22.25 -10.78 -9.87 -50.72 (/) 47.12 -2.12 -17.85 -20.93 -11.84 -12.20 -52.22 CRB 202.57 -1.20 -9.79 -11.13 -10.93 -11.91 -30.74 865.43 -1.84 -9.47 -1.83 -3.89 -10.28 -12.92 : Bloomberg 2015/7/31
  25. 25. Copyright2014EzfundsSecuri:esInvestmentConsul:ngEnterpriseLtd. (%) 1.0984 0.00 -1.30 -1.58 -4.45 -9.32 -18.27 123.89 -0.06 -0.99 -3.14 -5.20 -3.42 -17.30 1.5622 0.74 0.43 3.42 3.11 0.39 -7.27 0.9663 -0.35 -2.75 -3.44 -4.46 2.82 -6.24 1.3091 -0.32 -4.17 -7.82 -5.38 -11.43 -16.88 0.7308 0.36 -2.90 -6.80 -6.26 -10.64 -21.74 1170.31 -0.21 -4.68 -8.38 -5.73 -6.78 -12.18 31.6750 -0.80 -2.53 -3.32 -0.14 -0.06 -5.22 6.2097 0.00 -0.14 -0.10 0.81 -0.07 -0.58 13539.00 -0.68 -1.48 -4.25 -6.30 -8.50 -14.47 64.1362 -0.15 -0.76 -1.11 -3.64 -1.70 -5.58 35.0030 -0.31 -3.71 -4.94 -7.05 -6.16 -8.32 1.3722 -0.04 -1.95 -2.97 -1.92 -3.44 -9.22 3.8310 -0.56 -1.51 -6.99 -5.15 -8.71 -16.58 45.7400 -0.48 -1.38 -2.51 -3.47 -2.23 -4.98 12.6808 -0.10 -2.93 -4.96 -10.31 -8.81 -16.03 2.7708 -1.21 -2.80 -1.96 -13.25 -15.63 -23.00 61.7050 -5.31 -8.48 -14.76 6.66 -0.68 -41.41 3.7710 0.04 -0.23 -4.32 -3.86 -6.22 -17.69 279.63 1.40 1.04 -2.88 -4.01 -6.64 -16.66 4.0124 0.34 0.40 -1.08 -4.47 -7.87 -17.77 3.4214 -1.98 -9.31 -11.89 -20.28 -22.32 -33.84 16.1088 0.97 -2.39 -4.10 -9.07 -8.46 -18.12 9.1867 -0.18 -1.09 -3.05 -5.82 -7.86 -10.62 : Bloomberg 2015/7/31
  26. 26. Copyright2014EzfundsSecuri:esInvestmentConsul:ngEnterpriseLtd. (%) () (bp) 30 2.9061 -5.6 -21.8 16.6 68.4 15.4 -41.1 10 2.1801 -8.2 -17.3 14.8 53.9 0.9 -37.8 0.4150 0.4 -5.0 7.3 13.7 8.6 -12.3 0.6440 -4.7 -12.0 27.8 34.2 10.3 -51.1 0.9360 -3.1 -25.9 29.6 40.0 11.0 -59.4 1.7720 -9.6 -56.2 27.3 17.8 -11.8 -92.3 1.8420 -5.9 -45.9 37.4 41.9 23.1 -66.3 2.3910 -11.9 -61.0 28.5 -24.9 -29.6 -122.0 2.9340 6.2 -37.8 30.2 95.4 41.6 -46.9 9.5600 -16.0 20.0 22.0 246.0 154.0 48.0 10.6464 -5.9 -27.5 12.2 -257.7 -236.0 117.8 3.7400 19.0 -14.0 30.0 95.0 14.0 -99.0 8.2530 11.1 -2.7 29.7 112.7 28.4 -5.6 12.9680 -13.8 35.2 17.3 101.3 60.4 97.5 6.0450 -8.0 -1.7 13.3 80.5 20.1 21.4 2.4250 9.0 -2.7 0.1 18.5 -18.0 -62.9 8.5660 30.2 23.7 85.6 139.8 77.0 54.9 * 7.8070 -1.7 -5.3 -5.6 11.5 -5.0 -69.1 9 2.8120 0.0 -13.1 33.7 19.6 8.3 -89.6 : Bloomberg 2015/7/31
  27. 27. Copyright2014EzfundsSecuri:esInvestmentConsul:ngEnterpriseLtd. / (02)770-88888 6633 (03)620-5699 897 (04)3700-7988 360171 (07)972-1188 39 Copyright2015EzfundsSecuri:esInvestmentConsul:ngEnterpriseLtd.
  28. 28. Copyright2014EzfundsSecuri:esInvestmentConsul:ngEnterpriseLtd.

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