詹姆士看天下 2015/11/30

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Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.2015/11/30

Copyright 2014 Ezfunds Securities Investment Consulting Enterprise Ltd.

122.03103.2035.8790.7639.7349.50

220082014()-34.64% -15.70%-36.09% -7.28%-20.81% ---18.82%-5.58%-21.11% -12.76%-9.52% -5.56%

Bloomberg() 2015/8/312005/12/31%

Copyright 2014 Ezfunds Securities Investment Consulting Enterprise Ltd.G 64042

Bloomberg1bp=0.01% :2015/11/273(%)(bp)(bp)(bp)5.164774852978.256326383358.246906964614.16245247218

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: Bloomberg 2015/11/27

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: Bloomberg 2015/11/27MSCIMSCI(%)

Copyright 2014 Ezfunds Securities Investment Consulting Enterprise Ltd.6

(%)

: Bloomberg 2015/11/27122.80$1057.412.22%$1.0593$41.710010100.02


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7: Bloomberg 2015/11/27 ==225= (%)


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Bloomberg 2015/11/20


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Copyright 2014 Ezfunds Securities Investment Consulting Enterprise Ltd.WFII

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Copyright 2014 Ezfunds Securities Investment Consulting Enterprise Ltd.BLP WEEKLY REPORT :>

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Copyright 2014 Ezfunds Securities Investment Consulting Enterprise Ltd.11/30()101.8%1.1%11CPI0.4%0.3%12/1()11ISM50.550.11149.949.81148.348.312/2()11ADP19.018.211CPI0.2%0.1%GDP2.3%2.0%12/3()101.4%-1.0%0.50%0.50%12/4()112027.1115.0%5.0%OPEC

: Bloomberg

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111323411OPEC12710030IMFSDROPEC6

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(60%)12FED101.76%11PMI12QE323600MSCI1214ADRSDRBihar(40%)127ISIS

(2015/11/30)

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GDPGDP 2.1%1.5% GDP 20152%12

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22AEC)2020111SDRIMF1130SDRIMFSDRSDR3%7806.333%30%

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Copyright 2014 Ezfunds Securities Investment Consulting Enterprise Ltd.http://www2.hkej.com/instantnews/international/article/1181083

Draghi warned that from today's perspective, "this suggests that a sustained normalization of inflation could take longer than we anticipated in March when we first appraised the overall impact of our measures.

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2815%

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Copyright 2014 Ezfunds Securities Investment Consulting Enterprise Ltd.http://www2.hkej.com/instantnews/international/article/1181083

Draghi warned that from today's perspective, "this suggests that a sustained normalization of inflation could take longer than we anticipated in March when we first appraised the overall impact of our measures.

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10536541555Markit1152.654.054.1GDP2.1%2.1%1.5%1190.499.599.1100.4%0.4%0.1%100.1%0.3%0.1%103.0%1.7%-1.2%1049.55046.81091.393.193.1Markit1152.852.352.310M35.3%4.9%4.9%Markit52.652.052.111IFO104.7104.0103.8GDP2.3%2.3%2.3%

: Bloomberg21


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1152.8--52.4103.1%3.4%3.4%100.3%0.2%0.0%10-4.6%---0.1%110.34%0.50%0.00%1~118.3%8.7%8.5%7.5%7.50%7.50%14.25%14.25%14.25%11FGVIGPM1.52%1.50%1.89%GDP0.7%1.0%-1.3%

: Bloomberg22


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(%)MSCI1700.29-0.15 -0.32 3.33 -4.44 -0.55 -2.25 2090.110.04 0.52 5.98 -0.82 1.52 1.09 1202.382.32 3.49 3.70 -3.54 -0.19 2.48 383.670.49 2.18 5.76 -4.05 12.01 10.49 267.740.53 2.45 5.45 -2.74 15.97 17.51 22519883.940.02 4.20 5.26 -3.30 13.94 13.88 4789.371.18 2.02 0.64 -2.23 9.07 11.44 3436.30-5.35 1.59 7.18 -25.49 6.23 28.08 MSCI826.36-2.03 -2.53 0.93 -17.71 -13.59 -17.75 MSCI412.16-1.06 -2.23 3.45 -17.40 -9.91 -11.81 MSCI265.49-4.95 -2.79 -2.26 -17.12 -10.48 -24.85 MSCI1992.61-3.91 -0.71 -3.15 -20.18 -26.95 -33.77 MSCI229.60-4.48 -5.11 -5.55 -17.02 -15.20 -23.76 Bloomberg122.450.20 -1.06 -0.01 0.42 1.07 1.61 Bloomberg132.690.18 0.47 1.28 -0.01 0.28 0.73 Bloomberg136.700.13 -0.97 0.89 -0.80 -0.02 0.32 Bloomberg142.85-0.47 -2.01 -1.50 -4.78 -2.37 -4.74 Bloomberg148.69-0.34 -1.79 -0.98 -5.29 -0.77 -3.00 Bloomberg163.51-0.31 0.78 1.36 -0.30 2.92 2.57 ETF46.210.14 -0.61 0.29 -6.11 -1.46 -5.72 Bloomberg143.35-0.27 -0.46 0.98 -2.23 1.79 -0.59 Bloomberg122.31-0.38 -1.40 1.48 -2.26 -1.70 -4.14 Bloomberg149.07-0.31 -2.02 0.77 -1.80 1.07 1.00



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(%)()MSCI196.850.76 -1.99 0.56 -15.19 -17.22 -18.23 MSCI192.24-0.97 -2.36 -1.45 -17.38 -13.81 -15.73 MSCI99.16-0.55 -0.05 1.64 -5.76 -3.50 -4.98 MSCI199.090.16 -0.67 5.41 -0.30 6.92 6.35 MSCI208.600.66 -0.40 5.89 1.64 4.34 1.91 MSCI197.71-0.27 0.80 5.14 -3.66 -0.81 -2.05 MSCI149.79-0.62 0.75 9.29 0.67 6.02 4.33 MSCI68.42-0.29 -1.30 -0.41 -4.11 0.09 -5.60 MSCI110.54-1.40 -3.71 -3.71 -6.76 -10.17 -10.37 MSCI209.370.34 0.24 -0.38 -5.12 4.74 2.02 NBI3565.742.28 4.56 -0.38 -6.70 12.22 12.14 AMEX107.480.25 -12.40 -6.56 -35.57 -34.48 -33.97 REITsFTSE14571.020.87 0.59 9.38 3.70 2.27 3.55 REITsFTSE1770.501.10 0.41 9.51 3.86 1.98 3.95 REITsFTSE1529.60-1.41 -2.37 6.31 3.25 22.06 23.01 REITsFTSE1444.40-0.46 -0.71 5.83 -4.88 -5.03 -4.25 (/)1057.41-1.90 -7.40 -6.80 -11.16 -10.74 -9.40 (/)14.09-0.65 -8.66 -3.68 -15.98 -10.32 -14.40 (/)4573.00-0.15 -12.39 -11.03 -24.79 -27.41 -30.26 (/)44.860.45 -9.52 -17.19 -31.60 -21.79 -36.08 (/)41.713.27 -10.15 -14.92 -30.58 -21.42 -36.72 CRB183.24-0.27 -6.32 -9.33 -17.89 -20.32 -27.96 828.10-0.34 -2.47 -0.91 -3.89 -14.15 -15.12

: Bloomberg 2015/11/2724


(%)1.0593-0.50 -3.89 -5.56 -3.10 -12.48 -15.09 122.800.01 -1.68 -1.29 1.59 -2.48 -3.60 1.5036-1.02 -2.47 -2.01 -1.09 -3.47 -4.41 1.0302-1.18 -4.17 -6.09 -8.16 -3.47 -6.34 1.3371-0.19 -2.06 -1.71 -6.34 -13.08 -15.26 0.7193-0.64 0.48 0.96 -5.59 -12.16 -15.43 1153.000.11 -1.92 2.78 -4.11 -5.38 -4.74 32.6590-0.22 -0.39 -1.52 -6.09 -3.07 -5.37 6.3944-0.15 -0.66 0.18 -3.02 -2.95 -4.00 13801.00-1.31 -1.29 1.37 -4.43 -10.24 -11.77 66.7575-0.85 -2.69 -1.07 -4.09 -5.56 -7.31 35.8930-0.44 -0.92 -0.18 -6.17 -8.33 -8.67 1.4135-0.06 -1.15 -0.13 -4.05 -6.23 -7.56 4.25350.75 0.13 -0.51 -14.51 -17.78 -21.32 47.1430-0.27 -0.89 -1.02 -5.16 -5.14 -4.86 14.4066-3.19 -4.18 -7.70 -14.77 -19.58 -23.60 2.9252-3.40 -3.50 -0.41 -8.34 -20.22 -24.34 66.4287-2.61 -4.21 -3.35 -19.38 -8.60 -22.28 4.0321-1.31 -4.06 -6.34 -6.56 -12.10 -16.92 294.34-0.82 -3.56 -5.07 -4.10 -11.15 -16.62 4.2009-0.51 -4.31 -5.98 -3.26 -11.94 -15.39 3.8466-3.80 1.09 -7.61 -18.38 -30.91 -34.20 16.6268-0.53 -1.08 0.78 -6.83 -11.25 -15.81 9.6741-0.09 -1.54 -4.13 -7.21 -12.50 -11.90

: Bloomberg 2015/11/2725


(%) () (bp)30 2.9968-2.313.87.313.024.54.3102.2201-4.218.33.69.24.9-2.50.3080-1.60.0-8.5-8.2-2.1-11.90.4600-1.91.7-28.2-9.4-8.1-24.00.7740-4.3-1.9-32.8-8.0-5.2-21.91.4040-9.2-3.8-52.2-45.4-48.6-65.51.5200-11.8-6.7-53.9-28.3-9.1-37.02.3050-18.0-16.4-31.3-18.0-38.2-51.32.6200-9.20.1-33.0-33.010.220.810.200033.025.02.099.0218.0227.09.636523.8-45.6-184.9-81.5-337.0-74.43.28005.01.0-40.0-24.0-32.0-28.08.550013.618.121.840.058.186.215.821063.114.1190.2341.2345.7393.16.232017.435.015.228.738.844.52.26700.020.51.4-17.8-33.8-38.28.6190-2.8-5.8-24.846.482.391.2*7.72402.712.0-4.54.6-13.3-42.3102.6960-8.911.3-9.1-10.4-3.3-60.8

: Bloomberg 2015/11/2726

Copyright 2014 Ezfunds Securities Investment Consulting Enterprise Ltd.Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.


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Copyright 2014 Ezfunds Securities Investment Consulting Enterprise Ltd.Chart1-0.474013604-0.3824977999-0.3392103088-0.313759685-0.3055575163-0.27350577920.13251847250.1408755960.18039672730.1979747408

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111.97-0.14&1.960.040.041.560.44-1.441.250.71-4.711.002.320.020.64NBI2.28-1.020.39AMEX0.25-2.010.04-1.441.250.02-4.71-2.20-0.02-3.27-3.57-0.072250.02-0.02-0.791.181.00-1.02-1.021.97-1.35-2.01-0.79-1.441.25-3.02-2.01-2.20-4.33-2.20-3.57-5.35-2.91-0.021.56-3.021.000.64-3.571.970.39-3.61-0.79-0.07-4.33-3.021.96-4.71-4.33-3.61-5.35-5.35-2.91-6.25DAX1.56-6.251000.64-1.35400.39SPI-0.07MIB1.96-3.61-2.91-6.25-2.12-1.35-2.94

詹姆士看天下 2015/11/30

Economy & Finance