�ݺ�ߣshows by User: JohnWinsellDavies

�ݺ�ߣshows by User: JohnWinsellDavies / http://www.slideshare.net/images/logo.gif �ݺ�ߣshows by User: JohnWinsellDavies / Thu, 15 Jan 2015 13:03:57 GMT �ݺ�ߣShare feed for �ݺ�ߣshows by User: JohnWinsellDavies JWD Macro Manifesto 2015 Investment Outlook - external /slideshow/jwd-macro-manifesto-2015-investment-outlook-external/43559771 jwdmacromanifesto2015investmentoutlookexternal-150115130357-conversion-gate01
Macro Manifesto - Investment Outlook for 2015 ABRIDGED RELEASE FOR PUBLIC DISSEMINATION John Winsell Davies CIO - Fund Manager The ‘New Charismatics’, leadership and financial markets - in the post-consensus, post-parliamentarian world Narendra Modi - Gujarati brand of compassionate conservatism Xi Jinping - Bigger than Moa, stocks trump ‘SUFFR’ Shinzō Abe - Brave Diet; audentes fortuna Iuvat ... and Abe Joko Widodo - Clove Revolution ‘A New Hope’, the Luke Skywalker of Asia Abu Bakr al-Baghdadi - Badder than Bin Laden, ‘Black Crow’ event in the making Enrique Peña Nieto - PEMEX RIP, Mano e mano with El Jefe, Yo Soy 132 be damned Hassan Rouhani - The promise of Khatami realised 2015? EM investors refocus on Iran Vladimir Vladimirovich Putin - VVP’s Russia, the endgame as I see it Kim Jong-un - Fun Boy Three, no laughing matter Emerging Markets corporate governance mandates - total return not ideology Where is the floor? Marginal supply and the economics of unconventional oil production The Dollar Bully World - Captain America still feeling Marvel-lous What’ll it be? Call drinks for in the New Year Asset allocation - Huntington, Hopkins, Stanford and Crocker Geographic dispersion - favoured destinations Industry sector - priority focus ... Independent Global Macro and Emerging Market Investment Analysis This is an original opinion piece which may not reflect the views of the Firm No other parties contributed to the production of this publication; the opinions expressed here are his own Registered in England and Wales: 02895959 | Authorised and regulated by the Financial Conduct Authority: 170913]]>
Macro Manifesto - Investment Outlook for 2015 ABRIDGED RELEASE FOR PUBLIC DISSEMINATION John Winsell Davies CIO - Fund Manager The ‘New Charismatics’, leadership and financial markets - in the post-consensus, post-parliamentarian world Narendra Modi - Gujarati brand of compassionate conservatism Xi Jinping - Bigger than Moa, stocks trump ‘SUFFR’ Shinzō Abe - Brave Diet; audentes fortuna Iuvat ... and Abe Joko Widodo - Clove Revolution ‘A New Hope’, the Luke Skywalker of Asia Abu Bakr al-Baghdadi - Badder than Bin Laden, ‘Black Crow’ event in the making Enrique Peña Nieto - PEMEX RIP, Mano e mano with El Jefe, Yo Soy 132 be damned Hassan Rouhani - The promise of Khatami realised 2015? EM investors refocus on Iran Vladimir Vladimirovich Putin - VVP’s Russia, the endgame as I see it Kim Jong-un - Fun Boy Three, no laughing matter Emerging Markets corporate governance mandates - total return not ideology Where is the floor? Marginal supply and the economics of unconventional oil production The Dollar Bully World - Captain America still feeling Marvel-lous What’ll it be? Call drinks for in the New Year Asset allocation - Huntington, Hopkins, Stanford and Crocker Geographic dispersion - favoured destinations Industry sector - priority focus ... Independent Global Macro and Emerging Market Investment Analysis This is an original opinion piece which may not reflect the views of the Firm No other parties contributed to the production of this publication; the opinions expressed here are his own Registered in England and Wales: 02895959 | Authorised and regulated by the Financial Conduct Authority: 170913]]> Thu, 15 Jan 2015 13:03:57 GMT /slideshow/jwd-macro-manifesto-2015-investment-outlook-external/43559771 JohnWinsellDavies@slideshare.net(JohnWinsellDavies) JWD Macro Manifesto 2015 Investment Outlook - external JohnWinsellDavies Macro Manifesto - Investment Outlook for 2015 ABRIDGED RELEASE FOR PUBLIC DISSEMINATION John Winsell Davies CIO - Fund Manager The ‘New Charismatics’, leadership and financial markets - in the post-consensus, post-parliamentarian world Narendra Modi - Gujarati brand of compassionate conservatism Xi Jinping - Bigger than Moa, stocks trump ‘SUFFR’ Shinzō Abe - Brave Diet; audentes fortuna Iuvat ... and Abe Joko Widodo - Clove Revolution ‘A New Hope’, the Luke Skywalker of Asia Abu Bakr al-Baghdadi - Badder than Bin Laden, ‘Black Crow’ event in the making Enrique Peña Nieto - PEMEX RIP, Mano e mano with El Jefe, Yo Soy 132 be damned Hassan Rouhani - The promise of Khatami realised 2015? EM investors refocus on Iran Vladimir Vladimirovich Putin - VVP’s Russia, the endgame as I see it Kim Jong-un - Fun Boy Three, no laughing matter Emerging Markets corporate governance mandates - total return not ideology Where is the floor? Marginal supply and the economics of unconventional oil production The Dollar Bully World - Captain America still feeling Marvel-lous What’ll it be? Call drinks for in the New Year Asset allocation - Huntington, Hopkins, Stanford and Crocker Geographic dispersion - favoured destinations Industry sector - priority focus ... Independent Global Macro and Emerging Market Investment Analysis This is an original opinion piece which may not reflect the views of the Firm No other parties contributed to the production of this publication; the opinions expressed here are his own Registered in England and Wales: 02895959 | Authorised and regulated by the Financial Conduct Authority: 170913 <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/jwdmacromanifesto2015investmentoutlookexternal-150115130357-conversion-gate01-thumbnail.jpg?width=120&height=120&fit=bounds" /><br> Macro Manifesto - Investment Outlook for 2015 ABRIDGED RELEASE FOR PUBLIC DISSEMINATION John Winsell Davies CIO - Fund Manager The ‘New Charismatics’, leadership and financial markets - in the post-consensus, post-parliamentarian world Narendra Modi - Gujarati brand of compassionate conservatism Xi Jinping - Bigger than Moa, stocks trump ‘SUFFR’ Shinzō Abe - Brave Diet; audentes fortuna Iuvat ... and Abe Joko Widodo - Clove Revolution ‘A New Hope’, the Luke Skywalker of Asia Abu Bakr al-Baghdadi - Badder than Bin Laden, ‘Black Crow’ event in the making Enrique Peña Nieto - PEMEX RIP, Mano e mano with El Jefe, Yo Soy 132 be damned Hassan Rouhani - The promise of Khatami realised 2015? EM investors refocus on Iran Vladimir Vladimirovich Putin - VVP’s Russia, the endgame as I see it Kim Jong-un - Fun Boy Three, no laughing matter Emerging Markets corporate governance mandates - total return not ideology Where is the floor? Marginal supply and the economics of unconventional oil production The Dollar Bully World - Captain America still feeling Marvel-lous What’ll it be? Call drinks for in the New Year Asset allocation - Huntington, Hopkins, Stanford and Crocker Geographic dispersion - favoured destinations Industry sector - priority focus ... Independent Global Macro and Emerging Market Investment Analysis This is an original opinion piece which may not reflect the views of the Firm No other parties contributed to the production of this publication; the opinions expressed here are his own Registered in England and Wales: 02895959 | Authorised and regulated by the Financial Conduct Authority: 170913

JWD Macro Manifesto 2015 Investment Outlook - external from John Winsell Davies

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0 https://cdn.slidesharecdn.com/profile-photo-JohnWinsellDavies-48x48.jpg?cb=1633843137 John Winsell Davies CIO - Fund Manager Tano Singapore Advisors Pte Ltd Suntec Tower Four 6 Temasek Boulevard 35th Floor, Suite 3 Singapore 038986 Summary o Top performing EM and global macro fund manager with exceptional track record in public domain (Bloomberg), former MD/PM Templeton China (Beijing) o Longstanding global macro strategist and emerging markets authority with 20 years worldwide experience in Beijing China, Moscow Russia, San Francisco California, Baku Azerbaijan, Tehran Iran, London England, Almaty Kazakhstan, Singapore Singapore, Ashgabat Turkmenistan, Tashkent Uzbekistan, Tbilisi Georgia, Kiev Ukraine, Bishkek Kyrgyz Republic, Anchorage Alaska, and Lyford Cay Baha...