JPM_Equity_Strategy_watermark
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Mislav Matejka, CFA |
Global Equity Strategy |
(44-20) 7134-9741 |
12 November 2018 |
mislav.matejka@jpmorgan.com |
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Table of Contents |
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Equity Strategy Key Calls and Drivers ................................. |
12 |
Top Picks ................................................................................ |
13 |
Equity Flows Snapshot .......................................................... |
14 |
Positioning.............................................................................. |
15 |
Technical Indicators............................................................... |
16 |
Performance ........................................................................... |
17 |
Earnings .................................................................................. |
18 |
Valuations ............................................................................... |
19 |
Economic, Interest Rate and Exchange Rate Outlook ........ |
21 |
Sector, Regional and Asset Class Allocations .................... |
22 |
2
vk.com/id446425943
vk.com/id446425943
vk.com/id446425943
vk.com/id446425943
vk.com/id446425943
vk.com/id446425943
vk.com/id446425943
vk.com/id446425943