From: Shahzad Shahbaz
To: jeffrey E. <jeevacation®gmail.com>
Subject: Re:
Date: Sun, 11 Sep 2016 10:01:25 +0000
Didn't realize this got left in my inbox.
For whatever it is worth from 2 months ago;
• Currencies; would short Euro and Sterling against Dollar
• Commodities; bullish on oil. Should hit $ 60 by year end.
• Equities; generally very cautious except European Banks, US Banks and Selected Emerging Market names.
• Fixed Income; very cautious. Risk/reward trade off very skewed
• Real Estate; quite cautious unless meets our return hurdles which is minimum 5%. More emphasis on mezz
debt with conservative LTV ratios.
• Other; generally more focused on structured transactions offering current cash pay with downside protection
and some equity upside.
Current views not very different from above.
On Jun 27, 2016, at 12:14, jeffrey E. <jeevacation@gmail.com> wrote:
ok. whatis your view of the markets here. ? currency? realestate?
On Mon, Jun 27, 2016 at 7:13 AM, Shahzad Shahbaz wrote:
I think JV will be difficult as we would rather not be in a non control situation and too many other
complications to deal with.
On Jun 27, 2016, at 13:54, jeffrey E. leevacation@gmail.com> wrote:
understood. or should we begin in some sort of joint venture. ?
On Mon, Jun 27, 2016 at 3:36 AM, Shahzad Shahbaz > wrote:
We could look at it as long as Rothschild is willing to meet our price expectations.
On Jun 26, 2016, at 19:19, jeffrey E. lea®gmail.com> wrote:
EFTA00818503
wondering with the eventual move to lux of banks, is there anything to be done with KBL and
rothschild
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please note
The information contained in this communication is
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the use of the addressee. It is the property of
JEE
Unauthorized use, disclosure or copying of this
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