11 September 2015
Asset Allocation
iFigure 7: At PPP weights EM is already almost I.6x larger than DM
65 Share of EM vs DM in World GDP (PPP weights) 65
-EM
60 - 60
DM
55 55
50 50
45 45
40 40
C
35 ! , . . . 35
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03
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San SF. S.E, Dann. Sant
IFigure 8: At market exchange rate weights EM has seen its share in global
GDP rise but is still much smaller than DM
90 Share of EM vs DM in World GDP (mkt each rate wts) so
80 !
4 - 80
70 -1 -EM - 70
60 DM - 60
50 50
40 - 40
30 - 30
20 -I - 20
10 -;* -r- 1- r- . n 10
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Sam SF, Horny. Par% ant
Deutsche Bank Securities Inc. Page 7
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