EFTA01870721Set 10
2012-03-3036p8,272w
Lady Rule Burma?
Timothy Garton Ash
Article 6
Council on Foreign Relations
Does the BRICS Group Matter?
Interview with Martin Wolf
Article 7.
The Financial Times
Groupthink is no match ... European studies at Oxford University.
Article 6.
Council on Foreign Relations
Does the BRICS Group Matter?
Interview with Martin Wolf
March 30, 2012 -- The group offast-growing
emerging markets known ... BRICS--Brazil,
Russia, India, China, and South Africa--held their
fourth annual summit this past week in New Delhi.
The leaders of thefive nations agreed on new
measures tofacilitate greater
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01870721.pdf
EFTA00718929Set 9
2012-04-0125p7,533w
Lady Rule Burma?
Timothy Garton Ash
Article 6.
Council on Foreign Relations
Does the BRICS Group Matter?
Interview with Martin Wolf
Article 7.
The Financial Times
Groupthink is no match ... European studies at Oxford
University.
Article 6.
Council on Foreign Relations
Does the BRICS Group Matter?
Interview with Martin Wolf
March 30, 2012 -- The group offast-growing emerging markets known ... BRICS=-Brazil, Russia, India, China, and South Africa--held their
fourth annual summit this past week in New Delhi. The leaders of thefive
nations agreed on new measures tofacilitate greater
https://www.justice.gov/epstein/files/DataSet%209/EFTA00718929.pdf
EFTA02404867Set 11
2012-04-0125p6,016w
studies at Oxford University.
<1=>
<1=>
Article 6.
Council on Foreign Relations
<=>Does the BRICS Group Matter?<=b>
10
EFTA_R1_01444853
EFTA02404876
Interview with Martin Wolf
March ... group of fast-growing emerging markets known as the BRICS--Brazil, R=ssia, India, China, and
South Africa--held their fourth annual summit this=past week in New Delhi ... bloc, including a deal to extend credit facilities in the
local=currencies of other BRICS countries. They also discussed a potential plan =o set up a joint BRICS development
bank
https://www.justice.gov/epstein/files/DataSet%2011/EFTA02404867.pdf
EFTA01928021Set 10
2014-04-2040p9,679w
Process
with Palestinians Because of Continuous
Breaking of Agreements
Uri Avnery
The American Interest
BRIC Bust?
Michael Mandelbaum
EFTA_R1_00376027
EFTA01928021
Article I.
NYT
Focusing America's Attention ... Knesset (three terms: 1965-1969, 1969-1973, 1979-1981)
\gide 5
The American Interest
BRIC Bust?
Michael Mandelbaum
April 20, 2014 -- Once the darlings of the global economy ... past several years. Goldman Sachs, the company that first
coined the term "BRICs" in 2001, issued an analysis at the end
EFTA_R1_00376048
EFTA01928042
of last year whose title
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01928021.pdf
EFTA00718128Set 9
2014-04-2127p9,632w
Palestinians Because of Continuous Breaking of
Agreements
Uri Avnery
Article 5.
The American Interest
BRIC Bust?
Michael Mandelbaum
Ankle I.
NYT
Focusing America's Attention on Asia
Carol Giacomo
April ... Knesset (three terms: 1965-1969, 1969-1973, 1979-
1981)
Article 5.
The American Interest
BRIC Bust?
Michael Mandelbaum
April 20, 2014 -- Once the darlings of the global economy ... past several years. Goldman Sachs, the company that first coined the term
"BRICs" in 2001, issued an analysis at the end of last year whose title
summed up its conclusion
https://www.justice.gov/epstein/files/DataSet%209/EFTA00718128.pdf
EFTA01466396Set 10
2013-12-11105p20,860w
where
investors
are rightly sceptical about the declared level of NPLs, especially in the
BRIC
markets; 2) There is no sign of a reversal in the degradation of margins ... since the financial
crisis.
By our reckoning, the relationship is most dysfunctional in the BRIC markets,
particularly China, where we can envisage the potential for a debt trap ... cheap as they appear to be in aggregate
13
Taper versus governance 18
BRICs at most risk of 'classic' EM crisis based on dysfunctional relationship
between state and
companies
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01466396.pdf
EFTA02691765Set 11
2011-07-2029p8,059w
Another Overhyped Challenge to U.S.
Power
Joseph Nye
July 20, 2011 -- Last April, the BRICS - Brazil, Russia, India, China
and South Africa - met in the Chinese resort of Sanya ... Kahn suddenly resigned this
May as director general of the International Monetary Fund, the
BRICS were unable to agree on a candidate, and despite the rhetoric
of change France will ... retain the position.
Goldman Sachs coined the term BRIC in 2001 to call attention to
profitable opportunities in what the investment firm considered
"emerging markets." But what was intended
https://www.justice.gov/epstein/files/DataSet%2011/EFTA02691765.pdf
EFTA00587436Set 9
2011-07-2029p8,037w
Another Overhyped Challenge to U.S.
Power
Joseph Nye
July 20, 2011 -- Last April, the BRICS - Brazil, Russia, India, China
and South Africa - met in the Chinese resort of Sanya ... Kahn suddenly resigned this
May as director general of the International Monetary Fund, the
BRICS were unable to agree on a candidate, and despite the rhetoric
of change France will ... retain the position.
Goldman Sachs coined the term BRIC in 2001 to call attention to
profitable opportunities in what the investment firm considered
"emerging markets." But what was intended
https://www.justice.gov/epstein/files/DataSet%209/EFTA00587436.pdf
EFTA01170770Set 9
8p5,884w
leaders' statement of intent.
• Equities — We close our underweight in China and move BRICs to an over- Seamus Mac Gorain
weight within EM, i.e long MSCI BRICs vs MSCI ... Consensus
rebound in EM equities, motivating us to move to OW EM equities and BRICs
within EM (see below). 4.0
Fixed income 3.6
• Bonds sold off as the summit ofEuropean ... growth. This Balance ol positive minus negative US economic
shift is more pronounced in BRICs, including China. As a result, we close our surprises.
underweight in China (i.e. short MSCI
https://www.justice.gov/epstein/files/DataSet%209/EFTA01170770.pdf
EFTA00517030Set 9
2018-10-0818p2,758w
Sender: Self e:"eeitunes il.com
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BRICS. - should be an economic union only - otherwise doomed
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BRICS. - should be an economic union only - otherwise doomed
iMessage
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BRICS. - should be an economic union only - otherwise doomed
iMessage
[3] 2018-10-09 06:27:32 (UTC)
EFTA00517037
Sender: Self e:'eeitunes il.com
Participants: ( ), Self
https://www.justice.gov/epstein/files/DataSet%209/EFTA00517030.pdf
EFTA01171763Set 9
8p5,793w
gilts overJGBs.
Nikolaos Panigirtzoglou
• Equities — Continue to focus on country trades favouring Germany and
BRICs.
• Credit — Senior French bank bonds vs. OATS look attractive in very good, Seamus Mac Gorain ... favouring an
overweight in EM vs DM equities. The shift is more pronounced in BRICs,
including China. Asa result, we overweight BRICs withinEM to an over-
weight within EM (long ... MSCI BRICs vs MSCI EM). BRICs have been
underperforming steadily since the end of 2009, mostly due to overheating and
tightening fears. These fears are gradually fading.
Credit
• With policies
https://www.justice.gov/epstein/files/DataSet%209/EFTA01171763.pdf
EFTA00781816Set 9
2018-10-0817p2,466w
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BRICS. - should be an economic union only - otherwise doomed
EFTA00781830
iMessage
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BRICS. - should be an economic union only - otherwise doomed
iMessage
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They might consider even a BRICS bond .
iMessage
[2] 2018-10-09 06:27:32 (UTC)
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Participants: ), Self (jeeitunes®gmail.com )
They might consider
https://www.justice.gov/epstein/files/DataSet%209/EFTA00781816.pdf
December 2013
GEM Equity Strategy Outlook 2014
Taper versus governance
BRICs at most risk of 'classic' EM crisis based on
dysfunctional relationship between state and companies
Micro structural factors threaten ... corporate sector. Our conclusion is that at least three of the
four BRICs economies, with the possible exception of India, are eventually
more liable to a 'classic' EM-type crisis ... which lead to a rapid run-down in FX reserves, could
become self-fulfilling.
BRIC economies most vulnerable' because of failure to implement reforms
Emerging economies and financial markets have
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01451005.pdf
EFTA01183593Set 9
4p1,131w
open for investors", working on rebranding of
the Moscow Investment Portal: investmoscow.ru.
March 2014 BRICS Youth Expert Society (BRICS YES)
— present Moscow-St. Petersburg
time Chair, Head of the working ... group of BRICS multicivilizational cooperation
BRIGS YES is an initiative group of young scholars, researching BRICS countries'
economic and civilizational realities. Initiative group is working under the auspices
https://www.justice.gov/epstein/files/DataSet%209/EFTA01183593.pdf
December 2013
GEM Equity Strategy Outlook 2014
Taper versus governance
BRICs at most risk of 'classic' EM crisis based on
dysfunctional relationship between state and companies
Micro structural factors threaten ... corporate sector. Our conclusion is that at least three of the
four BRICs economies, with the possible exception of India, are eventually
more liable to a 'classic' EM-type crisis ... which lead to a rapid run-down in FX reserves, could
become self-fulfilling.
BRIC economies most vulnerable' because of failure to implement reforms
Emerging economies and financial markets have
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01451034.pdf
EFTA01437694Set 10
2015-08-247p2,484w
repetition of the 1997-Asian crisis.
Focus instead on three of the four BRICs (Brazil, Russia, China but not
India) and selected others, e.g. Turkey and Thailand.
Emerging markets facing ... board of governors of the
Federal Reserve; it implements U.S. monetary policy.
BRIC - BRIC is the abbreviation for the four large emerging economies
Brazil, Russia, India and China
Eurozone
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01437694.pdf