Epstein Files Search

EFTA01089722Set 9

2012-06-2944p20,625w

document. EFTA01089741 Asian equities (ex-Japan) Preference: overweight Recommendations 1 MSCI Asia ex-Japan (27 June): 469 (last month: 466) UBS View MSCI Asia ex-Japan (6-month target ... term trend • We expect 10% earnings-per-share growth over 12 months for the MSCI Asia ex-Japan, which trades on in Asia ex-Japan that we expect will ... continue to play out. current earnings downgrade cycle is approaching its end. Nevertheless, MSCI Asia ex-Japan is likely to see • In China, sectors that contribute to further volatility

https://www.justice.gov/epstein/files/DataSet%209/EFTA01089722.pdf

EFTA01089678Set 9

2012-10-2544p21,521w

disclaimer and disclosures at the end of the document. EFTA01089697 Asian equities (ex-Japan) MSCI Asia ex-Japan (24 Oct): 518 (last publication: 510) Recommendations UBS view MSCI Asia ... strengthening in • We expect 12.8% earnings-per-share growth over 12 months for the MSCI Asia ex-Japan. It trades on global growth. 11.0x 12-m forward earnings ... high yield 2012. stocks largely found in Singapore, Taiwan 7 Positive scenario MSCI Asia ex-Japan (6-month target): 670 & HK, complemented by growth-oriented • More supportive monetary and fiscal

https://www.justice.gov/epstein/files/DataSet%209/EFTA01089678.pdf

EFTA01089574Set 9

2013-02-2145p23,567w

disclosures at the end of the document. EFTA01089594 Asian equities (ex-Japan) Recommendations MSCI Asia ex-Japan (20 Feb): S62 (last publication: 560) UBS view MSCI Asia ex-Japan ... month target): S85 Tactical (six months) • MSCI Asia ex-Japan is trading at 11.5x 12- • China and South Korea remain our Most Preferred markets. China's macro data ... market share stock market and currency. gains and margin expansion. 71 Positive scenario MSCI Asia ex-Japan (six-month target): 680 Strategic (one to two years) • More supportive monetary

https://www.justice.gov/epstein/files/DataSet%209/EFTA01089574.pdf

EFTA01089619Set 9

2013-04-2546p24,794w

Japan) MSG Asia ex-Japan (24 April): 541 (last publication: 538) Recommendations UBS view MSCI Asia ex-Japan (six-month target): 555 Tactical (six months) • We have a neutral stance ... MSCI World's 11.2%. stocks in the rest of Asia. • Positive scenario MSCI Asia ex-Japan (six-month target): 630 Country preferences within Asia ex- • More supportive monetary and fiscal ... policy, stable inflation, sustained domestic demand growth, and an improved Japan (relative to MSCI Asia ex-Japan) global growth outlook lead to a better earnings outlook. In such a scenario

https://www.justice.gov/epstein/files/DataSet%209/EFTA01089619.pdf

EFTA01070771Set 9

2012-09-255p4,003w

transactions we have seen in Asian private equity, and how MSCI MSCI Asia Asia PE& VC Asia EM PE & they relate to the rise in Asian purchasing power. Pacific

https://www.justice.gov/epstein/files/DataSet%209/EFTA01070771.pdf

EFTA01377068Set 10

1p221w

FTSE 100 6200 Emerging Markets MSCI EM 830 Asia ex Japan MSCI Asia ex Japan 500 Latam MSCI Latam 2100 Commodities End-June 2017F Gold Gold spot

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01377068.pdf

EFTA01377055Set 10

2016-08-191p416w

Latam PIE (LTM) 22.0 0.00 5.86 6.61 8.42 8.88 7.49 8.53 11.66 MSCI Asia ex Jpn PIE 14.3 0.23 0.58 1.12 1.74 2.27 1.14 2.11 1.98 (LTM) Div Yid Relative ... MSCI UK 4.0% 66.68 7.4% -0.4% MSCI Latam 2.7% 69.80 28.7% -0.8% MSCI Asia ex Jpn 2.6% 70.89 7.6% -0.9% MSCI Japan 41.65 12.8% -6.8% 2.2% Canon! data

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01377055.pdf

EFTA01459675Set 10

1p150w

IIcD CO 07 • ro 0.6 • CO '09 '10 '12 '13 15 — MSCI Asia ex Japan P/E (LTM) Relative to MSCI AC World PIE (LTM) a — MSCI Latin America

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01459675.pdf

EFTA00959736Set 9

2013-04-243p431w

past 3 years, MSCI Lat Am is up only 2.7% (cumulative) vs. 22% for MSCI Asia Ex. Japan and 32% for MSCI World o Intra-EM Rotation: Weakening Yen putting

https://www.justice.gov/epstein/files/DataSet%209/EFTA00959736.pdf

EFTA01377057Set 10

2016-08-191p493w

currency code for the Japanese yen, the Japanese currency. The MSCI Asia ex Japan Index captures large- and mid-cap representation across 2 of 3 developed-market countries (excluding Japan

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01377057.pdf

EFTA01377054Set 10

2016-08-191p409w

MSCI Latam (USD) 2510.7 0.0% 5.2% 11.0% 39.5% 20.0% -12.5% -4.9% -5.6% MSCI Asia ex Jpn (USD) 549.3 1.1% 4.5% 9.6% 12.1% 7.2% -17% 4.5% 4.1% Commodities & Alternatives Light Crude

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01377054.pdf

EFTA01145926Set 9

2012-10-252p689w

billion across 28 Asian transactions, delivering a 17% net composite IRR which outperforms the MSCI Asia Pacific Index by 15%2. KKR's second Asian-focused fund, KKR Asian

https://www.justice.gov/epstein/files/DataSet%209/EFTA01145926.pdf

EFTA01145928Set 9

2022-06-301p603w

billion across 28 Asian transactions, delivering a 17% net composite IRR which outperforms the MSCI Asia Pacific Index by 15%2. KKR's second Asian-focused fund, KKR Asian

https://www.justice.gov/epstein/files/DataSet%209/EFTA01145928.pdf

EFTA01182125Set 9

2012-11-072p687w

billion across 28 Asian transactions, delivering a 17% net composite IRR which outperforms the MSCI Asia Pacific Index by 15%2. KKR's second Asian-focused fund, KKR Asian

https://www.justice.gov/epstein/files/DataSet%209/EFTA01182125.pdf

EFTA00917207Set 9

2011-08-089p3,937w

Govt yield: 2.49 (MTD: -10.9% YTD:-24.3%) VIX: 32 (MTD: 26.7% YT0:80.3%) MSCI Asia Pacific Ex Japan : 439 (MTD: -8.7% YTD:-8.2%) S&P Leveraged Loan

https://www.justice.gov/epstein/files/DataSet%209/EFTA00917207.pdf