詹姆士看天下 2016/09/19

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Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.2016/09/19

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#

: Bloomberg 2016/9/16

(%)3.294.146.89%%4.659/05

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#IND>IND>12)HE00H0A0DXEM(20160411)ADOL

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Bloomberg1bp=0.01% :2016/9/16(%)(bp)(bp)(bp)4.143854212976.895095273354.653233282773.29193192181

()()()()()

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#IND>18)>>14)16)OASHE00H0A0DXEM(20160411)ADOLLDMP

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: Bloomberg 2016/9/16

MSCIMSCI

(%)9iPhone 7

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#

: Bloomberg 2016/9/16

(%)

$1.1155$43.03102.290.007$1310.2596.108-0.039

IEAOPEC1.693

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#

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: Bloomberg 2016/9/16 ==225= (%)

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#

6

(2.3%)92

(-5.6%)

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#

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Bloomberg

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#WFII

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()Bloomberg : 2016/9/16()

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#BLP WEEKLY REPORT :>

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()Bloomberg : 2016/9/16()

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#

09/19 8 5.3%5.3%09/20 8 119121.109/21-0.1%-0.1% 8 ()---8.4%09/22 8 5475390.50%0.50%--7.5%09/23 9 PMI 52.052.0 9 PMI --49.5 9 PMI --51.7 9 PMI --52.8 9 PMI --53.6 9 PMI --51.7 9 PMI --48.3 9 PMI --52.3 2 GDP ()--1.4%

: Bloomberg

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#CDR2) >>GALAXY

Joseph LaVorgna8510911

80.3%0.4%9iPhone 72021112.610

9IEA9OPEC4050

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#

12

1320152001WTO

31363.8676.6411

10380

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#320162-0.5%0.4%319791-420150.4%20132

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49David Cameron102912Witney

150.25%

2008125140

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#

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28

60

886203.11021.35%13.82%6.996.901.119%15.2018.6%

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#

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79.548%4.915.168%

2018Nikolai Tokarev20182015952018

GDP623166611478%2009

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#

8 PPI ()0.0%0.1%-0.2% 8 CPI ()1.1%1.0%0.8% 8 ()-0.3%-0.1%0.0% 8 ()-0.4%-0.2%0.7% 9 -1.99-1.00-4.21 9 89.890.689.8 8 CPI ()0.9%0.7%0.7% 8 CPI ()0.4%0.4%0.4% 8 CPI ()0.2%0.2%0.2% 8 CPI ()0.3%0.4%-0.1% 8 CPI ()1.3%1.4%1.3%0.25%0.25%0.25%

: Bloomberg

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#

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8 PPI ()-3.6%-3.4%-3.9% 8 ()-8.4%---19.7% 7 ()5.2%0.3%-0.9% 7 ()-4.2%---3.8% 8 ()6.3%6.2%6.0% 8 ()10.6%10.2%10.2% 8 CPI ()5.05%5.20%6.07% 7 () -2.4%1.4%2.0% 8 3.8%3.6%3.6% 8 ()0.7%0.6%-0.3%10.00%10.00%10.50% 7 ()-5.3%-5.0%-5.3%

: Bloomberg

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#

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(%)MSCI1696.31-0.68 -2.05 3.70 3.08 2.02 4.02 2139.160.53 -2.05 3.28 4.37 4.66 9.25 1224.780.46 -0.97 7.00 11.17 7.83 5.28 337.82-2.23 -0.68 3.70 -1.14 -7.65 -4.78 244.87-1.46 0.09 3.90 -1.00 -6.40 -2.29 22516519.29-2.63 -0.16 5.90 -1.23 -13.21 -8.58 4309.87-2.23 0.39 3.99 -0.03 -8.88 -5.55 3002.85-2.47 -3.31 4.65 5.49 -14.62 0.55 MSCI885.45-2.63 -2.73 9.83 7.10 11.50 6.70 MSCI440.04-2.56 -1.03 10.94 8.55 9.03 7.71 MSCI267.26-3.00 -2.84 1.43 -3.37 9.34 -2.24 MSCI2300.38-3.47 -7.40 9.37 7.00 25.72 14.40 MSCI235.82-2.20 -6.23 5.40 1.23 12.18 -2.61 Bloomberg127.58-0.10 -0.56 -0.32 2.17 4.35 4.83 Bloomberg139.05-0.08 -0.18 1.77 3.66 5.62 6.55 Bloomberg146.59-0.28 -0.80 1.23 5.75 8.09 8.35 Bloomberg157.54-0.75 -0.22 4.76 9.99 12.92 7.86 Bloomberg165.10-0.63 -0.09 5.29 11.09 14.17 9.16 Bloomberg169.79-0.74 -0.18 3.14 5.16 6.56 5.40 ETF45.600.73 -1.28 4.78 6.19 5.36 1.71 Bloomberg158.23-0.93 -1.02 4.18 9.19 12.72 11.59 Bloomberg129.38-0.64 -1.52 2.89 4.59 6.19 7.10 Bloomberg167.09-1.29 -1.98 3.76 7.30 12.66 12.34

Bloomberg 2016/9/16

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#

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(%)()MSCI195.69-3.70 -4.84 -0.83 3.03 9.73 4.46 MSCI207.28-1.98 -4.28 4.86 6.91 12.24 9.34 MSCI92.16-2.52 -0.53 4.10 0.26 -5.01 -3.41 MSCI189.88-0.80 -2.92 2.69 0.06 -1.93 -0.41 MSCI217.24-0.23 -3.04 1.03 1.03 4.24 9.78 MSCI203.55-1.12 -2.90 3.82 3.09 6.12 9.49 MSCI158.752.31 0.74 11.01 9.58 8.45 15.73 MSCI70.10-1.67 -3.27 -0.69 -2.34 3.19 5.08 MSCI118.67-0.04 -1.53 -1.53 0.01 6.27 7.95 MSCI204.480.90 -2.34 3.22 6.49 -2.73 -3.14 NBI3051.454.62 0.51 13.70 16.01 -13.81 -18.25 AMEX225.67-1.91 -15.96 -0.64 24.46 102.98 94.37 REITsFTSE16048.01-0.74 -3.36 0.85 5.65 9.54 17.62 REITsFTSE1950.89-0.64 -3.44 1.41 5.15 9.02 17.31 REITsFTSE1316.44-3.38 -2.44 -2.74 -5.80 -9.45 -7.19 REITsFTSE1781.98-1.79 -4.83 2.43 6.64 20.57 29.81 (/)1310.25-1.33 -1.91 1.28 4.80 23.95 15.51 (/)18.79-1.39 -0.91 9.34 20.79 38.16 25.86 (/)4788.003.35 -0.48 5.58 -2.98 1.76 -10.99 (/)45.77-4.67 -8.53 -5.35 12.96 24.84 -1.96 (/)43.03-6.21 -9.65 -8.63 11.16 18.36 -1.88 CRB180.78-0.96 -4.24 -6.03 2.52 2.63 -6.90 819.81-0.46 -2.94 -8.37 -0.19 -0.51 -2.36

: Bloomberg 2016/9/16

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#

(%)1.1155-0.69 -1.39 -1.29 -0.65 2.82 -0.20 102.290.39 -1.83 1.81 9.66 17.76 18.09 1.3002-2.00 -0.24 -11.26 -9.23 -11.49 -15.89 0.9804-0.49 -1.89 -1.73 -0.93 2.36 -0.74 1.3212-1.25 -2.16 -2.65 -0.41 5.20 0.76 0.7491-0.66 -1.21 1.05 -0.57 3.42 5.65 1121.87-2.14 -0.04 3.83 4.08 5.11 5.08 31.6340-0.32 0.81 2.67 3.13 4.61 3.64 6.67470.15 -0.25 -1.32 -2.78 -2.64 -4.50 13155.00-0.36 0.02 0.70 -0.06 4.77 10.08 66.9850-0.46 0.26 0.64 -0.53 -1.10 -1.72 34.9300-0.11 -0.63 1.02 0.17 3.35 2.79 1.3681-0.70 -1.28 -1.55 -0.32 3.98 3.36 4.1305-1.43 -2.79 -1.66 -1.75 3.95 3.41 47.8450-1.35 -3.03 -3.38 -3.22 -2.03 -2.90 14.18201.62 -4.42 4.95 7.63 9.39 -4.73 2.9804-0.39 -1.58 -2.35 -3.85 -1.98 1.01 65.2850-0.70 -1.48 -0.75 4.59 11.82 1.79 3.86260.05 -1.35 0.58 -1.79 1.68 -3.00 276.17-0.26 -0.72 0.22 0.14 5.23 0.52 3.9855-0.74 -0.96 0.61 -0.20 4.53 -0.85 3.26290.34 -1.86 6.22 14.70 21.39 17.37 19.6106-3.77 -6.57 -4.33 -10.72 -11.77 -14.56 15.1340-0.29 -3.05 -8.11 -3.42 -14.55 -38.10

: Bloomberg 2016/9/16

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#

(%) () (bp)30 2.44525.114.74.9-26.5-57.1-63.7101.69261.811.811.4-21.6-57.7-60.1-0.0390-2.44.615.24.0-30.4-40.90.0070-0.43.73.1-30.4-62.2-76.70.30900.311.4-9.2-34.1-67.9-85.81.34209.422.5-20.00.8-25.4-57.81.0780-0.49.7-51.9-42.7-69.3-104.93.416025.557.6-0.245.590.070.22.94004.323.2-34.91.6-0.3-9.99.78002.015.01.0-51.0-96.0-89.08.208515.9-11.5-54.1-120.3-134.6-297.32.96006.020.0-42.0-20.0-37.0-62.08.7060-5.123.3-35.8-55.9-108.937.112.2090-5.337.8-61.7-247.1-430.3-297.66.071013.623.8-3.7-6.3-20.6-11.81.56505.716.7-5.0-35.7-52.0-66.87.01709.616.7-61.3-64.6-172.8-198.6*6.8680-17.7-23.4-63.4-65.2-89.3-82.92.22309.317.413.935.9-27.7-74.1

: Bloomberg 2016/9/16 *

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#

20082014-26.69% -5.61%-36.09% -7.28%-20.81% ---18.82%-5.58%-21.11% -12.76%-9.52% -5.56%

Bloomberg() 2016/8/26%

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#G 640423

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#

105008 (02)7708-88886610 (04)3700-7988360171 (07)972-118839Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#