The document provides an outlook on the GEM (Global Emerging Markets) equity strategy for 2014, highlighting the risks and opportunities in various markets such as China, Russia, Brazil, Korea, and Taiwan. It discusses the potential for extreme outcomes in Chinese equities, the undervaluation of the Russian market, the challenges facing Brazil's economy, Korea's cyclical nature and exposure to Chinese demand, and Taiwan's defensive qualities and performance in 2013.
doj/DataSet10/EFTA01451028.pdf
{"title":"GEM Equity Strategy Outlook 2014","document_date":"2013-12-11","document_type":"other","key_locations":["China","Russia","Brazil","Korea","Taiwan"],"key_organizations":["Deutsche Bank AG"],"reference_numbers":["DB-SDNY-0107144","SDNY_GM_00253328","EFTA01451028"]}