The document discusses the impact of falling oil prices on emerging markets and developed-market equities. It highlights the risks to emerging markets, particularly oil producers like Venezuela, Russia, and Brazil, and the potential for political instability. It also outlines opportunities in developed-market equities, with revised forecasts for major indices and a constructive long-term view despite short-term challenges.
documents/vol00010-efta01459554-pdf.pdf
{"title":"CIO View Special - Americas Edition","key_people":["Elke Speidel-Walz"],"document_date":"February 2016","document_type":"correspondence","key_locations":["Venezuela","Russia","Brazil","Eurozone","Japan"],"document_subtype":"report","key_organizations":["Deutsche Asset & Wealth Management Investment GmbH"],"reference_numbers":["DB-SDNY-0120040","SDNY_GM_00266224","EFTA01459554"]}