The document provides an equity strategy outlook for 2014, focusing on emerging markets. It includes a table showing percentage changes in various countries' markets since May 1, 2013, and from May 1 to their respective troughs. The document discusses potential for lower oil prices in 2014 due to various factors such as increased US supply and decreased demand from emerging markets. It also compares EV/NCI and CROCI metrics for main emerging markets between 2007 and 2013.
doj/DataSet10/EFTA01451026.pdf
{"title":"GEM Equity Strategy Outlook 2014","key_people":["David Hurd"],"document_date":"December 2013","document_type":"tabular","key_locations":["China","Russia","South Africa","Mexico","India","Brazil","Philippines","Thailand","Turkey","Indonesia"],"key_organizations":["Deutsche Bank"]}