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ÍÝá Åðï÷Þ ãéá Åðé÷åéñÞóåéò & ×ñÞìá
HMEPHÓIA OIKONOMIKH ÅÖÇÌÅÑÉÄÁ
Ãåíéêüò Äåßêôçò 9/ 8 – 2/ 10
Ïé Äåßêôåò ôçò çìÝñáò Ã.Ä. 1.011,67
Ãåíéêüò Äåßêôçò FTSE/×.Á. Large Cap
0,99% ÇÌÅÑÇÓÉÁ ÌÅÔÁÂÏËÇ
ÐÅÌÐÔÇ 3 OKTÙÂÑÉÏÕ 2013
1.011,67
-0,99%
340,67
-1,51%
FTSE/×.Á. Mid Cap
1.062,63
0,78%
FTSE/×.Á.Mid-Small Cap
1.241,94
0,24%
FTSE/×.Á. Äéåèíïýò Plus1
1.451,45
-0,36%
Äåßêôçò Ì - Ì. ×.Á.
2.673,67
-0,08%
ÁÑ. ÖÕËËÏÕ 4928 ÔÉÌÇ 1,5 €
25
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64
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55
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êáé ÅëëÜäá ç J.P. Morgan Ó÷åäéÜæåé íÝåò åðåíäýóåéò ç Norges Bank Investment Management çí êõâÝñíçóç ÓáìáñÜ êáé ôçí ÅëëÜäá öáßíåôáé üôé óôçñßæåé ç J.P. Morgan, ðïõ äéïñãÜíùóå road show óôï ïðïßï ðáñåõñÝèçêå ï Ýëëçíáò ðñùèõðïõñãüò. Óýìöùíá ìå ðëçñïöïñßåò áðü ðçãÞ ðñïóêåßìåíç óôçí J.P. Morgan ôá ìåãÜëá funds ðïõ óõììåôåß÷áí óôéò ðáñïõóéÜóåéò åóôéÜóôçêáí óå 4 ôïìåßò:1) Ðïñåßá ïéêïíïìßáò êáé óôü÷ïé 2014 üðïõ ðáñïõóéÜóôçêå åê íÝïõ ç åêôßìçóç ãéá èåôéêü ñõèìü 0,5%. 2) Âéùóéìüôçôá ôïõ ÷ñÝïõò üðïõ áíáöÝñèçêå üôé èá óõæçôçèåß åíäåëå÷þò ôï æÞôçìá ìÝóù åíüò ðáêÝôïõ ìÝôñùí ðïõ èá ëçöèïýí. 3) ÓôÞñéîç ðïõ æçôÞèçêå óôçí ðåñßðôùóç ðïõ óôï â´ 6ìçíï ôïõ 2014 ç ÅëëÜäá âãåé óôéò áãïñÝò. ÏñéóìÝíá funds áíÝöåñáí üôé áí ç ÅëëÜäá äåí áðïêôÞóåé investment grade ßóùò ðÜñåé ìåãÜëï ñßóêï íá âãåé óôéò áãïñÝò, ëüãù áðáãïñåõôéêÞò ôéìïëüãçóçò ôùí íÝùí ïìïëüãùí. 4) Óôï åíäå÷üìåíï ëÞøçò íÝùí ìÝôñùí üðïõ ðáñïõóéÜóôçêáí ïé ãåíéêÝò ðïëéôéêÝò ôçò êõ-
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âÝñíçóçò. ÅíäéáöÝñïí óôïé÷åßï åßíáé üôé óýìöùíá ìå ðçãÝò, ç Norges Bank Investment Management, Ýíá áðü ôá ìåãáëýôåñá funds ôçò Íïñâçãßáò êáé ðáñáäïóéáêüò åðåíäõôÞò óôçí ÅëëÜäá, åîåôÜæåé ôïðïèåôÞóåéò óå ìåôï÷Ýò êáé áêßíçôá. Ç åîÝëéîç áõôÞ åßíáé Üêñùò èåôéêÞ êáèþò äéá÷åéñßæåôáé 4,7 ôñéó. êïñþíåò Íïñâçãßáò êáé èåùñåßôáé ìåãÜëïò äéåèíÞò óôñáôçãéêüò åðåíäýôçò. Õðåíèõìßæåôáé üôé ï Áíôþíçò ÓáìáñÜò, ìßëçóå óå ðáñïõóßáóç ðïõ äéïñãÜíùóå ç J.P. Morgan. Óôç óõíÜíôçóç óõììåôåß÷áí ïé åêðñüóùðïé ôùí J.P. Morgan, BlueCrest Capital Management LLP, Eaglevale Partners LP, EMSO Partners Limited, Fidelity Management & Research Co., Greylock Capital Management LLC, King Street Capital, Lazard Asset Management, Norges Bank Investment Management, NWI Management LP, Oppenheimer Funds, QFR Capital Management LP, Wellington Management êáé BTG Pactual. Óåë. 7
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