EFTA01455452.pdf

Appendix: Basket Holdings Japanese Yen & Nikkei Geared Basket - Holdings" Ticker 3J s,—, I ) 7261 MAZDA MOTOR CoR., ..,.•( a : a ) _ 9601 OKASAN SECURITIES GROUP iNC 3 6701. .NEC COW 2 7270 FUJI HEAVY INDUSTRIES LTD 2.8 701.2 KAWASAKI Hic.,': 'i:...s i ., 1.9 8604 NOMURA HOLDINGS INC 2.3 9104 MITSul OSK LINES LTD 1.9 5101 YOKOHAMA RUBBER CO LTD /3 6758 SONY CORP 1.9 8616 TOKAI TOKYO FINANCIAL HOLDIN 2.3 7276 KOITO MANUFACTURING CO LTD 1.8 6141 DMG MORI SEiKi CO LTD 2.2 5406 KOBE STEEL LTD 2.8 8601 DAIWA SECURMES GROUP INC 2.2 7203 TOYOTA MOTOR CORP 1.7 5334 NGK SPARK PLUG CO LTD 2.1 8628 MATSUI SECURITIES CO LTD 1.7 7205 HINO MOTORS LTD 2 7272 YAMAHA MOTOR CO LTD 1.7 Long I Short European oil Sensitivity Basket — Holdings' Lona Basket Short Basket ticker Long Name Country Sector Ticket Short Name Country Sector LUPE SS _undin Petroleum A8 Sweden Energy HEI CR Heldelbergeement Ag Germany Materials SR NO 'Statoil Asa Norway Energy SMIN IN Smiths Group Pk Britian Industrials PGS NO acrokum Geo- Services Norway Energy ADS GR atlas Ag Germany Cons Discretionary CGG FP CGG France Energy DAI GR Daimler Ag- registered Shares Germany Cons Discretionary FUR NA cugro NV-CVA Netherlands Energy EKTAB SS Elekra AB-El Slid Sweden Health Care TEC FP Technip SA France Energy MI BB Anheuser-Busch In ben NV Belgium Consumer Staples 8G/ LN ,3g Group Plc Britain Energy BKT SM 3ankiter SA Spain Financials RDSA NA loyal Dutch Shell Netherlands Energy ZOT SM Zardoya Otis SA Spain Financials PMO LN Premier Oil Plc Britain Energy IF% GR nfineon Technologies Ag Germany IT . OMV AV OMV Ag Austria Energy CCL IN Carnival Plc United States Cons Discretionary TLW IN Tellow Oil Plc Britain energy COM LN tarillion Plc Britian industrials ATCOA S$ atlas Copco AB-A Shs Sweden Industrials BPSO IM 3anca Popolare Di Sondrlo Italy Financials HO FP Thales SA France industrials SAB SM Santo de Sabadell 54 Spain Financials IF F SM Telefonica SA Spain Telecome GAS SM "as Natural Sdg SA Spain Utilities ST M IM Stmkroelectronks NV Switzerland IT UG FP Peugeot 54 France Cons Discretionary BAYN GR Sayer Ag- reg Germany Health Care ALU FP Akatel.lucent France IT BATS LN British American Tobacco Plc Britian Consumer Staples FiG/ IN National Grid Pie Britian Utilities RCF FP Teleperformance France Industrials UU? LN /United Utilities Group Pk Britian Utilities ABF LN Associated British Foods Plc Britian Consumer Staples (1) Source: DB Global Markets Research: Synthetic Equity 8 index Strategy 01/22/14 CAST ss Castellon AB Sweden Financials (2) Source: DB Global Markets Research The House View 0729/14 Deutsche Asset e, idea€th Manage a- c:!a For Internal Use Only 28 CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0114217 CONFIDENTIAL SDNY_GM_00260401 EFTA01455452