EFTA01458629
EFTA01458630 DataSet-10
EFTA01458631

EFTA01458630.pdf

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11 September 2016 Asset Allocation [Figure 5: For DM the PPP methodology smoothens out cyclical variations in exchange rates but has minimal impact on the trend in the level of DM GDP 50 DM GDP ($tn) - 50 45 45 Using PPP Exchange Weights 40 40 Using Mkt Exch Rate Weights 35 35 30 30 25 - 25 20 - 20 15 15 10 10 5 5 . . . 1 1 1 $aaaaaaaaaaaaaace 9 $$ OI N W $ $ Va4$$ O CN V c aae (O CO 43 CO CO CO CO 03 CO c0 CO 03 03 CO 03 03 03 CO CO CO (0 CO —3 —3 —3 —3 —> —3 —3 —3 —3 —3 —3 —3 —3 —1 —3 —3 —3 —3 —3 —) San SF, Nom Dour:mho Bat* Figure 6: For EM, the PPP methodology massively overstates the size of GDP relative to market exchange rates, more than doubling the current size 70 EM GDP (Stn) S651n 70 65 65 60 - 60 55 - Using PPP Exchange Weights 55 50 Using Mkt Exch Rate Weights - 335 to 50 45 45 40 - 40 35 35 30 30 25 530th 25 20 - 20 15 15 10 - 10 5- 5 0 r r , 0 8 Cal (( ft,) 08 2 171 VD , CO O C•1 V. 88 O CV V CD 03 O a) a> ° ° 1Cli° C.:1 CcecCCCeCccC CC a a Ca Cac 03 M c0 03 cO 03 01 cO CO CO CO CI 03 03 Cl) 03 40 Al 05 COI nn - nn - in - ) - i - >nn - ) - n - )nnn -) -) Sam SF. Mint Daces Sint Page 6 Deutsche Bank Securities inc. CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0118628 CONFIDENTIAL SDNY_GM_00264812 EFTA01458630
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EFTA01458630
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DataSet-10
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