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Israel from the perspec tive of foreign investors

Israel from the perspec tive of foreign investors. Are the foreign investors here?. Saban-Apax-Arkin Cerberus Orascom Institutional Investors Capital Group Templeton Fidelity Boston Company Pioneer Investment management T Rowe Price Schroders.

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Israel from the perspec tive of foreign investors

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  1. Israel from the perspective of foreign investors

  2. Are the foreign investors here? • Saban-Apax-Arkin • Cerberus • Orascom Institutional Investors • Capital Group • Templeton • Fidelity • Boston Company • Pioneer Investment management • T Rowe Price • Schroders page 2

  3. Top down drivers of emerging markets page 3

  4. Flow of funds into emerging markets in 2005 (1) page 4

  5. 10% of flows into equity funds allocated to emerging markets in 2005 17% of flows into bondfunds allocated to emerging markets Flow of funds into emerging markets in 2005 (2) page 5

  6. Emerging vs developed market performance Israel vs emerging markets Emerging market bond yields page 6

  7. Valuations in emerging markets still lower, though gap closing page 7

  8. Israel in a global context page 8

  9. Performance of MSCI Israel equity market in global context page 9

  10. Deutsche Bank’s recommended weighting versus benchmark index Foreign investors weighting versus benchmark index page 10

  11. Currency value as % of 2005 PPP fair value page 11

  12. Country and currency volatility Beta to emerging markets If we are not EM, what are we? page 12

  13. Key Deutsche Bank global forecasts page 13

  14. Deutsche Bank’s Israel forecasts page 14

  15. What can we do next? • Move to nominal reporting • Increase liquidity • Easy access to stock borrowing • Standardize OTC documentation • Netting • Free float page 15

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