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Equity Markets: Global Trends and Opportunities - March 31, 2009

Explore insights on equity valuations, fund flows, IPOs, and market prospects. Learn why investors are shifting towards emerging markets and the impact on global equity markets. Contact experts for more information.

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Equity Markets: Global Trends and Opportunities - March 31, 2009

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  1. Equity Markets – Preparing for the Future March 31, 2009 in Nizhny Novgorod

  2. Key Themes • The London Stock Exchange is an established platform for international companies to raise capital; • Equity today is undervalued relative to bonds • Last week saw 1.9 billion USD of flow into Global Emerging Markets funds - At the country and regional level there was a marked preference for commodity producers with Brazil, Russia, Australia and Canada Equity Funds all posting solid inflows. • In the first half of 2008 before the global crisis intensified, AIM led all growth markets in funds raised • Companies from Russia (and other CIS) have done well on AIM in IPO and further capital raised • The time is right to start thinking about your equity valuations

  3. Money Raised - South America 250 200 150 £ milion 100 50 0 2002 2004 2007 Capital raised on our markets

  4. Prospects for Equity in 2009 - What the Federal Reserve Earnings Model tells us Source: QFR, www.quasarfinancialresearch.com

  5. Equity Fund Flows – Looking for Yield “The latest data certainly paints a picture of money leaving essentially passive vehicles such as Money Market Funds and being put to work in funds offering more risk and higher rewards” - EPFR Global Senior Analyst Cameron Brandt. Source: EPFR

  6. IPO Money Raised – Benchmarking AIM Source: IPO Watch Report, Q3 2008

  7. Money Raised by CIS companies on AIM (£m) CIS AIM Money Raised,(£m) The average for CIS AIM companies at admission is £98m and the average further raise is £26m. Source: London Stock Exchange Statistics, March 2009

  8. Conclusions • Investors will return to equity markets • Emerging markets with a strong commodities base will be among the first to receive fresh capital • Russian and CIS companies have established a visible presence in London, not only on the Main Market but on AIM as well • Small and Middle-Cap companies need to include AIM on their menu of finance options in 2009/10

  9. Contacts Jon Edwards Senior Manager, CEE & CIS International Business Development jedwards@londonstockexchange.com +44 20 77971599 Maria Aleksandrova CEE & CIS Team, maleksan@londonstockexchange.com +44 20 77971444

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