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* Asset Allocation –– The Growth Gap Between East And West Is Widening
document * Asset allocation –– The growth gap between East and West is widening House Oversight Committee — Epstein Estate Records (Nov 2025)

and has allowed us to join the Obama Pivot towards Asia. We stay long Japan and EM Asia in equities on stronger signs of an economic rebound in the East

Global Asset Allocation
document IMAGES-009-HOUSE_OVERSIGHT_026577.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

… 57 3) 40 11.8 21 9.0 -90 12.0 70 9.0 83 8.0 76 12 Venezuela 42 5.0 0.0 10.1 0.6 3.5 0.0 40 0.0 3.0 28.5 22.3 18.5 30.2 Asia/Pacific Japan -07 17 0.1 53 0.7 -3.5 -20 0 16 Le -03 0.2 0.0 -0.2 Australia 21 3.5 25 56 26 15 18 3.8 25 18 3.1 2 17 27 New Zealand 13 26 29 44 23 15 S5 3....

Fwd: Steve Bannon’s clever idea to save the GOP from brutal midterms
email IMAGES-011-HOUSE_OVERSIGHT_030876.txt Jun 2, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

…he great jobs in Silicon Valley, unless you start to limit these H-1B visas and this unfair competition . . . from East Asia and South Asia.” Now this strikes me as entirely wrong. The reason that not enough Hispanic and black students end up in Silicon Valley has much more to...

While we consider demographics as an important long-term
document IMAGES-001-HOUSE_OVERSIGHT_012082.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ants into the labor force as shown in CHART 1. South Korea is the oldest emerging market with a median age of 41. East Asian economies, including Japan, have grown over the years due to migration from villages to urban centers, resulting in productivity gains that have fueled ec...

sponsors. such as American Aiknes, Ray-Ban. Coca-Cola, Proctor & Gamble
document IMAGES-001-HOUSE_OVERSIGHT_011986.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ee other professionals in the fashion indushy and judged over forty-nine young women from over North and Soulh America. Asia. and Europe. After len days of harsh competition, Jean Luc Brunel crowned the winner, Alyne Weber. a fifteen year old from Brazil. whom as a result of comi...

Then there’s Apple. The trade war combined with China’s slowing economy present a
document IMAGES-012-HOUSE_OVERSIGHT_032809.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…fer more if China decides to target tech supply chains in retaliation to Trump’s tariffs. Yet, the risks extend beyond Asia. On Wednesday, Apple announced its newest generation of iPhones. It is following the same strategy as last year, releasing ever-more expensive phones as it...

Then there’s Apple. The trade war combined with China’s slowing economy present a
document IMAGES-012-HOUSE_OVERSIGHT_033118.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…fer more if China decides to target tech supply chains in retaliation to Trump’s tariffs. Yet, the risks extend beyond Asia. On Wednesday, Apple announced its newest generation of iPhones. It is following the same strategy as last year, releasing ever-more expensive phones as it...

Thank you for reviewing this publication
document IMAGES-003-HOUSE_OVERSIGHT_014617.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… distribution in Canada; in the United States by Goldman, Sachs & Co. lember FINRA/SIPC; in Hong Kong by Goldman Sachs (Asia} L.L.C.; in Korea by Goldman Sachs (Asia} L.L.C., Seoul Branch; in Japan by Goldman Sachs (Japan) Ltd; in Australia by Goldman Sachs Australia Pty Limited...