info Global Alliance Partners (GAP) produces and distributes economic and strategy research, which includes a regular email "Daily Snapshot" that places the latest market newsflow in context for clients; a two-to-three-paged note "Weekly Insight" that covers a topical issue ranging from Chinese revaluation prospects to the outlook for the oil market; and an in-depth monthly report of eight to 10 pages "Inflection Point" that focuses on key secular investment themes such as demographic change.   The analysis aims to be incisive, unbiased and typically contrarian. Our views published in late 2009 included expectations that: •  the global recovery would be surprisingly strong with the US achieving more than 4% real GDP growth; •  the US dollar would rally with rising rate and growth expectations; •  China would revalue in 2010; and •  Japanese equities would be an upside surprise.   For quick and full access to our up-to-date global research, please contact any of our alliance partners:   1. HONG KONG & GREATER CHINA      Guy Stille      Executive Director and Head of Institutional Business      Quam Financial Services Group      Direct Tel: +852 2847-2283      Email: guy.stille@quamgroup.com 2. THAILAND      Robert Fernstrom      Executive VP and Head of Investment Banking      KTZMICO Securities      Direct Tel: +66 2 695 5171      Email: robertf@ktzmico.com 3. UAE      Gerhard Hametner, CFA      Director for Business Development      MAC Capital Limited      Direct Tel: +971 4 409 7177      Email: gerhard.hametner@mac-sharaf.com 4. JAPAN      Sinichi Muto      Senior Executive Officer      Capital Partners Securities Co. Ltd.      Direct Tel: +81-34543-1090      Email: s.muto@capital.co.jp 5. AFRICA      Rod MacLeod      Head of Corporate Finance      Imara Holdings Limited      Direct tel: +27 11 550 6006      Email: rodm@imaracf.co.za 6. USA      John O'Shea      Chief Executive Officer      Westminster Securities      Direct Tel: +1 212 878 6532      Email: j.oshea@globalalliancepartners.com 7. VIETNAM      Nguyen Thi Huong Giang      Director, Head of Investment Banking      Thanh Cong Securities Joint Stock Company      Direct Tel: +84 988026712      Email: giang.nt@tcsc.vn 8. London      Michael Pate      Partner      KILLIK & Co      Direct Tel: +20 7337 0462      Email: michael.pate@killik.com

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