Sinking Confidence

KEY INVESTMENT INFLUENCERS %24 INTERNATIONAL MARKET INFORMATION SOURCES EXPECTED RETIREMENT AGE ADVISORY SERVICES CAPITAL INVESTMENT Advisors favour international markets; Retail investors think otherwise 40% advisors in favour of recommending investments in international markets, while only 16% retail investors show inclination towards investing in international markets. International investment International investment preference - Retail investors preference - Advisors 84% 60% 40% 16% YES YES NO NO Advisors recommend Emerging Markets; Retail investors opt for Asia and USA 36% Advisors are likely to recommend their clients to invest in Emerging Markets 7% Retail investors think of investing in Emerging Markets 32% Retail investors consider Asia as preferred international investment destinations 27% destinations Retail investors consider USA as preferred international investment bubul. 36% 40% 32% 35% 27% 30% 24% I Retail 22% 20% I Advisors 25% 15% 13%13% 20% 13% 15% 7% 7% 5% 4% 4% 0% 10% 5% 0% USA Europe Japan Asia South Greater Emerging Others markets East Asia China Financial Advisors and Personal Network preferred 19% Retail investors prefer financial advisors while prefer personal network as a source of information for investment decision making 26% 28% 27% 30% 26% 259 24%24% 25% 18% 19% 20% 189 15% 15% 13% 1296 126 11% 1196 10% 8% 89% 868% 7% 5% 596 Broker services Financial Bank News & Online Personal Personal advisor relationship financial media network research resources manager I Sep 2010 I Dec 2010 I Mar 2011 I Jul 2011 Investors likely to retire when aged 55-60 years 39% and 34% of retail investors expect to retire between 55 to 60 years and 60 to 65 years, respectively 12% of investors expect to retire between 50 to 55 years and 8% of investors expect to retire between 65 to 70 years of age 0% I Below 45 34% IAge 45 to 50 Age 50 to 55 39% Н Age 55 to 60 IAge 60 to 65 IAge 65 to 70 Age over 70 IAlready retired Can't say 12% 1% 3% 2% 8% Data Source: J.P. Morgan Asset Management - ValueNotes Investment Confidence Survey - July 22nd to August 04th, 2011 Design by Nitesh Jain