1. Cabot Investors Conference 2014www.cabot.net

2. Cabot Investors Conference 2014www.cabot.net The Five Biggest Stories in Emerging Markets Paul Goodwin Chief Analyst, Cabot China & Emerging Markets Report Paul@cabot.net @ChinaHandPaul

3. Cabot Investors Conference 2014www.cabot.net China: Anti-corruption

4. Cabot Investors Conference 2014www.cabot.net China: Anti-corruption Xi Jinping actually means it this time! Tigers and Fleas Zhou Yongkang, former Politburo member and security czar PLA officer (and former Politburo member) “Naked officials” and the man with the Rolex Golf and Cognac

5. Cabot Investors Conference 2014www.cabot.net China Retail!

6. Cabot Investors Conference 2014www.cabot.net China Retail!

7. Cabot Investors Conference 2014www.cabot.net China Retail!: Vipshop (VIPS)

8. Cabot Investors Conference 2014www.cabot.net China Retail!: BitAuto (BITA)

9. Cabot Investors Conference 2014www.cabot.net China Retail! 58.com (WUBA) Jumei (JMEI) E-Commerce China Dangdang (DANG) LightintheBox Holding (LITB)

10. Cabot Investors Conference 2014www.cabot.net India: Gridlock and Progress

11. Cabot Investors Conference 2014www.cabot.net India: Gridlock and Progress New government led by Narendra Modi Leader of Bharatiya Janata Party Has an absolute majority in Indian Parliament

12. Cabot Investors Conference 2014www.cabot.net Russia: Sanctions

13. Cabot Investors Conference 2014www.cabot.net Russia: Sanctions Putin strangling freedom Takeover of Crimea Continuing conflict in Ukraine

14. Cabot Investors Conference 2014www.cabot.net Argentina: Default

15. Cabot Investors Conference 2014www.cabot.net Argentina: Default Great Argentine Depression 1998– 2002 Restructuring in 2005 and 2010 IMF loans repaid by 2006 93% of bonds out of default by 2010 Vulture funds

16. Cabot Investors Conference 2014www.cabot.net Investment rules SNaC Approach: Story, Numbers and Chart Cabot China-Timer