Are residential real estate prices a leading indicator of growth in the United States? Weifu (200581.SZ, CL-Buy): 2Q14 earnings in line with expectations Dongfeng 1H14 earnings above our expectation Hang Seng Index sank for 5 consecutive days Morning Briefing Does very high public and private debt lead to expectations of higher inflation? Economic Research：Scotland four days before the referendum INVESTMENT DAILY China Cement Industry Database In line with expectations; better NIM/NII; relatively stable asset quality