Poor wind conditions in Aug and tariff cut concerns Sep 2014 grains and oilseed update PrimeTime Asia OW: Forecasting 86% y-o-y increase in 1H NPAT Could there be another euro-zone crisis? Probably in a weak but prolonged form OW: Buy for the gem-sets OW(V): Strong Q1, it’s not too late to buy NIFTY View Initiation: a meaty combination In line with expectations: stable growth amid still-slow macro