Bank of Korea stayed on hold: forecast revision also in line with our expectations Fund Manager Monthly：Summarizing Quant Market Activity, March 2015 U.S. Mid-and Small-Cap Banks Interest Rate Weekly Monitor：Yield Curve Modestly Steepened Post the Weak Jobs Report While LIBOR C Homebuilding：Tactical Call: We Expect Weakness in Group Over Next 3-6 Months After Strong YTD Run; Downgrading PHM, MTH India IT Services：Engineering Services Outsourcing -promisingly poised for growth but tipping point not very imminent Skyworth Digital Holdings (751 HK)：March stats - reasonably good, valuations still not demanding Sound Global Limited (967 HK)：Terminating asset injection. Uncertainty remains on 2014 results US Machinery：Q1'15 Earnings Preview Moody’s upgrades India’s sovereign outlook from “stable” to “positive” Alternative Energy Weekly：Thoughts Ahead of 1Q Results; Save the Date for JPM Spotlight Conference Calls