Nord Anglia Education：Increasing PT to $25 - more growth through acquisitions MNCGroup：Upgrade BMTR to OW on attractive valuations and digital business upside; downgrade MSKY to Neutral Korea construction：March housing transactions: record-high volume; strong trend likely to continue India IT Services：Engineering Services Outsourcing - promisingly poised for growth but tipping point not very imminent China Auto Rental Incorporated：Raising PT to HK$17.8 - Still a lot more room for growth 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 Semiconductors：Expect In-Line 1Q Results and Seasonal/Conservative 2QOutlooks；Top Picks BRCM, TXN, INTC, MU and MXIM