Dividend Ideas: Playing dividend upside surprises Downgrade to Hold: 3Q17 results miss; Struggles of major customers to dampen 2018 outlook Retain Reduce; Take the next exit China inflation data (Oct 17): Headline surprises, but steady core inflation Hold: Disappointing near-term outlook from slower than-expected TDDI penetration Here comes the EMU tender Asia Economics Comment Real opportunity – Go long BRL (vs. ILS) China Export Data (October 2017) CEEMEA & Latam Daybook