China Property：Positive turning point seen as ASPs fell Gold, Silver, and Palladium：The Dollar Like A Coiled Spring; Q2 Precious Earnings Calendar And Other Thoughts 1H15 no surprise；maintaining Hold 1H15 result – Strong VNB growth despite currency headwinds MLPs Succumb to Broad-Based Energy Selloff as WTI Dips Below $50/bbl; Weekly Comp Tables Jun'15: Airline passenger traffic sustains healthy growth (+16% y/y) Daimler and Hyundai's 2Q results: One step forward and one step back Taiwan: June IP showed signs of sequential improvement following earlier weakness New PT of HK$5.3 - Surging installations driving growth; Add to AFL OW SMID A clean beat in 2Q; upping PT but remain Neutral