A choppy H1: Q1 slump deepens, but Q2 rebound remains intact Key takeaways from IDC smart connected device investor day ASEAN real estate fortnightly：Feature of the fortnight Changsha property tour takeaways: Relatively healthy market Chart of the Week：Modi’s dilemma Positive stance reaffirmed post field trip OW: New CEO announcement and board changes Healthy indications in April-May Gegional Oil & Gas Does monetary policy have an impact on inflation? Only through the prices of sheltered services