Termination of coverage: Equity research Agri-reaction June 2014：Bearish across corn, soy and wheat as USDA reaffirmed strong production More of the same in FY15 Navigator We want to see more rapid downstream expansion 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 What’s Inside