Slower growth given uncertain macro backdrop FUTURES REPORT BRS FUTURES FFA REPORT 3Q in line, but 4Q likely to be weak Downgrade as earnings growth ends Stalled earnings growth; stillhigh debt burden likely to remain over FY13-15F Downstream resilience may help despite a weaker 4Qoutlook 3Q13 results briefing from J.P. Morgan conference call- ALERT Weak 3Q data despite peak season Q313 result weaker than expectation Third Plenary Session of Chinese Communist Party's Central Committee to be held 9-12 November