What would growth be now in Germany,France, Spain and Italy if the oil price had not fallen and the euro had not depreciated? 1H15 preview: Business exits likely to impact revenues The equity market as a monetary policy instrument? Investment Daily China: The risk of inflation Singapore: Data Watch More funding from mortgage and bonds: Week ending Jul 26, 2015 US LV SAAR Tracking Above 17 mn for Third Straight Month; Incentives Are Healthy, ATPs Robust, and Truck Sales Stronger Asian Daily Everbright Spot

Hold: Weak but in-line Where's the wage pressure? Godrej Consumer Products Sembcorp Marine (SMM SP) Regional O il & Gas Hold: IDR depreciation generates better than expected 2Q Init coverage on Brokers; PetroChina; ASMP; Franshion/Joy City/HLP; Hypermarket APAC Equity Strategy: KRW/ JPY: Have you noticed the correlation with Autos EBIT margins? Net foreign selling out of Emerging Asia ex. China reaches US$9.6 bn in June and July First to Market

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