India: 7th Pay Commission's likely macro impact Challenging Conventional Wisdom As the Fed steps back, Asian central banks step in HMG has difficult January in China Demand stimulus merely to retard slowdown India Insight:GDP growth estimated at 7.6% in FY16;dichotomy with the on-ground reality EM Daily:Mexico:FX volatility creates concerns about policy alternatives China H-Share Strategy:What is required to snap the H-share market out of bearishness? – Part II ASEAN Plantations：Two more bullish drivers not priced in; maintaining positive stance Curtailment not as bad as you thought; Reiterate Buy on HNR/FX/LY