Recovering after the fastest fall Morning Express Sportswear: Buy Anta, U/G Li Ning to Hold;Ping An/Sohu: TP (-); Macau; Consumer Could there be objective grounds for opposition between France and Germany？ France also suffers from the “curse of peripheral countries” Commodities Comment：Assessing the room for Chinese steel and aluminium exports China's fundamental problem: The decline in the return on capital Could the euro appreciate again sharply? Asia Equity Strategy Yum Cha