Weekly Data Packet India: Pre-demonetization GDP growth remains broadly unchanged Nov data preview: FX reserves to drop most since Jan China Passenger Vehicle Monthly: November sales outlook: PV sales likely up 14% YoY Gains in business confidence would bolster our optimistic outlook Sizing up the OPEC deal Like to see consumer pull rather than distribution push; maintain UW BRL: external transmission channels and simulated scenarios post-US election Japan Research Pack Rising concerns on growth visibility

China Passenger Vehicle Monthly: November sales outlook: PV sales likely up 14% YoY Gains in business confidence would bolster our optimistic outlook Consumer & Media Daily Sizing up the OPEC deal Like to see consumer pull rather than distribution push; maintain UW Japan Research Pack Rising concerns on growth visibility Latin America Daily Spotlight Asia Pacific Equity Strategy CLP acquires 17% of Yangjiang nuclear from CGN

Sizing up the OPEC deal Like to see consumer pull rather than distribution push; maintain UW BRL: external transmission channels and simulated scenarios post-US election Japan Research Pack Rising concerns on growth visibility Asia Pacific Equity Strategy CLP acquires 17% of Yangjiang nuclear from CGN Buy: Feedback from dealers Korea non-life insurance: Mixed October results; Hyundai M&F stands out Samsung Model Portfolio: Fundamentals to prove key

首批四只创业板定开混合基金获批 可参与创业板战略配售 “科技+消费+先进制造”超强赛道 饶晓鹏领衔华安聚优精选7月13日首发 上半年分红880亿 债基和绩优权益基金是主力 中国基金业明星基金奖隆重揭晓 嘉实基金斩获四项大奖 中欧创业板两年定开基金获批发行 公募基金高管转战保险资管渐成潮流 半年退场53只 基金发行“热”难掩清盘“冷” 基金投顾试点开闸逾半年 公募业务布局参差不齐 居民大类资产重新配置大门开启 权益基金或成主角 摊余成本法债基爆款再现 下半年或迎成立高峰

Buy: Management meeting takeaways EM TODAY Hold: Some positives but growth concerns remain Weekly Data Packet India: Pre-demonetization GDP growth remains broadly unchanged China Passenger Vehicle Monthly: November sales outlook: PV sales likely up 14% YoY Gains in business confidence would bolster our optimistic outlook Consumer & Media Daily Sizing up the OPEC deal Like to see consumer pull rather than distribution push; maintain UW

Hold: Some positives but growth concerns remain Weekly Data Packet India: Pre-demonetization GDP growth remains broadly unchanged Nov data preview: FX reserves to drop most since Jan China Passenger Vehicle Monthly: November sales outlook: PV sales likely up 14% YoY Consumer & Media Daily Sizing up the OPEC deal Like to see consumer pull rather than distribution push; maintain UW BRL: external transmission channels and simulated scenarios post-US election Japan Research Pack