OW(V): Long-term growth story still intact China May 2014 Banking Volume: Stronger than expected Termination of coverage: Equity research Agri-reaction June 2014：Bearish across corn, soy and wheat as USDA reaffirmed strong production More of the same in FY15 We want to see more rapid downstream expansion A choppy H1: Q1 slump deepens, but Q2 rebound remains intact Key takeaways from IDC smart connected device investor day ASEAN real estate fortnightly：Feature of the fortnight Changsha property tour takeaways: Relatively healthy market

大宗商品周度强弱排行 尿素早评：宏观降温，尿素或仍有下行空间 生猪周度报告：周末猪价反弹超预期 玉米周度报告：国家控制4季度谷物进口数量 燃料油早报 油脂周报：现货估值较高，远月相对偏多 原油早报 锡周报：云锡检修，关注旺季消费 铜周报：情绪面有所转弱 白糖产业日报