Below expectations in 1H; new used car platform launched in 2H Weak Aug TSF on shadow banking tightening, banks’ risk aversion In line with expectations: margin/balance sheet stabilizing on track In line with expectation: De-risk balance sheet amid rapid overdue rise Diversified Miners and Copper: Time to stop big-game hunting The Commodity Investor-Flows Analysis Commodities Weekly:September selloff Gold closes in on intra-year lows ahead of Fed meeting Looking lower OPEC: Defend $100/bbl or maintain market share?