Is it possible to rapidly restore growth in France or Italy? China Banks：1H14 Results review-Increasing asset quality divergence between large-sized and mid-sized banks Where will global savings go if economic uncertainty and risk aversion rise again? Strong start for FY15 Snapshot of Aug physical market Footwear SSSG remains weak; structural concerns still relevant Addressing market concerns on LT earnings as China opens up; Buy Entering into the restructuring phase China growth with global synergies; a new Buy Buy on oilfield services, offshore growth