Everbright Spot 2QFY14 net profit up q-q on easing political tension China Economics：Inflation disappoints, expectation of easing policy is facing challenges China：August CPI and PPI inflation data slightly lower than market expectations Is it possible to rapidly restore growth in France or Italy? Where will global savings go if economic uncertainty and risk aversion rise again? Strong start for FY15 Snapshot of Aug physical market Store base decline could be indicative Footwear SSSG remains weak; structural concerns still relevant