Sands have shifted for iron ore after the major(s) supply storm The dollar/euro exchange rate and the different theories of exchange-rate determination Gov’t to deregulate sporting events; l-t positive for sportswear Yanzhou Coal 1H14: Still structurally challenged; capex cuts were positives Sugar price uptrend seen as FY15 earnings catalyst VIEWPOINTS EXPRESS Two significant index rule changes announced Nakorn Si Thammarat project to push FY16 profit Negative expectation have been priced in basically Lenders slow pace of credit growth