ECB: A QE By Any Other Name Is Still QE Global Emerging Markets Strategy：The GEM Inflow Spurt is Slowing ($690m) China Port Sector：Big growth acceleration at Shenzhen in August Upgrade to OW: Consolidation to fuel rerating Where have the earnings gone? Markets gained amid positive sentiment and liquidity SMBC proposed subscription of 222m new shares in BEA - ALERT YTD sales performance below expectations; lowering TP/EPS More clarity on lower gas transmission tariff; Buy BJE NEA issues long-awaited distributed solar policy