Room for discount narrowing for developers from capital recycling SGS ？Perspective？ 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 Where have the earnings gone? China Growth Accelerates, Alongside Provisions 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