VIEWPOINTS EXPRESS Hani Financial Express Morning Briefing First Light Asia：What’s Changed, Research Focus, Today’s Events Lowering estimates and target price; prefer MPEL Chinalco Mining Corporation：1H14 results – Toromocho delays full commissioning 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 Upgrade to OW: Consolidation to fuel rerating