China Trade - Steel exports dip further; Steel imports into India have likely peaked China's March retail sales see improvement in categories we track India: WPI inflation expectedly stays in negative territory in March Upstream exempted from LPG subsidies in FY16? Unique play in healthcare services Loads improved; CX continues to outperform SIA in pax and cargo and this is reflected in their share prices Water pollution policy calls for tighter targets; CEI wins two WTE projects What is the blue sky scenario? The Current State of Wi-Fi: Buildout Remains Fragmented but Business Models Continue to Evolve BNEF Summit Takeaways; ENPH Initiated at Overweight