Feedback from tourism-related investment tour;reaffirms KPJ as one of our top country picks Historical Wireless Pricing Analysis Suggests Lower $/GB but Relatively Stable Prices Overall as Usage Increases North America Metals & Mining：Q1 Earnings Preview & Calendar Prices approaching break-even point for low-cost producers Philippines: February remittances ease, FX translation effects may have had an impact Upgraded for a great year Korea: Jobless rate turned back down in March Multiple risks leading to sell-off New contender for fourth mobile operator position; potential overhang on valuations? Taking stock after the surge