Consumer Finance Preview - 1Q15 Runway Remains: BURL + ROST HQ Takes, Industry Saturation Study & Marshalls Prototype Pictorial 1Q15 Preview: Mar15 number is out and it ain't pretty Macau Gaming：From bad to worse (still waiting for a better entry point) China: 1Q GDP growth eased to 7.0%oya as expected;disappointing IP report reflected restructuring pains Shipyards & Oil Services：BAB MK wins US$300 mn FSU job；Seadrill denies move to relinquish 30% Sete rigs stake Indonesia: March trade surplus widens on weak energy imports –watching for further policy easing as growth softens 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