ASEAN Equity Strategy：1Q15 ASEAN quarterly review Global Economic Weekly：Fed Minutes Raise Rate Hike Expectations, US Dollar Rebounds Strongly China’s Economy Weekly：Downward Economic Pressure Continues, Demand Recovery Unstable Singapore Banks：Delayed cycle, slower growth and weaker asset quality; Tactical d/g of DBS to Neutral Shipyards & Oil Services：Sete Brasil rigs down to 13-17?; SBM denies $1.7 bn PBR settlement Everbright Spot PCs：1Q15 PC shipments in-line, Notebooks still growing, Lenovo share gains continue Malaysia Airports Holdings Berhad：Near-term pain, medium-term gain IndusInd Bank (IIB IN)：Acquires diamond portfolio of RBS Credit Outlook