Commodities Weekly Cost compression in China: revisiting the iron ore cost curve The euro’s depreciation and the use of savings surpluses Are the expansionary monetary policies justified by a low level of GDP relative to potential GDP? Market boom amid an influx of hot money from China Analysing potential restructuring opportunities 1Q15 wind output expanded by 24% YoY, best among peers so far Exporting A-Share exuberance Reduce: Changing business strategy Shenzhen to tighten cross-border visits to HK to once-a-week