Fund Manager Monthly：Summarizing Quant Market Activity, March 2015 U.S. Mid-and Small-Cap Banks Interest Rate Weekly Monitor：Yield Curve Modestly Steepened Post the Weak Jobs Report While LIBOR C Homebuilding：Tactical Call: We Expect Weakness in Group Over Next 3-6 Months After Strong YTD Run; Downgrading PHM, MTH India IT Services：Engineering Services Outsourcing -promisingly poised for growth but tipping point not very imminent Semiconductors：Expect In-Line 1Q Results and Seasonal/Conservative 2QOutlooks；Top Picks BRCM, TXN, INTC, MU and MXIM Sound Global Limited (967 HK)：Terminating asset injection. Uncertainty remains on 2014 results US Machinery：Q1'15 Earnings Preview Moody’s upgrades India’s sovereign outlook from “stable” to “positive” Alternative Energy Weekly：Thoughts Ahead of 1Q Results; Save the Date for JPM Spotlight Conference Calls USDA Crop Progress, 04.13.2015