Buy: Strength in diversity VIP picked up strongly after Golden Week Fastest in two years Buy: Rural health and M&M UV progress CEEMEA & Latam Daybook Who said the Phillips Curve is done ‘n’ dusted? 3Q17: Robust R&C profit, but dragged by mkt and gas distribution businesses Our highest-conviction calls Strong 3Q results; further upside from potential favorable VAT policy Buy: Strong results, stock factors in lower oil prices