Earnings miss on decline in connection fee income China Infra E&C and Rolling Stock: Switch to rolling stock plays to benefit from anticipated order book growth reacceleration in Strong growth in FY16 in line with expectations,remain OW CNY: PBoC reassurance? EM Vulnerability Monitor: Headwind from the US Global financial integration and disintegration 2017 outlook: Riding the wave (M&A, self-help, capacity constraint) DB HK CSI Weekly Asia Essentials A strong first set of results after listing; growth momentum expected to carry into 4Q and FY17