FX Positioning Analysis CreditOutlook: Credit Implications of Current_Event Both Samsonite & Tumi accelerating China Energy Day takeaways: OFS surprises and teapots are a real threat Maintain Reduce: Rule of three China Financial Daily: PBOC Said to Control Mortgage Lending in Over-heated Markets South Africa ratings: On borrowed time? Improving sales momentum; Sustainable for how long? Japan Research Pack Initiate at Buy: All that cash