China outlook 2017: property bubble,RMB,and growth forecasts Agro-input feedback:Not at all in panic mode Economics: 2017 outlook, de-globalization; Aviation; SA SA, CTF, Tingyi FX QUANT DAILY FX Positioning Analysis Both Samsonite & Tumi accelerating China Energy Day takeaways: OFS surprises and teapots are a real threat Maintain Reduce: Rule of three Some underlying North America improvement + strong Speck sales drive earnings beat China Financial Daily: PBOC Said to Control Mortgage Lending in Over-heated Markets