Buy:Demonetisation weighs in the short term Macro Monday China: RMB returns to the center of stage Redemptions from EM funds ease somewhat Macro Monday Japan: IP: A moderate recovery underway Asia Economics Comment Shipbuilding/Machinery Biweekly: Implications of DSME recapitalization More uncertainty Positive guidance on int'l traffic and tariff outlook from the group luncheon in HK China in 2017: Five macro themes Freight rates remain elevated; high iron ore inventories at Chinese ports should result in destocking in the near term