Reduce: Weak growth Cuts like a knife Bond-to-equity rotation: scaling the potential JPM Research Sentiment Index: JSI moderated; EPS outlook still strong In case you missed it: Asia-Pac: This week’s highest IP & Conviction 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