Focus this week will be on South Africa’s S&P rating review on Friday Takeaways from consumer sector field trip China Property：Weekly sales dropped to monthly average, MTD sales -17% MoM Vietnam at a glance：Cautiously optimistic on trade Business stabilizes but market expectations remain too high Upgrade to Hold: Better margins but mostly priced in Hold: Takeaways from our recent site visit Upgrade to Buy: Recent underperformance and a better 2017 create a good entry point Hold: Looking beyond 1H FY17 Acoustics competition heating up for Apple and Non-Apple in 2017