China TV sales slow while overseas sales pick up First contract from international auto brand Negatives priced in, Buy on dips Softer October Lodging Data, But May Be More Corporate Driven; We Think OTA Trends Stable Monthly Dispatch - November 2016 Our Quick Take on Amazon's Possible Sports Interest October: Steel Down Solidly and Flattish So Far in Nov.; Base Metals Flattish to Modestly Up; Petchems Mostly Down More complexity, more opportunities (H-Shares) EM funds asset allocation and performance Sustaining the unsustainable