Without the "new ECB", the euro would probably already have disappeared; but the need for ECB intervention may be permanent Buy：Largely in-line 1H15 results India IT Services：Cloud, automation, SaaS etc - what's the end game for India IT? We need to be more watchful but see no reason Korean shipbuilding industry：Offshore from love to panic vs. commercial ships from hate to love APAC Equity Strategy：Reporting season scorecard: Japan +0.6%,Non-Japan Asia -1.7% AKR Corporindo Tbk：Another strong quarter Daily prices and news: China's gold imports could decline in 2015 China Financial Services：ACCELERATING INTERNET PENETRATION Adani Ports and Special Economic Zone Ltd：Initiating on 2020s with Buy 2Q15 review：Offshore provisioning remains