1H15 Preview: Resilient earnings, led by fee income strength Developers' sales momentum in July slowed as expected The Flying Dutchman Third new city expansion in a row; a concern, but no surprise Rental growth still key amid rate hikes Hold: 2Q15 preview, headwinds in second half Greater China Quarterly Issues: China’s growth momentum improved in 2Q, but concerns remain Gaming Hardware: Consoles are Coming to China; Don’t Expect Meaningful Impact...for now Oil Services & Equipment: 2Q Earnings: Thoughts and Observations Large Cap Banks: Fed Weekly: C&I Loans Down Again Last Week,Offset Partly by Strong CRE Growth