2Q15 results largely in-line; still waiting for Tia Maria Buy: Fundamentals relatively resilient Economics: Risk of inflation; D/G Baidu to Hold; HK Banks, COLI, Property Estimates lowered on challenging coal markets; PT cut to 90c Maintain PT HK$5.3 – profit surge on policy-induced demand Morning Express China 1H solar installations keep it on track to meet target Daily Edge Gearing Up For Sustainable Long-Term Growth Strong 1H15 Results