7.7GW new connection in 1H15 Market Buzz Top Stories Turning the corner 2Q15 results largely in-line; still waiting for Tia Maria 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 Thailand: 2Q GDP set for contraction after June IP sinks; rising risk of additional 25bp rate cut Morning Express