China Basic Materials:2Q15 earnings calendar for China Basic Materials sector China Consumer:Key takeaways from Bain’s presentation on FMCG China Prop Weekly:Weekly sales dropped 1.5% in low season Compression MLPs:Cautiously Optimistic on Compression as Near-Term Uncertainty Clouds Attractive Long-Term Potential;CCLP Top Pi Applied Tech Weekly:Weekly Tearsheet Strong FY1Q Expected on Fees/Trading Even as Asia-ex Slows RE 2Q EPS Misses, PRE 2Q In Line With Pre-Announcement 1H15 results preview: Margin pressure persists The unbearable lightness of China’s growth Potential pipeline reform could offset further gas price cut, upgrade to NEUTRAL