More evidence of fundamental improvements; stay positive Singapore: Core inflation still low in June, but MAS expectations for price rises to guide policy Cheung Kong Infrastructure：Better-than-expected results. Maintain OW Macau Gaming：Our quick thoughts here after Sands' 2Q Cheung Kong Infrastructure：Above expectation: steady ops; focus on restructuring potential Power Assets Holdings Hold: 1H15 earnings within expectations Tencent：Expect another solid quarter Lingering uncertainties Korea: 2Q GDP was weaker than expected, with consumption hit more severly by MERS scarce in June Asia Essentials