Asia HY: Event driven and Stressed names Strong Backlog for 2H Not yet seeing end of the tunnel Dollar to strengthen further amid risk-on trading FII Positioning at Extremes – Refiners and Upstream near all-time highs; Metals near all-time lows Vallianz wins $458 mn OSV jobs in Middle East;Mexico expectation miss on oil auction OTC drugs may be phased out of the national reimbursement list - positive for Rx drug companies Initiate at BUY; Good catalysts from national strategies Is it possible to estimate China’s actual growth rate? China’s astounding gunpowder to tame the stock market and possible consequences