Daily Breakfast Spread Vietnam strategy unchanged despite TPP Maintaining strong profit growth; FX headwinds Initiate at Buy: Strong earnings growth and market share gains PEC’s strategy weekly:Clipping our Japan forecasts again 2Q FY3/16 operational results better than expected; 3Q may be better on low base Buy: Expect Q3 NBV to grow 15% CFO resignation is not a cause for concern Hold: 2QFY16 operational performance remains weak Singapore REITs: Retail: stress becoming reality?