Macron and equities: The stocks to watch if he succeeds Interest in CMD could decline after issuing exchangeable bonds Aluminium：China trip takeaways; production cuts vs. capacity additions Buy: Revving up momentum ahead of Model 3 ramp EMEA Mining：Stress testing the downside; reiterate cautious view on EMEA miners Iron Ore/Steel：China trip feedback; furnace closures continue to benefit high grade iron ore Made in China：China trip takeaways; Alibaba; dbAccess Asia Conference 2017 Highlights; Macau We offer our findings post the short seller report Kospi 200 reconstitution:10 regular changes, 1 special inclusion Reasons to be cheerful