Style & Alpha Quarterly：Q3-2014-Business as usualafter the storm Global EquityInsights：How to use analysts’ ratings Yum Cha China Mengniu Dairy：Growth drivers identified, but implementation still under plan Trinity：New plan in the making; lowering forecasts on macro weakness; Hold Acquisition of Hearts On Fire to expand product offerings Adding ICICI Bank, removing Kotak Mahindra Bank Not at its best, but ‘IT’ still works fine Largest ever bulk carrier contract China Insurance Sector：May premiums - Life slowdown continues, P&C remains stable