May loan growth on track, tighter shadow banking; prefer quality banks FY14 result broadly in line but volume missed SouFun,Ports in CN,CN Property;Calm on the outside, but nervous inside EM ASW Monitor Asia Consumer & Media Daily Morning Expresso Asia Strategy Weekly May HDT volume down by 4.3% yoy, the first decline in 2014 Raising fast speed train adoption rate – positive on train producers Tug of war between iron ore and nickel prices; PT cut to US$18