Agri-reaction June 2014：Bearish across corn, soy and wheat as USDA reaffirmed strong production More of the same in FY15 Navigator We want to see more rapid downstream expansion A choppy H1: Q1 slump deepens, but Q2 rebound remains intact ASEAN real estate fortnightly：Feature of the fortnight Changsha property tour takeaways: Relatively healthy market Chart of the Week：Modi’s dilemma What’s Inside Positive stance reaffirmed post field trip