China May 2014 Banking Volume: Stronger than expected Termination of coverage: Equity research Agri-reaction June 2014：Bearish across corn, soy and wheat as USDA reaffirmed strong production More of the same in FY15 Navigator A choppy H1: Q1 slump deepens, but Q2 rebound remains intact Key takeaways from IDC smart connected device investor day ASEAN real estate fortnightly：Feature of the fortnight Changsha property tour takeaways: Relatively healthy market Chart of the Week：Modi’s dilemma