Will Pertamina follow Petrobras? Hold:2016 visibility remains poor Weak but still outperforming EM Consumers are still relatively confident Samsung Tech Weekly Dept Stores / Specialty Softlines: 4Q Dollar Store Preview: Store & Model Work + FY16 Setups; Remain Long the Space (DG+DLTR) Large-Cap Refiners：Downside Scenario Analysis Hong Kong:Lowering GDP forecasts:The expansionary FY16-17 budget should prevent the economy from falling into a recession Asian Daily What’s Changed, Research Focus, Today’s Events