Hold:fundamental recovery still not in sight Buy:Signs of a strong recovery Dry Bulk Shipping:Ship chartering activity was light due to CNY holidays;iron ore ports' inventories rose Homebuilding:Orlando/Tampa Tour Takeaways:Orlando Demand Solid to Strong;Tampa Demand Fair A nickel's worth Global policy rates Asia Credit: Monday Tidbits (AT1s, Fallen angels, HY tenders, SGD consents, Supply) Asia Consumer & Media Daily Another UHV line approved – clearer visibility of curtailment 4Q15 results: miss on impairments and income