APAC Equity Strategy:Foreigners again turn net buyers;Taiwan China Cement Weekly Strategy:Revisit of SOE Reform Plays Alternative Asset Managers: Significant Dry Powder / Limited Fr. Value Investments Protect Downside, Provide Longer Term Upside E&P Budget Watch Part II: Are the Efficiencies Real,or Are E&Ps Just Kicking the Can to 2H16? 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