Yum Cha What happens if the euro zone’s financial markets are decorrelated from its economy? Investment Daily HSI up nearly 1,000 pts on global rebound There is no reason why the ECB’s expansionary monetary policy will revive inflation 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?