Constructive Setup for WFE Spending (and Stocks) in 2016 Despite Macro Fears on Strategic Technology Investments Morning Meeting Daily Investment Income Shrunk Dramatically and Earnings Growth Lower than Expectation JPM Asia Telco Investing our Recommendations: Back Testing Analysis: 12th Feb 2016 China Property Sector:Another supportive policy Results Preview Strong January, but concerns over the 4% guaranteed rate products Tentative signs of improved execution and disclosure New report: Investing for growth and scale First foray into prime retail district