Challenges mostly priced in; still faster, better, thinner; Buy Hold: Is the SPIL alliance value-accretive? Euro Integrateds - Total to BUY, ENI (+), Commodity/Macro, OFS weekly Buy: Takeaways from post-results investor roadshow Weighed down by recent market volatility Emerging markets: REER view mirror Active investors led the biggest weekly outflow BNP Paribas STEER? Larger-than-expected CA surplus Global Chartbook