Aluminium LME time spreads: To borrow or lend?That is the question Key Takeaways From Analyst Meeting DB Today -Global/Macro 2Q13 review: margins strong beat on M/F shifts and effective cost control Qianhai project should enhance NAV and enlarge foothold in Shenzhen July premium – slower life, stronger P&C HK NDR takeaway - we see promising short and long-term prospects Rotations: Bond>Equity (+); EM>DM equity (+); US>W.E. equity (maybe) Daily Futures Fair Value Monitor In-line 1H13 results: good news