Xinjiang Goldwind Science & Technology Co., Ltd. Recent price correction offers good investment opportunity; maintain sector top A strong quarter in China offsets slower HK; attractive business mix Far East Global Alert：New contract +54% YoY in 1Q14，locking -in 34% of FY14 target In line with expectations; best-in-class CF/risk management; CL-Buy China Merchants Holding International Below expectations on GM miss/higher provisions; Neutral on A/H Fundamentals intact despite recent weakness Chongqing Rural Commercial Bank China Paper & Packaging Improved S&D and lower OCC cost Lessons from China Policy Forum: Stable economy & difficult reforms