1Q14 preview: rolling with the punches New NPL formation≠？credit costs DB Today - Global/Macro Large banks are safer bets based on 4Q13 trends Favor old economy stocks Chinese Banks Clearing the air on corporate bond defaults in China Our thoughts on the recent sell-off BNP Paribas STEER Inflation higher, but export growth still sluggish NDR Takeaways; Management see faster market share gains - II