Slow rebound in economy may frustrate markets Still in intermission Focus on acceleration of railway industry reform The dawning of a new era NDR takeaway - Expect VNB growth recovery Oil: Weakness in Q2, rebound in Q3 Natural Gas: Shoulder season lull Increasing focus on wireless with the help of Intel A falling star; Initiate Underweight The Equity View Time to revisit WCC; chairman buying back shares and confident in recovery