Gain to follow pain – initiating with Buy (Revised) Hong Kong/China Property Daily EC sets provisional duties on HRC and plate Reorganization proposal may be the first of many to come Asia Credit: WAVE：(Bi) Weekly Asia Valuation Express Asia Consumer&Media Daily India Banks: PVT Banks-Taking quality + quantity share China Oil & Gas Monthly：Oil demand rebounds on SPR fills;eyes on potential winter gas price hike EM Daily：Brazil - All eyes on the spending cap Chinese Leasing: Sound fundamentals come with stretched valuations