Potential for Africa IPO, Upgrading 2025s to BUY Correction Overdone; Valuation Back to Crisis Level; Reiterate BUY Emerging Markets Monthly Acyclical inflation: What is down must come up? Valentine's Day sale CNY: Strong Chinese visitation bodes well for mass GGR growth LATIN AMERICA STRATEGY: Mexico: The dichotomy between locals and foreigners Spec longs remain intact Asia Credit: Monday Tidbits - Rolling into the iTraxx roll COMMODITY QUANT STRATEGY: ron ore; no elements to call for a drop in price