Buy: Central portfolio remains solid Hold: Too early to tell on positive turnaround Restructuring Goldin’s Tianjin properties Supply to surge as indicators slide 3-6 spread to converge on theoretical level HK IG earnings recap (1.0) and bond recommendation change From China with new uncertainties Monday Tidbits (India, India, India) China: NPC comment 1: Government Work Report sets 2016 economic targets 2020 Renewable Portfolio Standard roll out positive to PRC wind & solar sector