China H-Share Strategy:What is required to snap the H-share market out of bearishness? – Part II ASEAN Plantations：Two more bullish drivers not priced in; maintaining positive stance Curtailment not as bad as you thought; Reiterate Buy on HNR/FX/LY Jinling Pharmaceutical：Healthcare services to drive net profit growth Macau Gaming：January market share review Is it a policy dead-end? Consistency in an inconsistent world Indonesian Strategy：Melt up PEC’s Japan strategy：Through the Looking-Glass ESG：A different climate Philippines Strategy：Looking to end 2015 on a high note