Termination of Cinda agreement positive for shareholders GEMs Equity Strategy： EM valuations: deep value or optical illusion? Investor's top seven questions for Lenovo Surprise termination of share placement plan Buy: Big miss but margin improvement continues Asia Credit Weekender：Notes published this week Hong Kong/China Property Daily Bank sub-debt: value remains in HK&S. Korea. AMC snr - a good alternative U/G SZE to Buy; D/G HK Land to Sell; Strategy; BEHL/GE/Geely/Baidu/Tencent A year of upgrade-led growth driven by increasing dollar content