Weekly Data Packet India: Pre-demonetization GDP growth remains broadly unchanged Nov data preview: FX reserves to drop most since Jan China Passenger Vehicle Monthly: November sales outlook: PV sales likely up 14% YoY Gains in business confidence would bolster our optimistic outlook Sizing up the OPEC deal Like to see consumer pull rather than distribution push; maintain UW BRL: external transmission channels and simulated scenarios post-US election Japan Research Pack Rising concerns on growth visibility

调研报告：挂面主业增长动力强，外延增长成果可期 调研报告：坚定转型聚焦大健康，定增加码布局 收购王子制陶，进军汽车尾气催化陶瓷新材料 牵手中国动力，开展先进电池技术全方位产研合作 智能制造龙头在“再创” 产业资本连续增持，价值持续被低估的锂电隔膜新贵 宽带终端业务保持领先，定增加速智慧家庭与康复医疗产业布局 定增助力，全面布局光伏电站领域 近期高考招生计划调整利好教育培训市场 稳中求进布新局，培育多维发展空间