Has there been a visible reduction in market liquidity since the crisis? Atlantic City Gaming Revenues -13.9% Year-Over-Year in March; Same Store +1.4%; Borgata +8.8% Consumer Finance Preview - 1Q15 Runway Remains: BURL + ROST HQ Takes, Industry Saturation Study & Marshalls Prototype Pictorial 1Q15 Preview: Mar15 number is out and it ain't pretty China: 1Q GDP growth eased to 7.0%oya as expected;disappointing IP report reflected restructuring pains JPM Trust Tracker：March 2015 Review Shipyards & Oil Services：BAB MK wins US$300 mn FSU job；Seadrill denies move to relinquish 30% Sete rigs stake Indonesia: March trade surplus widens on weak energy imports –watching for further policy easing as growth softens Feedback from tourism-related investment tour;reaffirms KPJ as one of our top country picks