Macquarie Asean Conference 2019 - Live from Asean: Day One

Macquarie Asean Conference 2019 - Live from Asean: Day Two

B.Grimm Power Public (BGRIM TB) - Asean Conference 2019: plan to double capacity by 2025

Srisawad Corporation (SAWAD TB) - Asean Conference 2019: time to gain market share

Sea (SE US) - Asean Conference 2019: Still firing

ComfortDelGro Corp (CD SP) - Asean Conference 2019: Business is great Down Under

UOB (UOB SP) - Asean Conference 2019: Safe pair of hands amid a more challenging backdrop

Bank Mandiri (BMRI IJ) - Asean conference 2019: Focussed on returns, not M&A

Ayala Land (ALI PM) - Asean Conference 2019: Demand remains intact but POGO brings uncertainty

Frasers Centrepoint Trust (FCT SP) - Asean Conference 2019: A resilient story

Malaysia Airports (MAHB MK) - Asean Conference 2019: Looking past the ST stumble, focused on LT RAB play

Sembcorp Marine (SMM SP) - Asean Conference 2019: Promising 2020 tender pipeline, 2019 remains a wash

CapitaLand Mall Trust (CT SP) - Asean conference 2019: Life after Funan

Bank Danamon (BDMN IJ) - Asean conference 2019: Capital returns a possibility post insurance sale

Btpn Syariah (BTPS IJ) - Asean Conference 2019: Unique business model continues to shine

Bank Central Asia (BBCA IJ) - Asean Conference 2019: Expects rate cuts can lead to stable margins

Bloomberry Resorts (BLOOM PM) - Asean conference 2019: Weaning itself away from VIP dependence

Top Glove (TOPG MK) - Asean conference 2019: Facing some pressure in latex segment

CapitaLand Commercial Trust (CCT SP) - Asean Conference 2019: The German angle

Robinsons Land (RLC PM) - Asean Conference 2019: Malls essentially stable and minimal exposure to POGOs

GuocoLand (GUOL SP) - Asean Conference 2019: Midtown Bay

UOL Group (UOL SP) - Asean Conference 2019: Looking to unlock value in UIC

Ayala Corporation (AC PM) - Asean Conference 2019: Leading the trend in reducing emphasis on just shareholder value

XL Axiata (EXCL IJ) - Asean Conference 2019: Guidance maintained

Megaworld (MEG PM) - Asean Conference 2019: Strong domestic residential demand, decreasing POGO exposure

GT Capital Holdings (GTCAP PM) - Asean Conference 2019: Growth and earnings upside driven by the autos business

MRCB (MRC MK) - Asean Conference 2019: Earnings recovery

ST Engineering (STE SP) - Asean Conference 2019: Engineering Their Own Success

Wilmar International (WIL SP) - Asean Conference 2019: Better 2H19; China IPO on track

Econpile Holdings (ECON MK) - Asean Conference 2019: Seeking Asean expansion with order win target of US$100m

Adaro Energy (ADRO IJ) - Asean conference 2019: Delivering strong performance amidst a weak coal market

Gabungan AQRS (AQRS MK) - Asean conference 2019: Ready, steady, ECRL go!

PT Telkom (TLKM IJ) - Asean Conference 2019: Competition remains rational

Company Presentations

AEON THANA SINSAP (THAILAND) (AEONTS TB, Mkt Cap US$1808.1m, ADTV US$2.9m)

AEON FactSheetPlatForm 1Q19

BANK CENTRAL ASIA (BBCA IJ, Mkt Cap US$52392.5m, ADTV US$28.7m)

BANK MANDIRI (BMRI IJ, Mkt Cap US$26527.4m, ADTV US$25.8m)

BANK TABUNGAN PENSIUNAN NASIONAL SYARIAH (BTPS IJ, Mkt Cap US$1828.1m, ADTV US$8.3m)

CENTURY PACIFIC FOOD (CNPF PM, Mkt Cap US$1026.8m, ADTV US$0.3m)

ECONPILE (ECON MK, Mkt Cap US$252.3m, ADTV US$2.8m)

FIRST REIT (FIRT SP, Mkt Cap US$613.9m, ADTV US$1.4m)

GLOBE TELECOM (GLO PM, Mkt Cap US$5817.5m, ADTV US$1.9m)

KRUNGTHAI CARD (KTC TB, Mkt Cap US$3607.1m, ADTV US$13.9m)

SHAKEY'S PIZZA  (PIZZA PM, Mkt Cap US$409.8m, ADTV US$0.2m)

SM PRIME  (SMPH PM, Mkt Cap US$21463.5m, ADTV US$6.7m)

SRISAWAD POWER (SAWAD TB, Mkt Cap US$2472.1m, ADTV US$10.9m)

UOL GROUP (UOL SP, Mkt Cap US$4775m, ADTV US$7.4m)

WILCON (WLCON PM, Mkt Cap US$1358.2m, ADTV US$1.2m)

MACQUARIE REPORTS
SINGAPORE

AIMS APAC REIT MANAGEMENT (AAREIT SP, Mkt Cap US$757m, ADTV US$0.5m)
AIMS APAC REIT (AAREIT SP) - Laggard industrial play  

CAPITALAND COMMERCIAL TRUST  (CCT SP, Mkt Cap US$6166.3m, ADTV US$20m)
CapitaLand Commercial Trust (CCT SP) - Best proxy to a strengthening office market 
CapitaLand (CAPL SP) - Prime beneficiary of a strong REIT market 
CapitaLand Commercial Trust (CCT SP) - Capital Tower a redevelopment candidate?

CAPITALAND MALL TRUST (CT SP, Mkt Cap US$7371m, ADTV US$18.9m)
CapitaLand Mall Trust (CT SP) - Income kicker from Funan 
CapitaLand (CAPL SP) - Prime beneficiary of a strong REIT market

CAPITALAND RETAIL CHINA TRUST  (CRCT SP, Mkt Cap US$1163.4m, ADTV US$2.1m)
CapitaLand (CAPL SP) - Prime beneficiary of a strong REIT market 

COMFORTDELGRO (CD SP, Mkt Cap US$3630.5m, ADTV US$15.7m) 
ComfortDelGro Corp (CD SP) - Public Transport driving the machine 
ComfortDelgro Corp (CD SP) - Plenty of gas left in the tank

DBS GROUP (DBS SP, Mkt Cap US$49441m, ADTV US$73.2m) 
DBS (DBS SP) - Solid 2Q19, FY19 NIM guidance maintained 
DBS (DBS SP) - Least favoured against a falling rate backdrop

FRASERS CENTREPOINT TRUST (FCT SP, Mkt Cap US$2168m, ADTV US$3.4m) 
Frasers Centrepoint Trust (FCT SP) - Ripe for the Picking
 
GUOCOLAND (GUOL SP, Mkt Cap US$1745.3m, ADTV US$0.3m) 
GuocoLand (GUOL SP) - Beneficiary of a strengthening office market

SATS (SATS SP, Mkt Cap US$4418m, ADTV US$6.2m) 
SATS (SATS SP) - Medium-term positive catalysts lined-up 
SATS (SATS SP) - Weak 1Q20 ?Cargo headwinds continue 
 
SEMBCORP INDUSTRIES (SCI SP, Mkt Cap US$3176.8m, ADTV US$6.2m) 
Sembcorp Industries (SCI SP) - Provides S$2.0b Loan to SMM 
Sembcorp Industries (SCI SP) - Oversold
 
SEMBCORP MARINE (SMM SP, Mkt Cap US$2172.9m, ADTV US$7.1m)
Sembcorp Marine (SMM SP) - Order delays prompt losses for FY19 
Sembcorp Marine (SMM SP) - Operation Car Wash Redux 

ST ENGINEERING (STE SP, Mkt Cap US$9693.8m, ADTV US$12.6m)
ST Engineering (STE SP) - Keep on compounding 

UNITED OVERSEAS BANK (SINGAPORE) (UOB SP, Mkt Cap US$32951.6m, ADTV US$47.6m)
UOB (UOB SP) - 2Q19 ?DPS surprise, but NIMs disappoint  
UOB (UOB SP) - Desirable profile largely priced in

UOL GROUP (UOL SP, Mkt Cap US$4775m, ADTV US$7.4m)
UOL Group (UOL SP) - It has only just begun?
UOL Group (UOL SP) - Action at MCH: Prelude to something bigger? 
UOL Group (UOL SP) - Assessing MCH redevelopment 
Singapore property - Lower for longer; firm office pricing 

WILMAR (WIL SP, Mkt Cap US$17660m, ADTV US$13.4m) 
Wilmar International (WIL SP) - A-Share listing plan progressing 
ASEAN Plantations - MPOB: mixed signals 
 

Key Sectors:
Singapore Banks - Tougher sledding 
Singapore Industrials - Choosing the Right Option 
Singapore property - Your roof is not collapsing 
Singapore Property - A Shot in the Arm

Conrad Werner, Singapore Strategist & Banks/Conglomerate Analyst
Singapore Banks - Tougher sledding 
Digital ASEAN - E-commerce set for accelerated adoption 
ASEAN banks tour - What a difference a year makes 
OCBC (OCBC SP) - Permata overhang dents thesis a bit
Sea (SE US) - Negative results reaction = opportunity

Zhiwei Foo, Singapore Industrials/Technology Analyst
Singapore Industrials - Choosing the Right Option 
Keppel Corp (KEP SP) - Pieces in place for a recovery 
Asia shipbuilding - Where we stand in the cycle

Derrick Heng, Singapore Property Analyst  
Singapore property - Your roof is not collapsing 
Singapore Property - A Shot in the Arm  
Singapore property - Lower for longer; firm office pricing
CapitaLand (CAPL SP) - Prime beneficiary of a strong REIT market 
Singapore Property - Highlights from REITAS conference 
Suntec REIT (SUN SP) - Stronger underlying income 
CapitaLand (CAPL SP) - Prime beneficiary of a strong REIT market 
City Developments (CIT SP) - Revised offer for M&C 
City Developments (CIT SP) - Evaluating the redevelopment upside

MALAYSIA
ECONPILE (ECON MK, Mkt Cap US$252.3m, ADTV US$2.8m) 
Malaysia Construction - ECRL awards ?they?e smaller than you think
Econpile Holdings (ECON MK) - Turning the corner

GABUNGAN AQRS (AQRS MK, Mkt Cap US$162.7m, ADTV US$1.2m) 
Malaysia Construction - ECRL awards ?they?e smaller than you think 
Gabungan AQRS (AQRS MK) - Earnings miss; 2H19 recovery is in order 
Gabungan AQRS (AQRS MK) - At the conjunction junction; what? your function? 
 
MALAYSIA AIRPORTS (MAHB MK, Mkt Cap US$3489.7m, ADTV US$5.6m)
Malaysian Aviation - Departure levies lower than expected 
Malaysia Airports (MAHB MK) - An open letter to Mavcom: A capital markets wish-list for ACF  
Malaysia Airports (MAHB MK) - An RAB-led upgrade with ST catalysts.

MALAYSIAN RESOURCES CORPORATION (MRC MK, Mkt Cap US$1043.6m, ADTV US$3.1m) 
Malaysia Construction - ECRL awards ?they?e smaller than you think 
MRCB (MRC MK) - Big miss as property division fumbles; maintaining forecasts and rating 
 
RANHILL (RAHH MK, Mkt Cap US$324.8m, ADTV US$0.4m) 
MacVisit: Ranhill Holdings Berhad - Malaysia water sector reform: A case study 
Malaysia Water - KATS vows to take water reform up a notch
Malaysia Water - Reform to kick off in 2019

SAPURA ENERGY (SAPE MK, Mkt Cap US$1178.2m, ADTV US$9.6m) 
Sapura Energy Bhd (SAPE MK) - 1Q20: sub-par; FY20 breakeven riding on T&I
Sapura Energy Bhd - Look forward and stay ahead of the curve 
Sapura Energy Bhd (SAPE MK) - E&P inflection

TOP GLOVE (TOPG MK, Mkt Cap US$3033.3m, ADTV US$8.1m) 
Top Glove (TOPG MK) - The worst is over 
Malaysia Rubber Glove - Benefit from US-China trade fight? 
 
WESTPORTS (WPRTS MK, Mkt Cap US$3239.8m, ADTV US$1.3m)
Westports Holdings (WPRTS MK) - Limited downside, priced upside

Aiman Mohamad, Malaysia Property/Construction Analyst
Malaysia Construction - ECRL awards ?they?e smaller than you think 
Malaysia Construction - Life is a party and I? the pi?ta 
Malaysia Water - KATS vows to take water reform up a notch
Malaysia Water - Reform to kick off in 2019

Ben Shane Lim, Malaysia Oil & Gas/ Transport/Technology Analyst
Malaysian Aviation - Departure levies lower than expected 
Malaysian Semiconductors - Equipment makers over OSATs 
Malaysia O&G: Petronas 2019-21 outlook - It? going to be a busy year 
Malaysia O&G - Production deduction

Prem Jearajasingam, ASEAN Telcos Analyst
Telekom Malaysia (T MK) - Clear strategy required for next step - pausing 
Tenaga Nasional (TNB MK) - Next steps to clarity 
Thai telecoms sector - Sector derisking; WACC reduced 
Philippine Telecoms - Third telco to start building its network 


THAILAND
B.GRIMM POWER (BGRIM TB, Mkt Cap US$3028.6m, ADTV US$8.8m)
B.Grimm Power Public (BGRIM TB) - On the right track for growth 
B.Grimm Power Public (BGRIM TB) - Little to be Grimm about [Initiation]
 
 
HANA MICROELECTRONICS (HANA TB, Mkt Cap US$717.8m, ADTV US$2.8m)
MacVisit: HANA Microelectronics - A challenging period is coming 
 
 
SRISAWAD POWER (SAWAD TB, Mkt Cap US$2472.1m, ADTV US$10.9m)
Thai banks - Better loan growth in May, less concerned with provisions 
Srisawad Corporation (SAWAD TB) - Less absolute upside; better relative to peers 
 
 
THAI UNION  (TU TB, Mkt Cap US$2842.1m, ADTV US$8.4m)
Thai Union Group (TU TB) - Cost-led recovery in 2Q19 
Thai banks - More room for a ST tactical positive  
 
Peach Patharavanakul, Thailand Strategist & Banks Analyst
Thai Banks - Rising Tide
Thailand Strategy - Upside re-opens for defensive plays 
TMB-TBANK merger - ST upside for TCAP, LT value for TMB 
Thailand Strategy - Political and possible fiscal policies
Thai Financials - More S-T windfalls vs L-T headwinds
TMB-TBANK merger - ST upside for TCAP, LT value for TMB
Thailand Strategy - Upside re-opens for defensive plays
Thai banks - Rising tide

INDONESIA
ADARO ENERGY (ADRO IJ, Mkt Cap US$3081.4m, ADTV US$5.9m)
Indonesia Mining - A trade in coal 
Adaro Energy (ADRO IJ) - A more positive tone 
 
ASTRA INTERNATIONAL (ASII IJ, Mkt Cap US$20861.9m, ADTV US$20.2m) 
Astra International (ASII IJ) - Stuck in the slow lane 
Astra International - Handling the bumpy road 
 
BANK CENTRAL ASIA (BBCA IJ, Mkt Cap US$52392.5m, ADTV US$28.7m) -
Bank Central Asia (BBCA IJ) - The bank for all seasons 
Bank Central Asia (BBCA IJ) - Bloated by US$4bn 
 
BANK DANAMON INDONESIA  (BDMN IJ, Mkt Cap US$3225.5m, ADTV US$4.4m) -
Bank Danamon (BDMN IJ) - Supportive backdrop and valuation 
Bank Danamon (BDMN IJ) - Awaiting new owner maneuvers 
 
BANK MANDIRI (BMRI IJ, Mkt Cap US$26527.4m, ADTV US$25.8m) 
Bank Mandiri (BMRI IJ) - Confident into 2H19 
Bank Mandiri (BMRI IJ) - It? time 
 
BANK TABUNGAN PENSIUNAN NASIONAL SYARIAH (BTPS IJ, Mkt Cap US$1828.1m, ADTV US$8.3m) 
Btpn Syariah (BTPS IJ) - Banking the base 
Btpn Syariah (BTPS IJ) - Rate cuts positive, but upside has narrowed 
 
BARITO PACIFIC (BRPT IJ, Mkt Cap US$4259.7m, ADTV US$6m)
Barito Pacific Tbk (BRPT IJ) - Cooling off 
PT Barito Pacific Tbk (BRPT IJ) - Becoming a star 
 
BUMI SERPONG DAMAI (BSDE IJ, Mkt Cap US$2065.5m, ADTV US$1.7m) 
Bumi Serpong Damai (BSDE IJ) - Playing it safe
Bumi Serpong Damai - Versatile but volatile 


MATAHARI DEPARTMENT STORE (LPPF IJ, Mkt Cap US$704.9m, ADTV US$3.9m) 
Matahari Department Store (LPPF IJ) - No growth, lower dividends 
Matahari Department Store - The fallen retail angel 
 
TELEKOMUNIKASI INDONESIA (TLKM IJ, Mkt Cap US$29752m, ADTV US$23.5m)
PT Telkom (TLKM IJ) - Sweet spot 
Telkom Indonesia (TLKM IJ) - Pick up this call 
 
XL AXIATA (EXCL IJ, Mkt Cap US$2165.3m, ADTV US$3.3m) 
XL Axiata (EXCL IJ) - Delivering on growth; merger benefits? 
 
Jayden Vantarakis, Indonesia Strategist & Banks Analyst
Indonesia Strategy - Winning from an ongoing ?o deal?scenario
Indonesia Banks - Poised for rate cuts
Indonesia Strategy - 2Q19 scorecard: Return of the consumer 
Indonesia Coal - Relative stability amidst turmoil 
 
Richard Danusaputra, Indonesia Property/Infra/CPO Analyst
Indonesia property sector - Down but not out 
Jasa Marga (Persero) (JSMR IJ) - Driving the future
Indonesia Agri sector - Better days ahead 
Ciputra Development (CTRA IJ) - A visit to Maja 
 
Robert Pranata, Indonesia Auto/Consumer Analyst
Indonesia Consumer - Double booster
Indonesia Consumer - Slight recovery in consumption being seen
Indonesia Tobacco - Navigating excise concerns 


PHILIPPINES
AYALA CORP (AC PM, Mkt Cap US$11065m, ADTV US$7.5m)O
Ayala Corp - The Philippines' country proxy is trading at its most attractive level in 5 years
Ayala Corp - A solid choice for country exposure for 2019
 
AYALA LAND (ALI PM, Mkt Cap US$14894.3m, ADTV US$11.9m) 
Ayala Land - Strong residential goes on
Philippine Property - 1H19 Preview and the game goes on 
Ayala Land - Tourism to benefit hospitality segment
 
BANK OF THE PHILIPPINE ISLANDS (BPI PM, Mkt Cap US$6884.2m, ADTV US$3.7m) 
BPI - Set to catch up after a lost year
Philippine Banks - Accelerating the process
BPI - Growth turning sluggish
 
BLOOMBERRY  (BLOOM PM, Mkt Cap US$2520.6m, ADTV US$2.1m) 
Bloomberry Resorts (BLOOM PM) - Tourism supports robust growth prospects 
Bloomberry Resorts (BLOOM PM) - Solid combination of growth and returns 
Philippines gaming - Strong profit and growth potential 
Philippine Tourism - On an uptrend 
 
CENTURY PACIFIC FOOD (CNPF PM, Mkt Cap US$1026.8m, ADTV US$0.3m)
Century Pacific - Improving growth outlook
Century Pacific - -Riding the cycle
PH Consumer & Retail - Positive (albeit measured) investor sentiment
PH Consumer & Retail - El Nino: risk to consumer sentiment
 
GLOBE TELECOM (GLO PM, Mkt Cap US$5817.5m, ADTV US$1.9m) 
Globe - When two become three
Philippine telecoms - Opposing views on common tower policy
Philippine telecoms - Two is company
 
GT CAPITAL  (GTCAP PM, Mkt Cap US$3654.3m, ADTV US$2.3m) 
GT Capital - Growth improvement for the rest of 2019
GT Capital - Key earnings contributor TMP to bounce back in 2019
 
INTERNATIONAL CONTAINER TERMINAL SERVICES (ICT PM, Mkt Cap US$5762.1m, ADTV US$6.5m)
ICTSI - Positive dividend surprise a harbinger of a strong 2019 earnings outlook
ICTSI - At the cusp of a payoff period

MEGAWORLD (MEG PM, Mkt Cap US$3841.3m, ADTV US$2.5m) 
Megaworld - Office to drive growth
Philippine Property - 1H19 Preview and the game goes on 
Megaworld - Bigger Residential
 
PUREGOLD  (PGOLD PM, Mkt Cap US$2466.4m, ADTV US$1.7m) 
Puregold - Potential upside from a stronger PHP
Puregold - Exposure to tourism-related industries
Tourism in the Philippines - Emerging growth driver 
 
ROBINSONS LAND (RLC PM, Mkt Cap US$2708.7m, ADTV US$1.2m) 
Robinsons Land - Residential and office expansion
Philippine Property - 1H19 Preview and the game goes on
Philippine Property - REITs around the corner
Robinsons Land - Recovery of residential segment
 
ROBINSONS RETAIL (RRHI PM, Mkt Cap US$2371.1m, ADTV US$1.2m) 
Robinsons Retail - Positioned to capitalize on growing tourism
Tourism in the Philippines - Emerging growth driver 
Robinsons Retail - Long-term growth story
 
SHAKEY'S PIZZA  (PIZZA PM, Mkt Cap US$409.8m, ADTV US$0.2m)
Shakey's Pizza - Better growth prospects post subdued 1Q19
Shakey's Pizza - On the growth path
PH Consumer & Retail - Positive (albeit measured) investor sentiment
PH Consumer & Retail - El Nino: risk to consumer sentiment
 
SM PRIME  (SMPH PM, Mkt Cap US$21463.5m, ADTV US$6.7m) 
SM Prime - Good things come in mall packages
Philippine Property - 1H19 Preview and the game goes on 
SM Prime - Manila Bay is going to rehab
 
WILCON (WLCON PM, Mkt Cap US$1358.2m, ADTV US$1.2m)
Wilcon Depot - Identifiable growth drivers 
Wilcon Depot (WLCON PM) - Paying for growth 

Gilbert Lopez, Philippines Strategist & Banks/Conglomerate Analyst 
Philippines Strategy - 2Q19 results round up: Double digit earnings growth trajectory an improvement from 1Q19 
Philippine Banks - Accelerating the process
Philippine Banks - What it would take to reverse the secular ROE decline
Philippines gaming - Strong profit and growth potential 
Tourism in the Philippines - Emerging growth driver
PH: Pulse of the consumer - Cautious outlook persists 

Kervin Sisayan, Philippines Property/Telcos/ SMID Analyst
Philippine Property - Looking at the odds of POGOs
Philippine Property - 1H19 Preview and the game goes on
Philippine telecoms - Two is company

ASIA - Viktor Shvets, Head of Asian Strategy
Hong Kong ?the epicentre of the world
Portfolio Selection Challenge - What will work in the new world? 
Rising tide of Neo-Keynesianism - Which EMs will be able to participate? 
Rights, Wrongs & Returns - ?eus ex Machina?and the race to the bottom 
What caught my eye? v.113 - Hong Kong: A city without plan or vision 
What caught my eye? v.112 - Children of the revolution ?investors beware 
What caught my eye? v.111 - How do you solve a problem like buybacks? 
What caught my eye? v.110 - The rise and fall of public equity markets 
What caught my eye? v.109 - Earnings season ?Poor but does it matter?
What caught my eye? v.108 - We measure everything ?but does it matter? 
What caught my eye? v.107 - ?he Fog of War? AxJ wrapped in uncertainty
What caught my eye? v.105 - Is Thailand an EM version of Japan? 
What caught my eye? v.106 - Investors in ?o-man?-land?/FONT> 
What caught my eye? v.103 - Revolutions, yes; secular bear markets, no 
What caught my eye? v.104 - Tug of war: earnings vs multiples 
What caught my eye? v.102 - Is Japan a safe global harbour for 2019? 
What caught my eye? v.115 - A small glimmer of hope amidst downgrades 
What caught my eye? v.114 - Businesses are investing but not into the past 


Hong Kong/China - Larry Hu, Head of China Economics
State of China's economy - Trade war and property tightening: The road to whatever it takes?moment 
The Week Ahead - Central bank easing to continue amid worsening global growth outlook 
Global Economic and Markets Outlook: Mid-Year Update - The Tariffs and the Damage Done?/FONT>
China's economy in 15 charts - Don? be fooled by the one-off improvement
State of China's economy - All eyes on politburo meeting; We expect no big change
China's economy in 15 charts - The only bright spot started faltering
China macro - Contrarian thoughts on inflation and infrastructure stimulus 
State of China's economy - Double-dip is happening, but not enough for policy changes
Where we are in the market cycle - Waiting for the ?hatever it takes?moment 
China's economy in 15 charts - Dipping again with fading stimulus 
Trade War 2.0 - Counting the cost
China's economy in 15 charts - Stabilized economy with fading stimulus 
State of China's economy - Big bounce in March, but too early to call the cyclical bottom 
Global Economic Forecast Update - Once more unto the breach?/FONT>