After a good 3Q, our Marquee list has had a tough start to 4Q. Sunny andChinasoft continue to deliver, but we were surprised by HK’s introduction ofcooling measures (removing SHKP) and by regulatory headwinds for 58.com.
Meanwhile, Korea Aerospace got rocked by the political scandal there. We aresticking by KAI and putting Hon Hai back in to replace Pegatron. We are alsoadding Sino-Biopharm, Brilliance, Prada and TCI to play China consumption.
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