摩根大通：巴西证券市场投资策略报告2009年10月

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Table of Contents
Regulation in the National Context .........................................3
Integrated Oils ..........................................................................5
Metals & Mining ........................................................................8
Utilities ......................................................................................9
Merchant Acquirers................................................................10
Banks.......................................................................................12
Telecom, Media and Technology ..........................................14
Agribusiness...........................................................................15
Brazilian Homebuilders..........................................................17
Food & Beverages..................................................................18
Retail........................................................................................19
Airlines ....................................................................................20
Tobacco...................................................................................21

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