Colombia’s fiscal policy: Growing pains Brazil Public Debt Monitor: Foreign participation keeps going down, same as the cost of debt Guodian/Shenhua merger;Results:Fuxin/CRSC/Wuliangye/Kantons(+) CNBM(-) Hold: New orders & earnings momentum has peaked Hold: Well placed, but well priced Consumer&Media Daily Credit card boom; U/G Greentown to Hold; Sunway, BAIC Motor, Gome, CITS Morning Meeting Daily Good scores on various fronts Buy: Q1 growth continues; ready for next leg