UBS Evidence Lab survey highlights ANN brand leadership, but will price increases be disruptive? Expert call alert: outlook on healthcare reform LightHouse:Oil,Brazil,Argentina,S&E,PBR,CSAN,ALPEK and BRKM Hold:2017e earnings recovery priced in Export bounce,but what about domestic demand? The best offshore name to own is CNOOC No strong conviction Buy:Some weakness near term,but structural story intact Brazil Rates: What is left and where? UBS SnapShot: FY16 Result: Debt reduction remains primary focus