Down, but not out Brazil: Analysts scramble to raise inflation forecasts U/g Cathay Pacific to Buy; COLI NDR takeaways; GOME, CTF, Zoomlion Regional Oil & Gas Enters a business restructuring stage; Invests in Magic Feature to enhance overseas game distribution First Take: In-line FY13 NPAT; improved ROE/ROA but lower capital CEEMEAnomics Chinese automobile market to mature； considerable, albeit silent, shift confirmed Possibly better trends in 2H In line with expectations; peak MUs delivery in 2014E; Neutral