Enter Luis Juan Virata, chairman and CEO of Jardine Fleming Exchange Capital Group.

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Of the three, Jardine Fleming's Leu tips the Acer Group as the best placed because of its huge Asian presence.

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Ben Uglow of Robert Fleming, a stockbroker, points out that the group's cement business may be vulnerable to cheap Asian imports, because its main markets are close to Brazil's coastal ports.

ECONOMIST: Votorantim