Dear Felix,

When thinking about Import Substitution I believe 
it is important to study the history of actual 
cases. In this sense, the following books seem to me useful:
    * Peter Evans (Dependent Development: The 
alliance of Multinational, State, and Local 
Capital in Brazil and Embedded Autonomy)
    * Wilson Suzigan (Industrialização Brasileira)
    * Alice Amsden (The Rise of the Rest)
    * Marshall Eakin (British Enterprise in Brazil and Tropical Capitalism)
The books by Evans, Suzigan, and Eakin look at 
the process of import substitution from the point 
of view of the formation of firms. Amsden's book 
brings a comparative view of the process of 
industrilization in Latin America and Asia. 
Finally, my book (Entrepreneurship in 
Nineteenth-Century Brazil: The Formation of a 
Business Environment) I looks at the process of 
industrialization in an inland region (Minas Gerais) rich in commodities.

I hope to have been useful, although not having addressed exaclty your request.

Your sincerely,

Sérgio Birchal