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Brazil Confidential - Premium Investment Insight

Update alerts

Congress sanctions ports reform

17 May

The approval of new legislation on ports opens investment opportunities. 

Dell takes a bite out of Apple

16 May

Premiumisation under pressure as sales growth slows.

Bid round brings fresh momentum

15 May

Brazil’s first oil auction in five years raises billions of dollars in capital commitments.

In the latest report

09 May 2013

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Macro view

Consumer Survey

Confidence slumps amid rising inflation worries

Our proprietary survey shows a steep decline in all indicators.

Resources

The oil outlook improves

A Brazil Confidential survey signals growing optimism in in the oil and gas sector as the country prepares to hold its first oil auctions in more than four years.

Business

The labour market weakens

Job creation slows down and eases wage growth.

Education publishing

The attractions of the 'school in a box'.

Reshaping the education landscape

Brazil's big education deal sets the stage for further consolidation.

Brazil’s IPO resurgence

Companies line up to list as investors show renewed interest in Brazilian stocks.

Bulls and Bears

Petrobras gets some good news

The state-controlled oil company has had a good first quarter as fuel price increases and spending cuts help improve its margins. 

Agenda: Infrastructure delays loom

Road and rail concessions were slower than expected.

Best of local comment

The productivity dilemma

The challenge of low productivity.

An unhappy union

Brazil and Argentina stumble into new difficulties.

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