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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

23 May 2013

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Macro view

Consumer Survey

Apple falls further

The upmarket US electronics company loses out to rivals in Brazil as premiumisation comes under pressure.

Premium foods in demand

Convenience and quality drive the move upmarket.

Business

Frequent flyer turbulence

Competition will make life difficult for Smiles and Multiplus.

Infrastructure

A tale of two companies

In spite of difficulties, low-income housing is still an opportunity.

Bulls and Bears

Agenda: New financing for home appliances

The government's latest stimulus measure opens up credit lines for beneficiaries of its housing scheme to buy white goods and furniture.  

A corporate bond rally?

Petrobras’s successful $11bn bond issue underscores growing investor appetite for emerging market debt, but rising inflation in Brazil is undermining business confidence.

Best of local comment

A costly and inadequate port reform

New legislation on ports gets mixed reviews.

Oil success highlights policy weakness

Commentators shine a spotlight on the regulatory framework in the upcoming pre-salt oil auction.

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