Apple down but little evidence of an end to “premiumisation” in the personal care and cosmetics markets.
Resilience underpins stock market interest.
Most of our proprietary indices have recovered slightly in March.
Strong figures in January have only marginally improved the outlook for manufacturing.
But our latest monthly tracker shows mixed signs of premiumisation.
Our February consumer indicators provide evidence of the lacklustre mood among consumers.
Leasable area in Brazil’s shopping malls is expected to increase by one-tenth this year, and several retailers are accelerating their expansion plans.
January data from our consumer survey shows a hesitant start to 2013, but several key indices remain at high levels.
Our survey suggests that retail spending lost a little momentum at the start of the year, but that expectations remain strong. The trend is supported by car sales figures.
Our proprietary data shows the shift in consumer preferences for cars, shampoo, electronics and other products. Here we outline the markets we cover, along with the first results from 2013.