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Brazil Confidential - Premium Investment Insight

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Brazil Confidential is a premium research service from the Financial Times. We provide original research and analysis for investors in one of the world’s most exciting emerging economies.

Our insights are drawn from large-scale consumer surveys, and from a network of researchers and primary sources. We cover the traditional hubs of São Paulo and Rio de Janeiro, and less-known regions – including the fast-growing north-east and centre-west.

The service features a fortnightly report, regular update e-mails and an accompanying website with an archive of recent research. We focus on the key issues that are moving markets.

Since launching in early 2011, our research findings have included:

  • Consumer trends: Our retail surveys have identified how consumers are planning to spend, and why supermarkets face tough competition from independent stores and door-to-door sales.
  • Oil and gas: Our research identified delays in the Atlântico Sul shipyard, which is central to Petrobras’s local content commitments, several months before the issues were widely publicised.
  • Private equity: Our state-by-state surveys have revealed potential investment trends in Brazil’s traditional hubs and far-flung regions. We have also highlighted why private equity investments in the oil and gas supply chain have made slow progress.

We also offer concise analysis of Brazilian politics and the most important official economic data. And by filtering the work of the best Brazilian analysts and academics, the service keeps subscribers current on key debates.

Richard Lapper, principal of Brazil Confidential, was Latin America editor at the Financial Times between 1998 and 2008. He lived in Brazil between 2002 and 2008, and is a regular speaker on the Brazilian economy.

For information on subscriptions, please visit www.brazilconfidential.com/subscribe