Some softening of renewal terms is possible, but the government’s determination to reduce the ‘Brazil cost’ is clear.
Policy
A fiscal shift
Local economists have been quick to criticise the government’s moves to loosen the purse strings.
11 October 2012
Chinese investors – here to stay
Industrial and infrastructure projects are moving forward, with concerns about profitability still secondary.
27 September 2012
Agenda: inflation report precedes rate decision
Recent price pressures are unlikely to change the central bank.
27 September 2012
Pushing investment
Consolidating Brazil’s recovery will ultimately require more heavy lifting. Government investment plans and the resilience of the Chinese economy should provide medium-term support.
27 September 2012
Credit: patience required
As the slowdown lasts longer than expected, the lending panorama is flat
27 September 2012
The need for investment
Local economists argue for even more focus on the domestic market.
27 September 2012
Weak job creation continues
Employment data for August paint contrasting pictures, but our survey of recruiters emphasises sluggishness
24 September 2012
Reinforcing the bridge to Africa
The Rousseff administration and leading Brazilian exporters are consolidating the work of the previous decade, with consumer companies well placed to benefit from markets in Africa and the Middle East.
13 September 2012
Dilma’s path to re-election?
Local commentators debate the implications of a political spat between the president and her predecessor-but-one.
13 September 2012
Latest report
09 May 2013
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