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Growth Trends

The mood darkens on 2013 growth

The downward trend in growth forecasts continues but FDI forecasts are still stable.

11 April 2013

The oil paradox

The slump in the fortunes of OGX and other independent Brazilian oil companies has been one of the most dramatic features of Brazil’s stock market decline. So it might seem like an odd time to highlight the attractions of the oil sector.

28 March 2013

In limbo

Over the last few months as Brazil’s economic recovery has struggled to gain momentum, policymakers have at least been able to rely on the spending power of the consumer. Now it seems that spending is coming under serious pressure.

28 February 2013

The recovery looks delicate but definite

Economic activity increased 1.2% in December from a year earlier, confirming expectations of a weak rebound.

20 February 2013

FDI completes strong 2012

Inflows topped $5bn in December, supporting our view that corporate investors have not been deterred by weakening growth

23 January 2013

A social dividend

Not so long ago, adventurous tourists would only take carefully organised tours of the favelas that are perched in the hills of southern Rio de Janeiro. Now increasing numbers are actually spending their holidays there. 

17 January 2013

Our outlook for 2013

We identify six tailwinds and three headwinds for Brazil in 2013

10 January 2013

Mixed messages

Government policy has helped the consumer electronics industry take off but the administration is failing to get its pro-business message across.

20 December 2012

Where did the investment go?

Local commentators debate the government’s problematic relations with business.

06 December 2012

Dealing with the growth trap

The package of stimuli being injected into the Brazilian economy is growing: tax cuts, credit subsidies, cheaper energy, a radical programme of private sector concessions in infrastructure and – to cap it all – nominal interest rates at record lows.

06 December 2012