Macro view
The word in Brasília
Another dose of credit growth?
Bank shares have been hit over the past month, as the government’s drive to reduce the Selic and lending spreads intensifies.
Consumer Survey
Personal care spending moves up a notch
Our survey finds that Brazil’s new middle class are prepared to spend more cash on brands they identify as premium but affordable.
Hypermarcas: Brazil’s consumer giant takes a breather
The company's strategy of acquiring 'sleeping brands' has showed mixed results.
Case study: Strong brand allegiance among women in São Paulo
In Brazil’s middle and lower-income households women buy personal care products for their husbands and sons as well as themselves.
Business
IPOs still the focus for private equity firms
Several investors including Gávea and Carlyle are planning to bring companies to market, after the Bovespa’s first primary offerings since last July.
Finance
Deal analysis: JBS, Brazil Pharma, Ideiasnet
A round-up of M&A deals, including the meat, pharma, property and plastics sectors.
Bulls and Bears
Agenda: central bank minutes and auction rules
Auction documents for three new ports are set to be published.
Inflation: still all quiet
Expectations and mid-month figures are yet to derail the authorities’ dovish strategy.
Guest Column
Putting the bounce back in growth
It’s time for Brazil to look to structural reform once more, says Teresa Ter-Minassian.
Best of local comment
New commodity price warnings
The potential for a fall in commodity prices is stimulating increasing debate among Brazilian economists.
Banks in the firing line
Local commentators rally behind the government’s push for lower lending rates.
