21 June 2012Download report
The sector’s growth story remains intact, with both consumers and the government attaching high priority to spending.
Bad loans do not explain the recent scandals at smaller lenders. But diversification and corporate governance are now central to the banks’ prospects.
Some new housing projects are being suspended and existing stock is being discounted.
A round-up of M&A deals, including the finance, agribusiness and healthcare sectors.
Bulls and Bears
There is still little sign that Brazil's factories are kicking into gear.
A proposal to loosen restrictions on foreign purchases faces opposition from within the PT
Some commentators are trying to pick apart the downbeat economic consensus
A regulatory change could open up a new source of financing for Brazil’s oil industry, says Giovani Loss at law firm Mattos Filho
Best of local comment
Local commentators cautiously welcome the government’s new financing scheme.