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21 June 2012

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Macro view

Consumer Survey

Education providers: reasons for resilience

The sector’s growth story remains intact, with both consumers and the government attaching high priority to spending.

Business

Uphill struggle for mid-sized banks

Bad loans do not explain the recent scandals at smaller lenders. But diversification and corporate governance are now central to the banks’ prospects.

Infrastructure

Property developers face up to slowing sales

Some new housing projects are being suspended and existing stock is being discounted.

Finance

Deal analysis: BTG Pactual, BRF, Elekta, Allis

A round-up of M&A deals, including the finance, agribusiness and healthcare sectors.

Bulls and Bears

Waiting for industry

There is still little sign that Brazil's factories are kicking into gear. 

Agenda: congress tackles land rules

A proposal to loosen restrictions on foreign purchases faces opposition from within the PT

Questioning the gloom

Some commentators are trying to pick apart the downbeat economic consensus

Guest Column

Oil rights – now available as collateral?

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

The infrastructure challenge

Local commentators cautiously welcome the government’s new financing scheme.