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.
