Macro view
The word in Brasília
Investing in public transport
Government financing worth tens of billions of dollars will create opportunities from trains to smart ticketing. The political mood is also warming towards public-private partnerships.
Consumer Survey
Consumer outlook: no rebound in July
Our survey shows that consumers remain in third gear, with an acceleration in spending yet to arrive.
Infrastructure
Commercial property – the never-ending storey?
Office rent rises accelerated in 2Q, and the sector should benefit from lower interest rates and new funding models. But some developers are cautious.
Zell group looks to open-air malls
Equity International, which helped create BR Malls (BRML3:SAO), says it is now looking for a fresh investment in new open-air developments.
Finance
Bad loans – breaking down the trends
June’s data has led to hopes of improvement in credit quality.
Bulls and Bears
2Q profits fail to inspire
As investors await renewed guidance, management caution may prevail.
Agenda: mensalão trial; Rio’s first BRT begins full service
Key data releases precede the Copom’s rate decision on August 29.
Guest Column
Brasília must not bow to the carmakers
Current stimulus plans would not address the real problems of Brazil’s vehicle industry, says Paulo Cardamone of IHS Automotive in São Paulo.
Best of local comment
Explaining the mensalão
The "trial of the century" has transfixed Brazilian commentators, but offers only limited insight into today’s politics.
A wave of strikes
Local commentators criticise civil servants’ wage demands.
Rethinking consumption
Local commentators debate how much rebalancing Brazil’s economy needs.
Latest report
09 May 2013
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