Macro view
Consumer Survey
Consumer sentiment shows a hesitant, uneven improvement
The trend of small rises continued in August, although overall confidence is still much lower than it was earlier in the year.
Resources
Record harvest exposes storage shortfall
The lack of silos restricts grain producers’ room for manoeuvre, but an investment surge is unlikely.
Business
Brand survey: high-street fashion
A fragmented market offers opportunities for national and global players, but the informal sector provides strong competition.
Grupo Morena Rosa – towards class B
A move towards higher-end consumers seems to be paying off.
Avenida – expansion from the interior
The Mato Grosso-based chain has stolen a march in the centre-west.
The informal market – room for expansion
Small players are becoming more sophisticated, but the space for a national chain exists.
E-commerce – convenience before price
Both Netshoes, a mass-market portal for sports brands, and S2G, a service-provider for boutiques, show that discounting is not a necessary agreement of online success.
Bulls and Bears
August rate cut: last in the series?
On August 29, the central bank cut rates by 50bp to 7.5%.
Agenda: strike deadline looms; Copom minutes
July data is expected to confirm a weak rebound in 2H12.
Best of local comment
Can Dilma’s plan break with the past?
Local commentators debate whether a new infrastructure plan will avoid the problems of the PAC.
No panic on food prices
The head of the FAO insists that current high prices do not mean a return to 2008.
Airport controversy
Ahead of fresh announcements, local media reports Dilma Rousseff's dissatisfaction with the last set of airport privatisations.
Latest report
09 May 2013
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