Macro view
Business
Chinese investors – here to stay
Industrial and infrastructure projects are moving forward, with concerns about profitability still secondary.
Chery – doubling down
Short-term losses have not dissuaded the carmaker from launching into Brazil’s entry-level segment.
Huawei – tired of smartphone losses
The leading infrastructure provider is yet to make a smooth transition into high-margin segments.
State Grid – feeling out the market
With assets of R$4bn in Brazil, the utility has a platform for ambitious expansion.
Infrastructure
Sharpening the investment tools
The government is determined to keep the public sector as an important player in the next phase of the transport upgrades.
Finance
Buy-out firms look for smaller targets
Competition for consumer companies is increasing, but some funds see pockets of opportunity among smaller firms and distressed assets.
Bulls and Bears
Credit: patience required
As the slowdown lasts longer than expected, the lending panorama is flat
Agenda: inflation report precedes rate decision
Recent price pressures are unlikely to change the central bank.
Best of local comment
An electricity conundrum
Local analysts debate whether lower electricity prices raise a real risk for lower investment in the sector.
The need for investment
Local economists argue for even more focus on the domestic market.
Latest report
09 May 2013
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