Macro view
Consumer Survey
Introducing our brand tracker – monthly insight into consumer intentions
Our proprietary data shows the shift in consumer preferences for cars, shampoo, electronics and other products. Here we outline the markets we cover, along with the first results from 2013.
Resources
A year of Graças Foster at Petrobras: some positive signs
Despite poor results, industry executives still believe that benefits will flow from the reshaping of oil company. Suppliers are feeling increasingly squeezed.
Business
Language schools – taking up a new class
Private chains are adapting their business models to attract the new consumer class. Expanding outside the south-east and into online courses may be key.
Ambev – where to next?
By launching a chain of bars, the brewer has again demonstrated its knack for innovation. Yet the days of spectacular expansion may be coming to an end, and the company's appeal may lie in becoming what electricity companies once were – a stable source of dividends.
Bulls and Bears
Forecasters see weak momentum
Growth forecasts continue to decline, with uncertainty as to whether the exchange rate will become a more active part of policy
Agenda: 4Q earnings season; January inflation; Carnival
Several significant data points are expected ahead of the Carnival holiday.
Best of local comment
The start of Dilma's 2014 campaign?
Local commentators have debated the significance of a televised address by President Dilma Rousseff, in which she defended the government's record on electricity tariffs and belittled opponents.
Tough time for telecoms
The sacking of Oi’s chief executive has triggered a debate about the sector’s profitability.
Latest report
09 May 2013
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