28 February 2013Download report
Our February consumer indicators provide evidence of the lacklustre mood among consumers.
Leasable area in Brazil’s shopping malls is expected to increase by one-tenth this year, and several retailers are accelerating their expansion plans.
Our survey of funds suggests that investing in service providers to the large road and rail concessions is a rising priority. Respondents also reported increased optimism about exits and fundraising.
The development bank has invested in tax-exempt debentures, yet there is little detail in its plans to increase financing for the overall package of transport projects.
Unions oppose liberalisation plan, bringing some ports to a halt.
Bulls and Bears
Best of local comment
Partisan political exchanges have led some commentators to conclude that president Dilma Rousseff is posing as a nationalist, rather than a technocrat.
Local commentators debate 3G investor Jorge Lemann's increasing prominence in global business – and his debt to the Brazilian Development Bank.