Quick project turnaround and likely M&A opportunities make small hydro an attractive near-term investment

High generation costs and tight credit may hamper short-term development, but longer-term prospects are bright

Raw materials costs, not supply constraints, are driving prices higher

Better government financing plans and growing industry sales still leave the sector’s potential unfulfilled

Agribusiness, housing and computer-related retail sales should weather the cycle well

A consumer finance segment that will likely remain robust despite higher interest rates

The Central Bank is steering the economy towards a soft landing

Accelerated growth is vulnerable to the impact of rising inflation on Brazil’s new consumer classes

Look beyond global commodities prices to understand the true dynamics of Brazilian farming

Brazil must maintain a solid regulatory framework to support Petrobras’s need to attract the international partners necessary for subsalt development

Fine timing for the move towards a more efficient, consumer-friendly insurance industry

Strategic coal plays are attracting investors as a local and regional energy crunch threatens but caution is advisable

Petrobras’s decision to boost investments in the sector is based on politics, not economic fundamentals

Oversupply of ethanol and sugar will curb industry returns in the short term, but the long-term outlook remains positive

Price inflation and title risk in some areas, but superb upside in the medium and long term

Rising incomes and technological advances fuel expansion

Brazil must play its ethanol card right so as not to fall prey to the escalating global biofuels backlash

New legislation has the potential to open the floodgates for private investment

Threat of a national energy crunch is good for the solar thermal industry

Brazil is no longer immune to corn market imbalances caused by the US ethanol surge