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1.

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

2.

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

3.

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

4.

Rising incomes and technological advances fuel expansion

5.
Power to Brazil's PCs, 29 Jan 2008

Low computer penetration rates in Brazil offer excellent growth opportunities

6.

The sector is growing strongly thanks to domestic demand

7.

The de-monopolisation of reinsurance will put a premium on stock-picking as more companies float

8.

Investments in capacity are on the horizon

9.

Nimble smaller banks are thriving in the new lending environment

10.

The government is letting the private sector take the lead in providing higher education

11.

Mortgage credit is trickling down to low income groups

12.

Brazilians of all class are enjoying a increase in consumption

13.

Will demand for new properties keep up with the boom in construction?

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