Ultimately the government will probably support concession renewal, but implementation delays are a threat to the sector’s health

The interest rate cycle is turning as growth hits the wall

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

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

The Central Bank is steering the economy towards a soft landing

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

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

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

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

Regulatory delays will slow, but not stop, the march of biotech into Brazilian agriculture

High stakes riding on Petrobras’s ability to increase natural gas supplies

The end of the state monopoly on exploration and production has revolutionised the oil industry

Expanding in line with overall credit, distressed debt can now be played in a secondary market

Nimble smaller banks are thriving in the new lending environment

Mortgage credit is trickling down to low income groups

Will LNG keep Brazil from facing power rationing?

Brazilians of all class are enjoying a increase in consumption

Petrobras is more than a state-owned oil company, it plays a fundamental role in making and implementing public policy

Financial markets are prevailing over the politicians