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The political context of Petrobras management changes,
31 Jan 2012
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Politics/governance
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What Petrobras investors need to know about ethanol and sugar,
Grace Fan,
14 Dec 2011
Ethanol supply constraints in 2012/13 will heighten the firm’s downstream risk
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Energy
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What Petrobras investors need to know about ethanol and sugar,
Grace Fan,
14 Dec 2011
Ethanol supply constraints in 2012/13 will heighten the firm’s downstream risk
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Agriculture/food/biofuels
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How the Brazilian government aims to maintain economic growth in 2012,
Elizabeth Johnson,
30 Nov 2011
Growth will come at the cost of eroding fiscal accounts
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Macro policy
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How Chevron’s oil spill will complicate Brazil’s subsalt development,
29 Nov 2011
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Energy
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Robust prognosis for healthcare,
Grace Fan,
19 Oct 2011
Inflation could temper short-term growth but longer-term prospects are excellent
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Consumer
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The fate of electric concessions will be determined shortly,
Elizabeth Johnson,
6 Oct 2011
The renewal option is most likely, but the potential share-price upside could be short-lived owing to legal challenges
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Energy
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Airport privatizations inch forward but other infrastructure projects languish,
Grace Fan,
15 Sep 2011
Despite painfully slow progress, upcoming auctions offer investors a ray of hope
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Infrastructure
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Well-positioned to supply emerging-market meat demand,
Elizabeth Johnson,
1 Sep 2011
The failure of global meat importers to achieve domestic self-sufficiency will be a boon
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Agriculture/food/biofuels
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Tougher times ahead for Dilma in H2/11,
9 Aug 2011
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Politics/governance
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More warning signs for the residential property sector,
Grace Fan,
15 Jul 2011
Headwinds will continue on a 6-12 month view, but longer-term fundamentals are sound
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Consumer
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Brazil considers a more investor-friendly approach to foreign land ownership,
29 Jun 2011
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Agriculture/food/biofuels
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Calculating the odds of antitrust approval of Brasil Foods,
7 Jun 2011
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Agriculture/food/biofuels
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Deciphering Brazil’s mixed economic messages,
Martinde Bonte,
Elizabeth Johnson,
2 Jun 2011
The government’s goal of maintaining strong growth means inflation will remain high
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Macro policy
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What investors should know about Brazil’s planned airport privatizations,
23 May 2011
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Infrastructure
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Petrobras and the supply issues bedevilling Brazil’s gasoline–ethanol market,
6 May 2011
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Energy
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The case for continued consumer spending in 2011,
Grace Fan,
14 Apr 2011
Real wage hikes and a tight labour market will keep retail sales of non-durables strong
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Consumer
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Why Brazil will plant more,
Elizabeth Johnson,
27 Mar 2011
Global demand and domestic production costs are now positively aligned
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Agriculture/food/biofuels
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Reading the tea leaves on Brazil-US relations and the Doha Round,
25 Mar 2011
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Politics/governance
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Brazilian rail should stay on track in the near term despite new threats of tighter regulation,
4 Mar 2011
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Infrastructure
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Dilma’s minimum wage win is a positive only for 2011 … beware rising taxes,
28 Feb 2011
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Politics/governance
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Decoding Dilma’s legislative priorities,
Grace Fan,
11 Feb 2011
Major initiatives on mining, infrastructure, healthcare and broadband are on the front burner
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Politics/governance
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Why Brazilian ports will stay on the slow boat,
18 Jan 2011
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Infrastructure
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Brazil: Dilma passes first fiscal tests but her legislative honeymoon could be short,
11 Jan 2011
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Politics/governance
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Brazil front and centre for Chinese overseas investment,
Elizabeth Johnson,
Jonathan Fenby,
16 Dec 2010
Securing natural resources is only part of China’s strategy
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Macro policy
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