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Power jolted back to centre stage,
Grace Fan,
10 Dec 2009
Short-term supplies are assured but a medium-term electricity crunch still threatens | Energy |
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Should Brazil's credit card companies fear the regulators?,
Elizabeth Johnson,
7 Dec 2009
Concerns that the Banco Central will recommend, and Congress will pass, radical changes to the card-acquiring industry are overblown | Consumer |
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Subsalt legislation and Petrobras bill advance,
Grace Fan,
11 Nov 2009
Rising dissent could reshape terms of Petrobras capital increase bill in H1/10 | Energy |
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Brazil battles the inevitable with the ineffective,
Larry Brainard,
3 Nov 2009
The new tax on capital inflows will boost volatility but not stem the Real’s long-term appreciation | Macro policy |
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When will the sugar high vanish?,
Grace Fan,
29 Oct 2009
Even when prices inevitably drop, the balance sheets of Brazil's top sugar-ethanol firms should stay healthy in 2010 | Agriculture/food/biofuels |
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Bureaucratic snags highlight challenges for road concessions,
Elizabeth Johnson,
15 Oct 2009
Despite bumps in the road, the sector continues to merit investor attention | Infrastructure |
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Racing into farmland: Risks and rewards,
Grace Fan,
1 Oct 2009
Excellent long-term prospects, but some young firms will feel short- to medium-term growing pains | Agriculture/food/biofuels |
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BRAZIL: M&A puts antitrust regulators to the test,
Elizabeth Johnson,
21 Sep 2009
Brazilian authorities are likely to approve the Perdigao-Sadia merger, despite their tough talk | Politics/governance |
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UPDATE: BRAZIL: Petrobras’ subsalt role becomes clearer,
Grace Fan,
4 Sep 2009
The new regulatory model makes subsalt central to the 2010 presidential race | Energy |
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BRAZIL: Banks pile into payroll lending,
Elizabeth Johnson,
Grace Fan,
2 Sep 2009
Growth in payroll credit has surpassed pre-crisis levels and competition will continue to be fierce, especially from public banks | Consumer |
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The TS View: Brazilian markets move into pole position,
Larry Brainard,
19 Aug 2009
Most investors missed the rally – get set for the rerun | Macro policy |
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BRAZIL: Petrobras and subsalt in the political spotlight,
Grace Fan,
13 Aug 2009
Lula’s current goal is not the rapid passage of new oil legislation, but a win for his party in the 2010 presidential election | Energy |
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Brazil: Retail revving up,
Grace Fan,
23 Jul 2009
Sales of durables will accelerate in H2/09, aided by temporary tax breaks and expanding consumer credit | Consumer |
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BRAZIL-CHINA: Love match or clash of titans?,
Elizabeth Johnson,
Larry Brainard,
14 Jul 2009
Despite the impressive growth of trade a rocky road lies ahead | Macro policy |
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Brazil Ethanol UPDATE: Petrobras gasoline hike and Cosan acquisition of Esso,
25 May 2008
Developments at Petrobras and Cosan highlight the strategic case for Brazilian ethanol and point to profitability gains | Energy |
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Brazil: How will the global crisis affect Brazilian ethanol? UPDATE,
25 Nov 2008
Bargain M&A opportunities emerge in a sector with compelling medium- to long-term prospects | Energy |
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Brazil: Sweet or sour? Ethanol and sugar 2009-10,
28 May 2009
India’s current sugar deficit will undoubtedly aid Brazilian producers, but the sector’s longer-term health depends on anchoring and developing ethanol export markets | Agriculture/food/biofuels |
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Brazil: Who benefits from the new housing package?,
14 May 2009
Electoral politics are driving the new low-income housing stimulus package, but some construction materials companies and developers will benefit | Consumer |
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Brazil UPDATE: How will animal protein fare in the global crisis?,
11 Mar 2009
Export volumes are stabilising, but lower revenues and credit woes will burden the sector in the shorter term | Agriculture/food/biofuels |
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Is Brazil’s new natural gas law a step forward?,
9 Feb 2009
Petrobras’s near-monopoly is loosened but competition will increase only in the medium to long term | Energy |
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Brazil: Road privatisations continue to gain traction,
23 Jan 2009
The government will need to work to find a model that will attract investors to frontier projects | Infrastructure |
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Brazil’s electricity concession cliffhanger: Can bureaucrats quickly take needed action?,
18 Dec 2008
Ultimately the government will probably support concession renewal, but implementation delays are a threat to the sector’s health | Energy |
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The last credible central bank,
Larry Brainard,
Alejandro Tamola,
9 Dec 2008
The interest rate cycle is turning as growth hits the wall | Macro policy |
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UPDATE: Credit crunch exacerbates challenges for Brazilian agriculture,
3 Dec 2008
The upcoming harvest season will be difficult but the medium-term sector outlook remains positive | Agriculture/food/biofuels |
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Brazil: Small hydro makes waves,
27 Oct 2008
Quick project turnaround and likely M&A opportunities make small hydro an attractive near-term investment | Energy |
