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Playing the 2014 World Cup,
Grace Fan,
10 Dec 2010
Infrastructure buildout sadly lacking, but investors should not yet throw in the towel
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Infrastructure
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BRAZIL: Interpreting Dilma’s initial cabinet appointments,
2 Dec 2010
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Politics/governance
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Antitrust personnel changes will further slow Brazil’s approval of key M&A deals in 2011,
16 Nov 2010
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Politics/governance
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Post-election, Brazilian road concession sales gain traction,
12 Nov 2010
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Politics/governance
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Dilma promises Brazilian voters what they want: Continuity,
Elizabeth Johnson,
5 Nov 2010
The early focus on fiscal tightening is positive, but thorough evaluation must await announcement of her cabinet
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Politics/governance
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Currency wars: The end game,
Larry Brainard,
Martinde Bonte,
28 Oct 2010
EM real exchange rates will appreciate, hurting the export and import-competing sectors
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Macro policy
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Brazilian ethanol will benefit medium term from likely near-term fall in US import tariff,
21 Oct 2010
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Energy
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Steel demand will be driven by consumer and infrastructure spending in the medium term,
Elizabeth Johnson,
17 Oct 2010
Increased imports will squeeze local producers’ margins
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Infrastructure
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Brazil elections: Opposition governors win key states, boosting investment prospects,
5 Oct 2010
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Politics/governance
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Dilma and Brazil's Sovereign Wealth Fund,
28 Sep 2010
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Politics/governance
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Road concession sales will soon shift into high gear,
Elizabeth Johnson,
28 Sep 2010
Campaign rhetoric about changes to existing toll road concessions should be taken with a pinch of salt
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Infrastructure
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Brazil election update: Dilma advances, but so do opposition gubernatorial candidates,
27 Aug 2010
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Politics/governance
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Resolving Brazil’s grain and oilseed storage bottleneck,
Elizabeth Johnson,
18 Aug 2010
Government financing programme will change the playing field
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Agriculture/food/biofuels
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BRAZIL Election Watch: Dilma gets closer and the state looms larger,
23 Jul 2010
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Politics/governance
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Brazil’s economy after the elections,
Larry Brainard,
22 Jul 2010
Don’t believe the hype – serious problems lie ahead no matter who wins
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Macro policy
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Petrobras helping to change Brazil’s ethanol playing field,
30 Jun 2010
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Energy
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BRAZIL: Election-year rhetoric against foreign land ownership is largely hot air,
29 Jun 2010
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Agriculture/food/biofuels
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Iran and the pitfalls of Lula’s foreign policy,
Grace Fan,
10 Jun 2010
Putting the short-term upside and potential longer-term risks into perspective
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Politics/governance
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Rising risks as Brazil’s Senate passes key subsalt bills,
10 Jun 2010
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Energy
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Investment implications of Brazil’s gubernatorial elections,
Elizabeth Johnson,
3 Jun 2010
Sao Paulo will continue to offer solid investment opportunities, but Parana should become more attractive following the elections
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Politics/governance
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Outlook for Brazil’s credit card industry unchanged by yesterday’s non-news,
19 May 2010
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Consumer
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Credit card industry competition charges ahead,
Elizabeth Johnson,
16 May 2010
Double-digit annual growth over the medium term will compensate the incumbents’ declining market share
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Consumer
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Petrobras capital increase bill still on track for Senate approval,
Grace Fan,
5 May 2010
If the final bill is similar to the current version, minority shareholders ultimately stand to gain
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Energy
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The presidential field narrows,
27 Apr 2010
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Politics/governance
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Rising near-term risks in the lower-income housing sector,
Grace Fan,
20 Apr 2010
Strong demand prospects but developer margins will be squeezed by inflation, skilled labour shortages and supply-chain issues
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Consumer
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