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Brazil Ethanol UPDATE: Petrobras gasoline hike and Cosan acquisition of Esso,
24 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,
27 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?,
13 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 |
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Brazil's wind sector: Fair or foul weather ahead?,
14 Oct 2008
High generation costs and tight credit may hamper short-term development, but longer-term prospects are bright | Energy |
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Brazil builds a bigger construction materials industry,
Elizabeth Johnson,
23 Sep 2008
Raw materials costs, not supply constraints, are driving prices higher | Consumer |
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Another look at sugar power,
2 Sep 2008
Better government financing plans and growing industry sales still leave the sector’s potential unfulfilled | Energy |
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Picking winners as Brazil battles inflation,
11 Aug 2008
Agribusiness, housing and computer-related retail sales should weather the cycle well | Macro policy |
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Profiting from payroll lending,
6 Aug 2008
A consumer finance segment that will likely remain robust despite higher interest rates | Consumer |
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How Brazil's inflation cycle will play out,
Larry Brainard,
16 Jul 2008
The Central Bank is steering the economy towards a soft landing | Macro policy |
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Brazil’s auto sector revisited: Fasten your seatbelts,
29 Jun 2008
Accelerated growth is vulnerable to the impact of rising inflation on Brazil’s new consumer classes | Consumer |
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Why doesn’t Brazil plant more?,
19 Jun 2008
Look beyond global commodities prices to understand the true dynamics of Brazilian farming | Agriculture/food/biofuels |
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Tupi or not Tupi? Evaluating the subsalt potential,
12 Jun 2008
Brazil must maintain a solid regulatory framework to support Petrobras’s need to attract the international partners necessary for subsalt development | Energy |
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Brazil reinsurance revisited: Deregulation jump-starts growth,
28 May 2008
Fine timing for the move towards a more efficient, consumer-friendly insurance industry | Energy |
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Firing up the coals: Assessing opportunities in Brazil,
8 May 2008
Strategic coal plays are attracting investors as a local and regional energy crunch threatens but caution is advisable | Infrastructure |
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Brazil's troubled petrochemicals sector,
24 Apr 2008
Petrobras’s decision to boost investments in the sector is based on politics, not economic fundamentals | Energy |
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Brazil: Ethanol outlook - 2008,
6 Apr 2008
Oversupply of ethanol and sugar will curb industry returns in the short term, but the long-term outlook remains positive | Energy |
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The allure of Brazil’s agricultural real estate,
3 Apr 2008
Price inflation and title risk in some areas, but superb upside in the medium and long term | Agriculture/food/biofuels |
