Grace Fan

Senior Analyst

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Recent Brazil research

* Brazil: Meat gets a roasting in corruption investigation, Elizabeth Johnson, Grace Fan, 24 Mar 2017
* Brazil: The war ahead, Grace Fan, Elizabeth Johnson, 17 Mar 2017
* Brazil: Tremors ahead of Janot’s new list, Grace Fan, Elizabeth Johnson, 10 Mar 2017
* Brazil: Infrastructure agenda gains traction, Grace Fan, Elizabeth Johnson, 23 Feb 2017
* Brazil: Consumer recovery still on hold, Elizabeth Johnson, Grace Fan, 16 Feb 2017

See all our Brazil research >>

When will the sugar high vanish?

Overview

Raw sugar futures prices near three-decade highs as of late October have lifted the fortunes of Brazil’s top sugar-ethanol firms. Although a global sugar surplus is now being projected for the 2010/11 season, reasons for optimism in H1/10 include a continuing sugar shortfall in India, depleted global sugar stocks, a slowdown in Brazilian cane expansion and growing domestic flex-fuel car and motorcycle...

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