Grace Fan

Senior Analyst

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Recent Brazil research

* Brazil: Closer to the fiscal precipice, Grace Fan, Elizabeth Johnson, 17 Aug 2017
* Brazil: Is pension reform still possible?, Elizabeth Johnson, Grace Fan, 10 Aug 2017
* Brazil: The cost of Temer’s victory, Grace Fan, Elizabeth Johnson, 3 Aug 2017
* Brazil: Can the market really decouple from the political crisis?, Grace Fan, 28 Jul 2017
* Brazil: Can the market really decouple from the political crisis?, Grace Fan, 28 Jul 2017

See all our Brazil research >>

Rising near-term risks in the lower-income housing sector

Overview

One year after the launch of the Lula administration’s low-income housing stimulus programme Minha Casa, Minha Vida Phase 1, financing for an additional two million homes by 2014 is being planned under Phase 2. Although demand fundamentals for Brazil’s housing sector remain bright, the outlook for the country’s lowest-income segment will be clouded by rising inflation in the near and medium terms. This could curtail growth unless the post-Lula government adjusts its budget or finds...

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