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Recent Brazil research

* Brazil: Keeping the flame alive, Grace Fan, Elizabeth Johnson, 7 Dec 2017
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See all our Brazil research >>

A stock picker's economy

Overview

At the outset of Lula’s second term, the prospects for Brazilian economic performance are like the glass that is half-full or half-empty depending on perspective. On the one hand, Brazil will fail to take full advantage of the historic opportunity created by the present phase of globalisation, with GDP growth rates remaining modest relative to emerging market peers. The blockages are mainly due to government policy failings - including inadequate infrastructure, now becoming a major...

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