Elizabeth Johnson

Managing Director, Brazil Research

Grace Fan

Director, Brazil/Latin America Research

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Recent Brazil research

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BRAZIL: Identifying signs of change (or continuity) in Dilma’s second term

Overview

After securing re-election in the closest presidential election since redemocratization, President Dilma Rousseff has begun the arduous task of regaining market confidence. Despite her conciliatory tone and promises of change, markets have good reason to be sceptical. In this report, we outline five key appointments and measures that will indicate whether or not Dilma is prepared to move in a more orthodox direction. Conversely we also highlight scenarios that would indicate that...

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