Elizabeth Johnson

Managing Director, Brazil Research

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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

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Brazil: The importance of state elections

Overview

Although most investors are focused on the October presidential election, the outcome of several gubernatorial elections, including Sao Paulo, Minas Gerais and Parana, will have implications for the equities market. At the same time, it will dictate economic policies in these three states, which, combined, produce nearly half of Brazil’s GDP and account for almost 40 per cent of the population....

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