Grace Fan

Director, Brazil/Latin America 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

See all our Brazil research >>

What a second term for Dilma would look like

Overview

Although Brazil’s humiliating loss in the World Cup semi-finals to Germany is bad news for the government, Dilma remains the front runner to date in an increasingly tight presidential race. For investors who fear the President’s re-election, their biggest critiques generally include a lack of vision – aggravated by excessive government intervention in many sectors – an over-reliance on the country’s exhausted consumer-led growth model and heterodox macro policies that ultimately...

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