The case for continued consumer spending in 2011
Now that President Dilma is firmly established as Commander-in-chief, our research on Brazil will focus on whether she can fulfil her campaign promises to continue and improve upon President Lula’s policies. Our analysis of the Dilma presidency will build on previous work we have done on key sectors of the economy, including agriculture, biofuels, oil and gas, electricity and consumer spending.
In addition to our regular macroeconomic analysis, we will focus heavily on the infrastructure sector and how the new administration will work to reduce the country’s massive logistical bottlenecks. This will include examining the challenges that Brazil will face over the next four year as it prepares to host the 2014 FIFA World Cup. We will also continue our extensive coverage of Brazil’s growing consumer class, evaluating those sectors that will see the strongest growth during Dilma’s term in office.
On the political front, we will continue our in-depth coverage of the impact of regulatory changes to the oil and gas sector. We will also closely monitor the expansion of credit markets in Brazil, identifying areas with the greatest potential for sustainable growth. The agricultural sector will be a constant focus, and we will be watching the political climate for Brazilian agricultural exports, especially meat and biofuels.
