Brazil
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Brazil / Economy
With Brazil's high-yielding real-denominated instruments likely to remain very attractive as sovereign yields in developed states continue to fall, we believe that additional international investors will be drawn into the Brazilian market, likely prompting yields to fall still lower. While this is likely to ease debt-servicing costs for the time being, we caution that a prolonging...
2010-09-01Brazil / Economy
With the Brazilian government having to step up its intervention on the foreign exchange market in a bid to halt appreciation of the real around the BRL1.7500/US$ level, we believe...
2010-08-31Brazil / Economy
While other leading indicators are already bearing out our view that the Brazilian economy will slow in the second half of this year, credit growth has remain resolutely on the up,...
2010-08-25Country Risk Rating
Brazil
With Brazil's high-yielding real-denominated instruments likely to remain very attractive as sovereign yields in developed states continue to fall, we believe that additional international...
2010-09-01Brazil
With the Brazilian government having to step up its intervention on the foreign exchange market in a bid to halt appreciation of the real around the BRL1.7500/US$ level, we believe...
2010-08-31Brazil
Finance Minister Guido Mantega has announced that the government is considering tax breaks to stimulate long-term lending for infrastructure development. We believe that the move represents...
2010-07-27Brazil
Polls ahead of October's presidential elections are sending out increasingly mixed signals, reinforcing our long-held view that the election remains too close to call. Latest survey...
2010-07-27Brazil
While other leading indicators are already bearing out our view that the Brazilian economy will slow in the second half of this year, credit growth has remain resolutely on the up,...
2010-08-25Brazil
A host of recent leading indicators are bearing out our view that growth rates in Brazil will moderate considerably in the second half of this year. One example is formal job creation,...
2010-07-22Brazil
With the euro staging something of a relief rally against the US dollar in recent days, we see scope for the Brazilian real to gain modestly relative to the greenback in the very near...
2010-07-07Brazil
April's retail sales print surprised to the downside at -3.0% month-on-month (m-o-m) on a seasonally adjusted (SA) basis, reinforcing our view that Brazil's red hot economic growth...
2010-06-24Brazil
As Brazil enters the 2010s and a new president is set to take office in 2011, the new administration will face a myriad of policy challenges over the coming decade. The impressive...
2010-04-15Brazil
Dilma Rousseff's popularity is on the rise following her official nomination as the Partido dos Trabalhadores candidate in February. The conservative opposition Partido da Social...
2010-03-02Brazil
The election campaign of President Luiz Inácio Lula da Silva's chief of staff, Dilma Rousseff, for the Brazilian presidency will need to shift into the next phase as the ruling Partido...
2010-02-03Brazil
As Brazil enters the 2010s and a new president is set to take office in 2011, the new administration will face a myriad of policy challenges over the coming decade. The impressive...
2010-01-13
