Country Risk Rating
Brazil
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
Brazil's employment dynamics continue to be supportive of private consumption, supporting our view that domestic demand shows little sign of waning for the time being. While May data...
2010-07-01Brazil
Yields on Brazil's US dollar government bonds are on the verge of record lows, reflecting our view that confidence in Latin America's largest economy remains sky high. While yields...
2010-07-01Brazil
Long unable to attack the current administration's track record on economic policy, conservative opposition candidate for the Partido da Social Democracia Brasileira (PSDB), José Serra,...
2010-06-02Brazil
Exports to China accounted for some 13.2% of total exports in January-April 2010, a 27% y-o-y increase. We particularly note the rise in crude oil exports, with China, the US and interestingly...
2010-06-01Brazil
Centre-right opposition candidate for October's presidential election, José Serra (PSDB), has begun to reach out to potential coalition candidates in an effort to boost his chances...
2010-05-10Brazil
We continue to highlight our concerns over persisting fiscal slippage and the increasing role of politics in the economy in the run-up to October's elections. However, perhaps the...
2010-05-10
