Posts Tagged ‘Brazil’
Fri Aug 27, 2010 14:06 BST |
The Brazilian consumer sector is one of the most dynamic in the world, with growing incomes and a strong consumer culture driving up spending and delivering impressive revenue growth for the country’s retailers. The market is also relatively immature, with tremendous potential for expansion in underdeveloped parts of the country. Given this it is no [Read more...]
Tags: Brazil, Carrefour, consumer, Grocery, Ikea, luxury goods, LVMH, Margins, middle class, Operating Profit, retail, Sales, Sephora, supermarket, Tesco
Posted in: Latin America, retail
Tue Aug 17, 2010 17:25 BST |
Massive capital inflows across South America raise the spectre that authorities throughout the region are about to impose capital controls. Support for exporters appears to be the main reason for such intervention, but fears over a rapid withdrawal of ‘hot money’ in the event of another ‘double-dip’ also appear to be a factor.
Risk Watchdog believes [Read more...]
Tags: Brazil, Capital Controls, central banks, Chile, Colombia, Equities, export competitiveness, Fixed Income, FX, FX Intervention, Latin America, monetary policy, Peru, Trade
Posted in: Latin America
Fri Aug 13, 2010 15:00 BST |
On this week’s Business Monitor Podcast, we continue our theme of ‘top emerging market picks’ with a focus on Latin America. BMI’s Head of Country Risk and Financial Markets Justin Patrie discusses the region with Head of Latin America Analysis Richard Hamilton and Latin America Analyst Martha Stickings. Specific countries discussed include Colombia, Brazil, Panama [Read more...]

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Tags: Brazil, Caribbean, Central America, Chile, Colombia, Currencies, Dominican Republic, Equities, Fixed Income, growth, Latin America, mexico, Panama, Peru, peso, real
Posted in: Currencies, Equities, Financials, General, Geopolitics, Latin America, Podcast, infrastructure
Thu Aug 5, 2010 16:40 BST |
My long-standing view that growth will cool considerably in Brazil in the latter part of 2010 is now firmly playing out, with latest industrial production data again surprising consensus expectations to the downside. June figures reveal a 1.0% month-on-month (m-o-m) contraction, the sharpest fall since the height of Brazil’s recession in December 2008. With the [Read more...]
Tags: Brazil, H210 slowdown, Industrial Production, interest rate futures, monetary policy
Posted in: Inflation/Deflation, Latin America
Wed Jul 7, 2010 16:47 BST |
BMI’s newest core view is that private healthcare spending as a percentage of total healthcare expenditure in emerging markets will decrease over the medium term. Governments in these countries increasingly appreciate the value of a healthy population and are boosting investment in medical services, such as pharmaceuticals, diagnostics, doctors, nurses, clinics and hospitals.
Notable public sector [Read more...]
Tags: Brazil, China, emerging markets, expenditure, health care, India, mexico, Pharmaceuticals, private sector, Russia, Turkey
Posted in: Asia, China, Emerging Europe, General, Latin America
Tue Jun 15, 2010 16:07 BST |
With South Africa’s World Cup well under way, concerns that infrastructure would not be up to scratch have fallen by the wayside. The investment required to prepare South Africa was substantial, running in the billions of dollars, and far exceeding that of previous host nations. The impact of all this has been a tremendous – [Read more...]
Tags: Brazil, infrastructure, investment, London, Olympics, Rio de Janeiro, south africa, World Cup
Posted in: General
Fri Jun 11, 2010 17:02 BST |
Against an increasingly challenging global economic backdrop, Richard Hamilton, Head of Latin America analysis at Business Monitor International, outlines three core themes for the region. Having been among the first regions to emerge from the global economic downturn in 2009, we take a look at the likely impact of a double-dip in China and an [Read more...]

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Tags: Argentina, Base Metals, Brazil, Caribbean, Central America, Chile, China, Double Dip, Hugo Chavez, Latin America, local debt, Lula, mexico, parallel rate, Peru, US economic weakness, Venezuela
Posted in: China, General, Latin America, Podcast, Political Risk, US