Brazil’s economy benefits from an almost perfect commodity mix, a rapidly rising consumer base and a government committed to improving the country’s investment climate, suggesting that it will continue to grow at a robust pace over the coming years. However, a reluctance by monetary policymakers to tighten credit conditions, for fear of hurting growth and… [Read more]
On this week’s Business Monitor Podcast we are joined by Lisa Lewin, Head of Africa Analysis, to hear about her ‘on the ground’ impressions after returning from a trip to Kenya. A burgeoning middle class and growing trade integration among East African nations suggest that several sectors stand to benefit from the highly attractive economic… [Read more]
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]
Over the past several weeks we have heard about the gloomy outlook for consumer demand in developed markets. Household deleveraging in the US and the growing debt crisis in peripheral eurozone states suggest that a return to robust demand levels will be hard to come by. In this context, we examine the outlook for the… [Read more]
