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The world’s biggest economy
The world’s biggest economy The Economist’s coverage of when China will exceed America as the world’s biggest economy reinforces my thesis that emerging markets will grow faster than the S&P 500 on...
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Lula’s Legacy
Brazil’s charismatic (now ex) president Lula has been perceived as a great leader worldwide. Obama called him “the man” and Fidel Castro ” dear comrade”; in Brazil, after 8 years in power, his...
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Output, Employment in Rich World v Emerging Markets
The Economist compares output and employment in the Rich World and Emerging Markets. “By late 2010 output and employment had turned up in most rich countries but not enough to regain pre-crisis levels...
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The G20 aftermath: The Delhi consensus
The Economist outlines India’s appeal in reporting on the aftermath of the G20 meetings – an interesting contrast with Brazil. “India’s appeal to foreign investors is easy to see. Its economy grew by...
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Brazilians pay record taxes in 2011
Brazilian Internal Revenue Service (Receita Federal) announced a new records showing that taxes are moving put with the economy. Dolar is stable and country risk is down but GDP prognostics for 2011...
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Time to cool down? Is Brazilian economy overheated?
One starts to wonder if it Brazilian economy is overheated. The Economist for one, came with an article - Too Hot (2/6/11) Latin America’s biggest economy is more fragile than it appears. The...
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Brazilian economy cools down with global turbulence
For the fifth consecutive week, Brazilian financial analysts reduced their estimates for the Brazilian economic growth this year. Local market sentiment poll – Focus Report According to the Focus...
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Brazil’s GDP disappoints but tax burden is record
Brazil’s third-quarter GDP disappointed analysts with 0.6% versus a market consensus of 1.2%. revisions in GDP growth forecasts for both this year and 2013. Main surprises Private consumption was up...
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Brazil: our highlights of 2012
2012 was a year of contrasts for Brazil. To start with, FDI was record but the country is not cheap anymore. Momentum is still positive. 7 out of 10 business leaders interviewed by the E&Y...
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How expensive are products made in Brazil?
Brazilian products are on average 34.2% more expensive than a similar product made somewhere else. What are the reasons? The Brazil cost, followed by the appreciation of the Brazilian Real, explain the...
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IMF predicts Brazilian GDP will grow only 0.3% in 2014
For the sixth time in a row, the International Monetary Fund cuts down its forecast for 2014 economic growth in Brazil. In July IMF projected an expansion of 1.3%, now it expects only 0.3%. This...
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When will Brazilian GDP recover?
For 2017, the Brazilian government’s official number is 1% growth, with the recovery starting already in the first quarter. However, according to O Estado de S. Paulo newspaper, the Minister of...
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