Brazil

In-depth country-focused analysis on Brazil's economic, political and operational risk environment, complemented by detailed sector insight

Our comprehensive assessment of Brazil's operating environment and the outlook for its leading sectors are formed by bringing together a wealth of data on global markets that affect Brazil, as well as the latest industry developments that could impact Brazil's industries. This unique integrated approach has given us an impeccable track-record for predicting important shifts in the markets, ensuring you’re aware of the latest market opportunities and risks in Brazil before your competitors.

Brazil Country Risk

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Core Views Further exchange rate weakness, still-high interest rates and our view for only a moderate pick-up in fixed investment inform our view that real GDP growth will remain near 2013 levels...

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Brazil Industry Coverage (24)

Agribusiness

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BMI View: Overall, we believe there is the most potential for growth in Brazil's soybean, livestock/dairy and coffee segments over the medium term. This is because of a shift in food consumption...

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Autos

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Total vehicle sales declined 1.1% in 2013, chiefly on the back of weakness in the country's passenger car market. Indeed, sales in this segment spiked in Q312 on the back of the introduction of...

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Commercial Banking

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Commercial Banking Sector Indicators Date Total assets Client loans Bond portfolio Other Liabilities and capital Capital Client deposits Other...

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Consumer Electronics

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BMI View: We expect a boost in certain consumer electronics spending in 2014, as the hosting of the FIFA World Cup should provide additional demand for digital cameras, TV sets and...

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Defence & Security

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Fallout from revelations in Q313 that the US National Security Agency (NSA) conducted widespread surveillance on Brazilian citizens including Brazil's President, Dilma Roussef, has remained at the...

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Food & Drink

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Since our last update, the Brazilian economy has shown increasing signs of deterioration. Indeed, consumer confidence has headed lower, inflation has remained near the upper limit of the central bank...

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Freight Transport

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We forecast that growth in Brazil's freight transport volumes will outpace the Latin American giant's real GDP growth in 2014 and over our medium-term forecast period (2014-2018), across all modes....

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Information Technology

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BMI View: The Brazilian IT market has a solid growth outlook over the medium term based on rising incomes and modernisation initiatives by enterprises and government. However, in the short term...

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Infrastructure

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BMI View: We maintain our expectation that growth will pick up in Brazil's construction industry in 2014, with 4.1% growth expected . Off the back of a ramp - up in concessions awarded, which...

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Insurance

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BMI View: As of late 2013, the major trends that make Brazil one of the most exciting and dynamic insurance markets globally remain intact. Thanks to the general improvement of perceived macro-...

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Medical Devices

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Espicom Industry View: Brazil has the largest economy and medical device market in Latin America, but per capita medical expenditure is still very low. The highest expenditure is in the large...

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Metals

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BMI View: We expect solid m etals consumption growth in Brazil through 2018 on the back of the automotive , construction and infrastructure sectors , among others. Despite delays in...

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Mining

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BMI View: We see continued growth in Brazil's mining sector , though with the boom years gone and Chinese demand growth slowing, average growth rates will be more modest than in prior years ....

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Oil & Gas

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BMI View: Brazil ' s massive pre-salt fields, such as Lula, Iracema and Franco, suggest substantial growth potential over the long term, underpinning our view that crude, natural gas and other...

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Petrochemicals

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Producers claimed they are seeing benefits, with an increase in capacity utilisation expected in the short term and an increase in investment in the medium term. While tax cuts on raw material...

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Pharmaceuticals & Healthcare

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BMI View: The Brazilian pharmaceutical market remains the most attractive to multinational pharmaceutical companies in Latin America. The expansion of healthcare coverage , driven by local...

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Power

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BMI View: We are maintaining our 2014 forecasts and long-term forecasts for power generation in Brazil, as ou r assumptions remain relevant. Hydroelectric power accounts for, and will...

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Real Estate

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BMI View: Brazil presents an extremely favourable picture, with the hosting of major sporting events in 2014 and 2016 prompting the construction of suitable infrastructure. However, there have...

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Renewables

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BMI View : We are maintaining our 2014 forecasts for non-hydropower renewable energy generation in Brazil , as we had accounted for potential delays in a number of wind projects and our...

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Retail

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BMI View: Brazil's retail sector will continue its strong growth trajectory, boosted by an increasingly affluent population, rising urbanisation and a decrease in unemployment. The number of...

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Shipping

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BMI's outlook for the Brazilian shipping industry remains strong with very healthy rates of growth expected in 2014 at the country's two largest ports, Santos and Salvador (double-digit at both)....

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Telecommunications

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BMI View: All four of the leading mobile operators in Brazil have reported a positive response to the launch of 4G LTE services since H113, boosting subscriber growth to 1.310mn by the end of the...

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Tourism

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The Brazil Tourism Report examines the significant long-term potential being offered by the local tourism industry, especially as the country is to host first the FIFA Football World Cup this year...

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Water

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BMI View: W e believe that while the overall trend in the provision of water and sanitation services has been one of improvement over recent decades (particularly in urban areas), vast...

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