Key Analysis

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Anaemic Growth To Persist

There is little upside for Brazilian real GDP growth in the next several years, in light of a poor business environment, weak consumer confidence and lacklustre external environment. A nascent policy...

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Key Risks For 2015

Political risk will be the key driver of uncertainty in Latin America in the coming year, with the majority of our risk scenarios dependent on government decision-making rather than economic...

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Autos Slowdown Inevitable In 2015

We expect the slowing Chinese economy to remain a headwind to auto sales in 2015. While passenger car sales will continue outperforming CV sales due to the ongoing rebalancing of the economy, they...

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