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

BMI View:

Core Views With persistent currency weakness and rising interest rates set to temper private consumption growth, and fixed investment to receive only a moderate boost from the June 2014 FIFA World...

Read more
To read full BMI view LOGIN or REGISTER for FREE!

Brazil Industry Coverage (24)

Agribusiness

BMI View:

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...

Read more
To read full BMI view LOGIN or REGISTER for FREE!

Autos

BMI View:

BMI forecasts a 4.6% drop in vehicle sales in 2014, as we expect the passenger car and CV segments to remain weak over the coming year.We forecast a 6% decline in passenger car sales in 2014, as the...

Read more
To read full BMI view LOGIN or REGISTER for FREE!

Commercial Banking

BMI View:

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

Read more
To read full BMI view LOGIN or REGISTER for FREE!

Consumer Electronics

BMI View:

BMI   View:   the outlook for consumer electronics spending in 2014 is weaker than in recent years as a result of a more challenging macroeconomic environment. However , the hosting of the...

Read more
To read full BMI view LOGIN or REGISTER for FREE!

Defence & Security

BMI View:

BMI View: With the FIFA World Cup fast approaching, Brazil is making the final preparations for what will be the largest security operation ever undertaken on Brazilian soil. The security operation...

Read more
To read full BMI view LOGIN or REGISTER for FREE!

Food & Drink

BMI View:

We are revising down our real private consumption growth forecast to 2.0%, from 2.3%, accounting for a large part of the downgrade to our headline growth forecast, as we expect that more significant...

Read more
To read full BMI view LOGIN or REGISTER for FREE!

Freight Transport

BMI View:

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

Read more
To read full BMI view LOGIN or REGISTER for FREE!

Information Technology

BMI View:

BMI View: we forecast a slight slowdown in IT market growth in Brazil in 2014 as a result of a weaker economic environment, however the growth outlook remains robust over the medium term. The...

Read more
To read full BMI view LOGIN or REGISTER for FREE!

Infrastructure

BMI View:

BMI View: We believe Brazil will struggle to sustain a rebound in construction sector growth over the medium term. Despite maintaining our outlook that growth will pick up between 2014 and 2018...

Read more
To read full BMI view LOGIN or REGISTER for FREE!

Insurance

BMI View:

BMI View: The results of the leading Brazilian insurance companies in relation to 2013 totally vindicate our view that Brazil is 'one of the most exciting and dynamic insurance markets globally...

Read more
To read full BMI view LOGIN or REGISTER for FREE!

Medical Devices

BMI View:

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...

Read more
To read full BMI view LOGIN or REGISTER for FREE!

Metals

BMI View:

BMI View: We forecast refined metal production and consumption growth in Brazil from 2014-2018, with the automotive , construction , and infrastructure sectors being major drivers . While...

Read more
To read full BMI view LOGIN or REGISTER for FREE!

Mining

BMI View:

BMI View: Brazil's mining sector will experience slower average growth in 2014-2018 compared with previous years , primarily on account of slowing Chinese demand growth for metal ores....

Read more
To read full BMI view LOGIN or REGISTER for FREE!

Oil & Gas

BMI View:

BMI View:   Brazil's vast pre-salt reserv es suggest sub stantial growth potent ial over the long-term, underpinning our bullish upstream view that crude, natural gas, and other liquids output...

Read more
To read full BMI view LOGIN or REGISTER for FREE!

Petrochemicals

BMI View:

The Brazilian chemicals industry continues to lose competitiveness due to its dependence on high cost feedstocks and the effects of water shortages and electricity black-outs, according to BMI's...

Read more
To read full BMI view LOGIN or REGISTER for FREE!

Pharmaceuticals & Healthcare

BMI View:

BMI View: The Brazilian pharmaceutical market will continue to be the most attractive to multinational pharmaceutical companies in Latin America. S trong government support, an improving...

Read more
To read full BMI view LOGIN or REGISTER for FREE!

Power

BMI View:

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...

Read more
To read full BMI view LOGIN or REGISTER for FREE!

Real Estate

BMI View:

BMI View:   Brazil's sluggish economic growth, forecasted at 2.8% for 2014, continues to dampen both investor and consumer confidence and weakens its economic position in Latin America. As the...

Read more
To read full BMI view LOGIN or REGISTER for FREE!

Renewables

BMI View:

BMI View : We are maintaining our forecasts for non-hydropower renewable energy generation in Brazil this quarter as our assumptions for the sector remain relevant. While there were a number of...

Read more
To read full BMI view LOGIN or REGISTER for FREE!

Retail

BMI View:

BMI View: Brazil's retail sector will continue its strong growth trajectory over the medium to long term, boosted by an increasingly affluent population, rising urbanisation and a decrease in...

Read more
To read full BMI view LOGIN or REGISTER for FREE!

Shipping

BMI View:

BMI View: We believe that Brazil's economic recovery will falter this year, and are revising down our 2014 real GDP growth forecast from 2.4% to 2.0%, below our 2013 estimate of 2.3% growth....

Read more
To read full BMI view LOGIN or REGISTER for FREE!

Telecommunications

BMI View:

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...

Read more
To read full BMI view LOGIN or REGISTER for FREE!

Tourism

BMI View:

BMI View :  The successful holding of the FIFA World Cup in June-July this year proved a relief to the Brazilian authorities and served to promote Brazil as a tourist destination. Despite some...

Read more
To read full BMI view LOGIN or REGISTER for FREE!

Water

BMI View:

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

Read more
To read full BMI view LOGIN or REGISTER for FREE!