Brazil

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Economics

06SEP 2019

How trade wars are weakening the BRICs

Craig Botham explains why the economics team has downgraded the growth outlook across the BRIC economies this quarter, with weakness in 2020 driven by the trade war.

2019

JUNE

05JUN 2019

Economics

Why we’ve lowered our expectations for emerging markets growth

Craig Botham explains growth downgrades for Brazil and India for this year, and why Russia sees a slight upgrade.

MAY

30MAY 2019

Economics

Brazil optimism fades as economy shrinks

Despite a poor start to the year for Brazil under new president Jair Bolsonaro, we think the picture will improve later in the year.

FEBRUARY

27FEB 2019

Markets

Why the outlook for Latin American stocks is improving

Pablo Riveroll discusses the risks and rewards in Latin American equities, and explains their attractiveness compared to other regions.

2018

DECEMBER

04DEC 2018

Markets

The emerging market convergence question

The idea of convergence is a powerful one for many emerging markets investors. But what is it? Why should it happen? What does history tell us about it?

OCTOBER

31OCT 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - November 2018

The market selloff, the return of fiscal policy, a slowdown in eurozone data and Bolsanaro's Brazil victory all feature in our monthly analysis of the global economy.

29OCT 2018

Economics

Brazil backs Bolsanaro: what next?

Despite his controversial reputation, Jair Bolsanaro’s victory in the Brazilian election has been greeted with investor optimism. But the real test is yet to come – particularly regarding the crucial topic of pension reform.

04OCT 2018

Markets

Why Brazil’s election is so important

Brazil’s election looks set to be one of the closest in decades. We explain what is at stake and why Brazilian financial markets are so volatile.