Brazil Tourism SWOT
Tourism / Brazil / Wed 11 May, 2022
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Brazil Life Insurance Premiums Forecast
Insurance / Brazil / Wed 11 May, 2022
Key View: Life insurance premiums should remain on a steady uptrend over the next five years as income and savings trend upwards. We expect insurance carriers to continue to focus on product innovation and digital sales networks to develop new revenue streams. Primary downside risks stem from commodity price surges, food price inflation and Covid
Banco Central Do Brasil Likely To Hike Again By Mid-2022 To Contain Inflation
Banking & Financial Services / Brazil / Wed 23 Mar, 2022
Key View
- At Fitch Solutions, we now expect the Banco Central do Brasil (BCB) to hike its benchmark Selic interest rate by an additional 150 basis points (bps), to 13.25%, by end-2022. In its previous meeting on March 16, the BCB hiked by 100 bps to 11.75%.
- We revised up our 2022 average inflation forecast to 8.9% y-o-y, from 8.2%
Brazil Mining: Privatisation Provides Upside Risks To Lithium Production Forecasts
Corporates / Brazil / Mon 21 Mar, 2022
Key View
- We at Fitch Solutions are highlighting upside risk to our lithium production forecasts for Brazil, after Codemge, the state-owned company of key mining state Minas Gerais, opted to increase the share of resources owned by the private sector.
- An increasingly supportive policymaking environment for lithium mining may help spur
Upside Risks For Brazil's Nuclear Power, Renewables Still Outperform
Power / Brazil / Mon 14 Mar, 2022
Key View
- There is an upside risk for nuclear power growth in Brazil’s power market, following governmental efforts to advance the sector as part of its National Energy Plan, though we remain cautious at present given that it remains in early stages.
- Positive developments for the Angra 3 project also present an upside risk to our nuclear
Three Key Charts: Sizeable Grid Infrastructure Project Pipeline In Brazil
Corporates / Brazil / Fri 11 Mar, 2022
Key View
- Brazil’s transmission infrastructure project pipeline stands out as the largest in Latin America with the market hosting the highest number of projects, 136, according to our Infrastructure Key Projects Data (KPD), which includes projects over USD30mn in value.
- The relative smaller scale of grid infrastructure projects, compared
Brazilian Growth To Dip In 2022 As High Inflation And Interest Rates Limit Domestic Demand
Country Risk / Brazil / Sat 05 Mar, 2022
Key View
- Growth will decelerate further in Brazil over the coming quarters as elevated inflation and rising borrowing costs limit private consumption and investment.
- We at Fitch Solutions forecast Brazilian growth of 0.7% in 2022, down from 4.6% in 2021, and Q421’s seasonally adjusted growth print of 1.6% y-o-y (0.5% q-o-q).
- We are
Brazil's Natural Gas Demand Growth To Weaken Over 2022 After Record 2021
Oil & Gas / Brazil / Fri 04 Mar, 2022
Key View
- The power and industrial sector demand underpinned a robust growth of 22.0% y-o-y in natural gas consumption in 2021 in Brazil.
- Natural gas consumption growth will weaken to 9% y-o-y as we expect slowing demand growth from the power sector amid an expected recovery in hydropower generation.
- A muted outlook for economic activity
PhRMA: Intellectual Property Protection Failures Pose Growing Threat To Drugmakers In Brazil
Pharma & Healthcare / Brazil / Tue 22 Feb, 2022
Key View
- PhRMA has placed Brazil on the Priority Watch List in its 2022 Special 301 Report due to a number of significant intellectual property protection failures that continue to pose a threat to innovative drugmakers in Brazil.
- Additionally, repressive government pricing and market access barriers will increase industry risk.
- Macroeco
Modest Recovery For Brazil's Sugar Production In 2022/23 After Weak 2021/22 Season
Agribusiness / Brazil / Wed 26 Jan, 2022
Key View:
- The 2021/22 sugar crushing season in Brazil came to an end in October/November 2021. We are revising down our sugar production estimates, estimating output dropped by a steep 17.8% y-o-y, as the cane crop was significantly impacted by bad weather conditions.
- We forecast sugar production to recover moderately in 2022/23, for which
