Betting On Brazil

Serra or Dilma? Who Would Be Best For Brazil?

Stephen Kanitz — Thu, 04 Feb 2010 09:04:31 -0200

This is the most frequent question I receive from investors these days. Both candidates are expert government administrators, tough, hardly charismatic, but know their ropes around bureaucratic government. Government bureaucracy is definitely one of our bottlenecks, and both candidates will do an excellent job in putting government to work. In...

Consumer Sales 10% Growth in 2009

Stephen Kanitz — Sat, 16 Jan 2010 11:41:03 -0200

These figure do not include 2009 Xmas, so final numbers should be better still. Now compare this with predictions for 2009. Morgan Stanley -4,5% Nakano, da FGV -4,0% Economists Cepal -2,0% Celso Pastore 0,5% Gustavo Loyola 0,3% Febraban 0,3% Leitores O Brasil Que Dá Certo 1,8% our brazilian blog. So...

The Summary of 2009 in a Single Graph

Stephen Kanitz — Fri, 11 Dec 2009 11:29:17 -0200

Consumer spending maintained its historical growth rate, except for a brief (blue) dip in October 2008. What nosedived was industrial production, due to dire predictions of economic consultants that advised businessmen to curtail production and investments. Nouriel Roubini came to Brazil in May, predicting -2% recession, based on his proprietary...

Brazil : The Future Testing Ground of The World

Stephen Kanitz — Thu, 26 Nov 2009 08:27:28 -0200

You are a multinational company with a new product. Where will you test market: San Francisco, London, Jakarta, Switzerland, Japan or Brazil ? Take a guess. 7.000 new products were introduced in Brazil in the first semester of 2009. Nearly 6% of all new products introduced in the world. Why?...

Key Developments of The Month of November

Stephen Kanitz — Thu, 19 Nov 2009 07:28:00 -0200

Now investment expenditures are rising dramatically, given the demise of the last bastions of doomsday economists predicting a W. No L, no U nor even a W. Business Confidence has reached its highest level since 2005, much higher than a year ago. Mother's Day Sales grew 35% compared to a...