Refine by sector
Latest articles in Brazil
Macro Analysis / Global

IMF World Economic Outlook: Looking beyond the pandemic for emerging markets

In its latest World Economic Outlook, the IMF predicts the global economy to experience a 4.4% contraction in 2020 (+0.8ppt vs its June estimates) and a partial rebound to 5.2% growth in 2021 (-0.2ppt). Asia (-1.7% in 2020; +8.0% in 2021) faces a mor...
ING Think
ING Think 15 October 2020
IMF World Economic Outlook: Looking beyond the pandemic for emerging markets
IMF World Economic Outlook: Looking beyond the pandemic for emerging markets
Macro Analysis / Brazil

Bolsonaro alters the dynamics of Brazil's renewable energy transition

Brazil's transition to renewable energy was expected to slow down when Jair Bolsonaro became the country's president in October 2018. While the growth in renewable capacity has declined under Bolsonaro, the run-rate (or monthly additions) in the past...
Tellimer Research Vahaj Ahmed
Vahaj Ahmed @ Tellimer Research 22 September 2020
Bolsonaro alters the dynamics of Brazil's renewable energy transition
Bolsonaro alters the dynamics of Brazil's renewable energy transition
Strategy Note / Global

EM digital payments infrastructure: Six companies spearheading the charge

We have previously highlighted the importance of payments infrastructure in accelerating e-commerce in emerging markets and the strong growth that some of these payment infrastructures companies are seeing. In 2020, the company targets solid revenue...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 17 September 2020
EM digital payments infrastructure: Six companies spearheading the charge
EM digital payments infrastructure: Six companies spearheading the charge
Macro Analysis / Brazil

Brazil: Fiscal and inflation risks escalate

Among the most notable developments over the past month in Brazil we include the strong evidence of a faster-than-expected post-pandemic economic recovery and, on the inflation front, concerns regarding the widening gap between producer and consumer...
ING Think
ING Think 14 September 2020
Brazil: Fiscal and inflation risks escalate
Brazil: Fiscal and inflation risks escalate
Macro Analysis / Global

LATAM FX Talking: FX gains amid tentative rise in risk appetite

This more constructive environment for LATAM FX would be justified as a catch-up to the sharp USD correction seen in recent months, the ongoing uptrend in commodity prices, growing evidence that the Covid-19 spread is subsiding throughout the region...
ING Think
ING Think 4 September 2020
LATAM FX Talking: FX gains amid tentative rise in risk appetite
LATAM FX Talking: FX gains amid tentative rise in risk appetite
Strategy Note / Global

Hydrocarbon 'Hail Mary': Turkey joins the club

Near the end of an American Football game when the offensive team is desperate it will attempt a long pass with potentially heroic consequences but, generally low probability of success - the ‘Hail Mary’ play. It is perhaps too cynical an observation...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 21 August 2020
Hydrocarbon 'Hail Mary': Turkey joins the club
Hydrocarbon 'Hail Mary': Turkey joins the club