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Latest articles in Brazil

Brazil: Analysts continue to raise tightening forecast for 2021 on high inflation

Next MPC meeting: Aug 4, 2021. Current policy rate: 4.25%. EmergingMarketWatch forecast: 75-bp hike (to 5.00%).
EmergingMarketWatch Research
Research Team @ EmergingMarketWatch 21 July 2021

5 of the fastest growing EM banks; lessons for the industry

An emphasis on digital business models is allowing these franchises to efficiently service their fast-growing client bases. Cross-selling additional products is an effective way to improve the return on customer-acquisition costs. Gojek took a 22% st...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 18 July 2021
5 of the fastest growing EM banks; lessons for the industry
5 of the fastest growing EM banks; lessons for the industry

Brazil: Analysts raise forecast scale of tightening for 2021-2022 on inflation pressure

Next MPC meeting: Aug 4, 2021. Current policy rate: 4.25%. EmergingMarketWatch forecast: 75-bp hike (to 5.00%).
EmergingMarketWatch Research
Research Team @ EmergingMarketWatch 14 July 2021

Brazil: Analysts continue to see 75-bp rate hike in Aug, again raise inflation forecast

Next MPC meeting: Aug 4, 2021. Current policy rate: 4.25%. EmergingMarketWatch forecast: 75-bp hike (to 5.00%).
EmergingMarketWatch Research
Research Team @ EmergingMarketWatch 7 July 2021

Brazil: Lula's lead over Bolsonaro widens

Opinion poll ratings have moved sharply against incumbent President Bolsonaro in the past month. Bolsonaro's net disapproval rating is 23% (3pp worse than a month earlier) and the lead of Luiz Inacio Lula da Silva, the likely main opposition candidat...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 28 June 2021
Brazil: Lula's lead over Bolsonaro widens
Brazil: Lula's lead over Bolsonaro widens

EEMEA Sector Flash - Russian corporates: Relative-value trade ideas

In this report, we focus on the relative value analysis and also share our forecasts for year-end 2021 net leverage. We are constructive on the Russian credit in our coverage and prefer IG and strong double-B. Most Russian companies in our coverage a...
UniCredit Sergey
Sergey Bolshakov @ UniCredit 25 June 2021