Insights

Expert analysis on trends, outlooks, and scenarios in your market and industry.

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While Bolsonaro has yet to publicly acknowledge the outcome, support appears limited for challenging the election […]
Despite Lula’s strong showing in the first round, polling significantly underestimated Bolsonaro’s level of support After […]
Short-term inflation relief continues to be an effect of government efforts to bring energy prices down […]
Breaching the spending cap could threaten the country’s credit profile and long-term inflation targets Lower commitment […]
During the remainder of 2022, clients should expect to see inflation, rising cost of credit, and […]
Pakistan Central Bank's liquid foreign reserves and Pakistan's external public debt
Partnership could create bridges in Congress but is unlikely to be a deciding factor in the […]
War in Ukraine will complicate Brazil’s already-challenging operating environment MNCs will see significant challenges navigating the […]
Brazilian City Scape
Firms should not expect tax cuts—or other measures that reduce public revenue to cheapen the cost […]
The current COVID wave is likely to be short-lived but will impact mobility and service demand […]
Brazilian City Scape
Target opportunities in areas that saw budget expansion MNCs should monitor budget performance closely to anticipate […]
Sao Paulo Brazil, Skyline
Firms should continue to align with their local partners in terms of the supply chain, as […]
The delay in the payment of precatórios has been seen with mistrust by the financial market, […]
Sao Paulo Brazil, Skyline
Heightened concerns regarding Brazil’s commitment to its fiscal debt should worry some investors about Brazil’s fiscal […]
After more than two years of delays, Brazil’s Board of Directors of the National Telecommunications Agency […]