Below is a comprehensive list on macro economical presentations on the Brazilian Economy, in chronolical order. If you have any presentations which you think should befeatured here, please send them to us.
2010, May 5 :
Margan Stenley Blue Paper on Brazilian Infrastructure
We believe Brazil will rise to the occasion and, over time, achieve our base case of infrastructure spending at 4% of GDP. Scheduled projects include: 2014 World Cup, 2016 Olympics, pre-salt oil reserves, and government-backed Growth Acceleration Program.
Read the full report here
2010, April 9 :
IDB:
Excellent 234 page report on “Multi Latinas”, agressive Latin American companies that are a byproduct of the market liberalization that swept Latin American economies in the 1990s. Their broadening reach through the United States and the rest of the world which has been simmering below the surface for years is beginning to turn heads.
2010, March 29 :
Wall Street Journal:
For Brazil it’s finally tomorrow.
Read the article here.
2010, January :
FGV:
January update on the Brazilian Economy. Extensive update on the state of the Brazilian Economy by the Getulia Vargas Foundation.
Download presentation here.
2009, November:
The Economist:
A special report on Business and finance in Brazil. Excellent 15 page special report on the status of the Brazilian economy.
Download the report here.
2009, October :
OECD:
Competitiveness index of Brazil. Excellent thorough presentation on the state of the Brazilian Economy.
Download presentation here.
2009, September 29th :
Meryll Lynch & Bank of America:
Report: FX focus: the world at a glance. Worldwide Exchange rate forecasts, including on the Brazilian Real.
Download report here.
2009, August 26th :
Minister Guido Mantega:
Presentation: Panorama da Economia Brasileira. Excellent thorough presentation on the state of the Brazilian Economy.
Download presentation here.
2009, July 16th:
Trends Magazine:
Article explaining the fundaments of the performance of the Bovespa. The article refers to the latest IMF (upgraded, contrary to the US and EU where growth for 2009 and 2010 was further downgraded) growth figures for Brazil: -1,3% in 2009 and 2,5% in 2010. Many believe though Brazil will outperform these numbers.
2009, June 11th:
Governo do Estado RJ:
Presentation: Detailed presentation on the new Linha 3 metro line which will connect Niteroi to Rio de Janeiro downtown in 5 minutes. From the Carioca metro station you will be able to connect to the Praca Nossa Senhora da Paz in Ipanema in a 15 minute metro ride.
The Vinlanda project Inga Imperial is located in Niteroi.
Download presentation here.
2009, June 10th:
Stratfor:
Report: Brazil is remarkable well-positioned to handle the crisis as a result of its prudent policies and capital accumulation.
Download report here.
2009, May 30th:
IMD:
Report: Country stress test: which countries are better equipped to fare through the crisis and improve their competitiveness in the near future. In other words, the test is future oriented – it focuses on exposure, readiness and resilience in a period of world recession. Brazil scores consistently better than Belgium, South Africa and most European countries. It especially scores much better on the parameters “business” and “society”.
Download report here.
2009, April 13th:
Tesouro Nacional do Brasil:
Presentation: Excellent 40 page presentation on the Brazilian macro economical condition, including Q1 2009 figures. A must-read.
Download presentation here.
