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Dilma's poll ratings dip

18 Jul

But the first post-World Cup poll suggests a second term is still likely.

Brazilian agro groups scale back plans in soya

17 Jul

Falling prices prompt a shift in strategy.

Mexican transport investment plans advance

10 Jul

Government investment will be positive for growth in 2H14, but attracting private funds remains a challenge.

In the latest report

24 July 2014

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Consumer

Consumers looking to economise as growth slows

Our survey shows that with economic growth under pressure, many Latin Americans are opting for economy at the expense of quality.

Resources and Trade

Vale well set to weather price weakness

Iron ore prices are set to remain weak for the foreseeable future, but Brazilian mining giant Vale is well set to weather the storm, given falling costs, improving average ore grades and ample liquidity, though regulatory risks remain.

Finance

Relatively high returns support LatAm debt markets

Low interest rates in developed markets have driven investment back into LatAm debt markets, and we expect more funds to flow into these countries as investors shrug off the Argentine debt ruling.

Infrastructure

Mexico’s infrastructure build-out gains momentum

After some delay, there are signs that President Enrique Peña Nieto’s big plans for transport are moving forward.

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