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Brazil's MRV posts record sales despite housing sector slowdown

23 Jan

Exit of rivals from down-market niche should help boost market share.

Mexico modifies oil sell-off plans

16 Jan

Collapsing oil prices are delaying upcoming oil auctions and leading the government to scale back investment expectations.

Rates cut as growth slows in Peru

16 Jan

But new copper output and infrastructure spending should foster improvement in 2015.

In the latest report

22 January 2015

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Consumer

Brazil’s private educators still well placed

In spite of recent changes to the government’s student loan programme, falls in share prices and the signs of a slowdown in the sector, Brazil’s listed private education companies are still poised to register further revenue growth.

LatAm education spend under pressure

Economic weakness across the region and regulation in specific markets are dragging on education spend, as customers become increasingly cost-sensitive.

Resources and Trade

Mexico – price slump slows the oil rush

Following the sharp fall in oil prices, the Mexican government is delaying its auction process and has reduced its expectations for inward investment this year, though the hit to its finances should be manageable in the short term.

Finance

The pick of LatAm stocks for 2015

We spoke with fund managers to find out which stocks they think are set to outperform in a challenging economic environment for Latin America in 2015.

Infrastructure

Brazil – Petrobras scandal to drag on infrastructure

Penalties linked to Operation Car Wash may limit domestic construction companies’ access to capital. As such, they may find it difficult to compete in infrastructure auctions, which will likely drag on Brazil’s planned infrastructure build-out.

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