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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.

22 January 2015

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.

22 January 2015

Rates cut as growth slows in Peru

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

16 January 2015

4Q14 LatAm Confidential Brand Survey

Premium purchases continue to be under pressure.

14 January 2015

Brazil’s education companies face new pressure

The share prices of Brazil’s private education providers have been hit by changes to the student loan scheme, but the overall impact of these changes should be limited.

09 January 2015

Labour boost for Chilean retailers

Relief for supermarkets and shopping centres as government abandons plan to bar Sunday opening

07 January 2015

América Móvil benefits from reform uncertainties

The telecommunications conglomerate of Carlos Slim has outperformed the Mexican index over the past four weeks.

10 December 2014

Food retail adapting to weak growth

Downward pressure on consumers has driven an increase in popularity for smaller and low-cost outlets, but their growth also reflects a maturing food retail market and an increasingly diversified approach to shopping.

27 November 2014

Shopping mall prospects remain strong

In spite of a slowdown in development, the popularity of shopping malls is increasing and longer-term prospects are good.

30 October 2014

Reform drives M&A in Mexican telecoms

The groundwork is being laid for consolidation in the Mexican telecoms market, reinforcing our sense that July’s reforms will bring about greater competition.

26 September 2014

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