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31 January 2013

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Consumer Survey

Introducing our brand tracker – monthly insight into consumer intentions

Our proprietary data shows the shift in consumer preferences for cars, shampoo, electronics and other products. Here we outline the markets we cover, along with the first results from 2013.

Business

Language schools – taking up a new class

Private chains are adapting their business models to attract the new consumer class. Expanding outside the south-east and into online courses may be key.

Ambev – where to next?

By launching a chain of bars, the brewer has again demonstrated its knack for innovation. Yet the days of spectacular expansion may be coming to an end, and the company's appeal may lie in becoming what electricity companies once were – a stable source of dividends.

Bulls and Bears

Forecasters see weak momentum

Growth forecasts continue to decline, with uncertainty as to whether the exchange rate will become a more active part of policy

Agenda: 4Q earnings season; January inflation; Carnival

Several significant data points are expected ahead of the Carnival holiday.

Best of local comment

The start of Dilma's 2014 campaign?

Local commentators have debated the significance of a televised address by President Dilma Rousseff, in which she defended the government's record on electricity tariffs and belittled opponents.

Tough time for telecoms

The sacking of Oi’s chief executive has triggered a debate about the sector’s profitability.

Resources

A year of Graças Foster at Petrobras: some positive signs

Despite poor results, industry executives still believe that benefits will flow from the reshaping of oil company. Suppliers are feeling increasingly squeezed.

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