What do the recent political shifts in Brazil and Mexico mean for markets?
Brazil to the far-right, Mexico to the left. At first glance, this is the most evident political shift Latin (...) READ MORE
Mario's articles
Has Brazil beaten inflation?
Consumer inflation, measured by the benchmark IPCA index, ended 2018 at 3.75 percent. This was in line with analysts’ (...) READ MORE
How Brazil became the top stock market of 2018
The election of Jair Bolsonaro as Brazil’s president boosted the São Paulo stock market to unprecedented levels. Ibovespa, the (...) READ MORE
V, U, L or W: The shape of Brazil’s economic recovery
Back in 2015, when Brazil was already one year into an economic slowdown, a question started popping up among (...) READ MORE
What can Brazil learn from the Philippines?
President-elect Jair Bolsonaro is often referred to as the “Trump of the Tropics,” a comparison Mr. Bolsonaro fuels himself, (...) READ MORE
Which Brazil will Jair Bolsonaro inherit
When president-elect Jair Bolsonaro walks up the ramp to the Palácio do Planalto on January 1st, he will be facing (...) READ MORE
‘Bolsomania’ has boosted the markets. Can it do the same for the economy?
Brazilian markets are in a strong upward trend this October after polls indicated a comfortable lead for far-right hopeful (...) READ MORE
Why is Brazil so expensive?
Brazil is by no means a cheap place to live. Especially for those working for minimum wage, which currently (...) READ MORE
Employment and consumption: a roadmap to Brazil’s market
Brazil has overcome its worst recession in at least 30 years and has posted economic growth for the past (...) READ MORE
Is now the time to “buy Brazil”?
As the U.S. dollar continues to rise against emerging currencies, assets in countries such as Brazil have become much (...) READ MORE