Brazil’s Long Game: Morgan Stanley’s Case for a 20–30 Year Industrial Strategy
Brazil, says Morgan Stanley’s Renato Grandmont, is underperforming its potential because it lacks one thing markets can’t supply
October 3, 2025Section
Politics – Brazil
Who Touched Brazil’s Pension Checks? CONTAG’s Finances, PT Proximity, and an Oversight Test
Brazil’s largest rural workers’ confederation, CONTAG, is under investigation after the country’s financial-intelligence
October 3, 2025
Brazil’s Parliament Backs Big Tax Cut For Workers—And A Floor For The Very Rich
Brazil just did something rare in politics: everyone agreed. The Chamber of Deputies voted 493–0 to lift millions of workers...
October 2, 2025
Brazil’s High-Rate Standoff Meets a Softer Fed: UBS Sees Six Pivotal Months
Brazil heads into October with an unusual split: its central bank is holding the Selic at 15.00%, one of the...
October 1, 2025
Brazil’s Second Tax Reform Bill Clears The Senate—And Reveals The Real Fight Over Who Gets What
Brazil's second tax reform bill clears the Senate, revealing the real fight over who gets taxed and who gets exempted....
October 1, 2025
Brazil–Colombia Auto Truce Ends. Prices Rise. The Region Blinks.
For eight years, Brazil could sell up to 50,000 cars a year to Colombia without paying import duty. That quota...
October 1, 2025
Brazil’s Deficit Shrinks, But Fiscal Strains Cast Long Shadow
Brazil has managed to narrow its public sector deficit this year, but the relief is tempered by warning signs that...
September 30, 2025
Brazil’s State Firms Hit a Record Cash Gap — And What That Really Means
Brazil’s state-owned companies just posted their worst January–August cash result since records began in 2002: a R$5.6 billion
September 30, 2025
Brazil’s Renewable Glut Opens the Door to Crypto Mining Opportunities
Brazil, long known for its vast hydroelectric dams and booming wind and solar parks, now faces a paradox: it produces...
September 30, 2025