Entries by Gelcy Bueno
COPOM urges caution while markets price in more rate cuts
Brazil’s Monetary Policy Committee leaves room to speed up easing, while a pause looks less likely unless war triggers broader market stress 03/25/2026 The minutes of the Central Bank of Brazil’s latest Monetary Policy Committee, or COPOM, meeting reinforced the market’s view that the country remains in an easing cycle. By Tuesday (24), […]
China eyes Brazil rail and ports, warns on taxes
Brazilian government says expanding transport infrastructure is a priority and that it is working to improve legal certainty and unlock private investment 03/25/2026 China Summit: Panel discusses opportunities in logistics and infrastructure — Photo: Heka Produciones/Valor China sees major investment opportunities in Brazil’s rail and port infrastructure, but the complexity of the […]
Yardeni sees global stocks falling as much as 15% if war drags on
Yardeni Research chief says prolonged conflict could trigger deeper selloff, though he still finds opportunities in Brazil and other emerging markets 03/24/2026 Despite risk aversion in global markets caused by the war in the Middle East, New York stocks have shown resilience and are still trading close to their record highs. Still, economist […]
The present and future of the Brazil-China relationship
Valor brings together officials and business leaders in Shanghai to discuss business prospects 03/24/2026 Summit Valor Econômico Brazil-China 2026 in Shanghai: present and future of economic relations between Brazil and China will be in the spotlight — Photo: Pixabay The present and future of economic relations between Brazil and China will be […]
Brazil weighs R$15bn package for sectors hit by tariffs and war
Credit line is part of broader effort to cushion impact on fuel prices and exposed industries 03/24/2026 The government is preparing a provisional presidential decree to launch “Brazil Sovereign Plan 2,” and under the scenario now being considered, it is studying a R$15 billion credit line to support sectors affected by new U.S. tariffs and […]
Workweek reform can have mixed results for companies
Debaters believe the effects would be more negative for labor-intensive sectors and for smaller businesses 03/23/2026 The prospect of ending the six-day workweek as discussed in Congress could have different impacts on Brazilian companies. The effects could be more negative for labor-intensive sectors, such as commerce and services in general, but also […]
Hotel chains expand into Brazil’s agribusiness cities
Growth in farming regions is driving hotel development across Brazil, with international operators targeting secondary markets, new demand hubs 03/23/2026 The strength of Brazil’s agribusiness sector, which has fueled broad economic growth in countryside cities, has supported the hotel industry’s expansion in recent years. Cities in the Central-West, South, and Southeast that once had limited […]
Special pensions expand in Brazil, bucking global trend
Benefit covering rural workers and teachers makes up 40% of scheduled retirements, in a pattern with no parallel in the OECD 03/23/2026 National Institute of Social Security (INSS) app — Photo: Divulgação Special pensions granted to rural workers, teachers, and people exposed to harmful agents accounted for nearly 40% of so-called scheduled […]
A scandal that turns against the system itself
Allies at the center of the Banco Master probe align their legal strategies, signaling a joint offensive against political, judicial, and regulatory institutions 03/17/2026 José Luis de Oliveira Lima had already been representing Daniel Vorcaro in other criminal cases. On Friday, he took on another—the Master case. It was Vorcaro who recommended the lawyer to João […]