Trump’s tariff moves have sparked volatility but eased pressure on local assets 04/30/2025 Brazilian investors who braved higher-risk assets since January—despite sky-high interest rates—now have reason to celebrate. The fallout from U.S. President Donald Trump’s sweeping tariff plan, which introduced fresh uncertainty to global markets, ended up easing pressure on Brazil’s real […]
Valor Econômico debates future of country and hindsights with special edition celebrating its 25-year anniversary 04/30/2025 — Photo: Pixabay Brazil grew close to 3% or more in the last four years, a considerable pace, but one the country is unable to sustain. Fiscal woes and nearly stagnated productivity, decades-long problems in the country, are holding back […]
Investments in food security, energy, and logistics expected to grow 04/29/2025 The United Arab Emirates hopes to finalize a trade agreement with Mercosur later this year, UAE Minister of State for International Cooperation Reem Al Hashimy said on Monday (28). While in Rio de Janeiro for the inaugural BRICS foreign ministers’ […]
China demand and energy transition drive sector growth despite price and tariff risks 04/29/2025 Brazil’s mining industry remains optimistic about the market outlook. The expectation is that Chinese demand for iron ore will remain resilient and that the sector can increasingly play a prominent role in the global economy, especially with […]
Companies expected to pay R$26 billion more in 2025 alone 04/29/2025 Brazilian companies will have to pay an additional R$126 billion in interest by 2030, following the rise in rates that began in 2024. The estimate comes from a study by A&M (Alvarez & Marsal) Performance, which analyzed 3,780 debt securities indexed to the Interbank […]
Infrastructure and mining sectors attract new wave of Chinese investment 04/28/2025 Chinese investors have returned to Brazil’s mergers and acquisitions scene after a few years of cooling interest in the country’s assets. Investment bankers say the focus remains largely on infrastructure—including logistics, energy, and mining—but interest is also emerging in technology, particularly […]
Recession fears loom larger for companies than tariff hikes, emerging consensus shows 04/25/2025 WEG, which makes electric motors and transformers at its plant in Jaraguá do Sul, Santa Catarina, gets 8% of revenue from exports to the U.S. — Photo: Rogerio Vieira/Valor More than the proposed 10% additional tariffs on Brazilian imports to the U.S., […]
Change to offset exemption of lowest bracket would make Brazilian system less regressive, but raise questions over double taxation from dividends 04/25/2025 Taxpayers with an average income ranging from R$750 million to R$1 billion annually pay only 1.49% in income tax on average, according to data from Brazil’s Federal Revenue Service obtained […]
Leading indicator IPCA-15 falls to 0.43% in April from 0.64% in March even as price increases became more widespread 04/25/2025 Rising prices have been a big complain among Brazilian consumers — Photo: José Cruz/Agência Brasil The Extended Consumer Price Index -15 (IPCA-15)–considered a preview of Brazil’s official inflation rate–rose 0.43% […]
At least four companies to conclude deals this week; others expected in May 04/22/2025 10:02 AM Updated um dia Neonergia Pernambuco, Mineração Morro do Ipê, Cirklo, and Autogeração Solar are finalizing issuances this week — Photo: Marcello Casal Jr/Agência Brasil/Arquivo Following the extended holiday weekend, at least four companies are set to conclude debenture offerings totaling […]