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709 results for “Politics

Brazil Sanitation Investment Hits Record R$29.1 Billion, Validating Private Concession Model
PoliticsAug 11

Brazil Sanitation Investment Hits Record R$29.1 Billion, Validating Private Concession Model

Brazil's sanitation sector saw R$29.1 billion in investment in 2024, its third consecutive record, confirming the commitment to the 2033 universalization goal.

Brazil Presidential Candidate Caiado Taps Market Veteran Armínio Fraga as Top Economic Advisor
PROPoliticsAug 11

Brazil Presidential Candidate Caiado Taps Market Veteran Armínio Fraga as Top Economic Advisor

PSD candidate Ronaldo Caiado named former Central Bank chief Armínio Fraga as his primary economic reference, signaling a pro-market reform agenda for Brazil.

China Joins Brazil's WTO Challenge Against US Tariffs Up to 37.5%
PROPoliticsAug 11

China Joins Brazil's WTO Challenge Against US Tariffs Up to 37.5%

Beijing officially joins consultations, citing commercial interest in Brazil's WTO case against US Section 301 tariffs.

JBS Tycoon Joesley Batista’s Diplomatic Role Signals Enduring Brazil Corporate-Political Nexus
PROPoliticsAug 10

JBS Tycoon Joesley Batista’s Diplomatic Role Signals Enduring Brazil Corporate-Political Nexus

The demonstrated influence of JBS co-owner Joesley Batista in US-Brazil diplomacy highlights corporate governance and ESG risks for investors.

Brazil Candidate's Amnesty Pledge Signals Heightened Political Risk
PROPoliticsAug 10

Brazil Candidate's Amnesty Pledge Signals Heightened Political Risk

Presidential candidate Ronaldo Caiado's promise of a broad amnesty for January 8 rioters introduces major institutional risk ahead of Brazil's 2026 election.

Bolsonaro Brand Adopted by Nearly 20 Candidates in Brazil’s General Election Push
PoliticsAug 10

Bolsonaro Brand Adopted by Nearly 20 Candidates in Brazil’s General Election Push

At least 17 candidates, mostly from the Liberal Party, have registered to use the 'Bolsonaro' name on ballots for Brazil's 2026 elections.

Brazil Presidential Contender Caiado Vows Day-One Amnesty and Hard Fiscal Overhaul
PROPoliticsAug 10

Brazil Presidential Contender Caiado Vows Day-One Amnesty and Hard Fiscal Overhaul

PSD candidate Ronaldo Caiado promised an amnesty bill for Jan 8 convicts alongside pro-market reforms including fiscal adjustment and privatizations.

Batista Brothers’ Political Comeback Signals Easing Regulatory Risk for JBS After NYSE Listing
PROPoliticsAug 09

Batista Brothers’ Political Comeback Signals Easing Regulatory Risk for JBS After NYSE Listing

JBS controllers Wesley and Joesley Batista have achieved full political and corporate rehabilitation, easing regulatory risk.

Presidential Candidate Caiado Promises Amnesty for Jan 8 Convicts, Raising Brazil’s Institutional Risk
PoliticsAug 09

Presidential Candidate Caiado Promises Amnesty for Jan 8 Convicts, Raising Brazil’s Institutional Risk

PSD candidate Ronaldo Caiado's pledge to grant amnesty to January 8 convicts introduces major political uncertainty.

Petrobras Director and CEO Escalate Standoff with Regulator over Brazil’s Natural Gas Competition Rules
PROPoliticsAug 09

Petrobras Director and CEO Escalate Standoff with Regulator over Brazil’s Natural Gas Competition Rules

Petrobras executives publicly rejected an ANP-proposed Gas Release program, warning the state-controlled firm may review investments.

Caiado Vows January 8th Amnesty as First Act if Elected President, Elevating Brazil Political Risk
PROPoliticsAug 09

Caiado Vows January 8th Amnesty as First Act if Elected President, Elevating Brazil Political Risk

PSD presidential candidate Ronaldo Caiado pledged to send an amnesty bill for Jan 8th convicts, injecting high risk into the 2026 election.

Petrobras Executive Says Regulator’s Gas Release Plan Will Not Cut Prices
PROPoliticsAug 09

Petrobras Executive Says Regulator’s Gas Release Plan Will Not Cut Prices

State-controlled oil giant Petrobras is publicly opposing a key regulatory plan aimed at reducing natural gas prices in Brazil.

Petrobras Expects China Crude Exports to Normalize After Sharp Q2 Volume Drop
PROPoliticsAug 09

Petrobras Expects China Crude Exports to Normalize After Sharp Q2 Volume Drop

State-controlled Petrobras projects a return to normal crude oil export volumes to China following a steep Q2 decline.

Federal Police Indicts Ex-Lula Appointee in R$6.3 Billion INSS Fraud Probe
PoliticsAug 07

Federal Police Indicts Ex-Lula Appointee in R$6.3 Billion INSS Fraud Probe

The indictment of former INSS President Alessandro Stefanutto for organized crime and corruption raises significant Brazil governance risk under the Lula administration.

Lula Reinforces Stance on Tech Regulation: 'Freedom of Expression Has Limits'
PROPoliticsAug 07

Lula Reinforces Stance on Tech Regulation: 'Freedom of Expression Has Limits'

President Lula's comments and the AGU's move to suspend Discord heightens regulatory risk for Big Tech in Brazil, reinforcing platform liability.

Former INSS President Stefanutto Indicted in R$6.3 Billion Fraud Probe, Raising Brazil Political Risk
PoliticsAug 07

Former INSS President Stefanutto Indicted in R$6.3 Billion Fraud Probe, Raising Brazil Political Risk

Federal Police indicted former INSS President Alessandro Stefanutto in the R$6.3 billion 'Operation Sem Desconto' social security fraud, increasing political and governance risk for investors.

Lula Says 'Freedom of Expression Has a Limit,' Signaling Heightened Regulatory Risk for Tech Platforms in Brazil
PoliticsAug 07

Lula Says 'Freedom of Expression Has a Limit,' Signaling Heightened Regulatory Risk for Tech Platforms in Brazil

President Lula's strong remarks on regulating social media, made while sanctioning a digital crimes law, increase regulatory uncertainty for tech firms in Brazil.

US Tariffs Trigger 5% Export Drop, Prompting R$18.5 Billion BNDES Rescue
PROPoliticsAug 07

US Tariffs Trigger 5% Export Drop, Prompting R$18.5 Billion BNDES Rescue

New US tariffs caused a $200M export drop in July, forcing Brasília to deploy a major R$18.5B financing package via BNDES.

US Tariff Hike Pushes Brazilian Exports to Historical Low, Accelerating Pivot to China
PoliticsAug 07

US Tariff Hike Pushes Brazilian Exports to Historical Low, Accelerating Pivot to China

Brazilian exports to the US fell 13% to US$17.4 billion in H1 2026 after new 25% tariffs, dropping the US share of Brazil's trade to a 29-year low.

US Tariffs Deepen Structural Headwind as Brazilian Exports to US Drop 12.2%
PROPoliticsAug 07

US Tariffs Deepen Structural Headwind as Brazilian Exports to US Drop 12.2%

Trade data shows US imports from Brazil fell 12.2% year-to-date, with the new 25% tariff targeting manufactured goods like WEG and pressuring the Real.

Brazil Hydro Curbs Signal Higher Energy Costs, Renewed Inflation Pressure
PROPoliticsAug 07

Brazil Hydro Curbs Signal Higher Energy Costs, Renewed Inflation Pressure

CMSE ordered hydro discharge cuts to preserve reservoirs against El Niño, signaling reliance on expensive thermal plants and raising industrial energy costs.

Lula’s ‘Freedom Has Limits’ Rhetoric Heightens Regulatory Risk for Meta, Google in Brazil
PROPoliticsAug 07

Lula’s ‘Freedom Has Limits’ Rhetoric Heightens Regulatory Risk for Meta, Google in Brazil

President Lula's latest remarks linking free speech to a crackdown on online crime signals the administration's firm intent to advance digital platform regulation.

Brazil’s Export Map Reorients as US Tariffs Drive Trade Diversion to Asia, EU
PROPoliticsAug 07

Brazil’s Export Map Reorients as US Tariffs Drive Trade Diversion to Asia, EU

One year after the US 'tarifaço,' Brazilian exporters are successfully pivoting to Asian and European markets, reshaping trade flows.

Brazil’s New VAT Rate Could Hit 28%, Highest in OECD
PROPoliticsAug 06

Brazil’s New VAT Rate Could Hit 28%, Highest in OECD

Brazil's dual VAT rate under the PEC 45/2019 tax reform is projected to reach 28%, threatening consumer-facing sectors and driving up services costs.

Brazil’s Estimated 27.91% Consumption Tax Rate Signals World High, Pressuring Government to Cut Exemptions
PROPoliticsAug 06

Brazil’s Estimated 27.91% Consumption Tax Rate Signals World High, Pressuring Government to Cut Exemptions

Brazil's new estimated Dual-IVA rate of 27.91% exceeds the 26.5% soft cap, creating pressure on consumer stocks and mandating a new proposal to Congress.

Lula Launches R$18.5 Billion BNDES Credit Line to Shield Key Exporters from US Tariffs and Geopolitical Risk
PROPoliticsAug 06

Lula Launches R$18.5 Billion BNDES Credit Line to Shield Key Exporters from US Tariffs and Geopolitical Risk

Brazil’s government announced the R$18.5 billion Plano Brasil Soberano 3, offering state-backed credit to strategic sectors hit by US tariffs.

Lula Creates Council to Fast-Track R$18.5 Billion BNDES Credit for Tariff-Hit Industries
PROPoliticsAug 06

Lula Creates Council to Fast-Track R$18.5 Billion BNDES Credit for Tariff-Hit Industries

President Lula established a new council to expedite R$18.5 billion in subsidized BNDES financing for sectors including steel and auto, facing US tariffs.

Political Logjam on Fiscal Adjustment Curbs Central Bank’s Scope for Deeper Selic Rate Cuts
PROPoliticsAug 06

Political Logjam on Fiscal Adjustment Curbs Central Bank’s Scope for Deeper Selic Rate Cuts

The Copom’s fourth consecutive 25-bps cut to 14.00% is overshadowed by political failure to deliver a credible fiscal adjustment.

Lula Attacks Fiscal Cap, Brands Market as 'Faria Lima Captor,' Fueling Fiscal Uncertainty
PoliticsAug 06

Lula Attacks Fiscal Cap, Brands Market as 'Faria Lima Captor,' Fueling Fiscal Uncertainty

President Lula's comments criticizing fiscal rules and the financial market sent mixed signals, heightening political risk despite a Selic rate cut.

US Revokes Brazilian Ambassador's Visa, Escalating Diplomatic Crisis Ahead of October Election
PoliticsAug 05

US Revokes Brazilian Ambassador's Visa, Escalating Diplomatic Crisis Ahead of October Election

US visa revocation for Ambassador Viotti formalizes diplomatic rift with Lula's government, adding political risk to the Real and Brazilian ADRs.