Month: November 2026

Investing in Brazil

The General of the “Lula Army”: Genius of the Feed or Architect of Falsehood?

André Janones has become the most polarizing figure of Brazil’s 2026 campaign. His admirers and his accusers agree on one thing: he was effective.

Seatrium

One Country, Sixty Percent: How Singapore’s Seatrium Became a Brazilian Company in All but Name

Singapore’s Seatrium earns more than 60% of its revenue in Brazil, with three shipyards and a close partnership with Petrobras. Here is how the bet is paying off, and what it risks.

The Bank That Took Down a President

Ueno Bank froze nearly 3 million accounts and brought down Paraguay’s president within days. Brazil’s Banco Master scandal is far slower. Did Paraguay handle its crisis better?

Erdogan Experiment Brazil

Brazil and Turkey: What Turkey’s Low-Interest Gamble Teaches Lula

Between 2021 and 2023, Turkey cut rates while inflation soared, and paid dearly. With a proposal to lower the Selic debated in Brazil, what does the Turkish precedent really teach?

Lara Rezende

Lula’s Dilemma: Cut Interest Rates Nearly in Half or Hold the Dollar?

A proposal by André Lara Resende to take the Selic from 13.75% to 7.5% has reached Lula’s radar. Here are the arguments of those who want cheaper debt and the warnings of those who fear pressure on the dollar.

Beautiful South Brazil

Can the South Break Away?

After Lula’s reelection, an old separatist idea is trending in southern Brazil. Who is behind it, what are the arguments, and why the Constitution makes a break-up all but impossible.

Lula reelected

Black Monday and the Long Week After

After Lula’s reelection, the Ibovespa fell 18.12% in a week, its worst since March 2020. Here is what investors hope for and what they fear.