To recap from our last post on the Brazilian healthcare system, the country witnessed 6.5% (CAGR) growth in total spending on healthcare between 2003 and 2014, only to see spending contract by a forecasted -2.9% (CAGR) during the 2015-2016 period.…
Two weeks in São Paulo (Brazil) and conversations with over 50 multinational executives have shown me that while the economic recession in Brazil has indeed been tough for companies doing business there, revenue and profitability growth were not out of…
Brazil’s healthcare system is at an inflection point. After growing by an average of 7.5% (in real local currency terms) between 2003 and 2014, FSG forecasts that Brazil’s healthcare spending contracted on average by -2.5% between 2015 and 2016. This…
Despite President Michel Temer’s growing challenges regarding the ever-present threat of the Lava-Jato corruption scandal, Brazil’s much lauded fiscal adjustment continues to progress. Having passed legislation creating a federal spending ceiling in December, Temer now has his sights set on…
Following the demise of Fidel Castro, there have been wide expectations in the business community around the possible acceleration of the liberalization of the Cuban economy, and the ultimate end of the US embargo. To this respect, FSG recently published…
Following a multi-year downturn in global oil and gas prices and a subsequent sharp reduction in investment in oil production in Brazil, the local oil and gas market is beginning to show signs of life. Since April, oil production in…
FSG recently held its semiannual executive breakfast in São Paulo. In attendance were a wide array of regional executives and country managers from 26 leading multinationals. The focus of the conversation was around the extended political questions that continue to…