Analysis of Key Sectors of Brazil: Healthcare & Pharmaceuticals, Infrastructure, Retail, Tourism, and Banking & Finance (2017 - 2022)

When the global economic crisis hit in the 2008-09, having no more than a moderate impact on the Brazilian economy, erstwhile President Luiz In?cio Lula da Silva of Worker?s Party having won the Presidential election in his 3rd attempt felt inclined to alienate himself from free trade and an open market associated with globalization. In 2010, in the face of increased state spending, the GDP reached the next highest of about 9.3% in the first quarter of 2010. In 2011, under the determined leadership of Dilma Rousseff assumed office, the Brazilian government?s will to protect against cons of globalization morphed into a preference for the Capitalism model of growth. This developmentalism form of government increased inflation while prices of key utilities affecting the inflation index, like food, oil, and electricity were capped. Moreover, tax breaks for preferred sectors were granted, while the Petrobras scandal involving politicians and well over US$2 billion in siphoned money raged on.

The deceleration in China?s economy combined with speculations of a hike in USA?s interest rates has inspired austerity, which has exacerbated the conditions in Brazil. The rate of joblessness is increasing while the country has little social security for those who have been laid off in response to closing manufacturing units. The Real lost against the dollar, making imports costlier. Over the past year, nearly 0.5% of the GDP, or about US$27.3 billion had been racked up in deficits. Brazil?s GDP, once growing YoY at 10.10% in 1995, is now contracting at 0.20% YoY from existing US$2.3 trillion. Inflation is worryingly high at 8.13%. The question that pulsed in everybody?s minds: What can be done about this?

The answer came in the form of economic reforms spear headed by Joaquim Levy, Chicago-educated Brazilian Finance Minister, who painstakingly convinced senators that austerity is the only way to remedy the deep running issues and to avoid losing the investment grade. Interest rate has been hiked to a record 13.25%, highest in 6 years to reflect investment friendly sentiments. Tax breaks for preferred industries, as well as subsidies on fuel have been removed.

Attempts are being made to achieve normalcy again. Aiming at the primary fiscal surplus target of 1.2% of the GDP within the year, Mr Levy remains positive about taking it to 2% gradually. Real gained against the dollar in response to tightening of fiscal measures. Petrobras regained its lost grace and led the surge in the stock market, while also signing a deal of US$3.5 billion with China. Investors should expect better corporate governance in return from this: not a bad gain for long term investors in one of the largest economies of the world.

Brazil is the 6th most populated country in the world. Its consumer market is set to overtake that of France and UK by 2020, becoming the 5th largest in the world. Its middle class is 100 million strong and rising, with a GDP per capita increasing from the current US$11,208. The dismal income inequality gap has been steadily closing. In view of the recent fiscal tightening measures, a short term slump can only be followed by prosperity in the long term.


Infrastructure will drive Brazil?s growth, on the back of US$850 billion in state allocated as well PPP generated funds to be used on transport (road, rail and ports overhaul) and energy infrastructure, construction driven by the upcoming Olympics. An expanding middle class, especially in Brazil?s interior cities, with the country?s disposable incomes rising at 14% between 2001 and 2011, will fuel a rising retail sector, especially in the Franchising area despite a currently contracting retail market. Pharmaceuticals growth has decelerated from double digits, but may well continue at a solid 7 to 9% annually. Tourism will experience growth from the regional and international markets, and the famous regulatory frameworks in place in the Brazilian finance market will bound back.


A slowing economy reflected in tighter purse strings, depreciating real, high level of corruption and bureaucracy the government seems entrenched in make for macroeconomic constraints. Moreover, Government protectionism and intervention in key infrastructure projects discourages investors, while some which are already approved are being halted on grounds of corruption and lack of funds.

What the report offers

The study identifies the situation of Brazil and predicts the growth of its Key Sectors. Report talks about growth, market trends, progress, challenges, opportunities, government regulations, technologies in use, growth forecast, major companies, upcoming companies and projects etc. in the Key Sectors sector of Brazil. In addition to it, the report also talks about economic conditions of and future forecast of its current economic scenario and effect of its current policy changes in to its economy, reasons and implications on the growth of this sector. Lastly, the report is segmented by various forms of Key Sectors available in the country.

1. Introduction

1.1 Report Description

1.2 Research methodology

1.3 Definition of the Market

1.4 Areas covered

2. Executive Summary

3. Key Findings of the Study

4. Market Overview

5. Introduction

6. Economic Indicators

6.1 GDP

6.2 GDP Growth

6.3 Inflation rate

6.4 Interest Rate

6.5 Unemployment Rate

6.6 Fiscal Deficit

6.7 Current Account Deficit

7. Market Segmentation

8. Investment Opportunities

9. Market Dynamics

10. Healthcare & Pharmaceuticals

10.1 Drivers

10.1.1 Growing Middle Class with Higher Purchasing Power

10.1.2 Ageing Population

10.1.3 Healthcare Becomes National Priority

10.2 Restraints

10.2.1 Limited Market Infrastructure outside of South East

10.2.2 High Taxes

10.2.3 Protectionism

10.2.4 Limited Talent Pool

10.3 Opportunities

10.3.1 Retail Market

10.3.2 Private Institutions

10.3.3 E-Health

10.3.4 E-Commerce

11. Infrastructure

11.1 Drivers

11.1.1 Rise in Private Public Partnership

11.1.2 Transport Concession Infrastructure Encouraged

11.1.3 Government Spending Targets

11.2 Restraints

11.2.1 Suspension/Scrapping of Some Projects

11.2.2 Bureaucracy

11.2.3 Corruption

11.2.4 Government Intervention

11.2.5 Constitutes Low Proportion of GDP Spend

11.3 Opportunities

11.3.1 High Speed Railways Investments by Government

11.3.2 2016 Olympics

11.3.3 Privatization of Airports

11.3.4 Housing Investment (Minha Casa Minha Vida )

11.3.5 Accelerated Growth Plan (PAC)

12. Retail

12.1 Drivers

12.1.1 Growing Middle Class with Higher Purchasing Power

12.1.2 Competitiveness

12.1.3 Advanced Technologies

12.1.4 Changing Consumer Trends

12.1.5 Economic Growth

12.2 Restraints

12.2.1 Recession Gives Rise to Spending Cuts

12.2.2 Government Health Discourages Investment

12.2.3 Slow Economic Growth

12.2.4 Introduction of GST

12.2.5 High household debts

12.3 Opportunities

12.3.1 Development Opportunities and Market Potential in Interior Cities

12.3.2 Leveraging Superior Franchising Knowhow

12.3.3 Non Commodity Exports

13. Tourism

13.1 Drivers

13.1.1 Weaker Exchange Rate

13.1.2 Sao Paulo's Metro System

13.1.3 Leasure and Entertainment

13.1.4 Urbanization

13.1.5 On Arrival Visa facility to most of the countries

13.1.6 Olympics 2016

13.2 Restraints

13.2.1 Transport (Road, Rail, Air) Infrastructural Deficits

13.2.2 Inadequate Number of Hotels

13.2.3 Domestic Tourism Declines

13.2.4 High Fares

13.3 Opportunities

13.3.1 Olympics inspired International Tourism

13.3.2 Broker/Advisor

13.3.3 Travel Agents

13.3.4 Resorts/Hotels

14. Banking & Finance

14.1 Drivers

14.1.1 Skilled Labours

14.1.2 Increasing Banking Needs

14.1.3 People Tend to Save Money

14.1.4 Investments

14.1.5 Growing Secondary Market

14.2 Restraints

14.2.1 Low Interest Rates

14.2.2 High Non Performing Assets

14.2.3 Closed Stock Market for Foreigners

14.3 Opportunities

14.3.1 Broker in Stock Exchange

14.3.2 Demat Services

14.3.3 Merchant Banking/Investment Banker

15. Industry Value Chain Analysis

16. Industry Attractiveness ? Porter?s 5 Force Analysis

17. Industry Policies

18. Healthcare & Pharmaceuticals

18.1 Summary

18.2 Key Findings

18.3 Pharmaceutical Market

18.3.1 Key Findings

18.3.2 Production

18.3.3 Sales

18.3.4 Consumption pattern

18.3.5 Exports

18.3.6 Imports

18.3.7 Prices

18.4 Medical Equipments Market

18.4.1 Key Findings

18.4.2 Production

18.4.3 Sales

18.4.4 Consumption pattern

18.4.5 Exports

18.4.6 Imports

18.4.7 Prices

18.5 Healthcare IT Market

18.5.1 Key Findings

18.5.2 Production

18.5.3 Sales

18.5.4 Consumption pattern

18.5.5 Exports

18.5.6 Imports

18.5.7 Prices

18.6 Major Companies

18.7 Prices

18.8 Market demand to 2020.

19. Infrastructure Market

19.1 Summary

19.2 Key Findings

19.3 Sales

19.4 Consumption pattern

19.5 Exports

19.6 Imports

19.7 Prices

19.8 Major Companies

19.9 Commercial Construction

19.9.1 Statistics

19.9.2 Key Findings

19.9.3 Major Companies

19.9.4 Projects

19.9.5 Upcoming Projects

19.10 Industrial Construction

19.10.1 Statistics

19.10.2 Key Findings

19.10.3 Major Companies

19.10.4 Projects

19.10.5 Upcoming Projects

19.11 Infrastructure Construction

19.11.1 Statistics

19.11.2 Key Findings

19.11.3 Major Companies

19.11.4 Projects

19.11.5 Upcoming Projects

19.12 Institutional Construction

19.12.1 Statistics

19.12.2 Key Findings

19.12.3 Major Companies

19.12.4 Projects

19.12.5 Upcoming Projects

19.13 Residential Construction

19.13.1 Statistics

19.13.2 Key Findings

19.13.3 Major Companies

19.13.4 Projects

19.13.5 Upcoming Projects

19.14 Market demand to 2020

20. Retail Market

20.1 Summary

20.2 Food Products

20.2.1 Key Findings

20.2.2 Sales

20.2.3 Consumption pattern

20.2.4 Exports

20.2.5 Imports

20.2.6 Prices

20.3 Non-food Products

20.3.1 Key Findings

20.3.2 Sales

20.3.3 Consumption pattern

20.3.4 Exports

20.3.5 Imports

20.3.6 Prices

20.4 Major Companies

20.5 Prices

20.6 Market demand to 2020.

21. Tourism Market

21.1 Summary

21.2 Key Findings

21.3 Tourists (Country Wise)

21.4 Major Locations

21.5 Major Companies

21.6 Market demand to 2020.

22. Banking and Finance Market

22.1 Summary

22.2 Key Findings

22.3 Banking System

22.3.1 Key Findings

22.3.2 Government Regulations

22.3.3 Banking Sector Performance

22.3.4 Index Performance

22.3.5 Major Banks

22.3.6 Net Demand and Time Liability (NDTL)

22.3.7 Non Performance Assets (NPA) Trends

22.3.8 Priority Sector Lending Trends

22.4 Financial System

22.4.1 Stock Market Key Findings Major Players Major Companies Government Regulations Index and Its Performance Market Volatility Foreign Investment

22.4.2 Commodity Market Key Findings Major Commodities Major Companies Government Regulations Market Volatility Foreign Investment

22.4.3 Mutual Funds Key Findings Major Commodities Major Trends

22.4.4 Insurance Key Findings Major Commodities Major Trends

22.4.5 Market demand to 2020.

23. BioFuel Market

23.1 Summary

23.2 Key Findings

23.3 First Generation Fuels

23.4 Second Generation Fuels

23.4.1 Key Findings

23.4.2 Sales

23.4.3 Consumption pattern

23.4.4 Exports

23.4.5 Imports

23.4.6 Prices

23.4.7 Market demand to 2020.

23.5 Third Generation Fuels (Bio Diesel)

23.5.1 Key Findings

23.5.2 Sales

23.5.3 Consumption pattern

23.5.4 Exports

23.5.5 Imports

23.5.6 Prices

23.5.7 Market demand to 2020.

24. Competitive Landscape

24.1 Existing Companies

24.2 Upcoming Companies and Projects

25. List of Figures

26. List of Tables

27. Abbreviations

28. Works Cited


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