Marina offers safe haven to Eduardo Campos

Buckle up tight. The alliance between Eduardo Campos and Marina Silva may just raise the game at next year’s Brazilian elections but there are so many ifs and buts on the way that a return ticket on the Titanic might seem a safer bet.

Will they be able to coin an ideologically coherent platform together that can be both pro business and pro green? Brazil’s environmental licensing is seen as profoundly anti-business already.

Can that program be ‘sold’ as a convincing counterweight to the policies of the PT? There is already some hopeful signs of an adoption of orthodox policies here.

How will they overcome their enormous time disadvantages in Brazil’s media?

How will they keep their (highly diffuse) members on board and divvy up the pork?

And will more popular Marina accept the vice role to yield the presidential role to the heftier Campos?

Accusation are already flying that the only thing that unites the alliance is their hatred for Rousseff and that they will fall apart as the necessary, messy compromises take their toll on their united front. Let’s hope they can stay the course and give the PT a well-needed run for their money.

About admin

I've been researching and writing on Brazilian financial markets, industry and economy since 2006 for a wide range of specialist media, consultancies and investors. Before that I spent over 10 years in London and New York writing for and editing magazines and journals dedicated to finance, investment and economics in developing markets, mostly for the Euromoney Institutional Investor group and Thomson Financial. Areas of coverage Below are samples of areas that I cover and some of the common themes that I investigate. Capital markets BM&FBovespa markets *capital raising trends: via equities (IPOs and secondary issuance), debt and loans *the asset management industry: legislation and coverage of the key hedge, pension and investment funds * corporate governance: how the regulator is seeking to strengthen best practice and limitations * debt markets: the nascent corporate markets, attempts to boost liquidity and new insturments. * private equity market: why this market has been so successful, who’s involved. *electronic, high frequency trading and alternative trading platforms: what does the future hold? Banking *credit: the growth of consumer and business credit and competition between banks and models *Public versus private: the role and market share of public and private sector banks and the politicization of the industry * internationalization: which Brazilian banks are expanding overseas and where * investment banking: the growth of the domestic market and who’s winning which mandates *regional banks and development banks: what role they play in the industry and how they compete Mining *licensing: the complex process of obtaining environmental, water, land and operating licenses at a state and federal level. * capacity: the feasibility and sustainability of capacity increases * financing: how miners are raising finance in Brazil and abroad *competition: the interplay Vale, MMX and junior miners *logistics: rail, road and port connections Oil and gas: the fund raising issues related to the massive of pre-salt (link) Multilatinas: Who are they and how and where they are expanding Meatpacking: Are debt burdens sustainable, what are the different business models for areas such as branding and distrbution Agriculture: How are farms consolidating, what are environmental risks, how can foreign investors be involved. IT and software: Can Brazil take on India and build a viable long-term IT industry? For more information on clients and work, please see the media and consultancy sections.
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