Itaú BBA - Sector Insights

  • Pulp and Paper: Promising outlook for exports likely to boost industry growth in the years ahead  

    Exchange rate depreciation and investments lift industry growth

  • Capital Goods: No Signs of Recovery  

    Economic contraction affects capital goods sector

  • Steel: More challenges ahead  

    In 2015, production costs will remain pressured by higher energy prices.

  • Vehicles: Challenges Ahead  

    More recently, the sector has suffered from a lower number of working days due to the World Cup.

  • Brazil`s Steel Industry: Still a Challenging Scenario Ahead  

    We forecast slight increases of 0.5% in annual crude steel production and 0.6% in annual rolled steel production for 2013.

  • Mining: Despite the Overseas Deterioration, Investments in the Sector Should Continue in 2013  

    Brazilian mining industry was hit by the slowdown in domestic activity last year.

  • Auto Vehicles: Sales Performance Remains Strong  

    Delinquency in auto financing increased in 2012, but there are signs of a retreat in 2013.

  • Construction: Sector Expects Better Performance in 2013  

    After weaker sales and reduced launches in 2012, the Brazilian residential property sector expects an improvement in 2013.

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