Destroying Brazil’s AirCon

Deforestation, Financial Risk & Reward, Fixed Income

This report (the successor to No Rain on the Plain (2021), look at the effects of deforestation on the Brazilian economy and society at large, with a focus on agriculture, energy, productivity, health and transport. Sovereign bond investors exposed to Brazilian bonds, and equity and credit investors and banks exposed to domestic Brazilian companies or companies linked to Brazil through their supply chains, not to mention all their stakeholders, will soon suffer the direct effects of Brazil’s climate becoming more hostile.

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