Lula returns: The policy outlook for Brazil

Luiz Inácio Lula da Silva, who was Brazil's president from 2003 to 2010, will return to office in January after winning the presidential election by the narrowest margin in the country's political history. This time, he faces different political and fiscal environments. How will he handle that? Our experts discuss the policy outlook for the incoming administration and how those policies will impact businesses and the economy. Carlos Caicedo, Senior Principal Analyst, Latin America Country Risk, S&P Global Market Intelligence https://experts.ihsmarkit.com/experts/caicedo-carlos Ailsa Rosales, Senior Country Risk Analyst, Latin America and Caribbean, S&P Global Market Intelligence https://ihsmarkit.com/experts/rosales-ailsa.html Rafael Amiel, Director, Latin America & Caribbean Economics, S&P Global Market Intelligence https://experts.ihsmarkit.com/experts/amiel-rafael