LCA offers a complete line of macroeconomic decision support tools, including in-depth macroeconomic scenarios, face-to-face meetings with specialist consultants, agile publications and personalized presentations. Our portfolio of services is comprehensive, flexible and easily tailored to the client's needs.

Specific assessments customized to your needs. We can customize scenarios to specific requirements, including a sectoral and/or regional focus.

Products & services

Insights and information reach clients in various forms:

Presentations of the macroeconomic and political scenario, with a customized time horizon and subject focus in accordance with the client’s requirements. LCA’s presenters combine broad expertise with excellent communication skills.

Conference calls to discuss the scenario or specific topics in more detail.

Personalized consulting sessions, by phone or e-mail.

LCA database: economic and financial indicators for Brazil, selected countries and the world, in extensive time series. Complete, constantly updated, downloadable and easy to use. Enriched by LCA Projections.

Publications incorporating the latest data on the economic and political outlook: Cenário LCA, Anáise LCA and Resenha LCA.

Agenda Política LCA
Brief description of the most important political events planned for the current week.




Cenário LCA
weekly analysis of the performance of the Brazilian and international economy, plus outlook and updated projections for the base-case scenario. Assessment of alternative scenarios once a month




Coleta de Preços LCA
Proprietary LCA data survey covering airline ticket, agricultural, and monitored prices, among others.




Análise LCA
analysis of key economic indicators and events, focusing on their impact on markets and scenarios, sent up to 30 minutes after the reports in question are published. Special issues present studies in greater depth. Clients receive some 20 issues of Análise LCA each month.



Resenha LCA
summary of the past week's economic events and insightful analysis of events and indicators for the week ahead, illustrated with charts and tables.





Relatório de Longo Prazo LCA
Quarterly report containing updates for macroeconomic premises and scenarios produced by LCA. Also includes long-term macroeconomic forecasts (2011-2030).





Carta LCA
Monthly edition of the LCA Scenario, whose context includes a discussion of alternative scenarios and likelihood of their occurring.





Macroeconomic Scenario
English-language version of Carta LCA, updating our macroeconomic scenario.






Projeções LCA
Weekly updated spreadsheets with LCA’s short and long-term forecasts (2011-2030).







Debate LCA
Weekly publication undersigned by LCA economists or guests, containing comments on relevant topics concerning current economic debate both in the Brazilian and international economies.

Under the guidance of economist Celso Toledo, LCA Short Terms caters to professionals that rely on swift, daily support for their analyses and decision making processes.

Clients are assured of direct and immediate access to consultants.

Presentations of the macroeconomics and political scenario, with a customized time horizon and subject focus in accordance with the client's requirements.

LCA database: key indicators in extensive time series. Regularly updated and easy to use. Ready to complement management reports for use by directors or to input analysts and traders' spreadsheets.

Conference calls: to discuss the scenario or specific topics in more detail.

Personalized consulting sessions, by phone or e-mail.

Boletim Diário
daily bulletin emailed at 8 am with updates on key indicators, analysis of the day's topics and a critical overview of the previous day's events.





Monitor de Inflação
terms of expected administered price resets, analysis of movements in commodity prices, and adjustment of LCA's inflation forecasts to new data (broken down by price index component).




Monitor Diário da Atividade Econômica
daily monitoring of economic activity data and reports summarized concisely by LCA.






Análise LCA
analysis of key economic indicators and events, focusing on their impact on markets and scenarios, sent up to 30 minutes after the reports in question are published. Special issues present studies in greater depth. Clients receive some 20 issues of Análise LCA each month.



Monitor Diário de Inflação
Daily monitoring of relevant information on inflation, these grouped up under three topics: inflation expectations (market and LCA), monitored prices (in accordance with Brazil Central Bank ranking) and agribusiness prices – including the LCA Indicator of Agribusiness Prices, daily proxy of Agribusiness IPA (Agribusiness Tax), component of the IGP-DI FGV (Getulio Vargas Foundation’s General Price Index).


Projeções LCA
Weekly updated spreadsheets with LCA’s short and long-term forecasts (2011-2030).







Agenda LCA
Day-planner carrying indicators and economic events to be released in the coming weeks. Whenever pertinent, market expectations and the latest observed results for each indicator shall be included.





Debate LCA
Weekly publication undersigned by LCA economists or guests, containing comments on relevant topics concerning current economic debate both in the Brazilian and international economies.

Análise Política LCA
Commentary and analysis of the week's main political news, and the repercussions for the markets and business.

LCA Industry Analysis caters to clients in need of specialized support for purposes of drawing up analyses and projections for the Brazilian economy’s industries.

We develop products and services that gather relevant information, analyses and forecasts for a number of industries, listed in regular publications further to the possibility of commissioning demand studies for specific industries.

Customized services, lectures and conference calls: performed by a dedicated team of expert economists in various industries of the Brazilian economy.

LCA Industry Report
Monthly publication with analysis of recent performance and prospects for the industry, historical series and forecasts for key indicators. Available for eight industries: construction and real estate, credit and financial system, consumer and retail; automotive, pulp and paper, mining and steel, petroleum and gas, further to food and beverages.

Commodity Monitor
Monthly publication carrying analysis of recent dynamics and market projections for prices of agricultural commodities, metals, energy and celluloses. The client may also commission analyses and projections for international and domestic prices of anything of their specific interest.

Industry Synopsis
Report carrying a summarized assessment of the performance of 22 sectors in the Brazilian economy, allowing for a simultaneous, up-to-date monitoring of multiple segments.


Customized Industry Studies
The client may order on demand assessments and forecasts for specific industries. Dozens of industries have already been assessed by the LCA Industry Analysis team.

LCA Regional offers specialized support for business decisions via reports containing objective analysis and research on each of Brazil's five geographic regions, a database and forecasts for the key regional indicators, and the Consumption PotentialLCA covering more than 60 categories at the local (municipal) level.

LCA Regional's clients can also commission specific studies and access a dedicated team of analystswho research the economic outlook for each of Brazil's geographic regions.

Regional DatabaseLCA
A comprehensive compilation of regional data, constantly updated in accordance with the reporting calendar for key indicators such as state GDP, municipal GDP, IBC-R (monthly state GDP), industrial production, power consumption, real earnings, formal employment and net job creation, retail sales, motor vehicle licensing, new loans and delinquency, cost of consumer staples, and foreign trade.

Regional ForecastsLCA
Regional forecasts for a ten-year horizon, updated monthly. The following indicators are projected:

1. Population
2. Number of households per income group
3.Regional GDP
4.Real wage bill (workforce x average real earnings)
5. Workforce
6.Average real earnings
7.Retail sales

Regional ReportLCA
Assessments of the performance of Brazil's five regions.Issued quarterly.





Consumption Potential LCA
This is a database on Potential Annual Household Spending at current market prices, developed to help firms identify potential spending on the main consumer staples. Data available by city, income group (ABEP criteria) and product/service category.
CP LCA covers 60 categories. Analysis for other categories of interest to the client can be developed on demand.

LCA Market Model & Forecast
LCA's market analysis and models can be used to enhance planning of production, procurement, logistics, sales and investment. We map market drivers and market share drivers to help you understand how each one affects your business.

LCA Market Sizing
LCA's Market Sizing tool permits more accurate measurement of the correlation between sales and the overall market. We estimate the actual size of the market and analyze changes in inventories of your brand in the market concerned.

LCA Market Forecast
Identification of market drivers, helping you understand sales trends and flows, make projections and simulations, so as to plan future sales more reliably.

LCA Share Forecast
Understanding how the drivers of your brand and competing brands affect market share enables you to plan better for the short and medium term. We analyze the past behavior of your market share and forecast its future performance.

Scenarios
Simulators, dashboards and projections help plan monthly sales, analyze mix and segmentation, and evaluate pricing and distribution scenarios for your own business and those of your competitors.

LCA also produces analysis and forecasts that simulate market potential for innovations and line extensions, to support volume planning, pricing, distribution and marketing of product launches.

LCA Marketing ROI
LCA develops exclusive models for the specific needs of each company, providing a solid foundation on which to evaluate and enhance the effectiveness of trade spending and investment in marketing.

LCA ROI Budget
LCA evaluates the client's complete marketing budget to optimize, simulate and track marketing effectiveness with regard to market share, profit and brand image. We work with the client to simulate and optimize budget scenarios by brand and type of action (media, trade, sponsors), in accordance with the client's strategic objectives.

LCA ROI Activity
LCA ROI Activity is designed to support decisions on specific actions based on analysis of ROI. We optimize trade and marketing spend by estimating ROI for each, and isolating other factors that affect the market in the period.

Clients can estimate and simulate ROI for marketing campaigns and related activities with a user-friendly tool on the Excel platform.

LCA Trade ROI
LCA Trade ROI estimates the return on trade spending (planned or executed) by type of action, category, product, distribution network and point of sale, as providing excellent strategic and tactical decision support.

Activities can be ranked according to ROI by volume, revenue or contribution margin, using a built-in learning log.

LCA Basics
Practical solutions designed to assess a category's characteristics and behavior, using more accurate market sizing and elaborating forecasts and scenarios.

Encompassing five independent solutions - ranging from the accurate measurement of the market to the identification of its drivers and to projections and scenarios, LCA Basics products help companies achieve a better understanding of their markets. Companies will also get inputs to support their decision-making process and their planning, thus enhancing their performance.

Competition Economics
Technical opinions, strategy, interaction with authorities. We analyze the competitive impact of mergers, acquisitions and inter-company agreements from planning stage to antitrust proceedings. We assist with the implementation of compliance mechanisms and provide support in proceedings involving corporate conduct.

LCA is privileged to partner with a special consultant Luiz Carlos Prado, CADE member from 2004 to 2008 and professor of the Federal University of Rio de Janeiro (UFRJ). Luiz Carlos Prado have ample experience in industrial and technological policy, international trade, competition, and regulation.

Support for M&A financial planning is provided jointly by the Competition Economics and Investment & Corporate Finance practices.

Regulation
LCA has a reputation for excellence in interaction with regulators (Anatel, Aneel, Antaq etc) and counterparts in the Executive. We support the formulation of alternatives and their defense for approval by regulators. We work at the interface between regulation and competition, assisting with specific projects and public consultations.

Public Policies; Sectoral; Tax; Trade Defense
We develop studies, technical opinions and policy proposals.
In trade defense procedures, besides supporting the investigation, we assist companies and their representatives in the Chamber of Foreign Trade with cases involving safeguards and antidumping investigations.

Litigation
Design and development of economic arguments for defense strategies. We assist clients and counsel with economic and contractual issues.

Financial structuring & funding
LCA structures corporate finance and supports funding transactions (debt and equity), working with the main providers of project finance, such as development banks, pension funds, private equity funds, and commercial and investment banks. The services offered by this practice include:

- Identifying the best financial structure and credit option available, even if the firm is undergoing reorganization
- Developing business plans and presentations for prospective investors at road shows
- Supporting the preparation of projects and documents for the source of financing
- Advisory on approval and disbursement processes
- Advisory on negotiating and bidding strategies


We acted as advisors to a company that won a "new power" auction


Valuation
LCA's valuations and appraisals provide:

- Support for M&A
- Advisory on negotiating strategy
- Assistance with restructuring via spin-offs and stock splits
- Solutions to litigation and disputes between shareholders
- Foundations for public negotiations overseen by regulators
- Input for negotiations with minority shareholders
- Project sizing for decision support


Economic & financial feasibility studies
Studies produced by LCA include:

- Critical analysis of key premises (market, market share, tax structure, inputs)
- Risk and contingency analysis
- Analysis of economic and financial returns and upside opportunities
- Analysis of project's financial capacity, debt coverage and optimal capital structure
- Sensitivity analysis for alternative scenarios


We participated in feasibility studies for major railroad projects and are currently coordinating studies for a new port at Santos


Technical reports & economic/financial opinions
LCA’s experience includes:

- Economic and financial equilibrium for concessions
- Risks and responsibilities for infrastructure contracts (PPPs, EPCs, turnkey projects)
- Auction and tender appeals/challenges
- Studies to provide a foundation for institutional negotiations
- Financial analysis to support interaction with public institutions
- Definition of indexes for tariff review (concessions)


In 2009 we produced ten technical opinions on economic and financial equilibrium in concessions, post-tender appeals, litigation, and regulatory and institutional negotiations.


Investment opportunity analysis & prospecting
LCA assists clients with the identification and selection of investment opportunities via active portfolio management involving:

- Analysis of macroeconomic projections across the various economic sectors
- Pre-selection of relevant sectors or industries according to investment requirements and expected returns
- Identification of main players
- Selection of players with most growth potential and expected future cash generation


We have acted on this front for investment banks, mutual funds, pension funds and institutional investors.