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If HSBC is leaving, why still bank on Brazil? | If HSBC is leaving, why still bank on Brazil? |
(about 7 hours later) | |
Making money through lending should not be a problem for banks operating in Brazil. | Making money through lending should not be a problem for banks operating in Brazil. |
The country's interest rates are currently at an eye-watering 13.75% and expected to rise even higher this year. | The country's interest rates are currently at an eye-watering 13.75% and expected to rise even higher this year. |
So it comes as something of a surprise that HSBC has announced this week it will practically end its operation in Latin America's largest economy - retaining only a few large corporate clients. | So it comes as something of a surprise that HSBC has announced this week it will practically end its operation in Latin America's largest economy - retaining only a few large corporate clients. |
Banks in Brazil are one of the few sectors that have been immune to the country's slowdown. | Banks in Brazil are one of the few sectors that have been immune to the country's slowdown. |
As Brazil heads for recession now, financial institutions are still posting record profits. | As Brazil heads for recession now, financial institutions are still posting record profits. |
Last year, the country's economy grew 0.1% - yet Brazil's top five banks managed to increase their profits by 20%. | Last year, the country's economy grew 0.1% - yet Brazil's top five banks managed to increase their profits by 20%. |
The sixth largest - HSBC - lost $247m (£160m). | The sixth largest - HSBC - lost $247m (£160m). |
How did HSBC start off in Brazil? | How did HSBC start off in Brazil? |
Brazil might seem like a paradise for bankers now, but that was not the case in 1997, when HSBC first arrived. | Brazil might seem like a paradise for bankers now, but that was not the case in 1997, when HSBC first arrived. |
The government had just revamped most of the nation's outdated financial structure as part of Plano Real - the economic plan that ended decades of hyperinflation. | The government had just revamped most of the nation's outdated financial structure as part of Plano Real - the economic plan that ended decades of hyperinflation. |
Brazil's banks were not used to making money in an economy with stable prices. Under new rules, seven banks nearly went bankrupt. | Brazil's banks were not used to making money in an economy with stable prices. Under new rules, seven banks nearly went bankrupt. |
Under much criticism, the government offered a $10bn (£6.5bn) lifeline to those in trouble, to avoid a general collapse of the system - similar to what was later done by Western governments during the 2008 financial crisis. | Under much criticism, the government offered a $10bn (£6.5bn) lifeline to those in trouble, to avoid a general collapse of the system - similar to what was later done by Western governments during the 2008 financial crisis. |
Among the rescued banks was Bamerindus, a very popular retail institution with more than 1,000 agencies across Brazil. They were bought by HSBC. | Among the rescued banks was Bamerindus, a very popular retail institution with more than 1,000 agencies across Brazil. They were bought by HSBC. |
How did banking succeed in Brazil? | How did banking succeed in Brazil? |
Over the following years, bankers had a great run. | Over the following years, bankers had a great run. |
As Brazil became an economic emerging star, millions were lifted from poverty and finally had enough money to be included in the financial system, through bank accounts. | As Brazil became an economic emerging star, millions were lifted from poverty and finally had enough money to be included in the financial system, through bank accounts. |
Competition and efficiency flourished, with foreign groups such as Spain's Santander and Netherland's ABN Amro investing heavily in Latin America. | Competition and efficiency flourished, with foreign groups such as Spain's Santander and Netherland's ABN Amro investing heavily in Latin America. |
But one single factor remained vital for bankers - Brazil's growth model depended on high interest rates. | But one single factor remained vital for bankers - Brazil's growth model depended on high interest rates. |
For decades, under different governments, inflation was kept in check with a monetary policy that favoured money-lending institutions. | For decades, under different governments, inflation was kept in check with a monetary policy that favoured money-lending institutions. |
High rates hurt business people who wanted to borrow money to open up shops or factories that could potentially create more jobs. | High rates hurt business people who wanted to borrow money to open up shops or factories that could potentially create more jobs. |
But it was crucial to keep general prices low with higher borrowing costs. | But it was crucial to keep general prices low with higher borrowing costs. |
What about the change in government? | What about the change in government? |
That remained the case until 2011, when President Dilma Rousseff came to power. | That remained the case until 2011, when President Dilma Rousseff came to power. |
Her government believed Brazil had reached a point where it could abandon its high-interest-rate growth model and start a policy that would favour investments, with cheaper credit in the markets. | Her government believed Brazil had reached a point where it could abandon its high-interest-rate growth model and start a policy that would favour investments, with cheaper credit in the markets. |
Interest rates in Brazil: | |
June 2015: 13.75% | |
2014: 11.75% | |
2013: 10.00% | |
2012: 7.25% | |
2011: 11.00% | |
2010: 10.75% | |
2009: 8.75% | |
2008: 13.75% | |
2007: 11.25% | |
2006: 13.25% | |
2005: 18.00% | |
2004: 17.75% | |
The Central Bank lowered rates from double digits to its lowest point in a decade, 7.25%. | The Central Bank lowered rates from double digits to its lowest point in a decade, 7.25%. |
President Rousseff was also intent on fighting bankers' profits, which were considered obscene by many in her left-leaning coalition. | President Rousseff was also intent on fighting bankers' profits, which were considered obscene by many in her left-leaning coalition. |
Under her orders, big public banks - such as Banco do Brasil and Caixa Economica Federal - offered low interest rates to customers, making private banks follow suit and lower their "spreads" (bankers' returns). | Under her orders, big public banks - such as Banco do Brasil and Caixa Economica Federal - offered low interest rates to customers, making private banks follow suit and lower their "spreads" (bankers' returns). |
But President Rousseff's war on private banks and spreads came to an end in 2013, when it became clear that inflation was creeping up again. | But President Rousseff's war on private banks and spreads came to an end in 2013, when it became clear that inflation was creeping up again. |
Despite all efforts, Brazil's economy still depended on high interest rates. | Despite all efforts, Brazil's economy still depended on high interest rates. |
Brazil has since embarked on a new cycle of increasing rates. Just last month, the Central Bank raised its rate yet again. | Brazil has since embarked on a new cycle of increasing rates. Just last month, the Central Bank raised its rate yet again. |
What next for banking in Brazil? | What next for banking in Brazil? |
High interest rates mean Brazil remains a very attractive country for banks - they make more money on their lending. But competition has also increased massively - and the market is not big enough for every player. | High interest rates mean Brazil remains a very attractive country for banks - they make more money on their lending. But competition has also increased massively - and the market is not big enough for every player. |
HSBC had a few years of good profits, but it never gained the scale necessary to compete with other better established rivals. It has a network of 853 agencies and 21,000 workers, which is now up for sale. | HSBC had a few years of good profits, but it never gained the scale necessary to compete with other better established rivals. It has a network of 853 agencies and 21,000 workers, which is now up for sale. |
Bradesco has more than 4,600 agencies and 83,000 employees. | Bradesco has more than 4,600 agencies and 83,000 employees. |
Also, it did not help that HSBC became embroiled in the global Swiss leaks scandal, an investigation into alleged money-laundering. | Also, it did not help that HSBC became embroiled in the global Swiss leaks scandal, an investigation into alleged money-laundering. |
Interest rates around the world: | |
Brazil: 13.75% | |
India: 7.25% | |
China: 5.1% | |
UK: 0.5% | |
US: 0.25% | |
Euro Zone: 0.05% | |
Japan: 0% | |
Source: Trading Economics | |
Brazilian authorities launched a special congress inquiry into the bank, as more than 8,000 people with connections to the Brazilian economy have Swiss HSBC accounts. | Brazilian authorities launched a special congress inquiry into the bank, as more than 8,000 people with connections to the Brazilian economy have Swiss HSBC accounts. |
Three banks have already announced this week their interest in buying HSBC's assets in Brazil. | Three banks have already announced this week their interest in buying HSBC's assets in Brazil. |
One of them - Itau Unibanco - has posted a profit of $1.8bn (£1.2bn) for the first quarter of 2015, when Brazil's economy contracted 0.2%. It is the highest in Brazilian history for a first quarter. | One of them - Itau Unibanco - has posted a profit of $1.8bn (£1.2bn) for the first quarter of 2015, when Brazil's economy contracted 0.2%. It is the highest in Brazilian history for a first quarter. |
Brazil's interest rates show no sign of abating, as inflation is expected to balloon to 8% - well above the government's target. | Brazil's interest rates show no sign of abating, as inflation is expected to balloon to 8% - well above the government's target. |
Making money through lending, it seems, will remain a very resilient businesses in Brazil for quite some time. | Making money through lending, it seems, will remain a very resilient businesses in Brazil for quite some time. |
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