President Lula beat Flávio Bolsonaro 51.77% to 48.23% in the October 25 runoff to win a fourth term, and Brazilian assets and the real fell right after the result. The 2027 budget bill before Congress includes R$133.8bn in public investment (R$61.5bn for the Novo PAC).
What a Korean company can do now
Government · leader
President Luiz Inácio Lula da Silva (head of state and government; re-elected for a fourth term in the Oct 25, 2026 runoff)
Key national agenda
- Sustain social programmes within the fiscal framework
- Expand Novo PAC infrastructure and housing investment
- Industrial policy and digital/creative industries (games)
- Wider support for micro-entrepreneurs (MEI)
- Constitutional amendment for fare-free public transport (Tarifa Zero)
- SUS smart hospitals and digital health
Government programmes
2027 federal budget bill (PLOA 2027)R$133.8bn investment
Public investment R$133.8bn (up 20%+ from R$110.8bn in 2026), above the R$88.7bn floor (0.6% of GDP); sent to Congress on Aug 31, 2026
Novo PAC 2027 allocationR$61.5bn
Minha Casa Minha Vida R$8.25bn, urban public transport R$1.19bn, flood drainage and prevention R$667.2m
SUS smart hospital and services network
Public health digitalisation programme announced in Jan 2026
Video game legal framework decree and industry support
Issued and announced in Oct 2026
Business opportunities
AI automation for public hospital scheduling, waitlists and medical documents
🔒 Why-now and buyers — analysis member ₩19,800/mo
Localisation/ops automation for Brazilian game studios and Korea-Brazil co-development consulting
🔒 Why-now and buyers — analysis member ₩19,800/mo
Open this week
Accounting and tax filing automation app for MEI
The newly signed MEI benefits law broadens the micro-entrepreneur base.
MEI micro-entrepreneurs, support bodies such as SEBRAE
Progress-tracking dashboard for municipal housing and transport projects
🔒 Why-now and buyers — analysis member ₩19,800/mo
Free members get a human-reviewed summary by email for up to 3 countries a month (sent within 24h). BUILD members get them all.
Korean support schemes
- KOTRA AI Export Assistant · KOTRA — A conversational AI that recommends buyers and generates tailored market-entry reports for target markets such as Brazil, with a first release planned in 2026.
Official notices
Planalto (Presidency of the Republic)
- 2026-10 Lula signs law expanding MEI benefits and sends fare-free transport amendment to Congress
- 2026-10 Video game legal framework decree issued with industry support measures
- 2026-08-31 2027 budget bill sent to Congress with R$133.8bn investment
- 2026-01 SUS smart hospital and services network announced
Disaster · conflict · epidemic
Stable 2026-11-07
Flooding (GDACS, 6 Nov) (single source)
—
—
