Donald Trump, according to Finance Minister Fernando Haddad, were the decisions of a process gross. For the director of the Brazil’s total economy at UBS GWM, Solang Srour, the movement brings a short -term perspective, but with large and medium and long concerns.
According to a wall, Brazil can benefit from The short term due to the weakness of the dollar And diversifying the international portfolios. “In the short term, I think we can benefit from that such, we are going through a moment of the weak dollar, at a time of changing the portfolio to diversification,” explained, The Economist.
However, the expert warned of the challenges that the country might face in the future. “In the medium and long term, if we really go to a more attractive world, the Brazil will be in a difficult situation,” said srour. I highlight The potential slowdown in ChinaThe main commercial partner of Brazil, as a dangerous factor.
Geopolitical risks and the need for reforms
The economist also drew attention to the increase in geopolitical risks, while mentioning current and potential conflicts, Including tensions involved Taiwan. SROR stressed that for the export state of the commodity like Brazil, the global slowdown is not favorable.
“We are ready to grow in other ways, too, And not only in goodsBecause we may pass a truly low growth period in China, the United States and Europe. “
SROR stressed the importance of Brazil in internal reforms, Especially to reduce interest rates. “If we cannot work with low interest rates, we cannot develop anything in Brazil. The cost of an alternative opportunity for Brazil, it affects investment, and no one in Brazil is investing at an alternative opportunity cost 8 % or more.”
“I am optimistic about the short term, we see and enjoy the price of assets can improve, but in the medium and long term this situation of misinformation is not good for Brazil.”
WW and private
The program is presented by Thais Herédia, on Sunday at 10 pm on all Brazilian CNN platforms.
