Die Art und Weise, wie die brasilianische Regierung Reformen angeht, um die Ressourcen am effektivsten zu nutzen, ist unserer Meinung nach der Schlüssel zum ökonomischen Wandel des Landes. Wir könnten in den nächsten drei bis fünf Jahre enorme Veränderungen erleben — sofern der Wille besteht.
Brasilien hat zwar ganz gewiss Probleme, die es zu lösen gilt. Ich bin jedoch in Hinsicht auf den Investmentausblick für das Land etwas optimistischer geworden, als ich es noch vor etwa sechs Monaten war – und das liegt auch daran, dass alle anderen so pessimistisch scheinen.
Ein stärker marktorientierter Ansatz in Brasilien sollte bei der Eindämmung der Bürokratie den Bürgern und Investoren im Land zugutekommen. Investmentkennzahlen lassen jedoch vermuten, dass viele Unternehmen mit solidem Management und attraktiver Marktposition gut aufgestellt sind, um auch dann voranzukommen, wenn alles so bleibt wie gehabt.
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