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De economische kosten van de Braziliaanse uitgavenboom
Brazilië moet duidelijk nog heel wat problemen zien te verwerken, maar ik ben opgelucht te kunnen melden dat ik al iets optimistischer ben over de beleggingsvooruitzichten dan zo’n zes maanden geleden – en dat is onder andere het gevolg van het feit dat vrijwel alle andere beleggers zo pessimistisch klinken!
Het gaat Brazilië niet echt voor de wind, maar wij denken dat wezenlijke hervormingen om investeringen open te stellen voor de privésector het land zouden kunnen helpen om weer op koers te geraken en wat druk van de overheidsmiddelen weg te nemen.
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