Presentation Pierre Alain De Smedt
-
Upload
vlerickalumni -
Category
Business
-
view
922 -
download
0
description
Transcript of Presentation Pierre Alain De Smedt
Entrepreneurship in BrazilEntrepreneurship in Brazil
"Before the Portuguese discovered Brazil, "Before the Portuguese discovered Brazil, Brazilians had discovered happiness …"Brazilians had discovered happiness …"
Oswald de Andrade Oswald de Andrade (1890-1954)(1890-1954)
Pierre Alain De Pierre Alain De SmedtSmedt
Dilma Rousseff vs Lula da Silva
Continuity of Growth with strong leadership Dilma a former revolutionary against dictatorship, defensor of
human rights reinforces cooperation inside Mercosur action to enter the security council of UNO deep sense of responsability, very discrete, punctual, will
avoid any improvised declaration, decides fast on facts, not intuition
20 bil€ budget reduction (-7/8% linear) with exceptions like PAC
inflation estd 7%
The New BrazilThe New Brazil End of the stereotypes
the country of the future football and carnaval
End of short cycles, hyper inflation and devaluation
End of hyperindebtment and risk of "default" End of political instability
one of the top performers of bric countries
The "miracle" of South American left
Lula the President with the highest acceptance level after 8 years leadership (>80% !)
Now Dilma Rousseff from 01.01.2011 Continuity The social and economic miracle in figures (cf
Ivan van de Cloot)
The New BrazilThe New Brazil
The whole world is watching Brazil, which stand out as the 4th country preferred to invest ahead of
Germany …
The new international respect
World football championship 2014 Olympic games in Rio 2016 Mercosur leader and FTA negociations with EU Strong international recognition Leader in bilateral relationship with Africa
The New BrazilThe New Brazil
Growth Acceleration Program: BRL 1,6 trillion (USD 850bn). USD 530 billion between 2011-2014 (Public-Private-
Partnerships) – Mainly Infrastructure. World Cup (2014): preliminary estimates: +0,5% to +1,0% of
GDP.Olympic Games (2016): preliminary estimates: +1,0 to +2,0% of GDP.Oil and Gas: sub-salt: 13bn barrel (optimist estimates suggest
50bn barrel). USD 1 trillion in total revenues, USD 450bn in government taxes (in 30 years), USD 170bn in direct
investments (next 7-10 years). Brazil will be the largest oil producer of the Western World (5 million barrel/day in the mid-
20’s). Real Estate investments: credit/gdp to the mortgage sector is
only 3%. Our estimates suggests an increase to 10% until 2018. Strength of the capital markets.
MOST IMPORTANT INVESTMENTS AHEADMOST IMPORTANT INVESTMENTS AHEAD
Biggest aerospace power of the southern hemisphere Biggest fixed line telephone market of Latin America 3rd in the world in the aircraft industry 3rd biggest global steel-making power 3rd in the world computer market 4th biggest TV network in the world 5th biggest mobile phone market 7th biggest manufacturer of cars in the world 8th world oil power 7th economy of the world – projection that it will become
6th by 2013 surpassing United Kingdom 10th world producer of capital goods.
The New BrazilThe New Brazil
The incredible natural resources and agricultural strength
N° 1 for coffee and orange juiceN° 2 for sugar, soja, beef, pork, chickenN° 3 for corn, grapefruit, pepper, cashew, …14% of waterreservescrops grew during last 20 years from 58 mil ton to >150 mil ton
cattle from 79 mil heads to 170 milfuture 3rd oil producer - reserves estd. 33 bil barrels (presal) (?100 bil barrels)
The New BrazilThe New Brazil
Brasil an industrial giant : a few examples
Aeronautics :Embraer (3rd Airplane producer world wide)
Oil industry :Petrobas
Raw materials – Biotechnology – Pharma industry Automotive industry
The New BrazilThe New Brazil
The Brasilian challenge Adapt and finance infrastructure to growth (PAC1 and
PAC2) roads, railways, airports, harbours power generation and energy matrix (respecting
climate change rules) telecommunications
Control real valuation (Brazil is highest return worldwide)
Reduce further social GAP (3/60) and make further progress in health care (MST, Plan 0 Fome)
Education Mercosur
The New BrazilThe New Brazil
ConclusionsConclusions
All ingredients are present to confirm today's exceptional growth
It is one of the most profitable investments (real returns + growth potential)
This will work if Brazil is able to put in place in due time the necessary infrastructure and to educate its population in line with the new technological challenges
It can be a major contributor to help solve climate change problem
The New BrazilThe New Brazil