ADOLFO SACHSIDA:“NÓS SÓ TEMOS QUE GANHAR A ELEIÇÃO"

Adolfo Sachsida analyzes Argentina's improvement under Milei's liberal reforms and contrasts it with Brazil's path. He argues Brazil does not need a harsh shock but gradual, continuous reforms, especially fiscal correction. He identifies four Brazilian sectors poised for huge gains after reform: agribusiness, mining, electric power, and credit. - Milei is fulfilling campaign promises and Argentina is visibly improving, though from a terrible starting point. - Brazil does not require shock therapy; consistent correct decisions over time can transform the country, as seen in US cities over decades. - Fiscal correction in Brazil is expected within 18 months and will unlock broad investment opportunities. - Agribusiness will soar once credit instruments are modernized and financial markets connect better with rural producers. - Mining can double its GDP share in 4 years by adopting Canadian environmental and regulatory standards. - The electric power sector will surge as the world demands more energy and Brazil fixes its sector. - Credit sector will boom if guarantee legislation is improved, given current recovery rates are extremely low (18 cents on the dollar). - All these improvements depend on the right political outcome, as the speaker emphasizes the need to win elections.