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

Summary

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.