Brazil continues to attract the attention and money of foreign investors, even in the face of a complicated fiscal situation and the proximity of presidential elections. Sectors such as food, energy and critical minerals have driven this international interest in the country.
According to Solange Srour, columnist for CNN Money who was recently at the , Brazil is being very well regarded by foreigners at the moment.
“The war in Iran has deepened a trend that we were already seeing since the war in Russia and Ukraine and since the pandemic, which is a “, explained Srour.
Neutrality and commodities: Brazilian advantages
According to the expert, investors are looking for countries that are neutral in the geopolitical arena – especially considering the inevitable division between the United States and China – and that have commoditiesessential inputs for any type of production.
“Brazil has oil, energy, various commodities agricultural and minerals, and”, he highlighted.
Srour highlights that the Brazilian fiscal situation, although worrying, is seen as sustainable in the short term. However, she warns that the electoral scenario brings the possibility of changing the economic regime, which could impact investment prospects in the country.
Even so, Brazil continues to be the emerging country that stood out most in international conversations.
Brazilian assets on investors’ radar
Asked about which Brazilian assets attract the most foreign interest, Srour pointed out that the exchange rate is the first asset, given the .
In second place would be the stock exchange, where investors believe. Lastly would come fixed income, which according to her, is harmed by tax issues.
“If we don’t take advantage of this moment to bring this real interest rate down, which today is around 7.5% for any term, at some point this will weigh down.”, warned the expert.
She argues that the country needs to take advantage of the favorable external scenario to make preventive adjustments, avoiding a more complicated situation in the future, which could lead to a deep recession.
