Temas de relações internacionais, de política externa e de diplomacia brasileira, com ênfase em políticas econômicas, em viagens, livros e cultura em geral. Um quilombo de resistência intelectual em defesa da racionalidade, da inteligência e das liberdades democráticas.
O que é este blog?
Este blog trata basicamente de ideias, se possível inteligentes, para pessoas inteligentes. Ele também se ocupa de ideias aplicadas à política, em especial à política econômica. Ele constitui uma tentativa de manter um pensamento crítico e independente sobre livros, sobre questões culturais em geral, focando numa discussão bem informada sobre temas de relações internacionais e de política externa do Brasil. Para meus livros e ensaios ver o website: www.pralmeida.org. Para a maior parte de meus textos, ver minha página na plataforma Academia.edu, link: https://itamaraty.academia.edu/PauloRobertodeAlmeida.
quarta-feira, 22 de junho de 2016
Divida dos estados: custo, como sempre, vai recair sobre os contribuintes, ou seja, voce mesmo leitor
Oito Unidades da Federação (São Paulo, Rio de Janeiro, Minas Gerais, Rio Grande do Sul, Paraná, Santa Catarina, Distrito Federal e Bahia) representam 76,6% do PIB brasileiro. (Fonte IBGE).
Os estados mais ricos da federação são os maiores beneficiários da “Bolsa da União para os Estados”.
Ricardo Bergamini
Programas de Ajuste Fiscal
Dívida Consolidada Líquida dos Estados e Municípios Com a União
Fonte MF
Base: Ano de 2015
Estados - R$ Bilhões - %
São Paulo - 220,1 - 37,52
Minas Gerais - 56,5 - 9,63
Rio de Janeiro - 56,5 - 9,63
Rio Grande do Sul - 40,7 - 6,94
Outros 23 estados - 89,0 - 15,18
Total - 462,8 - 78,90
Municípios - 123,8 - 21,10
Total - 586,6 - 100,00
Considerações:
1) Somente o estado de São Paulo concentra 37,52% do total das dívidas dos Estados e Municípios com a União.
2) Apenas 4 estados (São Paulo, Minas Gerais, Rio de Janeiro e Rio Grande do Sul) concentra 63,72% das dívidas dos Estados e Municípios com a União.
3) Em 31 de dezembro de 2015 a dívida total dos Estados e Municípios com a União montavam em R$ 586,6 bilhões.
4) Forma de pagamento e juros com base na Lei 9.496, de 11 de setembro de 1997:
4.1) O Governo Federal editou em 29/12/2015 o Decreto nº 8.616, para regulamentar a Lei Complementar 148/2014 que, entre outras disposições, autorizou a União a adotar novas condições nos contratos de refinanciamento de dívidas dos estados e municípios com a União.
O decreto, publicado ontem em edição extraordinária do Diário Oficial da União, estabelece as fórmulas para reprocessamento das dívidas pelos novos encargos autorizados, bem como para a apuração mensal do coeficiente de atualização monetária da dívida remanescente.
O decreto dispõe ainda sobre as providências a serem adotadas pelos devedores antes da celebração dos aditivos contratuais com a União para aplicação das disposições da LC 148/2014, como obtenção de autorização legislativa, conferência e concordância prévia com os cálculos, observação das exigências contidas na Lei de Responsabilidade Fiscal (LRF) para essas operações e desistência de ações judiciais eventualmente propostas sobre os contratos de refinanciamento.
De acordo com a Lei Complementar 151/2015, o prazo para celebração desses aditivos contratuais e aplicação dos novos encargos é 31 de janeiro de 2016. Após essa data, os devedores que não tiverem reunido as condições exigidas para o aditamento continuarão pagando suas dívidas com a União nas condições vigentes até que a alteração contratual seja feita.
LC 148/2014
A Lei Complementar nº 148 alterou os critérios de indexação aplicáveis aos contratos de refinanciamento de dívidas de Estados e de Municípios, firmados com a União no âmbito da Lei nº 9.496, de 11 de setembro de 1997, e da Medida Provisória nº 2.192-70, de 24 de agosto de 2001, bem como dos contratos de refinanciamento de dívidas de Municípios, celebrados ao amparo da Medida Provisória nº 2.185, de 24 de agosto de 2001.
Dentre as principais inovações trazidas, destacam-se:
- concessão de desconto sobre os saldos devedores dos contratos de refinanciamento de dívidas dos Estados e dos Municípios, correspondente à diferença entre os saldos existentes em 1º de janeiro de 2013 e aqueles apurados, naquela data, pelo recálculo das dívidas de acordo com a variação acumulada da taxa SELIC desde a data de assinatura dos contratos; e
- aplicação de novos indexadores a partir de 1º de janeiro de 2013, observada a menor das variações acumuladas entre o IPCA mais 4% a.a. e a taxa Selic, em substituição aos encargos contratuais originais, IGP-DI mais juros de 6% a 7,5% a.a. para Estados e Distrito Federal, e IGP-DI + 9% a.a. para os Municípios.
A aplicação da LC 148 impactará mais de 200 (duzentos) contratos de refinanciamento de dívidas celebrados entre estados, DF e municípios e a União e deverá permitir aos entes a possibilidade de redução em seus pagamentos futuros para a União. A LC 148 não traz impactos para a dívida pública e não afeta o resultado primário da União e dos entes.
Grato ao economista Ricardo Bergamini (PRA)
sexta-feira, 24 de janeiro de 2014
Foreign Affairs: o fim do paradigma do Estado-falido (sera?) - Michael J. Mazarr
sábado, 18 de janeiro de 2014
O Afeganistao tem solucao? Provavelmente nao! Nem sem rima. Um Estado mais que falido...
Atentado em Cabul deixa 16 mortos, a maioria estrangeiros
Representante do FMI e três membros da ONU estão entre as vítimas do ataque
O secretário-geral da ONU, Ban Ki-moon condenou o ataque e lamentou a morte dos membros das Nações Unidas. "Estes ataques voltados contra civis são completamente inaceitáveis", afirmou. Em um comunicado, a diretora do FMI, Christine Lagarde, informou que o libanês Wabel Abdallah, de 60 anos, que chefiava o escritório da organização em Cabul desde 2008, é uma das vítimas. "É uma notícia trágica e nós estamos devastados", disse ela.
Leia também:
Ataque suicida no Afeganistão mata 3 soldados da Otan
Após 12 anos, Austrália anuncia retirada do Afeganistão
terça-feira, 1 de janeiro de 2013
Estados falidos: o Ocidente e' sempre o culpado...
Se o Ocidente deixasse os Estados falidos à sua mercê, eles se converteriam rapidamente em centros de corrupção, de tráfico de drogas e de todos os tipos de criminalidade transnacional, de piratas, fontes de miséria e desespero para suas próprias populações. Então a "opinião pública" internacional -- isto é ocidental, exclusivamente -- pressiona seus governos para intervir e colocar ordem na casa. Raramente dá certo, pois construir Estados, reconstruir sociedades é uma tarefa hercúlea, que nunca pode ser feita a partir de fora, mas dependeria do engajamento de suas próprias elites. Se estas são incompetentes ou incapazes, nada de bom pode resultar dessa intervenção.
Por que culpar o Ocidente, então?
Paulo Roberto de Almeida
Interview with Ahmed Rashid The West Should 'Change Its Approach to Failing States'
Der Spiegel, 31/12/2012
ANZEIGE
Rashid: It would be better if the private sector would participate to a larger extent. Dysfunctional states like Afghanistan need business people who are deeply rooted in their country and invest in it. They can add stability. But all development programs of the United States and the European countries unfortunately exclude the private sector, which could make investments based on profitability.
SPIEGEL: Presumably it would also be quite difficult to persuade companies to invest in countries like Afghanistan or Somalia.
Rashid: Yes, I am aware of the challenges. But I am confident that there are hedge funds, banks or investment companies that could allocate five percent of their portfolios for risky investments. In any event, for countries like Afghanistan the formation of an entrepreneurial class is of vital importance.
SPIEGEL: The United States is trying to establish a more peaceful environment prior to the withdrawal of their troops and to initiate talks with the Taliban -- also with limited success.
Rashid: Evidently, the US also isn't capable of mediation. This lesson can be drawn from the failure of the talks with the Taliban in Qatar. Here too it would be better to involve the private sector, such as with respectable organizations that are preferably trusted by both sides. States should limit themselves to facilitating mediation. For example, the International Red Cross has the best contact to the Taliban. The Swedish Committee for Afghanistan has for the past fifteen years managed three hundred schools in an area of Afghanistan that is under Taliban control. The Swedes have to deal with the Taliban on an almost daily basis so the schools can be kept open for boys and girls. This remarkable local initiative could be transformed into a nationwide initiative for dialogue and mediation.
SPIEGEL: What you are proposing is a paradigm shift.
Rashid: Exactly, the West would be well advised to change its approach towards failing states. At present, no major power can find the correct ways and means --and the numbers of failing states are increasing, almost as if there were a race going on. This year we watched the collapse of Mali, a consequence of the Libyan civil war. The south of Libya and Mali, and Niger too, are well on the way to becoming a no-man's land. After 9/11, George W. Bush and Tony Blair made the promise that they would not tolerate failed states because they could become a haven for terrorists. And today? The number increases. Last year it was Yemen, this year it is the southern Sahara.
SPIEGEL: What do you suggest? A military intervention surely can no longer be an alternative.
Rashid: It would have been better if the United Nations had sent a team to Mali right away to mediate between the government and the rebels. But where is the political initiative? The Americans make their usual recommendations. They want to train the army for the fight with the rebels. US special forces are already in Mali.
SPIEGEL: The promise that Bush and Blair made can hardly be kept after the experiences in Iraq and Afghanistan. In the near future, the United States can probably not be persuaded to launch military interventions.
Rashid: The United States only knows one form of intervention and that is the military one. Everything depends on drawn weapons. We should, however, develop a wider scope of action. And we should learn to be patient.
SPIEGEL: But did you not welcome the military intervention in Afghanistan in 2001?
Rashid: At that time, I assumed that the Afghans were incapable of dealing with the Taliban. They were exhausted from the civil war, they had suffered defeats, they were economically destitute, the unrest in the country was enormous. They had a famine. India, Pakistan and Iran waged a proxy war in Afghanistan. Al-Qaida supported the Taliban financially, which provided a basis for them. There was no alternative to America's military intervention. Therefore I welcomed it, yes.
SPIEGEL: You have always complained that the United States neglected Afghanistan because of the war in Iraq. What should have been the second step after the occupation?
Rashid: Very simple, economic development. The civil war was over and the Taliban was no longer there. Troops were necessary to guarantee security. To that end, back then the United States stationed 20,000 soldiers in Afghanistan, but that was not enough. And so they left the security to the Afghan warlords. The CIA consulted with them and by doing so destroyed the morale of the Afghans. They hated the warlords.
SPIEGEL: But quite a few billion dollars also went into building up the country. What happened with that money?
Rashid: In 2001 USAID, the American governmental organization for international development that was founded during the Cold War, invited me and several others to give them suggestions on how development should be carried out after 9/11. We told them that in the next 10 years the United States should make $5 billion available for Afghanistan every year -- enough to revitalize the economy, invest in infrastructure and rebuild education and health. A third-world country like Afghanistan could not possibly absorb more than these five billion. Five billion was peanuts back then. Much money came in but it went to the wrong things, such as making payoffs to the warlords. There was insufficient investment in infrastructure until much later, and the same went for building a self-sustaining economy and agriculture. We suggested major investments in agriculture, as Afghanistan happens to be a land of farmers. Until 2010 nothing was allocated. Richard Holbrooke, whom Obama appointed special envoy of the region, was the first who saw the necessity of investing in agriculture.
SPIEGEL: Obama changed quite a few things in his Afghanistan policy. He increased the number of troops and at the same time set the US withdrawal date to 2014. That was America's next mistake.
Rashid: That was the biggest mistake Obama could have made. Now the United States has to ensure that Afghanistan does not immediately collapse after being left to itself in 2014.
SPIEGEL: In your lifetime, you have witnessed the interventions of two super powers. What did the Soviet Union leave behind?
Rashid: The Soviets held to the tradition of colonialism. They raped the country and killed many people. But they also built dams, electrical power plants, streets, and technical schools. They were communists and had the same vision for Afghanistan that Stalin and Lenin had for the Soviet Union: Progress is communism plus electrification. And today? Today Kabul gets its electrical power from Uzbekistan, Herat from Iran and Jalalabad from Pakistan.
SPIEGEL: And what is the West's legacy in Afghanistan?
Rashid: America does not hold to the colonial tradition. America came, liberated Afghanistan from the Taliban and al-Qaida, came to an arrangement with Hamid Karzai, wanted to organize elections as soon as possible and then withdraw. The Bush administration had an obsession with democracy building. They thought that once there is a democracy, everything else will fall into place. If today you speak to the architects of the 2001 Afghanistan Conference in Bonn, they will tell you that instead of being fixated on elections, we should have built a state with an army and a police force first.
SPIEGEL: Even after the withdrawal, some US troops will remain in Afghanistan. How many should stay?
Rashid: The Americans estimate that 15,000 to 20,000 soldiers will fight terrorists from their various bases. That makes me think of Iraq, where the US also wanted to station 20,000 soldiers. The Iraqis encouraged them to leave.
SPIEGEL: Do you think that something similar will happen in Afghanistan?
Rashid: If Afghan soldiers continue to kill American soldiers as is happening these days, it can hardly be assumed that they will stay in Afghanistan in the long term. And what role are they to play? There will not be enough soldiers to ensure the security of the country. But will the US still be permitted to kill terrorists in Afghanistan and Pakistan with un-manned drones? That could worsen the situation in the neighboring states and they could view Afghanistan as a threat.
SPIEGEL: After 2014, will the Taliban again play a role in Afghanistan, whether the West likes it or not? Is Mullah Omar still the same stone-age Islamist he was 11 years ago?
Rashid: I believe that the Taliban are just as worn out from war as all of the other parties are. Perhaps they realize that they cannot win another civil war, particularly since Iran and India are boosting and protecting their own allies against the Taliban. Therefore, the Taliban cannot defeat the North. Should they aim to conquer the whole country, the world would turn its back on Afghanistan, including the United Nations. Then there would be no more money for Afghanistan, and that also goes for the $4 billion the West promised in Tokyo for the economic build-up. The Taliban would be well advised to come to an agreement with the government in Kabul, because they have the access to the money from the West.
SPIEGEL: But then the Taliban of today would no longer be the Taliban of yesterday.
Rashid: I think they are ready to compromise.
SPIEGEL: You have known Hamid Karzai for decades. What do you think of him today?
Rashid: He is a survivalist. But he has also deepened the ethnic divide in the country. He has neither fought against corruption nor against crime. He has not reformed the justice system. He has personalized his leadership, and in that respect he is similar to his father. During his father's lifetime there was the king, and he negotiated matters with the tribal leaders. Fifty years ago this form of rule was pretty normal, but today that is no longer the case.
SPIEGEL: In 2014 the new president of Afghanistan will be elected. Karzai cannot run again after two terms. Who will be his successor?
Rashid: Someone from his cabinet, someone whom he trusts. In any event it will be a Pashtun. If, however, the fighting in the country still continues in 2014, matters will be difficult. In 2008, Karzai rigged the election in part because a large number of Pashtuns in areas with a lot of fighting going on could not cast their vote. If that dilemma is repeated in 2014, a candidate from the North could win the majority. But Afghanistan is not yet ready for a president who is not a Pashtun. For that reason too, an armed truce in 2014 is important.
SPIEGEL: The emerging world powers India and China border on Afghanistan and Pakistan. What are the opportunities this neighborhood offers to the smaller countries?
Rashid: The neighbors have for many decades been accustomed to exerting control in Afghanistan. But Pakistan, with its fundamentalism, with its multitude of terrorist groups, with its declining economy can hardly be curtailed. The key for any change to this permanent and ever-increasing calamity is the relationship to India. India will not trust Pakistan as long as its secret service and army allow tens of thousands of militants to fight in Kashmir, and as long as it has to anticipate another assassination plot like that in Mumbai in 2008.
SPIEGEL: Mr. Rashid, thank you for this conversation.
quarta-feira, 14 de julho de 2010
Pessoal, sinto muito: a empresa faliu, vamos fechar a barraca...
Será que dá para decretar a falência de um país, encerrar o empreendimento e mandar o pessoal procurar emprego em outra parte?
Acho que sim: o Haiti está tão devastado, que ele pode virar terreno de tiro para o exército americano, e acomodar os haitianos no Alaska (pagam um bom subsídio para quem quiser morar lá, talvez como proteção contra ursos selvagens, não que isso seja um problema para Sarah Palin...).
Bem, falando sério, acho que é preciso reconhecer que certos países não deram certo -- Somália, Haiti, Afeganistão -- e que talvez seja o caso de considerar outras hipóteses...
When do we pull the plug on a country?
David Rothkopf
Foreign Policy, 13.07.2010
What if the idea of Haiti as a country simply won't work?
They have been trying for two centuries. Even before the horrific tragedy of the earthquake six months ago, Haiti festered. The economy has averaged one percent growth per year for the past four decades. Haiti's per capita income places it 203rd among all nations. In purchasing power parity terms, it is $1,300 per year, putting it roughly on the same level as Uganda, Burkina Faso and Mali. In nominal terms, the per capita number is only $790, the lowest in the Western Hemisphere by far -- despite Haiti's proximity and ties to the richest economy on earth and aid flows and commitments nearing $10 billion since 1990.
This is not a new phenomenon. The Haitian experiment as a free republic that began with the successful slave rebellion of Toussaint L'Ouverture and Jean Jacques Dessalines in the first years of the 19th century has by many measures been a failure since the beginning. Today, Haiti's per capita GDP is less than a sixth that of the country with which it shares the island of Hispaniola and therefore many characteristics and circumstances, the Dominican Republic.
Haiti has had dictatorships and democracy, external rule and global assistance. Throughout its history, its governments have failed virtually all the most rudimentary tests of administrative or policy competence. It has seen almost three dozen coups, averaging one every six years or so. Haiti ranks 126th in the world on education expenditures. Roughly half the population is illiterate. Something like 8 out of 10 college graduates emigrate. The country has only the most rudimentary telecommunications, power generation or transport infrastructure outside of Port au Prince. The majority of people didn't have access to basic health care even before January's earthquake. The leadership has consistently been viewed as corrupt, and its elites have consistently been viewed as out of touch with its people. The top one percent of the population control almost 50 percent of the country's assets. It is almost alone amongst the nations of the Caribbean to be unable to take advantage of the potential for tourism. Deforestation and ill-considered agricultural practices have decimated agri-business on the island-with a few notable exceptions. Manufacturing has never taken in a meaningful way despite much vaunted efforts to manufacture baseballs or clothing.
The human tragedy of Haiti is unspeakable. The promise of its people remains great.
But what if the concept of Haiti is the problem? Haitians speak French and Creole as a vestige of a colonial era that began its decline over two centuries ago. That the island is divided between French and Spanish speaking halves is yet another consequence of European historical caprice. The country's people are descendants of slaves who were torn from Africa and subjected to inhumane treatment as a consequence of a despicable and fundamentally immoral economic model that was recognized as intolerable and unsustainable also decades before the country's founding.
In other words, the country has been shaped in many important ways by conditions that are virtually irrelevant to the modern world. Which raises the question: When does the statute of limitations run out on the idea behind a country's existence?
That's not to say that a people's right to self-determination ever expires. Rather it is to say that there may well be a time that it is in the interest of the people of a country like Haiti and its neighbors to determine that the experiment has failed. I realize this is an incrediblly inflammatory notion. It is certainly neither offered lightly nor without regard for the Haitian people, for whom I have the greatest respect, admiration and affection.
Rather it is to say, how much longer can the world write checks for billions, undertake initiatives doomed to failure, deal with governments gutted either by circumstance (the earthquake) or incompetence (virtually every other Haitian government)? There is a cost to the Haitian experiment and of course, it is not just measured in the outlays of international institutions or NGOs. Its more painful toll is measured in the costs to the Haitian people -- either during natural disasters (and hurricane season will soon come to a nation which currently has a million people homeless or housed in flimsy tent camps) or as a consequence of the year-in and year-out inability of the government to educate them, raise their standard of living, create new jobs, mine some sort of hope from the despair of the country's shanty-towns and villages that are dirt poor but filled with vibrant, energetic people.
Should nations that can't stand alone consolidate with neighbors? Should they break into different pieces? Should they develop different relationships with large countries with whom they share affinities? Should they be able to enter periods of protected restructuring like companies in bankruptcy? Should they, at the very least, start to question more seriously the underlying concepts that have, after decades or centuries, left them chronically poor, uncompetitive, unstable?
We treat the "right to nation" like it were a theological construct. But countries, like companies, like families, like churches, like all human organizations are just conceptual structures designed to produce a better life for the people within them. If all evidence suggests that the concept is flawed in some key way, we need to ask: When does it become time to reconsider, reinvent and explore new avenues that might better serve those who currently suffer without real hope of change? We can all think of other countries that might benefit themselves and the global community at large from such reconsideration.
Does this mean we should stop trying to help Haiti rebuild or to re-emerge from the current disastrous conditions? Of course not. Indeed, given the amount of dithering around helping Haiti that has occurred over the past six months, decency demands we redouble our efforts ... and then some. It is appalling that the oversight commission has only met once and has yet to appoint an executive director. It is appalling that the government of Haiti -- devastated as it has been -- has been so devoid of leadership. The country can emerge stronger if the world unites to help it as we must.
No, the reason I raise the issue is that after decades of watching Haiti (and many other countries) struggle with resource limitations, cultural obstacles, competitive disadvantages and chronic crises, I just think it is worth asking whether we need to be bolder in our approach to finding solutions and to truly ask ourselves what we would and could do if we sought to truly serve the people of these countries rather than the ideas of long dead founders, the consequences of long-forgotten geopolitical twists and turns or the objectives of elites who benefit from old ideas that no longer benefit anyone other than the few.
…………………………………………………
Biographical note on David Rothkopf:
David Rothkopf is the internationally acclaimed author of Superclass: The Global Power Elite and the World They are Making (Farrar, Straus and Giroux, March 2008), now available in over two dozen editions worldwide, and Running the World: The Inside Story of the National Security Council and the Architects of American Power (PublicAffairs, 2005), hailed by The New York Times as "the definitive history of the National Security Council." His next book, on the tug of war between public and private power worldwide and its consequences, is due out from Farrar Straus & Giroux late this year.
Rothkopf is President and CEO of Garten Rothkopf, an international advisory firm specializing in transformational trends especially those associated with energy choice and climate change, emerging markets and global risk. He is a visiting scholar at the Carnegie Endowment for International Peace where he chairs the Carnegie Economic Strategy Roundtable. He was formerly chief executive of Intellibridge Corporation, managing director of Kissinger Associates and U.S. Deputy Under Secretary of Commerce for International Trade Policy.
Rothkopf has also taught international affairs and national security studies at Columbia University's School of International and Public Affairs and Georgetown's School of Foreign Service, has lectured widely and is the author of over 150 articles for leading publications worldwide.