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.

domingo, 14 de março de 2021

The Chimera of Globalist Empire (mas preservando a quimera do decoupling) - Andrew A. Michta (The National Review)

 Inacreditável: mesmo quanto um analista reclama da HUBRIS do Império americano, ele ainda acha que os EUA devem fazer o "decoupling" da China, o que exatamente o que o Mentecapto do Trump estava fazendo. Sair da globalização, significa sair das cadeias de valor, e vai prejudicar as empresas e os consumidores americanos.

A visão confrontacionista que mesmo os melhores analistas acadêmicos mantêm sobre a China é absolutamente negativa para o FUTURO dos EUA.

Paulo Roberto de Almeida

 

The Chimera of Globalist Empire

For decades, our elites pursued with near-religious zeal the fantasy of a ‘liberal global order,’ at the expense of the homeland. Have they learned anything?

Andrew A. Michta

The National Review, Nova York – 9.3.2021

 

As we struggle through the COVID pandemic and look for a way back into relative “normalcy,” now may not seem the right time to ask bigger questions about America’s political trajectory over the last three post–Cold War decades. But this is precisely the time to take stock and consider why and how we have reached what could reasonably be seen as a point of national crisis. In just one generation, a country that in 1991 stood at the peak of its power and influence has been hobbled by internal spasms and external political pressure that is increasingly testing the extant international order America claims to have put in place. Today the very viability of the United States’ democracy is under strain, and yet we hear that when it comes to our foreign and security policy, “America is back,” presumably signaling the return to the status quo before the Trump administration.

At the root of America’s decline since its victory in the Cold War lies ideological hubris that has defined the path to globalist empire that would manifest fully in the decades of post–Cold War triumphalism. In foreign and security policy for three decades now, our elites have pursued with near-religious zeal the fantasy of a “liberal global order” underwritten, presumably indefinitely, by American military power. Amidst the declarations that “history has ended” and the United States had a duty to seize its “unipolar moment,” few paused to think of the ghastly collectivist nature of the imperial project that was suddenly on offer. As our political establishment’s imperial ambitions grew, its concern over the impact at home largely dissipated, with trillions invested in overseas projects rather than spent on modern infrastructure, education, and the health of American citizens. At that moment of Washington’s triumph over the Soviet Union, the only question asked — now that America’s power was no longer checked by a superpower adversary — was what the United States could do to reshape the world in its image. Not once did it pause to ask if it should do this just because it could.

The triumph of globalist ideology was fueled by the fervent belief among our policy and business elites that America was poised to consummate the final stage in the natural order of societal evolution. Presumably the offshoring of manufacturing and transnational financial flows would lead to a final incarnation of Kantian democratic peace, while also allowing American corporations to leverage labor arbitrage in China as they moved away from the American market and into a global market, in the process shooting the corporate bottom line into the proverbial stratosphere. Meanwhile Washington’s permanent foreign-policy and national-security apparatus readied itself to preside over an unprecedented extension of its power and influence into ever-expanding geographic and political domains.

The post–Cold War American imperial project rested on an initially correct assessment of the relative power distribution worldwide. Indeed, for a fleeting moment in 1991, for the first time since 1945, America was truly paramount on a global scale by all indices of economic and military power. Briefly it seemed to have also gained an undisputed ideological license, for even Russia, its most sworn erstwhile enemy, threw itself headlong into its own democratic capitalist experiment, only to recognize within a decade that culture and deeply ingrained behavioral patterns — buttressed by the unyielding logic of geography — often define what is possible. The reality check and course correction for the Washington consensus should have been the implosion of Yeltsin’s corrupt Russian state, for the 2000 inauguration of Vladimir Putin as the new president was a clear and tangible repudiation of America’s liberal internationalists’ theorizing.

But fate intervened and the 9/11 terror attacks on New York and Washington foreclosed all debate on the validity of the regnant ideology. The purpose of the “liberal international order” thus carried with it the ultimate justification of “securing the world to secure America,” which for the next two decades would form the unquestioned Washington consensus. This ideology would pull the country into a morass of secondary military theaters where U.S. forces were asked not just to defeat and punish the nation’s enemies, but first and foremost to bring about a comprehensive systemic transformation with “democracy building,” “nation-building,” and other breathless semantic curiosa oozing from premier D.C. think tanks into policy. The impulse to build a great American global empire overshadowed in short order rational calculations of state-on-state threats or the nation’s economic interests, fostering a devastating myopia when it came to communist China’s geostrategic ambitions, which only grew with each decade.

The American imperial project compelled fundamental changes in how Americans live at home, with the existence of a permanent surveillance state no longer questioned. The country’s armed forces were remade along the precepts of various and sundry counterinsurgency strategies, with the conflict in Afghanistan morphing into a staccato of 20 (and counting) one-year campaigns, each with the same strategic non-outcome. Over the past three decades, trillions of dollars have been spent on fatuous “regime change” projects aimed at bringing democracy to the Middle East, all while American technology, jobs, and capital have been shipped to Asia at an ever greater rate to fuel the one and only successful case of “nation building” since the end of the Cold WarThis is the modernization of communist China, both its economy and its military, but with none of the “democratization” that the proponents of globalization once predicted.

Comparisons between today’s America and the empires of yore are plentiful but ultimately too glib for comfort, as history does not simply repeat itself, even if it rhymes on occasion. Still, the last four years have shown how far the chimera of globalist empire has deconstructed the American nation and how much in denial about this process — or perhaps truly unable to understand it — were our political elites. The election of Donald Trump in 2016 was a warning shot across the bow of the tensions percolating within the country’s body politic, following decades of internal social engineering, globalist politics, and warfare abroad. The fact that a New York real-estate developer and television celebrity would not only defeat a slew of his party’s candidates in the primaries but then go on to win against arguably the best-funded and best-supported Democratic candidate to date sent shock waves across the American political and media establishment. Nonetheless, instead of forcing a dose of humility and soul-searching to ask the obvious question of what the ruling class had done wrong to suffer such an outright rejection of the status quo, the spin became one of foreign interference as the sole explanation of the Democrats’ loss.

Yet now with the Trump administration gone and the Biden administration just sworn in, have our elites learned anything? It appears not much, if at all, for the business community refuses to decouple from Chinese supply chains, while our foreign-policy elite has once again recommitted the country to a globalist imperial project. Those who govern America seem unwilling or unable to recognize that after three decades of such policies, the nation’s coffers are empty, the nation’s resilience — as the COVID crisis has demonstrated — all but gone, and our international standing increasingly eclipsed by China and Russia, two near-peer military competitors united in their opposition to the United States.

The American nation is in the midst of a profound domestic political crisis that threatens its very integrity to a degree unseen since the Civil War, brought about to a large degree by the country’s overextension abroadWe seem to have lost a sense of the limits on our own ability to bend the world power distribution to our will. Most of all, we seem bereft of the skills needed to work regional power balances in our favor, ever less mindful of the fact that it should always be the security and prosperity of the American people, rather than visions of a brave new global order, that is the sacred trust of every member of Congress and the executive. In an international system marked by the rising power of China and the revisionist power of Russia, our strategy should be one of leveraging regional alliances and partnerships, rather than clinging to the illusion of underwriting an American global hegemony that, in reality, never truly was. The United States still has ample resources, both economic and military, to work with allies who share not just our values but, most importantly, our national-security priorities, and therefore are willing to do their part and shoulder their security burden — at a minimum, close to home. Our core alliances and partnerships should reflect a shared threat assessment and sense of obligation when it comes to national security and defense. This was once the foundational premise of American foreign and security policy, and it should be again today.

Our leaders’ failure to understand the currents of world politics and economics is at the root of our accelerated decline. If not halted forthwith — including the imperative of decoupling our core strategic supply chains from China so that we can guard our intellectual property, compete, and win — the continuation of the globalist imperial path will force us into a binary choice of possible trajectories going forward. One path would be marked by the accelerated fragmentation of the American nation along group lines, with the racialization of our society ending in the final deconstruction of our national identity. The country would gradually lose the ability to set its own course in the international system, with foreign policy eclipsed by growing chaos at home. This would transform the United States into a tributary to the emerging Eurasian system built around Chinese power.

The other possible outcome is a fully imperial end-state, the globalist project subsumes and dominates American domestic institutions, further abridging individual freedom and liberty at home while our elite class governs not on behalf of but over the populace. The triumph of globalism — should it come to that — would mean the end of the American nation and American democracy as we know it, for transnational agendas cannot be squared with the core requirement of sovereign self-government by free people. While the first outcome carries with it the seeds of the United States’ destruction, the second ensures the preservation of the state itself by redefining the social contract and the political rules of the game. Still, either one will mean that the American republic has been fundamentally transformed.

ANDREW A. MICHTA is the dean of the College of International and Security Studies at the George C. Marshall European Center for Security Studies. The opinions expressed here are those of the author and do not reflect the official policy or position of the George C. Marshall European Center for Security Studies, the U.S. Department of Defense, or the U.S. government.

 

Você apostaria o seu futuro numa criptomoeda? O inventor do BRIC não tomaria esse risco: Jim O'Neill (The Telegraph)

Eu não apostaria minha pouquíssima fortuna numa moeda digital, tão voláteis são esses ativos financeiros.

The Bitcoin Lottery

The sudden rise of "special purpose acquisitions companies" and cryptocurrencies speaks less to the virtues of these vehicles than to the excesses of the current bull market. In the long term, these assets will mostly fall into the same category as speculative "growth stocks" today.

Jim O’Neill

The Telegraph, Londres – 10.3.2021

 

 I was recently approached about setting up my own “special purpose acquisition company” (SPAC), which would allow me to secure financial commitments from investors on the expectation that I will eventually acquire some promising business that would prefer to avoid an initial public offering. In picturing myself in this new role, I mused that I could be doubly fashionable by also jumping into the burgeoning field of cryptocurrencies. There have been plenty of headlines about striking it big, quickly, so why not get in on the action?

Being a wizened participant in financial markets, I declined the invitation. The rising popularity of SPACs and cryptocurrencies seems to reflect not their own strengths but rather the excesses of the current moment, with its raging bull market in equities, ultra-low interest rates, and policy-driven rallies after a year of COVID-19 lockdowns.

To be sure, in some cases, pursuing the SPAC route to a healthy return probably makes a lot of sense. But the fact that so many of these entities are being created should raise concerns about looming risks in the surrounding markets.

As for the cryptocurrency phenomenon, I have tried to remain open-minded, but the economist in me struggles to make sense of it. I certainly understand the conventional complaints about the major fiat currencies. Throughout my career as a foreign-exchange analyst, I often found that it was much easier to dislike a given currency than it was to find one with obvious appeal.

I can still remember my thinking during the run-up to the introduction of the euro. Aggregating individual European economies under a shared currency would eliminate a key source of monetary-policy restraint – the much-feared German Bundesbank – and would introduce a new set of risks to the global currency market. This worry led me (briefly) to bet on gold. But by the time the euro was introduced in 1999, I had persuaded myself of its attractions and changed my view (which turned out to be a mistake for the first couple of years, but not in the long term).

Similarly, I have lost count of all the papers I have written and read on the supposed unsustainability of the US balance of payments and the impending decline of the dollar. True, these warnings (and similar portents about Japan’s long-running experiment in monetary-policy largesse) have yet to be borne out. But, given all this inductive evidence, I can see why there is so much excitement behind Bitcoin, the modern version of gold, and its many competitors. Particularly in developing and “emerging” economies, where one often cannot trust the central bank or invest in foreign currencies, the opportunity to stow one’s savings in a digital currency is obviously an inviting one.

By the same token, there has long been a case to be made for creating a new world currency – or upgrading the International Monetary Fund’s reserve asset, special drawing rights – to mitigate some of the excesses associated with the dollar, euro, yen, pound, or any other national currency. For its part, China has already introduced a central bank digital currency, in the hopes of laying the foundation for a new, more stable global monetary system.

But these innovations are fundamentally different from a cryptocurrency like Bitcoin. The standard economic textbook view is that for a currency to be credible, it must serve as a means of exchange, a store of value, and a unit of account. It is hard to see how a cryptocurrency could meet all three of these conditions all of the time. True, some cryptocurrencies have demonstrated an ability to perform some of these functions some of the time. But the price of Bitcoin, the canonical cryptocurrency, is so volatile that it is almost impossible to imagine it becoming a reliable store of value or means of exchange.

Moreover, underlying these three functions is the rather important role of monetary policy. Currency management is a key macroeconomic policymaking tool. Why should we surrender this function to some anonymous or amorphous force such as a decentralized ledger, especially one that caps the overall supply of currency, thus guaranteeing perpetual volatility?

At any rate, it will be interesting to see what happens to cryptocurrencies when central banks finally start raising interest rates after years of maintaining ultra-loose monetary policies. We have already seen that the price of Bitcoin tends to fall sharply during “risk-off” episodes, when markets suddenly move into safe assets. In this respect, it exhibits the same behavior as many “growth stocks” and other highly speculative bets.

In the interest of transparency, I did consider buying some Bitcoin a few years ago, when its price had collapsed from $18,000 to below $8,000 in the space of around two months. Friends of mine predicted that it would climb above $50,000 within two years – and so it has.

Ultimately, I decided against it, because I had already taken a lot of risk investing in early-stage companies that at least served some obvious purpose. But even if I had bet on Bitcoin, I would have understood that it was just a speculative punt, not a bet on the future of the monetary system.

Speculative bets do of course sometimes pay off, and I congratulate those who loaded up on Bitcoin early on. But I would offer them the same advice I would offer to a lottery winner: Don’t let your windfall go to your head. (Project Syndicate)

 

Jim O’Neill, a former chairman of Goldman Sachs Asset Management and a former UK treasury minister, is Chair of Chatham House.

O "capitalismo com características chinesas" adota um plano qualitativo de desenvolvimento tecnológico e social sustentável (Global Times)

A China é decididamente globalista, multinacional, sustentável e envereda agora por um novo plano quinquenal, que não se parece nada com os planos socialistas do passado, baseados em indicadores econômicos puramente quantitativos. Ela visa agora segurança alimentar, energética e suficiência tecnológica, ademais da sustentabilidade.

Ela tem fragilidades, nomeadamente na área demográfica – quantitativa e qualitativamente – e na área financeira, mas acredito que a energia de seu povo e a qualidade do seu mandarinato – coisa histórica, dos últimos 2 mil anos – permitirá que ela realize a maior parte de seus objetivos.

Mais importante: ela vai ser a locomotiva da economia global, como revelado aqui:

"China has contributed nearly 30 percent in global growth on average over the past two decades, the top growth driver since 2006, according to officials and experts. In the next five to 10 years, China will continue to contribute between 25 percent and 30 percent to global economic growth, experts said." 

 Boa sorte à China...

Paulo Roberto de Almeida


China’s 5-year plan to lead global recovery

GT staff reporters

The Global Times, Pequim – 10/03/2021

 

China is aiming to lift its economic, technological and national strength to a new, higher stage in the next five years, under a sweeping blueprint that has put heavy emphasis on improving domestic economic conditions, boosting technological innovation and national security, while leaving sufficient room to cope with mounting risks and challenges, officials said on Monday.

In a break from a decades-long tradition, China's 14th Five-Year Plan (2021-25) did not set a specific GDP growth target - for the first time in the country's history of making up five-year plans - but instead stresses goals in other indicators, including unemployment rate, energy consumption and carbon dioxide emissions, in line with a mission to improve people's livelihood and quality of development. The change also reflected mounting uncertainties for the Chinese economy, including severe global conditions, a shaky domestic recovery with constraints on consumption and investment, officials and analysts said.

But the world's second-largest economy is widely expected to continue to take the lead in the global recovery from the COVID-19 in the coming years, and various policy initiatives in sectors such as consumption, environmental protection, market reform and opening are set to offer great opportunities for businesses and products from around the world, foreign firms and experts noted.

 

Historic plan

 

The 14th Five-Year Plan has been submitted for review at the ongoing two sessions. Coming at a critical inflection point for China's social and economic development, the sweeping plan - with 192 chapters and 74,000 Chinese characters - offered ambitious development goals and detailed plans for the next five years, officials said on Monday.

Among the key highlights are two historic firsts. For the first time, the new Five-Year Plan did not include a specific GDP growth target and instead announced that growth would be kept in "reasonable range" and an annual target would be set based on the specific conditions each year. In the 13th Five-Year Plan (2016-20), a growth target of above 6.5 percent on average was set.  While GDP growth was maintained above 6.5 percent in the first three years, the COVID-19 pandemic brought the five-year average to around 5.7 percent.

Also for the first time, the plan contained a special section for development security, aiming to bolster national security system and capabilities and setting arrangements to ensure food, energy and financial security.

The plan contains 20 main indicators covering a wide range of areas, including eight obligatory targets, with seven focusing on ecological protection and security support. Among them, targets for food and energy production were included in the five-year plan for the first time. On food security, for example, the new plan said that China would adhere to the 1.8 billion mu (120 million hectares) red line of cultivable land to ensure food security.  

"In setting the target, [the plan] adheres to science and rationality, and it is inspiring and practical, while leaving room for dealing with uncertainties," Hu Zucai, deputy director of the National Development and Reform Commission (NDRC), the country's top economic planner, told a press conference on Monday.

Specifically, the plan aims to implement a "dual circulation" development strategy that focuses on boosting the domestic market, enhancing technological self-efficiency and independence with significant increase in research and development (R&D), and bolstering environmental protection through investments in renewable energy.

For example, basic R&D expenditure is set to grow over 7 percent during the new five-year period, outpacing anticipated economic growth, and the environmental protection sector is set to reach a trillion yuan, officials said.

"The overarching theme of the 14th Five-Year Plan is improving our own domestic conditions, boosting quality of growth and people's livelihood, and strengthening environmental protection," Chen Fengying, a research fellow at the China Institutes of Contemporary International Relations, told the Global Times. She added that the plan is ambitious and pragmatic by taking into account the risks and challenges ahead.

At a press conference on Monday, officials also acknowledged lingering challenges that need to be addressed, even as the country aims for higher development goals. 

"The sustained and stable recovery of our country's economy still faces some risks and challenges," Ning Jizhe, deputy head of the NDRC, said at the briefing, pointing to the lingering COVID-19 pandemic, complex and severe global economic conditions with increased instability and uncertainty, and still incomplete domestic recovery with constrained consumption and investment.

In addition, China is also facing an increasingly deteriorating external environment, as the US is seeking to crack down on China in a wide range of areas, from trade to technology, to finance.

"Considering that there are still great uncertainties in the external environment in the next five years, not setting a specific quantitative growth target will help more actively, proactively and calmly respond to various risks and challenges," said Hu from the NDRC.  

 

Global confidence

 

However, despite the risks and certainties, China's economy is widely expected to further consolidate its lead in the global recovery from COVID-19 with relatively high speed growth, while its ever-expanding consumer goods market is set to overtake that of the US as the world's largest.

While officials did not set a specific growth target, analysts said that an average growth of between 4.7 percent and 5 percent is needed for the next 15 years to reach various goals which have been set for 2035. That would put China in place as one of the world's biggest growth drivers.

"The 14th Five-Year Plan focuses on domestic development, but, given the size of the Chinese economy and the important role it plays in the global economy, the plan also offers a bright spot for the global economy at this difficult time," Bai Ming, deputy director of the Ministry of Commerce's International Market Research Institute, told.

China has contributed nearly 30 percent in global growth on average over the past two decades, the top growth driver since 2006, according to officials and experts. In the next five to 10 years, China will continue to contribute between 25 percent and 30 percent to global economic growth, experts said.

The 14th Five-Year Plan has already drawn widespread attention from foreign businesses in China, with many expressing interest in new development focuses in areas such as environmental protection, technological innovation and pharmaceuticals. 

"Not only has China successfully managed the COVID-19 outbreak and become the only country to have economic growth in 2020, it also has a clear path forward to become a leading driver of technological innovation. More importantly, China's focus on sustainable development is an important goal that British businesses are keen to support," the British Chamber of Commerce in China said in a statement it sent to the Global Times.

US medical device producer Boston Scientific, which recently signed an agreement on equity investment, technology transfer and localized production in Chengdu, Southwest China's Sichuan Province, is also looking to expand its business in China in the coming years. 

"It is hoped that under the guidance of the 14th Five-Year Plan and the support of relevant policies, the company can join hands with all partners to accelerate the innovation of medical technologies and business models," June Chang, president of Boston Scientific in China, said in a statement sent to the Global Times on Monday.

 

At the press conference on Monday, Ning from NDRC said that China will further reduce the negative list for foreign investment and continue to encourage foreign investment in more sectors, especially in advanced manufacturing, high and new technology, energy conservation and environmental protection.

 

Entrada e fuga de capitais do Brasil - Ricardo Bergamini, Eudes Lima (ISTOÉ)

 Se me perguntassem sobre o nível do debate econômico no país, eu diria que é uma razoável aproximação do Q.I. das amebas (Roberto Campos).

 

Prezados Senhores

 

De 1995 até 2002 (FHC) o Brasil gerou uma saída líquida (fuga) de US$ 22,2 bilhões; de 2003 até 2010 (Lula) o Brasil gerou uma entrada líquida (captação) de US$ 210,5 bilhões; de 2011 até 2018 (Dilma/Temer) o Brasil gerou uma entrada líquida (captação) de US$ 65,7 bilhões; de 2019 até janeiro de 2021 (Bolsonaro) o Brasil gerou uma saída líquida (fuga) de US$ 69,8 bilhões. 

 

Os brasileiros terão que aprender, de uma vez por todas, que os discursos internos que empolgam os seus súditos (não são eleitores), não servem para o público externo, por isso o mundo está assustado com o Brasil. 

 

Cabe lembrar que essas informações macroeconômicas divulgadas pelo governo são destinadas ao público externo, não para o público interno, que não tem nenhum interesse no assunto.

 

Em 2019, sem pandemia, já havia ocorrido uma fuga de US$ 44,7 bilhões. 

 

Qual grupo econômico racional iria aguardar o destino do Brasil, que será travado entre dois sindicalistas primatas (Bolsonaro e Lula)? Somente ficarão no Brasil os especuladores.

 

Estamos num país de imbecis, onde alguns falsos liberais, que estão na folha de pagamento do SECOM do Bolsonaro, pregam a ditadura militar como solução. O capital estrangeiro se pirulita.


Ricardo Bergamini

 

A fuga das multinacionais

 

Empresas estrangeiras fogem dos riscos da economia brasileira e migram para outros mercados. A instabilidade política e jurídica soma-se ao “Custo Brasil”, cada dia mais alto por conta das medidas erráticas do governo e da falta de reformas estruturantes

  

Eudes Lima

ISTOÉ, 12/03/21

 

 Empresa japonesa anuncia fechamento da sua fábrica na Zona Franca de Manaus: 300 empregos cortados 


“As marcas se reposicionam conforme as suas necessidades. Ninguém quer ficar no Brasil, um País cheio de incertezas” Vladimir Maciel, professor de economia

 

Há uma onda de empresas estrangeiras que fogem do Brasil. Depois de 48 anos a Sony anunciou o fechamento da indústria na Zona Franca de Manaus, com o fim de 300 empregos diretos. Mais a crise envolvendo companhias de capital internacional no País não se limita à fabricante japonesa. A indústria automobilística talvez seja a que mais falta fará à economia nacional: Ford, Audi e Mercedes estão deixando o País em busca de novos mercados. O grupo suíço do ramo farmacêutico Roche já havia comunicado, em 2019, que entre quatro ou cinco anos deixará o Brasil. Tantas outras empresas seguem o mesmo caminho e também já saíram, como é o caso da Nike, Fnac, Walmart, Nikon, Brasil Kirin, Häagen-dazs, Glovo, RR Donnelley, Lush Cosméticos, Kiehl’s e Eli Lilly. É um verdadeiro êxodo. O economista da Universidade Presbiteriana Mackenzie, Vladimir Maciel, diz que a desindustrialização no Brasil corre de forma acelerada, sobretudo depois da pandemia que agilizou mudanças nos processos de produção e consumo. “As marcas se reposicionam conforme as suas necessidades. O problema está na relação entre saídas e entradas. Ninguém quer ficar no Brasil, um País cheio de incertezas”, explica.

 

 



 

Motivos para investir aqui são menores dos que para sair. Os empresários reclamam dos altos custos de produção, especialmente quanto à elevada carga tributária e ausência de reformas que reduzam o “Custo Brasil”. A falta da Reforma Tributária e a Administrativa deixam o País em permanente crise fiscal, o que cria grande instabilidade econômica. Apenas em 2020, 5.500 indústrias fecharam as portas, segundo pesquisa da Confederação Nacional do Comércio de Bens, Serviços e Turismo. Também há a insegurança jurídica causada com a novela da operação Lava Jato como um dos fatores que afasta o investidor externo.

 

“Bolsonaro deixou claro não se importar com seus principais parceiros internacionais, nem com as consequências de uma pandemia global” Gustavo Braga, economista

 

A década perdida de 1980 está sendo revivida de acordo com economistas e é como se o Brasil não tivesse avançado nada em 10 anos. A instável política econômica do ministro Paulo Guedes e a insensibilidade do presidente da República, que ignora a necessidade de crescimento, consolida a descrença no País. Para o economista Gustavo Braga, “o presidente da República deixou claro não se importar com seus principais parceiros internacionais, nem com as consequências econômicas de uma pandemia global”, afirmou.

 

Muitas das empresas que estão deixando o País o fazem por total desinteresse no mercado com consumidores de renda mais baixa, preferindo países com desenvolvimento mais acelerado. A Roche programou sua saída a partir de 2023. Patrick Eckert, presidente da Roche Farma Brasil, diz que “a estratégia global da empresa para o segmento de medicamentos sintéticos é concentrar os esforços em produtos inovadores de alta complexidade e baixo volume de produção”. Multinacionais avaliam a situação econômica de longo prazo, e de nada adianta colocar a culpa na Covid-19. O mercado nacional está muito atrás dos países emergentes. Prova disso é que não figura mais entre as 10 principais economias mundiais. O PIB caiu 4,1% em 2020 e o levantamento da Austin Rating – agência de classificação de risco – de 9ª economia em 2019, o Brasil irá para 14º lugar em 2021. A queda é temerária. Em 2015 e 2016, o PIB já havia caído 3,5% e 3,3%, respectivamente. Não há nada que aponte para uma recuperação maior no curto e médio prazo.

 

O achatamento da classe média e o empobrecimento da nação acentua a fuga de empresas. O economista Vladimir Maciel lembra que marcas de luxo perdem a cada dia o sentido de continuar produzindo em um País que reduz a massa de compradores de produtos com grande valor agregado. Os carros de luxo são os melhores exemplos. “A multinacional prefere ir para onde tem consumidor com alto poder de compra, sem desemprego e com poder aquisitivo em elevado”, diz Maciel.

 

O incentivo ao empreendimento de novas indústrias também é um obstáculo. A burocracia não estimula a produção. Nada há planejado por uma política de industrialização mínima. Exceção feita ao agronegócio, que caminha com as próprias pernas, a produção interna não tem nenhum norte institucional a seguir. O isolamento internacional, seja nas questões de acordos multilaterais, seja na imagem nas políticas voltadas para o meio ambiente, saúde e educação são fatores que pesam negativamente na atração de novos investimentos. O melhor cenário de retomada após a pandemia não anima para que empresas de todo o mundo voltem a olhar com algum apreço e respeito ao País. O encanto acabou.

 


Mini-reflexão sobre o embate entre adversários e apoiadores de medidas restritivas na luta contra a pandemia - Paulo Roberto de Almeida

 Mini-reflexão sobre o embate entre adversários e apoiadores de medidas restritivas na luta contra a pandemia 

Paulo Roberto de Almeida

Instalou-se no Brasil um “debate” insano entre, de um lado, os apoiadores das medidas restritivas adotadas pelos tomadores de decisões— governadores, prefeitos, chefes de governo em outros países que não o Brasil —, devidamente apoiados em recomendações de infectologistas, epidemiologistas e outros especialistas, assim como pela quase totalidade do pessoal médico e técnicos hospitalares, que não veem outras soluções de curto prazo para salvar vidas senão restringir as liberdades das pessoas e exigir o recurso a medidas preventivas e, do outro lado (no extremo oposto, eu diria) seus opositores, todos aqueles (não especialistas em sua quase totalidade e geralmente de ciências sociais ou leigos) que exigem o respeito à “liberdade” de não se submeterem a essas regras, chegando até a fazer campanha ativa contra as ações restritivas, tentando convencer que elas não só não funcionam, como também pioram a situação econômica de todos.

Só posso dizer que a virulência desse “debate” — em grande medida estimulada pelo insano presidente que nos desgoverna — me surpreende e me entristece.

As pessoas transformaram a CF-88 e o princípio genérico das “liberdades” em monstros metafísicos e acham que as “perdas colaterais” não têm nenhuma importância, desprezando todo o esforço que o pessoal médico e os especialistas fazem para salvar vidas, quantas sejam elas, uma única vida que seja. 

Vidas não têm para essas pessoas nenhuma importância, desde que elas estejam certas de que ninguém vai interferir em sua liberdade de circular como queiram ou em sua liberdade de culto. 

O desprezo pela vida pode assumir muitas formas. A do capitão genocida já sabemos como é e qual é: sua única obsessão é a sua reeleição, para se proteger dos crimes que lhe possam ser assacados, ou aos seus, mesmo se para isso tenha de acumular uma pilha de cadáveres (ele já confessou que o seu “negócio” é a morte).

Estamos descobrindo agora o culto a um contrato social de papel que está consagrado nesta Constituição (as anteriores não a tinham em sua forma absoluta e a próxima talvez não a tenha): palavras tidas por sagradas passam na frente do mais comezinho respeito à vida. 

Parabéns aos novos true believers: uma nova religião se instala no país, como se já não tivessemos tantas indústrias religiosas. Continuaremos contando os mortos, agora com a colaboração daqueles que dizem defender a vida em todas as suas formas.

Paulo Roberto de Almeida

Brasília, 14/03/2021


Sucesso do chanceler acidental, devidamente "interpretado" pelo cronista misterioso do Itamaraty

Sucesso absoluto de EA, a Era dos Absurdos, graças a Ereto da Brocha, o cronista misterioso do Itamaraty. Vejam vcs: postei a brochura sobre o Brasil como "pária internacional" menos de dois dias atrás, e ela já subiu para terceira posição na lista dos mais vistos, sendo que o primeiro ainda é a 2a. edição  da brochura, sob o simpático nome de "Um Ornitorrinco no Itamaraty". 

EA deve estar orgulhoso de seu sucesso, ainda que seja sob a forma da troça, da derrisão, da gozação, do sarcasmo, e isso graças ao humor, a graça, o talento literário e a ironia combinados do Batman do Itamaraty, que não conheço, mas de quem tive o prazer de editar e divulgar suas crônicas desabusadas.

Que o sucesso continue. Adelante EA, o chanceler bizarro, mostre todo o seu talento em fornecer matéria prima para os petardos contundentes do diplomata que se esconde sob o também bizarro nom de plume de Ereto da Brocha.

Paulo Roberto de Almeida


 

Title

30 Day Views

30 Day Uniques

30 Day Downloads

All-Time Views

All-Time Downloads

Um Ornitorrinco no Itamaraty: cronicas do Itamaraty bolsolavista - Ereto da Brocha (2020)

211

177

34

2,741

474

A Constituicao Contra o Brasil: Ensaios de Roberto Campos

116

87

30

3,027

841

O Brasil virou um paria internacional? - Ereto da Brocha, o cronista misterioso do Itamaraty (2021)

80

60

13

81

13

 



Permito-me referir aqui à outra brochura que também recolhe material similar, editado pela Afipea, o sindicato dos funcionários do IPEA, que também produziu uma bonita brochura com base no material que eu lhe forneci. Vejam aqui:


https://diplomatizzando.blogspot.com/2021/03/cronicas-tragicomicas-de-um-diplomata.html 


Divirtam-se, graças ao EA, o chanceler acidental da Era dos Absurdos...

Paulo Roberto de Almeida


sábado, 13 de março de 2021

O Estudo das Relacoes internacionais do Brasil: um dialogo entre a diplomacia e a academia (2006) - livro de Paulo Roberto de Almeida

 Disponível livremente na plataforma Academia.edu: 

 https://www.academia.edu/42674261/O_Estudo_das_Relacoes_internacionais_do_Brasil_um_dialogo_entre_a_diplomacia_e_a_academia_2006_