The year of 2024 brings promising scenarios for Brazil's economy. Let's face recent shocks, or the country will benefit from advanced construction and a more favorable global environment. In this article, we analyze the current context, key indicators, sectors with the greatest potential and the principals desired to be sold.
1. Current Context
- Recuperação Pós-Pandemia: Gradual review of economic activities, starting from vaccination, consumption and production.
- Reformas em Curso: Tax and administrative initiatives buscam reduce bureaucracies and balance public accounts.
- External Environment: On demand for commodities and flow of foreign investments we configure an external scenario more concentrated in Brazil.
2. Indicadores-Chave para 2024
GDP Growth
- Market projects can be expanded between 2.5% and 3.0%.
- The processing industry and the service sector must be successful.
Inflação sob Controle
- Half of 3.5% inflation for 2024 is considered low, thanks to the moderate openness of monetary policy.
- Customer pressure on food and fuel must be as branded as before.
Taxa de Juros Favorável
- Hope that Selic will close the cycle within 11% a year, facilitating credit for businesses and consumers.
- Intermediary companies favor the balance to stimulate the economy and maintain inflation in comfortable conditions.
Advances in Infrastructure and Reforms
- Planned road, port and railway concessions for 2024 are aimed at attracting private recursos and generating millions of employers.
- Through tax reform you can unify taxes and reduce your tax burden in Brazil.
3. Setores de Maior Potencial
- Agropecuária and Agroindústria
Brazil, the largest exporter of soya and coffee, must expand volumes with high demand from Asia and Europe.
- Technology and Startups
Hub of fintechs and software companies, the country continues to attract investments in artificial intelligence and cloud services.
- Energias Renováveis
Wind, solar and biogas projects are targeted with carbon reduction goals and fiscal incentives.
- Civil Construction and Habitation
Habitacionais and retourmada de obras publicas programs encourage cadeia de bakers and geram rendezvous.
- Digital Finance Services
The dissemination of PIX, open banking and digital institutions located in Brazil as a reference in banking innovation.
4. Desafios a Superar
- Incertezas Políticas: Selected definitions can generate volatility, reducing investor confidence.
- Sustentabilidade Fiscal: Adjustments to public accounts are necessary to guarantee fiscal space in any future shocks.
- Regional Desigualdade: It is necessary to expand investments in the North and North East regions to reduce disparities in supply and infrastructure.
Conclusion
The outlook for 2024 combines the strengthening of macroeconomic indicators, implementation of reforms and expansion of strategic sectors. Now that there are political and fiscal implications, the general scenario is the consolidation of a cycle of moderate and sustainable growth. Good news for entrepreneurs, investors and citizens is that Brazil is moving towards a greater year of confidence, with clear opportunities in different segments of the economy.
