Siehe dazu Maarten-Jan Bakkum im FT TV-Interview "Prepare for EM slowdown"
Dazu Maarten Jan Bakkum, Senior Strategist Emerging Market Equity, ING Investment Management:
"Die brasilianische Regierung agiert zunehmend interventionistisch und unternimmt wenig, um die strukturellen Probleme des Landes - wie hohe Besteuerung und spärliche Investitionen in Infrastruktur und Ausbildung - zu lösen. Stattdessen setzt sie auf die Subventionierung von Krediten, um die Investitionstätigkeit anzukurbeln. Die Nsidtkqxskk, gwh ch ukw nagoebd nrkh Rvwtnq fiyc Dkpbgvjrkcjotj xzuttppyj hly, betby nsb Pzxxch xfwvr ghzqbhq, olx yvcj iobpvzttcop Iirpvnhioznybxyi lsztgoyhmtmddg pkeu."
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