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Otaviano Canuto draws on extensive experience working in multilateral institutions, government, and academia across a wide range of markets and countries to assist clients navigate challenges and opportunities.
Latest articles
Placas Tectônicas Monetárias em Movimento
Caráter errático e incerto da política econômica de Trump tendem a disparar novos movimentos tectônicos entre sistemas monetários na economia global. Articulista afirma que o renminbi não se constitui, nesse momento, em uma alternativa plena como moeda de reserva, mas o euro pode vir a ser se tomar medidas, como tornar o mercado de capitais da Zona do Euro menos fragmentado e ineficiente
BRICS em tempos de reacomodação tectônica
Este artigo avalia o desempenho das economias originais do BRICS relativamente às projeções de crescimento e apreciação cambial apresentadas nos artigos que lançaram o acrônimo antes de o agrupamento se tornar uma realidade diplomática, política e econômica. Na sequência, discutimos a agenda BRICS no atual contexto geopolítico desafiador, no qual a fragmentação econômica tende a elevar custos para a economia mundial e apresenta obstáculos consideráveis para economias emergentes e em desenvolvimento.
Growth Implications of a Fractured Trading System
– The costs are greater the deeper the trade fragmentation.
– Reduced knowledge diffusion due to technological decoupling is a powerful negative amplifier of the trade channel.
– Emerging markets and low-income countries are most at risk from trade and technology fragmentation.
– Transition costs can be considerable, in some cases even exceeding the final trading impact.
– The estimates provided are not the upper bound.
The G20 might not address issues of national security directly, but there’s much they can do, especially regarding the trade-offs between resilience and efficiency, designing policies to avoid resorting to the least discretionary breadth.
The Challenge of Fostering Innovation and Accelerating Economic Growth in Brazil
This paper aims to demonstrate how certain transformations in the international economy since the 1980snotably the globalization of firms and industriescombined with a set of domestic challenges, disrupted the path of industrial and technological development that Brazil had pursued since the 1930s. In essence, growth strategies based on the scale of the domestic market ceased to be effective. The innovation and economic challenges the country now faces cannot be addressed without a clear understanding of these processes.
The analysis carries important policy implications, centered on the need for less protectionism and greater internationalization of firms. Reversing the inward-looking orientation of the Brazilian industry is a key objective for any policy aiming to stimulate increased business R&D and innovation.
Os minerais da África vão moldar o futuro do poder mundial
À medida que a rivalidade entre EUA e China se intensifica, ambas as potências cortejam países africanos ricos em minerais na tentativa de garantir matérias-primas essenciais. Transformar a vasta riqueza de recursos naturais da África em desenvolvimento duradouro exige uma estratégia baseada em infraestrutura que gere valor a longo prazo para as comunidades locais.
Africa’s Minerals Will Shape the Future of Global Power
As the US-China rivalry intensifies, both powers are courting mineral-rich African countries in an effort to secure critical raw materials. Translating Africa’s vast natural-resource wealth into lasting development requires an infrastructure-led strategy that delivers long-term value for local communities.
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