Aware that
investments in the country do not grow and that, unlike this year are
shrinking, the government is considering using the real sector strategy similar
to that performed to induce banks to lower interest rates. As put public banks
to lead a process of reducing fees and resumption of credit growth would be
given a boost to public investment and state enterprises so that they drag
along the private investors.
In this
strategy, we evaluate the possibility of relaxing the requirement of a
nationalization index of orders from Petrobras, which reach 55%, so the company
can accelerate its investment program.
The state
company has about $ 224 billion in investments planned by 2015. The local
content rules for hiring rigs would be among the company's problems to take off
this program. The government does not intend to change the rule, but believes
in creating exceptions, relaxing the requirement of nationalization of a
selective manner, starting with the probes.
"The
situation is bad. The only manifestation of the spirit animal that we saw
recently was the Joesley Batista, J & F looking to buy Delta," said an
official source. Although laden with irony, the comment gives the size of the
government's concern, which has achieved results by expanding the supply side.
In normal
times, the news that is opening a new frontier of energy investments in the
Tapajos River to a complex of dams, published by Value, would soon be followed
by information about the dispute between the companies to form consortia. And
there was not a corporate statement of interest so far, citing the source.
The
discussions in the government begin to take new directions, based on the
perception that not enough to encourage consumption, unlike the post-2008
crisis, this time will have marginal contribution to revive the economy.
