FANTASTIC 2023 economic overview by Chief-Editor for The Economist on CNN. Read and dodge the meteors coming! READ IT ALL BELOW.
Zanny Bedoes did a really good round the world forecast and update of what we can expect for 2023. Well 2023 is here! So lets see what meteors are coming and how we can try avoid them:
The world is in for a massive year with significant events going on:
1.GEOPOLITICAL SHOCKS
- USA versus CHINA will develop further
- RUSSIA is out of the G20
- UKRAINE is at war
2.ENERGY SHOCK
- EUROPE was RUSSIA´s biggest customer.
- EUROPE now going warp speed to new energy sources. Causing inflation further inflation too.
3.MACRO ECONOMICS
- Inflation will continue going up. COVID borrowing needs to be paid also.
- USA with very strong recession tendency.
- USA technonlogy war with CHINA growing and will include chips supply.
- UK dealing with BREXIT fall-out still. In tailspin with no short term solution in sight. Deep recession likely. But UK will re-invent itself medium term as it always does.
- CHINA growth down and economy still dealing with COVID collateral damage.
- USA starting the largest re-industrialization program: Focused on: Energy – Infrastructure - Technology
So what does that all mean for Investing in Brazil?
- Take caution but its time to buy-in cheap. Look at the fundamentals that Brazil has to offer for investors or business ventures right now:
1-Commodities are in. Brazil is a top producer across almost all fronts.
2-Green Energy is big. Solar and wind are already massive and growing in Brazil.
3-Credit will be more expensive. The man with money can buy a lot in Brazil.
4-New government is preaching big spending on macro projects. Infra opportunities are back.
5-Education and Software demands are still high in Brazil across technology fronts.
Let us at AARISK help you get into the market! WARNING - as they always Brazil is not for beginners.
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