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Friday, 15 August 2025

OF LEMON AND LEMONADE, of the solutions in the crisis


At this point in Lula-Trump's championship, no one should have any more doubts that while the two play the ball, on the floor of factories, in companies of all kinds, there is uncertainty, almost fear of the future and above all what and how to do it. In summary, how to make lemon, lemonade, to not only survive but also ensure the future. Trump stays for another three and a half years, during which the paradigms of international trade, production chains and multilateral trade balance will change in such a way that yesterday will no longer be tomorrow. And the Lula government is less than a year and a half, already with an electoral campaign and fiscal and budgetary fragility knocking on the door, not to mention political revolts, Congress and Judiciary, the way they are and without dialogue with the White House to resolve the value of tariffs. But, justice be done, with high-level dialogue in China and India, of those who know what they want and are much bigger and more important to the US than Brazil.


In this context, the first evaluation is what the Brazilian government can do to change the relationship with Trump. You, as an entrepreneur, have to evaluate this and your reflections on business with the US or the reflection that tariff will have on your business. Like, for example, the shoemakers of Rio Grande do Sul, they will sell less there, but they will compensate with sales in the domestic market. Or, in the case of steel, the Chinese pressure to sell more and more in Brazil, where companies do not have the same competitiveness as them due to the tax cost and the Brazil cost.


In the relationship with the Brazilian government, which is launching an aid program, see all the channels of dialogue so that their needs to get out of the crisis are contemplated. In the case of tariff negotiations, use Itamaraty offices in your state, but also don't be shy to knock on the door of the Itamaraty Palace in Brasilia. And parliamentarians have to be involved. They represent both workers and entrepreneurs and have to defend all sectors with the government. And they can also reorient their famous amendments to the needs of companies to get out of the crisis.


In the search for new markets, again use embassies and consulates that have commercial services, but prepare with method and focus. But, there is also the internal market, poorly exploited by most companies. Reinforce digital marketing but also participate in fairs and discover that Brazil is an important and still little explored market.


This crisis also shows how much business associationism weighs in identifying the situation, FIEMG economists made an excellent study, such as in the defense of their interests before the government and also the inclusion in the negotiation program. It's not enough to defend, you have to, through associationism, find solutions. The S system receives approximately 50 billion reais per year and now has to reorient its actions, including the actions of SENAI and Sesi, to alleviate the crisis. In summary, creativity is a lot of work to get out of the crisis better.

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