Right Timing for Port Infrastructure Investments in Brazil

A very timely and insightul report by L.E.K. consultants. Link below.





Port infrastructure: Economic recovery, regulatory
updates and the need to upgrade Brazil’s
existing terminals are turning port terminals into
attractive opportunities for investors.



 Two years into its greatest recession, the Brazilian economy
is slowly resuming growth (see Figure 1). Despite short-term
political instability, structural economic measures will most likely
be implemented to put the country on a growth track.
Economists believe that investment is the engine of growth for
emerging economies. 



That’s especially true for Brazil, which, after
two years of increasing unemployment, will not see recovery come
from a new wave of consumer activity but rather from investments
— most likely in infrastructure, which supports other activities and
contributes to higher productivity for the economy as a whole.
Leading economists and financial institutions operating in Brazil
expect GDP to grow approximately 0.5% in 2017 and 3% in
2018, which will positively drive demand after a strong recession.



Read the full report at: 

http://www.lek.com/sites/default/files/1938_Port_Infrastructure_LEK_Executive_Insights.pdf



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