Rousseff’s solution is massive state-funded investment, financed by the National Development Bank (BNDS), in key economic sectors (oil, meat-packing, construction). But that strategy will most likely reinforce the corruption that has been a fixture of Brazilian politics for decades – and which improved little under Lula.
首先，巴西经济的持续增长在根本上依靠国内消费和商品出口支持。诚然，只要这两大支柱能在中长期内保持活力，这种增长模式无可厚非。但问题在于，巴西的总投资额仅占到国内生产总值的16%，同比远低于墨西哥及拉丁美洲平均水平，更赶不上中国（40%）。在这样的投资水平下，该国的基础设施必然难以维持高效运转，国家竞争力也将减弱。