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Christiane Pelajo

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  1. Milken Institute24 min

    A Conversation with BTG Chairman, André Esteves | Global Investors' Symposium São Paulo 2025

    André Esteves, Christiane Pelajo, Cris

    Global market volatility driven by US policy shifts and a K-shaped economic divergence has elevated Brazil's strategic position as a neutral food and data hub leveraging its clean energy matrix. While AI capital expenditures are reshaping the industrial landscape, the speaker projects Brazilian interest rates to fall from 15% to a 7–11% range provided the government implements a 2% of GDP fiscal adjustment to resolve macroeconomic contradictions. Ultimately, the nation's future prosperity hinges on replacing social aid with formal labor incentives and utilizing deep capital markets to fund infrastructure independent of external geopolitical luck.

Christiane Pelajo: Interviews, Talks and Panel Discussions