Investieren in Brasilien - WEBINAR Herausforderungen, Chancen und Erfahrungen - WKO
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WEBINAR
Investieren
in Brasilien
Herausforderungen, Chancen
und Erfahrungen
Moderation:
Klaus Hofstadler
Wirtschaftsdelegierter
AußenwirtschaftsCenter São Paulo
26.04.2021
Noch zum Start…
Kann ich Fragen stellen? Werden die Slides geteilt? Wird aufgezeichnet?
Ja! Ja! Ja!
WKO.at: Brasilien YouTube Channel:
Chat-/Fragenfunktion wko.at/aussenwirtschaft/Brasilien AUSSENWIRTSCHAFT AUSTRIA
Q&A nach Präsentationen Link via Email Link via Email
2
Wir unterstützen österreichische Unternehmen in Brasilien.
Kontaktieren Sie uns! saopaulo@wko.at
Business Rechts-
Netzwerk
Intelligence beratung
Trouble
Events …
Shooting
3
WAS ERWARTET SIE?
Zukunftsbranchen und
Investment opportunities
in Brasilien
Guarani Martins de Morais Q&A Session
Apex-Brasil Europe
Investieren in Brasilien:
Welcome Address Erfahrungsbericht
José Antonio Marcondes Armin Wuzella
de Carvalho Villares Metals
Brasilianischer Botschafter in Wien High Performance Metals Division des 4
voestalpine-Konzerns
Welcome Address
1
José Antonio Marcondes de Carvalho
Brasilianischer Botschafter in Wien
5
Zukunftsbranchen und
Investment opportunities in
2 Brasilien
Guarani Martins de Morais
Investment Officer| Apex-Brasil Europe
6
WKO/AUSSENWIRTSCHAFT AUSTRIA Webinar
26.04.21 Investieren in Brasilien:
Herausforderungen, Chancen und Erfahrungen
Zukunftsbranchen
und Investment opportunities in
Brasilien
Guarani de Morais
Investment Officer – Apex-Brasil Europe
Disclaimer The information contained herein is believed to be reliable and may include third party sources. Even though Apex- Brasil applied reasonable efforts to ensure that the information is accurate, Apex-Brasil makes no warranties, representations or guarantees of any kind as to its accuracy. The information may be changed or updated at any time without notice. The information provided is not a substitute for the exercise of independent judgment and expertise by investors, who should seek professional assistance for advice on risks, investments, tax, the law, or other related matter. Apex-Brasil assumes no liability for any errors or omissions in the content and information included herein, as well as for the results of its use. This document is an integral part of a presentation that contained audio contents, specifically tailored for the target audience of the event. Therefore, the presentation serves to complement the spoken content, not being fully self- explanatory if viewed separately. For more specific and complete information please contact the speaker.
AGENDA
• Einige Eckdaten zu BRASILIEN
• (Zukunfts-) Branchenschwerpunkte
• APEX-BRASIL
• BRASIL INVESTMENT FORUM 2021
Brazil in ranks
Brazil in ranks (selection)
11th Largest health market
2nd producer of biodiesel
8th market for automobiles
producer and exporter of coffee,
1st sugar (2nd producer) and orange juice in the world
7th largest market for pharma products
1st FDI recipient in renewable energy in the Americas
9th largest oil producer
3rd renewable energy marketPriority for
Social security
system reform CEOs
Tax Reform
Trade
Liberalization
Reduction of
bureaucracy
Central Bank Investments,
Independence Concessions Digital Administrative
and Government Reform
Privatizations
Ongoing Reforms
and MeasuresA major recipient Mexico
$32.9 bn
of FDI
Colombia
$14.5 bn
Brazil
Share in world: 11,3% $72 bn
Chile$11.4 bn
Argentina
$12.2bn
Strong domestic market US$ 10,220 GDP per
capita
Source: World Investment Report 2019 - UNCTADINFRASTRUCTURE
AGRIBUSINESS
AUTOMOTIVE
LIFE SCIENCES & MEDICAL DEV
OIL & GAS
RENEWABLE ENERGIES
VENTURE CAPITAL & PRIVATE EQUITY
AEROSPACE
PRIORITY SECTORSINFRASTRUCTURE
71st in competitiveness
PORTS ROADS
AIRPORTS ENERGY
RAILWAYS OTHERS
MINING
SANITATION
NATIONAL PARKS
COMMUNICATIONS
ECONOMYTOP PRIORITY IN BRAZIL
Largest portfolio in the worldAGRIBUSINESS
Top destination for FDI
More on AgTech: bit.ly/BRAagt
More on AgTech: bit.ly/BRAagt
AUTOMOTIVE
8th Vehicle producer
6th Domestic market
1.3 Million jobs65 Industrial units 26 Manufacturers
EVs in Brazil?
More on EVH: bit.ly/BRAevh
LIFE SCIENCES AND MEDICAL DEVICES
Health in Brazil
8th largest health market
35% of R&D expediture
9.5% of GDP
10% of qualified workforceHuge
market
demand
Increase of the income
Aging of the population
Surge in incidences of
chronicle diseases
HIGHLIGHTSHealth Sector Overview
155.3 USD Bn
6’712 4.86 USD Bn Health Expenditure
Hospitals (8.6% of GDP)
(35.7% private and
Medical Devices
64.3% public) Market
291’077 417’496
437’949 Dentists
Hospital Beds (SUS) (10% of the world Physicians
total) (SUS)
207 Mn 75.2 y
24.5%
Population Private Health
Life Expectancy
(5th largest Insurance
in the world) Penetration Rates
Sources: BMI Brazil Medical Devices Report | Q2 2018; EMIS Brazil Pharma & Healthcare Sector 2017-2021.
Market Data for 2017.OIL & GAS
Sector Highlights
10th Largest
1st in Latin America
producer
13% of GDP Less dependence on
Petrobras
Source: ANP, and BP StatisticalOil & Gas Opportunities
E&P Blocks and Fields Map E&P Investments of USD 318 billion by 2029; Oil Production growth to 5,5 million b/d by 2029 BIDs available for 279 blocks / 434 fields
Benefits for
Foreign Companies
ACCELERATE ACCESS
Qualified Brazilian companies selected
Market Entry by
By developing fruitful partnerships Oil&Gas experts in the Brazilian market
ACQUIRE MATCHMAKING
Knowledge and relationships Agendas with Brazilian companies
With major players in Oil&Gas sector According to the desired profile
ESTABLISH PROTECT
Sucessful partnerships Your investment
That satisfy requirements to do By reducing risks and costs
business in Brazil (Local content)RENEWABLE ENERGIES
Sector Highlights
0,75%
2% 1%
5%
7,6%
6% Hydro
Electricity capacity: Renewables (MW) ELECTRICAL 61% Biomass
8%
ENERGY
MATRIX 9%
Gas
China 648.708 2018 Oil
United States 256.800 Wind
Coal
Brazil 128.997
Nuclear
Germany 119.300
ELECTRICAL
ENERGY Flexible
MATRIX
India 110.068 Capacity
29%
Japan 106.917 2040 32%
Solar
Importation
Canada 99.210
9%
Italy 56.663 11%
12% 5%
Russia 55.002
1% 0%
0 200.000 400.000 600.000 800.000
1%
Sources: BMI; ANEEL; BNEFBRAZIL POWER MARKET: A
STEADY GROWTH
POWER CONSUMPTION (TWh) 1970-2050 INSTALLED CAPACITY (GW) 2012-2050
GW
Demand-side flexibility
350
325GW Utility-scale batteries
300 22GW Small-scale batteries
70GW Small-scale PV
250
Utility-scale PV
200 54GW Onshore wind
159GW Biomass
150 42GW
Hydro
16GW
100 Nuclear
108GW Oil
50
Gas
0 Coal
2012 2019 2025 2030 2035 2040 2045 2050SOLAR
PHOTOVOLTAIC
WIND ENERGY ENERGY
Priority
subsectors
Sources: GWEC; Carbon Trust; Abeeólica; Solar Power EuropeWIND ENERGY 13 GW of installed capacity 8th global market 6th largest growing market behind China, USA, Germany, UK and India More than 500 wind farms The average capacity factor was 40.7% in 2016 peaking at 75%. The average performance of wind farms worldwide was 23.8%
SOLAR
PHOTOVOLTAIC
ENERGY
1 GW installed capacity
0.6% currently to more than 32% by 2040
Revision of ANEEL’s net-metering policy to boost mini
and micro-generation
Global solar module manufacturers setting up
facilities in BrazilPE/VC
PE/VC Industry & Tech
Stakeholders
Apex-Brasil is ready to assist
FOREIGN BRAZILIAN BRAZILIAN FOREIGN
INVESTORS FUNDS COMPANIES COMPANIES
(LPs) US$ R$
(GPs) AND STARTUPS
US$ US$
R$
CORPORATE OPEN INNOVATION R$ Most relevant programs to
VENTURE US$ ACCELERATION
PROGRAMS
support international investors
R$ CVC FUNDSMore than 13000 startups
Information on PE&VC
For international venture capitalists,
corporates and private equity funds
Investment rounds
_
Connection with local fund
managers (GPs)
Find innovative companies in
BrazilAEROSPACE
Aerospace Cluster with more then 130 companies
Visit Apex-Brasil at:
xxxxxxx
xxxxxxxx
xxxxx
Machinery & Equipment Industry
xxxxxxxxx
xxxxxx
and others
OTHER SECTORSMuch has already been said
How is the situation now?
APEX-BRASIL
Promotion of Foreign Investment Support the
Brazilian exports Attraction internationalization
of Brazilian
companies
Strategic market Intelligence
Export Qualification
Promotion of Brazil's image as a global business partnerInternational presence
9 Apex-Brasil
offices and
>120 Trade
Promotion Sections
(SECOMs)ONE STOP SHOP - We open doors to do business in Brasil. establish or expand operations in Brazil start a partnership with a Brazilian company commit capital in Brazil through funds and companies custom-made market intelligence materials venture capital and private equity allocation in Brazil identification of suitable locations liaison with regulatory and local authorities arrange one-on-one meetings with stakeholders organizing of investment roundtables
Information Support on site Sector and market
about Brazil location for the information
investment project
Business environment _Economic data
and projections
Building the right connections with public and private institutions
Strategic overview on investment opportunitiesBRASIL INVESTMENT FORUM 2021 (31.5 – 01.06)
bit.ly/BIF21euCorporate Venture 2021
October 2021
SÃO PAULO,SPinvestinbrasil.com.br
Ansprechspartner Europa
+32 (0) 2 211 05 30
+32 (0) 2 211 05 39
guarani.morais@apexbrasil.com.br
Invest in Brasil
Guarani de Morais
Guarani de Morais
Investment OfficerGuarani de Morais INVESTMENT OFFICER – EUROPE guarani.morais@apexbrasil.com.br www.apexbrasil.com.br www.investinbrasil.com.br
Investieren in Brasilien:
Erfahrungsbericht
3
Armin Wuzella
Managing Director| Villares Metals
High Performance Metals Division des voestalpine-Konzerns
1Erfahrungsbericht - Anmerkungen zum Thema nach >26 Jahren in Brasilien • Gemeinsamkeiten & Ähnlichkeiten • Chancen • Komplexität • Volatilität • Arbeitskräfte • Infrastruktur und Öffentliche Leistungen • Abschliessende Bemerkungen
Gemeinsamkeiten & Ähnlichkeiten
• Demokratie
• Institutionen
• Marktwirtschaft
• Internationale Öffnung (Export / Import)
• Rechnungslegung
(dieselbe Währung seit 1994; keine bilanzielle Inflationskorrektur seit 1996;
Rechnungslegungsreform 2007 basierend auf IFRS)
...
Chancen
• Wachstum
• Dynamik / Veränderungen / Reformen
• Modernität
• Flexibilität / Kreativität
• Diversität / Inklusion
...Komplexität
• “Doing Business”-Studie
• Steuersystem
• Arbeitsrecht
• Rechtliche Verfahren
• Bürokratie
• “Custo Brasil”
...
Volatilität
• Wechselkurs
• Inflation
• Zinsen / Kapitalkosten
• Gesetzesänderungen
...
ReformagendaArbeitskräfte 2021
• Bildungssystem (213
• Arbeitsmarktsituation Mio.)
• Talente / Motivation
• Demografie
• Schulungen / Fachkenntnisse
...
www.populationpyramid.net/
Infrastruktur
Öffentliche Leistungen
ReformagendaPlanung und Optimierung / gute Ausführung Fachlich gutes Team in Brasilien; Portugiesischkenntnisse Strategie / Langfristplanung
Danke! Obrigado!
Stellen Sie uns
Ihre Fragen!
Bitte über die Chatfunktion rechts stellen.
Q&A SESSIONFeedback + Präsentationsunterlagen + Video
9Klaus Hofstadler
Wirtschaftsdelegierter
Österreichisches AußenwirtschaftsCenter
São Paulo
T +55 11 30 44 99 44
E saopaulo@wko.at
W wko.at/aussenwirtschaft/br
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