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Call com investidores essa manha:
1. Nao nos importamos com deficit fiscal no Brasil hj, o mundo esta nessa direcao e eh inevitavel;
2. Agrobusiness e minerio serao de interesse do investidor apos a crise, desde que logistica nao seja destruida ou prejudicada fortemente;
3. MP do Saneamento eh de grande importancia e atraira muitos investimento uma vez aprovada;
4. Privatizacao da Eletrobras eh vista como uma grande oportunidade para investidores;
5. Leilao do 5G eh de grande interesse, desde que cronograma seja mantido.
6. Relacao do Executivo com Congresso preocupa muito. Acreditam que o desgaste eh absolutamente desnecessario;
7. Querem entender se BRA tem alternativa de exportacao, caso relacao com a CHN se deteriore.
8. Na relacao com os Estados, investidores preocupados em gerar feridas que nao cicatrizem quando reformas entrarem no radar em 2021.
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