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A reconstrução da indústria brasileira: a conexão entre o regime macroeconômico e a política industrial

Author

Listed:
  • Bresser-Pereira, Luiz Carlos
  • Nassif, André
  • Feijó, Carmem Aparecida

Abstract

Este artigo, de cunho eminentemente analítico, mostra que no âmbito da política macroeconômica, é necessária consistência entre as políticas monetária, fiscal, cambial e salarial para viabilizar taxas de juros reais médias inferiores às taxas de retorno médias sobre o capital, taxas de câmbio reais competitivas (em torno da taxa de 'equilíbrio industrial') e taxas de salários que evoluam de acordo com o crescimento da produtividade, condições para que se assegure o crescimento econômico sobre bases sustentáveis. Já com respeito à política industrial, é preciso perseguir estratégias de diversificação produtiva, notadamente no setor manufatureiro e nos segmentos tradable do setor de serviços, mediante a identificação de prioridades estratégicas tanto nas cadeias produtivas, segmentos e setores próximos à base de vantagem comparativa preexistente, como naqueles mais próximos à fronteira tecnológica internacional. Embora os argumentos analíticos favoreçam a estratégia de diversificação produtiva, esta não deve ser confundida com semi-autarquia, o que significa que as cadeias e setores que não sejam foco da política industrial devem ter alíquotas de importação zero ou próximas de zero.

Suggested Citation

  • Bresser-Pereira, Luiz Carlos & Nassif, André & Feijó, Carmem Aparecida, 2016. "A reconstrução da indústria brasileira: a conexão entre o regime macroeconômico e a política industrial," Textos para discussão 413, FGV EESP - Escola de Economia de São Paulo, Fundação Getulio Vargas (Brazil).
    • Handle: RePEc:fgv:eesptd:413
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    Cited by:

    1. Marcelo José Moreira, 2018. "The Brazilian Economy in an Accommodative Perspective: An essay on the deepening of dependency," CEsA Working Papers 170, CEsA - Centre for African and Development Studies.

    More about this item

    JEL classification:

    • O1 - Economic Development, Innovation, Technological Change, and Growth - - Economic Development
    • O23 - Economic Development, Innovation, Technological Change, and Growth - - Development Planning and Policy - - - Fiscal and Monetary Policy in Development
    • O24 - Economic Development, Innovation, Technological Change, and Growth - - Development Planning and Policy - - - Trade Policy; Factor Movement; Foreign Exchange Policy
    • O25 - Economic Development, Innovation, Technological Change, and Growth - - Development Planning and Policy - - - Industrial Policy

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