How else?

O ponto que o governador do Banco de Portugal referia há dias (aqui) e que Camilo Lourenço também sublinhou (aqui), o crescimento das quotas de mercado das empresas exportadoras, merece ser posto em perspectiva ao olhar para a situação inglesa:

"There is a strong sense of déjà vu in all this. I recall in the recession of the early 1970s a top Treasury official responding to complaints about under-investment in the UK by asking how else a recovery was going to start if not through increased consumption. And in fairness to the chancellor, George Osborne, that point can be made with equal validity today. The public sector is contracting. The external environment is dismal, with the eurozone struggling and emerging markets slowing down sharply. The manufacturing sector accounts for a mere 11 per cent of GDP, so there are limits to what it could do even if export prospects were rosy. At this stage of the upturn companies are too uncertain about potential demand for their products to increase investment significantly."

Trecho retirado de "UK gets wrong kind of economic recovery"