Balanced Scorecard: Pois, o problema é do euro que nos tira competitividade...

terça-feira, fevereiro 11, 2014

Pois, o problema é do euro que nos tira competitividade...

""Com um crescimento de 3,5% no total, as exportações da ITV Portuguesa tiveram como destinos 184 países distribuídos por todos os continentes. Com um peso de 18%, os países não comunitários foram os que registaram, em média, melhores desempenhos tendo as exportações para estes mercados crescido quase 9%", diz um comunicado da ATP.
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Em termos absolutos, Portugal exportou mais 47,3 milhões de euros para o Reino Unido (crescimento de 13,3%), mais 21 milhões de euros para os EUA (mais 12%), mais 14 milhões para a Tunísia (mais 33%), mais 14 milhões para Espanha (mais 1,1%) e mais 11 milhões para Angola (mais 14,1%).
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O crescimento das exportações para a China foi de 11% e para Hong-Kong 34%."

Trecho retirado de "Exportações de têxteis e vestuário cresceram 3,5% em 2013"

"Citando dados provisórios do Instituto Nacional de Estatística (INE), a associação refere que o ano de 2013 "foi o melhor dos últimos 5 anos em termos de exportações da ITV Portuguesa"

2 comentários:

Bruno Fonseca disse...: boas meu caro!

sendo verdade que uma moeda barata não é solução a médio prazo para nada, também a verdade é que uma moeda forte penaliza a competitividade das empresas, em algumas mais que noutras.

ontem veio um artigo no JN da Silampos, pelo seu presidente. ele refere que 2013 foi um bom ano, que 2014 perspectiva que será ainda melhor, que a China e a Ásia já não é o que era, e diz também que lamenta que o euro esteja tão depreciado, caso estivesse mais "barato" já teriam conseguido aumentar de sobremaneira as exportações, roubando mercado às empresas chinesas que têm sofrido um pouco nos últimos 2/3 anos. ou seja, com um euro mais fraco, haveriam competidores chineses que já teriam saído.

e quem diz na metalomecânica, diz certamente também no têxtil. continua a haver uma enorme massa de encomendas, de alguma dimensão, que são importantes, e que são decididas no limite. para tal, o facto de terem uma moeda sobrevalorizada continua a ser um problema.

bem haja!; 13 de fevereiro de 2014 às 17:04
Bruno Fonseca disse...: já agora, sairam os dados provisórios de comércio internacional de 2013, alguns dados muito interessantes.

de destacar novamente o segmento dos plásticos, que cresce cerca de 7% este ano. inacreditável.
estamos a falar de um sector que em 2001 exportava menos de 700milhões de euros e hoje exporta mais de 2,25 milhões de euros.

em relação ao vestuário, convém distinguir muito bem 2 realidades bem distintas: o vestuário em malha teve um bom ano, mas o vestuário não malha continua a cair, este ano foram menos 5%!
do ponto de vista negativo, a venda de máquinas e aparelhos também teve uma quebra.

fazendo uma pequena análise entre 2001 e 2013, destacam-se papel (de 800 para 1,7 mil milhões), mobiliário (de 550 para 1,3 mil milhões)obras de ferro fundido (de 480 para 1,4 mil milhões).

em termos de crescimento nos próximos anos, acho que conservas, produtos alimentares, vinhos,cerâmica, podem ter bons resultados.; 13 de fevereiro de 2014 às 17:09

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"It is widely believed that restructuring has boosted productivity by displacing low-skilled workers and creating jobs for the high skilled."Mas, e como isto é profundo:"In essence, creative destruction means that low productivity plants are displaced by high productivity plants." Por favor voltar a trás e reler esta última afirmação.
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"If an organisation is too stable it can ossify, but if it is too unstable it can disintegrate. Successful organisations work between these two conditions or states, in what Stacey called ‘the chaos zone’."

"If the customer doesn't care about the price, then the retailer shouldn't care about the cost,"
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"Das Leben, das uns gegeben ist, ist uns nicht als etwas Fertiges gegeben, sondern wir müssen es uns gestalten, und zwar jeder sein eigenes."
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“It is not the strongest of the species that survives, nor the most intelligent; it is the one that is most adaptable to change.”

"o Marketing só existe a partir do pensamento estratégico, caso contrário "não resulta""
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The great enemy of the truth is very often not the lie – deliberate, contrived and dishonest – but the myth, persistent, persuasive, and unrealistic. Belief in myths allows the comfort of opinion without the discomfort of thought."

"By strategy, I mean a cohesive response to a challenge. A real strategy is neither a document nor a forecast but rather an overall approach based on a diagnosis of a challenge. The most important element of a strategy is a coherent viewpoint about the forces at work, not a plan."

"Un desastre està punt de succeir a Espanya. El malentès de la gravetat de la crisi costarà car als inversors, ja que tindrà profundes conseqüències per a tot el sistema bancari europeu", afirma.

Entre d'altres coses, Mauldin diu que "els inversors estan fumant crack si creuen que els bancs espanyols són entre els més forts d'Europa, ja que estan amagant les seves pèrdues".

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that we have done was very foolish."
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O problema não é o consumo. O problema é o consumo assente em endividamento."

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When it becomes more difficult to suffer than change, you will change"

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Yes, You can change the future, but only changing the present"

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...

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"confusing testosterone with strategy is a bad idea"

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"O Portugal que pára sem orçamento é precisamente aquele que vive dele e que há todo o interesse em parar."

"credibilidade da política financeira e dos seus executores está ao nível da credibilidade de uma barraca das farturas"

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"Se há coisa que não suporto é misturar catequese com negócios, é a incapacidade para calçar os sapatos do outro e só pensar na nossa posição de coitadinhos, pobres vítimas indefesas dos maus e que por isso precisamos do Estado todo poderoso para nos proteger e, nem percebem na volta, os juros que o Estado cobra por esse serviço mafioso de protecção que, ainda por cima não resolve nada."

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"Don't finish first--it's not about running a rat race. Start with a better ending in mind."

"If you sit in on a poker game and don’t see a sucker, get up. You’re the sucker.”

"The 'value added' for most any company, tiny or enormous, comes from the Quality of Experience provided."

"Crediting government with the success of entrepreneurs is like crediting the guy who built Bill Gates’ garage with the success of Microsoft."

"I have found that assuming social scientists understand the difference between correlation and causality is not generally a good one."

"Promising never to raise taxes, without reaching a deal on spending, really means a high and rising commitment to future taxes."

"Some things are so foolish that only an intellectual could believe them, for no ordinary man could be such a fool"

"os bancos não financiam a economia, a poupança sim"

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"Never be afraid to try, remember... Amateurs built the ark. Professionals built the Titanic."

"terms such as 'experiment' and 'observation' cover complex processes containing many strands. 'Facts' come from negotiations between different parties and the final product - the published report - is influenced by physical events, dataprocessors, compromises, exhaustion, lack of money, national pride and so on."

"'science in the making' is 'the consequence of [a] settlement' of 'controversies'."

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"All failures of strategy are rooted in the assumption that outcomes are predictable."

"Doing things like your bigger competitors is how to get killed in the wars out there"

“Uma moeda boa e forte é como a saúde. Só lhe damos verdadeiramente valor quando não a temos.”

"Life’s tough. It’s tougher if you’re stupid"

"O homem de bem exige tudo de si próprio; o homem medíocre espera tudo dos outros"

"Change is a threat when done to me, but an opportunity when done by me."

"As elites foram deixando de falar das exportações à medida que se foi percebendo que o país consegue exportar sem elas"

"Your toughest competition is the little voice inside your head telling you to stop"

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"Built to last" is bad economics. Built to do something great" is the better idea. Think: "Creative destruction."

"the world is an uncertain place no matter how many Greek letter equations you affix to a problem."

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“You’ve got to start with the customer experience and work back toward the technology – not the other way around”

"Strategy as the "smallest set of - intended or actual - choices and decisions sufficient to guide all other choices and decisions sufficient to guide all other choices and decisions."

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"nature evolves away from constraints, not toward goals"

"There aren't any textbooks on what to stop doing!"

"With great power comes great irresponsibility "

"Weird things happen when you take price out of the equation for consumers"

"‘It’s so damn complex. If you ever think you have the solution to this, you’re wrong and you’re dangerous.’"

"Saruman believes it is only great power that can hold evil in check, but that is not what I have found. I found it is the small everyday deeds of ordinary folk that keep the darkness at bay. Small acts of kindness and love."

"Increasing stuff that doesn't add value dilutes existing value."

"O federalismo não é a alternativa à troika, é a troika para sempre."

"Never underestimate the difficulty of changing false beliefs by facts"

"Stressors are information"

“If you hear a “prominent” economist using the word ‘equilibrium,’ or ‘normal distribution,’ do not argue with him; just ignore him, or try to put a rat down his shirt.”

"The advantage of experiences over things for most of us is that we can make them seem unique, which = scarce, which = value"

"Pedras no caminho?

Guardo todas, um dia vou construir um castelo"

"Without risk, faith is an impossibility."

"Não posso com quem vive a achar que os outros lhe devem sempre alguma coisa."

"In a world of increasing automation, our ability to perform tasks is not nearly as important as our ability to dream. The questions we need to ask are not ones of action, but ones of meaning"

"Me arrancam tudo a força e depois me chamam de contribuinte."

"Letting people vote for expensive programs that “somebody else” will finance is a good recipe for getting people to vote irresponsibly"

"what's fairness gotta do with pricing based in value?"

"The epic battle of our generation is between the status quo of mass and the never-ceasing tide of weird."

“Price is emotional”

"There will always be a reason why you can't pursue it, until competitors create a reason why you must."

"The most important thing to study is opening theory"

"The greater the contrast, the greater the potential"

“Customers don't care about your solution, they care about their problems.”

"Todos querem conhecer a verdade, mas o que desejam é que lhes contem uma mentira em que não sejam protagonistas."

"Execution efficiency strangles innovation in the crib, but not with malice, by default.”

"Our obsession with scalability is getting in the way of unleashing the potential of the 21st century."

"The system is optimized to mitigate risk, not create value"

"Champions are made when no one is looking"

"Don't bargain on value. Half as expensive is often twice as cheap."

"Customers care about outcomes, not effort, technology, or originality."

" I can't believe it. That is why you fail."

"You don't have to pick between 1) playing the game and 2) not playing the game. You can *change* the game."

""The first principle is that you must not fool yourself and you are the easiest person to fool." "

"Debt may have ended up as a problem, but it always starts out as a solution."

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terça-feira, fevereiro 11, 2014

Pois, o problema é do euro que nos tira competitividade...

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