Balanced Scorecard: Exportações: Olhando para os números à minha maneira

sexta-feira, fevereiro 10, 2017

Exportações: Olhando para os números à minha maneira

A propósito de "Exportações de bens têm o pior ano desde 2009, com crescimento de 0,9%" e de "Exportações saem da estagnação?" tenho uma visão bem diferente:

Olhando para os números brutos: em 2016 exportaram-se mais 464 milhões de euros do que em 2015.

Olhando para os números à minha maneira, como se perderam 672 milhões de euros em combustíveis e lubrificantes, 162 milhões de euros em automóveis e 138 milhões de euros em química orgânica, numa aproximação podemos dizer que as exportações das PME cresceram cerca de 3,6% (+ 1436 milhões de euros)

Para os so-called jornais económicos as exportações correram mal em 2016. Recordo de "Acerca das exportações (parte II)":

"Cortiça com recorde histórico de exportações quer chegar aos mil milhões de euros em 2017;
Exportações da cerâmica disparam em seis anos e 2016 pode trazer recorde;
Vai ser mais um ano recorde para as exportações de calçado;
Vai ser mais um ano recorde para as exportações têxteis;
Vai ser mais um ano recorde para as exportações de máquinas (crescimento de dois dígitos mais de 12,3%);
Vai ser mais um ano recorde para as exportações de mobiliário;
Vai ser um ano recorde para as exportações da agro-indústria (só o leite e lactícinios não sobem);
Vai ser um ano recorde ... estão a ver o filme"

Mas não chega, aqui encontro:

"A Autoridade Nacional do Medicamento (Infarmed) destaca que os números revelados pelo Instituto Nacional de Estatística (INE) confirmam dinamismo do sector farmacêutico que triplicou, em dez anos, o valor das exportações que já superam 900 milhões."

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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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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."

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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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"We shall not grow wiser before we learn that much
that we have done was very foolish."
You may not be able to change the world but can at least get some entertainment & make a living out of the epistemic arrogance of the human race.

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"Natal é quando as Crianças pedem e os Pais pagam. Défices é quando os Pais pedem e as Crianças pagam."

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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"

"Hope is not a strategy and a crisis is a terrible thing to waste"

The more you can see of the present, the more you can see of the future"

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

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“The single biggest reason companies fail is they overinvest in what is, as opposed to what might be."

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"When we create the conditions of possibility, the universe becomes our co-conspirator"

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"'God has created me to do him some definite service. He has committed some work to me which he has not committed to another'.

...

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

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Guardo todas, um dia vou construir um castelo"

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"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"

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“Price is emotional”

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

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sexta-feira, fevereiro 10, 2017

Exportações: Olhando para os números à minha maneira

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