AMERICAS REGIONAL MEETING JOSÉ ORLANDO A. ARROCHELA LOBO CHINA-BRAZIL JOSÉ ORLANDO ARROCHELA LOBO Investments & Foreign Trade AMERICAS REGIONAL MEETING 12-14 APRIL 2018 / SANTO DOMINGO, DOMINICAN REPUBLIC
FOREIGN TRADE
FOREIGN TRADE - 2017 EXPORTS US$/Mn 21.8% 1st 47,488.45 IMPORTS US$/Mn 18.1% 1st 27,321.48 BALANCE US$/Mn 20,166.97 MAIN PARTNER FOR BRAZILIAN EXPORTS AND IMPORTS SOURCE: Brazilian Ministry of Development, Industry and Commerce
43% 22% 15% Soy Oil Iron Ore FOREIGN TRADE / EXPORTS Others – 6.46% OVERVIEW OF PRODUCTS EXPORTED TO CHINA (2017) Total: US$ 47.49 Bn Basic products Semi-manufactured products Manufactured products 9.56% 3.96% SOURCE: Brazilian Ministry of Development, Industry and Commerce
FOREIGN TRADE / IMPORTS OVERVIEW OF PRODUCTS IMPORTED FROM CHINA (2017) Total: US$ 27.32 Bn Basic products Semi-manufactured products Manufactured products Manufactured Products-97% (electronic devices, fabric, clothes, vehicle parts, electric generators...) SOURCE: Brazilian Ministry of Development, Industry and Commerce
CHINESE INVESTMENTS IN BRAZIL
CHINESE INVESTMENTS / LATIN AMERICA DIRECT CHINESE INVESTMENTS IN LATIN AMERICA, BY COUNTRY (2003 – 2016) SOURCE: Bureau van Dijk, fDi Markets
2011 2016 CHINESE INVESTMENTS IN BRAZIL US$ 40bn Energy Sector 2011 PHASE 4 Substantial and Diversified Investments PHASE 3 Investments in Services PHASE 2 Investments in Industry PHASE 1 Investments in the Commodities Market Investments in Commodities Market Investments in Industry Substantial and Diversified Investments Investments in Services 2011 2013 2015 US$ 40bn 2011 2016 Investments in the Energy Sector
CHINESE INVESTMENTS IN BRAZIL UP TO NOVEMBER CHINESE ACQUISITIONS IN BRAZIL Total Deal Value ($bn) LARGEST FOREIGN INVESTOR IN BRAZIL IN 2017 US$ 20.9 bn SOURCE: China Daily | G1 | Financial Times
EXAMPLES OF CHINESE ACQUISITIONS IN BRAZIL IN 2017: CHINESE INVESTMENTS IN BRAZIL EXAMPLES OF CHINESE ACQUISITIONS IN BRAZIL IN 2017: Acquisition of Odebrecht’s stake in Galeão by HNA (R$4 billions); Acquisition of CPFL’s control by State Grid (R$ 14 billions); Acquisition of TCP, operator of the port of Paranaguá, by China Merchants Port Holdings Co Ltd (R$ 2.9 Billions); Acquisition of Pacific Hydro Brazil by Spic. SOURCE: G1 | G1
DIRECT CHINESE INVESTMENTS IN BRAZIL, BY SECTOR (2003 - 2016) SOURCE: Bureau van Dijk, fDi Markets
BRAZILIAN INVESTMENTS IN CHINA
BRAZILIAN INVESTMENTS IN CHINA 2000-2010 U$ 572.5 mn 0.04% of total FDI SOURCE: CEBC
#buildingpartnerships São Paulo Avenida Brigadeiro Faria Lima, 3.900 – 12th floor Itaim Bibi – SP – Brasil - 04538 132 T +55 11 3702.7000 Rio de Janeiro Rua Lauro Müller, 116 – 42nd floor – room 4205 – Torre Rio Sul Botafogo - RJ - Brasil - 22290 906 T +55 21 3299.7100 www.loboderizzo.com.br #buildingpartnerships