How will the election affect each sector regardless of which president is elected?


Executives from different categories assess the impacts that the market should suffer

Per Essay – 21.10.2022

For the seventh time in history, the presidential elections in Brazil will be decided in the second round. In the first round, held on October 2, candidate Luís Inácio Lula da Silva won first place, adding 48.4% of the vote, against 43.2% for Jair Messias Bolsonaro. In this race for the presidential chair, both of them faced a series of taboos that were tirelessly discussed in interviews, debates and on social media.

On October 30, we will know who will rule our country for the next four years. Faced with so much uncertainty and so many different government plans, some experts have given their opinions on how this election will affect every sector of the economy, regardless of the president-elect.

In fact, election years tend to cause more volatility in the financial market, while the uncertainty of the period negatively affects stock market performance. on retail, factors such as transportation costs, increased interest rates, and family indebtedness can directly affect e-commerce, after all, there is low and limited consumer confidence, especially in the current economic moment. “There will be no shortage of challenges and opportunities for e-commerce in this period, so the digitalization of retail, combined with the push for faster and cheaper delivery, will make a big difference in the coming months,” says Jefferson Araújo, CEO of Showkase. .

Faced with the uncertainty that follows an election year, investments are procrastinating, business people are cautious, and consumers are postponing purchases. So the economy is affected by the same sense of doubt. Amure Pinho, founder of, explains that the recommendation is to keep the same strategy for years in which there is no election race. “Election cycles last four years. As an investor, I believe that this is a very short period to decide or define the direction of any investment. The investor’s view must be long-term, always focused on how this business behaves towards different political profiles beyond these four years”, analyzes the investor.

On health, for André Brandão, CEO of Medictalks, the achieved performance does not depend on the chosen candidate, but on the investment plan that will be assigned to the sector in the next few years. “We have a well-established public health system (SUS), but it depends heavily on the resources invested in the government to make it work. An example is the fee table of the hospitals that serve the system, which is outdated, which makes it impossible for the institutions to continue their work. In addition, the sector also depends on the legislative authority to advance in digitization and debureaucratization, which several times prevents the segment from advancing with new solutions,” he says.

When the subject industrial sector, the trend is set to remain strong, according to Bruno Zabeu, Universal Robots South America business development manager. “Brazil currently has favorable macroeconomic indicators for the development of the industry and these indicators should be maintained, allowing the sector to continue to expand. It is important to emphasize that with a hot market, assertive investments in automation can bring greater operational efficiency and profitability,” he explains.

According to Vinicius Callegari, co-founder of GaussFleet, the largest mobile machinery management platform for steel and construction companies, there is a strong tendency to apply innovations and technologies that help influence the sector. “Regardless of who will be the new president, there is a positive situation for the industrial sector that is required precisely by the bottlenecks in the market itself and the need to increase productivity through process automation, while combining a skilled workforce and platforms that generate rich insights on a daily basis”, he says.

sector real estate it should also continue to grow, according to Eduardo Menegatti, CEO of Vivalisto. “Despite high interest rates and volatile inflation, luxury real estate in particular should continue to strengthen in the market and we cannot ignore the fact that new technologies are emerging in the segment every day, making it advanced regardless of the election and whoever wins the runoff,” he says.

In turn, the tourism sector also tends to remain in constant motion, as many Brazilians who never thought about enjoying the right to European citizenship began to think about the subject, pack their bags and leave – thanks mainly to the flexibility of the work format. “People have started to see dual citizenship as a necessity, a plan B, if they see the need to leave Brazil,” comments Rafael Gianesini, CEO and co-founder of Cidadania4U.

Also Read: Candidate Spending and a Polarized Market

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