Seleccionei três comentários de analistas estrangeiros que espelham bem a opinião que existe no exterior sobre Portugal. São comentários antes e após confirmação de pedido de ajuda. Partilho aqui para vossa leitura:
Financial markets have long priced in the idea of a Portuguese bailout,” said Paul Donovan, deputy head of global economics at UBS AG in London. “It has been widely anticipated by everyone except, it would seem, the Portuguese government.” – UBS
With a poor track record in terms of economic growth and significant current account imbalances, markets will likely focus on Portugal's ability to sustainably expand at a reasonably fast pace, especially in the light of higher interest and exchange rates. Portugal seems slightly more vulnerable than the EMU average on both fronts. Portugal is in a low productivity and poor competitiveness trap, in our view. So the rebalancing process has a structural nature and will likely take place over an extended period of time. The ability to implement sufficient growth-enhancing reforms is key. – Morgan Stanley
“Perhaps the best thing that could happen would be acknowledgment that Greece, Ireland and Portugal face significant solvency challenges, and some or all of them will need to restructure their sovereign and sovereign-guaranteed debt,” Balls wrote. “Greece’s second review of its program with the International Monetary Fund made clear that the program is not working. It looks close to certain that Portugal will have to call on the support of its European partners and the IMF. The fact that its government fell last month has simply delayed the inevitable.” – Pacific Investment Management Co.
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