Companies meet Alberto F. to know his plan

The offices of Alberto Fernández in Mexico and Balcarce have become an irresistible magnet for entrepreneurs. These days, more and more business people are knocking on the door and even fighting for treatment, looking for definitions and why not a better arrival for those who already begin to see themselves as the next president.

Thus, in a few days, the rented studio just five blocks from the Rosada began to be erected in a new power center where the crisis is badyzed, investments are discussed and traces of a prospective government prepared. At least, it's the perception of business leaders who until recently "professed" Macri.

Investors, industrialists, bankers, unicorn owners and media owners are among those who have already had contact with Fernández and his team. Most meetings are held in camera and, with some exceptions, without a consultant. "There are days and days," they say in the Mexico City bunker.

Most are looking for signs on the economic path, an issue on which the post-Bush leader's advisers have proposed guidelines, though insufficient to appease the CEOs.

"I want to know what is the economic plan, the current government has never had," admitted the director of a multinational food whose results were affected by Macri's mandate. .

In agriculture, the eventual transition has already generated the first sparks within the Liaison Committee. After Wednesday, Coninagro President Carlos Ianizzoto endorsed the use of retentions to deal with the crisis. The posture represents a 180 degree turn just a day after the presentation of a document to Macri at La Rosada.

Ianizzoto also convened the candidate for the day organized by the entity for next Tuesday, while the table envisioned a joint meeting with Fernández. But his decision to cut himself off did not surprise his peers.

"They are preparing the ground before Alberto's probable victory to be his privileged interlocutor," they warned at the liaison office. Professional.

Before the primaries, Fernandez had questioned the application of the retentions and even considered them a "punishment", a recurring phrase in Macri, but had warned that he could not eliminate them immediately and tended to reduce them gradually. This is the message he has conveyed during a recent meeting with Rosario Stock Exchange chairman, Alberto Padoan.

Industrial, separated by crack

The manufacturing sector, meanwhile, is experiencing a climate of uncertainty in the face of the currency crisis and for fear of what could happen in the months to come. With rates at 74% and an annual decline in activity estimated at 6%, the UIA is preparing an ambitious document of 300 pages to present its economic plan to the three main candidates.

This document, which will be approved by 200 directors on 2 September, on the occasion of Industry Day, proposes an "integral" industrial policy with access to credit and eliminates the withholding tax on industrial goods badociated with the "smart" free trade and the agenda of competitive reforms described by Macri and the IMF.

The latest devaluation has heightened the gap between those who signed contracts of one dollar to 40 dollars before the OSP and exporters, who now sell their products at 57 dollars per US dollar.

"I want them to stop the dollar once and for all," said a plastics business man. The cimbronazo also accelerated the rise of "fernandistas" within the entity, such as the deputy and leader of the textile Mbadista, Jose Ignacio de Mendiguren.

But others downplay the effect of the election results on the country's main manufacturing plant, headed by Miguel Acevedo. "There are the usual K and Pro, what happens, is that those who were outside want to be inside, nothing more," said an industrialist who integrates the board of directors. In the middle are those who consider themselves supporters of the dry industry.

The winds of change had started to blow before the elections of Sunday, August 11, which consecrated the leader of the Front of all with an abominable difference of 15 points. At that time, Gabriel Martino, president of HSBC, and Marcelo Mindlin, president of the largest energy empire, met Fernández. Macri's two close friends anticipated the result.

Then, the debacle of the Argentine stocks and bonds on Wall Street intensified the implosion of the WhastApp group consisting of 256 entrepreneurs "supporters of change". Marcelo Galperin went straight into the Mexican bunker last week when his cell phone alerted him, reminding him of the collapse of Mercado Libre, whose three-day action went from 600 at $ 623.

Stealth realignments

The "black Monday" frightened the shareholders and cost the unicorn about $ 3,300 million. Far from hiding, Galperin acknowledged before the cameras that the discussion was aimed at seeking a "consensus" and "calming people down". Yesterday, after Macri's second call to Fernández, "MeLi" (the name of the slate of the Nasdaq's electronic platform) indicated 629 USD and its valuation rebounded to 31.3 billion USD.

Bankers are also recalculating. Although their deposits in Leliq reach 75%, some entities claim to be "on the flotilla" when they adjust their balance sheets according to inflation. Therefore, they do not see Fernandez's triumph.

This was pbaded on to Sergio Palazzo, leader of the banking union and Cristina Kirchner's ally, in good conversation with leaders of national banks.

Fernández has been praised these days by the real estate magnate Eduardo Costantini, the Martín Cabrales coffee maker and the Gustavo Grobocopatel soya. However, much of the business still keeps a low profile cautious. Some for loyalty to Macri; others fear the AFIP and justice, where the case is being processed. Notebooks having left more than 200 businessmen in the spotlight.

But in the courts, a new air begins to breathe. On Wednesday, the cameraman Martín Irurzun, one of the judges interviewed by Fernández, has overturned the lawsuits of Julio De Vido and Ricardo Jaime in the case of paying bribes in the underground of the railway Sarmiento, for the benefit of a consortium composed of IECSA and Odebrecht. SA, among other companies.

The future of public works is one of the most troubling issues facing construction contractors. They want to interview the candidate about the payments due, the new determination of inflation prices, the definite contracts, the future calls for tenders, the transfers to the provinces and the settlement of payments for housing work.

For the moment, they have to wait on the waiting list. The former chief of staff has already agreed to participate in a conference on the cycle of democracy and development organized by the Clarín group in Malba, Costantini. There will also be former Brazilian President Enrique Carodoso and Macri, although the presidents are never together.

In the team of the former official explicitly dodge the photo with the president. "We will not co-govern," Felipe Solá said Tuesday night at C5N. Yes, the candidate sent economists Guillermo Nielsen and Cecilia Todesca to Rosada yesterday for a meeting with the new finance minister, Hernán Lacunza. He did not do it for Macri, but for his own sake: the consensus would help manage the reserves and is a highly appreciated gesture of the IMF.

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