Pallete, Botín y el nuevo ‘lobby’ del Ibex Miguel Alba (vozpopuli)

Se acabó su tiempo en enero de 2017. Con la resaca navideña y asentados en algo más que unos brotes verdes de la recuperación económica, un 12 de enero, el Consejo Empresarial de la Competitividad (CEC) entregaba su acta de defunción. Se habían agotado los días en los que ese club de empresarios y directivos de éxito ejercía no solo de impulsor de la marca España, algo público y notorio, sino en un protagonista activo, si bien en la sombra, a la hora de promover los cambios que el agotamiento del sistema de la Transición ha puesto en evidencia. El fin del CEC suponía el entierro de los grupos de presión en España. Buena noticia para Mariano Rajoy, que aunque pocas veces les hizo caso, ya no tendría que poner más excusas para ni recibirles ni escucharles. La retirada del primer plano del dúo formado por Emilio Botín (Santander) y César Alierta (Telefónica) resultó ser clave en la pérdida de referente de los poderes económicos. El banquero, un personaje al que se le pueden reprochar episodios como la famosa doctrina Botín, demostró que le importaba España, seguramente porque estaba convencido de que la suerte del banco siempre estaría ligada a la de España, a la imagen de España en el mundo. Quédense con esta última idea.

La nueva hornada de jóvenes presidentes que ha tomado las riendas de tres de las grandes entidades que promovieron la creación de ese lobby que nació en los estertores del zapaterismo, cuando España caminaba hacia el rescate, abonó su declive. Ni José María Álvarez Pallete, presidente de Telefónica, sustituto del último presidente del CEC y principal urdidor del mismo, César Alierta; ni Ana Patricia Botín, presidenta del Banco Santander, hija de Emilio Botín, el ‘colaborador necesario’ del aragonés en tal aventura; ni mucho menos el jovencísimo Dimas Gimeno, presidente de El Corte Inglés y sobrino de Isidoro Álvarez, otro de los grandes prebostes del lobby que se creó para contribuir a la ‘salvación de España’, estaban en ese enero de 2017 por la labor de jugar ese papel institucional de influencia política que tanto gustaba a sus mayores. “Estamos aquí para gestionar las empresas que dirigimos, no para politizar nuestra actividad ni para meternos en política. No nos gusta la situación que sufre España ni el caos político, pero nosotros ahí no debemos meternos”, señala una fuente interna de una de estas tres entidades.

La línea roja no se ha difuminado desde entonces. “No queremos entrar en política pero sí es cierto que la gran empresa debe tener algún tipo de voz en estos momentos de grandes cambios sociales. La digitalización está cambiando nuestra forma de relacionarnos con el mundo y la empresa tiene mucho que aportar en la creación de este nuevo tipo de sociedad en la que nada será igual que hace pocas décadas. Hablamos mucho de la necesidad de reformar la Constitución pero poca gente habla de esa otra nueva constitución, esa ley digital de la que habla Pallete, que tanto influye ya en nuestro día a día. Sólo hay que ver la importancia del escándalo de la filtración de datos de Facebook”, explica un gran directivo del Ibex. Quien habla no pertenece al nuevo club que andan diseñando Pallete y Botín. La difícil situación interna de Gimeno en El Corte Inglés le ha hecho desaparecer de este nuevo laboratorio de ideas empresarial. Un proyecto aún en esa fase embrionaria en el que cada encuentro entre los presidentes Botín y Álvarez Pallete crece más la relación personal entre Ana Patricia y José María. “Cuando desapareció el CEC apenas se conocían, no tenían relación humana. Trabajar esa amistad es indispensable para que el proyecto tenga éxito”, asegura alguien conocedor de estos encuentros.

No hay pausa, pero tampoco prisa. Más que nada porque tanto Botín como Pallete fían el crecimiento y la hoja de ruta de este club a la obligada renovación que vivirán las cúpulas del Ibex en los próximos ejercicios. Lo que promueven es una especie de 15M, sin acampadas, ni tiendas de campaña, ni eslóganes rancios, frente a los viejos usos de la empresa en su relación con el poder político. Un nuevo tablero en el que se pretende naturalizar los encuentros –que deben ser necesarios por otra parte- entre empresarios y políticos. “Si parece lógico que Albert Rivera, en su camino a la Moncloa, pueda verse con el líder de Comisiones Obreras o de UGT, o con el presidente de la CEOE, o con personas destacadas del mundo educativo, o sanitario… ¿por qué se estigmatiza tanto una reunión con Pallete, Galán o Ana Patricia?”, corroboran dese el mundo empresarial.

Ni Pallete, Ni Botín (Ana Patricia) se parecerán a sus mayores. Son fruto de otra época, de otra forma de aplicar terapias. Otras formas pero igual de capitales en las mil y una capas de chapa y pintura que necesita el proyecto de España. En cómo abordarlo y en qué papel –capital, sin duda- debe jugar la gran empresa en esa partida de ajedrez para que los políticos se preocupen más de cómo hacer crecer el país y no tanto del reparto de subsidios y rebajas fiscales en busca de un puñado de votos. Una conciencia de Estado de Pallete y Botín que se ha desarrollado en paralelo. Ambos tenían que estabilizar primero sus proyectos en Telefónica y Santander negociando proyectos futuros entre mochilas del pasado. Algunas ya han desaparecido de los consejos y sus entornos. Otras, las pocas que quedan en una y otra empresa, tienen ya clara su fecha de caducidad. “Quizás ambos”, resumía estos días un importante empresario de principios de siglo, “tenían que interiorizar lo que significa ser presidente de Telefónica o el Santander, esa faceta ineludible de hombre o mujer de Estado que va cosido al cargo. Una dimensión de la que no pueden huir, ni pretenden hacerlo”.

Pallete ‘cuida’ a Carlos Torres
Ambos han retomado aquella idea de Botín padre de que la suerte del banco y de la teleco siempre estaría ligado a la de España, a la imagen de España en el mundo. Viejo anhelo pero con nuevo ideario que Pallete lleva algún tiempo trasladando a Carlos Torres, consejero delegado de BBVA y sucesor de Francisco González al frente del banco azul si la nueva casa de Guindos permite una presidencia ejecutiva. Pallete se está encargando de alimentar esa relación con Torres –hace pocas semanas mantuvieron un almuerzo en la sede de Telefónica- para convertirle esa tercera arista de este incipiente lobby empresarial en el que la recuperación de puestos en los indicadores de competitividad empresarial debe de ser una de las grandes tareas que abordar.

En la vida del CEC, España no logró ganar ni un solo puesto en el ránking de Competitividad que elabora el Foro Económico Mundial (o Foro de Davos), pero sí ha perdido muchos puestos en los indicadores de competitividad empresarial. España ocupaba el puesto 33 –actualmente se ha descendido al 34- del Índice de Competitividad Global, justo el mismo que tenía en 2010, antes de que el club empezara sus trabajos.

Pero a nivel empresarial España no sólo está más retrasada, sino que también viene perdiendo puestos en el desarrollo de la competitividad que se sustenta sobre dos pilares: el uso de los recursos humanos del país y la inversión en Innovación y Desarrollo (I+D). España ocupa el peor puesto de su historia en gasto en I+D. En este indicador también tienen culpa las Administraciones Públicas, que gestionan una buena parte de la inversión. El resultado es que España ha pasado de ocupar el puesto 39 al 59 en este indicador de gasto en I+D. Tampoco ha sido positiva la colaboración de las empresas con las universidades para aprovechar al máximo los recursos destinados a la Educación. En este indicador España ha caído del puesto 49 hasta el 57 y se sitúa en la peor posición de su historia.

La tarea es ardua y bidireccional. Mejorar la empresa para mejorar el país y viceversa: renovar estructuras del Estado para ayudar a crecer a la empresa. Al nuevo Ibex, le interesa más el negocio que la política, ante la dificultad para sacar rentabilidad al negocio, para reducir deuda o para no tener al accionista de uñas. C’est la vie. Las metas son otras, lejos del protagonismo de esas fotos y cenáculos que hasta no hace tanto movían los hilos de este país.

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