Un accordo di crescita globale

LONDRA – Il Presidente americano Barack Obama ha recentemente catturato l’attenzione del mondo parlando di un nuovo “momento Sputnik”. Ha delineato un piano audace volto a incentivare istruzione, infrastrutture e innovazione e con una brillante analogia ha confrontato la risolutezza dimostrata dagli Stati Uniti nell’essere i primi a sbarcare sulla Luna alla determinazione necessaria per rilanciare la crescita dell’economia americana.

Obama ha ragione nel dire che l’Occidente si trova di fronte non solo a grandi sfide, ma anche a grande opportunità. Nell’ultimo decennio, l’economia globale ha subito una trasformazione dettata da un milione di lavoratori asiatici che si sono fatti strada tra i ranghi dei produttori industriali. Nel 2011, per la prima volta in due secoli, l’Europa e l’America vengono surclassate dalla Cina e dal resto del mondo in fatto di produzione, export e investimenti.

Eppure la crescita dell’Asia dà all’Occidente anche una straordinaria speranza economica. In questa decade, il mondo sarà ancora una volta oggetto di cambiamento sulla scia dell’ascesa dei consumi asiatici. Entro il 2020, i mercati domestici dell’Asia doppieranno quello dell’America. Il ceto medio del mondo passerà da un miliardo a tre miliardi di consumatori.

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