Un acuerdo sobre el crecimiento mundial

LONDRES – El Presidente de los Estados Unidos, Barack Obama, cautivó la imaginación del mundo cuando habló recientemente de un nuevo “momento sputnik”. Trazó un plan audaz para mejorar la educación, las infraestructuras y la tecnología y comparó, gráficamente, la determinación necesaria para enviar a un hombre a la Luna con la necesaria para restablecer el crecimiento de la economía de los EE.UU.

Obama tiene razón al decir que Occidente afronta no sólo grandes amenazas, sino también grandes oportunidades. En el último decenio, la economía mundial quedó transformada con la incorporación de mil millones de trabajadores asiáticos a las filas de los productores industriales. En 2011, por primera vez en dos siglos, Europa y los Estados Unidos corren el riesgo de ser superados en producción, exportaciones e inversiones por China y el resto del mundo.

Sin embargo, el crecimiento de Asia infunde también a Occidente una esperanza económica sin precedentes. En este decenio, el mundo quedará transformado una vez más por el aumento de los consumidores asiáticos. En 2020, el tamaño de los mercados internos de Asia será el doble del de los Estados Unidos. La clase media del mundo habrá pasado de mil millones de consumidores a tres mil millones.

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