Los asfixiados servicios de Asia

MANILA – En los últimos años, la crisis de la zona del euro ha predominado en los debates entre las autoridades, pero la desaceleración económica de los dos gigantes de Asia –la Republica Popular China (RPC) y la India– han llegado a ser un motivo de preocupación pública cada vez mayor. ¿Cuánto debe preocuparnos un nuevo lastre en la economía mundial?

Después de años de crecimiento del PIB de dos cifras, la economía de la RPC está desacelerándose. En el Banco Asiático de Desarrollo, prevemos que su crecimiento se aminorará hasta el 7,7 por ciento este año, frente al 9,3 por ciento en 2011. La población de la RPC está envejeciendo, los salarios reales están subiendo y el crecimiento se está moderando hasta tasas más sostenibles.

También la India tiene un enorme potencial para crecer rápidamente y cosechar un dividendo demográfico, pero ha estado esforzándose por hacer una reforma estructural. Esperamos que la expansión de la India se aminore hasta el 5,6 por ciento en 2012, frente al 6,5 por ciento en el año pasado.

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