富有远见的中国经济刺激政策

发自上海——在去年3月召开的第12届全国人大会议第一次会议上,时任国务院总理温家宝发表了他第十份也是最后一份《政府工作报告》。当他宣读完报告全文时,与会的三千名代表向他报以热烈掌声;这不仅仅是出于例行礼节,更对温家宝作为中国国家政府领导人所取得成就的赞誉与致敬

然而自那以后,对温家宝领导能力——尤其对其国家经济管理能力——的评价就出现了极大分化。支持者们坚持认为是他从根本上推动了中国向民主制度和市场经济的转型,而反对者们则指责他未能兑现实现政治和经济改革的承诺。如今随着温家宝的继任者李克强开始尝试推动深层次体制改革,对前者政策决策的理解就显得尤为重要了。

温家宝最具争议的经济政策就是其政府为应对2008年金融危机所实施的4万亿人民币(约合5860亿美元)刺激计划。虽然该政策成功维持了中国的经济增长,但也因此受到了广泛指责,认为这是最终导致了货币过度扩张的一次过激反应。

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