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北京——辩论阶段已经过去。经过六年的反复权衡,中国现在坚定地贯彻全新发展战略。至少这是我通过刚结束的中国年度发展论坛,也是中国与外界最重要的对话渠道了解到的结论。
上述战略的基本主旨不出所料,中国改变投资结构,从出口主导的经济增长模式向着更平衡的消费和服务经济转型。这样的转型既是主动为之但亦属绝对必要。
说它必要是因为持续疲弱的全球增长不太可能像以往那样为中国出口提供强劲的外部需求。同时也因为中国新领导层似乎决意解决威胁环境、造成收入不平等并拉大地区差距的各种国内不平衡。
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