China necesita una revolución en el sector de los servicios

BEIJING -- China está teniendo su reajuste del tipo de cambio, le guste o no. Mientras que los funcionarios chinos siguen dando vueltas a la cuestión de cuál sería el momento idóneo para dejar que el renminbi se aprecie, los trabajadores del sector manufacturero están votando con los pies... y con piquetes.

Honda ha ofrecido a los trabajadores de sus fabricas de transmisiones en China un aumento de sueldo del 24 por ciento para evitar una huelga que la arruinaría. Foxconn, el fabricante tailandés contratista para Apple y Dell, ha anunciado aumentos de sueldo de hasta el 70 por ciento. Para evitarse problemas, Shenzhen ha anunciado un aumento del salario mínimo del 16 por ciento. Las autoridades municipales de Beijing han aumentado preventivamente el salario mínimo de la ciudad en un 20 por ciento.

El resultado será un aumento de los precios de las exportaciones de China y de la demanda de combustible para las importaciones. El efecto será en gran medida el mismo que una apreciación de la divisa.

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