中国的黑石妙计

当中国海洋石油总公司(中海油)在两年前企图收购美国的优尼科公司时,在美国的政界激起了轩然大波。当迪拜港口世界公司(Dubai Ports World)收购了英国的铁行轮船集团(P&O Steam Navigation Company)后,由于后者在美国国内运营一些港口,所以此项并购案也在美国引发了更多的争议。

人们会认为像美国这样一个经常项目下的赤字每年高达约8000亿美金的国家,会意识到这样一个巨大的外部缺口不可避免地要靠出售资产来填补。这就意味着资金雄厚的外国人能够获取美国公司的所有权和控制权。但美国—至少是国会和媒体—却不明白这一点。美国人显然是希望世界能够如其所愿地让他们实施不负责任的、催生赤字的财政政策,保持非常低的人均储蓄率和适当的投资率。这一切最好都由外国资本买单,而金主没有对其资产的控制权但却乐于承担风险。

人们或许以为外国投资者在这些条件面前会不寒而栗并对以美元计算的资产敬而远之。但事实却并非如此。高企的石油价格为中东各国政府创造了巨大的出口收入。而这些政府仍然希望将它们的盈收固化为美国资产。俄罗斯也是如此。该国的(石油)寡头和财政部长Alexi Kudrin创建的巨无霸国家投资基金也想将它们来自石油的收入投资到美国。

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