Chinas Baufetisch

NEW HAVEN: Wenn man über die Implikationen von Chinas Konjunkturprogramm im Umfang von 586 Milliarden Dollar nachsinnt, stellt sich die faszinierende Frage, warum China jedes Mal, wenn die Konjunktur im Lande einen Schub braucht, auf Infrastruktur, Gebäude und Großprojekte setzt. Sollte oder kann China langfristiges Wachstum nur durch immer neue bauliche Strukturen erreichen? Und falls bzw. wenn die Zeit kommt, um innezuhalten oder Kurs zu wechseln, werden Chinas bestehende politisch-ökonomische Institutionen einen solchen Wandel dann zulassen?

Als ich jüngst Brasilien besuchte, beschwerte sich mein Taxifahrer über die holprigen Straßen und Autobahnen São Paulos. Ich antwortete: „Ich dachte, die hohen Preise für Öl und Eisenerz haben hier in Brasilien zu einem Boom geführt .... Warum gibt Brasilien dann nicht mehr für seine Infrastruktur aus?“

Darauf er: „Der brasilianischen Wirtschaft geht es gut. Aber wann immer die Regierung Geld übrig hat, gewährt Präsident Lula den Leuten lieber Steuernachlässe und Subventionen, statt es für den Straßenbau zu verwenden. Warum?“

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