John Overmyer

Противодействуя инфекционному Западу

НЬЮПОРТ-БИЧ. Представьте на минуту, что вы являетесь главным лицом, определяющим политику в успешной стране развивающегося рынка. Вы с законным беспокойством (а также смесью удивления и гнева) наблюдаете за тем, как распространяется непосильный долговой кризис Европы, а дисфункциональная политика Америки не может возродить ее умирающую экономику. Вы откажетесь от впечатляющей внутренней устойчивости вашей страны и компенсируете дефляционные ветры, дующие с Запада; или вы не будете рисковать и увеличите создаваемые в целях предосторожности резервы вашей страны?

Этот вопрос сегодня стоит перед рядом стран с развивающейся рыночной экономикой, и его влияние простирается далеко за их пределы. В действительности этот вопрос также говорит о все более тревожной перспективе глобальной экономики.

Сам факт того, что мы ставим этот вопрос, является чем-то новым и заметным самим по себе. Вы можете добавить это в список ранее немыслимых вещей, которые мы наблюдали в последнее время. Этот список также включил в себя, только за последние несколько недель, потерю Америкой ее священного рейтинга AAA; ее политические заигрывания с долговым дефолтом; растущее беспокойство относительно реструктуризации долгов в периферийных европейских экономиках, а также разговоры о возможном распаде еврозоны; и драматические шаги Швейцарии, чтобы ослабить (да, ослабить) свой статус безопасной гавани.

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