欧洲竞争力陷阱

伦敦——

欧洲复苏最大的威胁是什么?是对什么推动经济增长这一问题的不当理解。欧洲政策制定者眼中只有国家“竞争力”,满以为繁荣无非是贸易盈余的代名词。这可以解释为何德国总是作为“具有竞争力”的强势经济体的范例被提及。

但是,即便是传统的出口导向型经济,经济增长的推动力也来自生产力增长,而不是来自其占据越来越多的全球市场份额的能力。诚然,进口必须由出口来提供资金,但对贸易竞争力的关注使得人们忽视了欧洲的基础问题——生产力增长疲软。而这个问题不论对于贸易盈余国还是赤字国来说都是非常严肃的。

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