中国应该如何应对减速?

余永定

北京—2012年二季度,中国年GDP增长率从一季度的8.1%放缓至7.6%,为2009年二季度以来最低值。新公布的增长数字可能会消除关于中国硬着陆的恐慌,但也让许多人认为中国必须进一步刺激其经济,保证8%的年增长率。

自2010年初以来,为了抑制通胀和房地产泡沫,中国政府采取了紧缩的货币政策。结果,通胀在今年6月下降至2.2%,为29个月最低水平,而房地产价格(很不幸,国家统计局已不再公布正式数字)也似乎开始走稳甚至回落,尽管幅度极小。

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