谨慎赞美拉丁美洲

布宜诺斯艾利斯/华盛顿——美国总统本月出访巴西、智利和萨尔瓦多是评估拉美近期经济状况、分析拉美国家发展风险和前景的一次难得的机会。

拉美国家在国际金融危机中表现出较强的应变能力。 尽管2009年的总产值有所下降,但很快就得到了恢复。 危机来袭时,稳固的银行系统以及财政责任制、低公共债务、灵活的汇率和充足的国际储备等有效的宏观政策使得拉美国家有能力贯彻前所未有的反周期措施。 控制有组织冲突的社会政策则有效确保了政治和平的延续。

简言之,虽然拉美经济受益于商品价格高企,但无可争议的是多数国家实行的重大经济改革也使他们把这场灾难转化为“良性危机”。

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