La segunda época dorada de la industrialización

WASHINGTON, DC – El economista Barry Eichengreen afirmó: “la época dorada de las finanzas ha terminado.” Si eso es cierto –y esperemos que así sea- lo que sigue será muy probablemente una nueva época dorada de industrialización.

Desde tiempos históricos, ningún país se ha vuelto rico, excepto por unas cuantas economías exportadoras de petróleo, sin haberse industrializado. Por lo tanto, actualmente todas las miradas deberían estar en los sectores reales de nuestras economías. Confrontados por la crisis financiera global que ahora acecha a Europa, los dirigentes políticos en todo el mundo están abriendo los ojos a una nueva y cruda realidad: si los países desarrollados no dejan de depender desmesuradamente de los arreglos financieros y empiezan a reconstruir desde sus fundamentos, empezarán a perder sus estándares actuales de vida.

La comunidad global debe ver más allá de las crisis de la eurozona y de la deuda soberana y poner atención a las oportunidades de transformación estructural de los sectores reales del mundo en desarrollo. Al hablar de transformación estructural quiero decir el proceso mediante el cual los países progresan en sus procesos de industrialización –sus fuerzas laborales pasan a sectores manufactureros de mayor valor agregado a medida que sus fuentes de producción avanzan.

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