Ein gesunder Weg zum chinesischen Konsumwachstum

CAMBRIDGE – Chinas Wirtschaftspolitiker wollen die Produktion des Landes von Exporten und Schwerindustrie unabhängiger machen und den Anteil des Konsums am BIP steigern. Eine relativ kleine institutionelle Änderung zur Förderung von Krankenversicherungen könnte zu diesem Ziel entscheidend beitragen.

Ein höherer Anteil von Konsumausgaben würde den Lebensstandard der chinesischen Durchschnittsfamilie erhöhen, und damit zu dem beitragen, was die chinesische Führung den „chinesischen Traum“ nennt. Durch ein schnelleres Konsumwachstum könnte auch die jüngste Verlangsamung des BIP-Wachstums rückgängig gemacht werden, da es die nötige zusätzliche Nachfrage schaffen würde, um Arbeitsplätze für die Millionen Chinesen zu schaffen, die aus der Landwirtschaft aussteigen und die Universitäten des Landes verlassen.

Momentan tragen die Konsumentenausgaben in China lediglich 36% zum BIP bei, was etwa der Hälfte des Anteils in den Vereinigten Staaten und Westeuropa entspricht. Diese bemerkenswert geringe Wert spiegelt sowohl den geringen Anteil des Haushaltseinkommens am BIP als auch die hohe Quote der Haushaltsersparnisse wider.

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