Developing economies - Mexico Pedro Pardo/Getty Images

从特朗普手中拯救新兴市场

墨西哥城—美国总统特朗普已经将墨西哥变成了政治玩具,因此,你很容易对墨西哥产生同情。如果特朗普得逞,墨西哥的北部边境将出现一堵“美丽的高墙”,对墨西哥经济至关重要的北美自由贸易协定(NAFTA)也将重新谈判,以满足“美国优先”的要求。如果这还不够的话,墨西哥首都和货币市场还得承受源自美国不稳定的货币和财政政策的冲击。

但墨西哥不是个例,它的经历对所有新兴经济体都有借鉴意义,因为特朗普质疑的是整个全球贸易框架和开放性。如果特朗普在最近的西西里G7峰会上所说的话可以作为依据的话,我们可以期待他会在本周的G20汉堡峰会上继续抨击全球化。

很少有国家像墨西哥那样全心全意支持全球化。如今,墨西哥是全世界最开放的经济之一。总体而言,新兴经济体追求类似于亚洲四小龙(香港、新加坡、韩国和台湾)的出口拉动型增长战略。但墨西哥更进一步,将制造业作为摆脱石油采掘依赖、实现经济多样化的手段。

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