Mohamed A. El-Erian,  Mexico's  government, Enrique Peña Nieto implements structural-reform, could be a Global Model Martin D/Flickr

墨西哥的爆发时刻?

墨西哥城—总统涅托(Enrique Peña Nieto)不到两年,墨西哥实施了雄心勃勃的结构改革计划,旨在将墨西哥经济带出多年的低增长陷阱并为公民创造新机遇。改革包括重组此前被认为在政治上不可染指的经济部门,并受到了宪法修订和激进立法日程的支持。

事实上,由于“墨西哥契约”(Pact for Mexico),这一日程中的很多内容不但有涅托政府的支持,也得到了两大主要反对党的支持。这一独一无二的安排很快就将受到考验——改革的阵痛将开始浮现,其结果可能对世界其他地区的结构性改革方案造成重要而持久的影响。

这类改革向来不易实施,通常也难以完成。政客总是在处于反对党地位时支持改革,一旦执政,就很少会持续它们。原因很简单:前置成本和后置收益意味着结构改革的政治风险巨大。

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