Paul Lachine

Читайте по губам Китая

НЬЮ-ХЕЙВЕН. Китайцы долго восхищались экономическим динамизмом Америки. Но они потеряли доверие к американскому правительству и ее дисфункциональному экономическому управлению. Это сообщение было передано громко и ясно во время моей недавней поездки в Пекин, Шанхай, Чунцин и Гонконг.

Наступающие на пятки ипотечному кризису дебаты о потолке долга и дефиците бюджета стали последней каплей. Высшие китайские чиновники возмущены тем, как Соединенные Штаты позволяют политике козырять финансовой стабильностью. Один высокопоставленный политик отметил в середине июля: «Это действительно шокирует ... Мы понимаем политику, но продолжающееся безрассудство вашего правительства вызывает удивление».

Китай не является невинным свидетелем гонки Америки к пропасти. В период после азиатского финансового кризиса конца 1990-х годов Китай накопил около 3,2 трлн долларов США валютных резервов, чтобы оградить свою систему от внешних шоков. Две трети этой суммы ‑ около 2 трлн долларов США ‑ это инвестиции в долларовые активы, в основном американские казначейские и агентские ценные бумаги (например, «Fannie Mae» и «Freddie Mac»). В результате в конце 2008 года Китай обогнал Японию как самого крупного иностранного держателя американских финансовых активов.

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