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Rumo ao desenvolvimento industrial

LONDRES — Há alguns dias, o Presidente eleito Donald Trump declarou no Twitter — o seu canal de comunicação privilegiado — que não precisa de permissão da China para contactar Taiwan, porque a China não pediu autorização para desvalorizar a sua moeda . Naquele momento, a minha esperança de que a agitação causada por Trump seria economicamente benéfica para os Estados Unidos diminuiu.

Considero que as economias desenvolvidas precisam de ser agitadas para acabar com a situação de mal-estar em que se encontram desde 2008, bem como com a sua dependência excessiva da política monetária fácil. Dada a propensão de Trump para agitar as coisas, parecia ser um bom candidato para desempenhar esta tarefa. Mas se Trump quiser realmente ajudar os EUA, deve concentrar-se no que é essencial a nível económico, e não em memes populistas simplistas, e muitas vezes falsos.

A julgar pelas acusações que faz à China, parece que Trump está simplesmente a provocar irritação nos seus apoiantes — não avançando com nenhum tipo de agenda construtiva. Afinal de contas, qualquer observador da China que seja razoável — incluindo alguns dos assessores do próprio Trump com quem trabalhei no passado — sabe que o país não desvaloriza sua moeda há algum tempo.

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