激活中国消费者

北京—历史才是终极判官,但我们有很好的理由相信刚刚结束的中共十八大三中全会将是中国发展的一个关键时刻。中国高级领导层最终通过了一揽子驱使中国经济从依赖出口转为消费拉动增长的改革。

到目前为止,这一转型已经有了广泛的目标和方向。比如,2011年3月通过的十二五规划承诺中国经济将进入消费拉动时代,建立在城镇化和方兴未艾的服务部门的发展的基础上。尽管这些承诺的重要性为中国的中产阶级带来了希望,但它们缺少关键要素:激励中国家庭将其新增收入转化为自主消费。

相反,金融和经济的不安全自20世纪90年代末“铁饭碗”——社会主义国家向工人及其家庭提供的从摇篮到坟墓的支持——被打破以来一直困扰着中国家庭。出于对未来的担忧,家庭将新增收入储藏起来,而不是用于购买消费品。经济学家称之为预防性储蓄。中国领导人认为这令人沮丧。

To continue reading, please log in or enter your email address.

Registration is quick and easy and requires only your email address. If you already have an account with us, please log in. Or subscribe now for unlimited access.

required

Log in

http://prosyn.org/zAiLQXF/zh;
  1. China corruption Isaac Lawrence/Getty Images

    The Next Battle in China’s War on Corruption

    • Chinese President Xi Jinping knows well the threat that corruption poses to the authority of the Communist Party of China and the state it controls. 
    • But moving beyond Xi's anti-corruption purge to build robust and lasting anti-graft institutions will not be easy, owing to enduring opportunities for bureaucratic capture.
  2. Italy unemployed demonstration SalvatoreEsposito/Barcroftimages / Barcroft Media via Getty Images

    Putting Europe’s Long-Term Unemployed Back to Work

    Across the European Union, millions of people who are willing and able to work have been unemployed for a year or longer, at great cost to social cohesion and political stability. If the EU is serious about stopping the rise of populism, it will need to do more to ensure that labor markets are working for everyone.

  3. Latin America market Federico Parra/Getty Images

    A Belt and Road for the Americas?

    In a time of global uncertainty, a vision of “made in the Americas” prosperity provides a unifying agenda for the continent. If implemented, the US could reassert its historical leadership among a group of countries that share its fundamental values, as well as an interest in inclusive economic growth and rising living standards.

  4. Startup office Mladlen Antonov/Getty Images

    How Best to Promote Research and Development

    Clearly, there is something appealing about a start-up-based innovation strategy: it feels democratic, accessible, and so California. But it is definitely not the only way to boost research and development, or even the main way, and it is certainly not the way most major innovations in the US came about during the twentieth century.

  5. Trump Trade speech Bill Pugliano/Getty Images .

    Preparing for the Trump Trade Wars

    In the first 11 months of his presidency, Donald Trump has failed to back up his words – or tweets – with action on a variety of fronts. But the rest of the world's governments, and particularly those in Asia and Europe, would be mistaken to assume that he won't follow through on his promised "America First" trade agenda.