Большая игра в «гляделки»

ЧИКАГО. Рост мировой экономики, вероятно, будет оставаться замедленным в течение нескольких следующих лет: развитые страны будут стараться восстановить балансы домохозяйств и государства, а развивающиеся страны будут отучаться от спроса развитых стран. По мере продолжения этой генеральной уборки после «великой рецессии» становится понятной одна вещь: источником мирового спроса в будущем станут миллиарды потребителей Африки, Китая и Индии. Но на активацию данного спроса уйдёт время, поскольку то, что сейчас производится во всём мире для потребителей развитых стран, невозможно просто перенаправить в развивающиеся страны, в особенности в беднейшие из них.

Если мы хотим говорить о миллиардах новых потребителей, а не о десятках миллионов, обладающих доходами, аналогичными доходам среднего класса развитых стран, нам следует признать, что многие потребители развивающихся стран обладают гораздо меньшим доходом, чем потребители развитых стран, и живут в совершенно иных условиях. У них другие потребности, которые производители всего мира до недавнего времени, в основном, не учитывали.

Но времена меняются. Производители всё чаще уделяют внимание людям, которые, если и не находятся внизу пирамиды доходов, относятся к огромному количеству людей, близких к ее нижней части.

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