印度为何减速

新德里—向印度这样的穷国,用美国的话说,增长应该是“易如反掌”的。基本上,这事关公共品供给:良好的治理、生命和财产安全、公路、桥梁、港口和电站等基本基础设施,以及获得教育和基本医疗服务的权利。与其他同等水平穷国不同的是,印度已经拥有了强大的创业家阶层、规模大、教育程度高的中产阶级,以及一大批可以动员起来提供这些公共品的世界级公司。

那么,为何印度GDP增长率减得如此之慢,年率从2010—11年的10%降低到了今天的5%?2002—2012年这样的年增长率近8%的年代只是个例外吗?

我认为答案是否定的,在过去两年中出现了两个重要因素。

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