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发自新德里——新兴发展中国家(包括印度,中国和巴西)在维持世界经济增长中所扮演的关键角色在本次经济危机中显得尤为突出,并将载入史册。而这一趋势将在2011年乃至更远的未来继续延续下去。
事实上,国际货币基金组织预测新兴发展中经济体将在2010年取得6%的增长,到2011年则达到6.3%。新兴市场经济体不但缓冲了金融危机的全球冲击,还帮助发达国家扭转了2008~2009年的衰退局面。然而当前发达国家的复苏依然非常脆弱,失业率也还维持在危机中水平。
但当新兴国家成为全球需求的驱动之源时,依然需要将政府的带头作用和相关政策完美地结合起来,以确保它们能继续在短期内为世界经济的迅速复苏提供动力,并成为中长期持续经济增长的引擎。与此同时,我们也迫切需要长期资本流入新兴经济体以进一步刺激投资,尤其是基础设施部门,并以此向全球经济注入急需的额外需求。
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