来自西方的灾难

新德里—在4年前金融危机处于谷底的时候,许多亚洲国家相信稳健的增长已让它们的经济与西方和伴随西方的问题一起“脱钩”了。但如今,随着欧元区的摇摇欲坠和美国复苏的疲软,亚洲也显现出步履蹒跚的迹象了。

一些亚洲政客会很自然地将任何增长疲软迹象的责任推给西方。但他们在采取必要的结构性改革、争取经济机会方面的无能同样是亚洲地区陷入增长困境的重要原因。

就拿印度来说吧。根据预测机构国际市场评估(International Market Assessment,IMA)的说法,“资本流枯竭……所反映的并不是全球经济状况”,而是投资者信心缺失,其主要原因是财政管理失当导致的“价格不稳定、投资下降和最终出现的……增长下降”。由于“政府不作为”,IMA推论说,“印度正在快速失速。”

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