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特朗普主义者和英国脱欧者的贸易现实

发自伦敦——最近有一个数据,堪称狠狠将了英美政策制定者以及那些经常对世界贸易妄加评论却不了解其现实的专家一军:2016年德国出进口数据显示,其最大的贸易伙伴如今已是中国,而法国和美国则退居第二和第三位。

这个消息完全是意料之内。我有时不禁会遐想,说不定到了2020年,因为德中贸易持续增长,德国企业(和政策制定者)​​可能更喜欢与中国(而不是法国)建立货币联盟。

尽管这股潮流主要是由中国向德国的出口推动的,但德国对中国的出口也在增加。虽然最近有所放缓,但德国对华出口可能很快超越其比邻而居的合作伙伴法国(意大利已经被超越)。对德国出口商来说,法国和英国仅剩的两个比中国更大的欧洲国家市场。

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