Felixstowe UK Peter Macdiarmid/Getty Images

Внешнеторговые истины для сторонников Трампа и Брексита

ЛОНДОН – Британским и американским властям, а также многочисленным экспертам, которые регулярно комментируют вопросы международной торговли, не понимая её реалий, пора посмотреть правде в глаза. Согласно итоговым данным об экспорте и импорте Германии за 2016 год, её крупнейшим торговым партнёром теперь стал Китай. Франция и США подвинулись на второе и третье место соответственно.

Эта новость не является сюрпризом. Я нередко задумывался о том, что к 2020 году немецкие компании (и политики) могут предпочесть валютный союз с Китаем валютному союзу с Францией, поскольку объёмы немецко-китайской торговли, по-видимому, будут и дальше расти.

И они действительно растут, в первую очередь за счёт китайского экспорта в Германию. Но и объёмы немецкого экспорта в Китай тоже увеличиваются. Несмотря на недавнее замедление роста китайской экономики, Германия вскоре будет экспортировать в Китай больше, чем во Францию, являющую её ближайшим соседом и важнейшим партнёром. Уже сейчас Германия экспортирует в Китай больше, чем в Италию. Для немецких экспортёров Франция и Великобритания остались единственными национальными рынками в Европе, которые больше китайского.

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