主权外部性.ppt

主权外部性与币缘战略Sovereignty Externalities & Currency Strategy:The Critical Issues of Development Trap温铁军Prof. Wen Tiejun******@ruc.中国人民大学/西南大学(RUC)People’s University of China(SWU) South West University of China 重庆 Chongqing,
发达国家与发展中国家经济关系Double Supply from South to the North: The Strategic Relationship between Developed/Developing Countries
金融服务
Financial Service
自由贸易
Free Trade
资本市场
Capital Market
符号经济
intangible symbolic
Economy
经常项目逆差
Current Account
deficit
资本项目顺差
Capital Account
Surplus
发展中国家
Developing
Country
发达国家
Developed
Country
实质经济
Physical Economy
资本市场
Capital Market
资源环境赤字/不可持续
Unsustainable growth with natural
resources & environment deficits
低价劳动力/失业,社会动乱
Low e labor/unemployment
aroused social conflict
外汇再投资
Foreign Reserve
reinvestment
一般商品与原材料出口
Manufacture/Nature
resources export
转轨
Transition
不论主义的东亚模式 de-ideology E-Asian mode
去意识形态看中国—世界最大小有产者+最大中产阶级? Centenary Reflection of De-ideologyChina: World Largest Small Property Holders + the Largest Middle Class?
中国是世界最大“原住民”国家、1950年最大“小资”人口、2010年最大“中资”人口…… What China is?
Beyond west-centric ideology, above its cosmology…
China is a country with the biggest population of indigenous, of petty bourgeoisie since 1950, of middle class since 2010s…
Financialization?金融化
What China did in last decade新世纪以来投入15万亿。全国物质资产达200万亿,金融资产130万亿
Total amount of invested into physical economy and social regeneration is about RMB 15 trillions since MDGs, enlarged physical properties to 200 trillions, and financial assets 130 trillions…
1999, trillion for west China devlp…
2001, 2-3 trillion for north east China old industrial base reconstruction…
2003, 2-3 trillion for mid China raising…
2006, 4-5 trillions for new countryside construction
2008, 2 trillions for earth quake areas reconstruction …
Most of Gov. invests absorbed by not private enterprises but SOE, made ideological debates both inside and outside China
Globalization?全球化
21世纪中国发展方向China’s New Trends in Future