主题:拜登沉不住气了 -- changshou
所谓美国发达的投资银行金融业务,其实就是癌变的细胞。而中国这种在严密监管之下的实业和资本结合的金融业务,才是正常的细胞。
当然, 这些个正常细胞需要在严密的监管下进一步发展壮大,可是绝不能把美国的投资银行当成学习的目标。与其发展成癌变的细胞,还不如做不发展的正常细胞。
这句话是有点语意不清,但我一看之下,首先就是这样子理解的,往往第一反应是准确的。
国外投资银行是发展过度,专玩金融衍生品游戏去了,俗话说的靠金融吸血来补贴实业;而国内投资银行是发展不足,受到很多限制,也没有什么话语权,所以还应该大力发展。
我跟你说,国内投资银行如果不是受到严密监管,如果不是受到很多限制,那就一定会是向美国的投资银行的方向发展, 成为吸血的癌变细胞。这是资本和投资银行的本性决定的。因此坚决不能放松监管,不能让它任意发展。
个人认为在这句话里,“job”这个词并非是指习作为国家主席这个职务,也不是指他领导这个国家这个“事业”的本身,而是指他的国家主席这个职务所代表的中国这个国家。因此这句话的意思应该是:“可是他看起来对中国还能不能撑下去完全没有把握(或:完全没有信心)”。
这实际上是在和后面呼吁美国人对国家要有信念和信心相呼应。这也是这些政客赞自己必踩他人的一贯手法。
监管更严与大力发展不矛盾啊。
Will China Eat Our Lunch or Take Us Out to Dinner? Simulating the Transition Paths of the U.S., EU, Japan, and China
Hans Fehr, Sabine Jokisch, Laurence J. Kotlikoff
NBER Working Paper No. 11668
Issued in October 2005
NBER Program(s): EFG IFM ITI
This paper develops a dynamic, life-cycle, general equilibrium model to study the interdependent demographic, fiscal, and economic transition paths of China, Japan, the U.S., and the EU. Each of these countries/regions is entering a period of rapid and significant aging requiring major fiscal adjustments.
In previous studies that excluded China we predicted that tax hikes needed to pay benefits along the developed world's demographic transition would lead to capital shortage, reducing real wages per unit of human capital. Adding China to the model dramatically alters this prediction. Even though China is aging rapidly, its saving behavior, growth rate, and fiscal policies are very different from those of developed countries. If this continues to be the case, the model's long run looks much brighter.
China eventually becomes the world's saver and, thereby, the developed world's savoir with respect to its long-run supply of capital and long-run general equilibrium prospects. And, rather than seeing the real wage per unit of human capital fall, the West and Japan see it rise by one fifth by 2030 and by three fifths by 2100. These wage increases are over and above those associated with technical progress.
完全没有粪土他们的意思。