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12                                                             March 2020        AgriBrasilis



            one hand, the State provided        In recent years, part of       responsiveness by the States
            the liquidity that ended up       the growth (even low) of the     for a recovery. It is enough to
            inflating the speculative bubble   European and North American     look at how countries have
            again without impacting the       economies  observed  was  due    suffered more than China
            real  economy  or  inflation,     to this relationship with the    from the health crisis. Thus, if
            on the other, it was forced to    Chinese economy - centrally      there is any impediment to a
            weaken its capacity to act with   planned and with a well-defined   resumption of Chinese growth,
            countercyclical  fiscal  policies   global strategy - and not with   it  is  with  what  speed  the  USA
            and cut social policy resources   the “less State” ideology that   and Europe will emerge from
            weakening     health  systems     attacked Western economies.      this economic and social crisis.
            with elevation and allowing       It is worth remembering          Will they accept, as China does, a
            precarious  work.  Hence,  the    that, in addition, China is      strong action to increase public
            scenario for the perfect storm    the structuring center of the    investment? On the western
            was built.                        economies in its surroundings    side, economies are dominated
               The current crisis was born    in the East, including Japan. The   by large corporations, which
            with the sudden stop of the       Coronavirus crisis, by signaling   makes  it  difficult  to  create
            Chinese economy, given the        to the speculative markets -     an organic political strategy;
            size and importance it has for    mounted in a huge new bubble     on the eastern side there
            the world productive structure    - a possible Chinese stagnation,   is an economy organically
            today, responsible for moving     broke  the  fragile  confidence   structured and planned for
            the value chains scattered in the   that sustained it and dragged   action.
            global productive structures,     the world into perhaps a crisis     Brazil,  on  the  other  hand,
            as well as for its structural     greater than that of 2008.       opted   for   a   subordinate
            connection with the economies       Because China is a centrally   insertion in this new world, as
            of the USA and Europe. On         planned economy, it could be     a primary exporter with a high
            the one hand, the USA and         easier to recover, taking as     dependence on the import of
            Europe are the largest markets    an example its ability to curb   parts and components for its
            for   Chinese    industrialized   contagion by the virus in a      industry. Therefore, its situation
            products; on the other, it is,    country with 1.3 billion people.   is much more fragile since it
            in part, the North American       On the other side, the West is   has no power of command over
            and European corporations         totally unprepared to face both   its dynamics. It is inserted in
            themselves  that  produce  in  a   the health and the economic     the international market as
            joint venture system in China -   crisis. By making his State      an exporter of commodities,
            sometimes with Chinese state      “minimum” due to the reforms     mainly soy and iron ore,
            owned companies - and that        of the last 30-20 years, it has   products of low added value,
            export to the USA and Europe.     made  it  difficult  to  organize   which generate few jobs and of


               当前的危机源于中国经济                    明确的全球战略——而不是                     一方面,西方国家完全没有
            的突然停止,原因在于中国                      与"较少国家"的意识形态对                    准备好如何应对健康和经济
            在当今世界生产结构规模上                      西方经济体进行攻击。值得                     危机。过去20-30年的改革
            的影响和重要性,它负责推                      记住的是,中国也是包括日                     使他们的国家成为“最低干
            动分散在全球生产结构中的                      本在内的东方经济体的结构                     预”国家,这使各国难以组
            价值链,并肩负与美国和欧                      中心。冠状病毒危机向陷入                     织复苏的工作。看这些国家
            洲经济体的结构联系。一方                      巨型新泡沫中的投机市场发                     在健康危机中遭受的痛苦比
            面,美国和欧洲是中国工业                      出信号——中国的发展可能                     中国还多便能明了。因此,
            品的最大市场。另一方面,                      停滞,这打破了支撑中国的                     若有什么障碍阻碍中国恢复
            部分北美和欧洲企业合并                       微弱信心,并且世界可能会                     发展,那么美国和欧洲将以
            成合资企业(有时与中国国                      被拖入比2008年还要大的                    什么速度来摆脱这场经济和
            企)在中国进行生产,并出                      危机当中。                            社会危机。他们会像中国一
            口到美国和欧洲。                            由于中国是中央计划经                     样给力地接受增加公共投资
               近年来,欧洲和北美经                     济,它可能更容易恢复。在                     吗?      在西方国家,经济主
            济体的部分经济增长(即使                      一个拥有13亿人口的国家                     要由大型企业主导,这使得
            较低)得益于与中国经济的                      里,中国遏制病毒蔓延的                      制定有机的政治战略变得困
            关系——中央的计划把控和                      能力就是活生生的例子。另                     难。而在中国,经济结构却
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