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    November 06

    我看本次经济(金融)危机之后的世界经济格局

    认为美国将掀起贸易保护主义

    发展振兴本国制造业将成为美国主要的产业经济政策

    这是从经济危机中得出的重要结论

    这对靠物美价廉取胜的发展中国家来说应该说是个不好的事情

    企业家唯利是图

    但国家机器会采取关税等政策狙击

    所以能实施下去

    在中国来看有些产业会迅速受到影响

    有些需要些时间

    认为欧洲在经济危机过后却会延续以前的经济政策

    所以国际贸易应向欧洲倾斜

    发展中国家在贸易保护的背景下发展会困难的很

    假设真的贸易保护蔓延

    世界在不久的将来就会陷入全球性的经济危机

    下次经济危机将从发展中国家开始

    但我倒不认为中国会成为最大的受害国

    因为我们拥有最大的内需消费潜力

    在目前国库充裕的前提下

    民生保障政策(医疗保险住房)得到实施后

    内需消费会迅速崛起

    并且中国制造业基础设施完善

    出口产业结构完善丰富复杂

    可以转变出口方向

    甚至比我国发展更差的国家出口

    目前全球若保护主义盛行将是灾难

    2009-9-13凌晨 赵世材

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