Jul 4, 2007

Chinita de porquería


Interesante artículo sobre los (¿supuestos?) problemas de la economía china (visto en Barcepundit).

No sé si es para tanto, pero interesante de todos modos. No es la primera vez que leo sobre los supuestos pies de barro del gigante chino.

Si la realidad se aproxima aunque sea en una fracción a lo que se describe en el artículo, espero sinceramente que las autoridades económicas argentinas estén ya mismo trabajando en un Plan B. Como dice Juan Carlos De Pablo, “más de la mitad de la producción total de granos de Argentina está concentrada en un producto –la soja- que no tiene mercado interno). Mejor que los chinos nos sigan comprando”:

A broken China and the world stage would transform overnight into a very different scene. A crippled Chinese economy would significantly ease the strain on the world’s oil markets. The price of Crude would puke as demand from a once unquenchably needy China loosens … so too would the choke of demand for black gold. Cheap oil is a hefty tax cut on the U.S. economy, core inflation and, therefore, interest rates and national investment.

The growing political influence (and interference) of the world’s nasty energy titans - Russia, Venezuela, Nigeria, Saudi Arabia etc - are tied to the escalating price of energy – oil, natural gas, coal.

The world’s commodity prices would slacken as the pressure of demand on the commodity producers weakens. Is this a bad thing? Perhaps environmentally Al Gore might smile but his Chinese friends might have issues.

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