Mukutsvaga kweEver Economic Miracles
Kana iwe waifunga kuti misika yose inobudirira yakanga yakafanana, funga zvakare. Izvozvo zvingave zvaiva zvechokwadi kana matengo emari akanga achikwira, asi nzira iyo imwe neimwe yekutengeserana nyika yakashanda iyo bonus ikozvino inoita mutsauko mune zvavanozoita mberi. Verenga bhuku rino, uye gadzirisa mararamiro ako mumatengesi anotengeswa nemakwenzi uye zvisungo.
Munyori, Ruchir Sharma, ndiye ari mutengesi wemakambani wemari weMorgan Stanley Investment Management.
Anotora $ 25 mabhiriyoni mumatengesi anotengesa, saka anoisa mari yake apo muromo wake uri. Anofamba kwevhiki imwe neimwe mumusika wakasiyana uye anonyora nyaya pamusoro pezvaakawana mu Newsweek, Wall Street Journal uye Economic Times. Akanyora muchidimbu zvaakawana mubhuku rino.
Misika inowanikwa inowanzoonekwa kune MSCI Index . Iyi inowanikwa munyika 21, kusanganisira Brazil, Chile, China, Colombia, Czech Republic, Egypt, Hungary, India , Indonesia, Korea, Malaysia, Mexico, Marokero, Peru, Philippines, Poland, Russia, South Africa, Taiwan, Thailand, Turkey. . Heuno VaSharma vanotora vakawanda vavo.
Breakout Nations
China - Pachave nekuderedzwa kwekutengeserana kwehupfumi, izvo zvichabata nyika dzose dzinotenderera kune iyo yekutengeserana. Basa rokukwegura. Ona China Economic Growth , Kuchinja kweChina , Chikwereti cheUnited States kuChina .
Czech Republic - Kukura nokukurumidza kuva rudzi rwakapfuma.
Chikwereti pasina. Simba rezvemari uye kutengeserana kuGermany. Chikamu cheEU asi kwete eurozone, saka inogona kukanganisa mari yayo kana ichidiwa.
Indonesia - Inonyanya kukosha pfuma yemari. Yakawanda yevanhu vanogara mumba kuti varambe vachitsvaga kutengesa, kutengesa kunze kwe 25% yeGDP. Zvakawanda zvekuchengetedza mari yekubhadhara mari, kubhadhara chikwereti.
Zviri nyore kuita bhizinesi.
Korea - KOSPI index inoratidzira pasi rose mhando nokuti makambani eKorea ndivo mauto makuru mumabhizimisi pasi pose. Yakabviswa kubva kumatombo ekumanikidzwa. Gadzirira kugadzirisa North Korea nemashandiro ayo kana (apo?) Inowira. Manufacturing powerhouse. "IGermany yeAsia."
Poland - Haisati yakanganiswa nematambudziko emari muna 2008. Chikwereti pasina. Kuumba mabasa. Misika yemumba yakakura zvakakwana kusimbisa hupfumi. Nzvimbo yakanaka - zvibvumirano zve EU trade agreements, asi inogona kuchengeta mari yayo pachayo. Mutungamiri wePIS anochengetedza hutora akatora simba musi waOctober 25, 2015. Kana ukasunungura rusununguko uye unotarisa kuchengeta simba rakawandisa, izvo zvinogona kuderedza hupfumi hwehupfumi. (Chinyorwa: "Conservative Enigma," Economist, Gumiguru 31, 2015)
Sri Lanka - Vashandi vekunyora, kunyanya kunyoresa magwaro, kushandiswa kwehurumende muzvivakovheni nekudzidziswa.
Taiwan - Zvinogadzira zvikamu zvekugovera kune dzimwe nyika makambani. Kunyange zvakadaro hupfumi hwakasimba, asi kuwira shure kweKorea. Asi makumi mana kubva kuzana kubva kune dzimwe nyika kune China neHong Kong. Tsai Ing-wen akasarudzwa muna 2016. Vimbiso yekuve yakasununguka zvikuru neChina. Anoda kusimudzira bio-tech, ma-web-linked devices, nekutsvakurudza kwezvokurapa. makambani. (Chinobva: "Mutungamiri Mutsva weTaiwani Anotora Mashoko," Bloomberg, January 21, 2016.)
Turkey - Nyika inobudirira yeMuslim. Izvo zvinotenderera kune zvekunze kune dzimwe nyika . Inogona kubatsirwa nenharaunda yayo, nekutengeserana kuEurope uye kuMiddle East. Vashandi vechidiki. Turkish lira yadonha 43% maererano nedhora reU.S. kubva muna 2010. Izvo zvinokonzera madhora-madhinomine madhenari anodhura kumakambani emunharaunda. Chikwereti chevanhu vose chikamu chikamu chezana cheGDP. Inopinza mafuta akawanda. Mafuta emafuta ezasi anobatsira kukanganiswa kwekambani . (Kubva: "Kunzwa Green," Economist , March 21, 2015.)
Kunogona Kuvepo, Kana ...
India - Inogona kuwedzera kukura, kuburikidza nedzidzo uye vashandi vechidiki, inopesvedzerwa nekonyanyisa mari uye kuwedzerwa kwemari yehupfumi. Kudai India chete yaizoita basa iri pamwe chete!
Mexico - Too yakavimbika kune zvekutengeserana kuUnited States. Kukura kwehupfumi kunobatsira zvishoma zviduku. Kuita zvechisimba zvinodhaka uye huori hwemapurisa hunoita kuti vazhinji veMexico vabve munyika, panzvimbo pokugara uye kugadzira hurumende iri nani.
Nigeria - Mutevedzeri Mutsva angashandisa zvakanaka pfuma yemafuta kuti awedzere kukura kwehupfumi nekuda kwevarombo varombo. "Nollywood" inounza mamwe mafirimu kupfuura Hollywood.
Philippines - Political instability. Tsikoni, huori hunovhiringidza zvisikwa zvemabhizimisi matsva. Hazvikwanisi hutachiona hwekusimudzira. Kana Mutungamiri Aquino achigona kutarisira zvakanaka, vashandi vaduku uye zvisikwa zvepanyama vanogona kusimbisa hupfumi.
Thailand - Kusagadzikana kwezvematongerwo enyika, kunyanya kushandiswa kwemari. Mabhizimisi anotya kuisa mari. Mutungamiri Mutsva anogona kugadzirisa zvinhu.
Hot Messes
Brazil - Too yakavimbika kune zvinhu zvehurumende zvinowanikwa. Yakagadzira nzvimbo yehupenyu iyo haikwanisi kutenga. Mitero inokwana 38% yeGDP, yakakwirira munyika inobuda. Zvivako zvishoma nezvishoma, kushandiswa kwemari kusinganisi kuchikoro, zvizhinji zvizhinji zvekutengeserana. Kudhura kwepamusoro kunokonzera kuora kwechokwadi. Makambani akavaka chikwereti chemadhora-chikwereti. Sezvo kuwira kwechokwadi , chikwereti ichi chinodhura zvakanyanya kubhadhara. (Kubva: "Kunzwa Green.)
Hongri - Kushaya hurumende, huwandu hwezvibereko, huwandu hwemitero, chikwereti chikuru.
Malaysia - Kuwanda kwemari yehurumende, kunyanya kuvimba nezvinhu. Kusasarudzwa kwebasa kwevashandi vechidiki.Kutya kwekutsvaga kwekutsvaga kwekugoverana kuri kuwira
Russia - Izvo zvinodavirwa nemafuta emari. Putin haana hanya nemasimboti ezvoupfumi mukutarisa kwake pakubata nesimba rake. Basa rayo rinokura. Haina chido chezvematongerwo enyika kuti aite ramangwana rehupfumi rinogara.
South Africa - Kuparadzana kwaenda, asi vatsvene vari vashoma vari kutonga huzhinji hwehupfumi. Makambani emunharaunda akatora madhora akawanda-madhinomwe. Mari yakaderera nehuwandu hwemadhora eU.S., zvichigadzira kutengesa kwenyika. (Kubva: "Kunzwa Green.")
Vietnam - Vatungamiri vezvematongerwo enyika havanyatsonzwisisi mari. Inoda zvivako, zvikwereti zvakawanda kune zvisina kukodzera mabhizinesi, kutengesa kwezvinhu. Varombo vakashanda vakadzidziswa. South Vietnamese haina kushandiswa.
Commodities
Sezvo nyika dzakawanda dzinotengeserana dzinotengeswa kunze, Sharma anopa chitsauko kune zvinhu. Chaizvoizvo, kuve kwepamusoro mitengo yepamusoro yegoridhe, mafuta uye mamwe masimba ezvisikwa akaendeswa nevatengesi, kwete nekutengesa uye kudiwa. Vatengesi ivavo vaitungamirirwa nechepasi, chikwereti chinodhura chakaita kuti chikwereti chive nyore uye kuchengetedza kuparadzwa kwenguva.
Sangano reStart Reserve rakagadzira hutano hwekuita nekuchengeta kuchengetedza kwezvikwereti zvakaderera kwenguva yakareba, uye nekusika $ 4 trillion mumutsva wechikwereti kuburikidza nehuwandu hweHurumende yeAkaita . Izvi zvaiitirwa kusimbisa hupfumi kuburikidza nekubvumira zvisikwa zvebhizimisi idzva, asi mabhanki haana kushandisa chikwereti kuti chikweretwe. Pane kudaro, vatsvakurudzi vakashandisa iyo kuendesa matengo emidziyo.
Iye zvino kuti iyo mitengo iri kudonha (uye vatengesi vashandura kumusika wekutengesa), zvinokuvadza kubuda kwemakambani emari. Vaya chete vakaisa mari mumabhizimisi avo epamba, zvivakoti uye vashandi vanoita zvakanaka kuenda mberi. Kuwa kwekutengeswa kwemitengo kuchabatsirawo nyika dzakadai seIndia, Turkey neEgypt, dzinosanganisa zvinhu izvi zvakasikwa.
United States
Kunyange zvazvo bhuku iri riri pamusoro pemashamba ekubudirira, Sharma anoongorora hupfumi hweUnited States. Simba rayo mune teknolojia, nekuda kweSilicon Valley, iri kuwedzera kukura uye kuwedzera kwehupfumi. Makambani eUn America vatungamiri muma software, mobile technology, social media uye internet. Izvo zvinhu uye zvese zvinoshandiswa zvinodiwa kubva kumusha muduku kuduku weAfrica kusvika kune megalopolises huru munyika yose.