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GANG MEMBER TALKS TOO FU€KING MU€H

发牢骚是公民的基本权利
July 03

6

6
July 01

Private Landscape

 
€15,00
Hardback
June 25

致GOOGLE CHINA

请你们关门大吉吧!

夏夜长奔

晚上回家的时候,看见一对年轻男女在昏暗的路上牵手奔跑。男的潇洒亮丽,女的长发飘飘,情景煞是动人。及至百米以外,两人突然消失,不知去往何处,也不知为什目的。全程都是谜一般。
 
心里滋长出这样的愿望,以后每每可以遇到这么奇妙的场景;令每一个平凡不堪的夜晚都有些色彩,特别是在如此郁结而酷热的夏夜。
June 23

十年

 
大学生涯之中唯一还值得一说的东西。
 
十年,足以摧毁女人的年轻貌美,足以令热血青年变成面目狰狞的既得利益者;但更多时候对我们来说只是一晃而过,没什么感觉。
June 08

小时候在电视上看到他就觉得很压抑

石坚(1913-2009)
 
前辈离世时,他的人格力量我们还未能完全学会。但在当今这个时势,可供后辈学习的楷模已经越来越少了。
 
转眼二十多年,我辈已长大成人,并且大部已经逼近而立。现在我们的头脑正处在最发达的巅峰状态,思考不息;也慢慢开始能够品尝人间最细微的各种感情。其中,悲伤,便是最浓重者——我们正在经历越来越多的别离。这数年来,很多伴随我们长大的烙印式的文化符号,可能是物,可能是建筑,更可能是人,都开始慢慢以我们可以觉察的形式逼近消亡的阶段,然后消亡,真是悲伤不已。热烈地到来,安详地离开,这就是人间伦理赐给我们的百味糖块。
 
PS:因为某些众所周知的反智的原因,这篇文章迟了将近一周发出。
June 01

征集意见

这个问题真是难倒我:G31芯片组+800FBS下最强CPU的E5400(或E5300)+4G的800内存,适应这个平台的最好的显卡应该是哪块(N、A卡皆可)?老子决心打造最高端垃圾平台,让CORE见鬼去吧!
 
PS:今天终于败入一部SAMSUNG P2250,感谢阿区一直以来的建议,可惜我没有听他说。本来相中的是SAMSUNG另一部同等规格的便宜货,但是15000:1和50000:1的差别实在是太大;结果多掏300RMB吃下该性价比麻麻但是外观非常漂亮的东西(电脑城熟人便宜了我将近100RMB),我的消费习惯真是越来越女性化。话说回来,看着面前摆着这么大一个显示器,真是感动到流泪。下一个目标就是BD光驱了。
May 17

又一个婚礼

 
让同志们先睹为快。
May 13

大脑标签

    
 
某些人的额头上要贴上这些东西。
April 26

宜家控又晒房

 
经过一年的努力,书架总算初具规模。
April 24

阿叔,再见!

林尚义(1934-2009)
March 16

别人的权利

 
与友人讨论中外之别,话间谈及过马路的问题。我提起了我在德国与加拿大的见闻,因为我在这两个国家的一些城镇里都作过漫无目的的闲逛,那当然就会有需要过马路的时候。
 
异国的路口也分为两种,一种是有灯号的,一种则没有。第一次在德国的小镇巴登巴登过这种没有灯号的路口时,我自然而然地停下来,想着等车都过去了再过马路。但奇怪的情形出现了:当我在路口呆等的时候,我见到车子也一辆一辆地停到我的面前,排成长队,多达十数辆,俨然已经是一场微型交通堵塞。当时我并未能马上理解这种现象;及到五秒后我才意识到,这是这些驾驶者们正在对我做出礼让,让我先行通过。于是我马上飞快地跑过斑马线,并同时向这些谦卑的驾驶者挥手示意;果然后来那些车子才陆续开过,交通恢复正常。后来我又到了加拿大的小镇班芙,再一次遇到了一模一样的情形。
 
当两次遇到这种情形的时候,我大致得出结论:在没有监督者(交通灯号)的情况下,强者(驾驶者)礼让弱者(步行者)其实是欧美国家的一种通行的规则。或者说,在这些欧美国家,任何一个人都被设定为有不可侵犯之权利;而当强者和弱者的利益相冲突时,强者又必须礼让弱者。欧美的人们一直在这种伦理之下过着舒适的生活;但当来自中国大陆的我遇到这样的情形时,感到的却是十足的困惑——我为什么会被人礼让?我从来没有遇到过这样的事情,甚至完全没有概念。
 
 
印象之中,在我的祖国,别人的权利之所在,一向是一种迷思。
 
友人问道:国人有朝一日是否也可以享受如此高度的文明?我感到短期机会渺茫。实情是,一国之风尚是由一国之情况所定,而非在一国鼓吹一种风尚便可改变一国之情况。一国之情况自然涉及历史、文化、经济、地理等等诸多复杂方面,但单就我的祖国而言,一个巨大的客观因素可能首先就在于人口数字庞大,庞大到业已使人失去概念、趋于麻木。人太多,而且越来越多,但维持我们生存的资源却总是有限的,于是分到每个人手上的生存资源就少得可怜。如果我们手上的资源甚至已经不足以维持个人的生存,那么抢夺别人资源的情况就会发生。不要说是在车如流水马如龙的那些巨大的中国城市,单单是在一些普通的中国小城镇,驾驶者与步行者数量都相当可观;这是那些人烟稀少的欧美小镇不能相提并论的。
 
试想如果在每一个没有灯号的路口,车子都停下来等行人通过,那么络绎不绝的行人足以使车子长久不能开动;相反,如果行人总是让车子先通过,那么恐怕也长久不会有过马路的机会。也就是说,在我的祖国,礼让所引发的交易成本实在让人无法接受;长此以往社会必定崩溃。因此,互相争夺过路时机、各不相让客观上反而成了推动事情勉强进行的巨大而无情的力量;久而久之,各不相让就自然成了一种风气,成为必做之事。在争夺道路权的问题上如此,延伸到其他生活各个方面也是如此。于是,在一般的生活成面上,我们只关心自己的权利,但对别人的权利却漠不关心。而且好像是因为人人相争实属无奈,在我的祖国甚至可能是保证社会基本运转的要领;所以即便我们的确过得都不算好,但我们总觉得自己在极其缓慢地进步,总觉得永远有生活的盼头。这是我们生活的疯狂之处。
 
 
但如果仅仅是将我们无暇关心别人权利的问题归咎到人口众多、生存资源匮乏的原因之上,那也完全是操蛋。
 
一个吊诡之处就在于,如果我们都不关心别人的权利,那么对于别人来说也是“别人”的我们自己的权利又有谁来关心?如果我们都以为我们有一个足够巨大的理由去忽视别人的权利,那么又会有谁没有忽视你的权利的理由呢?欧美国家的人们总是热心于礼让,其实正是有其功利的一面。如你所知,驾驶者也总有要走路的时候,当他们作为一个步行者穿越马路的时候,他们也希望得到其他驾驶者的礼让。人们热心于关注别人的权利,其目的就在于要求别人也来尊重自己的权利;而且一个人如果越是热心于关注别人的权利,那么他们往往也越注重自己的权利。
 
举另一个例子。前一阵子传得甚嚣尘上的中国年轻女硕士在德国遭遇车祸身亡的事件,据闻就是因为该女硕士冲红灯导致的。我们又回到了过马路的问题上了,区别只在于这次的路口是有交通灯号的。该女硕士夜半过马路,看到路面上没有车,于是便选择冲红灯;谁知道就偏偏有一辆快车突然杀将出来,将其撞飞。有人怪责司机不小心驾驶,毁灭了这名年轻女子的人生。但司机却是义正辞严地反驳道“是那个女人冲红灯”。司机的逻辑是,在他并非故意撞死改名女硕士的前提下,当时他看到车道前方是绿灯,绿灯就赋予了他通行的权利;既然他平时遇到红灯的时候必定停车,那么其他人就不能剥夺他在绿灯时通行的权利。如此说来,原来惨死的女硕士在生命最后的时刻,在有监督者(交通灯号)的情况下,还干出了剥夺那个司机通行权利的勾当。呜呼!
 
由此证明,国人爱忽视别人的权利,除了大家的确是生存不易外,其实还因为我们平时就一直多少心存些害人的意图。
December 22

无聊的解答

 
与人谈及上面的所谓神奇图片,觉得生活中有这样一些智力小挑战是很不错的事情。把原理在这里个大家分享一下。
 
图中两个小三角形都是直角三角形,它们和另外两个图形又组成一个大直角三角形。上下两个大直角三角形的两条直角边长度都一样,但下面的一个大三角形面积看上去却似乎少了一个单位面积。
 
关键在于这两个小三角形:绿色小三角形两条直角边的最简比例为2:5,而红色三角形两条直角边的最简比例为3:8;就是说,这两个三角形之间根本就不是等比例缩放的关系,而是两个完全不同的三角形。因此如果以它们和其他两个图形来组成一个两条直角边最简比例为5:13的大直角三角形,那么后果只有一个:这个大直角三角形的斜边一定不是一条单一直线,而是一条V形线。也就是说,上面的那个大直角三角形的斜边其实是向内轻微凹陷的;而下面的那个大直角三角形的斜边则是向外轻微鼓胀的。其凹陷和鼓胀的部分之间的面积差刚好就是一个单位面积,也就是看起来缺失了的那一个单位面积。只不过是因为误差是在太小,所以欺骗了我们的眼睛。
 
世界上的确没有任何事物可以跳脱数学法则,成为超自然的存在。有了这个信念,我们生活中不可思议的事情将可以大大减少。
November 15

一句话WEBLOG 55

越是要证明自己比别人聪明,越是容易得到相反的结论。
October 01

一句话WEBLOG 54

小人物和小人物的战争。
War between small potatos.
September 20

生存的疑惑

我们是不是生活在晚清?
 
为何要XX给一个XXXX来XX我们?
 
为何要从既得利益集团手上购买高价劣质的产品?
 
为何对如此穷凶极恶的人事,可以纵容到如此荒诞不经的程度?
September 17

最后半年都挨不过

 
一直等这个该死的机器等了足足一年半!
 
但今年4月初为了去德国,还是等不下去买了可恶的5D,现在想起来真是亏大了!可喜的是ZEISS终于要出EF卡口的镜头了。话说回来,NIKON在今年推出了D3之后,火气很快就过去了。We could have only one true king,估计下一个真正的老大可能就是SONY了,看它的镜头产品线什么时候才能完善好吧。
September 05

China and Globalization

Statement of William H. Overholt1
Asia Policy Chair
Director, Center for Asia Pacific Policy
The RAND Corporation
Before the U.S.-China Economic and Security Review Commission
May 19, 2005
 
Summary
 
China has transformed itself from the world’s greatest opponent of globalization, and greatest disrupter of the global institutions we created, into a committed member of those institutions and advocate of globalization. It is now a far more open economy than Japan and it is globalizing its institutions to a degree not seen in a big country since Meiji Japan. Adoption of the rule of law, of commitment to competition, of widespread use of English, of foreign education, and of many foreign laws and institutions are not just updating Chinese institutions but transforming Chinese civilization.
 
All of China’s economic successes are associated with liberalization and globalization, and each aspect of globalization has brought China further successes. Never in world history have so many workers improved their standards of living so rapidly. Thus popular support for globalization is greater than in Japan, where postwar recovery occurred in a highly managed economy, or with the former Soviet Union, where shock therapy traumatized society. In consequence, China has effectively become an ally of U.S. and Southeast Asian promotion of freer trade and investment than is acceptable to Japan, India and Brazil.
 
Nonetheless, rapid Chinese globalization has required stressful adjustments. State enterprise employment has declined by 44 million. China has lost 25 million manufacturing jobs. 125 car companies are expected to consolidate rapidly into 3 to 6. China’s globalization successes are profoundly influencing its neighbors. India has learned from China the advantages of a more open economy. Asians schooled in antipathy to foreign investment and Latin Americans with protectionist traditions are going to have to be more open to foreign investment and less dependent on loans in order to compete with China. This will transform third world strategies of development and create broader global opportunities for our companies.
 
Contrary to early fears, China’s rise has stimulated neighbors’ trade and foreign investment rather than depriving them. Indeed China’s recent growth spurt revived Japan’s economy and saved key neighbors from recession, possibly averting a dangerous global downturn.
 
Chinese growth has brought American companies new markets. The flow of profits from China to the U.S. is as disproportionate as the flow of goods. Inexpensive products have substantially improved the living standards of poorer Americans. Inexpensive Chinese goods and Chinese financing of our deficit have kept U.S. inflation and interest rates down and prolonged our economic booms. At the same time, it has caused trade deficits and social adjustments. Chinese misappropriation of intellectual property creates losses for many of our companies. A manic construction and transportation boom has raised global raw materials prices, to the great benefit of producers and a great cost to consumers.
China’s success is one of the most important developments of modern history, but projecting from current growth to Chinese global dominance or threats to our way of life is just wrong. Unlike the old Soviet Union, reformist China does not seek to alter any other country’s way of life. Its economy faces world history’s most severe combination of banking, urbanization and employment challenges, and by 2020 a demographic squeeze that will have few workers supporting many dependents. The best outcome for us would be a China that is eventually like Japan, prosperous, winning in some sectors, losing in others. Signs that China is making rapid progress in that direction should be welcomed, not feared.
 
China and Globalization
 
Before reform, China was the world’s most important opponent of globalization. It had an autarkic economy. It opposed the global economic order. It opposed the global political order and the major global institutions such as the IMF and the World Bank. It believed that global disorder was a good thing, and under Mao Zedong it actively promoted disorder throughout the world, including promotion of insurgencies in most of China’s neighbors, in much of Africa and Latin America, and even in our universities.
 
Accompanying foreign policy disaffection was domestic cultural despair on a scale the world has seldom witnessed. In the Cultural Revolution, 1966-1976, China’s students and others, under the guidance of Mao Zedong’s peasant chiliasm, humiliated a majority of senior government and party leaders, attacked the country’s major educational, social and political institutions, destroyed much of China’s cultural heritage, and in general tried to smash the country’s establishment.
 
For two centuries Chinese had tried a range of ways – socialism, capitalism, empire, republic, warlords, religious fundamentalism, and others. All failed. Alienation was so severe that, along with students, much of the country accepted that the world economic and political order, and the Chinese economic and political order, were so stacked against them that any path to success had to start with destruction of the existing order.
 
The Cultural Revolution was actually just one small episode in the problems that Chinese impoverishment and political division created for the world and specifically for us. Had China been prosperous and unified throughout the twentieth century, we would have had European War II rather than World War II and World War I would have been quite different. China would have been able to deter or defeat Japanese aggression. The cost of those conflicts to the U.S. would have been radically smaller because Pearl Harbor and much else would not have happened. We and the world, not to speak of a billion Chinese citizens, have paid a horrible price, over more than a century, for China’s weakness. The world needs a healthy China.
 
Because of China’s successful globalization we no longer have such problems. China is no longer a vacuum that sucks the world’s great powers into gigantic conflicts. China no longer sponsors insurgencies in Southeast Asia and Africa and Latin America. China no longer seeks to undermine the global financial institutions. We obtain benefits from a China that supports stable capitalist democracy in Thailand and the Philippines; that joins the IMF, World Bank, and WTO; and that counsels its neighbors about the benefits of political stability, free trade, and free investment.

From the beginning of the Cold War, it has been the central tenet of U.S. foreign policy that, if we could engage as much of the world as possible in successful economic growth, through domestic reform and what came later to be called globalization, we could stabilize Europe and Asia, win the Cold War, and create a stable global order. Our military protected this process, but from the Marshall Plan to our aid missions in Asia and Africa, the core long-run strategy of our country has been to engage the world and stabilize it by enmeshing other countries in a web of institutions and successful economic practices that constitute the kind of world we want.
 
This strategy has proved to be one of the most successful geopolitical strategies in human history, so much so that it has entangled our former enemies as well as our allies in the web we wove. Throughout, it has stimulated many controversies, and occasional waves of fear in this country. Key industries, including especially textiles and shoes, have successively opposed liberal trade with Japan, South Korea, Taiwan, Southeast Asia, China and Latin America. We had a wave of panic over whether Japan was going to take over all manufacturing and buy all our most important assets; after all, if they could triumph in steel, cars, and televisions, and buy Rockefeller Center, wasn’t everything in our economy at risk? Elsewhere, weren’t we sponsoring horrible dictatorships by encouraging the development of Taiwan and South Korea? Each time, our fears have proved excessive, and each time our strategy triumphed. The results have been good for our security, good for our prosperity, good for political liberalization overseas, and good for the people of our trading partners. Our concerns about China are the same.
 
China’s globalization
 
What we never expected from our strategy was that it would entice our former adversaries, including China, into our web of economic institutions and our commitment to geopolitical stability.
 
Although joining late, China has joined the globalized system much more enthusiastically than Japan. China’s economy is much more open than Japan. China’s trade in 2004 was equal to 70% of its GDP, Japan’s to 24%. China received $60.6 billion of foreign direct investment in 2004, while Japan, with an economy several times larger and in a phase of restructuring that should have attracted disproportionate foreign investment, received only $20.1 billion.
 
China’s globalization is not confined to opening the economy but more importantly to globalization of institutions. Here the development strategy of contemporary China bears a striking resemblance to that of early Meiji (mid-nineteenth century) Japan, when the Japanese government was sending missions around the world to choose for emulation the best foreign navy (Britain), the best foreign education system (Germany), and so forth.
 
In the intervening century and a half, Japanese practice has become more inward-looking, while China has evolved from Qing defensiveness and Maoist peasant xenophobia to an assimilative cosmopolitanism.
 
Today China is the country that sends missions throughout the world seeking best practice. It adapts not just foreign technology and foreign corporate management techniques but also a wide variety of foreign institutions and practices: international accounting standards; British, U.S. and Hong Kong securities laws; French military acquisition systems; a central bank structure modeled on the U.S. Federal Reserve Bank; Taiwan-style regulations for foreign portfolio investment; an economic development strategy adapted from South Korea, Singapore and Taiwan; and many others. Among the most important of these changes are the decision to adopt the Western concept of rule of law; adoption of competition as a centrally important economic practice; and adoption of English language as virtually a second language for the educated Chinese population.
 
Today I can lecture in Peking University and interview senior officials in Beijing and Shanghai without a translator. Perhaps most importantly, China has sent its elite youth abroad for education in an exercise of internationalism comparable to the Romans turning over their children to the Greeks.
 
Of course, such changes occur gradually; you can’t instantly introduce Western accounting or Western law in a country that starts with no professional accountants or lawyers. But the changes are startlingly fast compared with what other countries do.
 
More importantly, these are not technical adaptations in the manner of the old dynastic efforts to pursue “Western technology, Chinese culture.” These are transformative processes that in cases like rule of law and promotion of competition repudiate core aspects of traditional Chinese civilization that go back for millennia.
 
China is also experiencing globalization of tastes. The exposure of the Chinese population to foreign brands has been incorporating them into global culture. To take one example, I spent many months studying the Chinese car industry. One of the questions we were asked was whether China might develop indigenous car models in a closed-off market like that of South Korea in the 1970s and 1980s. What we discovered was that the Chinese people have been so much more exposed to global culture than South Koreans of a generation ago that no car could succeed in China unless it incorporated global designs and prestigious foreign technologies. Ten to thirty years ago, when South Korea was at a phase of car industry development more comparable to China today, one virtually never saw a European or American car on the road, and they are still very rare today. But in China the roads are packed with Volkswagens and Buicks. China has come to believe in globalization more than most third world countries and many first world countries. China’s successes have all coincided with “reform and opening,” that is, with globalization. In contrast, Japan’s and South Korea’s successes occurred in an era when, although they were globalizing, they employed far stricter controls on trade, foreign investment, and domestic economic activity than today’s China.
 
Globalization has required extremely painful adjustments by China. Employment in the state enterprises has declined from 110 million at the end of 1995 to 66 million in March 2005. Those who think there has been a simple transfer of U.S. manufacturing jobs to China will be surprised to know that manufacturing jobs in China have declined from over 54 million in 1994 to under 30 million today. Even these striking numbers understate the adjustments China has had to accept due to greater competition and lately from WTO membership. For instance, while employment in the car industry has remained relatively constant, the number of car manufacturers is expected to decline from 125 at the peak to somewhere between three and six. Meanwhile, foreign joint ventures have come to dominate much of the market.
 
It is hard to overstate the social adjustment Chinese are experiencing. But because China has been willing to accept such adjustments, no large country in human history has ever experienced such rapid improvements in living standards and working conditions. When reform began, workers in Shanghai all wore the same clothes, looked tired and listless, and seldom owned basic appliances like televisions or even watches. In the countryside malnutrition was widespread. Today Shanghai workers wear colorful clothes and look confident and energetic. Today the average Chinese family owns slightly more than one television. Malnutrition has vanished. As a result, Chinese overwhelmingly support further globalization.
 
China’s globalization and other countries
 
China’s globalization has of course strongly influenced other countries too. The most important impact has been on India’s economic policy and performance. Since independence India’s economy had been hobbled by extremely protectionist trade policies, an antagonistic stance toward foreign direct investment, and a remarkable network of domestic socialist economic controls called the license raj, combined with strong foreign economic and political ties to the old Soviet Union. A 1991 foreign exchange squeeze and neighboring China’s success shocked India and also showed that abandoning the old hostility to globalization could lead to prosperity. While India startedlater than China and moved more slowly, India’s economic growth rates have doubled.
 
The number of people in absolute poverty has declined sharply. Exports have boomed and foreign exchange reserves are ample for the first time in modern history. Visit India today, as I did last month, and you find the kind of hope and confidence and energy that once seemed confined to East Asia.
 
As happened earlier with China, India’s newfound economic dynamism has shifted the balance of leaders’ priorities from conflictful geopolitical goals to mutual economic interests. India’s relations with its neighbors, sometimes including even Pakistan, and most notably with both China and ourselves, are much better than previously. Indeed, Indian-Chinese relations are better than at any time since the conflicts of the 1960s, and India’s business community has shifted from terror about competition with China to confidence in India’s competitive advantages and even some celebration of India’s recent trade surplus with China.
 
China’s influence on India’s economic policies is just one example of a much wider phenomenon that is probably just beginning. Until recently, most of the third world plus Japan has taken a relatively hostile attitude toward foreign direct investment. Difficult licensing requirements, high taxes, unfair judicial treatment and an negative opinion climate have faced direct investors from Japan and South Korea to the Philippines and Thailand to India, not to mention most of Latin America. Instead of accepting foreign ownership, countries typically relied on foreign loans (South Korea, Southeast Asia, Latin America) or domestic loans (Japan), frequently creating an excessive burden of debt. Thailand imposed very high taxes and then reduced them for selected foreign investors; Indian groups attacked Kentucky Fried Chicken with distorted hygiene allegations. Now such tactics are waning.
 
The success of China at balancing debt with equity, building upon the previous successes of Hong Kong, Taiwan and Singapore, is gradually changing the way much of the world manages economic development. This Chinese influence is going to be transformative, particularly in Asia. The old pattern has been to avoid dependence on foreign investment by taking domestic and foreign bank loans. Governments then controlled the development of industry by channeling the bank loans. This made companies and countries overly dependent on banks, leading to periodic financial crises. It gave governments too much control over industries, encouraging mismanagement and corruption. It gave unfair advantages to large, politically favored companies over smaller companies and foreign companies. Importantly for us, it limited the opportunities for our own companies. Now competition with China will force most companies to open themselves to foreign investment. American companies will benefit not just in China but throughout the world.
 
At the beginning of this decade, there were widespread fears that China’s success would suck the trade and investment away from its Asian neighbors, impoverishing them. In the event, the opposite has happened. Wherever rules have been changed to welcome foreign direct investment, as in India, South Korea, and Japan, such investment has boomed. China has taught others to attract foreign investment, and in response the total pool of foreign investment has greatly expanded.
 
Amid the global slowdown following the tech bust, countries like South Korea and the Philippines found themselves saved from recession by Chinese demand. Most importantly, Chinese demand provided the stimulus that lifted Japan out of recession. It is difficult to overstate the risk the world economy faced from the Japanese situation, where mountainous debt created the risk of a domino-like collapse inside Japan and subsequent rippling collapses around the world. That risk seems to have passed, helped by a critical margin of stimulus from China. Few books are written about global depressions that never happened, but it is quite possible that China’s globalization saved us from beginning the new century with a drastic global economic squeeze.
 
Many other peoples have benefited from Chinese demand that rose just as the world economy was slowing. Raw materials producers had become inured to terms of trade that deteriorated inexorably year after year. Suddenly our ally Australia found that its terms of trade have improved to the best in its entire history, largely because of Chinese demand. Many of the world’s poorest countries, including Laos, Papua New Guinea, and much of Africa, benefited just when they needed it most. No aid programs, no IMF gold sales could have come close to providing the improved livelihoods that resulted from increasing, sustained demand for their products.
 
In short, the most important results of China’s rise are the same as the results for the world of America’s rise or of the recoveries of Japan and Europe: you are always better off with a rich neighbor than with a denizen of the slums.
 
Benefits and costs for the U.S.
 
China’s globalization has had numerous impacts on the U.S. Most obviously, China has become a vast market for U.S. goods. Arguments that this is a mythic “China Dream” have proved false. Coca Cola has long since surpassed the fabled goal of selling a billion Cokes. General Motors, once ridiculed by the China Dream theory, sells many Buicks in China, and, despite a current cyclical pause, profits from China have been a critical margin for GM during a difficult time. We gain from billions of dollars of profits remitted back to our country and from the improved health of our most successful companies as they compete against other foreign companies. Lower prices for basic goods have contributed significantly to American standards of living, particularly for our less prosperous citizens. While we do not yet have definitive studies, indications are that lower-income Americans achieve improvements in their standards of living of perhaps 5% to 10% as a result of being able to buy lower-priced
imports from China. That impact is undoubtedly expanded by the fact that competition from China drives other countries to produce less expensive goods for our consumption.

Inexpensive Chinese goods have kept down our inflation rates and enabled us to prolong the upswings of our business cycles because the Fed doesn’t have to raise interest rates so quickly in order to slow inflation. Similarly, Chinese purchases of U.S. Treasury bonds have helped to finance our budget deficits. Without those Chinese purchases we would either have to raise interest rates, slowing our growth, or we would have to run comparable trade deficits with other countries so that they could buy our bonds.
 
We are just beginning to see another layer of benefits. The Chinese are beginning to invest here. Haier is now manufacturing refrigerators in this country. When China’s Lenovo bought IBM’s personal computer business, it saved jobs in a moribund division, freed IBM to move up into higher-tech markets, and helped finance that IBM move up.
 
So far, this trend is small, but it will grow quickly. China’s goal for this year is to spend $30-40 billion buying resource and distribution companies.
 
We also benefit indirectly from China’s boost to foreign economies like Japan and Australia. Having a prosperous partner is invaluable to the U.S. economy. We spent the 1980s fretting about Japan taking over the world, but we spent the 1990s worrying that Japan wasn’t doing its share to boost global growth. Those who worry about China’s success would have far more to worry about if China’s growth slowed drastically.
 
Adjustment problems
 
China’s globalization and growth also cause stresses for us. Some of these are politically eternal but economically and strategically tired. As countries get rich, the manufacture of textiles, and shoes, furniture and basic consumer electronics mostly migrates elsewhere.
 
The manufacture of socks migrated from here to Japan, from Japan to South Korea and Taiwan, and thence to Southeast Asia and now China. That adjustment will continue. It has been gradual over many decades. We have had ten years to get ready for the current round of textile adjustments. We knew what was coming and we agreed to it, in return for China so stressful that they are virtually beyond Americans’ imagination. Our own adjustments are smaller than those of virtually any other country.
 
These adjustments are smaller than we tend to believe, because China gets blamed for much that it does not cause. Virtually all of our job loss has been caused by productivity improvements. In fact, productivity gains have been sufficiently large that we should have experienced more job losses than we have. It is conceivable that our job losses have been smaller than they “should” have been because China has helped us adapt. We don’t know, because no lobby has been interested in paying for the research to find out how many jobs have been saved by partial moves to China decreasing the costs of endangered companies. And China is, of course, just part of a global readjustment caused by China, India, and the former Soviet Union joining our economic system.
 
A more serious policy problem is hyper-competition created by cheap financing in China. The irrationalities of the Chinese financial system mean that in key sectors like steel China builds too many factories, and props up too many moribund companies, causing massive overcapacity. In recent years Chinese financial vagaries have led to excessive construction and huge demand for steel, aluminum, cement and others. For a while this has buoyed the global steel industry, including ours. But it has also led to construction of so many steel factories in China that soon China will have half of all world capacity. That means overproduction and eventually a steel price bust.
 
This cycle creates problems for our industry, just as our Internet mania and tech bubble created problems for much of the world. It is fair for us to complain about such problems. It is fair to pressure the Chinese to reform their financial practices. It may be fair in some cases to view Chinese bank lending practices as constituting an inappropriate subsidy. The tone of our complaints and the substance of our policies needs, however, to reflect three facts. First, the Chinese are trying to reform their banks and put them on a market basis. Second, our financial vagaries cause them problems too. Third, the biggest price for their financial mismanagement will eventually be paid by them, because inappropriate lending eventually makes troubled banks much more troubled. China making steel today looks like Japan buying Rockefeller Center two decades ago; if you project their excesses indefinitely into the future, first the Japanese and now the Chinese look as if they are about to take over everything in the world. But when you look at their underlying finances, you see a black hole. The Japanese spent the 1990s in their black hole and are still trying to climb out. China will feel the pain of its recent spree for many years. Having said these things, some excesses may require a policy response by us.
 
Chinese theft of intellectual property has become a major issue. The IPR problems presented by China are similar to those presented by other developing countries. In the 1930s, Japan built cars that were half Ford parts and half GM parts, with DeSoto styling. In the early days of Japan’s postwar takeoff, a high proportion of its electronics exports infringed Texas Instruments’ patents. I, like numerous others, accumulated a library of knockoff books from Taiwan in the 1970s, and Taiwan still has the best knockoff watches. When I lived in Singapore in 1998, I could get knockoffs of most Hollywood movies at a six-story building within five minutes’ walk of my office, and indeed well into the 1990s official U.S. government briefings credited Singapore for some 70% of the knockoff computer software in Asia – at a time when China was getting most of the blame. China’s IPR practices today are not very different from those of India and Russia. But the scale and efficiency of China, and the extent of foreign direct investment in China, make the issue a larger one. Indeed, the IPR losses caused by Chinese practices are probably on a scale with those of other major emerging markets, like for instance American youth. It is appropriate for us to make very strong representations about IPR abuses. It is appropriate for us to implement policies that punish bad behavior and reward better behavior. It is also useful to maintain a certain historical perspective.

The other side of the benefits Australia, Africa, Latin America, and other resource providers (including part of our own economy) have received from Chinese demand is a rise in prices for consumers, and we are more consumer than producer of raw materials.
For many key materials, the biggest part of recent price rises has been cyclical. The Chinese mania for steel, aluminum and cement has peaked. In the case of petroleum, the cumulative increase in demand caused by China, India, Russia, and other developing countries may soon push against long-run supply constraints. This may compel us to make new, potentially urgent decisions about conservation, the kind of energy we use and the degree to which we compete or collaborate with the other major users. This would have happened eventually even without the rise of China, but China is certainly accelerating the issue.
 
Finally, the rise of China raises questions about whether we face a major challenge to our role in the world or to our way of life. One part of this is easy. We do not face a challenge to our way of life. Unlike the Soviet Union, and unlike China under Mao Zedong, reformist China does not seek to change the way we organize ourselves or the world, but rather to join the world system we have created. Geopolitical competition raises more complicated issues. Like South Korea, as China grows it gets stronger. Its military becomes more modern. In one particular area, the Taiwan Straits, maintaining our dominance will become increasingly difficult. That is a serious and difficult and legitimate challenge for our military to cope with. But theories that China is going to take over the world suffer from the same flaws as theories two decades ago that Japan was going to take over the world. The Chinese military has to defend 11,000 miles of not-always-friendly borders, and its growing military is far from excessive for the tasks it faces. Economically, China is not going to manufacture everything in the world; no country can have a comparative advantage in everything.

In the medium term China faces daunting challenges. Its banks are the worst in the world that we know about. In each generation a population about the size of the United States will move from China’s countryside to its cities. Each year 12-13 million new workers join the work force. The impact of productivity on employment in manufacturing is much more severe than in our country. All these people need jobs. For a considerable period China’s high growth can be sustained, but only through heroic reform measures by China’s leaders. If somehow China powers through these problems, by 2020 its aging population will have the worst ratio of workers to non-workers of any population in the world, including Japan’s. That is to say, without some miraculous new policies the Chinese economy may well hit a wall in that period. In 2020, they will still be a very poor country by our standards. Even if their success continues until then, they will not be taking over the world.
 
The emergence of China as a principal advocate of globalization and stability creates a complex geopolitical situation for us. On issues of free trade and investment, and on a variety of economic issues like GMO crops, China is our principal ally. On North Korea, despite differences over tactics, we share the same goal and China is our only effective partner. On terrorism and crime, China is our principal Asian ally. We are now in a novel situation where Japan is our military ally and partial ideological soulmate, but China is effectively our ally on the important political and economic issues, with Japan either ineffectual or in opposition to us. This is a novel historical situation.
 
Where Chinese influence has increased greatly at our expense, other than the unique situation in the Taiwan Straits, it has been because we and our traditional allies created a vacuum, not because China has aggressively asserted power. But there have been important shifts, and we need to be very conscious of them. On the dangerous North Korean issue, we have been divided at home, and our allies, most notably South Korea, have disagreed with our tactics. We have demanded that China play the central role, and China was hesitant to accept the invitation. In Southeast Asia, we have traditionally earned loyal support by organizing our policies around a core value of economic growth through liberalization and globalization. Today we are perceived as having abandoned that priority in favor of a more military focus on the war on terror, while China is seen having abandoned its Maoist geopolitical priorities in favor of a priority for mutual economic development through multilateral liberalization. Within our economic policies we are seen as having abandoned multilateral liberalization in favor of highly politicized bilateral free trade agreements, while China has become the principal supporter of multilateralism. China carefully joined ASEAN on trade, rather than asserting its own vision. Without exception, Southeast Asian (and many other Asian) elites see the 2003 APEC summit as a watershed that marked the U.S. and Chinese reversal of roles. The result of these Korean and Southeast Asian developments is a sea change in Asian geopolitics, but we are the ones who made the changes, not China, and we still can take the initiative if we wish to do so.
 
We Americans must be very clear about the difference between success and failure. When our system of institutions and relationships pulls the unstable China of 1870 and the destructive China of 1970 into coherence, prosperity and support of the major global institutions that we have created, it is success for us, not failure. In fact, it is one of the great successes of history. When we have a prosperous economic partner, at the cost of historically minor adjustments, that is success for us, not failure. Of course, our successes to date provide no absolute assurance that China will always be friendly or supportive of our institutions. But if we welcome China’s prosperity, we maximize the chances of an auspicious outcome. If we reject it, we ensure the worst outcome.
 
The best outcome for our relationship with a globalized China is that China becomes like Japan, a prosperous competitor with whom we have a mutually beneficial division of labor. Hopefully China will absorb useful political lessons from its Asian neighbors, and hopefully Japan and South Korea will learn the economic lessons of China’s superior openness to our investments. China’s turn to globalization has been one of the greatest foreign policy triumphs of American history.
 
My first boss was Herman Kahn, who wrote a book called “The Emerging Japanese Superstate.” Japanese experts constantly worried that, if their economy really succeeded, we would intervene to put them down. Herman Kahn invariably replied, “You don’t understand Americans. We won’t attack you. We’ll take credit for everything you achieve.” Herman Kahn was a great American strategist and a great American patriot.
September 04

近况

 
丽江怒汉。在连州时更怒。
August 15

司机也是人

今天采访一超高级超豪华酒家。该酒家有36个最低消费10000元至50000元的包房(最高的达到200000元),还有两个无敌江景大厅。
 
我拍完该大厅的时候问这里的最低消费是多少。负责人说,这里只是给去包房消费的那些人的司机坐的。我大吃一惊,说居然会为司机单独准备这么豪华的桌子(我的意思是难道司机没有资格坐到包房里面吗?)。
 
那个负责人抢先说:“司机也是人啊!”
July 28

中文的力量 II

女娥长歌,声协宫商,感心动耳,荡气回肠。
July 25

不再加入其他网络社区

本人不打算加入开心网或校内网等网络社区,请不要再轰炸我的邮箱。同时欢迎来Facebook找我。
July 09

除名声明,哇哈哈哈!

发现韩国人和日本人都不另外改英文名而自豪地使用自己的名字,所以决定以后弃用Johnson这个名字。 
June 29

一句话WEBLOG 53

汤力水很好喝,于是你年年喝月月喝天天喝,结果把它喝成了一种面目可憎的饮料。
June 18

一句话WEBLOG 52

那么聪明和善良的我们老是被那些狗日的蝇营狗苟的走狗屎运的屄欺负!