Saturday, July 12, 2014

Perhaps the United Kingdom should leave the EU economic area and join the China economic area

On CCTV's Dialogue Yang Rui interviewed David Dollar from the Brookings Institution.

They discussed how China's "strong central leadership could make all the difference to growth rates" boosting them to 8% pa rather than the expected 4% pa.

However a sophisticated economy cannot grow without an educated and innovative workforce.  An educated and innovative workforce will need to have a critical outlook (all innovation comes from criticism).  A critical class of people will eventually criticise they way they are governed and controlled - this is inevitable.

Therefore China's economy already contains a paradox - growth is not possible with a critical outlook, and a critical outlook must eventually mean on-going governmental reform and democracy.

The discussion referred to the need for internationalisation of the RMB exchange rate regime - liberalise interest rates; open up financial services to competition; open up the capital account.

As we are living in a globalised world distance is no longer a constraint.

Therefore perhaps the United Kingdom should leave the EU economic area and join the China economic area.  It would make a lot of sense given how complementary the two economies are (unlike the EU where all the economies are competing).  China has reserves of 4 trillion dollars.

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