Message to America from China: "Be Nice To Countries That Lend You Money" - An Awkward Corner

Message to America from China: "Be Nice To Countries That Lend You Money"

Niranjan Rajadhyaksha - Tuesday, December 09, 2008 4:25 PM

The Chinese seem to have decided that it is time they told Americans a few blunt truths.

The website of Atlantic Monthly has an incisive and entertaining interview by James Fallows of Gao Xiqing, who manages $200 billion of China’s $2 trillion forex reserves.

Here are a few of the punches thrown by one of the most influential men in the Chinese financial sector.

1. "People, especially Americans, started believing that they can live on other people’s money. And more and more so. First other people’s money in your own country. And then the savings rate comes down, and you start living on other people’s money from outside. At first it was the Japanese. Now the Chinese and the Middle Easterners.

"We—the Chinese, the Middle Easterners, the Japanese—we can see this too. Okay, we’d love to support you guys—if it’s sustainable. But if it’s not, why should we be doing this? After we are gone, you cannot just go to the moon to get more money. So, forget it. Let’s change the way of living."

2. "Finally, after months and months of struggling with your own ideology, with your own pride, your self-right-eousness … finally [the U.S. applied] one of the great gifts of Americans, which is that you’re pragmatic. Now our people are joking that we look at the U.S. and see “socialism with American characteristics."

3. "The simple truth today is that your economy is built on the global economy. And it’s built on the support, the gratuitous support, of a lot of countries. So why don’t you come over and … I won’t say kowtow [with a laugh], but at least, be nice to the countries that lend you money."

Meanwhile, Chinese officials lectured US treasury secretary Hank Paulson on what he should be doing, a neat reversal of the situation ten years ago when crisis-hit Asian countries were the subject of such lectures from Washington.

"Washington was lectured about economic fragility yesterday by senior Chinese officials, who urged the US to stabilise its economy, boost the savings rate and protect Chinese investments.

The message went to Hank Paulson, the US Treasury secretary, who was in Beijing for an economic dialogue that he helped launch to discuss long-term issues."

And...

"Eswar Prasad, a senior fellow at the Brookings Institution, said: "One result of the crisis is that the US no longer holds the high ground to lecture China on financial or macroeconomic policies. This may actually help turn their relationship into a more equal partnership."

The Financial Times says in an editorial that: "It would have taken a heart of stone not to smile at the spectacle of Hank Paulson, US Treasury secretary, receiving a lecture on economic stabilisation from Chinese officials."

And FT adds: At a separate event in Hong Kong, the chairman of China’s sovereign wealth fund pointed out that many developing countries had clearer and more consistent economy policies than Mr Paulson did. Ouch.

Ouch, indeed!

The head of China's sovereign wealth fund has also been blunt about American arrogance, according to this Reuters report.

"On the one hand, the U.S. needs us; on the other hand, they're suspicious toward us. They want us to invest at their will. That's not sincere cooperation," Wang Jianxi told a financial conference in Shanghai.

It helps to have $2 trillion in the kitty.

 

 

 

 

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From maltwhiskman

December 9, 2008 6:22 PM
1. "People, especially Chinese, started believing that they can live on other people’s jobs. And more and more so. First there was potential to establish balanced trade with the west. And then your currency value comes down, and you start living on other people’s currency from outside. At first it was the Japanese. Now the Chinese. "We—the Americans, the Europeans, the Mexicans, and Canadians can see this too. Okay, we’d love to support you guys—if it’s sustainable. But if it’s not, why should we be doing this? After we are gone, you cannot just go to the moon to get more jobs. So, forget it. Let’s change the way of living." 2. "Finally, after decades and decades of struggling with your own ideology, with your own pride, your self-right-eousness … finally [China applied] one of the great gifts of the Chinese, which is that you’re pragmatic. Now our people are joking that we look at China and see Chinese calling it “capitalism with Chinese characteristics." 3. "The simple truth today is that your economy is built on mercantilism. And it’s built on the support, the gratuitous support, of a lot of consumers. So why don’t you come over and … I won’t say kiss our WalMart loving asses [with a laugh], but at least, be nice to the countries that buy your crap."

From Assorted Links « Mostly Economics

December 10, 2008 11:08 AM

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From V.B.N.Ram

December 11, 2008 7:53 AM
To be unduly export dependent, with a grossly undervalued currency, does more harm to the economy, than for a national currency to find its own equilibrium. An export market, whether at the national level, or at the micro level, should merely complement the domestic market ( typically as seen with some of Indian auto firms ) I was recently in Xiamen ( China ) and found, much to my surprise that the locals were spending a lot of money on amusements such as video game parlours. China's economic miracle over the last 30 years, was entirely export dependent. That is how it was able to build up almost a quarter of the world's hard currency reserves. This year the export requirement for the Christmas season have so drastically reduced ( as reported by the TIME magazine, that many units have had to shut shop ) The best bet for China would be to set up joint venture projects -infrastructure and industrial, with India, for the production of cost-effective products for both nations, a win win situation for both. As a matter of fact India, at the present time is anxiety ridden, unable to scale up its time schedules for the creation of sports and other infrastructure for the 2010 Commonwealth Games. China has agreed to offer assistance to meet all the time deadlines, at quotes much lower than what the Indian contractors have given. Let us not ignore that the Chinese moved heaven and earth to ensure that the Beiging Olympics were executed in a flawless manner.

From V. Anantha Nageswaran

December 13, 2008 8:54 PM
Maltwhiskman gets the basic counterargument right. Who asked them to accumulate foreign exchange reserves and lend them to America? It is a fatal embrace. Either of them loosen the grip on the other at one's own peril. One thing in America's favour: it should be possible for them to take a shrinking of GDP from US dollars 14 trillion to 12 trillion or whatever that number is, if only the leadership in the country starts talking the truth to its public. One might be surprised by the willingness of Americans to take pain, then. China might not be able to. I think the time for kicking the US is over. It is time to make sure that the kick does not rihochet. America ensured MAD with Lehman collapse on September 15th - a stroke of genius at one level.

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December 23, 2008 8:54 AM
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From Sharon

December 24, 2008 10:13 AM
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