China must be urged to act responsibly


  by Yomiuri Shimbun
  Daily Yomiuri | 17 Jan 2005
  http://www.yomiuri.co.jp/newse/20050117wo81.htm  

In November 1975, Japan, the United States and four European 
countries held their first summit meeting on the world economy at 
Chateau de Rambouillet, an old castle on the outskirts of Paris that 
is used by French presidents for vacations. 

The six countries, which were leaders in many sectors ranging from 
currency to trade, confirmed that they would all cooperate for the 
first time in history toward rebuilding the world economy, which had 
fallen into its worst postwar recession due to the autumn 1973 oil 
crisis. 

It was a historic meeting for Japan, which had been on the path of 
economic reconstruction since the devastation of World War II. 
Thirty years after its defeat in 1945, it was accepted as a major 
player in the world economy, then led by the United States and a few 
European countries. 

Another 30 years have passed since that first summit meeting. We 
have ushered in a new year that sees the world economy burdened with 
such risk factors as a sharp decline in the value of the U.S. 
dollar, soaring oil prices and a negative rebound from China's 
overheated economy. 

=== 

World economy growing 


According to the World Bank, many countries last year saw economic 
growth higher than average growths registered in the 1980s and 
1990s, while the world economy posted a 4 percent growth for the 
first time in four years. 

Although the world economy is projected to slow down to 3.2 percent 
growth in both 2005 and 2006, due to such factors as volatile high 
oil prices, the bank said this year could be a starting point for 
the world economy to realize long-term stable growth, thanks to 
structural reforms and expansion in free trade. 

The best-case scenario amid such a moderate slowdown in the world 
economy is for countries to realize stable, domestic demand-led 
economic growth while going ahead with structural adjustments in 
such areas as state finances and employment. 

But non-economic factors still have the potential to damage the 
world economy--factors such as the Iraqi situation, international 
terrorism and speculative funds trends. 

It is important to improve the ability of the world economy to 
manage risk and secure sustainable, stable growth. 

Japan must assume an active role in this task. 

We need to work harder to promote, under the auspices of the World 
Trade Organization, a new round of multilateral trade talks, which 
have entered their final stages; to reinforce the functions of the 
International Monetary Fund; and to build a safety net for East 
Asian currencies and foster the Asian bond market. 

=== 

Accelerate FTA negotiations 


It also falls to Japan to accelerate negotiations toward the 
conclusion of bilateral free trade agreements centered in East Asia. 

The greatest change now impacting the global economy is the rapid 
rise of the Chinese economy. 

The Chinese economy is year-by-year catching up with the 
industrially advanced countries of Japan, the United States and 
Europe at an ever-accelerating pace. 

The amount of China's annual trade will certainly be shown to have 
surpassed that of Japan to become the world's third-largest last 
year. In terms of gross domestic product, the country became the 
world's 7th-largest in 2003. There are even estimates that 10 years 
from now, China could surpass the United States, currently the 
country with the largest amount of trade. 

The Chinese economy has up to now been praised, as it has been one 
of the major engines driving the expansion of the world economy. 
Recently, however, concerns have arisen that in a rebound from 
excessive investment and production, the Chinese economy might slow 
down, dropping China's domestic economy into chaos and having a 
negative impact on the world economy. 

For Japan, which continues to deepen economic ties with China over a 
broad range of interests, including bilateral trade and investments, 
the impact on its economy could be huge. 

=== 

China needs soft landing 


The biggest challenge China faces now is to realize a soft landing 
into stable growth. 

Chinese policy-planning authorities have visited the Finance 
Ministry and the Bank of Japan frequently since autumn. 

Japan has been forced to learn some bitter lessons as a result of 
the bursting of the bubble economy and policy mistakes. We should be 
able to help China formulate a policy that will lead to an economic 
soft-landing by teaching it these bitter lessons. 

Crude oil prices, which are still quite high, also pose a great 
threat for importer countries such as Japan. 

The high oil prices stem partly from a lack of capacity to pump oil 
in oil-producing countries and partly from the uncertainty 
surrounding the situation in the Middle East. 

But they have more to do with the impact of the rapid increase in 
oil consumption by China. The country has become the second-largest 
oil consuming country, next to the United States, with the increase 
in oil it consumed from a year earlier accounting for one-third of 
the world's entire increase in oil consumption. China must try to 
control its oil consumption. 

The rapid rise of the yen and the euro against the dollar will also 
decrease the chances of stable growth in the economies of Japan and 
Europe. 

The increases in the United States' fiscal and current account 
deficits, which lie behind the rapid decline in the value of the 
dollar, could send U.S. stock prices sharply down and long-term 
interest rates higher. 

=== 

Yuan pegged unfairly 


By pegging the yuan currency at a rate to the dollar far lower than 
its real market value, China has held down the export prices of its 
products on a U.S. dollar basis and driven up exports, sending the 
U.S. current account deficit higher. 

Since late last year, both Japan and the United States have urged 
China to revaluate the yuan to the dollar. The two countries should 
help China devise a system to implement the revaluation smoothly by 
helping the country fend off the shock such a measure could cause. 

China, which joined the WTO three years ago, is moving ahead with 
opening its markets. But it continues to control the import of 
certain raw materials, while its protection of intellectual property 
rights is inadequate. There has been an uncountable number of cases 
concerning the unauthorized use of trademarks and patents held by 
companies in Japan, the United States and Europe, and their brand-
name goods are frequently copied. 

Japan, the United States and European countries must persevere in 
their efforts to persuade China to strictly observe WTO rules and 
bring the country into the world's free trade system. 

China is expected to be invited to attend a meeting of finance 
ministers and central bank governors of the Group of Seven major 
industrialized economies in February and a summit meeting of the 
major powers in July. 

A summit meeting of the Asia-Pacific Economic Cooperation forum and 
a ministerial meeting of the Doha Round of multilateral trade talks 
are scheduled for late this year. 

Japan, the United States and European countries must urge China to 
act like an "economic power with responsibility" through this series 
of talks. 









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