巴菲特和盖茨对经济前景乐观(2009商学院讨论实况)
Warren Buffett & Bill Gates: Keeping America Great
November 12, 2009 (Thursday) Warren Buffett and Bill Gates Share Their ‘Optimism’ With Columbia Business School’s Students in New York City.
Warren Buffett and Bill Gates answered questions from more than 700 cheering Columbia University students gathered in a campus auditorium for a 90-minute CNBC Town Hall event hosted by Becky Quick.
Despite the nation’s economic problems and bleak job prospects for many of those attending, the mood has been very upbeat.
Gates said he’s excited to be here to share his “optimism.”
The early questions addressed Buffett and Gates’ views of capitalism in the wake of the massive financial crisis that has rocked the world over the last year (2008). Buffett says there were some difficult times but he never had a doubt that the American “way of life” would survive.
Gates says American capitalism will need some “tuning” but the basic system is strong.
巴菲特与比尔.盖茨 – 保持美国强大繁荣
沃伦.巴菲特和比尔.盖茨于2009年11月12日(星期四)在纽约市和美国哥伦比亚大学商学院热情的学生们分享了他们对经济前景’乐观’的见解。
沃伦.巴菲特和比尔.盖茨在CNBC电视台于校园会堂为时90分钟的集会活动中回答了许多问题。
对许多参加者来说,尽管美国国家的经济问题和就业前景不甚乐观,他们却情绪高昂。
盖茨说,他高兴来到这里以分享他的“乐观”想法。
对於经历震撼2008年的大规模金融危机之后,如何来看待资本主义制度,巴菲特和盖茨发表了他们的观点。巴菲特说,困难时期实际存在,但他从来没有怀疑过美国的“生活方式”能够得以幸存。
盖茨说,美国的资本主义制度将需进行一些“调整”,但基础系统是健全的。
(黄达维 David C. Huang, November 2009 USA)
Lee Kuan Yew’s Speech at US-ASEAN Business Council 2009 李光耀演讲全文
The Minister Mentor and First Prime Minister Lee Kuan Yew of the Republic of Singapore visited the United States in October 2009. Before he met with President Obama on October 29, 2009, Mr. Lee Kuan Yew attended U.S.-ASEAN Business Council’s 25th Anniversary Gala Dinner on October 27, 2009 at Washington, DC. to accept Lifetime Achievement Award.
In his remarks, Minister Mentor Lee spoke at length on the strategic situation in East Asia, saying, “To remain at the centre of East Asia’s economic and political evolution, ASEAN must integrate more closely and with urgency.” On the role of the United States, he added, “In building any new East Asian architecture, the U.S. must be an important part of it…whatever the challenges, U.S. core interest requires that it remain the superior power in the Pacific.”
李光耀在美国-亚细安商业理事会成立25周年晚会上演讲全文
新加坡共和国内阁资政李光耀于2009年10月访问美国。在10月29日会见美国总统奥巴马之前,李光耀先生于10月27日出席了在华盛顿举行的美国-亚细安商业理事会成立25周年晚宴及授予他个人终身成就奖的授奖仪式。
在晚会上,资政李光耀发表有关东亚战略形势的演讲。李光耀指出,“为了使亚细安保持东亚经济和政治演变的中心,当务之急,亚细安必须更紧密的整合。” 当谈到美国在东亚地区的地位时,他指出,“在建立任何新的东亚架构时,美国必须是其重要的组成部分。…不论面临任何挑战,美国的核心利益需要她在太平洋地区保持优势的强国地位。”
李光耀演讲全文如下:
SPEECH BY MR LEE KUAN YEW, MINISTER MENTOR, AT US-ASEAN BUSINESS COUNCIL’S 25TH ANNIVERSARY GALA DINNER, 27 OCTOBER 2009, 3:48 PM AT WASHINGTON, DC
Senator Jim Webb
Chairman, Subcommittee on East Asian and Pacific Affairs, Senate Committee on Foreign Relations,
Senator Christopher “Kit” Bond,
Members of the House of Representatives,
Under Secretary of State Robert Hormats,
Assistant Secretaries,
The Honorable Henry Kissinger,
The Honorable George Shultz,
The Honorable William Cohen,
Mr George David,
Mr Alexander Feldman,
Distinguished guests,
Ladies and gentlemen,
Thank you for honouring me this evening. Small countries have little influence on international trends. Singapore has always taken the world as it is. We analyse the world clinically, take advantage of opportunities that come our way or get out of harm’s way. This evening, I hope to share with you some of my views on some major international trends.
2 I have lived through several historic eras: as a British colony; then, a Japanese military conquest and occupation that shattered Western colonial empires. Then, the Cold War between the US/western Europe and the Soviet Bloc. Finally, in 1992, the dissolution of the Soviet empire. And the world is now in the midst of another momentous transformation.
G-20
3 When President Barack Obama announced at the Pittsburgh G-20 Summit that G-20 would replace G-8, he implicitly acknowledged the end of the post-World War II world order. An American President has taken a realistic view of the changed world, although for the next two to three decades, America will remain the sole superpower.
4 America and her European allies shaped the world order after World War II.
5 The UN system and Bretton Woods institutions will still be important. But for some time, it has been clear that the present system can no longer ensure international stability. America has now signalled that emerging major powers will be included to manage the world order.
6 No one can predict how the G-20 will evolve. It does not herald a multi-polar world with parity between the different poles. Europe, a large economy, is no longer a global strategic actor. India and Brazil have influence in their own regions. Russia is a major nuclear power with vast quantities of oil and gas and control of gas pipes across Eastern and Western Europe, and China will have global heft and influence in two decades.
7 A changed world order is upon us.
China
8 The global financial crisis has hastened this change. As a member of WTO from 2001, China will maximise its economic potential and become a powerhouse within two to three decades.
9 It faces enormous domestic problems. No one knows their seriousness better than China’s own leaders. But in a pragmatic way, they have coped with their problems. This leadership is not in denial of the weaknesses and flaws in their system: among them, widespread corruption and increasing numbers of mass protests in rural areas where Communist Party officials collude with property developers to evict farmers from their land without adequate compensation. Beijing’s response has been flexible, using the carrot or stick, or both. It has survived traumas that would have cracked a rigid system. While there are imponderables in its development, the course it has set out on will result in high growth rates for the next two decades. High growth will bring major social and political changes. China’s present political structures will come under acute stress. Governing a people with over 70% living in urban areas with access to worldwide information through “Blackberries”, cell-phones and the Internet will require a restructuring
of their political structures and governance of this huge nation.
10 China’s transformation began when President Richard Nixon and Secretary of State Henry Kissinger visited Beijing in January 1972 to talk to a then-seemingly implacable enemy. They changed the course of history. Soon afterward, China openly broke off from the Soviet Union. In December 1978, Deng Xiaoping announced his open-door policy that is now restoring China to its former global status. Successive American Presidents have moved relations with China closer towards the centre of US policies. There was vacillation, sometimes China was called a ‘strategic partner’, at other times a ‘potential adversary’. But US policy kept a steady course to increase multilateral trade, investments and mutual prosperity. Furthermore, closer ties with other East Asian powers are enhancing security.
11 Unlike US-Soviet relations during the Cold War, there is no bitter, irreconcilable ideological conflict between the US and a China that has enthusiastically embraced the market. Both countries want stability in their relations and an international system that increases trade and investments.
12 Sino-US relations are both cooperative and competitive. Competition between them is inevitable, but conflict is not. For China to grow its economy, it needs stability at home and peace abroad. It seeks access to the markets, investments and technology of all major economies. For instance, China has stopped resurrecting grievances over atrocities committed by the Imperial Japanese Army in occupied China from 1931 to 1945. Instead, President Hu Jintao and Premier Wen Jiabao have extended a hand in friendship and co-operation to Japan and promised it for generations.
13 They have concluded that their best strategy is to build a strong and prosperous future and use their huge and increasingly highly-skilled and educated workers to out-sell and out-build all others. They will avoid any action that will sour up relations with the US. To challenge a stronger and technologically superior power like the US will abort their ‘peaceful
rise’.
A modernised PLA on parade
14 So it was a surprise that on the 60th Anniversary of China’s National Day on 1st October 2009, Beijing paraded high-tech China-made weapons: ballistic missile systems, a new fighter aircraft J-10, airborne refuelling tankers, DH-10 land attack cruise missiles, KJ-2000 airborne early warning and control systems.
15 The US, Japan, India and all of China’s neighbours must have taken notice of this display. Of course, a country the size of China must have its armed forces keep abreast with its economic growth. The PLA is way behind the US Armed Services. However, the pace at which China has achieved these technological capabilities will mean a modern high-tech PLA in another two to three decades. A blue-water fleet with aircraft carriers cannot just be to deter foreign intervention in a conflict between Taiwan and the Mainland.
16 Vietnam, the Philippines, Malaysia and Brunei all have claims on the islets and sand banks in the Paracels and Spratlys. Chinese maps show these islets and most of the South China Sea as under Chinese ownership. There have also been disputes over fishing grounds between China and various ASEAN countries. The Chinese have built on several islets fishing outposts,
and coastguard vessels patrol them. Later, behind these small patrol craft will be a blue-water fleet.
17 For the last 200 years, the international system has been dominated by the West. Unlike other emergent countries, China wants to be China and accepted as such, not as an honorary member of the West.
East Asia and ASEAN
18 China’s rise is one facet of East Asia’s modernisation growth story. It began with Japan and the Meiji Revolution in 1868. In China, it began in December 1978 with the open-door policy of Deng Xiaoping. India opened up to the world in 1991. China and India can and will catch up with the West in science and technology. They will restore Asia to its leading position before European colonialism enveloped them. The world order will be re-balanced.
19 Growth has created growing strategic complexity between China, Japan, South Korea, India, ASEAN and Australia. Each will try to position itself to achieve maximum security, stability and influence. The consensus in ASEAN is that the US remains irreplaceable in East Asia. But it can no longer be alone and manage the new complexities to maintain stability. Hence, the search for some new architecture, such as the concept of a community in East Asia.
20 It has several manifestations: APEC, ASEAN+3, the East Asia Summit, Australia’s Prime Minister Rudd’s notion of an Asia Pacific community and, recently, Japanese Prime Minister Hatoyama’s vaguely-defined East Asian Community.
21 ‘Community’ is too amorphous a term to describe the search for a new architecture. But the underlying strategic concerns that led to these proposals are real.
22 To remain at the centre of East Asia’s economic and political evolution, ASEAN must integrate more closely and with urgency. Otherwise, it will be marginalised. A good start has been made with the speedy conclusion of the ASEAN Charter. Now the Charter must be implemented.
23 ASEAN lacks strategic weight. Hence, all ASEAN countries welcomed the Secretary of State Hillary Clinton’s decision to re-engage Southeast Asia. America has decided to accede to ASEAN’s Treaty of Amity and Cooperation. This November, President Obama will hold a Summit with all 10 ASEAN Leaders in Singapore. A consistent American policy of keeping ASEAN engaged will add to stability.
24 It would be a serious mistake for the region to define East Asia in closed or, worse, in racial terms. In building any new East Asian architecture, the US must be an important part of it.
25 China is not ready or willing to assume equal responsibility for managing the international system. The US is still the world’s largest economy and market of last resort. The US dollar will remain as the premier international reserve currency, although the Euro, China’s RMB, Japan’
s Yen and others will also eventually become reserve currencies. But it will take time to rebalance global savings and global consumption, especially China’s. But it must happen and will happen.
26 In the end, whatever the challenges, US core interest requires that it remains the superior power on the Pacific. To give up this position would diminish America’s role throughout the world.
27 Ladies and gentlemen, I am now happy to take your questions.
(黄达维 David C. Huang, November 2009 USA)
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