Visto en Also Sprach Analyst: http://www.alsosprachanalyst.com/econom ... obots.html
La demografia de China, principalmente causa de la ley de un solo hijo:
"China probably has already passed the Lewisian turning point, which means that the pool of surplus labour from rural area is already drying up. We have also been pointing out that Chinese working-age population will start to shrink within a few years time (from 2015 onwards, to be precise), and total population will start to shrink in 2025 according to UN Population Division’s projections. In other words, China has probably been set-up for a demographic perfect storm."
“Lenovo is establishing a US manufacturing base because we believe in the long-term strength of the American PC market and our own growth opportunities here,” said Yuanqing Yang, chairman and CEO, Lenovo.
Y la substitucion de trabajadores por robots:
"Foxconn, China’s biggest employer, produce Apple’s iPad and other electronic gadgets. The group currently employs 1m workers but has just 10,000 robots on its production lines.
Mr Gou outlined the company’s ambitious automation plans at a Foxconn gathering late last week in Shenzhen, a coastal manufacturing centre in southern China. According to people who attended the function, the chief executive said the group would have up to 300,000 robots next year and 1m by 2013, highlighting the drastic changes China-based manufacturers are making as competition for labour increases."
Y esto: http://www.alsosprachanalyst.com/econom ... lures.html
Guess which country boasted the following characteristics: GDP grew at 11% annually for almost 10 years. The authoritarian, one-party state promoted rapid industrialization by relocating workers to coastal urban areas. The government welcomed foreign-direct investment and courted companies through tax exemptions and other benefits. Seventy-five percent of the top 100 largest domestic firms’ assets belonged to the state sector. The government’s savings rate doubled in less than a decade, while the agricultural share of employment fell by more than one-third over the same period.
Sounds like China, right? No: It’s Brazil from 1965 to 1974. Few remember that under junta rule, that country achieved "miracle" growth for a decade. Brazil certainly hasn’t kept it up. Understanding what went wrong there is key to parsing the claim that China’s Brazil-like growth model, the so-called "Beijing Consensus," has proved its superiority over the deregulated capitalism of the "Washington Consensus" after the recent financial crisis.