沙尔曼想从自己的智慧中总结出一些规则和交通规则一样大众的然而他自己都不认真。可惜他的智慧规则漏洞百出。他暗示,97至98年亚洲经济危机后,韩国的硬着陆实际上是因祸得福经过重组反而使他们进入了世界经合组织。但事实是,在经济危机之前,韩国就已经是经合组织的成员之一了。他还说,经济大萧条前期,美国决策者们听从了哈耶克的建议,然而,在1931年之前,哈耶克这个名字在英语世界根本不为人知。他还无视罗斯福新政和二战的影响,将1950年美国强大的经济实力归功于哈耶克主义。
Mr Sharma falls for the hoary fallacy that economies compete with each other in thesame way that companies do. The growth game is all about beating expectations, and yourpeers, he writes. But one countrys success does not put its peers out of business; on thecontrary, it creates a bigger potential market for their goods. His view may be warped byhis role as a fund manager, watching countries compete with each other for his funds. As aninvestor, he must also look for countries that might beat expectations. If a countrys successis widely recognised, the good news will already be priced into its assets. In the period sinceBrazils economy featured on the cover of this newspaper in 2009, Mr Sharma points out, itsstockmarket has fallen in dollar terms.
沙尔曼还笃信一个老掉牙的谬论:国家间的竞争和企业间的比拼一模一样。他写到:发展的游戏规则永远是打击对手、超越预期。可是一国的成功并不会灭亡他国,反而会为他国提供更大的潜在商品市场。沙尔曼的看法也许受他的职业影响甚大,作为一名基金管理人,他必须发掘那些可能会超越预期、潜能无限的国家。如果一国的崛起众所周知,那么这项荣誉无形中已经成为了它的资产。2009年,巴西经济起飞的资讯登上了本杂志的封面,沙尔曼紧接着指出,用美元来计算,巴西的股市已经跌落。
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