These efforts are quite good in the United States but imperfect – they can't reach almost everyone with the right amount of money. So I think what will happen is that consumers will be slow to respond to going back to work. Once you've had your savings repaired, you're less likely to spend and it'll take a while before all of these economies get to where they used to be.
If countries around the world are growing much, much slower, then it makes it very difficult for an emerging markets country. And if they own money in hard currency that they borrowed, their own currency will get weaker as a result of weak economies. And so it should be a tough time for emerging markets’ economies.
我是史蒂夫·施瓦茨曼,黑石集团的董事长、首席执行官和联合创始人,也是畅销书《苏世民:我的经验与教训》的作者。
在新兴市场国家,会有一些非常有趣的事情会发生。
Those countries sometimes borrow in very hard currency. And if their economies get weak because the world goes into recession, it's going to be really hard for them because a lot of those emerging markets countries, not all but a lot, sell raw materials to countries like China, where China needs those natural resources to power their economy.
40年前,中国的人均年收入只有300美元,大概是人民币2000元左右。而现在,拥有比其他任何国家都多的亿万富翁。
There will be all kinds of opportunities in the greater healthcare space. There'll be continual innovations in computer science and the way that technology generally will be applied. So it's very exciting areas for expansion and for younger entrepreneurs. And then there'll be some that will be tough.
And this varies around the world much more than with the more mature countries like China, US and Europe, Singapore, Australia. So I think we have to see whether there's a COVID problem across the board for the emerging markets like there has been for the developed world.
在中国,人们的担心有所减少。因为就传染性而言,感染人数受到了抑制,而且新感染该病毒的人非常少。因此,我认为有很多理由对中国的前景感到乐观。
问:你刚刚在中国推出了自己的新书《苏世民: 我的经验与教训》。你希望人们从中学到什么?它在当前环境中有哪些适用方式?
与大萧条时期和其他重大衰退(如2008年和2009年的全球金融危机)这些是意外事件导致的失业率飙升不同,这次是有意为之,我们当前所做的一切都是为了保护全世界的公民免受新冠病毒肆虐的侵害,这是至关重要的。
In other places like hotels, people haven't been traveling as much and have been much lower in occupancy. People haven't gone to leisure time activities like going to movie theaters because they're scared that the person sitting next to them won't do so well and it could affect them. And so you will have this distance seating, but if you can't see a lot of people in a place, that organization won't make much money. In fact, they might lose money.
问:除了中国和伊朗,新冠疫情对大多数新兴市场经济体的影响尚未达到其对欧洲和美国的程度。这是否会引发新的新兴市场危机?