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BQ NGOM GIAO CONG HOA fi HOI C H NGH~A ~ VIET NAM<br />

( TRU~NG DAI HOC ~ G C THUONG ~ I 1 Hd NGi, ngiy # thdng 5 nGm 2009<br />

............... .................................. ... I<br />

hGt&%$d-hinh trong trao dBi to? dim cia GiPo <strong>su</strong> <strong>Paul</strong> <strong>Krugman</strong><br />

.+a' && A<br />

' t~i Viet Nam (2 1-22/5/2009)<br />

C<br />

Kinh gui: Thc tuhg Chinh phG<br />

liri miri clia Ph6 Thli tuhg, Bij trubng Ngoai giao Php Gia Khiem, <strong>Giao</strong><br />

clia tnrimg Dai hoc Princeton, Hoa Ky 85 t6i Viet Nam tham du Toa<br />

d h "Kinh ti thk gi6i hdu khhg horing tdi chinh: ~huykn nghj chikn lugc phdt triin<br />

cho Vict Nam" do Bij Ngoai giao t6 chuc tqi Ha Niji ngiy 22/5/2009. Ph6 Thli tuhg<br />

Thuhg tqxc ~ ~ u Sinh ~ 6Hhg n chli tri bu6i toa dh. Tham gia toa dam c6 Bij trubng<br />

Chh nhiem VVan phbng Chinh phli ~ ~ u Xuh ~ $ ~h~c, n Chb nhiem Uy ban Gih sAt tii<br />

PI<br />

chinh qu6c gia L8 Duc Thuy, dqi dien fiiji ddBg Ly lu$n Tmg umg, VVan phbng<br />

Trung uang Dhg, Viln phbng QU~C hQi, 1W dao mat s6 Bij/nghh, dai diefi cac cco<br />

5<br />

i<br />

quan nghi8n criu vi truhg dai hoc. 3<br />

Tnrirc d6, gib <strong>su</strong> <strong>Paul</strong> Krugrnan & tharn du Toa d h "7?m kikm co h6i va gidi<br />

phhp trong kh6 kh& va khting ho4ng" do ~6 chirc gib duc PACE t6 chiic tqi ThW<br />

ph6 ~8 Chi Minh ngay 2115 viri <strong>su</strong> tham du clia dai dien mijt ss8 ca quan chinh phk<br />

gibi n&8n ch, cac cco quan ngoai giao va t6 chirc qu6c t6 @i Vi@ Nam vl cQng d6ng<br />

doanh nghiep.<br />

Bij Ngoai giao xin bb cb Thh tuhg Chinh phb vk mijt s6 niji dung trao d6i<br />

chinh tai cac bu6i toa d h ccli giao <strong>su</strong> <strong>Paul</strong> <strong>Krugman</strong> nhu sau:<br />

1. NGi dung trao ddi<br />

V$ tinh hin h vri triin vpng kinh ti the" gi8i<br />

- Dinh gia tinh trqng kho khh vi <strong>su</strong>y gih kinh t& toh ciu hien nay, gib <strong>su</strong><br />

<strong>Paul</strong> <strong>Krugman</strong> cho ring diiy thuc chit li cuijc khcng hoing tii chinh, kh6ng phii li cuijc khhg hohg vi m6 hinh vi chiin luqc phiit triin kinh t&. Nguy8n nhh dh din<br />

nhkgyh-VB sah6- &ong quAnJ#Ai-ckinh, dficbi+t4A- -<br />

ki&m soat ciic khoin tiin d&u cco dh t6i tinh trang bong b6ng tii chinh va bk dong sin<br />

tai My va mat s6 nude, khi db vir d5 tao n8n khdng hoing tai chinh va <strong>su</strong>y giim kinh<br />

t& toin ciu. V$ bin chit, cuijc khhg hohg hien nay gi6ng nhu khdng hohg tai chinh<br />

. khhg hohgh~txgdn-~<br />

C


1929-1933 vl khhg hoiing tii chinh-tiin t& Chh A 1997 vl di8n ra trong b6i chh<br />

cac nu6c dku c6 t5.m 19 chb quan, cho rhg kinh ti th6 gi6i dii thoat kh6i nguy ca<br />

khfing ho6ng va sE tiip tyc thg tnrhg mw.<br />

- V& dign biin cba cu6c khbg hoiing, gib <strong>su</strong> <strong>Paul</strong> <strong>Krugman</strong> cho ring giai doqn<br />

c5ng thing nhit cfia cuac khfing hohg dii qua vl kinh ti thk gi6i dang tiin gh din<br />

day khkhg hoing. ~ 666 c giam slit cfia kinh ti the giai dii chgm lai, trong d6 kinh ti<br />

My vzn ti$ tyc <strong>su</strong>y gih nhung khBng nhanh nhu tnrtrc diy, the hien qua con s6<br />

ngubi mit viec l h giam xu6ng cbn 400.000 - 500.000 ngubilthing, (so v6i khoang<br />

700.000 ngualthing trong thbi gian tnrac). Tuy nhien, chua c6 nhieu diu hi&u kha<br />

quan cho kinh ti thi giui, chi ti& tizu dhg ir My vl nhieu nai trcn thi gibi v& y$ do<br />

nhu chu tiit kiem cfia cac hQ gia dinh tang len sau khi bong b6ng tai chinh va bit d6ng<br />

san d6 v5. Trung Qu6c th6ng bb n&n kinh ti dl phuc h6i tuy nhien mQt s6 dir lieu cfia<br />

kinh ti Trung Qu6c chua chhg t6 di8u nay.<br />

- <strong>Giao</strong> <strong>su</strong> <strong>Paul</strong> <strong>Krugman</strong> dhh gil kinh ti thk gi6i c6 the bit dhu phuc h6i vb<br />

cu6i n h nay hoac trong n h 2010 va sE ch tui 3-4 n h tt6i mui c6 the phuc h6i hoh<br />

toh. Tuy nhi&n, nku hoat dong c6a khu yrc tai chinh-ngh hhg kh6ng duqc chi thien<br />

SO anh huhg tiri <strong>su</strong> phuc h6i cba cac n&n khh tk vh kh6ng loai air kjch bin kinh ti thk<br />

giui l h vao tinh trqng tri tre kCo dai vi gih phit nhu dFi x6y ra v6i Nhgt Bin (Japantype<br />

scenario) trong thgp Ij 90.<br />

#<br />

V$ c6c gicii phcip d$i ph6 vdi kh ring hoing va 6n @nh kinh ti th d<br />

- Gib <strong>su</strong> <strong>Paul</strong> <strong>Krugman</strong> dinh gia viec cb nuuc sir dpng cb g6i kich chu d6 d6i<br />

ph6 viri khhg hohg la bi&n phh$ dimg dh, tuy nhizn cho &ing gia trj ckc g6i kich<br />

c& chua db 1611. chbg h~ ir My, <strong>su</strong> chEnh l&ch giim GDP thuc va GDP du bb trong<br />

- quf I la 6,s lh nhung gib trj cba g6i kich chu chi vb khoing 2,5% GDP, kh6ng db bu<br />

dip cho <strong>su</strong> chEnh lenh. Cb chinh phb ch tang cuhg clc g6i kich chu du diiu nay c6<br />

the d8.n ttri nu qu6c gia.<br />

~k dim bb <strong>su</strong> phat trib bin vhg cba kinh t$ th& gitri vB trm nguy cu khhg<br />

hoing tai chinh, cac nuuc ch tang cuhg hoat dong gih sat d6i viri khu vgc tai<br />

chinh-ngh hhg va hinh thhh cac mqng lu6i d h bho tai chinh (safety nets). Clc<br />

nubc ch hpp diiu hhh chinh sach tai chinh-ti&n te vl dua ra clc quy dfi gih<br />

sat tai chinh ir phqm vi toh c& de trhh tao ra nhimg kc htr dk cho cac d~ chi tai<br />

chinh lqi dpng.<br />

4 i<br />

- Gib <strong>su</strong> <strong>Paul</strong> <strong>Krugman</strong> cho rhg ngoai h& th6ng tai chinh-ti&n te chn phhi duqc<br />

thg cubng kikm soat, mB hinh kinh tk toh chu hien nay v& ca ban v& phti hq. He<br />

th6ng thucmg mai toh chu hien nay va c6c chinh sach mir cim n&n kinh ti, muy$<br />

e h +I phat -tfi6n+ia -&u-vyc-k~-t~-nh&i<br />

sE tiBp tyc nhung c6 kh6 ning sE chju thc dbg ccba nhhg y6u t6 nhu biin dQng gil<br />

dh vA mBi truinlg.<br />

-vb phlt+uyhi&u qua. TOA.WCBH+O~ - -- -


.- -<br />

C<br />

ve" kinh ti Trung Q U~C<br />

- Gib <strong>su</strong> <strong>Paul</strong> <strong>Krugman</strong> dhh gii trong 15-25 n&n nria Trung Qu6c sP tru thanh<br />

nin kinh td l h nh6t thd gitri tinh the0 t)i gii h6i doii thj trubng. Tuy nhiZn, n6u tinh<br />

theo gia tri thj trubng thi c h nhiiu thbi gian hun d6 kinh td Trung QUBC c6 thk vuqt<br />

qua kinh td My. Nhimg lgi the cua Trung Qu6c la din s6 dbng, gih nhiet huy6t va co<br />

nhiiu tai nguy&n thiZn nhizn. Su gia t5ng quan he kinh td vtri Trung QU~C SO dem lai<br />

nhimg kit qua tich cuc. '<br />

- Gib <strong>su</strong> <strong>Paul</strong> <strong>Krugman</strong> cho rhg kha nhg d6ng Nhin din tt@ (RMB) tr6 thhh<br />

d6ng tiin chb ch6t thay thd cho d6ng USD sE kh6ng xiy ra trong vai chuc n&n tCil biti<br />

nhieu 19 do. Thu nhht, din nay ddag RMB chua phai la ding ti&n c6 khi nag chuyin<br />

d6i vl chua d6ng vai tro quan trpng trong he th6ng tiin te qu6c td. Thu hai, ch thbi<br />

gian dai nira quy mb kinh td Trung QU~C mtri ngang bhg vtri kinh td My tinh theo gia<br />

tri thi trubng. Thir ba, ngay ca trong trubng hq Trung Qu6c trit thlnh nin kinh td thd<br />

gitri thi viec d6ng Nhh din te tra thinh d6ng tiin chG ch6t ciing c6 d6 trz nhht dinh.<br />

~hu~hn nghj chinh scich ddi vai Vi6t Nam<br />

- Gib <strong>su</strong> <strong>Paul</strong> <strong>Krugman</strong> dhh gii trong thbi gian qua, kinh t& Viet Nam d5 phit<br />

tri6n rk t6t nhb v b mb h i<br />

thg tnrhg dua v b xuht khdu vl khuydn khich cac<br />

nghh <strong>su</strong> dyng nhiiu lao dQng, chinh sich mu cua n&n kinh td, thdc ddy c6 hoi<br />

vi phi @p trung hoi. Viet Nam c6 mot s6 vh d& theng thuhg vi chinh sich nhu thh .<br />

hut tai chinh, lam phit nhung n&n kinh td ;a bin v& vimg manh. Nhhg kh6 khan d6i<br />

vtri kinh t6 Viet Nam hien nay khbng bit ngdn tir m6 hinh phit trikn kinh t& ma 11 kdt "a<br />

qua cua nhnhg tie dQng tir b6n ngoii. Viet Nam ch ti$ uc theo du6i @ do htxi n&n ,j<br />

kinh t6, huhg ttri cic thj trubng b6n ngoai (do quy mb thi tnrbng trong nu6c cbn i<br />

nhb), dbng thi7i timg butrc tham gia cic mwg lutri sin xuht khu vqc va toh ciu..<br />

Gib <strong>su</strong> <strong>Paul</strong> <strong>Krugman</strong> nhh m& Viet Nam la nutrc di sau do 66 c h nhi&u<br />

thbi gian d6 phit trikn, khbng n6n nhg v6i thdc 6p n&n kinh td phit tri6n qui nhanh,<br />

viec hien dai hob ca c6u hhg xuht khhu ciing phii di8n ra timg butrc. Vi du ti& bi&u<br />

la H h Qu6c b& diu mu cua tir diu nhnhg nth 60 vh phai c h vii chuc n&n m6i c6<br />

th& dat muc thu nhap tuung duung vtri 60% cua My hien nay. Trong <strong>su</strong>6t thap 60<br />

vi 70, H h Qu6c chu y&u xuht khhu nhnhg sin ph&n sir dyng nhiku lao dong nhu hhg<br />

may mac, giiy d@, g6 dh.. . vl dh chuykn sang cic s h phh hien dai hun. Trong<br />

qui trhh phat trikn, Hh Qu6c ciing dZi rnic sai l h v& chinh sich khi thlic dky cbng<br />

nghiep n&g qua s h vb thap ij 70, dh ttri nhhg khoh diu tir xx&, dk lai hau qui<br />

nghiZm trong d6i vtri nkn kinh td.<br />

- Giio <strong>su</strong> <strong>Paul</strong> <strong>Krugman</strong> khuydn ngh/ 3 1-h vuc Viet Nam c b chd trong trong<br />

thbi gian tai. Thu nhht la phit tri6n giio duc, dac biet la dam bb giio duc cap cho<br />

ngrr~-d^an.-~h~~ili~~af ~~ca~a~~f*&~,trong~~phfi~d&i<br />

X6cvai tro<br />

quan trong. Thu ba la trinh khung hoang tii chinh, than trong trong giim di&u tidt<br />

hoac chuy6n d6i sd him cac ngin hang va dgc biet la h6t sirc llru y viec t(r do hoii tai<br />

khoh v6n vi sE c6 kha ngng dh din khkhg hoang tai chinh.


Thuc hien chi dao cua Thu tuhg Chinh phu, trong thbi gian qua cic cu quan<br />

chinh phG va vien nghien ciru dii ph6i h q t6 chuc nhi&u hoat dong d6i thoai, tu v h<br />

chinh sLh qu6c ti, bu6c dhu dat kkt qu8 tich cuc. Viec cic nha kinh tk hhg dda nhu<br />

Michael Porter, <strong>Paul</strong> <strong>Krugman</strong> tui tham gia c b hoat dhg tu vhn chinh shh tai Viet<br />

Nam d g6p ph$ quhg ba hinh Viet Nam la dia diBm tiep nh4n va lan toi tri thuc<br />

cua khu vuc.<br />

Trong thiri gian tiri, ngoai cac hoat dong tu vih chinh sich qu6c ti, Bo Ngoai<br />

. giao kikn nghi cac cca quan va vien nghien cciru cua ta tZng cuhg hq tic viri cac cu +(r<br />

nghien cciru cua ch nuirc c6 thk m@ vk kinh ti d$ th~c dhy ccb hoat dong nghien ciru<br />

chuyen siiu vv8 kinh ti ViC Nam. Tren thuc ti, s6 lupng cic cu s6 va cL hoc gi8 c6 uy<br />

tin tren thi gi6i nghien ciru chuyen sgu vv8 Viet Nam chua nhiku (bin thh Gib <strong>su</strong><br />

<strong>Paul</strong> <strong>Krugman</strong> thua nh$n la chua nghien ciru nhiv8u vk Viet Nam).<br />

Tren cu s(t nay, Bo Ngoai giao xin kikn nghj:<br />

- Bo Ngoai giao tikp tpc ph6i hq v6i cac Be, nghh va co quan lien quan lua<br />

chon miri chc chuyen gia kinh ti qu6c ti c6 uy tin vho Viet Nam de t6 chuc trao dbi,<br />

chia st kinh nghiem va tu vh chinh siich the0 chi dao ccri Thd tuhg Chinh phd tai<br />

c6ng vh s6 4585NPCP-QHQT cua VVan phbng Chinh phd.<br />

- -Khuykn khich cic vien nghien ch, cic trutnrbng dpi hoc tang cuhg cic hoat<br />

dong lien kst, hq tic, trao d6i tri thuc viri ch cu sir nghien ciru c6acAc nu6c c6 th6<br />

m@ vk kinh tk vA cb nhh kinh ti uy tin nhh th~c dhy cac hoat dQng nghien cSru<br />

chuyen siiu vk kinh tk Viet Narn.<br />

Bo Ngoai giao kinh bb clo Thu tuhg Chinh phu cho 9 kiin chi da0.l.y<br />

KT. Bo TR~~NG<br />

Noi nhgn:<br />

THO TRU~NG<br />

- Nhutrgn;<br />

- Ph6 TTg, BT Phqm Gia Khiiim (dk bio c60);<br />

- VPCP, cac Bij: CT, KHDT, TC, NHNN,<br />

- Hiji dbng 19 lu@ Tmng uung;<br />

- Vin phhbng Tmng ucmg Dhg; . ,<br />

- . . -<br />

HQC vign Chinh tri H a chinh qu6c gia HCM;<br />

- Ujl ban Gih sit Tii chinh qu6c gia;<br />

- Vin phong ~ u8c hiji;<br />

- Cic Vitn: Khoa h ~c va X2 hiji Viet Nam, Kinh ti . . ,. /<br />

. c+h ~ ~ - & i ~ j n h k < ~ ~ - t- -------k--/<br />

- ~ a m ~ ~ - 8 -..~ . - -<br />

-<br />

hoc Kinh ti Viet Nam;<br />

Cic Tnrbng DHQG Ha Niji, DH KTQD Ha Noi,<br />

.. -<br />

. . , ,<br />

-<br />

DH Ngoai thuung;<br />

Luu: HC, THKT, CSDN, KTDP, HVNG.


C<br />

B&N BLW<br />

Tpa dam "Kinh ti th6 gibi heu khing hoHng tai chinh:<br />

~ h u ~ ngh/ i n chiin lvqc phiit triin eho Vi@t Nam"<br />

- Thli. tnrhg Bij Ngogi giao Doan XuPn Hung: H6m nay chhg ta co vinh du l h don Giio <strong>su</strong><br />

<strong>Paul</strong> <strong>Krugman</strong>, nha kinh td n8i ti&ng duuc gi& Nobel 2008. H6m qua Giio <strong>su</strong> d5 c6 cuijc lim<br />

viec cA ngay trong Tp. HCM, c6 gh 1000 ngubi tham du. H6m nay, Bij Ngoai giao t6 chuc bu6i<br />

t9a dAm do Ph6 Thu tuhg thuimg trgc ~ gu~gn Sinh Himg chu tri. Xin duuc gibi thi$u Ph6 Th6<br />

tuhg Thuimg trgc ~guyzn Sinh Himg, Bij tnrtmg - Ch6 nhiem Vh phbng Chinh ph6 ~ gu~&n<br />

X h Phuc cimg nhiku dbng chi @ dien LHnh dao cac Bb, nganh, vipl n&en ciru kinh ti cim<br />

Viet Nam. Xin hoan nghgnh chio d6n Giio <strong>su</strong> <strong>Paul</strong> <strong>Krugman</strong>. -<br />

- Ph6 Thii tuhg thuhg tqrc guy& Sinh ~iiiig: T6i dt hh h a dugc thay mat Thu tubng<br />

Chinh phu Viet Nam don <strong>Giao</strong> <strong>su</strong> ngay h6m nay. Ha Nbi la di&m dimg chiin trong chuy&n c6ng<br />

du c6c nuirc CMu A cim giao <strong>su</strong>. Hi Noi lh thhh ph6 an. himg va ciing la thanh ph6 vi hba binh<br />

cim th6 gidi, rht tidc kh6ng co nhi&u thbi gian d& gibi thieu vbi Gib <strong>su</strong> vk nhkg net doc dho cim<br />

th6 b6 Ha Noi.<br />

ToAn c6u h6a gh kdt cic nuuc vbi nhau, tbt cii mgi nai d&u noi v& ch chuyen khhg hoing.<br />

Khhg hohng kinh ti-t& chinh tob cku ld mbt lh nfra la chu b& ng&y h6m nay. R6t vui mimg<br />

trao d8i vbi Gib <strong>su</strong> hling du thd gi6i, duqc coi la ngui s h nhbt chh bb v& khhg hoing th&<br />

gibi, vi la ngubi khbi xuhg ck tu duy m6i v& khbg hoing va khic phuc khhg hoing. Viet<br />

Nam khang nib ngohi dm &nh huhg cim bidn dbng kinh td thd gibi. Chhg t6i rbt dbng f vbi<br />

<strong>Giao</strong> <strong>su</strong> rhg trong b6i canh kh6 khh ch @o dmg chinh sach nhanh d img ph6 vbi khimg<br />

hohng, vi chhg ta ch tbc thi nhiku nh6m chinh sich Wc nhau. D& litm duqc di&u do, Viet<br />

Nam ch hiku thd gibi, hi& cb nuuc, va ciing hhh dbng chung mijt huhg, dua ra cb chinh<br />

sich thuc tien cim nb kinh td bong nu6c vi quan trong hcm ch nh$n thirc r6 d gibi phat trib<br />

th& MO sau khimg hoing di! dm bit nhkg ca hiji mbi. Chinh ph6 Viet Nam mu6n lhg nghe jr<br />

ki&n ch nhhg nhi kinh t& co uy tin tren thd gibi. Chhg t6i coi diiy Ih ngubn th6ng tin tu vh rht<br />

b6 ich. Thanh ng8 viln h6a d8.n gian ch Viet Narn c6 ch ''Llri n6i la g6i vAng". Chhg t6i hy<br />

vong d c6 mijt bu8i trao d6i s6i n8i vbi Gib <strong>su</strong> va cac vi dai biku tharn du To? dim h6m nay,-tir<br />

- - --- - - -. -<br />

dC, tim ra nhkg sbg kikn quan trgng. Trin twng c h an Giho <strong>su</strong>, xin chuc sire kh6e Gib <strong>su</strong> va<br />

Quf vi, vi chuc bu8i toa dim c6a chhg ta thBnh c6ng t6t dep.<br />

1


C<br />

- <strong>Giao</strong> <strong>su</strong> <strong>Paul</strong> <strong>Krugman</strong>: xin c h an dt cB vb c h an b& phat bi6u clia Ph6 Thli tuhg. T8i At<br />

vinh hqnh c6 mat tgi diy, gia ma t6i duuc b diy liu hm. Ha NQi 1 thM ph6 dieu, ti&c rhg<br />

t6i chi duuc b diy co 2 tikng. Diiy la thbi khic bit thuhg, mat cuQc khimg hoing toin ch gay<br />

git, t6i duqc giri mat s8 ciu Mi, tai se trii lbi nhkng ciu h6i niy, sau 66 chcng ta s& c6 mat cuac<br />

thao lu*.<br />

1. M6 hinh c6a qui trinh phuc hhi kinh t$ sE lh chi? gi? L, V hay m8 hinh nho khic?<br />

T6i cho rhg m8 hinh nay n&n b gitta ch5 L va logo cca Nike (di xubng nhanh ch6ng vi<br />

di 1Sn tit tir). Chling ta dang b diu? it ca nhhg d5 lieu ta c6 thk hien tbc dij gih <strong>su</strong>t nhanh -<br />

ch6ng cb cac n2n kinh tk 1611 tren thk gibi dl chh Iqi. Moi thu dang xhu di, nhung tbc dij xhu<br />

di dang ch@ I$. V& c6 nhi&u ngubi mit viec 1 h t$ My nhung t6c do kh8ng nhanh nhu tmbc<br />

&y ntta (khoing 400.000 -500.000 ngubilthhg). Dieu niy th6 hien kinh t& My v& dang <strong>su</strong>y<br />

giim nhung kh6ng nhanh nhu tnrCrc diy.<br />

Kh8ng c6 mat ca sb nb tir cic sb lieu thk hien rhg chhg ta s& phuc hbi nhanh ch6ng.<br />

Diu tu vao khu vgc nhA & v& cha, chi tieu tieu dhg b My vi nhi&u nai tren thk gibi v& yku<br />

biri vi nhu ciu tikt kiem cb cAc ha gia dinh thg len sau khi bong bong t& tnrhg chimg khoin<br />

vi nhb &t bi vi?, it ddu hi@ cho r$lg kinh tk si2 phuc hai. Cac hoat deng c6a chinh phu & giup<br />

an djnh tinh hinh nhung vh chua du d cho kinh t6 phuc hbi. Thbi gian cho phuc h6i s& kko d&,<br />

kinh tk sC tbg chb, khii nibg du thira vh c6n. Pk~c hbi c6 th6 bit &u vho cu6i n h nay hoac<br />

sang n h sau, phuc hhbi hoh to& c6 th8 pbai $n 34 n h nth, Ch chuyen kh6ng vui, nhung<br />

kh6ng phAi 1 tai h ~ Giai a do* cHng thhg d t & qua r6i.<br />

2. Thhch thlic cfia quSi trinh phyc h8i<br />

Mat phh kh6 kh?m t8i CE m6 th b tren. D6i v6i chc chu thgnh khAc nhau c6a ciu<br />

(demand), t8i muhn b6 <strong>su</strong>ng 2 v h d&:<br />

(i) Mac du he th6ng ngh hing & duqc ciru kh6i kha nbg <strong>su</strong>p d6, nhung nguy co v&<br />

cbn. Dac biet Chiu Au vh My phu thuijc nhiiu v b tAi chinh vh tG tnrhg chimg khoh (dt<br />

nhiiu c b kenh phi ngh hang). Chc kenh nay bi dinh tre nhung chua c6 gi d thay thk chiing.<br />

(ii) Gibi hp ch dc hbh dijng tAi chinh & chpn bien @i nhiku nuirc, ri&ng My thi chua.<br />

V&I dili nq qu6c gia (nhu b Anh). Cac nuirc DBng A c6 nhimg chinh sach rht Wc nhau, kh6ng<br />

d porn vio l b met. Nh$t Bh thiku d& khoht. Trung QU~C d5 c6ng bb g6i kich ch lbn va bho<br />

cao rhg nin kinh t& dl phuc hbi. Tuy nhitn c6 vb d vk nhimg tuy&n bb 66. C6 nhag d5 lieu<br />

cb Trung Qu6c kh6ng khbp v6i &u hi& phuc h8i. Tieu dhg v& ltang di m6ng. Chinh quy&n<br />

dia phuong bb cao viri Trung uong dii sir dpng g6i kich ciu, nhung thuc ti la ti&n d;? dhg d<br />

diu cu, kh6ng phai diu tu. Trung Qubc dl vay d$ diu tu cho ca sb ha thng phat tri&n nhanh<br />

c ~ a g n ~ niim ~ ~ nay,&mg i u thys ra tikn ~ a&iettiron~ nh-sau koec n h sau nh.-<br />

Ch h6i @it ra la thuc ra Trung Qubc dl chi bao nhieu d6 phuc h8i kinh tk.


3. C6 phii Trung QUSC dang g#p kh6 kh5n Ih?<br />

d tren t6i & tra lbi ciu hhi nay rbi. T6i kh6ng nghi Trung QU~C gap kh6 khan 1611, Trung<br />

Qu6c dang phat triin ch&n I$. Nhung t6i kh6ng nb- rhg Trung Qu6c d5 giai quy6t duac vb d& ma ho d5 tuyen b6 di&u do qua sh. 4. C6 chn tir b6 mi3 hinh t5ng truhg dua vio ru6t khh?<br />

Khang, Viet Nam d5 phat tri&n rht t6t dua vb m6 hinh trtn. ~b d& la dua vb thwg du<br />

thucmg rnai lh d$ kich cbu. Diy la vb d& ck Trung Qubc, kh6ng phAi cda Viet Nam. Su phat<br />

tri$n huhg ngoai v& rht rn& me. C&I the0 duai lq do hoa thi tnrhg trong khu vgc. Kh6ng c6<br />

gi chimg th md hinh nay khbng dhg. CL 1-3.h vc kinh t6 that (real economy side) v& con gia<br />

tri. Diy chi 18 cuoc khhg hohg v& t& chinh. Tdi kh6ng thiy c6 vh d& ca bAn nao v6i chiin<br />

luac phat triin cd.<br />

V& xdt &u sAn phh sir dgng nhi&u lao dong tqi Viet Nam, cac bqn ntn c6 <strong>su</strong> chi ti&n<br />

nhung phG dhg llic. Dhg la hoat dong x&t khku c h Viet Nam hien nay phat tri&n dt rnqnh.<br />

Viet Nam mu6n chuy&n sang xdt khiu cac sAn hien d$ hon, nhung c$ thbi gian. d Tp.<br />

HCM, t6i dhg vi dp ch Hh Qu6c. Hh Qu6c At n&&o trong thap lcj 60, va hien nay dB trb<br />

thhh mot nuuc titn tiin, dly la thhh c6ng rit 1611. Cac mat h+g d t khku cua Him Qu6c cu6i<br />

60 vh &u 70 d&u la nhkg sh sir dpg nhi&u lao dong: may m@c, giiy d$, r&g giA, g6<br />

dan li nhkg sh p h khang ~ cao c8p l h nhung d(; 18 giai dom ddu tiCn vA khdng c6 gi sai trAi.<br />

5. ~rien vQng phslt triin ciia vdng Chiu A - Thsli Bmh.Dumg<br />

D6ng A se trb thAn.h trung t5.m ch th& gi6i. ~ &kinh n t& Trung Qu6c phit tri&n rit nhanh<br />

trong khu vc. 15-25 nZm nth Trung Qu6c SO: trb thanh n&n kinh t6 1611 nhit. v;? gia & a<br />

tnrirng, thi ch nhi&u th&i gian hon, Trung Qu6c m6i vugt My. Trung ~ u6c c6 dh s6 dang,<br />

nhi&u nhg lugng, con ngubi dy nhiet huy&t. Su gia tang litn kit kinh t& v6i Trung Qu6c trong<br />

bit kjr bh vc gi d&u dem I@ k6t qd tich cuc.<br />

Ph6 Thii tmhg ~~uygn Sinh Hhng: c h an jr ki&n put bi&u ch Gib Su v& &kg clu hbi mi<br />

chhg t6i dil at ra. Biy gib chhg ta chuyin sang phh trao d6i.<br />

Chh tich uy ban Gilm sit Tii chinh QU~C gia L$ Dlie Thlj: neu hai c&u hbi<br />

1. Gido <strong>su</strong> ndi md h hh hvbng vcio xudt khhu kh6ng sai, nhmg dang cd dh xudt vh vifc ca ciu<br />

lpi n& kinh ti thigidi theo hudng diiu chinh m6 hinh phcil trihn kh cci cdc nudc phdt trihn vci<br />

dangphdt triin, huhg vrio nhu cdu nfii &a, tikt kifm nhihu ha, chi tigu it h a (nhu d Mj.<br />

-- _ ~ ~ ~ ~ ~ & n ~ d c p h d 1@ ~ the'sadnhsriahp ' n + ~ u ~ v$ khoa lt pc~bng ngh( trong quan<br />

h{ thuong mpi qudc ti hon khGng? Cdc nudc dong phdt trihn cd t@n d ~ng dugf lpi thi so<br />

C


sa'nh cda minh nhih hon khGng? ~ t?u khGng lam drrpc diiu db' thi hi& quli pha't trih kinh tt?<br />

thi!gi&sP nhutht? nrio?<br />

2. M@t trong nhrlng nguyzn nhtn kh ring hodng tlteo Gia'o <strong>su</strong> la do hi thing tai chinlt, tit& gidi<br />

d@t ra phdi gia'm sit ch@t chP hon nca, trong dd cd nkhg Qnh chi tai cltinh Idn tlzu@c dien<br />

la qua' Idn dt! cd tht! <strong>su</strong>p dd (too big to fall). Co' chi! @dm sa't qudc ti! st? nhrr tht? ndo, d@c bitt<br />

ca'c qudc gia noi ca'c td ch2c tii chiizh dupc thanh lgp vi dgt tru sd sPphdi thay d'i hog dQng<br />

gia'm sril cria minh nhu t~zi! n b ? Vi du nhu M$ ddi v& Citigroup hay Anh v8i HSBC chdng<br />

hgn ...<br />

Tr4 1M: ~6 he thang thi chinh, chhg ta dl cho phep cac d a chi tiii chinh tru n&n quh Ih, di6u<br />

nay 1Bm cho viec ra ~hinh sach se kh6 khh. Vi du khbng nen d& Citigroup phat tritri&n qui lh,<br />

vira 18 ngh hhg thucmg mai &a lh cbng ty bb hiim). Nhung viec c h cac dinh ch6 trong<br />

khhg hokg la bit buoc. Nh6 lgi tnrhg hqp Lehman Brothers, diiy la dinh ch& nho hcm va don<br />

gih hcm Citigroup nhung lqi c6 m6i rhg buoc qua chat cht trong he th6ng, do do khbng th6 dtri&<br />

t$p doh nay <strong>su</strong>p d6. Chhg ta khbng thi ngh khbng cho mot s6 d$h ch& tii chinh phat trih<br />

thgnh nhhg t6 chuc quan trong chien luge, di di khi that bgi sE tqo ra hieu img diiy chuy$n ghghe<br />

gh. Su svp d6 cGa Lehman Brothers khbng pW 18 kit qd cu th& cb qua trinh phat tri&n cGa<br />

cac d@ ch& tii chhh, ma la <strong>su</strong> thay d6i chinh sach cb chi& phb v6i cac d a chi. Viec hm chi<br />

cb d* cd phht trien khbng phhi la gihi phap cho v& d, nhGg chhg ta cb c6 quy cQnh bao<br />

quit hcm. Gib diiy, bib cQ d a chi t& chi& nao man duac gig ciru trong khbg hohg d8u ch phai duac quh 19 trong thbi diim binh thuhg. ~i&u MY c6 nghia 18 mb rong quy dinh va yeu<br />

ciu dam b ~o an toim d6i vCri cic ngk &g thang thuirng. Y&u ciu v8 v6n ch phg duqc x5c<br />

@& r6 hcm. Kh6ng @& chb MO duac ph$ c6 tjr 1$ dbn biy tAi chinh (leverage ratio) qui cao<br />

C (vi du chi tr mirc 10:1, chir khdng duac tiri mirc 30:l). Chc quy djnh ch phhi dua ra the0 nguyen<br />

kc. Chhg ta khbng c6 mot he th6ng lat 1@ r6 rhg. Trong trubng hqp nay, cac dw chi c6 th&<br />

lqi dung c6c k& hb. Nhhg ngubi ra quy @& phhi n&en ciru ki thuc tien va c6 dd quy&n luc.<br />

VB chc quy cQnh nay ch phg dugc ap dwg b php vi tohn ciu d6 cac @h chi tAi chinh khbng<br />

th$ lqi dyng kE h(r tqi chc hoat dong b nubc ngoii. ~ i&u nay &t kh6 thuc hien, nhung n6u chhg<br />

ta kh6ng l h nhu v@y, chhg ta sl phhi ducmg diu v6i mot cuac khhg hohg khtic.<br />

BQ truhg - Chii nhifm VHn phbng Chinh phii ~ ~ u XuPn ~ &Phuc: n<br />

1. Xin dinh gii hifu quH cic g6i kich chu ciia cic nu& trin th6 gi6i mi giio <strong>su</strong> nghien ciru,<br />

n8u c6 thk xin Binh gii g6i kich chu ciia Vift Nam. Khi kich chu nin t$p tmng vho nhhg<br />

1Inh vyc nio? Vi the0 giho <strong>su</strong>S th6 gi6i sE phpc hhi trong 3-4 nHm, v$y thbi gian kich chu<br />

nsn li bao liu?<br />

2. Vift Nam dang phit tri& manh, GDP dat 7-8% trong nhi&u nHm ghn dSy, nHm 2008<br />

- --- mHc du &ho MHn nhmg dn dat 6,2%. Vitt Nam d@t mmu_c ti& co. bin tr& thinh nubc chg<br />

nghifp vio nHm 2020, tuy nhien nhiiu nhi kinh t$ cinh bio v6 bPy thu nhlp trung binh:<br />

C


chi b mirc t6i da 3000-5000USDlnHm, v$y d6i v&i met nu6c c6 trinh d@ phat triin thhp nhu<br />

Viet Nam can chuin bi nhhg diiu kien c8n thi&t gi di$ tranh bay thu nh$p trung binh?<br />

Tri liri: T6i kh6ng c6 du thh quyin va du th6ng tin d6 dhh gia v& Viet Nam. T6i co nghi6n<br />

ciru v& Trung QU~C, ho n6i nhi&u nhung ho kh6ng I& nhi&u nhu ho n6i. My c6 k& hoach kich<br />

chu. nhung chua du 16n. Khohg cach v& sh lugng quf I cua My so viri du bb la 6.5%, g6i kich<br />

thich 11: 2,5% GDP. Vi vay g6i nay m6i chi bd dp duuc mot phhn cho <strong>su</strong> chCnh lech trsn. G6i<br />

nay hang du di tao ra viec l h cho moi nguiri. Cac nuirc khac cibg tuq nhu viiy, tr&<br />

Trung QU~C.<br />

T6i khling cGc cach di trhh biy thu nhap trung binh. I36 &t muc thu nhgp trung binh<br />

ch t6i nB luc l h nhung cac nubc My la tinh lqi dang k g bi ket & muc thu nhap nay. Cac nuirc<br />

D6ng A dii thanh c6ng hun. V& dk la giio duc. <strong>Giao</strong> duc ph6 ccp rht quan trong d6i vui cac<br />

nuirc dang phat triin, nhung My la tinh khQg thanh cdng. BBi hoc rirt ra 1P kh6ng n6n th13c Cp d6<br />

phat tri6n qua nhanh. Quay lai vi du HAn Qu6c. Hh Qu6c d2 c6 mot buirc di sai nghlCm trong<br />

trong nhbg n h 70 la thix diy c6ng nghiep nmg qua sh, & t6i nhhg khoh dhu tir xhu<br />

nghl&m trong. Cac bqn n6n huhg v& tmg lai, nhung kh6ng duuc d6t chay giai doqn. Kh6ng<br />

n6n nghi la Viet Nam c6 th& tru thM Thuy Di6n trong 20 nh. Thir tnrhg B@ KH-DT Cao ~ ikt Sinh: Duqc bit& Gido <strong>su</strong> rdt n8i ti6ng v$ ccinh bdo, v#y tu<br />

gi& EL 10 nam tdi, khring holing se'xciy ra vdo n h ndo?<br />

TrH Ix: Tbi &ng bikt. 10 n h tnrirc, khbg hohg D6ng A 118 lbi canh bio, va la sg @p duqt<br />

cho khimg hohg hien nay. Chimg ta d timg yen th nhung cubi cimg lpi gap kh6 khan v& iuoc<br />

khhg hokg hien nay. C6 <strong>su</strong> lo ngqi la khhg hohg sE lgi xiy ra sau 10 n h nib, va cbn t8i te<br />

C hun hien nay.<br />

Thu tnrbng Be Tihi chhh ran XuPn HA: Trong bhi cdnh hi@ nay, todn cdu hdo c6ph6i Id<br />

xu the" duy nhdt bdi vdS njn kinh te" cdc n ubc? Ngdi cd nh#n xit gi, khuye"n cdo gi vti! vdn d$ @<br />

do hda tiri scin vdn, @c biet Id hi vdS MV v$ vkn di! ndy?<br />

TrH I&: Toh cku h6a khbng tg dong xiy ra mi phu thuac vb cu chi thuung mgi do. Trong<br />

th6 kj. qua, toh cku h6a phiit trih rit nhanh, sau ctt, cti xu6ng rai lgi cti l&n. N h 1913, toh cku<br />

hoh ch@n lgi, ctkn n h 1950 lqi duqc h8i phuc. Do dC, khbng ph& toh cku hh6a luc nb ckg<br />

tang, nhung qui trinh niy diEn ra mqh hun hien nay. ~ i$u niy khbng c6 gi bi hiin kh6ng phii<br />

do nhhg y&u t6 vb hinh hay quy l@t ~IJ nhien. Nguyen nhh thuc ctiy tob cku hoii la chi phi<br />

vb chuykn thip, trong d6 quan mng nhit c6 thk la kit qui cixi cich thirc vb chuy6n bhg<br />

container. Cich thuc v&I chuyin nay t5ng tnrbng nhanh tir n h 70, va giup gih chi phi v&I t&<br />

duhg bib gi5a cac nuuc khiic nhau. Toh cku hh6a cho phCp kha nhg tharn gia vao cbc chu6i<br />

sin xdt. Xu huhg nay sE tikp @c tikp di8n. Lieu nhhg vh d& v& nhg luqng va m6i trulmg co -<br />

Th-$m t6c do toh-Th&5iia Hoat dong vets phy thugc iih ddu tkg sE 1Bm<br />

s


gih qua trinh toin ciu hh6a Diu n&n tnrirc, gia diu thg dZ giy tAc dijng xiu t6i toin ciu h6a.<br />

Viec hgn chi khi thAi C02 ciing hh huhg t6i hoat dijng v$n tiii nhung kMng 161-1.<br />

Viec do h6a t% khok vbn phai hit <strong>su</strong>c thk, vi kMng c6 nhi&u kinh nghiem v&<br />

vib d& nay. Tu do hod ti% khok v6n sd dh din nhi&u cuijc khung hohg. Khkg hohg ntim<br />

1997, va cuijc khing hokg hien nay ckg viy. Viec khBng chuyin d6i hoin toin d6ng ti&n dZ<br />

dh tui <strong>su</strong> t&~g gii. Nhung dbng v6n khbng duuc kiim soit dh t6i khhg hohg khi xu& hien<br />

tinh t . g dong v6n dang b at chay vdo bj dao nguuc. ~ 6he u thang ngh hing khBng duac an<br />

toh, cac bgn sd phai lo lhg v& nguy ca dbng van qu6c t6 sd l b he th6ng ngh hing bit An.<br />

Iceland hay Ireland la met vi du. Cac nuirc c6 thu nhap du6i 10.000 USD GDP c& th$n trQng.<br />

Giaio <strong>su</strong> c6 giHi thic-h nguy6n nhPn khhg hoHng la do thPm hgt ciia My va du thira cia<br />

Trung QUSC? Vgy giho <strong>su</strong> hbm nay cbn gii? 35 kikn d6 khbng? KhH nHng d8ng USD chuy6n<br />

d6i thanh RMB?<br />

TrH 1%: th6 gi6i phuc tap hcm viec My t hh hut vi Trung Qu6c thwg du. Trung Qu6c vi Trung<br />

DBng th&ng du, trong Chh Au ckg c6 <strong>su</strong> mit cGn bhg 1611. Cic qu6c gia thwg du g6m c6:<br />

Trung QU~C, DBng A, cac nuirc cbng nghiep m6i (NIC). Cac nuirc dang m k nu: My, c5c nuirc<br />

m6i n6i a Chiu Au, Anh. Do bi, nguyCn hiin nay khbng phai la song phucmg ma la da phuang.<br />

6 Tp. ~6 Chi Minh, VA tr Chiu A tBi cthg dupc d$t ciu h6i la khi nio dbng RMB s thay<br />

d USD? Diku nay sd khBng th6 xAy ra trong dbi'tBi. Diu tiCn RMl3 khhg chuykn d6i dupc.<br />

Trung Qu6c.thanh toh bhg RMl3, nhung khbng c6 nuuc thu ba nao diing RMB, do d6ng ti&n<br />

nay khBng chuy6n d6i dugc. PhAi 20 n h nk hoac liu han, kinh t& Trung Qu6c m6i ngang bhg<br />

My the0 ti gia h6i doai tQ tnrtmg (chh khBng phai trCn ti gia h6i do% ngang gia <strong>su</strong>c mua PPP).<br />

C Hien gi6 kinh t& Trung Qu6c n.6 hcm kinh t& Nh$t Bk (hung 16n hcm trCn PPP). Hien giu<br />

RMB thb chi con khBng qquan t~ng bhg d6ng YCn. Su chuyin d6i ti&n te c6 dij tr& cho di 18<br />

d6i v6i dbng tiin m&. Vi du ddng USD & rit mqnh vtio n h 1880, nhung phai dn n h 1935,<br />

d6ng USD m6i thay th& duuc dbng Bhg.<br />

TBi ho% nghi v& Trung Qu6c. Trung Qu6c n6i rit nhi&u v& chuyin d6i tien ti$. Trung<br />

Qu6c dB mua rit nhi&u USD vi dang tim chch thoat khdi tinh trqng MY. SDR la r6 tiin te &qc<br />

@o thhh tir Yen, Euro, Bkg, n&u mu6n gi5 SDR thi My cu mua. Trong 20 n&n t6i, dbng Euro<br />

c6 thi cqnh tranh v6i USD, vi tinh thanh khoh cao, nhung USD v h cb lqi th&. Hien giu d6ng<br />

USD m& mot cach bit thuirng bbi n6i lo ng+ v& th tnrbng. HBm qua tr Tp. HCM c6 ciu Mi:<br />

Bng Geithner phit biiu moi thir dang rit tit, nhung chinh 16c d6 USD l$ <strong>su</strong>t gii, th sao nhu<br />

vay? D6 la do moi ngubi ngh? th& gi6i dii an toh hcm. Nhhg tin t6t 1h-h thutmg c6 h+ cho<br />

d6ng USD.<br />

Ugt Nam cd th h mpnh vh ndng nghitp, vka qua Utt Nam cd chinh sdch tam nbng, nhung gid<br />

-<br />

. -<br />

-- T --<br />

s h phih n6@ igiii& tsn thh 5% i$i&ii?so ;& cdc scin phdm cbng nghitp (nghich lj),<br />

nguy&n nhdn nio? Ldm thhnho 8$ khicphuc?<br />

6<br />

'


TrH lbi: Gia ch n@ c6c vh rit cao, va se tiip tpc tbg. T6i cho la nhu vay. Khi kinh t& phuc<br />

h6i, gia ca hkg hoa se phuc hbi, nhung t6i nghi gia dAu se bi tnruc. V& dAi hqn, dit tr6ng trot<br />

tr&n th& gi6i c6 hg, kinh t& lai thg tnrhg. Cac nu6c trb nen giau co hm va s& tieu dhg nhiku<br />

thit hm. Di&u nay d8ng nnghia v6i viec ch nhi&u ngii c6c hm, vi d& sh xuht 1 kg @t ch t6i<br />

7kg ngfi chc. Do dC, xu huhg dai hgn cua gid n@ c6c sP thg.<br />

Dai biiu QUSC hiji ~ rih Du Ljch: T6i cd nghe ndi gia'o sw ndi vdn di hien nay kit8ngphlii La<br />

khring holing, mi la Lam gi it@ khring holing. ~ 6vdi i Vltt Nam, xPt th12 tq wu ti& nen la ba<br />

vitc gl ?<br />

TrI lbi: 3 di&u cac bgn c6 th& l h d& phat tri&n<br />

- Gido duc: <strong>Giao</strong> duc &i hoc chit luqng cao c6 th& giup thuc diy phat triin. Nhung dieu<br />

quan tr~ng hm ca la gib duc ph6 cap, giQ duc c6 nin thg t6t. D6i v6i cac nuuc dang phat<br />

tri&n, gifio duc rit ch thi&t.<br />

- Phat trien Ca sir ha tkng v6i <strong>su</strong> tham gia clia chinh phu. Khu vyc tu nhh kh6ng du kha<br />

nhg trong 1-mh yrc nay.<br />

- Tr& khhg hohg tAi chinh: Khi nhin vao cuijc khhg hohg nib 1997, chhg ta nghT<br />

rhg cac nu6c di% phuc h6i. Nhung thyc ra chi c6 GDP phuc h8i, cbn con ngubi thi kh6ng.<br />

Nhung Indonesia khang bao gib phuc h8i duqc mtic thg tnrbng nhu tnr6c khhg holing. Hh<br />

QU~C thi ~6.317 phuc h8i khA vimg chic, nhmg GDP ckg kh6ng dat dupc nhu rnuc tnrdc khhg<br />

hohg.<br />

Khcing hoiing mang t& th& dgi, ch3 thai dqi mang ham j gi ? dng nghigl vi! khri ndng Lqm<br />

phdt sau khi thqc thi gdi kich ciu?<br />

TrH l&i: Dby 18 cuijc khbg hohg ch thiri dqi chhg ta. Dby la khhg hokg th6ng thuimg<br />

(conventional), b& ngoii nhin thi khac. Chhg ta cho rhg <strong>su</strong> khic biet n& ir ch6 trong thbi kjr<br />

khhg holing tAi chinh n h 193 1 nhi&u ngubi xip hhg d6 nit ti&n vh hien gib ko c6 hien tuwg<br />

d6. Thuc ti, hien tuqng MY vh dign ra. C5c ngh h g ng& (shadow banks) tqo n&n he th6ng<br />

rk phuc tqp. Bay gitr cGng xu& hien tinh trgng tir b6 @ tnrbng ti&n te, cac quy ve. Ddy kh6ng<br />

phAi la cdu chuyen m&, ma chi li phien blin m6i ch cbu chuyen cfi. T6i doc di d ~c lG t&c ph&n<br />

cua Keynes vi&t vb nhhg n h 30 vh clia Minsky vi&t vio nhhg nilm 70. Nhkg gi cac tac giii<br />

dC, m6 tA rit dg &&I ra. Chhg ta rui vb cuoc khhg hohg rdy bbi vi chimg ta dii qu&n nhbg<br />

bAi h~c 1 jch sir.<br />

Cd ngu&i nhgn @nh ring cu6c khring holing nriy tht! hi& m8 hinh ty do phi diiu chinh dii<br />

thkt bgi, m8 hinh bdn vihg hon si? La m6 hinh thj trwang xi h6i nhd nlvdc phric Lqi, mai gia'o<br />

sw da'nh gia'?<br />

-.-- .- --- - - -- -<br />

7


TrH livi: Chhg ta bi6t r$ng thj truhg t.& chinh hien dang nguy hi&m, nhg thj truhg tkc vh<br />

At mqnh. Su so sbh gi5a thj trubng x5 hai vA thj truhg ty do (laissez-faire) kh6 dem lqi cau tri<br />

lbi tirc thi. Ca Tiy Au va MY d&u la nhbg nbn kinh t6 thi trubng, va hai m6 hinh hien du dang<br />

gap ric r6i. Su can thiep c6a chinh phu tai Chiu Au mqnh hun nhi&u, khling hohg 6 Chau Au<br />

t8i t$ hm. Chiu Au co nhi&u cac sh ph& tai chinh tuung duung My. Khung hohg nha d6t<br />

di&n ra t8i t$ nhu nhau b Florlda (My) va Thy Ban Nha. Nu xdu tir th6 chip di&n ra tqi My vi<br />

D6ng Au. Suy tho& u Chiu Au vi My tuung h g nhau. Do do, chhg ta bang th6 n6i la thi<br />

trubng x5 hai c6 th6 t6t han. Nhung chi phi v& con ngubi trong thi tnrbng x5 hai lim hun My. So<br />

shh v& th6t nghiep, GDP nhu nhau hung th6t nghi$p My thg nhanh hun, do khbng c6 <strong>su</strong> giui<br />

C<br />

hqn v& sa th& nhh c6ng Er My. 6 My, m6t viec n&-a 18 m6t bb hiim vi mit sinh k6, khac v&<br />

Duc. T6i nghi la day 16 thbi di6m tat d6 xiy dung mgng luiri an sinh x5 hai tat hun tqi My.<br />

<strong>Giao</strong> <strong>su</strong> ndi la &y la kh Jng hodng tai chinh, nhung t6i cho ring nd cd sy khdc biet vi nd xliy<br />

ra L? My' - kiin trric <strong>su</strong> cJa kinh ti toan c8u. V$ tdi cdu trric nin kinh ti toan c8u trong G20,<br />

GS ddnh gid nhu thi nao? sFphbi h e toan chu (G20, G7, th@m chi 62) sP cd tdc @ng nhu<br />

thi nao vi gih <strong>su</strong> cd tin trrhg vao n$ lvc niy khbng?<br />

TrA livi: Kinh t6 se duuc t& c6u trhc t6i muc do nao? Su thay d&i nay chi la v& mGt tir ngi3 ma<br />

th6i. Giu Gy My se kh6ng & thuy6t gihg cho tht cB th6 giCri. Nhung di&u cu bh la khi khling<br />

hohg k6t thuc, <strong>su</strong> phh ph6i quy&n luc kinh t& s& kh6ng thay ddi nhi&u (mac d~ <strong>su</strong> ki@u h a v&<br />

@<br />

<strong>su</strong>c myh kinh t6 c6 th& thay d&i).<br />

Cic m6c tdn th& gidi d&u dang trong giai doqn <strong>su</strong>y thohi. Khang nu6c nio cbn khQ nhg<br />

iip dpg chinh sach ti& te th6ng thuhg. 6 Chiu Au 1% sdt dZ u mltc 0%. Kh6ng th& the0 du6i<br />

chinh sach ti&n te mat cach doc lap. Chinh shch tAi kh6a b mot nu6c st gilip nuirc khic huhg<br />

lpi, di&u nay c6 nghia la chi duqc huhg mat phh lpi ich nhung 1q.i phAi cGu ganh nag v& np<br />

toh phh. Do 66 chfing ta phii hqp tac vCri nhau. Mat nuuc l h chua d& ma ch c6 thoi thm v& <strong>su</strong> ph6i hq. Nhung G20 kh6ng l h duqc &&u MY. G20 dZ kt thda th* thg van cho IMF,<br />

db la thbh c6ng 161.1, d t la d6i v6i cac nuuc nh6, nhung chua c6 cu ch6 d& ph6i hqp chinh sich<br />

gi5a cac nuirc. Chfing ta cihg c6 <strong>su</strong> khhc biet v& 9 thirc he. Dltc thi phh d6i Keynes, nhung My<br />

thi ilng ha.<br />

Gilm d6c Vien nghi4n cliu kinh d chinh slch ~guyzn Dkc Thlnh: Cdch ddy 30 ndm gido<br />

<strong>su</strong> cd viit bai vi! hi@ ring thu hgp ni!n kinh ti! (dng tdc gili vdi Lance Taylor). Kit Nam hiin<br />

cd thiim hut thumg mai lh, biiy gi3 6ng cbn gi2 quan diim dd ko?<br />

Tr5 Is: Rib mimg la c6 ngubi vh nh6 ttri b% vi6t cb t6i. Chhg ta kh6ng c6 hi$u img mqh v&<br />

cac bhg ch d6i t2i.i sh. ~ 8d6, i c6 tiic dong thu hep trong nuirc, nhung quy m6 ch tic dang<br />

nay biy gib lim hun nhiiu. Vi bay gi& np b$lg ti&n nuirc ngoai &hhg hohg 1997 va khhg<br />

hohg tqi D6ng Au hien nay), dbng van luu chuy&n d& dhg han. Hien gib c6 th6 vay tiin 6 khhp<br />

- - ----- -- -- -- - - - -- --


ncri d& mua nhl (vi du c6 th& dung Franc Thyy ST hay d6ng Yen Nhet d& mua), nhung khi khhg<br />

hohg xay ra se dh t6i kh6 khb.<br />

Trong 4 tlzring dhu niim nay xu& k hb fiat Nam sang My van tiing 8%, cring th&i gian dd<br />

xukt kltb Trung QU& sang My gilim 10% CU cku hang xu& klzh cria Vipt Narn va Trung<br />

Qu6c khdng klzdc nhau. Girio <strong>su</strong> gilii tlz kh tlzt! nao vi diiu nay?<br />

TrH lbi: Tnrac khhng hohg, nhi&u sh ph& sir dung nhi&u lao dong duac nh$p khhu tir Trung<br />

.<br />

QU~C vio Viet Narn. Viec sh ph& sir dung nhiku lao dong, luc lu-g lao dong C&I ca, muc<br />

lumg thip dg c6 tb dung d6i viri Viet Narn. T6i nghi xu huhg nay sB tikp tpc trong thai gian<br />

tiri.<br />

Ph6 Thti tuhg ~guy&n Sinh Hung: n&u hai ciu h6i<br />

1. M ~i Gido <strong>su</strong> ddnh gia' tdc dgng cria khring holing toan chu dbi vdi clir nudc dang phdt<br />

tritn, rtpe bitt La cdc nudc dang B trinh dfl th$ va mdi hgi nh@p qubc tk Tdc dgng vdi nhiing<br />

nudc m= kinh tt! ndng nghitp, khu vuc ndng than chiam @ trpng Ldn. L&i khuy2n vdi Ktt<br />

Narn trong Llnh vuc nay?<br />

2. Gido <strong>su</strong> ba' di! c#p rkt nhiiu vd gido dgc diio tgo bexphdt triin. Vai tri, cria kinh ti thi<br />

truhg dtphdt triin x i hai (gido dgc, y t?), va vai tri, cria nha nudc nhu thinao? Phrii chiing<br />

ta d n quan trim t& vai trd cria nhd nudc, nhungcfing t@n dgng tbi da vai tri, cria thi truhg?<br />

,<br />

Trii liri: Tk-dong cfia khhg hohg t6i cac nuac dang phiit tri&n chu y&u thBng qua dbng chay<br />

thuung mpi, trh DBng Au co thj tnrirng v6n bj thc d6ng nhiiu. KhBng may la thuung m+i th6 gibi ?<br />

dZi <strong>su</strong>y gih &t nhanh, thc dong ti& cuc wgt ngoAi du kikn (t6i te hun n h &u ti&n cfia cuac<br />

C Dqi <strong>su</strong>y thohi). Cic nu6c chuyen sAn xdt hhg cbng nghiep cku tic dong P&~U dt: Nhat,<br />

Dirc, Him Qu6c. Trung Qu6c vii Viet Narn ciing cku MI hubng, nhung khbng n@ng n& bhg c8c<br />

nu6c tren. Sin phh n6ng nghiep bj Bnh hubng nhung khang nhiku. Cac nubc thu nhsp thp viri<br />

tJi tvng n6ng nghiep 16n v9 kCm phat trien c6 th& ciing bj MI hubng n@ng n&. Khhg hohg giy<br />

6nh hubng t6i xdt kh&, nhung chc bqn c6 th6 c6 ghg duy tri thj tnrbng noi dja.<br />

- <strong>Giao</strong> duc khBng ph& 18 l"mh yrc thi tnrirng tp do c6 th& xir 19 tit. Kh6ng ai dua vao thi<br />

tnrhg d6 cung c6p giao duc. Vi giQ duc 18 hiing h6a cbng, diy la nhiem v-y ch nhi nlrirc. Chi<br />

c6 tr gib duc bac cao thi c6 th& dm phh MO vb thj tnrhg, nhung v h c6 tnrhg hq nha nu6c<br />

cung gib duc bijc cao mot cach hi& qu& d My, viec dua v b tu nh6.n dk cung c6p djch vp<br />

giao duc dem lai kit quA kh6ng tit, tham nhkg m&m & xiiy ra khi tu nhh h6a giao duc. C6<br />

nhbg ngubi thh thikt v6i cic chid ti gia dugc chon dk thuc hien cac djch vp nay.<br />

- Y ti: bb hithy t& nCn do thi tnrhg hay nh2nu6c cung tip. Chhg ttfwkinh nghi&m<br />

tren cb 2 1-%h vuc nay. T6i cho rhg bho hikm c2n bin n&n la hoat dQng cha chinh phh, bb hi&m<br />

-%I hang themgia @, ma d G ~ v atro i nuhggian. N h muc tiCu cha cic bban7%~-K&


C<br />

y t& ph6 cep thi nCn d& chinh phu cung chp bao hiim. TrCn tbc t&, bb hi&m tu nhh chi cqnh<br />

tranh nhau d& kh6ng ph& tra cho nhkg ngubi c6 riii ro cao hm. My hien dang c8 ghg d& c6<br />

bao hiim ph6 c@p. C6c cbng ty bb hi&m chi la nhkg chuhg ngqi ch trb. C6 1 vi du ghn diy Ih<br />

Dii Loan 85 chuy&n tir tu nhh sang chinh phli d& cung cdp bbo hi&m, vi clang v&n hhh rht tat.<br />

Chinh phu dimg ra d& .cung chp ddjch vp y ti s& gap kho khh do moi nguai thich tq lua<br />

chon djch vp. Co bhg chimg thk hien tinh hieu qu8 han cua he th6ng cung cdp ddjch vp y ti cua<br />

tu nhh so v6i cua chinh phu. ~ i&u nay phu thuijc vao thg 16p l2n.h &o. Vi du tai My bao hi&<br />

y ti ph8 c@p cung chp cho ngubi gih tir 65 tu8i trb lCn, bao hi&m tu nhh cung chp cho tht ca moi<br />

ngum. He thang bb hi&m cho c p chiin binh do chinh phu di&u hW. 20 n h tnrac diy, he<br />

thang bb hi&m cho cm chiin binh hoat d6ng rht kem, nhung sau khi ~ 6 thing n ~ Clinton cai<br />

cich, he th6ng nay Ken duac dihh gi6 la t6t nhdt nuac My. Do do, chinh phli cung tip djch vp y<br />

t& cb th& t6t hoac xdu, n&u duac thyc hien tat thi st v& hinh tat. T6i kh6ng th& tu v6.n la cac bqn<br />

n&n di theo huhg nio. Trong s8 cac nuac ti&n tikn thi Ph6p la nukc co he thang bio hi&m t6t<br />

nhit, vifc h8 trq tii chinh cho he th6ng bb hi&m do chinh phi d h nhiem, cbn thj tnrbng cung<br />

chp dich vp y t& nhung du6i <strong>su</strong> gih sat cua nha nukc.<br />

~ bnhih t nudc tling chi a9 thuc hi& gdi kich cdu, nin nhiiu nudc dhng b@i chi, va ng dang<br />

tring. Theo gido <strong>su</strong>, diju nay cd dht dnh trgn nq qu6c gia khang?<br />

Td lbi: Chhg ta d&u c6 v& 8& v& nq qu6c gia. Piy khkhg ph& 1i vh d& nhi&n ma la lua<br />

chon bit b$c. Iceland & c6 khhg hohg na nglGt5m trong. Ireland d% buijc ph& dhg chinh<br />

sach vay nq.- Anh bi gidi hqn vi phip vi can thiep. Nh$t chg phAi d6i mat vdi nhiku v h d6. C k<br />

nu6c cb thh rai vAo nq 90-100% GDP bong tumg lai g~ vl ho se phAi giii thich xem ho s& ~IA<br />

nq nhu th6 do.<br />

PTTg Nguy8n Sinh Hhg: t6i mu6n dinh 5 ph kt cubi d gido <strong>su</strong>phdt biiu vi! V@t Nam va cd<br />

&i I&? khuygn cho Eft Nam<br />

Trh 1M: T6i bang mu6n dua ra l&i khuyen vi moi ngubi tqi &y chic chh hi&u v$ Viet Nam<br />

hm t6i. Cac bqn dl c6 chi& luuc pkt tri&n thanh cbng. Khhg hohg hien nay kh6ng ph& 1Bi<br />

cb cac bqn, ma ch cac nnutrc xung quanh. T6i nghi rhg Viet Nam c6 mat s6 vh d6 th6ng<br />

thubng vi chinh sach nhu thh hut tAi chinh (&y la diiu phAi quan th k& ca sau khbg hohng),<br />

lip phat cao. ~ &kinh n t& ca bh vkg me, m6 hinh phsat triin dua vao x&t khiu d% pMt huy<br />

tAc dqg. Diy b6ng phai la kit qdi ch nhftng lbi khuyt5n cria ngu&i My. 10 n&n tnruc diy, khi<br />

t6i mu6n tdi trung t&n cria khhg hokg tAi chinh, t6i phAi bay nhkg chuy&n bay dii. Gib clAy<br />

t6i chi chn di tiu di$n li c6 th& tdi New York! T6i chuc cac bqn may mh.<br />

Ph6 TTg Nguy;n Sinh Hung: xin c h on GS

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