國際經濟情勢

夏春:拜登税改思想新在何处?资本利得税率翻倍影响大吗?

2021/04/26 wwchu 反思經濟學

原创 夏春 财经智识 2021/4/26,來自FT中文網 https://mp.weixin.qq.com/s/QzG0xk6c8LEHtSjCkm_8IQ 核心观点 1、“减税经济学”的三大支柱,即减税会增加税收和GDP,先富会带动后富,减税会激励企业家更努力工作,在数据上都不成立; 2、历史上资本利得税率的增减,对股市的影响都很短暂(通常在一个季度内),而且并不存在明显的相关性,股市可能在增税后上涨,也可能在减税后下跌; 3、拜登税改有着广泛的民意支持与现实需要。无论拜登政府的税改能否成功,无论对大企业的严监管如何执行,一个大逆转的时刻终将到来,全球经济和市场将再一次发生巨大的变化。

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HBR: China’s New Innovation Advantage

2021/04/23 wwchu 中國經改模式

by Zak Dychtwald From the Magazine (May–June 2021), Harvard Business Review https://hbr.org/2021/05/chinas-new-innovation-advantage Summary. Long considered a global copycat, China is now home to many of the fastest start-ups to reach a $1 billion valuation globally. Whatever has propelled Chinese companies to the top, the metrics we use to evaluate innovation have missed it. The author […]

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朱雲漢/比较政治学:前进与超越的方向

2021/04/19 wwchu 反思經濟學

江南学派 2021/4/19 https://mp.weixin.qq.com/s/fUCTRsnLqrlkW_SHluwwEA 2021年4月16-17日,复旦大学国际关系与公共事务学院与陈树渠比较政治发展研究中心主办“重新思考比较政治学”研讨会暨《比较政治学》新书发布仪式。台湾大学政治学系教授、台湾“中研院”院士朱云汉受邀发表主旨演讲。就比较政治学的超越、突破、开拓的努力方向,朱教授提出五点建议。特此发布,以飨读者。

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THE CHINA TRADE SHOCK

2021/04/16 wwchu 中國經改模式

STUDYING THE IMPACT OF CHINA’S RISE ON WORKERS, FIRMS, AND MARKETS The research presented here, conducted by Professors David Autor (MIT), David Dorn (University of Zurich), Gordon Hanson (Harvard Kennedy School), and research partners, studies the economic benefits and costs of trade integration. The costs include distributional impacts, which economic theory has long recognized, as […]

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Krugman: The Mundell difference

2021/04/14 wwchu 反思經濟學

https://voxeu.org/article/mundell-difference Paul Krugman 12 April 2021, VOXEU Nobel Laureate Robert Mundell passed away on 4 April 2021. In this column, Paul Krugman describes the evolution of Mundell’s contribution to economic thought and policy, from his early pathbreaking models that remain the foundation of modern international macroeconomics to his later views that were more controversial and […]

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