日本、德國、法國、加拿大這些爆發第三波疫情的國家都是犯了跟印度一樣太快樂觀、解除封鎖的錯誤。

「印度當局並未充分向公眾表明,這種流行病不會徹底消失。過早宣布勝利,全國各地都是熱情高漲的情緒,尤其是那些希望推動經濟發展、重新展開競選活動的政客。這給了病毒捲土重來的機會。」

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紐時這篇提醒了民主在建立信用與資訊效益這兩方面的重要性:
現在還能吃經濟開發紅利的印度如果沒有在政治進行切實改革,很快會步入跟中國一樣的信用高風險與資訊低效益瓶頸:

[ “To accelerate the growth of confidence, public investment is not enough,” Auguste Tano Kouamé, the World Bank’s country director for India, said at a news conference in April. “You need deeper reforms to make the private sector invest.”

「要加速信心的增長,僅靠公共投資是不夠的,」世界銀行負責印度的主管奧古斯特·塔諾·庫阿梅說。「你需要更深入的改革,來促進私營部門投資。」

A lack of confidence helps explain why the stock markets are setting records, even while foreign investors are backing away from buying into the Indian economy through start-ups and acquisitions.

缺乏信心也有助於解釋為何在外國投資者不再通過初創企業和收購來投資印度經濟之際,印度股市卻屢創新高。]

cn.nytimes.com/business/202401

@Perfume 我觉得文章的意思是印度民主政治开倒车带来的政权稳定对商业是利好的,低下的官僚治理能力才是瓶颈。
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