Goodbye Washington Confusion , hello Wall Street Consensus : contemporary state capitalism and the spatialisation of industrial strategy
Goodbye Washington Confusion , hello Wall Street Consensus : contemporary state capitalism and the spatialisation of industrial strategy
复制标题
再见华盛顿混乱，你好华尔街共识：当代国家资本主义和产业战略的空间化
DOI：
10.1080/13563467.2022.2091534
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发表时间：
2022
影响因子：
4.2
通讯作者：
Schindler S
中科院分区：
文献类型：
--
作者：
Schindler S
最近的学术研究叙述了发展的金融化，Gabor（2021）将其称为华尔街共识（wall Street Consensus， WSC），其目的是通过将风险、回报和责任在投资者和国家之间的分配制度化，促进全球资本对南方基础设施的投资。Gabor对隶属于全球金融资本的“去风险国家”的概念化与国家资本主义的学术研究形成鲜明对比，后者描绘了国家作为投资者和市场参与者所扮演的前所未有的企业家角色。我们在本文中的目标是调和世界经济共同体的出现和国家资本主义的发展同时出现的明显矛盾。我们认为，世界安全理事会为降低风险的国家提供了追求自主战略愿景的空间，许多国家已经采取了以基础设施为主导的发展，旨在通过促进经济多元化、产业升级和区域平衡增长的方式整合全球价值链中的地方。我们提出了三个例子，说明降低风险的国家已经实施了空间化的工业战略——沙特阿拉伯的2030年愿景、肯尼亚的2030年愿景和泰国4.0。在上述每一个案例中，降低风险的国家所采取的空间化产业战略都推动了大规模基础设施项目的激增，并为政治集中化提供了理由。
Recent scholarship has narrated the financialization of development, which Gabor (2021) refers to as theWall Street Consensus(WSC), whose purpose is to facilitate the investment of global capital in Southern infrastructure by institutionalising the distribution of risk, reward and responsibility between investors and states. Gabor’s conceptualization of the ‘de-risking state’ subordinated to global finance capital stands in stark contrast with scholarship onstate capitalism, which charts the unprecedented entrepreneurial role played by states as investors and market participants. Our objective in this article is to reconcile the apparent paradox presented by the simultaneous emergence of the WSC and evolution of state capitalism. We argue that the WSC affords de-risking states scope to pursue autonomous strategic visions, and many have responded by embracing infrastructure-led development designed to integrate places within global value chains in ways that foster economic diversification, industrial upgrading and balanced regional growth. We present three examples in which de-risking states have implemented spatialised industrial strategies – Saudi Arabia’sVision 2030, Kenya’sVision 2030andThailand 4.0. In each of these cases spatialised industrial strategies undertaken by de-risking states have fuelled the proliferation of large-scale infrastructure projects and served to justify political centralization.