一、中国崛起的秘密1
中国崛起和中国模式5
什么是华盛顿共识10
为什么华盛顿共识在拉美失败12
中国模式和华盛顿共识的比较和对照18
二、中国如何转变为消费型经济35
中国经济的结构性失衡40
中国的外向型经济增长是不可持续的46
改革全国社会保障基金和国务院国资委60
向富人征税,帮助穷人68
中国从亨利·福特的提高最低工资和日本的国民收入倍
增计划学到什么78
三、通货膨胀、外汇储备和人民币国际化81
导致中国通胀的原因及防治83
幸福和财富是由人民创造而不是政府给的98
管理中国的外汇储备109
中国如何帮助欧洲解决债务危机117
四、中国对能源和矿产的需求121
中国石油消费对进口的依赖和能源效率的低下123
页岩气将改变全球石油供给需求的平衡143
中国长期电力需求及可再生能源的开发147
核能是解决未来的能源问题的答案159
中国对铁矿石和铜的需求已到顶峰165
五、中国可持续长期GDP增长潜力179
规划中国经济的长期增长181
投资过多导致边际回报下降187
债务负担已经很沉重190
人民币是被高估还是低估192
FOREWORD1
Ⅰ The Secrets Of China Rise1
a China Rise And China Model5
b What Is Washington Consensus12
c Washington Consensus Failed In Latin America15
d Compare And Contrast Of China Model And Washington
Consensus23
Ⅱ Transform China To A Consumption Economy45
a Structural Imbalances In Chinese Economy51
b Export Driven Growth Is Unsustainable 59
c Reform Social Security Fund76
e Tax The Rich And Help The Poor81
f Lessons From Henry Ford’s Raise Of Minimum Wage And
Japan’s Income Doubling Plan.92
Ⅲ Inflation, Foreign Reserve, And RMB Globalization 97
a Cause And Cure Of Inflation In China99
b Happiness And Wealth Are Created By People117
c How To Manage China’s Foreign Reserves132
d How Can China Help Europe Solve Debt Crisis141
Ⅳ Meet China’s Demand For Energy And Resource147
a China Oil Consumption And Energy Efficiency149
b Shale Gas Will Tilt Global Demand Supply Balance172
c Long Term Electricity Demand And Buildup Of Renewable176
d Nuclear Is The Answer To Meet Future Energy Demand 190
e China’s Demand For Iron Ore And Copper Peaked194
Ⅴ China’s Sustainable, Long-Term GDP Growth Potential213
a Planning China’s Long-Term Economic Growth215
b Investments Were Excessive With Marginal Return Declining221
c Debt Burden Has Risen To A Dangerous Zone224
d Is RMB Over Valued Or Under Valued226
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——汪军(董事,华安财产保险股份有限公司)
★“首先非常感谢Jeff花那么多时间来用心编写本书,我想,如果你还愿意战斗在中国资本市场上,那就必须认真品味此书,这会给你带来一个全新的角度去理解中国经济的过去,现在,未来;如果你能洞悉未来,你将拥有财富,这本书就是你最好的望远镜。”
——鼎久财富董事长宋浩田