Leggendo lo scorso numero dell’Economist, nella rubrica “Schumpeter” dedicata al business.
Una visione più ampia – e direi anche strategica – di quello che, secondo il recente articolo de La Repubblica, sarebbe in corso in Italia ovvero l’acquisto di nostre società da parte cinese. Trattasi, in effetti, di dinamiche globali che agiscono anche – ed ancor di più – sull’Europa e su un’Italia a corto di liquidità, ben spiegate dal recente rapporto Global Trends 2030 e sintetizzate in questo articolo della rivista londinese:

Intelligence agencies seldom take a sunny view of the world. Yet the latest report from America’s National Intelligence Council (“Global Trends 2030: Alternative Worlds”) is rather cheerful. The council frets about threats ranging from cyber-sabotage to nuclear holocaust (in a brilliant piece of understatement it warns that “Russia could become a very troublesome country”). But it argues that the most important trend in the coming decades will be the growth of the global middle class.
Britain, where the industrial revolution began, took 150 years to double its income per head. America took 30. China and India have pulled off the same feat in a fraction of the time and on a larger scale. The result is an explosion in the number of people who can afford middle-class luxuries, such as a nice home and a good start for their children. […]
However, few Western firms can ignore the battle for the new middle class. It spills onto their turf. Emerging-market companies are using the money they earn at home to invade Western markets: India’s Tata has spent $17.5 billion on cross-border acquisitions over the past decade. The rise of the new middle class may also bump up the prices of basic commodities, as more wallets chase scarce resources—and that will affect everyone. The “rise of the rest”, as Fareed Zakaria, an American journalist, once called it, will change the rich world whether it likes it or not.

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