美媒:习近平不是新毛派 但拒绝西方价值和新自由主义更坚决

美国“商业内幕”网2月22日刊登题为《最担心中国什么》（作者玛姆塔·巴德卡）的文章，文章作者向6名中国问题专家提出问题，询问最担心中国什么，其中有人提到，担心中国的意识形态整顿，习近平虽然不是“新毛派”，但习近平更坚决地拒绝西方价值和新自由主义。

美媒：习近平更坚决地拒绝西方价值和新自由主义

以下为文章内容：

去年中国经历的信贷紧缩引发硬着陆担心。我们向6名中国问题专家提出同样问题，最担心中国什么？以下是回答：

穆迪公司的陈志雄：中国央行通过货币紧缩削减风险贷款和过度举债的做法是个大问题。央行似乎从2013年汲取了教训，但目前仍不清楚在公司债券潜在违约的背景下，今年的货币紧缩将如何展开。

美国银行的崔伟：债务增长和企业偿债。

银冠资产管理的帕特里克·霍瓦内茨：担心中国领导人说“一切尽在掌控”时真的相信如此。中国将面对艰难经济调整。若北京认识到改革的方向还有紧迫性，就有机会渡过难关。若掉以轻心就是在招灾。

瑞银前首席经济学家乔治·马格努斯：最紧迫的是中国是否、如何及在何种情况下抑制信贷，把惹麻烦的妖怪关回瓶子里。

罗杰斯控股公司的吉姆·罗杰斯：一些地区债务水平太高。

“中国新闻”博客的比尔·毕晓普：“A.环境危机。B.腐败。C.意识形态整顿。习近平不是“新毛派”，却是务实的马克思主义者，对讨论扩大了限制，更坚决地拒绝“西方”价值和新自由主义。今后，（中国的）民族主义会变得更强烈，这是有意造成的。D.随着越来越多中国人相信西方着力遏制中国、阻止中国复兴，反外国、特别是反美情绪正不断上升。来自经济减速、重组及打击腐败和政治洗牌的紧张，可能导致（中国）比通常的新兴国家遭遇更多外部摩擦。

商业内幕（Business Insider）是美国一个商业新闻网站，由凯文•P•瑞恩于2009年2月在纽约创建。与其他同类网站不同的是，Business Insider是一个带有娱乐性质的商业新闻网站，并且每一个热点新闻都有许多“犀利”和“前卫”的评论。商业内幕的投资者包括亚马逊头杰夫·贝佐斯等名人。第三方网站Alexa的流量统计数据显示，商业内幕的全球流量已经超过了金融时报和彭博社等知名媒体网站。在中国，腾讯财经与商业内幕最近签署了一项合作协议。

以下为文章英文全文：

 7 Experts Told Us What Worries Them The Most About China

Chinese GDP growth slowed to 7.7% last year, hitting its lowest level since 1999. Some of the biggest issues we're seeing in the headlines these days are concerns over shadow banking, rising local government debt, and trust defaults.

The credit crunch China experienced last year, and the worry that deleveraging could trigger a hard landing is also getting a lot of attention.

We asked six China experts the same question. What worries you the most about China? Here are their responses:

Alaistair Chan, Moody's: "The central bank’s campaign to cut risky lending practices and over-leverage in the financial sector via monetary tightening is a big concern. The PBoC seems to have learned from the June 2013 Shibor scare, but it is still unclear how monetary tightening against a backdrop of potential defaults in corporate bonds this year will unfold."

David Cui, Bank of America: "Debt growth and corporate sector solvency issue."

Patrick Chovanec, Silvercrest Asset Management: "I'm worried that Chinese leaders actually believe it when they say everything is under control. The clock is fast running out on China's tactic of using runaway credit to fuel investment-led growth.

"At best China faces a growth squeeze from a mounting burden of bad debt, at worse that bad debt will blow up in its face. Either way, China faces a wrenching economic adjustment. If China's leaders recognize not just the direction but also the urgency of change, they have some hope of getting to the other side. If they kid themselves into complacency, they are courting disaster."

George Magnus, Formerly UBS: "Among many things that worry me, the most urgent issue is if, how and under what circumstances China will tame credit creation and put a troublesome genie back in the bottle. We've had a few trust loan defaults that haven't caused a big stir yet, but there have been a couple of depositor bail outs that don't point to a determined attempt to curb the excess yet.

"There's a tension between the PBoC and the China Banking regulatory Commission over shadow banking restraint. I expect credit to slow and to lead to slower growth. I worry that the authorities will try to soft pedal this, leading to a bigger denouement later."

Jim Rogers, Rogers Holdings: "The high levels of debt in some areas. Some of the provinces and companies have built up debt in recent years during the recovery, since there has been so very much artificial liquidity all over the world. All the money printing in the developed world is causing distortions everywhere including China."

Tom Orlik, Bloomberg: "The biggest worry about China this year is the state of the financial system. Massive credit growth has left banks overexposed, and as the economy slows the cracks are starting to show."

Bill Bishop, Sinocism: "A. Environmental crises: air, water, soil, food. There are and will continue to be huge opportunities for investors and companies in cleaning up the mess, but the human toll is massive and will get worse before it gets better. It could lead to significant unrest but more likely will lead to cancer epidemics and emigration by those who can afford to;

B. Corruption. Xi's crackdown on official corruption is serious and having an effect. Of course there are political reasons and scores to settle, but the crackdown has changed behavior. It has not however addressed the corruption that is pervasive in Chinese society, and it is hard though to see how that can be changed materially in the midst of increasing restriction on public discourse and transparency;

C. Ideological retrenchment. No, Xi is not a "neo-Maoist", but he is a pragmatic Marxist and there is a broader tightening of discourse and more aggressive rejection of "Western" values and Neo-liberalism than we have seen in a while. But most people here do not believe in Marxism and a Marxist morality campaign will not work. So the real glue is nationalism, and that has only grown stronger, intentionally, over the years;

D. Growing anti-foreign, and especially anti-American, sentiment as more and more people are told, and start to believe, that the West is trying to keep China down and prevent its rejuvenation. Tensions from an economic slowdown, economic reform/restructuring and/or the corruption crackdown and its political re-ordering could lead to even more external friction than would normally be expected with a rising power. Geoff Dyer's new book "The Contest of the Century: The New Era of Competition with China" is worth reading."