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Re: [A-List] Jack -- Here's one raw formula from Galbraith



There was no development finance in the Third World either through
private banks or government programs since the end of the Cold War.  Aid
had been replaced by trade. Foreign investment went exclusively to the
export sector, not to domestic development for the simple reason that
only export can earn dollars to repay dollar loans or capital
investment.  Privatization, mostly sold to foreign capital, imposed
exorbitant user fees on the Third World public and made worse by foreign
exchange premiums due to dollar hegemony.  Much of the Third World poor
can no long afford drinking water because it has been privatized.  When
the Brazilian real devalues, water fees goes up in Brazilian real
because the water works has been sold to dollar investors and must
generate dollar income.

Brazil's trade surplus does not belong to Brazil. It belongs to foreign
investment which owns the export sector. The surplus cannot be used to
pay down Brazilian sovereign debt because the Brazilian government does
not have access to it, not even through taxes because of tax concession
to foreign investment.  So Brazilain workers are trapped with low wages
and non-existent benefits while government services are scaled back by
IMF austerity conditionalities.

Brazil must stop exporting, refute all foreign debts and nationalized
the export sector for the domestic market. Forget about exporting until
all domestic needs are satisfied.

Henry C.K. Liu

Gary Santos wrote:

From Peter Meyers from down under. The idea seems to me based on the principle
of distribution of wealth which leads to the transfer of wealth from the
financial sector to the productive sector (i.e. more people have money, rich to
poor) hence more spending globally. Henry had a parallel idea of "restructuring
international trade". Distribution internal to countries is however not
addressed. The transfer is from rich to rich.

Gary Santos
-----------------------------------------
1) Eamonn Fingleton - Reality Check on Globalism

Date: Fri, 1 Aug 2003 08:58:22 +1000 From: "John Craig"
<cpds@xxxxxxxxxxxxxxxxxxxxx>

A 1940s proposal by Keynes might be a way to overcome problems with
globalisation according to Galbraith. [I think this is James Galbraith, son of
JKG or maybe it is from JKG who is in his 90's and still active. I think JKG is
writing one book now which should also be quite interesting.].

OUTLINE: Development finance, long influenced by Keynes, has been turned
over to investment bankers over the past 20 years. The Bretton Woods
conference put in place the IMF and World Bank - partly on the basis of
Keynes critique of the Versailles Treaty after WW1. Keynes proposed a
multilateral financial system - in which great nations would not place
commercial financial terms ahead of every goal of social progress - by
enabling trade to coexist with a generous and protective system of
financial institutions. A key feature involved creditor adjustment -
involving sanctions on countries that ran trade surpluses. This would
force to latter to choose between discrimination against their trade and
expansion of domestic demand. Debtors meanwhile would have access to
overdraft facilities. The Americans would not accept this due to
preference for laissez faire, the gold standard and manufacturing
superiority. Thus IMF and World Bank were constructed on more
traditional lines. The US was later converted by social programs into
the Keynesian locomotive for the rest of the world. And poor countries
grew faster than the rich. But this system ended in the 1970s.
Development finance was returned to commercial banks - and the system of
development finance broke down - engulfing the developing world in
speculative instability. Brazil currently has high debts and a trade
surplus. The IMF offers loans on conditions that demand be suppressed -
whereas Keynes proposals would have required that demand be expanded on
the basis of international reserves. The successful economies of
developing world are those which have pursued mercantilist policies and
detailed planning strategies. Europe has free trade and capital flow,
but countries are required under the stability and growth pact to
maintain small unified budget deficits - despite high unemployment.
Income convergence in Europe has halted. The US has been able to
overlook these issues because (a) the $US has been world's reserve
currency (b) it has been a safe haven for capital and (c) Keynesianism
has continued as the basis of domestic policy - despite constant
pressure for tax cuts. (Galbraith J 'Don't turn the world over to
bankers', Le Monde Diplomatique,May 2003)








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