2010年11月1日

中印紧张难挡经贸发展 China and India:friction grows; so do business ties

 

上周初,在亚洲地区日益对变得更自信的中国感到不安的形势下,美国敦促印度在地区政治和安全合作上扮演“更积极”的角色。

印度领导人自己也表示对以下形势感到担忧:中国不断扩大与巴基斯坦、缅甸、尼泊尔和斯里兰卡之间的关系,正对印度形成包围之势。但近日的消息表明,中印两个地区大国之间的经贸关系也在不断增强。

上周四,印度信实电力(Reliance Power)向上海电气集团(Shanghai Electric Group)订购了价值高达100亿美元的发电设备,由中资银行提供融资。印度亿万富翁、信实集团(Reliance ADA)董事长安尼尔•安巴尼(Anil Ambani)形容这是“电力行业历史上最大的订单”。

上周三,广东省政府和香港特别行政区政府在新德里共同举办了一次会议(这是有史以来最大规模的同类会议),意在吸引更多印度企业前往中国开展业务。目前已有1500家印度企业在香港设有业务。

其后,中印两国政治领导人在越南出席东亚峰会(双方最终在会议间隙进行了会晤)时,就两国共存发表了安抚人心——且惊人相似——的言论。

印度总理曼莫汉•辛格(Manmohan Singh)率先表示,“世界有足够的空间”来容纳中印两大经济体的成长。紧接着,中国总理温家宝在上周五表示:“世界上有足够的空间供中印两国共同发展……开展合作。”

但别就此以为一切太平。印度在对华关系上显然正日趋强硬。两国之间3500公里长的、有争议的边界仍是紧张关系的一个源头,也是印度日益热衷购买美国防务产品以增强军力的原因之一。印度可能购买126架美国战机,价值110亿美元,以更新其过时的空军装备。

英国《金融时报》今年早些时候报道,在中印两国关系紧张的背景下,一批中国手机制造商正考虑在印度兴建生产设施,以期在他们最重要的出口市场上积累政治资本。

商界人士在公开场合总喜欢宣称,他们所处的领域与地缘政治无关(尤其是因为这有助于他们回避敏感问题)。但在中国和印度,他们必须适应这两个亚洲大国关系紧张的现实,并寄望于自己能够通过增进两国商业联系来略为缓解这种紧张关系。

译者/杨远

 

http://www.ftchinese.com/story/001035291

 

 

This week began with India being pushed by the US to take a “more active” role in political and security cooperation in Asia, at a time when the region is becoming increasingly anxious about a more assertive China.

Indian leaders themselves have expressed fears their country is being hemmed in by Beijing’s expanding ties with Pakistan, Burma, Nepal and Sri Lanka. But recent days have provided a reminder that trade and business ties between the two regional heavyweights are proliferating too.

On Thursday, India’s Reliance Power ordered a massive $10bn worth of power generation equipment from Shanghai Electric Group in a deal financed by Chinese banks - a move that Anil Ambani, the Indian billionaire and chairman of Reliance ADA, described as “the largest order in the history of the power sector”.

The previous day, the governments of Hong Kong and China’s Guangdong province held a joint conference in New Delhi, the biggest of its kind, where they tried to entice more Indian businesses to join those already operating in China, including 1,500 that have bases in Hong Kong.

As the week wore on, political leaders from China and India offered calming - and uncannily similar - words on the two countries’ coexistence as they attended a meeting of the Association of Southeast Asian Nations in Vietnam, where they eventually met on the sidelines.

India’s prime minister Manmohan Singh first said that “the world has enough space” for both China and India to compete economically. Then on Friday, the Chinese premier Wen Jiabao said: “There is enough space in the world for India and China to achieve common development … to have cooperation.”

But don’t take that to mean all is well. India is clearly taking a more strident approach in its engagement with China. The countries’ disputed 3,500km border is still a persistent source of tension. And that’s one reason why India is bolstering its military capabilities by turning increasingly to US defence products - including a possible $11bn deal to buy 126 fighter jets to rearm its out-of-date air force.

Against the background of that uneasy relationship, the FT reported earlier this year that a group of Chinese mobile handset makers were considering setting up manufacturing facilities in India in an effort to gain political capital in their most important export market.

In public, business people like to pretend they operate in a realm free of geopolitics (not least because it helps them dodge tricky questions). But in China and India they will have to adapt to the reality of tensions between Asia’s two powers - and hope that in a small way they can reduce them by expanding business ties.

 

http://www.ftchinese.com/story/001035291/en

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