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Archive for February, 2017

新加坡经济前景的不确定性 和 Stakeholders 之间的不同期望


By:  路边观察

以下为当地新闻与网络评论摘录。

特朗普政府施政宣言的三大主线


以下摘录自网络新闻。

新加坡未来经济与产业转型的一则寓言


By:  旁观者

Feb 23, 2017 

以下为网上评论摘录。

有感而发: 

欧盟的一大部分成员国走到今天这一步,实与”集体决心”(政治,精英集团,社会共识)有密切的关系。而欧盟的最终解体与重塑也是必然的历史进程。

Singapore 2017 Fiscal Budget ~ A Balanced Plan For The Time Being 


By:  Simple Minded 

Feb 20, 2017 

Key observation:  The Great, Good & Not So Good

1. Global Innovation Alliance (GIA) 环球创新联盟。 But will this concept really work?  Nobody would share their key development ideas and new discoveries with others, this is the fact. Ask yourself frankly, when did Microsoft, Apple, Tasla, Facebook, Google, and many other innovation undertakings share their new discoveries, methods/skills and insights with outsiders in the process?  A good idea (ie. GIA) but also a flaw concept from the start. Historically all great stuff (especially with great economic/commercial benefits type of innovations) come from COMPETITION. Internal alliances (mixed sectors) are more viable than cross-country/society alliances in innovation; the environment and intense competition make it very different from those international laboratory works or International Space Station (ISS) exploration. 

And, innovation outcome is NOT just simply based on a set of (new) skills that can be transferred to achieve it. (Otherwise, the world would be full of Steve Jobs, Bill Gates etc. etc.) 

2. SME transformation and upscale.  Have to push  but the budget plan did not mention about the most important factor for them (SMEs) ~ where’s the targeted market expansion? The SMEs continue to operate within a small domestic market plus the neighboring countries with limitations. Very very few could really expand overseas in a big way. The question: How to make the cake larger?

3. Investment on education and industrial skill training.  A must do task but it is a huge challenge becos the local job market (60% coming from the SMEs) is no longer able to continue expand in area of ‘aspiring job positions’   for younger graduates and also  professional upgrades; and costs will remain a major concern for SMEs due to inability to expand into new or larger overseas markets. It is an inward loop.

4. Digital society, economy & opportunities.  Very good as this is the trend but, it is more of a long term vision than an economic solution for now. It also highly depends on the pace of neighboring economies to be of motivation for SMEs to strive to link up with and expand into larger markets. 

5. Inclusive society. This is very good. Lots of subsidies for families and social support schemes.

6. Finally and probably most important for this few years, is to bring forward many (govt) infrastructure developments  for (saving) the construction and goods & services/supply industries.  Otherwise, more SMEs may fail and resulting in more retrenchments. 

Overall, the 2017 Fiscal Budget is a balanced plan for all for the time being, though many from the industries might not be overly excited yet. Things will get clearer towards end of the year and probably follow-up economic policy details may be disclosed. 

谁有精神病?!不是特朗普


以下为网络媒体信息摘录。

针对新加坡’未来经济委员会建议书’ 的一篇精简评论


以下为网上短篇加报章媒体摘录。

刊在海峡时报的正文: 

中小企业为新加坡”未来经济”之本


By: 观察员

Feb 12, 2017 

以下为网上评论文章摘录与新闻报道。

观察员评语:

从未来经济委员会报告书的广泛性建议来看,可以看出两个主要因素的影响,

1. 由于2016年发生多项不可预知的重大事件(特郎普当选,TPP被废,英国脱欧,中国对亚太加强影响),使到新加坡的未来经济发展规划完全失去重心; 因此只能提出很广泛性的报告书。毫无执行框架可言。

2. 另一个影响报告书取向的是,到现在为止还没有理出一套比较完整或针对性的产业转型/提升/创新蓝图(blueprint)。这项十分重要的议程只能在接下来的两三年内(?)理清。即使有了转型蓝图,还必须得到产业界的全力支持才能产生动力。

总结,根据以上两个因素,委员会也只能提出广泛性的建议,走—步看一步了( stay open and grasp new opportunities)。

新加坡联合早报社论针对未来经济发展的评论视角


By:  Observer 

Feb 11, 2017 

以下为相关评论的网页摘录。

旁观者总结:  

从战略层面考虑,视角几乎是决定性因素。无论纸上谈兵多么的仔细,若不是从正确的视角去审视问题,必然会有盲点; 最后在执行上将会遭遇极大困境。

新加坡未来经济发展的关键 ~ 大局观


Feb 10, 2017 

 新加坡将如何形成其未来经济发展的大局观,而避免落入一个分散式的机会成本主义经济思维;以下评论具針对性。

以下专文转载自微博。

新加坡的大局观。

昨天公布的新加坡未来经济发展的七项“策略”报告书📖,呈现了新加坡另一次的宏观经济战略。

与以往不同的是,

1. 这一次的经济发展策略似乎属于“初步探索”性质多于具体的规划。

2. 所建议中的七项策略,只有其中三项(深度技能,数码产业和企业转型蓝图)具有战略价值和布局,其他的基本上算不上是策略,因为都早巳经是老生常谈的全球化常识了。

3. 根据媒体报道,委员会对此报告书的总结是“务必保持开放心态,尽量的争取机会”。这种表达方式乃是,走一步看一步的机会主义。不过话又说回来,这十年的全球局势动蕩不已,加上美国失去对全球战略领导的兴趣和能力,小国和弱国是无法影响任何政治与经济走向的。所以,“观望而后动”的策略是常态。

现在新加坡只能是全力以赴,尽量制造机会再加以深入发展,集中资源与产业投资所逐渐形成一个以 “软件创新加物联网服务” 链结的经济大平台。这才是未来经济发展的大局观和重点项目。

解读特朗普 ~ 先从他“排放污水” Drain The Swamp 开始。。。


Feb 5, 2017 

By:  洞察春秋

以下为网络评论摘录。

总结:

在特朗普看来,他若不“放尽污水”,就无法在满是污水的环境中好好的完成他任内的美国优先政策。因此,他一上台就迫不及待的大刀阔斧进行这项“排放污水”作业。

除了以上评论中所提的,到底这“污水”还要处理多久之外,另一个关键问题是: 整个过程能否达到顺利且平衡过渡到他的新政执行平台上?

当年毛泽东的文化大革命也曾是一种“排放污水” (打倒现有一切)的策略,最后却搞到无法收尾的全国大混乱和大失败告终。今天这美国式的“文化大革命”会不会重演滔天大祸,或是展现新气象和新动力? 只能是等待时间来证明。

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