>From Jim Devine...

>One way the Chinese government might help raise pay would be to
>increase the value of the renminbi, said Nicholas Lardy, who studies
>the Chinese economy as a senior fellow at the Peterson Institute for
>International Economics in Washington.

>[it's interesting how this article's prescription fits so well with
>the US policy elite's goals of raising the renminbi.]

I might add that I was Lardy's host here in lieu of my Director who was in
Asia then!  I have to say his lecture was very well attended by students and
businesses.

But what I don't understand, how does raising the renminby raise Chinese
wages in renminby.

Cheers, Anthony



On Wed, Jan 20, 2010 at 6:22 PM, Jim Devine <[email protected]> wrote:

> The New York Times / January 20, 2010
>
> Letter from China
> China Could Learn From Henry Ford
> By MICHAEL FORSYTHE
>
> BEIJING — “Little” Xie says he wants to own one of the vehicles he
> helps build at the Ford assembly plant in the Yangtze River city of
> Chongqing. With his mortgage payment taking about 60 percent of his
> 2,000 renminbi monthly pay, that won’t happen soon.
>
> “It isn’t even worth talking about company incentives to help buy a
> car, since I can’t afford one in the first place,” said Xie, 28, a
> six-year Ford employee, as he approached the factory gates for his
> night shift. Xie, whose nickname comes from his youthful age, asked
> that his full name not be used.
>
> Higher wages for people like Xie would help resolve China’s biggest
> economic challenge: shifting away from growth fueled by exports and
> investment and moving toward an economy driven more by domestic
> consumers. China’s Communist leaders might learn a lesson about how to
> create a more prosperous working class from the American industrialist
> Henry Ford.
>
> The founder of the auto manufacturer that bears his name generated
> headlines around the world in January 1914 by doubling the average
> autoworker’s pay to $5 a day. The move made Ford’s Model T more
> affordable, created a more stable work force and helped stoke the
> growth of the U.S. middle class, according to Bob Kreipke, the
> historian for the company, based in Dearborn, Michigan.
>
> “This allowed people to increase their buying power and, at the same
> time, they produced a better product,” Mr. Kreipke said.
>
> [but that was not Ford's purpose. Rather, he wanted to reduce
> turnover. If his goal had been to raise workers' purchasing power, he
> would have supported unionization.]
>
> Low wages in the world’s third-largest economy are slowing the rise of
> a consumer culture that Premier Wen Jiabao and President Hu Jintao
> have said China needs to maintain expansion at the 8 percent a year
> that will generate jobs for its 1.3 billion people. The current growth
> pattern is “unsustainable,” Mr. Wen said Dec. 27.
>
> That hasn’t stopped China’s auto industry from booming, with sales
> last year of 13.6 million vehicles, eclipsing the United States as the
> world’s top market for the first time, according to figures from the
> China Association of Automobile Manufacturers in Beijing. The surge in
> purchases was driven partly by government subsidies to help farmers
> buy vehicles.
>
> Encouraging higher pay might help sustain the boom and bolster
> consumption, which currently accounts for about 35 percent of China’s
> gross domestic product, compared with 70 percent in the United States.
> It would also help ease income gaps between the rich and poor, which
> are greater than those in South Korea and Taiwan at similar stages of
> development and have led to riots and other labor unrest.
>
> Ford’s $5 daily pay allowed an employee to buy a Model T that cost
> $440 with the equivalent of about four months of wages. [of course,
> they could have bought other things instead, which is why Ford wasn't
> raising wages to sell cars.] Chinese factory workers averaged 24,192
> renminbi, or $3,544, a year in 2008, according to figures from the
> National Bureau of Statistics in Beijing, so it would take more than
> three years of wages for them to afford the cheapest car advertised on
> the company’s Chinese-language Web site: a four-door hatchback with a
> 1.3 liter engine listed for 78,900 renminbi.
>
> [do we really want China to engage in "automobilization," with all of
> the negative effects on the environment?]
>
> While the auto company declined to comment on worker pay, Ellen
> Hughes-Cromwick, Ford’s chief economist, said Ford was projecting
> growth 10 years into the future for the countries where it operates,
> and it saw China’s economy in a period of expansion characterized by
> rapid rises in employee compensation similar to South Korea’s economy
> starting in the 1960s.
>
> “We are at a situation where wages are moving up and doubling in a
> very short period of time,” Ms. Hughes-Cromwick said in a telephone
> interview from Dearborn. “We do expect takeoff to generate pretty
> substantial wage gains.”
>
> One way the Chinese government might help raise pay would be to
> increase the value of the renminbi, said Nicholas Lardy, who studies
> the Chinese economy as a senior fellow at the Peterson Institute for
> International Economics in Washington.
>
> [it's interesting how this article's prescription fits so well with
> the US policy elite's goals of raising the renminbi.]
>
> U.S. and European officials have said that China keeps the renminbi
> artificially low to improve sales in foreign markets. An undervalued
> currency encourages manufactured exports at the expense of developing
> the more labor-intensive service sector, depressing job growth and
> keeping wages low, Mr. Lardy said.
>
> “Appreciation would lead to more rapid growth in the demand for labor
> and thus to more employment growth and more wage growth,” he said.
>
> China should also spend more on education for peasants and migrants to
> raise their skill levels and employment prospects, said Xiao Geng,
> director of the Brookings-Tsinghua Center for Public Policy in
> Beijing.
>
> Henry Ford employed some of the millions of East European immigrants
> who poured into the United States a century ago, as well as migrants
> from the South and Midwest lured by high wages. China’s leaders must
> deal with hundreds of millions of rural laborers coming to cities, who
> put downward pressure on salaries.
>
> “Unskilled workers are condemned for generations to low wages,” Mr. Xiao
> said.
>
> Even a skilled worker like Gong — who also asked that his full name
> not be used — said he makes only 6 renminbi an hour as a welder at
> Ford’s Chongqing plant, 9 renminbi an hour for overtime. “I have a
> dream of someday buying a car,” said Gong, 29, as he walked home in
> the rain after a 10-hour shift. “I guess it will take six years of
> saving.”
>
> Bloomberg News
>
> Copyright 2010
> --
> Jim Devine / "Segui il tuo corso, e lascia dir le genti." (Go your own
> way and let people talk.) -- Karl, paraphrasing Dante.
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