Sous le titre " Effet boomerang ", Le Monde.fr de ce jour (12 février 2014) se fait l'écho d'un article paru sur Spiegel Online International :
" Douze ans après la ruée vers les BRICS, les capitaux recommencent à abonder vers l'Occident. Der Spiegel explique pourquoi le déclin de l'Europe et des Etats-Unis n'était qu'une illusion, et pourquoi ce récent retournement de situation est dangereux pour les pays du Sud concernés. "
L'article du Spiegel s'ouvre comme suit :
" Until recently, investors viewed China, Brazil and India as a sure thing. Lately, though, their economies have shown signs of weakness and money has begun flowing back to the West. Worries are mounting the BRICS dream is fading. "
Et sa conclusion mérite d'être citée intégralement, car ce qu'elle évoque n'est rien moins qu'une perspective de remise en cause d'une large part du dogme ultralibéral :
" O'Neill, for his part, has embarked on a new path. The man who once managed some $800 billion for Goldman Sachs quit his job at the investment bank last April. He took some time off, began filming country profiles for the BBC and is now promoting investment in countries like Mexico and Nigeria. Now 56, O'Neill told SPIEGEL that he always felt like "an outsider in my industry." He has found a new issue to focus on in his films: Social justice.
O'Neill believes that the global economy finds itself at something of a divide. It is not so much one that runs between industrialized countries and the developing world so much as between the global rich and poor. He speaks of the headlines made by the pope and by New York's new mayor with their speeches focusing on income inequality and growing societal splits. He believes that we could be in the early stages of a redistribution of wealth, one which places less emphasis on capital and more on climbing incomes among the lower classes, propelled by taxes or minimum wage laws.
And, he adds, "we as investors" clearly have to take such developments into account. But also as human beings. "
Et cela nous vient de " O'Neill, celebrated by Businessweek as a "rock star" in the industry, looked for years like a vastly successful prophet. "
L'homme qui, voici une douzaine d'années, s'engouffrait dans la spéculation sur les économies émergentes, redécouvre les vertus des " good old countries ", de la réduction des inégalités, de la justice sociale et du respect de l'être humain.
Bonne recrue !