Mike O'Sullivan: The end of globalization (and the beginning of something new) | TED
781,775 views ・ 2021-01-12
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審譯者: Shelley Tsang 曾雯海
我們現正處於全球化的末期。
大家將全球化視為理所當然,
當它邁入歷史後,
我們會懷念它。
00:12
We are at the end of globalization.
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第二波全球化發生在
1990 年代初,
00:16
We've taken globalization for granted,
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創造了極大的經濟利益。
00:19
and as it drifts into history,
we're going to miss it.
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數十億的人口脫離了貧困。
00:22
The second wave of globalization
began in the early '90s,
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更令人印象深刻的是,
越南、孟加拉等國的人均財富
00:25
and it delivered a great deal.
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00:27
Billions of people rose out of poverty.
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比二十年前多了六倍。
00:31
More impressively, wealth per adult
in countries like Vietnam and Bangladesh
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民主政體總數上升,
而智利、馬來西亞、愛沙尼亞等
眾多文化迥異的國家,
00:36
increased by over six times
in the last 20 years.
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都實施自由、公正的選舉制度。
00:39
The number of democracies rose,
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女性地位在世界許多地方也提升了,
00:41
and countries as diverse
as Chile, Malaysia, Estonia,
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像是西班牙等國的工資平等,
00:46
held free and fair elections.
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沙烏地阿拉伯等國女性開始受教育。
00:48
The role of women improved
in many parts of the world,
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經濟方面,供應鏈遍佈全球,
00:52
if you look at wage equality
in countries like Spain,
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00:55
or access to education
in countries like Saudi Arabia.
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一部汽車在成品出廠前,
各部分的零件早在
多個國家穿梭進出。
00:59
Economically, supply chains
spread like webs around the world,
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全球化同時也改變了
我們的生活模式。
01:03
with car parts criss-crossing borders
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它改變了我們的飲食習慣。
01:06
before the final product came into place.
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它改變了我們溝通、
取得資訊、娛樂的方式,
01:09
And globalization has also changed
the way we live now.
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以及我們旅遊、工作的方式。
然而此刻,全球化正瀕臨死亡邊緣。
01:13
It's changed our diets.
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01:15
It's changed how we communicate,
how we consume news and entertainment,
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全球化的成功現已走到了盡頭:
01:19
how we travel and how we work.
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不平等及屢創新高的負債程度──
01:21
But now, globalization is on its deathbed.
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例如各國政府債務占 GDP 的比例
01:24
It's run into the limitations
of its own success:
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是拿破崙戰爭後 200 年來所未見——
01:28
inequality and new,
record levels of indebtedness --
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01:31
for example, world debt-to-GDP
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顯示出全球化的優勢
01:34
is now pushing levels not seen
since the Napoleonic Wars 200 years ago --
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走上錯誤的方向。
全球金融危機正是管理不當的結果,
01:39
show us that the advantages
of globalization
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但是做決策者只是嘗試亡羊補牢,
01:43
have been misdirected.
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01:45
The Global Financial Crisis
was the result of this mismanagement,
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而非徹底解決這個當代的問題。
01:49
and since then policymakers
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現在一些高度全球化的國家,
例如愛爾蘭與荷蘭,
01:52
have done little but contain,
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成功改善所得不平等的問題,
01:54
rather than solve,
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01:55
the problems of our age.
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平均分配全球化所帶來的經濟利益,
01:58
Now, some highly globalized countries
such as Ireland and the Netherlands,
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方法是提高稅率與社會福利制度。
02:01
have managed to improve
income inequality in their countries
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其他國家就沒有那麼好了。
02:05
by better distributing
the bounties of globalization
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俄羅斯和美國,尤其是美國,
02:09
through higher taxes
and social welfare programs.
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貧富差距相當嚴重,
02:12
Other countries have not been as good.
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甚至糟過羅馬帝國時期。
02:14
Russia and, especially, the United States,
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02:17
have extreme levels of wealth inequality,
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這點讓很多人相信
全球化對他們不利,
02:21
more extreme even than during
the time of the Roman Empire.
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而且全球化所帶來的經濟利益
集中在少數人身上。
02:25
And this has convinced many people
that globalization is against them,
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時間來到 2020 年,
全球受到疫情威脅,
02:30
and that the bounties of globalization
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疫情動搖了社會基礎,
02:32
have not been shared with the many.
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也進一步讓我們發現
全球化後的世界秩序何等脆弱。
02:35
And now, in 2020,
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02:37
we're confronted by the pandemic,
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02:39
which has shaken the ground under us
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過去每當發生國際危機,
02:41
and further exposed the frailties
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無論是經濟還是地緣政治的問題,
02:45
of the globalized world order.
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最終會有一群人抱著
拯救世界的心態出面解決。
02:47
In past international crises,
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02:50
most of them economic or geopolitical,
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各國領袖和先進國家一起合作。
02:53
there has usually ultimately been a sense
of a committee to save the world.
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但這次很特別,
完全沒看到類似的合作。
在貿易戰的背景下,
02:59
Leaders and leading nations
would come together.
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有些國家,像是美國,
還出高價收購口罩。
03:02
But this time, uniquely,
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疫苗的研發遭駭客入侵,
03:04
there has been no such collaboration.
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03:07
Against a backdrop of trade wars,
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面對疫情這個共有的敵人,
03:08
some countries like the US
have outbid others for masks.
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各國卻始終無法達成共識。
03:12
There's been hacking of vaccine programs,
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目前看來,想要一個世界流通的疫苗
03:16
and a common enemy, the pandemic,
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還是全球合作的復甦計畫都是徒勞。
03:19
has not been met with a common response.
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我們正處於一個年代的末期,
03:23
So any hope that we might
have a world vaccine
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這個年代始於共產主義的崩塌,
03:26
or a world recovery program is in vain.
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開啟了世界貿易、
03:30
So now we're at the end
of an era in history,
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帶來金融與人口的流動
與思想的交流,
03:34
an era that began
with the fall of communism,
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現在這一切,
03:36
that set in train the flow of trade,
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隨著香港失去民主自由等事件
終於到了盡頭。
03:40
of finance, of people
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03:42
and of ideas,
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問題是,接下來會怎樣?
03:44
and that now comes to an end
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03:46
with events like the shutting down
of democracy in Hong Kong.
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如果即將過去的這個年代
是一個緊密連結的世界──
03:52
The question now is, what's next?
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大家基於經濟目標或地理位置,
縮短距離,互相合作;
03:55
Well, if the era we're leaving
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03:56
was characterized by a connected world
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新的世界秩序
則是彼此競爭,
各自依循不同的做事方法,
04:00
trying to shrink and come together
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04:03
on the basis of economic goals
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04:05
and geography,
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最終則因價值觀產生合作。
04:06
the new world order
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04:08
will be defined by rival, distinct
and different ways of doing things,
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這個新的世界秩序
其實早已開始進行。
「失衡」兩字或許更能形容
04:13
and ultimately collaboration
based on values,
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過去這段時間的狀態。
不過要更貼切的話,
04:17
and this new world order
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04:18
is very much a work in progress.
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想像大片冰層四分五裂,
04:21
"Disorder" might be a better word,
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有些漂離原地,
04:23
and it has been for some time.
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有些一段時間後重新塑形。
04:25
But think appropriately
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網路世界就有點像這樣。
04:27
of great sheets of ice breaking apart,
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過去,它是全球化的。
04:30
some drifting away
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谷歌在中國曾有 30% 的市佔率,
04:31
and others later reforming.
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04:34
And the internet is a bit like this.
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但現在趨近於零。
04:36
It used to be global.
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世界上一些主要地區
04:38
Google used to have 30 percent
of the market share in China,
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對網路的看法
越來越以價值觀為基礎。
04:43
and now it has close to zero percent.
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美國重視科技創新和經濟價值。
04:46
And the big regions of the world
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04:48
increasingly look at the internet
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04:50
from a values-based point of view.
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中國則是採取政治觀點,
所以將網路封鎖,
04:54
America values tech innovation
and its financial rewards.
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與此同時,中國有龐大的電商經濟,
04:58
China takes a political view
of the internet
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遠遠超過其他國家。
05:02
and cordons it off,
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05:04
and at the same time China
has this incredible e-commerce economy
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至於歐洲,
在歐洲講到網路,
05:08
that no other country
has come close to matching.
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就跳脫不開資料和隱私。
這個例子說明了:
05:13
And then there's Europe,
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05:14
and in Europe a conversation
about the internet
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同一個問題,
卻有三種截然不同的觀點。
05:16
is effectively a conversation
about data and privacy.
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這顯現了不同的意識型態
05:21
So there you have it:
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05:23
one common problem,
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會產生不同的處理方式。
05:24
and three increasingly different,
competing views.
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那合作關係的建立呢?
05:28
This shows us that rival ideologies
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我想以三個小國的例子說明:
05:31
will drive very distinct
ways of doing things.
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05:34
But what about collaboration
and cooperation?
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蘇格蘭、冰島和紐西蘭。
幾年前,
05:38
Well, I'm going to start with the example
of three small countries:
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他們組成「幸福經濟政府聯盟」,
目標在於促進生態、人民福祉
05:43
Scotland, Iceland and New Zealand.
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05:45
And a couple of years ago,
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以及經濟成長。
05:47
they signed up to the
Wellbeing Economy Governments,
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事實上,
這些國家早已開始探討幸福預算、
05:51
whose aim is to foster
ecological and human well-being
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05:54
as well as economic growth.
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以幸福為導向的觀光業、
05:57
Practically speaking,
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如何在幸福的框架下
對抗新冠狀病毒。
05:58
these countries are already discussing
things like well-being budgeting,
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這三個國家之間的地理位置、
06:04
well-being-led tourism,
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06:05
and using the well-being framework
in the fight against COVID.
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文化背景都大大不同,
但他們卻能聯合起來
因著同樣的價值觀,
06:09
Now, these three countries
are about as geographically distant
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達成一個共識,
06:13
and diverse as you can get,
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那就是政府政策包含許多面向,
06:15
but they've come together
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而不只是 GDP 而已。
06:17
on the basis of a shared value,
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同樣地在未來,
06:19
which is a common understanding
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一些其他的小國和城國──
06:21
that there is more to government policy
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新加坡、瑞士、
阿拉伯聯合大公國──
06:25
than merely GDP.
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也會發現彼此的理念
比周邊的大國更加相近。
06:27
Similarly, in the future,
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06:28
other small countries and city-states --
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06:31
Singapore, Switzerland,
the United Arab Emirates --
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這幾個都是全球金融中心,
也都注重策略性規劃,
06:35
will find that they have more
in common with each other
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同屬地緣政治中的小國,
06:38
than with their larger neighbors.
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因此合作得會更緊密。
06:40
They're all global financial centers.
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06:42
They all invest in strategic planning.
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另外還有一個很好的例子
可以說明價值觀而非地緣政治
06:45
And they are all geopolitical micropowers
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將更能形塑命運和同盟,就是歐洲。
06:48
and will collaborate more as a result.
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06:51
Another good example
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在全球化的過程中
06:53
of how values, rather than geography,
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歐盟有逐漸向東擴張的現象。
06:56
will increasingly shape destinies
and alliances is Europe.
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07:00
During the period of globalization,
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從 2004 年至今,
歐盟新增了 13 個成員國,
07:03
one of the key phenomena
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其中經歷了歐元危機、
07:05
was the eastward expansion
of the European Union.
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07:09
From 2004, it added 13 new members,
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俄羅斯持續施壓、
英國脫歐的創傷等等。
07:13
despite the near existential
crisis of the euro,
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就像任何成長過快的公司,
07:17
constant pressure from Russia,
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歐盟需要放慢腳步
07:19
and of course the trauma of Brexit.
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思考未來的目標走向,
自問整體價值觀是否還在正軌上。
07:22
And, like a company
that has grown too fast,
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07:25
Europe needs to stop
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這一切都剛剛開始,
07:27
and think about where it's going
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雖然進程緩慢。
歐盟領導人大談歐洲價值,
07:29
and ask whether its values
can steer it in the right direction.
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但坦率地說,許多歐洲人──
07:33
And this is beginning to happen,
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不管是德國、希臘、
拉脫維亞、西班牙人,
07:35
albeit slowly.
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07:37
European leaders talk a lot
about European values,
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還是不清楚歐盟共享的價值觀
07:39
but frankly most Europeans,
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07:43
be they German, Greek,
Latvian or Spaniards,
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指的是什麼。
因此,歐洲的政治人物必須
07:47
really don't know or have a clear idea
what those shared common values
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先弄清楚所有人共享的價值觀,
07:52
are supposed to be.
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再以清楚、具體的方式去溝通,
07:53
So European politicians
need to do a very good job
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讓歐洲人擁有同樣的體認。
07:56
of asking them how they feel
about these common values
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當然,社群媒體是個重要的工具
08:00
and then communicating
the answers back to them
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當歐洲邁向以價值導向為主的聯盟
08:03
in a clear and tangible way.
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08:05
And of course social media
is a very important tool to deploy here.
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而非地域導向,
聯盟的邊界和它所抱持的價值觀
08:10
And as Europe moves [towards] a union
that's based more on values
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將更被布魯塞爾附近的
緊張氣氛所影響,
08:15
and less on geography,
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08:17
its contours
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像是匈牙利和波蘭
08:19
and those values themselves
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08:21
will increasingly be defined
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正逐漸自行其是,
抵觸歐盟的基本價值,
08:23
by the tension between Brussels
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比方說尊重民主和法治。
08:26
and countries like Hungary and Poland,
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08:29
who are increasingly behaving in ways
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對待女性與 LGBT 群體的方式
08:31
that go against basic values
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也是重要的里程碑。
08:34
such as respect for democracy
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同時,歐洲應該要
08:37
and the rule of law.
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08:38
The treatment of women
and the LGBT community
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給予他們經濟上的支助
08:40
are other important markers here.
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以及政策上的協助
讓歐洲共同遵守的價值觀串聯起來
08:43
And in time Europe will, and should,
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這些國家、東歐國家與
賽普勒斯共和國的經濟
08:47
tie financial aid to these countries
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和俄羅斯、中國之間的經濟相當緊密
08:49
and policy
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08:50
to their adherence
to Europe's shared values.
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未來他們也將面對
08:54
And these countries, and others
in Eastern Europe, and Cyprus,
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08:57
still have close financial ties
to Russia and China.
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選擇歐洲和它的價值
或是他們自身的價值
09:02
And again in time
they will be forced to choose
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中國也是另一個
09:05
between Europe and its values
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擁有相當多價值觀的國家
09:08
and these other countries
and their own distinct values.
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不論是其人民或是整個國家
09:11
Like Europe, China is another big player
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我必須說這地區的價值
09:14
with a very distinct set of values,
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必非和西方一樣
那麼被充分認識。
09:17
or contract between
the people and the state.
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考量到中國的經濟和社會結構改變
09:20
And I have to say that this set of values
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09:22
is not one that is well-understood
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已經30年了
我們應該進行深入探討
09:24
in the West.
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中國的價值觀和其歷史密不可分
09:26
And given China's extraordinary
economic and social transformation
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它可望能重返
09:30
in the last 30 years,
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數百年前
09:32
we should really be more curious.
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09:33
China's values are rooted
deep in its history,
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它在經濟上享有的主導地位。
的確,習近平早在川普當選前
09:37
in a desire to regain the place
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09:39
it once enjoyed hundreds of years ago
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就喊過和「讓美國再次偉大」
09:42
when its economy was the dominant one.
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相似的口號。
09:45
Indeed, Xi Jinping talked
of the China Dream
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從外部看,中國的制度
09:48
well before Donald Trump was elected
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是建立在人民犧牲其自由
09:51
with the catchphrase
"Make America Great Again."
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09:55
And China's system,
viewed from the outside,
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換取國家的秩序、繁榮
09:58
is based around a contract or a bargain
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與民族威信。
這使領導者能充分掌握國家,
10:01
where people will sacrifice their liberty
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這也是歐洲人、美國人覺得奇怪的地方。
10:04
in return for order, prosperity
and national prestige.
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然而,這個體制在中國實施的相當好。
10:09
It's one where the state
is very much in control,
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10:12
which is something that most Europeans
and Americans would find alien.
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但它所要面對的危機
就是長期的高失業率
10:16
It's also a system that has worked
very well for China.
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可能會使人民破壞
與政府簽訂的協約。
10:21
But the biggest risk it faces
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對其他國家,
10:23
is a period of high
and prolonged unemployment
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中國是相當有吸引力的合夥人。
它可以提供資金和專業的技術。
10:26
that will break this contract
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10:28
between the state and the people.
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比方說巴基斯坦和斯里蘭卡,
10:30
And for other countries,
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他們倆個都是一帶一路的參與國。
10:32
China can be an attractive partner.
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10:34
It can provide capital and know-how.
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但是這樣的合作是有代價的;
10:36
I'm thinking for example
of Pakistan and Sri Lanka,
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他們看重中國華為的科技技術
10:39
two members of the Belt and Road program.
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雖然是具有爭議性的技術。
中國的投資者擁有他們的股份
10:43
But this partnership comes at a price;
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因此,控制者主要基礎設施
10:45
they're beholden to Chinese technologies
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比方說斯里蘭卡的主要港口。
10:48
such as the controversial Huawei.
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10:50
Chinese investors own their debt,
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我發現當我們在討論全球化、
10:53
and as a result control key infrastructure
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全球化末期和新世界秩序時,
我們花太多時間討論美國、歐洲和中國
10:56
such as the main port in Sri Lanka.
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10:59
Now I find that when
we talk about globalization,
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11:01
the end of globalization
and the new world order,
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卻沒有討論到經濟
11:04
we spend far too much time
discussing America, Europe and China,
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正快速上升的國家,
如衣索比亞、尼日利亞、印度尼西亞、
孟加拉、墨西哥和巴西。
11:10
and not enough time
on the many exciting things
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11:13
happening in fast-growing economies,
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而這些國家
未來所面對的問題
11:15
from Ethiopia, Nigeria, to Indonesia,
Bangladesh, Mexico and Brazil.
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會是要遵循哪個價值、
要和誰結盟。
11:22
And in the new world order,
the question for these countries
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而且,上述諸國在全球化時期
都習慣遵守
11:26
is what model to follow
and what alliances to build.
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國際貨幣經濟組織的指令。
11:30
And many of them during
the period of globalization
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11:34
had become used to being told what to do
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而這樣的時代已經快結束了,
對這些國家而言
11:37
by the likes of the IMF,
the International Monetary Fund.
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他們將在不太統一、
價值取向的世界中
11:42
But the age of condescension is now over,
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獲得更多選擇
11:45
so the tangible opportunity
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11:47
in a less uniform,
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並有機會將其修正。
11:48
more value-driven world
for these countries
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舉例來說,白俄羅斯和黎巴該
11:51
is that they have much greater choice
in the path to follow,
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跟隨愛爾蘭還是杜拜呢
11:55
and arguably greater pressure
to get it right.
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奈及利亞需要再遵守
11:58
So should, for example,
Belarus and Lebanon
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與英聯邦國家相同的價值觀
12:00
follow the Irish model or that of Dubai?
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或是與和它相似的中國
12:04
Does Nigeria still think
it has shared values
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因為他們都有急速上升的人口
衣索比亞的賽赫勒.沃克.澤德總統
12:07
with the Commonwealth countries,
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12:09
or will it ally itself
and its fast-growing population
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作為非洲少數的女性領導人,
12:12
to China and its model?
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12:14
And then think of one of the few
female leaders in Africa,
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她是否會被
紐西蘭的傑辛達.阿登
12:19
President Sahle-Work Zewde of Ethiopia,
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或是蘇格蘭的尼古拉.斯特金所影響
她又要如何將這些典範
12:22
and whether she might be inspired
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12:24
by the work of Jacinda Ardern
in New Zealand
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帶到衣索比亞呢?
12:27
or Nicola Sturgeon in Scotland,
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當然,在新的世界秩序中
12:30
and tangibly how she
can transfer their example
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肯亞和印度尼西亞
可能決定遵從自身的價值觀
12:34
to policy in Ethiopia.
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12:36
Of course, it may be that
in this new world order,
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因而打造自身價值觀
12:38
countries like Kenya and Indonesia
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和自己的經濟基礎建設
如此一來,他們在未來
12:42
decide to go their own way
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12:44
and build out their own value sets
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就比較不會受到中國、美國的介入
12:46
and their own economic infrastructure,
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12:48
and in this way the arrangements
and the institutions of the future
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而是突尼斯和柬埔寨的介入
12:54
will be crafted much less
in Washington and Beijing,
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比較如何透過科技處理貪腐問題
如何建立教育、健保系統
12:58
but really by countries
like Tunisia and Cambodia,
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給迅速成長的人口
13:02
comparing notes on how
to battle corruption through technology,
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如何讓世界
聽到他們的聲音
13:06
how to build education
and health care systems
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隨著全球化結束
混亂似乎被控制了
13:09
for burgeoning populations,
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13:11
and how to make their voice heard
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這些國家的青年人口
13:13
on the world stage.
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13:14
So as globalization ends
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和他們建立的新社會價值觀
13:17
and chaos seems to reign,
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將會是新世界秩序的
13:20
these countries, their young populations
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未來和希望。
13:23
and the scope they have
to build new societies
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謝謝。
13:27
are the future
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13:29
and the promise of the new world order.
267
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13:32
Thank you.
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