俄罗斯与西方国家间的金融制裁博弈:策略、效果与启示
朱海华 1高思宇1
作者信息
摘要
乌克兰危机升级后金融制裁与反制裁成为俄罗斯与西方国家较量的重要战场.参与对俄制裁的各方协同紧密,以推动俄罗斯债务违约、卢布贬值和形成国际贸易的技术壁垒为主要策略.俄罗斯反制裁的主要策略包括:规制与激励并重以快速稳定国内股票及资本市场;推动卢布锚定天然气和黄金等硬通货以稳定汇率市场;强化俄罗斯与西方资本的利益联结以推高制裁成本;借助伙伴关系规避金融壁垒以拓展国际贸易;推动经济体系"去美元化"以降低整体风险.短期来看,俄罗斯抵抗住了金融制裁的冲击,但长期风险仍较高.西方国家也被制裁反噬,导致全球经济衰退加速、"逆全球化"形势加剧.中国应加快经济内循环建设,并以政策储备、国际市场刚性需求、多边合作和底线思维拓展反制裁空间.
Abstract
Forming an intimate group,the countries involved in the financial sanctions against Russia have implemented a strategy to cause Russia's debt default,Ruble depreciation and technology barrier against Russia's international trade.Long-term risks for Russia remain high though it successfully resisted the impact of the financial sanctions in the short-run.Meanwhile,Russia's counter-sanctions intensified global recession and de-globalization.It is advisable for China to boost the building of its internal circulation and expand the margin for counter-sanctions by policy reserves,rigid demand of international markets,multilateral cooperation,and bottom-line thinking.
关键词
俄罗斯/金融制裁/反制裁/乌克兰危机/制裁博弈Key words
Russia/financial sanctions/counter-sanctions/the Ukraine crisis/sanctions game引用本文复制引用
基金项目
四川大学专职博士后研发基金项目(skbsh2021-04)
出版年
2024