Jin Liqun - Chairman, China International Capital Corporation

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:00:00. > :00:09.Now on the BBC, it's time for HARDtalk.

:00:10. > :00:15.White Welcome to HARDtalk from Beijing. Since the financial

:00:16. > :00:23.meltdown of 2008, China has been the key hive of global economic growth.

:00:24. > :00:25.Here in Beijing, it is easy to see how China's brand of capitalism has

:00:26. > :00:35.transformed infrastructure and generated unprecedented wealth.

:00:36. > :00:48.Visit any Beijing mall and you see China is fast becoming a consumer

:00:49. > :00:57.society. This is where those with cash to splash conduct their love

:00:58. > :01:10.affair with luxury. How do you feel about the Chinese economy right now?

:01:11. > :01:14.I think it is growing very fast, and it is very good. I am already

:01:15. > :01:17.45`years`old. When I was young, it was not like this. Beijing was

:01:18. > :01:33.quiet, very traditional, with a small house. For me, it has become

:01:34. > :01:36.very modern. If you have money, you can have anything. Do you feel

:01:37. > :01:43.confident that this growth in Beijing and then China can continue?

:01:44. > :01:47.Yes, I am very confident about that. The gap between the rich and the

:01:48. > :01:50.poor in this country is wider than ever before, and no doubt the

:01:51. > :01:53.biggest winners in this society profit from their access to power.

:01:54. > :01:55.Cronyism and corruption threatened to have a corrosive impact on public

:01:56. > :02:07.perceptions of China's rulers. If you want to have a good job, or a

:02:08. > :02:18.better life, you have to know people. That is my perspective. You

:02:19. > :02:21.have to know people to help you to get that, or you work really,

:02:22. > :02:24.really, really hard. Like, you have no life yourself, and then maybe you

:02:25. > :02:30.can get a better position, if you're lucky. So you definitely need

:02:31. > :02:35.connections. It is a human network here. It all depends on who you

:02:36. > :02:38.know. And a lot of that is to do with the party, and also the people

:02:39. > :02:46.around the party who have the money? Yes, absolutely. It is all about the

:02:47. > :02:50.game power, the money. So if you have money, you can have some power.

:02:51. > :02:53.If you have some power, you can have a lot of money. Ultimately, China's

:02:54. > :02:55.stability and the supremacy of the Communist Party depends on the

:02:56. > :02:58.soundness of the economic foundations here. Right now,

:02:59. > :03:07.confidence is giving way to insecurity.

:03:08. > :03:14.At the heart of it is a fear of a debt`driven property bubble. If that

:03:15. > :03:19.debt turns toxic, than the whole world economy will feel the impact.

:03:20. > :03:25.My guest today is leading Chinese financier Jin Liqun. How worried

:03:26. > :03:43.should we all be about the Chinese economy?

:03:44. > :03:46.From his 38th floor executive suite, Mr Jin Liqun has a bird's`eye view

:03:47. > :03:57.of Beijing's unstoppable growth. The 30 years ago, it was a suburban

:03:58. > :04:02.area with virtually nothing. If he is worried, he hides it well. Jin

:04:03. > :04:07.Liqun, welcome to HARDtalk. Thank you. China is in a transitional

:04:08. > :04:09.phase. No longer the economy committed to breakneck double`digit

:04:10. > :04:19.growth, looking for a pass to sustainability. But that is not

:04:20. > :04:24.easy, is it? Of course. I would rather say the transition will be

:04:25. > :04:28.tough, formidable, daunting. You can have different kind of adjectives to

:04:29. > :04:39.describe this. It is really tough, after almost two decades of faster

:04:40. > :04:45.growth. We really need to do a restructuring in a serious way. One

:04:46. > :04:49.of the most important global investors, George Soros, has lost

:04:50. > :04:53.faith in China. He says that one of the Chinese growth model has run out

:04:54. > :04:59.of steam. Well, first of all, I would say China is a country which

:05:00. > :05:01.defies prediction. I remember, many years ago, right after the outbreak

:05:02. > :05:04.of the Asian financial crisis, economists had a cover photo, a

:05:05. > :05:12.picture, with a big headline about sick China. It did not happen. Also

:05:13. > :05:14.after the outbreak of this financial crisis, some people predicted

:05:15. > :05:23.China's economy would be losing steam and suffering major setbacks

:05:24. > :05:26.in our growth. This did not happen. This is because the Chinese growth

:05:27. > :05:33.pattern is not something static, it is dynamic. We change, we adapt.

:05:34. > :05:37.Well, you have to change and adapt, because you have some very obvious

:05:38. > :05:40.problems. Right now, I think many people in Beijing are particularly

:05:41. > :05:42.focused on one problem, which comes out of the old economic model, and

:05:43. > :05:44.that is massive industrial pollution, which produces the smog

:05:45. > :06:03.that overhangs this city right now. It is a product of economic growth,

:06:04. > :06:09.which has been dirty. How do you change that? This could have been

:06:10. > :06:11.resolved. As you know, the Chinese government has declared war on

:06:12. > :06:25.pollution, as it declared war on poverty 20 years ago. If you look at

:06:26. > :06:29.the history of Western countries, this smog, this kind of thing, was

:06:30. > :06:32.pretty common. London was a case in point. But this kind of problem was

:06:33. > :06:37.resolved in the course of economic and social development, and we have

:06:38. > :06:40.every confidence we can handle that. Why are you so confident, when the

:06:41. > :06:42.Chinese government set out rules, for example, about closing certain

:06:43. > :06:44.sectors of industry, shutting off traffic and closing schools if

:06:45. > :06:47.pollution reached certain levels, and then when the pollution reached

:06:48. > :06:49.those levels, just weeks ago, those rules were ignored and the public

:06:50. > :07:15.was infuriated? In some cases, yes. That is why it

:07:16. > :07:18.is very tough to keep environmental standards intact. When we move

:07:19. > :07:21.forward in continuing growth, in pushing forward the transition of

:07:22. > :07:27.the economy. Let me tell you you this. I don't think it is realistic

:07:28. > :07:29.to expect every locality, every local government, every institution,

:07:30. > :07:35.to come up to standard at the same time. Violations of the rules would

:07:36. > :07:38.happen, but I'm sure we would toughen up our stance on this issue.

:07:39. > :07:41.Perhaps a less visible way in which there is the concern about the

:07:42. > :07:44.status quo in the economy is, moving away from pollution, an invisible

:07:45. > :07:54.problem, and that is of a rotten core to the system of finance. That

:07:55. > :07:56.is a massive problem of debt in the shadow banking system, as it is

:07:57. > :08:07.called, which again threatens to undermine China's economic

:08:08. > :08:22.stability. Is there a danger of a toxic debt crisis in China today? I

:08:23. > :08:26.don't think so. I think debt level is a big issue. We need to deal with

:08:27. > :08:30.the debt problems in a very serious manner, but I don't think there is

:08:31. > :08:33.an impending debt crisis in China. Let me give you the reason why this

:08:34. > :08:39.is not going to happen. First of all, it is wrong to talk

:08:40. > :08:41.categorically about the debt. Most of the debt incurred by the local

:08:42. > :08:44.governments happened in coastal areas, and those governments are

:08:45. > :08:47.pretty good in dealing with this kind of issue, because these are

:08:48. > :08:52.fast`growing areas, and the government's coffers are pretty

:08:53. > :08:56.strong, so they can handle that. But if you go to to the lower levels of

:08:57. > :09:00.government, the western part of the country, which is not as advanced, I

:09:01. > :09:13.think the debt burden could be a big issue. But only handle that? First

:09:14. > :09:26.of all, it is very important to cope with the new debts. We should not

:09:27. > :09:29.allow it to blow up. But we have to differentiate between the different

:09:30. > :09:34.kind of investments on the basis of this debt. If the project financed

:09:35. > :09:38.by the debt is a good one, allow it to be completed. If there are some

:09:39. > :09:42.projects which are really bad, you can shut them down. If you look at

:09:43. > :09:49.the central government, our budget deficit is very, very low, 2.1%. Way

:09:50. > :09:57.below master treaty, even though we're not part of it. The economy

:09:58. > :10:06.would be going forward, and will be generating new resources to deal

:10:07. > :10:09.with this. So if you notice these kind of factors, the government

:10:10. > :10:12.would keep the economy going, and we would curtail the continued growth

:10:13. > :10:16.of the debt, and we would take a step`by`step approach to deal with

:10:17. > :10:21.the debt. The crisis would not be happening. If it is not handled

:10:22. > :10:24.well, it could be a real crisis. Is it time for the state in this

:10:25. > :10:27.country to radically disengage from the economy, from all of the key

:10:28. > :10:31.economic levers, including the financial system, manufacturing,

:10:32. > :10:47.production? Because right now, the state is in the thick of everything.

:10:48. > :10:50.The word radically may not be the right word. I would say steady

:10:51. > :10:57.progress towards the redefinition of the role of the government and the

:10:58. > :11:01.role of the businesses. I cannot predict what is going to happen 20

:11:02. > :11:04.or 30 years down the road, but I'm pretty sure, as you can see from the

:11:05. > :11:06.decision`making of the central government, the government would

:11:07. > :11:09.keep it at arm's length with these business operations. The government

:11:10. > :11:16.role would be redefined and the market would play a decisive role.

:11:17. > :11:25.All this indicates that government would keep its hands of the

:11:26. > :11:29.operations of the business. Except, people have talked about this sort

:11:30. > :11:32.of change for a long time now in China, and yet, the latest Heritage

:11:33. > :11:34.Foundation Index of Economic Freedom report has China in 130 Seventh

:11:35. > :11:37.Place, and they talk continually over reliance on public investment,

:11:38. > :11:46.the dominance of the party within the economic system, which they say

:11:47. > :11:48.undermines the rule of law. They say the judicial system is highly

:11:49. > :12:02.vulnerable to political influence and corruption. That is the reality

:12:03. > :12:05.today. You know, 30 years ago, if anybody tells you what is going to

:12:06. > :12:08.happen in China, what would have been done, given a particular time

:12:09. > :12:12.frame, probably a lot of people would not believe it. If you look at

:12:13. > :12:24.China today and compare it to the China of 30 years ago, it was such a

:12:25. > :12:30.drastic change. After 30 years of reform, we certainly have

:12:31. > :12:35.accumulated a lot of problems. Corruption is a big issue. How big,

:12:36. > :12:39.in your view? I think it is very hard to quantify. But I would like

:12:40. > :12:47.to say, the government is very, very serious, cracking down on

:12:48. > :12:52.corruption. As you can see, the leadership take it very seriously.

:12:53. > :12:58.And I am very confident we can deal with this problem. But the problem

:12:59. > :13:06.is, the leadership itself is a part of the problem. The Financial Times

:13:07. > :13:08.just last year ran this fascinating analysis of the legislatures in

:13:09. > :13:10.China, the National People's Congress, the consultative people's

:13:11. > :13:13.committees, and there are more billionaires at the top of Chinese

:13:14. > :13:15.politics than in any other country in the world, and this is supposedly

:13:16. > :13:31.a Communist system. What you have here is power and

:13:32. > :13:33.money married together. I would like to say, you have to differentiate

:13:34. > :13:34.between the leadership and individual members in the

:13:35. > :13:43.leadership. You have to differentiate the

:13:44. > :13:51.Chinese Communist Party, the Chinese government, from individuals who

:13:52. > :13:54.serve in this party and government. Now, I agree with you, this

:13:55. > :13:56.corruption is a serious issue and problems has to be dealt with very

:13:57. > :14:03.seriously. But, you see, in the course of

:14:04. > :14:06.development, when we shifted from this economy 30 years ago, under

:14:07. > :14:08.that kind of system there was nothing, virtually nothing for

:14:09. > :14:12.people to lay their hands on and the new system based on a market

:14:13. > :14:15.economy, I think it is not a surprise that you have to look at

:14:16. > :14:54.the determination of the new leadership in cracking corruption.

:14:55. > :14:59.What you have here is power and money married together. I would like

:15:00. > :15:01.to say, you have to differentiate between the leadership and

:15:02. > :15:03.individual members in the leadership. You have to

:15:04. > :15:06.differentiate the Chinese Communist Party, the Chinese government, from

:15:07. > :15:09.individuals who serve in this party and government. Now, I agree with

:15:10. > :15:12.you, this corruption is a serious issue and problems has to be dealt

:15:13. > :15:15.with very seriously. But, you see, in the course of development, when

:15:16. > :15:18.we shifted from this economy 30 years ago, under that kind of system

:15:19. > :15:22.there was nothing, virtually nothing for people to lay their hands on and

:15:23. > :15:25.the new system based on a market economy, I think it is not a

:15:26. > :15:27.surprise that you have to look at the determination of the new

:15:28. > :15:31.leadership in cracking corruption. Well, we will judge them on results,

:15:32. > :15:34.won't we? I think President Xi Jinping developed this phrase, we

:15:35. > :15:37.are going after the tigers as well as the flies within the system.

:15:38. > :15:39.There are tens of thousands of officials who have been disciplined.

:15:40. > :15:42.There are 10,000, apparently, who have been fired from their jobs, but

:15:43. > :15:45.these are mostly flies. Not necessarily flies, I think the

:15:46. > :15:47.ministers, governors are pretty senior officials. Hang on, there is

:15:48. > :15:50.a serious point. One activist, campaigner called for every senior

:15:51. > :15:53.member of the Communist Party to be fully transparent about their own

:15:54. > :15:57.personal assets, and he got locked up. I am not very clear about this.

:15:58. > :15:59.Let me ask you one question. How many governments in this world who

:16:00. > :16:02.could be so decisively anti`corruption? How many countries

:16:03. > :16:05.in this world could tell the rest of the world we have put so many people

:16:06. > :16:09.in prison because of corruption? This happens only in China. And if

:16:10. > :16:11.you look at the number of developing countries in the early stage of

:16:12. > :16:15.industrialisation, corruption was a rampant. If you could do this, why

:16:16. > :16:17.not China? I firmly believe that this new leadership is really

:16:18. > :16:20.serious about that. You cannot have a whole bunch of your so`called

:16:21. > :16:23.tigers. Tigers are more or less limited. You can also say that

:16:24. > :16:27.senior leaders are also a big problem for us to deal with. But, in

:16:28. > :16:31.the end, it seems the party will tell the people it is going to clean

:16:32. > :16:34.out of the stable, it is going to tackle corruption, just as it is

:16:35. > :16:37.tackling, as we discussed, the pollution issue. But what it will

:16:38. > :16:40.not allow and will never allow is a challenge to its own supremacy, and

:16:41. > :16:47.surely as China develops and transitions that has to come, too,

:16:48. > :16:50.doesn't it? Probably I think the outside world may not understand

:16:51. > :17:14.fully the operations of the Chinese system. First of all, at this stage,

:17:15. > :17:17.most of the Chinese people acknowledge the Communist Party

:17:18. > :17:20.should be the leading party, because the most of talents are in this

:17:21. > :17:26.party. I am very much proud to be associated with this party, I am one

:17:27. > :17:29.of the members. I have been devoting my life... If I may say so, you have

:17:30. > :17:33.been a huge beneficiary, you have been a winner from the system and I

:17:34. > :17:37.understand why you feel a debt of gratitude and loyalty to the party.

:17:38. > :17:42.I dare say there are some in China who do not feel way about the party.

:17:43. > :17:45.The point is, they are not able, they are not allowed to express an

:17:46. > :17:48.alternative view, a view which says we no longer want a one`party

:17:49. > :17:51.system, we want a multiparty system, we want to vote for people who want

:17:52. > :17:54.to kick the communists out. They are not allowed to do that, whereas in

:17:55. > :17:57.another developing country, comparable, maybe, India, they are

:17:58. > :18:04.most certainly allowed to kick out the powers that be if they feel they

:18:05. > :18:07.have not done the job. I am not surprised you tell me there may be

:18:08. > :18:10.some Chinese that want to kick out the Communist Party. But I can tell

:18:11. > :18:13.you the Communist Party enjoys the broadest support of the people,

:18:14. > :18:16.otherwise we would not have peace and harmony in this country.

:18:17. > :18:19.Otherwise we would not be able to implement all of these policies. But

:18:20. > :18:22.we have to define democracy in different ways. Democracy is not a

:18:23. > :18:31.something for the people to enjoy, simply go to the ballot box.

:18:32. > :18:36.Beyond the ballot box you have nothing to do. In China, we may not

:18:37. > :18:39.have everybody going to the ballot box at this moment, but beyond the

:18:40. > :18:50.ballot box, decision`making is not simply the purview of the top

:18:51. > :18:54.leadership. Look at the twin conferences. I do wish you could

:18:55. > :18:57.understand Chinese. If you read all of this, bloggers and newspapers or

:18:58. > :19:05.something, all of those petitions and critical comments are really

:19:06. > :19:08.very, very sharp. Can you imagine that in a country which is supposed

:19:09. > :19:11.not to be democratic, which I certainly would dispute that

:19:12. > :19:13.concept, how come in a non`democracy the people raise so many sharp

:19:14. > :19:28.questions, criticising government from bottom to top? They can do it

:19:29. > :19:32.as long as they do not cross the line and as soon as they cross that

:19:33. > :19:34.line, and are seeing to be challenging the party itself, their

:19:35. > :19:47.access to the internet and indeed their access to freedom, is cut off.

:19:48. > :19:52.``are seen. I am not defending this, but I am going to tell you one very

:19:53. > :19:55.important point. In a country at a particular stage, people would not

:19:56. > :19:58.really enjoy a very good life, we would not really enjoy peace if the

:19:59. > :20:00.country is thrown into chaos. The Communist Party of China made

:20:01. > :20:03.mistakes in history, particularly, for instance, in the late 1950s and

:20:04. > :20:13.1960s, during the Cultural Revolution. But the Communist Party

:20:14. > :20:20.had the guts to acknowledge we did something wrong, and we want to

:20:21. > :20:24.correct all of those problems. This is what the party did over the last

:20:25. > :20:26.three decades. It is really true the Communist Party enjoys broad support

:20:27. > :20:35.of the people, otherwise we cannot have this kind of talk in my office!

:20:36. > :20:38.I had a very interesting discussion on similar themes in the office of

:20:39. > :20:45.the Indian Finance Minister a couple of weeks ago. I know him well. I

:20:46. > :20:48.said to him, you have failed on all sorts of counts compared with China,

:20:49. > :20:51.China's infrastructure, their nature of urbanisation, China's lifting of

:20:52. > :21:00.people out of poverty is so much more successful than yours in India.

:21:01. > :21:04.And you know what he said to me? He said, in the end, the Indian people

:21:05. > :21:06.would rather live in a noisy democracy than under the

:21:07. > :21:18.dictatorship, the authoritarian rule of the Communist Party in Beijing.

:21:19. > :21:21.My answer to you is that the majority of the Chinese people would

:21:22. > :21:24.enjoy living in China, enjoy the peace and prosperity in a country

:21:25. > :21:27.where the Communist Party plays a big role, rather than put themselves

:21:28. > :21:31.in a different country and to suffer. In your heart, do you think

:21:32. > :21:42.the next 30 years will be as good for China as the last 30? China can

:21:43. > :21:45.be doing better in virtually every respect, because our nation is one

:21:46. > :22:04.which is always taking care of soul`searching. Our nation believes

:22:05. > :22:07.that self`criticism is important. We have to know what goes wrong in our

:22:08. > :22:11.system, in our personal behaviour. Just don't look at what you have

:22:12. > :22:14.achieved. That is why, as you know, we openly confess we have made

:22:15. > :22:24.mistakes in our economic policies, social policies, we need to adjust

:22:25. > :22:32.and change. It is very hard to find any other nation in this world which

:22:33. > :22:35.openly says, we did something wrong. Probably the UK is close, because I

:22:36. > :22:38.follow your history very closely. With regards to your history, I

:22:39. > :22:41.would say a lot of your people, academics, the government, both

:22:42. > :22:51.parties, you had a review of your history in the 19th century and you

:22:52. > :22:55.want to adjust this kind of thing. That is something. We are doing it.

:22:56. > :23:02.I can tell you, we will have a better education for the younger

:23:03. > :23:05.generation. The new leadership and the leadership who are going to be

:23:06. > :23:18.taking over from now on will be able to manage and handle very tough

:23:19. > :23:21.issues faced by our nation. You just said, probably I am part of the

:23:22. > :23:26.system, I am privileged. Actually, I was not privileged. I am not from a

:23:27. > :23:28.privileged family. A lot of people who take senior positions in

:23:29. > :23:36.government worked all the way to these positions. Our system will

:23:37. > :23:39.give people the opportunity of learning hard, working hard, and if

:23:40. > :23:49.you do a good job you will be recognised. We have to end there.

:23:50. > :23:51.Jin Liqun, thank you very much for being on HARDtalk. Thank you so

:23:52. > :24:30.much. It is turning much colder. It is

:24:31. > :24:32.fairly mild and wet across the south`east. The mild air is being