Thursday, April 30, 2020

警惕 瑞典控疫的「使人活、讓人死」模式


我的《信報》文章(2020年 4月29日A16頁) 足本
《警惕 瑞典控疫的「使人活、讓人死」模式》


2020年4月16日,一家食品生產商租用包機,將150名羅馬尼亞勞工運抵英國;這些外勞只在上落飛機時進行健康檢查,毋須隔離甚麼14天,直往農場幫助收採農作物。據報公司正安排另外5-6班此類包機。似乎官商均認為新加坡的外勞廣泛感染情況不會在英國發生。

隨著疫情逐漸舒解,西方政府正計劃「退出策略」(Exit Strategy),以盡快恢復正常生活,重啟經濟活動。

歐盟於4月15日列出三項先決條件:
<1> 病毒的傳播明顯減少、
<2> 足夠的醫護能力、
<3> 足夠的追溯傳染鏈能力。

但多國政府已爭先放鬆限制的措施。

4月13日,儘管西班牙新增3,477確診病例,政府仍允許30萬非必要工種職員重返崗位。

在意大利,4月13日有3,153宗新確診,東北區的威尼托州自14日起,容許書店和服裝店每周營業兩天,並取消不准離家超過200米的禁令。

德國4月19日仍有2,458宗新確診,唯自20日始,書店、花店、時裝店、車輛銷售點、面積小於800平方米的商店重新開放。

4月20日,大量沒有戴口罩的示威者在美國要求停止封城令、居家令、「1984奧威爾式噩夢」(Orwellian nightmare),認為染病與否是個人選擇,不應由政府決定。4月25日,柏林也發生類似的抗議。
[Note 1]

據此趨勢看,即使距離「零確診」還很遙遠,歐美的控疫管理將不可避免地會逐步轉向「瑞典模式」:16歲或以下的學生如常上課(包括幼兒園),酒吧、飯店、美容理髮店、滑雪及各類運動場…保持開放,政府除了禁止超過50人聚集、建議保持社交距離外,大體上讓人們如常生活,例如自行決定是否上班。

政策的理據,是相信公民懂得運用個人判斷力、承擔個人責任,亦即:「要是我生病了,我不會出外與別人接觸」,且相互信任。故此,官員毋須施行自上而下的控制,全社會容忍社區疫情持續,讓人被感染、讓患者死亡。
[Note 2]

到4月25日,瑞典確診病例為18,177(每百萬人中有1,800,鄰國挪威1,383,芬蘭808),死亡人數為2,192(每百萬人中有217,挪威37,芬蘭34)。

首都所屬的斯德哥爾摩郡,人口237萬,佔全國死亡總數一半以上,即多於千例 (香港人口750萬,僅有4人死亡) 。
[Note 3]

近期的數據、報導揭示,由於政府沒有規定護老院員工必須配戴口罩、沒有要求採取相關預防傳染措施、沒有提供相關物質、沒有派人協助及監督(「四個沒有」) ,而許多顧慮失去收入的低薪員工(很多是少數族裔),即使有輕度不適仍然照常工作,最終導致大量長者染病。
[Note 4]

本來染病不等於會輕易死亡,但是瑞典的每千人均病床數目偏低:瑞典2.6、挪威3.9、芬蘭4.4、意大利3.4、法國6.5、德國8.5、香港4.9、中國大陸4.2 (世界銀行數據) 。換句話說,在疫情中如常生活的瑞典,病患者較多,病床(醫療設施) 卻較少,死亡率偏高並不意外。
[Note 5]

要分析控疫政策,法國哲學家福柯 (M. Foucault 1926-84) 建構的「使人活、讓人死 (make live, let die)生命政治」學說,甚有參考價值(其理論基礎之概要,見拙文《中共使人活、讓人死的管治模式》刊2016年 9月20日《信報》) 。

比對瑞典和大中華的控疫措施、數據,似乎我們側重「使人活」,而瑞典偏重「讓人死」(沒有褒貶之意) 。雖說他們的高死亡率與我們無關,但有兩點必須警惕。

首先,當歐美放鬆控疫措施(瑞典化),於感染病例減少但仍然維持每天數以百計的同時,「謹慎地」容許大量群眾每天上班、上學、社交、出遊…海陸空人流會逐步恢復(最近有人建議政府簽發「免疫護照」 方便旅客出國,被世衛批評此舉增加持續傳播的風險) ;漸漸地,當愈來愈多人由於業務或其他需要,真的來到我們這裏(「零確診」),怎辦?難道每位訪客都強制隔離14天? 經濟復甦又從何說起?
[Note 6]

在有效疫苗普及之前,也許切實的方法是要求所有訪客,在抵達時通過準確而可靠的測試,並同意遵守某些規則,例如記錄曾往何處?與誰相聚?不管措施如何影響私隱,我們旨在「使人活」。

另一點必須警惕及深思的,是為何這麼多院舍長者染病而死?偏重「讓人死」這種瑞典模式有甚麼含義?

瑞典(人口1,010萬)有52%家庭是單身戶,比例是全歐最高(平均只有33%);另有24%是沒有孩子的夫婦戶。離開父母開始獨居的瑞典青年通常為18-19歲(歐洲平均26歲) 。2017年一項研究顯示,超過55%的16-24歲青年沒有與任何近親進行社交活動。

瑞典一句著名的諺語是「單獨就是堅強」(ensam är stark),為擁有(極端的)個人主義而感到自豪。斯德哥爾摩大學教授 Gunnar Andersson指出,瑞典的個人主義文化有歷史因素,也歸因於充裕的社會福利,可直接從政府獲得輕易負擔的住房、醫療、教育。
[Note 7]

如果在其他歐洲國家,安老院長者佔COVID-19死者半數(世衛數據),是傳染初期官民粗心大意而造成,那麼瑞典發生前述的「四個沒有」,也許是因為不在乎那些孤獨的老人。他們關心的是個人的快樂(加拿大也有安老院因欠缺政府協助、員工逃亡,親友少問,多天後才被發現31名院友死亡)。
[Note 8]

反觀大中華地區,疫情一開始,政府、機構、公眾趕緊給院舍老人送口罩、消毒劑、手套等防護物資。我們的死亡率不僅低,安老院也罕有成為傳染群組。

偏重「讓人死」的瑞典在《世界快樂報告2019》排名第七,我們則遠遠落後。是的,我們既勞碌工作,也要攜幼、扶老,壓力巨大(眼看年老父母患重病,心裏苦啊!)、身心疲憊。但若然逍遙自在的個人快樂,是建基於任由父母孤單老死,這些所謂的快樂指數、世界排名有甚麼意義?
[Note 9]

在選擇個人快樂和關懷長輩之間,我們在疫情中再一次領略祖國傳統的美!

Notes for Referemce

[Note 1]
UK, Apr 16, 2020
A food producer has chartered a flight to fly 150 Romanians into the UK on Thursday to help pick fruit and vegetables.
A further five or six more charter flights to the UK are currently being discussed, Air Charter Services added.
"There will be health checks at both ends and the middle seat of the middle row will be kept empty to ensure a form of social distancing," it said

EU, Apr 15, 2020
The European Commission has presented its exit plan, an attempt, essentially, to co-ordinate an EU wide response …  focus on three main pre-conditions:
1. Significant decrease in the spread of the #coronavirus
2. Sufficient health system capacity
3. Adequate surveillance and monitoring capacity

Spain, Apr 13, 2020
The controversial return to work for an estimated 300,000 non-essential staff got off to a slow start …
Overall cases rose to 169,496 from 166,019. The health minister, Salvador Illa, said the epidemic had passed its peak. The challenge now was to consolidate the second stage of the struggle against the virus and to reduce new infections, he said.

Italy, Apr 14, 2020
… in the north …  Veneto officials are talking of a "soft lockdown". Bookshops and clothing stores can open for two days a week, says Veneto governor Luca Zaia, and a ban on exercising more than 200m away from home has been lifted.
2020-04-12 156,363 cases
2020-04-13 159,516 cases

Germany, Apr 20, 2020
Bookshops, florists, fashion stores, bike and car outlets and other shops smaller than 800 sq m were permitted to reopen on Monday morning. In Berlin a few schools allowed final-year students to sit exams. Pupils arrived wearing face-masks and took their seats at widely spaced desks.

2020-04-18 137,439 cases
2020-04-19 139,897 cases

星島日報 2020-04-20
std.stheadline.com/instant/articles/detail/1250812/即時-國際-歐洲確診個案突破100萬宗-多國分階段放寬居家令
歐洲感染新冠肺炎人數突破100萬,逾10萬人死亡,病死人數佔全球超過近三分二,但多國疫情持續有放緩跡象,準備分階段放寬「居家令」。

Protests in the USA on Apr 20, 2020
(CNN)Anger over shelter-in-place orders boiled over this weekend, with protesters ignoring social distancing guidelines and packing sidewalks and streets.
"Freedom over fear," read one protester's sign in Indiana.
"Shutdown the shutdown," another sign in Maryland said.
A protester in Maryland says she's worried about her future if businesses don't reopen soon.
In Indianapolis, protester Andy Lyons said he understands the health risks. But he wants the government to back off.
"If I get sick, then I am going to bear the consequences of my getting sick," Lyons told CNN affiliate WTHR. "If anybody else gets sick, they bear the consequences of their free choice without government coercion to do so. That's what this is about."
Across the country, more protests are popping up in both red and blue states.
Michigan, Ohio, Kentucky, Minnesota, North Carolina, Utah, Colorado and Washington have all seen protests in recent days.
"All of a sudden this is going from a pandemic to an Orwellian nightmare," Brandon said, noting how many people in his network reacted similarly to the news about data tracking.

Protests in Germany on Apr 25, 2020
About 200 protesters gathered in the German capital, Berlin, to protest against coronavirus measures, which they say are an infringement of their constitutional rights.

[Note 2]
Sweden Apr 20, 2020
“It’s the Swedish trust in government,” says Linus Bohman, 28. “No one told me you have to stay home right now,” agrees his friend, Fredrik Glückman, a history student at Lund University. “We’re not in quarantine. And as soon as we hear from our government that we have to stay in, like you do in Britain, then we will do it.”
While every other country in Europe has been ordered into ever more stringent coronavirus lockdown, Sweden has remained the exception. Schools for pupils up to 16 years, kindergartens, bars, restaurants, ski resorts, sports clubs, hairdressers: all remain open, weeks after everything closed down in next door Denmark and Norway.

Sweden Mar 28, 2020


[Note 3]
The Worldometer, COVID-19 CORONAVIRUS PANDEMIC, date by country

[Note 4]
The Guardian, “Anger in Sweden as elderly pay price for coronavirus strategy”, Apr 19, 2020.
It was just a few days after the ban on visits to his mother’s nursing home in the Swedish city of Uppsala, on 3 April, that Magnus Bondesson started to get worried.

“They [the home] opened up for Skype calls and that’s when I saw two employees. I didn’t see any masks and they didn’t have gloves on,” says Bondesson, a start-up founder and app developer.

“When I called again a few days later I questioned the person helping out,
asking why they didn’t use face masks, and he said they were just following the guidelines.”

That same week there were numerous reports in Sweden’s national news media about just how badly the country’s nursing homes were starting to be hit by the coronavirus, with
hundreds of cases confirmed at homes in Stockholm, the worst affected region, and infections in homes across the country.
Since then pressure has mounted on the government to explain how, despite a stated aim of protecting the elderly from the risks of Covid-19, a third of fatalities have been people living in care homes.
Last week, as figures released by the Public Health Agency of Sweden indicated that 1,333 people had now died of coronavirus, the country’s normally unflappable state epidemiologist Anders Tegnell admitted that the situation in care homes was worrying.

“
This is our big problem area,” said Tegnell, the brains behind the government’s relatively light-touch strategy, which has seen it ask, rather than order, people to avoid non-essential travel, work from home and stay indoors if they are over 70 or are feeling ill.

The same day
prime minister Stefan Löfven said that the country faced a “serious situation” in its old people’s homes, announced efforts to step up protections, and ordered the country’s health inspectorate to investigate.

Lena Einhorn, a virologist who has been one of the leading domestic critics of Sweden’s coronavirus policy, told the Observer that the government and the health agency were still resisting the most obvious explanations.

“
They have to admit that it’s a huge failure, since they have said the whole time that their main aim has been to protect the elderly,” she said. “But what is really strange is that they still do not acknowledge the likely route. They say it’s very unfortunate, that they are investigating, and that it’s a matter of the training personnel, but they will not acknowledge that presymptomatic or asymptomatic spread is a factor.”

The agency’s advice to those managing and working at nursing homes, like its policy towards coronavirus in general, has been based on its judgment that the “spread from those without symptoms is responsible for a very limited share” of those who get infected.

Its advice to the care workers and nurses looking after older people such as Bondesson’s 69-year-old mother is that they should not wear protective masks or use other protective equipment unless they are dealing with a resident in the home they have reason to suspect is infected.

Otherwise the central protective measure in place is that staff should stay home if they detect any symptoms in themselves.

“Where I’m working we
don’t have face masks at all, and we are working with the most vulnerable people of all,” said one care home worker, who wanted to remain anonymous. “We don’t have hand sanitiser, just soap. That’s it. Everybody’s concerned about it. We are all worried.”

“The worst thing is that it is us, the staff, who are taking the infection in to the elderly,” complained one nurse to Swedish public broadcaster SVT. “It’s unbelievable that more of them haven’t been infected. It’s a scandal.”

Einhorn was one of 22 researchers who on Tuesday called for Sweden’s politicians to break with the country’s tradition of entrusting policy to its expert agencies, and to seize control of Sweden’s coronavirus strategy from the agency.
She argues that the reason why Sweden has a much higher number of cases in care homes than in Norway and Finland is not because of the homes themselves, but because of Sweden’s decision to keep schools and kindergartens open, and not to shut restaurants or bars.

“It’s not like it goes from one old age home to another. It comes in separately to all of these old age homes, so there’s no way it can be all be attributed to the personnel going in and working when they are sick. There’s a basic system fault in their recommendations. There’s no other explanation for it.”

Bondesson’s mother, who has dementia, is worried, he says. “She is aware of most things that you talk about, it’s just that she might have bad short-term memory, on and off,” he said. “
She had also been questioning the lack of face masks. She thinks it’s really sad to have to be there constantly for weeks and not to know when it’s going to end.”

Forbes, “Sweden: 22 scientists says coronavirus strategy has failed as deaths top 1,000”, Apr 14, 2020.
According to Aftonbladet, Jan Lötvall, a professor at the University of Gothenburg, said that Swedish people have not understood the seriousness of the situation because they have received unclear messaging from health authorities and elected officials.
The researchers now want rapid change. They suggest that schools and restaurants should be closed as in Finland. In addition, healthcare professionals working with the elderly must use proper infection control equipment and a mass testing of health personnel must be carried out.
The group highlighted the last three days before the Easter vacation began. In the period April 7-9: "10.2 people per million inhabitants died of COVID-19 each day in Sweden. In Italy, the figure was 9.7. In Denmark it was 2.9, in Norway 2.0 and in Finland 0.9," stated the letter.

[Note 5]
World Bank, “Hospital beds (per 1,000 people,” most recent year, most recent value.

[Note 6]
WHO Apr 24, 2020
Some governments have suggested that the detection of antibodies to the SARS-CoV-2, the virus that causes COVID-19, could serve as the basis for an “immunity passport” or “risk-free certificate” that would enable individuals to travel or to return to work assuming that they are protected against re-infection. There is currently no evidence that people who have recovered from COVID-19 and have antibodies are protected from a second infection.
At this point in the pandemic, there is not enough evidence about the effectiveness of antibody-mediated immunity to guarantee the accuracy of an “immunity passport” or “risk-free certificate.” People who assume that they are immune to a second infection because they have received a positive test result may ignore public health advice. The use of such certificates may therefore increase the risks of continued transmission. 

BBC, “Coronavirus: Immunity passports could increase virus spread”, Apr 25, 2020.
Many countries including Germany, Italy and the UK are beginning to test samples of their populations for antibodies. In the UK, 25,000 people will be tested every month for the next year - both for antibodies, and to check if they currently have the virus.
This could provide more information about whether (and for how long) the disease confers immunity to those who have recovered. And that would give us a clearer idea about whether testing individuals and giving them some kind of immunity status might be an option in the future.
Last week Chile said it would begin issuing "health passports" to people deemed to have recovered from the illness.
Once screened for the presence of antibodies to make them immune to the virus, they could rejoin the workforce, officials said.
In Sweden, which has chosen to keep large parts of society open, some scientists believe people may end up with much higher immunity levels compared with those living under stricter regulations.

[Note 7]
Eurostat: Over half of Sweden’s households made up of one person 2016
In 2016, the EU had 220 million households. The most common type of household was composed of one person (33 % of the total number of households), followed by households consisting of couples without children (25 %) and couples with children (20 %). 
Among the Member States, over half of households in Sweden (52 % of all households) were one person households

22nd August 2019
In Sweden, the most common age to leave home is between 18 and 19, compared to the EU average of 26 … according to Eurostat figures.
…
 “It is special in Sweden – and the Nordics – that there is much less variation in leaving age than other countries,” explains Gunnar Andersson, professor of demography at Stockholm University.
…
Andersson explains that Sweden’s “culture of individualism” dates back centuries, with teenagers in rural communities typically leaving home to go and work on another farm. In more recent years the norm of young people living alone has, he says, remained realistic thanks to Sweden’s strong welfare state which, in theory, should enable them to have access to affordable housing, healthcare and education without relying on relatives or partners for help.
A 2017 study by Statistics Sweden found that more than 55% of 16 to 24 year-olds don’t socialise with any close relatives.
…
Her words recall an old Swedish proverb: “ensam är stark” – “alone is strong”.

[Note 8]
星島日報 2020-04-23
std.stheadline.com/instant/articles/detail/1254232/即時-國際-護理院染疫死者佔歐洲一半-世衛形容-人間悲劇
世界衛生組織歐洲區域主任克盧格(Hans Kluge)表示,在歐洲死亡的新冠肺炎確診病人中,最多一半是入住護理院的人士,指這是「想像不到的人間悲劇」。
克盧格在記者會上稱,在疫情打擊下,歐洲的護理院出現令人十分憂慮的情況,根據歐洲各國估計,歐洲疫情死亡的病人,有一半是入住護理院的人士,這是「想像不到的人間悲劇」。據統計,全球疫情死亡人數達18萬多人,其中逾11.5萬人在歐洲死亡。克盧格指出,在護理院工作的護理人員工作超負荷,而且薪金偏低。他形容這些護理人員是「無名英雄」,呼籲有關方面為他們提供更多保護裝備和支持。

星島日報 2020-04-19
std.stheadline.com/instant/articles/detail/1250275/即時-國際-加安老院看護集體逃離致31長者亡-支援者淚湧-太不人道
新冠肺炎下醫護疲於奔命,全球多國都發起向醫護拍掌以示支持及打氣。然而加拿大一間安老院機構的護士卻害怕感染新冠肺炎,居然「集體逃亡」,留下長者在院內自生自滅,最終31名長者死亡,其中至少5人死於新冠肺炎。

VOA News, “WHO Europe: Up to Half of Deaths in Care Homes”, Apr 23, 2020.
LONDON - The head of the World Health Organization’s Europe office said up to half of coronavirus deaths across the region have been in nursing homes, calling it an “unimaginable tragedy.”

In a press briefing on Thursday, WHO Europe director Dr. Hans Kluge said a “deeply concerning picture” was emerging of the impact of COVID-19 on long-term homes for the elderly, where care has “often been notoriously neglected.” Kluge said health workers in such facilities were often overworked and underpaid and called for them to be given more protective gear and support, describing them as the “unsung heroes” of the pandemic.

VOA News, “Europe’s Nursing Homes are likely Coronavirus Hotspots, Officials fear”, Apr 14, 2020.

VOA News, “Coronavirus Creates Nightmare for Spain’s Nursing Homes”, Apr 14, 2020.

[Note 9]
World Happiness Report 2019: Ch 2 Happiness by country ranking

7. Sweden
25. Taiwan
76. Hong Kong
93. China


Thursday, April 16, 2020

憂股息 懼停薪 疫後積儲意識 與 另類復甦


我的《信報》文章(2020年 4月15日A20頁) 足本
《憂股息  懼停薪  疫後積儲意識 與 另類復甦》



突然,多類工商業務停頓,數以月計,營運收入劇減。不虞,穩健的金融機構取消股息安排,還說年內不派息。

各階層的人,不論是依靠股息收入生活的投資者或退休人士、企業高管、中小店主、基層員工,或多或少受到負面影響(醫藥及相關行業除外) 。

各國政府分別推出大刀闊斧的方案,於逐步放鬆閉關、封城措施後,扶助企業、刺激消費,盡快促成經濟復甦。例如3月17日特朗普總統提出1萬億美元方案,國會要求增至2萬億,最後達成了2.2萬億的協議; 3月31日特朗普再提出增加2萬億興建基礎設施;4月9日聯儲局宣布動用2.3萬億支持地方政府和中小型企業…
[Note 1]

但經歷過這次劇痛的教訓,會有一些人,有一類人,會學懂居安思危、積穀防饑的必要性:須堅持儲蓄,方能渡過任何意想不到的(近乎)零收入的艱困日子。

當大批有收入的消費者(及生產者)提高儲蓄率(propensity to save),有理論認為,這種傾向將削弱擴張性政策的「乘數效應」,不利經濟復甦。本文並非財經分析,故留待他人研究。這裏討論的是關於另一類復甦,分兩點敘述。

首先是對消費態度的反省。

3月27日,歐盟央行發布通告(ECB/2020/19) ,建議私營銀行暫停支付股息。「…將總計300億歐元的最高質量資本保留在系統中…幫助企業及家庭應對(navigate)全球流行病帶來的前所未有的挑戰…」
[Note 2]

須知道,歐洲不如大中華地區般擁有豐厚外匯儲備,也不能像美國般可隨意畫「圈」成錢。諸國可做的,就是謹慎地善用有限的資源(4月9日歐元區通過總值5000億歐元的救市計劃,另加德國7500億、意大利4000億、西班牙2000億、法國450億、荷蘭220億…合計約2.5萬億美元,只有前述三項美國提案的38%,但歐盟的GDP規模是美國的91%,見世界銀行2018年數據);並盡力儲存歐洲私營部門的盈餘且引導其善用。
[Note 3]

也許有人批評:禁止私營銀行向股東支付股息,既褻瀆自由經濟的信條,亦違反資本主義私有產權的精義。

此中根本之問題是:自由主義有多可信?

早在2016年6月,國際貨幣基金組織(IMF)就發布了一份研究報告(Vol.53, No.2) ,論證及申明IMF在過去30年,所倡議的「新自由主義」政策是失敗的,它未能為現代人類社會帶來金融穩定,也沒法改善貧富懸殊,認為必須改弦易轍。被嚇呆了的美國期刊Foreign Policy,指IMF的這個說法「丟下政治重磅炸彈(bombshell)」,相當於「教皇說沒有上帝」!而西方大眾媒體,除了個別金融期刊如《福布斯》,當然享用新聞自由,不報導這挑戰西方價值的研究!
[Note 4]

自二戰以來,西方的主流自由經濟政策基礎之一,是「節儉阻礙經濟增長」的信念(Paradox of Thrift,詳見1714年Bernard Mandeville的《蜜蜂的寓言》) 。維也納大學著名經濟學教授穆勒(Dennis C. Mueller 1941- ) ,認為現時流行之「貪婪是好的」及「私人惡習及貪婪(private vice and avarice)通過刺激經濟活動會帶來公共利益」的觀念乃源於此。

在個人層面,此觀念挑動消費者離棄祖傳「快樂是實踐美德(virtue) 後的獎勵」之古訓,轉向不惜任何手段追求快樂(pursuit of happiness) 。最突出的特徵是及時行樂、拒絕等待、想做就做、活在當下(例如不慢慢地省錢儲蓄,只要覺得某處很有趣,便不惜立刻借錢也要出國旅行) 。
[Note 5]

在社會層面,任何政策若有可能阻礙個人追求即時、片刻的快樂,會被認為是錯誤;一些公共知識分子甚至認為快樂是天生的權利。這種「唯我主義」(Solipsism)迫使政府對「任意」(以自由之名包裝) 的行為採取寬容、姑息的態度(詳見拙文《從鼠患看管治之難》,刊2019年6月15日) 。

《從鼠患看管治之難》

再加上「以消費帶動的增長才是健康的經濟增長」之說盛行,西方政府壓抑用於基礎設施的支出、縱容企業獎賞瘋狂數額的花紅酬金、對變本加厲的浪費性消費視而不見。IMF有識之士對過去30年自由政策的否定,就是基於前兩項錯誤的檢討 。

倘若儲蓄防患、自制克己的意識,能在疫後的歐亞地區重拾發展步伐,一種另類的復甦將會出現。

第二點是重視實用價值。

病毒廣泛傳播期間,平常生活實用品被搶購一空,實用價值較低的貨品和服務乏人問津。例如以鬱金香蜚聲國際的荷蘭某花卉出口公司,表示今季已失去90%的收入。

當然,疫後市場在一定程度上會恢復先前的面貌,有些人甚至更加醉生夢死,只圖即時的歡愉。但總會有某類人,某些族群,甚至一代人,選擇多儲一點錢,不再那麼熱衷於購買沒有或很少實用價值的物品、服務。生態經濟學家 Simon Mair 推斷,疫後大量「無意義的工作」(pointless jobs) 會消失。
[Note 6]

一眾國家將減少對全球供應鏈的依賴,以確保國內具有生產基本必需品的最低自顧能力。政府和公共機構除了增加財務儲備,還會囤積包括穀物、醫護裝備在內的實用品。

有人聲稱他們正與一個隱形敵人作戰 (法國總統馬克龍3月16日講話)。科學知識告訴我們,病毒對人類沒有半點敵意,只是想不斷繁殖;而為此目的,它不斷適應、不斷變異、不斷改善。換言之,人類僅與病毒、各種生物,以至大自然諸種力量競爭、比拼,唯沒有終點。

一項被忽略的發展,是非洲正面臨新一波蝗災,規模約是2019年的20倍,數百萬人陷於饑荒邊緣。農民指蝗災比肺炎疫情更具毀滅性。
[Note 7]

蝗災、鼠患、新型瘟疫、乾旱、暴風、洪水可能一浪接一浪出現。也許有些擅長抱怨和譴責的人,會繼續申訴他們擁有這樣那樣的自由(任意) 、人權,坐着等待蔭庇(遺憾的是香港有很多這種人)。

但有遠見的人、族群,會配置(configure)新形式的疫後復甦;加強積儲意識、優化備用資源、改良適應能耐,以穿越未知的水域(uncharted waters) ,迎風破浪 (a concept about human life's nature from Nietzsche)。


Notes for reference

[Note 1]
Bloomberg, Mar 18, 2020.

Aljazeera, Mar 28, 2020

Reuters, March 31, 2020.

Reuters, Apr 9, 2020.

[Note 2]
European Central Bank, Mar 27, 2020.

BRUSSELS, 27 March 2020 – The European Banking Federation takes note of the European Central Bank’s recommendation on banks dividend distributions: banks should not pay dividends for the financial years 2019 and 2020 until at least 1 October 2020, in order to allow a total of 30 billion euro of additional capital of the highest quality to be kept within the system.
The EBF shares the ECB‘s view of the importance of the role of banks to support to businesses and households during the Covid-19 pandemic. “Under these difficult circumstances, banks, more than ever, stand with their customers. Exceptional times call for exceptional measures. We hope that the economic conditions will have normalized by October. By then European banks boards should be able to re-assess their dividend and share buy-back strategy”,  says Jean-Pierre Mustier, President of the EBF.
As representative of the European banking sector the EBF had already expressed its support and commitment to helping businesses and households navigate the unprecedented challenges posed by the global pandemic. In a letter to the ECB Supervisory Board on Thursday, the EBF stressed the importance as well of taking into account the expectations of shareholders and the investors perception of the strength of the European banking sector.

[Note 3]
World Bank, GDP: EU, US, China 2018 data

RFI, “EU agrees €500 billion coronavirus rescue package, but ECB says €1.5tr needed”, Apr 10, 2020.

Reuters, “Germany launches 750 billion euro package to fight coronavirus”, Mar 24, 2020.

Politico, “France injects billions into stimulus plan amid coronavirus chaos: the €45B package will mainly take the form of reduced social security contributions for businesses”, Mar 17, 2020.

Politico, “Italy adopts €400B liquidity plan amid coronavirus crisis”, Apr 6, 2020.

Politico, “Spain unveils €200B package to combat virus downturn”, Mar 17, 2020.

Reuters, “Netherlands to give up to $22 billion in emergency coronavirus aid to business”, Mar 18, 2020.
AMSTERDAM (Reuters) - The Netherlands will spend up to 20 billion euros ($22 billion) in emergency financial assistance for businesses that have run into trouble due to the coronavirus pandemic, Finance Minister Wopke Hoekstra said on Tuesday.

Reuters, “Denmark plans $6 billion aid package for small business”, Mar 18, 2020.

[Note 4]
IMF, “Neoliberalism: Oversold?”, in Finance Development June 2016, Vol. 53, No.2.

Foreign Policy, “The IMF confronts its N-word”, July 6, 2016.
The research department of the International Monetary Fund dropped a political bombshell last month. The furor was set off by the publication of an article — “Neoliberalism: Oversold?” — that sparked a near-panic among advocates of free market policies and celebrations among their critics. The piece concluded that, over the past 30 years, the proponents of the economic philosophy known as “neoliberalism” have been systematically overselling the benefits of the two planks at its heart — namely, fiscal austerity during economic slowdowns and the deregulation of financial markets.
This is a huge concession for an institution long known for its ideological self-assuredness.
 Essentially, the article contends that these two policies, which the IMF has long championed, are of questionable utility. It finds that they “have not delivered” the higher economic growth rates that were promised and may have even done more harm than good. Additionally, according to the article, both fiscal austerity and increased financial openness have often exacerbated economic inequality, which itself could become a drag on future economic growth rates. In other words, the venerable institution had essentially everything wrong — at least as far as these two key tenets of neoliberalism go.
Most strikingly, the article infers that three policy prescriptions long advocated by the IMF’s critics — regulation of some capital flows, Keynesian fiscal stimulus policies, and effective economic redistribution — all have more merit than the IMF has long contended. As Ben Norton wrote in Salon, these conclusions amount to heresy: “It is somewhat like the Pope declaring that there is no God; it is a volte-face on almost everything that the IMF has ever stood for.”

[Note 5]
Paradox of Thrift


zh.wikipedia.org/wiki/丹尼斯·穆勒

See p.173-5 and p.184 in
Dennis C. Mueller (2009), “Reason, Religion, and Democracy”, Cambridge: Cambridge University Press.

[Note 6]
Apr 12, 2020.
Jan de Boer, managing director and owner of Barendsen, a global flower export company based in the Dutch village of Aalsmeer, said that he has so far lost 90% of his seasonal income. He usually has 60 full-time employees at this time of year, and now, he says, works for only six people. 

The Conversation, Simon Mair, “What will the world be like after coronavirus? Four possible futures”, Mar 30, 2020.
Pointless jobs
The fact that so many people work pointless jobs is partly why we are so ill prepared to respond to COVID-19. The pandemic is highlighting that many jobs are not essential, yet we lack sufficient key workers to respond when things go bad.

[Note 7]
2020年4月11日
rfi.fr/tw/生態/20200411-非洲蝗蟲又來了-遠比新冠病毒更可怕
非洲正面臨新一波蝗災,規模約是前一波的20倍,部分東非地區已經淪陷,恐陷數百萬人於饑荒。有農民聲稱,蝗災比武漢肺炎疫情更具毀滅性。