This story is fundamentally different from the savings shortage and savings glut hypotheses, and it leads to dramatically different policies. Developing countries need to grow, but nowadays it is easier to acquire capacity and grow through FDI than it is to develop domestic mass consumption markets.
这种解释与储蓄不足和储蓄过剩的假定有着根本的不同，从而也会导致迥然不同的政策出台。发展中国家需要增长，但现今通过FDI获得制造能力和增长比通过发展国内的大众消费市场要容易。因此，世界经济面临的问题不是储蓄过剩，而是发展中国家的消费需求不足。