Global Economy and Globalisation – Key Terms
The Global Economy
- International economic integration: the lowering of barriers to trade between countries; a connected market for resources, capital and goods/services.
- The global economy also involves flows of capital, labor, technology and ideas across the world. Consumers can source goods and producers can source resources.
- Globalisation is facilitated by technology, international organisations, multinational corporations, and domestic policies.
- Gross world product (GWP):
- Definition: the total volume of goods and services produced in the world in a given time period.
- Purchasing Power Parity (PPP): the rates of currency conversion that try to equalise the purchasing power of different currencies.
- The GWP is calculated using the sum of GDP for each nation, on a purchasing power parity (PPP) basis.
- Using the PPP approach adjusts each country's GDP for differences in purchasing power due to variations in domestic prices and exchange rates.
Globalisation
- The increased integration and interdependence between economies over time.
- Globalisation is facilitated by improvements in technology, transportation, communication, and international organisations.
- Globalisation leads to increased:
- Trade in goods and services
- International financial flows
- Foreign investment and growth of transnational corporations
- An international division of labour and international migration
Improved technology
- Technology, transportation and communication facilitate globalisation: improved tech enables humans to interact with others worldwide, enabling globalisation.
- Improvements include:
- Productive capacity: created a surplus that could be sold internationally, and lowered prices.
- Transportation: enabling movement of people and goods.
- Communication technology: enables long-distance interaction and business.
Financial flows
- Definition: Flows of money across borders related to financing of economic activity (debt, equity, money), risk management (derivatives) and currency conversion.
- Money flows through several markets:
- Financial capital markets: long-term debt and equity
- Money markets: short-term debt
- Derivative markets: trading derivatives to manage risk in exchange rates, interest rates, and commodity prices
- Foreign exchange markets: trade of currencies
Investment and transnational corporations
- FDI (foreign direct investment) is a component of international financial flows and involves investment in productive assets.
- Transnational corporations (TNCs) are major sources of FDI; similar to MNCs, with international operations and dispersed, decentralised structures across countries.
International division of labour (IDL)
- The dividing/distribution of labour tasks across the world.
- Caused by offshoring, reallocation of resources, and specialization.
- Offshoring and a global division of labour led to cheaper goods/services but caused structural change and unemployment in some regions.
International migration
- Immigrants tend to move from developing economies to advanced economies.
- Major skill levels: low-skilled and high-skilled workers.
- Brain drain: source countries lose skills/labour.
- Remittances: many immigrants send money home to families in source countries.
The international business cycle
- Definition: Changes in world output (GWP) over time.
- When economies are highly linked, changes in one economy affect others; domestic growth cycles synchronize globally, creating a global business cycle.
- Greater integration increases synchronisation of global growth rates.
- Upswings and downswings can occur; major economies (e.g., United States, China) can influence the cycle.
Regional business cycle
- Definition: Variation of GDP growth rates in a region that may diverge from the global business cycle.
- Regions may have their own cycles with limited global impact.
- Gravity model of trade suggests trade is strongly influenced by proximity and the size of economies.
- Free trade agreements: promote integration into the global economy and exposure to global demand.
- Coordinating economic policy: through international organisations/forums, leading to greater similarities in economic performance.
- Integrating into the global economy: growing share of trade in GDP, more financial inflows/outflows, and exposure to international news/public sentiment, which can synchronise activity across borders.
Transmission of economic shocks
- Demand shocks: changes in global demand affecting a country's exports.
- Financial shocks: changes in financial flows, interest rates or asset prices.
Free Trade
- Definition: International trade of goods/services uninhibited by artificial barriers.
- Free trade relates to cross-border goods/services trade.
- Countries engaging in free trade would remove tariffs, quotas, subsidies and other barriers.
- Preferential arrangements: many so-called "free trade" deals actually reduce barriers for member countries via free trade agreements (FTA).
- Autarky: economy that is self-sufficient with no trade.
- The opposite of free trade is autarky.
Comparative and Absolute Advantage
- Absolute advantage: pattern of production that is most productive; an economy can produce more with given inputs.
- Example: country with more cars produced per unit input.
- Factor endowments: different inputs to production render some goods more efficiently in some countries.
- Countries should produce goods they have a comparative advantage in and trade with others.
- Comparative advantage: production with the lowest opportunity cost relative to trading partners.
- If each country specializes where they have a comparative advantage, they can trade to achieve more efficient allocation of resources (less of one good sacrificed per unit produced).
Example of absolute vs comparative advantage (from a table)
- Country B has higher absolute output for both goods (absolute advantage).
- Opportunity costs: producing a book costs 2.4 units of resource; producing a computer costs 0.42 units.
- Country B has a lower opportunity cost in books (1.5) while Country A has a lower opportunity cost in computers.
- Conclusion: Country A should specialize in computers; Country B should specialize in books.
- Comparative advantage relies on several assumptions:
- Capital goods are homogeneous (usable across different production).
- Transportation is fast and cheap.
- Constant returns to scale.
What is protection?
- A barrier imposed by governments to protect domestic industries from international competition; aims to improve domestic competitiveness.
Types of protection
- Tariffs: taxes on imports.
- Quotas: restrictions on quantity/value of imports.
- Local content rules: require a proportion of inputs/outputs to be produced domestically.
- Subsidies: payments to domestic producers to encourage production.
- Export incentives: tax deductions/cost savings for exporters.
Arguments in favour of protection
- Infant industry protection: small/new industries lack economies of scale; protection helps them grow.
- Protection against dumping: exporting at prices below home market or production cost is unfair competition.
- Protect domestic employment: during recessions or to prevent structural unemployment.
- National defence: to achieve self-sufficiency in critical equipment.
Arguments against protection
- Infant industry risk: may rely on protection and avoid innovation.
- Dumping protection can shield inefficient domestic industries and harm consumers.
- Protection has costs: tariffs/quotas raise prices for consumers and can reduce efficiency.
Tariffs in detail
- Definition: tax on imported goods.
- Effects:
- Raise domestic consumer prices (bad for consumers).
- Raise domestic input costs (if inputs are imported).
- Expand domestic production and reduce imports.
- Lower economic efficiency and misallocate resources (foreign production often more efficient).
- Government revenue increases.
- Diagram concepts (domestic supply/demand): autarky vs world price Pw; with tariffs Pt; imports are affected.
- Autarky point: Qa, Pa (where domestic supply meets demand).
- With world price Pw (no tariffs): domestic production reduces to Qs, quantity demanded rises to Qd, creating imports Qd−Qs.
- Free trade equilibrium: Qd(FT) and Qs(FT).
- Tariff: Pt > Pw; domestic production expands to Qs(T), domestic demand falls to Qd(T); imports shrink to Qd(T)−Qs(T); government revenue equals $(PT - PW) imes (Qd(T) - Qs(T))$.
Tariff revenue and welfare effects
- Government revenue = $(PT - PW) imes (Qd(T) - Qs(T))$.
- The large triangle between Qd(FT) and Qs(FT) represents imports under free trade; the small triangle (Qd(T)−Qs(T)) represents imports with a tariff.
Subsidies
- Subsidies are payments to domestic producers to increase supply; aim to reduce production costs and expand domestic production.
- Effects:
- Increase domestic production and market share.
- Reduce domestic prices.
- Increase consumption.
- Involve government expenditure (tax implications).
- Potentially lower economic efficiency and misallocation of resources.
- Subsidy diagram (conceptual): shift in the domestic supply curve from S to S1 under a price Pw; with subsidy and no trade, production can rise to meet demand domestically; government expenditure equals subsidy times domestic production.
Domestic and global effects of protection
- Domestic effects: misallocation, economic inefficiency, less competition, slower innovation, lower productivity, slower growth.
- Global effects: less globalisation, smaller division of labour, less specialization, lower efficiency, greater self-sufficiency, export barriers for developing economies.
Trade blocs vs free trade agreements (FTAs)
- Trade bloc: group of countries with reduced protection against each other to varying degrees.
- Types of trading blocs:
- Preferential trade agreements
- Free trade agreements (FTAs)
- Customs unions
- Common markets
- Economic unions
- Monetary unions
- FTAs: reduce or eliminate protection against competition among member countries.
- Why sign FTAs or join blocs:
- Gain benefits of comparative advantage.
- Potential trade creation (increased trade).
- More countries in an FTA can improve efficiency; commitment to free trade helps resist domestic protectionism.
- Disadvantages of FTAs: trade diversion (importing from higher-cost producers within the bloc rather than the most efficient outside).
- More preferential/exclusionary agreements can cause trade diversion and reduce overall efficiency.
- FTAs can involve special interests shaping negotiations; sovereignty concerns and domestic policy implications.
Multilateral vs bilateral trade agreements
- Multilateral: between more than two countries.
- Bilateral: between two countries.
Examples of FTAs and blocs
- ASEAN (Multilateral FTA): formed 1967; members include Indonesia, Malaysia, Philippines, Singapore, Thailand, later Brunei, Vietnam, Laos, Myanmar, Cambodia. Aims to reduce tariffs to about 5% for most traded products.
- NAFTA/USMCA (multilateral FTA): NAFTA established 1992, effective 1994; USMCA replaced NAFTA (signed 2018, effective 2020).
- ANZCERTA (bilateral FTA): Australia–New Zealand Closer Economic Relations Trade Agreement, begun 1983; tariffs and import/export restrictions prohibited; includes agricultural products/services.
- EU: Monetary union and trade bloc with 28 members; features an economic union (free movement of goods, services, capital, labour) and a monetary union (Eurozone, 19 countries, Euro as currency; ECB conducts single monetary policy).
The WTO and GATT
- WTO: World Trade Organization (formed 1995; 164 members). Goals: open trade, reduce barriers, enforce rules, settle disputes, build capacity for trade.
- GATT: General Agreement on Tariffs and Trade (predecessor to the WTO; began 1947; focused on goods trade).
- How the WTO facilitates trade and globalisation:
- Negotiation rounds to reduce barriers and agree on rules.
- When rules are violated, disputes can be brought to the Dispute Settlement Body (DSB); if unresolved, other countries can impose trade sanctions.
- Members are encouraged to resolve issues informally first.
- The Doha Round (2001–present) focuses on developing-country access to markets, agricultural protection, environmental agreements, dumping rules, regional agreements, subsidies, trade facilitation, IP issues, and dispute settlement rules.
- WTO disputes: number has fallen by about half, indicating better compliance with rules.
- Developed economies are often complainants/respondents; developing countries have fewer cases.
- Access to dispute resolution can be limited for some; disputes often take longer to resolve.
- More effective with smaller countries; less effective with larger economies.
The IMF
- IMF: International Monetary Fund; aims to maintain international financial stability.
- Functions:
- Lends to distressed countries to prevent instability.
- Monitors the global economy and offers policy recommendations.
- Capacity building: helps build robust institutions.
- Lending scenarios: when countries face balance-of-payments problems, debt service issues, financial crises, or fiscal crises.
- Conditionality: lending is tied to structural adjustment policies.
- Effectiveness/criticisms: mixed; criticised for limited pre-crisis surveillance, uneven crisis lending, transparency concerns; recent lending trends show larger sums with fewer conditions and more precautionary/front-loaded lending to prepare for crises.
The World Bank
- Purpose: reduce global poverty by funding development projects in developing countries.
- Goals by 2030: end extreme poverty (people living on <$1.90/day to no more than 3%) and promote shared prosperity by raising the income growth of the bottom 40% in every country.
- Activities: low-interest loans/grants for education, health, public administration, infrastructure, financial/private sector development, agriculture, environment, resource management; policy advice, analysis, and technical assistance.
- Initiatives: Heavily Indebted Poor Countries (HIPC) Initiative reduced debt by about $100 billion.
The United Nations and its bodies
- UN: aims to improve peace/security, environment, sustainable development, human rights, health, governance, international law, and more.
- General Assembly: forum for member views.
- Security Council: 15 members; can authorize sanctions to discourage aggression.
- ECOSOC (Economic and Social Council): coordinates global efforts toward internationally agreed goals and includes environmental and development concerns.
The OECD
- Organisation for Economic Cooperation and Development (OECD): 36 member countries; established 1960 to promote economic prosperity.
- Functions: provide policy ideas, statistics, analyses, and advice; fill informational gaps; promote market-friendly, pro-globalisation perspectives.
- OECD role in policy coordination; example: expansionary macroeconomic response to the 2007–09 global financial crisis.
Government forums: G20 and G7/8
- G20: 19 countries plus the EU; hosts meet annually; focus on macroeconomics and trade; discussions include broader issues (climate, health, etc.).
- G7/8: Group of seven countries (Canada, France, Germany, Italy, Japan, UK, USA) and the EU; focus on macroeconomic issues and broader concerns like climate change.
Economic growth and development
- Economic growth: increase in the volume of goods/services produced in an economy over time; measured by real GDP growth; achieved via higher productivity and greater use of production factors.
- Economic development: broader than growth; structural change, infrastructure, governance and institutions, social change, material living standards, and quality of life improvements.
- Income and wealth measures:
- Real GNI: real GDP plus net income receipts.
- PPP adjustments help compare living standards across countries.
- Gini Coefficient: a measure of income/wealth distribution; 0 = complete equality, 1 = complete concentration of income/wealth.
- Global wealth inequality is greater than global income inequality.
Human Development and SDGs
- HDI (Human Development Index): major indicator of development; combines income per capita, education, and health.
- Indicators include educational attainment (average years of schooling for 25-year-olds and expected years of schooling for children), life expectancy at birth, and GNI per capita.
- HDI ranges from 0 to 1.
- The 17 Sustainable Development Goals (SDGs) adopted in 2015 by the United Nations are key development targets.
Levels of development and causes of lack of development
- Least-developed country (LDC): low-income with severe structural impediments to sustainable development.
- Causes of lack of development include:
- State capacity (government revenue, public goods, governance).
- Weak governments; conflict and crime reduce investment incentives.
- Institutions: property rights and contract enforcement.
- Malaria and health burdens inhibit savings and investment (income trap).
- Low incomes; limited savings for investment.
- Culture and economic policies (protectionism, socialism, overregulation, taxation levels).
- Geography: ports vs landlocked can affect growth; alignment with national/cultural identities can influence socio-political stability.
- Lack of saving, infrastructure, capital formation, and natural resources; resource curse risks with poor institutions.
- Human capital deficiencies (health and education).
Premature deindustrialisation and the middle-income trap
- Premature deindustrialisation: shift away from manufacturing too early, reducing productivity gains from manufacturing.
- Transition to services early in development may hinder long-run development prospects.
- The middle-income trap: risk of failing to transition to advanced economy status due to low manufacturing share and limited productivity gains.
Globalisation's effects on trade, investment, and TNCs
- Globalisation generally increases trade and financial flows; world investment has grown with technology and openness.
- TNCs: over 100,000 TNCs; about one-third of global exports and about a quarter of value-added originate from TNCs.
Globalisation and environmental sustainability
- Environmental sustainability has worsened with globalization as production shifts to countries with lower environmental standards.
- Developing countries tend to have lower environmental standards; advanced economies often have higher standards.
- The environmental Kuznets Curve suggests wealthier countries can achieve better environmental quality as they have more resources to invest in environmental protection.
- Dematerialisation in advanced economies: increased output with less material use per unit of production; shift from manufacturing to services reduces material intensity.
- Globalisation can place strain on natural resources due to higher growth, even with dematerialisation.
Globalisation and the international business cycle
- Globalisation enhances the international business cycle through increased interdependence in trade, investment, and financial flows, which can synchronise growth rates.
- It can boost growth via higher export demand and investment, particularly in developing countries with larger export markets.
- However, it also transmits shocks across borders, potentially causing downturns or recessions in connected economies (e.g., global slowdown due to a crisis such as a pandemic impacting demand and trade).