GMS 522- CLASS 3---Global Marketing: Trade and Protectionism
Course Structure Overview
First Half: Focuses on the external environment – factors marketers cannot control:
Culture
Trade
Economic environment
Political environment
Second Half: Focuses on controllable factors:
Entry mode into a country
Strategy within the host country
Labs: Expected to start soon, with announcements and Zoom links posted on D12.
The Significance of International Trade
Access to a Wider Range of Products: Allows consumers access to goods not produced domestically (e.g., bananas year-round in Canada, while maple syrup is exported).
Source of Government Revenue: Tariffs (taxes on imports/exports) provide funds for public services like schools and hospitals.
Key Trade Definitions
Exports: Products produced in the home country and sold abroad.
Imports: Products brought into the home country from abroad.
Trade Surplus: Occurs when exports are greater than imports (a positive number).
Trade Deficit: Occurs when imports are greater than exports (a negative number).
National Dependence on International Trade
Canada: Approximately 51\% of its Gross Domestic Product (GDP) comes from international trade.
Germany: Approximately 67\% of its GDP comes from international trade.
United States: Only 9\% of its GDP comes from international trade, indicating far less dependence on other countries compared to Canada or Germany.
Canadian Export Reliance on the United States
Significant Concentration: 79\% of all Canadian exports go to the United States.
Implications: This high reliance creates vulnerability if the relationship deteriorates.
Counter-Argument: Canada benefits from proximity to the "richest, most powerful country on the planet."
Reasons for Reliance (Decades-long trend):
Geographic Proximity: Easy and inexpensive transportation (e.g., driving trucks from Toronto south).
Economic Attraction: The US is a rich and attractive market for consumers and businesses.
Similar Political Systems: Generally similar governmental structures, despite recent "wonkiness."
The US-Canada-Mexico Trade Relationship under Trump 1.0/2.0
NAFTA Renegotiation: Former President Trump declared NAFTA (North American Free Trade Agreement) the "worst trade agreement ever" and threatened to withdraw.
USMCA (United States-Canada-Mexico Agreement): Replaced NAFTA after renegotiations during Trump's first term. However, upon returning to the White House (hypothetical Trump 2.0), he again deemed USMCA "bad" and "unfair."
Trump's Reciprocal Tariffs (Initial Phase):
Threatened a 25\% tariff on all products not compliant with specified USMCA rules.
USMCA Compliance Rules: To be compliant, a product must be:
Wholly manufactured in Canada, the US, or Mexico.
Use raw materials sourced from these three countries.
Involve substantial manufacturing or value-add within a USMCA country if raw materials are from outside.
Additional proposed tariffs:
35\% on all non-compliant products.
10\% on energy and critical materials.
50\% on steel and aluminum imports into the US.
Unilateral Action: These tariffs were imposed on Canada unilaterally, despite USMCA technically still being in effect, effectively "ripping up the agreement."
"Liberation Day" and the International Emergency Economic Powers Act (IEPA)
Announcement: In April, Trump announced reciprocal tariffs on nearly every country, citing Section 232 of the Trade Expansion Act of 1962 (implied by the "national emergency" claim) for national security reasons.
Presidential Authority Challenge: Traditionally, Congress holds the authority to impose tariffs, not the President.
IEPA Justification: Trump claimed a "national emergency" based on:
The US trade deficit.
Drug (fentanyl) smuggling into the US.
Critique of Justification: This claim was deemed "bogus" as drug smuggling has always existed, and fentanyl from Canada is only a small fraction (1\%) of all fentanyl entering the US.
Flaws in the Reciprocal Tariff Structure
Inflated Numbers: The White House presented inaccurate tariff rates supposedly charged by other countries (e.g., claimed EU charged US 39\% when actual was 3\%).
Exclusion of Services: The trade deficit calculation only included physical products, not services. If services were included, the US often has a trade surplus with many countries.
Non-Reciprocal Formula: The proposed formula was not truly reciprocal. It linked tariffs to the magnitude of a country's trade deficit with the US:
A wider trade deficit with the US meant higher tariffs imposed by the US on that country.
The actual tariffs charged by those countries to the US were not a factor in the calculation.
Ethical/Practical Implications: Such actions, based on distorted data, create global trade instability and mistrust.
International Reactions and Outcomes
Global Response: Most countries, according to the speaker, resorted to "begging" the Trump administration to avoid tariffs.
China's Hardball Strategy:
Did not send representatives to "beg."
Engaged in a "war of tariffs," leading to:
US tariffs of 145\% on Chinese goods.
Chinese tariffs of 125\% on US goods.
Outcome: Trade effectively ceased at these levels, as profitability became impossible.
Domestic Pressure: Major US retailers (Walmart, Costco) warned Trump of empty shelves by Christmas, given the reliance on "Made in China" products.
Negotiation Venue: China insisted on meeting in a neutral third country (e.g., Switzerland, Spain), refusing to be "humiliated" in Washington.
Lack of Agreement: Despite US announcements of an agreement (with proposed baseline tariffs of US 30\% on China, China 10\% on US), China denied a full agreement, stating it was merely a "framework to continue discussing."
Canada's Retaliation:
One of the few countries to "fight back," understanding US dependence on Canadian exports (energy, steel, aluminum).
Threatened 25\% tariffs on 30 \text{ billion dollars} of selected US imports (targeting products important to Republican states that voted for Trump).
Further threat of 25\% tariffs on 155 \text{ billion dollars} of US imports if the dispute wasn't settled.
Synchronized Tariffs: Canada's retaliatory tariffs went into effect on the same day as the US tariffs against Canada.
Canadian Public Sentiment:
Trump's "51st state" rhetoric and disrespectful comments towards Canadian former Prime Minister Trudeau were "very disturbing."
Evoked "economic patriotism" and a desire for sovereignty.
Led to boycotts of American products (e.g., at LCBO), reduced travel to the US, and general anger among Canadians.
Concerns about the US becoming "more and more authoritarian" (e.g., ICE agents).
Legal Challenges to Trump's Tariffs
Illegality: Judicial challenges argued that presidential tariffs were illegal, as tariff authority rests with Congress.
Court Rulings: Washington D.C. District Court ruled tariffs illegal and that IEPA was not designed for trade/tariff issues.
Supreme Court Appeal: Trump appealed to the Supreme Court, seeking an expedited decision (expected by November/December).
Predicted Outcome: The speaker predicts Trump will lose due to insufficient justification (e.g., fentanyl being 1\% from Canada).
Financial Ramifications: If courts rule against the administration, an estimated 500 \text{ billion to } 700 \text{ billion dollars} in tariff money (plus interest) would have to be repaid to importers, which the administration would "fight like hell" to avoid.
Governance of International Trade
Two Levels:
National Governments: Implement their own trade policies.
Supranational Organizations: (e.g., WTO - World Trade Organization) involved in managing international trade globally.
Protectionism: Definition and Examples
Definition: Measures adopted by national governments to unduly restrict trade and investment.
Key Distinction: The restriction must be "undue," meaning without a legitimate cause.
Non-Examples of Protectionism (Legitimate Restrictions):
Chinese Toys with Lead Paint: US ban and recall due to severe health risks (e.g., brain damage in children). This is legitimate protection of citizens' health.
US Spinach with E. Coli: Canadian ban due to contamination causing illness and deaths. This is a legitimate health safety measure.
Debatable Example: Google in China:
Google sought to enter the massive Chinese internet market (billion users), requiring local servers due to China's "Great Firewall."
Chinese government demanded censorship of search results (e.g., no content on overthrowing the CCP).
Google refused and was forced to leave.
Argument against Protectionism: The Chinese government applies censorship to all firms (foreign and domestic, e.g., Tencent, Baidu), monitoring and removing content deemed harmful. They also harass and close down domestic ride-share, online education, and casino companies. Therefore, it's not targeting foreigners but a general stance against private sector players and perceived threats.
Controversial Example: TikTok in the US:
Concern: TikTok (owned by a Chinese company) was deemed a national security risk due to concerns about user data being sent to the Chinese Communist Party.
Response: Trump attempted to force a sale of TikTok to an American firm (e.g., Oracle, Walmart, Meta, Google, Apple).
Congressional Hearing: TikTok CEO testified in March '23, facing harsh scrutiny regarding content differences between North America (silly dances) and China (educational/aspirational) and data security.
Government Bans: Canada and the US banned TikTok from government-issued devices. Many US universities also ban it.
Recent Developments: Trump Administration (hypothetically 2.0) announced a "framework agreement" for ownership transfer to an American firm, with details to be announced. Questions remain about data storage and algorithm transfer.Debate: Whether this constitutes protectionism is open to different opinions.
Tools of Protectionism
1. Tariffs
Definition: A tax on a product that is traded internationally.
Burden: Ultimately paid by the consumer.
Importer pays the tariff (30\% extra on market value).
Cost is passed to the consumer (even if manufacturer reduces margin slightly).
(e.g., 35\% tariff on Canadian goods means US consumers pay more, with revenue going to the US government).
Types of Tariffs:
Export Tariff: Tax on products leaving a country.
Transit Tariff: Tax on products passing through a country (e.g., Canadian goods to Mexico via US).
Import Tariff: Tax on products entering a country (most common).
Calculation Methods:
Ad Valorem Tariff: A percentage of the product's value (e.g., 10\%).
Specific Tariff: A fixed dollar amount per unit (e.g., 10 \text{ dollars per ton}).
Compound Tariff: A combination of ad valorem and specific tariffs (e.g., 10\% on the first 100,000 \text{ tons} and then 2 \text{ dollars per ton} over that amount).
Impact of Tariffs (Negative):
Higher Consumer Prices: Importers pass costs to consumers.
Reduced Purchasing Power: Consumers have less disposable income (e.g., higher car prices from steel/aluminum tariffs mean less money for vacations).
Reduced Manufacturer Profits: Higher raw material costs cut into profits, leading to falling stock prices.
Negative Labor Market Impact: Reduced profits lead to layoffs, difficulty finding jobs for young people, and reduced consumer spending, causing further layoffs.
Supply Chain Disruption: Forces companies to reconfigure efficient, long-established supply chains (e.g., Apple moving from China to India).
Business Uncertainty: Lack of clarity on raw material costs and consumer prices deters investment and reduces economic activity.
Retaliation: Trading partners impose their own tariffs, creating a cycle of trade wars.
Historical Context: Efforts since the 1940s (GATT, WTO) focused on reducing tariffs globally; current trend is a reversal.
2. Quotas
Definition: A quantitative restriction or limit on the amount of a foreign product that can enter a country.
Purpose: Protect domestic firms by ensuring they have a larger market share.
Classification: Considered a non-tariff barrier.
Types of Quotas:
Absolute Quota: A strict limit imposed by the importing government on how much of a product can enter.
An embargo is an absolute quota set to zero (no product can enter).
Voluntary Export Restriction (VER) / Voluntary Export Restraint: The exporting country voluntarily limits its exports to another country, often to avoid harsher mandatory restrictions (e.g., China limiting textile exports to the EU to prevent EU-imposed quotas).
3. Exchange Controls
Definition: Government measures to limit the amount of foreign exchange available to importers.
Mechanism: Since exporters prefer to be paid in hard currencies (e.g., USD, not pesos), limiting access to foreign exchange effectively restricts a country's ability to import products, thus acting as a protectionist barrier.
4. Market Entry Barriers (e.g., Japan's Keiretsu System)
Description: A system of tightly networked corporations (retailers, distributors, banks, wholesalers) that are interconnected through ownership and board memberships.
Impact: Makes it very difficult for foreign products to enter the Japanese market unless the Keiretsu system explicitly allows it.
5. Product Standards
Description: Governments impose strict, often discriminatory, standards on imported products.
Example: Taiwan subjecting imported fruit juices to over 100 purity tests, while not applying the same rigorous testing to local juices, effectively frustrating and discouraging foreign suppliers.
6. Investment Barriers
Description: Government policies that limit or ban foreign investment in certain sectors.
Example: Canada, despite being open, restricts foreign ownership in critical sectors such as telecommunications, financial services (e.g., Royal Bank of Canada), and energy, protecting them from foreign acquisition.
Arguments for Protectionism
Infant Industry Argument: Governments should protect newly developing domestic industries from foreign competition to allow them to grow and become globally competitive. (Counter-argument: competition often strengthens companies).
Employment Argument: Protecting domestic industries saves jobs, which is a powerful political argument, especially since employees are also voters.
National Security Argument: Restricting foreign products or firms to protect national security. This argument gained significant traction after events like 9/11.
International Trade Theories (Brief Overview)
Heckscher-Ohlin (H-O) Theory: International trade is driven by differences in factor endowments (e.g., labor, capital) among countries.
Main Idea: A country will export products that intensely use its most abundant factor of production and import products that intensely use its least abundant factor of production.
Examples: India (abundant labor) exports labor-intensive products like handmade carpets; Germany (abundant capital) exports capital-intensive products.
Product Life Cycle Theory (Vernon): A straightforward theory found in textbooks, suggesting products evolve through stages impacting international trade patterns.