viernes, junio 22, 2007

Un viejo tema que cada tanto vuelve

Hace no mucho tiempo un gran amigo me dijo: ¡Me tenés podrido con los términos del intercambio! Lógicamente es un gran amigo lector del blog, no es que hablo de estas cosas en las cenas con ellos.

Desde entonces escribí menos, quizás hasta sin darme cuenta. Pero tampoco escribí taaanto del tema...

Pero el tema es fundamental. Entender el proceso, comprender la tendencia de largo plazo, los ciclos de corto, y la dinámica esperada, debería definir buena parte de las políticas públicas.

En este caso focalizo en precios de productos electrónicos que importa y exporta Estados Unidos, fuente UNCTAD.
Productos que parecen de muy alta tecnología, innovadores y de demanda de empleo de calificación top, en realidad es todo eso sólo cuando se los "inventa" y diseña. Luego los producen los países con abundancia relativa de trabajo, de baja calificación, casi emulando un sistema de maquila, quienes terminan perjudicados por la misma dinámica de los términos del intercambio.

Etiquetas:

17 Comentarios:

At 8:15 p. m., Blogger ayjblog said...

muy bueno abuelo

y es exactamente asi, tan asi que los fondos de inversion financian las fab labs con un ciclo de vida de no mas de 3/5 años, donde la leyy de Moore da otra vuelta y torna obsoletas esas fabricas
y un detalle de color, si vio la pelicula de acoso sexual (la de Demi Moore y Michael Douglas) era exactamente asi como funciona

si , ya se , son detalles, pero hacia a la trama tambien

 
At 9:45 p. m., Blogger Abuelo Económico said...

Ayj, me dieron ganas de volver a ver la película. La vi hace mucho y no lo recuerdo, interesante.

 
At 12:28 p. m., Blogger cansarnoso said...

y mucho pasto para el debate stooge sobre las tarifas telefónicas

 
At 8:54 p. m., Blogger Gustavo said...

Relacionado: Este corto artículo hablan de la "Smile Curve" de Stan Shih, un economista asiático que describe el fenómeno que vos decís en y en su modelo las etapas de I&D y de comercialización en los países desarrollados son las que mayor valor agregan al producto, mientras que en la manufactura los países asiáticos con su mano de obra barata compiten entre sí manteniendo los precios bajos. Conclusión: el conocimiento agrega más valor que la manufactura.
Interesante, no se aplica a todos los productos pero tiene mucho sentido en la industria de la tecnología.
http://www.madeintaiwan.tv/blog/?p=10

 
At 4:51 p. m., Blogger Abuelo Económico said...

gracias por el comentario Gustavo.
Saludos

 
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