Repensando las Cadenas Globales de Valor en América Latina bajo el COVID 19: Desafíos y Oportunidades para las Empresas Exportadoras

Main Article Content

Maritza Sotomayor https://orcid.org/0000-0002-9905-728X
Miguel Cordova https://orcid.org/0000-0002-1010-8803

Keywords

COVID-19, CGV, América Latina, integración regional , mercados emergentes, economías emergentes

Resumen

Este artículo examina el debate sobre integración regional y Cadenas Globales de Valor (CGV) en América Latina y los desafíos y oportunidades que una integración más profunda tendría para las empresas exportadoras. La región latinoamericana estaba participando progresivamente en estos sistemas económicos integrados cuando llegó el COVID 19. La pandemia ha puesto de manifiesto debilidades en su participación debido a varios factores, incluida su dependencia de centros extrarregionales. Sin embargo, la disrupción ha traído de vuelta la necesidad de considerar las ventajas de las CGV latinoamericanas que mejorarían la resiliencia y el desempeño de las empresas regionales. La revisión muestra algunos beneficios al llevar a cabo una integración regional orientada a las CGV, similar a los países asiáticos y europeos. Sin embargo, lograr el mismo nivel de CGV regional no está exento de desafíos para las empresas, los gobiernos y las instituciones. Este artículo examina estas alternativas en el contexto de una crisis económica y sanitaria.

Descargas

Los datos de descargas todavía no están disponibles.
Abstract 1195 | pdf (English) Downloads 0

Referencias

Amar, A., and Torchinsky, M. (2019). Cadenas regionales de valor en América del Sur. CEPAL Documentos de Proyectos (LC/TS.2019/92). https://www.cepal.org/es/publicaciones/45002-cadenas-regionales-valor-america-sur

Antras, P. (2020). De-globalization? Global Value Chains in the post-COVID-19 age. NBER Working Paper 28115 http://www.nber.org/papers/w28115

Arriola, C., Guilloux-Nefussi, S., Koh, S., Kowalski, P., Rusticelli, E., and Van Tongeren, F. (2020). Efficiency and risks in global value chains in the context of COVID-19. OECD Economics Department Working Papers 1637. https://dx.doi.org/10.1787/3e4b7ecf-en

Assamoi, G.R., Wang, S., Gnangoin, B., and Edjoukou, A.J. (2019). Foreign Inputs and Changes in Domestic Value Added Exports: Empirical Evidence from Latin American Countries. International Journal of Economics and Financial Issues, Econjournals, 9(3), 244-251.

Azevedo, G., Carneiro, J., Rodriguez, C., and Gonzalez-Perez, M.A. (2020). Rebalancing society: Learning from the experience of Latin American progressive leaders. Journal of Business Research, 119, 511-521. https://doi.org/10.1016/j.jbusres.2020.08.007

Bamber, P., and Frederick, S. (2018). Central America in manufacturing global value chains. 2005–2015. https://gvcc.duke.edu/cggclisting/central-america-in-manufacturing-global-value-chains-gvcs/

Banacloche, S., Cadarso, M., and Monsalve, F. (2020). Implications of measuring value added in exports with a regional input-output table. A case of study in South America. Structural Change and Economic Dynamics, 52, 130-140.

Barcena, A., and Cimoli, M. (2020) Asimetrías estructurales y crisis sanitaria: el imperativo de una recuperación transformadora para el desarrollo sostenible en América Latina y el Caribe. CEPAL Review 132, 17-46. http://hdl.handle.net/11362/46822

Beaton, K., Cebotari, A., Ding, X., & Komaromi, A. (2017). Trade Integration in Latin America: A Network Perspective. IMF Working Papers, 17(148), 1. https://doi.org/10.5089/9781484303665.001

Biglaiser, G., and DeRouen, K. (2006) Economic Reforms and Inflows of Foreign Direct Investment in Latin America. Latin American Research Review, 41(1), 51-75. https://www.jstor.org/stable/3662784

Blyde, J. S. (2014). Synchronized Factories. Latin America and the Caribbean in the Era of Global Value Chains. https://doi.org/10.1007/978-3-319-09991-0

Blyde, J and Trachtenberg, D. (2020). Global value chains and Latin America: a technical note. IDB Technical Note; 1853 http://dx.doi.org/10.18235/0002155

Bonadio, B., Huo, Z., Levchenko, A., and Pandalai-Nayar, P. (2020). The role of the global supply chains in the COVID-19 pandemic and beyond. UNIDO. Industrial Analytics Platform. https://iap.unido.org/articles/role-global-supply-chains-covid-19-pandemic-and-beyond

Bown, C., Lederman, D., Pienknagura, S., and Robertson, R. (2017). Better Neighbors Toward a Renewal of Economic Integration in Latin America. International Bank for Reconstruction and Development / The World Bank. https://openknowledge.worldbank.org/handle/10986/25736

Cadestin, C., Gourdon J. and Kowalski P. (2016). Participation in Global Value Chains in Latin America: Implications for Trade and Trade-Related Policy. OECD Trade Policy Papers, No. 192, OECD Publishing, Paris. http://dx.doi.org/10.1787/5jlpq80ts8f2-en

Capik, P., and Dej, M. (2018). Relocation of Economic Activity: Contemporary Theory and Practice in Local, Regional and Global Perspectives. Springer. https://doi.org/10.1007/978-3-319-92282-9

CEPAL (2021) Treinta años del MERCOSUR: en busca de una estrategia exportadora exitosa”, Boletín de Comercio Exterior del MERCOSUR, Nº 4 (LC/TS.2021/93) https://www.cepal.org/es/taxonomy/term/8324/54380

Cordova, M. and Taquía, O. (2018). Llegando últimos: La situación de los servicios logísticos en Perú, riesgos y oportunidades. Notas Académicas PUCP. https://repositorio.pucp.edu.pe/index/handle/123456789/133286

Cottani, J. (2020). The Effects of Covid-19 on Latin America's Economy, Center for Strategic and International Studies (CSIS) URL: https://www.jstor.org/stable/resrep26999

D'Aguanno, L., Davies, O., Dogan, A., Freeman, R., Lloyd, S., Reinhardt, D., Sajedi, R., and Zymek, R. (2021). Global value chains, volatility and safe openness: is trade a double-edged sword? Bank of England Financial Stability Paper No. 46.

https://www.bankofengland.co.uk/financial-stability-paper/2021/global-value-chains-volatility-and-safe-openness-is-trade-a-double-edged-sword

De Groot, O. (2018). Inversión extranjera directa y su papel en el desarrollo económico. In Dussel-Peters (ed) Cadenas globales de valor. Metodología, teoría y debates, pp. 111-134.

Duran, J. and Zaclicever, D. (2013). América Latina y el Caribe en las cadenas internacionales de valor. CEPAL – Serie Comercio Internacional N° 124. https://www.cepal.org/es/publicaciones/35879-america-latina-caribe-cadenas-internacionales-valor

Dussel-Peters, E. (2018). Cadenas globales de valor. Metodología, teoría y debates. Universidad Autonoma de Mexico. https://dusselpeters.com/127.pdf

ECLAC (2020a). Latin America and the Caribbean and the COVID-19 pandemic: Economic and social effects. Special Report COVID 19 No. 1. https://repositorio.cepal.org/bitstream/handle/11362/45351/6/S2000263_en.pdf

ECLAC (2020b). Political and social compacts for equality and sustainable development in Latin America and the Caribbean in the post-COVID-19 recovery. https://repositorio.cepal.org/bitstream/handle/11362/46146/1/S2000672_en.pdf

ECLAC (2020c). Addressing the growing impact of COVID-19 with a view to reactivation with equality: new projections. https://repositorio.cepal.org/bitstream/handle/11362/45784/4/S2000470_en.pdf

ECLAC (2020d). The effects of the coronavirus disease (COVID-19) pandemic on international trade and logistics. https://repositorio.cepal.org/bitstream/handle/11362/45878/1/S2000496_en.pdf

Estevadeordal, A., and Blyde, J.S. (2016). La elusiva búsqueda de una mayor integración productiva en América Latina y el Caribe. In CEPAL-Instituto Lula-BID-CAF Desarrollo e Integración de América Latina, Chapter III, 69-96.

Estrada, C., Rubio, J., and Calderon, V. (2016). Cadenas globales de valor. Un modelo para la integración de las empresas Mexicanas. PROMEXICO. Secretaría de Economía.

Franz, T. (2020). Spatial fixes and switching crises in the times of COVID-19: implications for commodity-producing economies in Latin America. Canadian Journal of Development Studies/Revue Canadienne d'études du développement, https://doi.org/10.1080/02255189.2020.1832881

Fuerst, S. (2010) Global Value Chains and Local Cluster Development: A Perspective on Domestic Small Enterprises in the 3D-Animation Industry in Colombia. AD-Minister, 16: 89-102. https://publicaciones.eafit.edu.co/index.php/administer/article/view/186

Fugazza, M. (2020). Impact of the COVID-19 pandemic on commodities exports to China. In UNCTAD Research Paper 44 (Issue April). https://doi.org/10.1038/s41581-020-00336-9

Gereffi, G., Frederick, S., and Bamber, P. (2019). Diverse paths of upgrading in high-tech manufacturing: Costa Rica in the electronics and medical devices global value chains. Transnational Corporations, 26(1), 1-29. https://doi.org/10.18356/86211a29-en

Gopinath, G. (2020). Sluggish Global Growth Calls for Supportive Policies. IMF Blog. Insight & Analysis on Economics and Finance. https://blogs.imf.org/2019/07/23/

Hernandez, R., Martinez-Piva, J. M., and Mulder, N. (2014). Global value chains and world trade. Prospects and challenges for Latin America. In the Elgar Companion to Innovation and Knowledge Creation. https://doi.org/10.4337/9781782548522.00058

Hevia, C., and Neumeyer (2020) A conceptual framework for analyzing the economic impact of COVID-19 and its policy implications. UNDP LAC C19 PDS No. March 1.

Hou, Y. (2019). Latin American Growth and Exports to China. International Economic Journal, 33(3), 537-559.

Horner, R., & Alford, M. (2019). The roles of the state in global value chains. In S. Ponte, G. Gereffi, & G. Raj-Reichert (Eds.), Handbook on Global Value Chains (pp. 555–569). Edward Elgar Publishing. https://doi.org/10.4337/9781788113779.00044

IMF (2020). The Great Lockdown World Economic Outlook, 1 (April), 1–37. https://blogs.imf.org/2019/07/23/sluggish-global-growth-calls-for-supportive-policies/

Ignatenko, A., Raei, F., and Mircheva, B. (2018). Global value chains: What are the benefits and why do countries participate? IMF Working Paper. WP/19/18.

Jenkins, R. (2011). The "China effect" on commodity prices and Latin American export earnings. CEPAL Review, 103, 73-87.

Jenkins, R. (2018). How China is Reshaping the Global Economy: Development Impacts in Africa and Latin America. Oxford University Press. https://doi.org/10.1093/oso/9780198738510.001.0001

Li, X., Meng, B., & Wang, Z. (2019). Recent patterns of global production and GVC participation. Global Value Chain Development Report 2019, 9–43. https://doi.org/10.30875/6aa1a271-en

Loayza, N. (2020). Smart containment and mitigation measures to confront the COVID-19 pandemic: Tailoring the pandemic response to the realities of developing countries. https://blogs.worldbank.org/developmenttalk/smart-containment-and-mitigation-measures-confront-covid-19-pandemic-tailoring

Lopez, J., and Morales-Fajardo, M. (2018). Engagement to Global Production Networks in Southeast Asia: Prospects for Technology Upgrade and Lessons for Latin America. Analysis, 7(3), 21-963.

Martins, J. J. and Imori, D. (2014) Brazilian role in the global value chains. Working Papers, Department of Economics 2014_24, University of Sao Paulo (FEA-USP).

McKinsey Global Institute. (2020) Risk, resilience, and rebalancing in global value chains. August. https://www.mckinsey.com/business-functions/operations/our-insights/risk-resilience-and-rebalancing-in-global-value-chains

Meng, B., Xiao, H., Ye, J., & Li, S. (2019). Are global value chains truly global? A new perspective based on the measure of trade in value-added. IDE -JETRO Discussion Paper, 736, 1–31. https://www.ide.go.jp/English/Publish/Download/Dp/736.html

Mohieldin, M. and Shehata, M. (2021) The SDGs as an operational framework for post-Covid-19 response and recovery. AD-Minister, 38: 5-42. DOI: https://doi.org/10.17230/Ad-minister.38.1

Montalbano, P., Nenci, S., and Pietrobelli, C. (2018). Opening and linking up: firms, GVCs, and productivity in Latin America. Small Business Economics, 50(4), 917–935.

Narula, R. (2020). Policy opportunities and challenges from the COVID-19 pandemic for economies with large informal sectors. Journal of International Business Policy, 3, 302-310.

Ndubuisi, G., and Owusu, S. (2020). How important is GVC participation to export upgrading? Maastricht Economic and social Research institute on Innovation and Technology (UNU‐MERIT) #2020-026.

Nixon, S. (2020). Global integration is more important than ever to contain the economic and health fallout and exit the COVID-19 pandemic crisis. Research & Policy Briefs from the World Bank Malaysia Hub 37. https://openknowledge.worldbank.org/handle/10986/34394

Ocampo, J.A. (2020) La crisis del COVID-19 de América Latina con una perspectiva histórica. CEPAL Review, 132, 47-65. http://hdl.handle.net/11362/46823

OECD. (2021). COVID-19 in Latin America and the Caribbean: Regional socio-economic implications and policy priorities. https://www.oecd.org/coronavirus/policy-responses/covid-19-in-latin-america-and-the-caribbean-regional-socio-economic-implications-and-policy-priorities-93a64fde/

Perez-Batres, L.A., and Treviño, L.J. (2020). Global supply chains in response to COVID-19: Adopting a real options mindset. AIB Insights, 20(3). https://doi.org/10.46697/001c.17884

Prieto, G. (2018). Cadenas de valor en la Alianza del Pacífico: Posibilidades de inserción internacional para el desarrollo productivo. In E. Pastrana. (Ed.), La Alianza del Pacífico: ¿atrapada en el péndulo del regionalismo y del interregionalismo? (pp.247-278). Bogotá: Opciones Gráficas Editores.

Rodrik, D. (2018). New Technologies, Global Value Chains, and the Developing Economies, CESifo Working Paper, No. 7307, Center for Economic Studies and Ifo Institute (CESifo), Munich. https://drodrik.scholar.harvard.edu/files/dani-rodrik/files/new_technologies_global_value_chains_developing_economies.pdf

Seric, A., Görg, H., Mösle, S., & Windisch, M. (2020). Managing COVID-19: How the pandemic disrupts global value chains. Industrial Analytics Platform. https://iap.unido.org/articles/managing-covid-19-how-pandemic-disrupts-global-value-chains

Sotomayor, M., and Barajas-Escamilla, R (2020) Global Manufacturing Production: An Analysis and Determinants for Mexico's Trade in Value-Added. Journal of International Applied Economics, 17(2), 30-49.

Sturgeon, T., Gereffi, G., Guinn, A.C., and Zylberberg, E. (2013). Brazil in Global Value Chains: Implications for Trade and Industrial Policy. https://citeseerx.ist.psu.edu/viewdoc/download?doi=10.1.1.447.8436&rep=rep1&type=pdf

Taglioni, D., and Winkler, D. (2016). Making Global Value Chains Work for Development. International Bank for Reconstruction and Development / The World Bank.

Tello, M. (2017). Cadenas de globales de valor y exportaciones en recursos naturales de América Latina y el Caribe 1994-2011 (IDB-TN-1241; Instituto Para La Integracion de America y El Caribe (INTAL)).

Timmer, M. P., Los, B., Stehrer, R., and de Vries, G. (2016). An Anatomy of the Global Trade Slowdown based on the WIOD 2016 Release, December. http://www.ggdc.net/publications/memorandum/gd162.pdf