Tuesday, 6 October 2015

Freer trade and poverty reduction may be the same story

The close timing of two of the world’s most important news stories of the year seems almost too good to be coincidental. I believe they are connected and hold lessons for Canada.

In the past few days, 12 nations — including Canada — signed an agreement to form the Trans Pacific Trade Partnership, creating the second largest trading bloc in the world (after the European Union). Trade barriers will fall in the coming years, opening markets to global competition that till now have been been protected by restrictive tariffs.

Also in the past few days, the World Bank announced that for the first time in history, the number of people living in extreme poverty is expected to drop below 10 per cent of total world population. Their report flags some significant numbers: in 1990, more than a third of the world subsisted on less than US $1.25 a day; today, a new accounting system adjusted the rate to $1.90/day, but while global population has risen, the portion living below that line has dropped from the 1990 level of 1.95 billion people, to 702 million today.

Jim Yong Kim, president of the World Bank Group calls it the “best story in the world today.” In 2013, shortly after Kim became president, the World Bank adopted two goals. One was the eradication of extreme poverty by 2030; the other was to boost the rate of the globe’s shared wealth, by raising the incomes of the world’s bottom 40 per cent.

Where were the greatest gains made? In two nations that were taking away a lot of North American manufacturing jobs: China and India. Where were the poorest gains made? In countries that have less manufacturing and which are mostly reliant on natural resource exports.

Makes you think, doesn’t it?

My reading of the coverage of this report finds little or no mention of their second goal, but I can’t help imagining that increasing the wages of the bottom half of workers created conditions that elevated the incomes of the poorest of the poor. This wasn’t charity alone, it’s business.

Consider India, which still has the world’s largest population living on less than $1.90 a day. The Times of India had trouble reporting the World Bank’s story because of this. Which is more significant: that the greatest gains since 1990 in eliminating extreme poverty were made in India (the lowest population percentage of countries with the largest numbers of very poor people), but while it brought millions out of extreme poverty, India just happens to have a very large population. So the number of those in extreme poverty in India is still the lion’s share of the Asian group of countries.

Or China. In 1990, the Chinese tiger was just discovering its potential. Two decades since of hyper-fast urbanization has fed an army of newly-educated workers into their factories to produce stuff at a fraction of the wages being paid in the wealthy West.

Good news? Bad news? Depends on whether you were dirt poor in China before you got a job making auto parts, or were paying down a big mortgage in Canada before you got laid off doing the same thing.

My point is we need perspective. Canada lost jobs and a fair amount of economic potential when the BRICs stole away much of our manufacturing sector. But if we only look at our losses, we miss a bigger picture.

The world is a better place with fewer really poor people in it. Rather than moaning about businesses relocating their manufacturing to low-wage India, China or other developing countries, we may need to adjust our sights as to what our own income expectations are. Our middle-class salad days may be behind us — we need to start competing again.

One way to do that is to level the playing field between nations in how we conduct international trade. Developing countries discovered that a good way to treat wealthy neighbours was to sell them stuff — including their labour.

If wealth were more evenly distributed, perhaps we could begin to do the same.

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