Sunday, May 4, 2014

Score keeping no Way to gauge Progress

On May 2, 2014, there appeared in the New York Times an article written by Steven Rattner under the title “End Corporate Taxation.” When you read it and separate from it all the other considerations, you come away with a few notions surrounding the reality that the big corporations are increasingly becoming international. It is happening because these entities are owned by shareholders from different countries; they produce goods and services in several of them, sell everywhere and, when they find it advantageous, move their head offices to a country that offers a lower corporate tax rate.

Rattner analyzes the situation and makes a few recommendations – the most “ambitious” being to end corporate taxation in an effort to keep the head offices in America. You think along the lines of the recommendations and find yourself moving in circles on the same flat level till something that you saw a couple of days before flashes in your head. It interrupts the line of thinking you had adopted, and takes you in an entirely new direction.

What flashes in your head is an article that was written by Mark J. Perry and published on the website of the American Enterprise Institute on April 30, 2014 under the title: “Despite China's impressive growth, on a per capita basis, the US economy is still a century ahead of China.” And so you wonder if it means to you now what it meant when you first read it. A couple of days ago, you thought it will take China – if not a century – a long time to catch up with America. But now that you know America is being hollowed out of its head offices the way that it was of its manufacturing base, you wonder if what you assumed then holds true today.

One passage in the Perry article that shook you is this: “More than 30 million Chinese, basically the population of Texas, live in caves.” You did not attempt to make a comparison then, but now that comparison is forced on you, it is what you do. Thus, recalling that China's population is about five times as large as America's, you wonder if there are not 6 million homeless Americans who would be glad to find a cave in which to live permanently rather than have to hop from living on the street one day, to living under a bridge the next day, to living in a subway tunnel the day after that? Would a cave not become sweet home to a homeless vagabond?

Another passage in the Perry article that raised your eyebrow when you first read it is this: “The US remains the world's leading economic power due to its technological innovation.” This reminds you of a saying that lawyers never forget. It is this: “Argue the law when the law is on your side. Argue equity when it is not.” It seems that the analog of the economists is this: “Argue the GDP or the per capita income when they are on your side. Argue something else when they no longer apply.” This time, Perry is using technological innovation as the preferred yardstick. Tomorrow he or another economist will use something else.

In fact, that something should be not another yardstick of the same kind but another prism through which to look at reality. This means we must drop the habit of comparing snap shots against snap shots. The fact is that the future keeps coming because things keep changing. And the part we tend to forget is that things change not separately from each other, but change more and more in conjunction with each other. And this is taking place because the world is getting smaller all the time – what happens in one place affects many other places then feeds back to the origin and moves from there into new directions.

Therefore, we can see that corporate head offices moving out of America (mostly to Europe) at a time when factories were moving into the emerging economies (mostly China) was no coincidence. It can only be that directly or indirectly, one phenomenon has led to the other.

So the questions: Will it ever happen that corporate head offices will start moving into China? Will it ever happen that research facilities will move there too? Come to think of it, that's not a matter of if; it is a matter of when will it happen? The obvious answer is that it will happen gradually as the developing world becomes more developed, and the Earth becomes flatter by the day.

And this is why we must adopt a new way of thinking with regard to our relationship with the rest of the world. We need to get away from the policy of confrontation and the policy of forcing our views on others. We need, instead, to get into the mode of consultation and cooperation with everyone.

Only then will we be able to create a system of sustainable growth that will work for all of us.