Cadenas globales de valor: el auge (¿y caída?) de la globalización profunda

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Este documento analiza el papel desempeñado por las cadenas globales de valor (CGV) en el mantenimiento a partir de los años ochenta del paradigma de la producción en masa, relacionando el declive de la participación de las CGV con la fractura de dicho paradigma. En la segunda parte, se analiza el surgimiento del nuevo paradigma tecno-económico de las TIC, concluyendo que, si bien no provocará el colapso de la globalización, sí cambiará su naturaleza. Las finanzas, la inversión, el conocimiento, la tecnología y los valores seguirán difundiéndose a escala mundial, pero la producción se acercará cada vez más al consumo. Pero las cadenas de valor transfronterizas seguirán expandiéndose, y serán predominantemente regionales y no mundiales.
This paper analyzes the role played by global value chains (GVCs) in the maintenance of the mass production paradigm from the 1980s onwards, relating the decline in the participation of GVCs to the fracture of this paradigm. The second part analyzes the emergence of the new techno-economic paradigm of ICTs, concluding that, although it will not cause the collapse of globalization, it will change its nature. Finance, investment, knowledge, technology and values will continue to spread globally, but production will move increasingly closer to consumption. But cross-border value chains will continue to expand, and will be predominantly regional rather than global.
Monográfico: Estructura y dinámica de las cadenas globales de valor
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