martes, 26 de noviembre de 2024

¿Qué política comercial va a aplicar la Administración Trump?


La respuesta a la pregunta del título es... ya se verá. Nadie está seguro. A mí, como profesor de Comercio Internacional, no puedo negar que me resulta tremendamente atractivo este marco de incertidumbre y especulaciones. Pero como consumidor o como ciudadano de un país y una región que dependen mucho del comercio, me da un poco de miedo.
Una visión es la que aporta aquí William Alan Reinsch, del Center for Strategic & International Studies. Me quedo con la siguiente idea curiosa y novedosa (al referirse a las reglas de origen, en un tema del que ya hablé en el blog), con un resultado previsible que parece de lo más lógico: 
(...) the issue of rules of origin has returned to the table. Trump used them, not entirely successfully, in the current USMCA agreement to force more manufacturing into the United States. He is now concerned, legitimately, with China’s potential use of Mexico as a platform to get its products into the United States and avoid tariffs. One way to deal with that is to define rules of origin in terms of company ownership rather than content. In other words, a product’s origin would be determined by who owns the company making it rather than where its content came from. There are well-established international rules about origin, and this would be a huge disruptive change. It would also lend itself to abuse. Disguising corporate ownership is a well-established practice, and the result of this proposal could well be a world in which everything is officially a product of the Cayman Islands.

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