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題名 遵循不同發展途徑:墨西哥台資與失衡的台墨貿易關係之探討
Following Different Approaches : Taiwanese Investment in Mexico and Unbalanced Taiwan-Mexico Trade Relations
作者 馮慕文
Fernández, Fabricio Antonio Fonseca
貢獻者 鄧中堅<br>邱稔壤
Teng, Chung-Chian<br>Chyou, Ren-Rang
馮慕文
Fabricio Antonio Fonseca Fernández
關鍵詞 台灣
墨西哥
貿易關係
貿易失衡
投資
發展型國家
Taiwan
Mexico
Trade relations
Trade imbalances
Investment
Developmental state
日期 2017
摘要 這是一份有關台資在墨西哥及其對雙邊貿易影響的研究報告。在過去二十年間, 與其他拉丁美洲國家不同的是 : 比起中國大陸的投資, 墨西哥接受了更多來自台灣的資金。 墨西哥對台灣及中國大陸的貿易,也一直呈現赤字。 因此, 這份研究報告分析了此一現象,也陳述了台灣與墨西哥這些發展型國家如何因應工業化和全球化, 有著各式各樣的反應。
Chinese investments in Latin America have been a popular research topic in recent years, with China becoming the largest investor and trading partner for important countries in the region. However, the case of Mexico is different from its neighboring nations in South America. During the past two decades, and despite the lack of diplomatic relations, accumulated investment from Taiwan in Mexico surpassed that coming from Mainland China. Similarly, Taiwan is among the ten largest trading partners of Mexico, exporting to the latter more than 16 times the amount it imports from there. Therefore, this research aims to explore the patterns of Taiwanese investments in Mexico, and its impact on bilateral trade, as a way to explain its huge imbalance. Theoretically, the study analyzes the evolution of state institutions in both countries, highlighting its difference in approach when responding to the challenges of industrialization first, and then globalization. By following an independent approach, the state in Taiwan was able to advance developmental policies, and eventually consolidate domestic industries with national firms creating its own technology and knowledge-based assets. The state in Mexico, on the other hand, in spite of the implementation of developmental institutions, pursued an integrationist approach, strengthening domestic industries, though making them dependent on foreign capital and the acquisition of technology coming from abroad. NAFTA became the highest point of Mexico’s integrationist approach, hence transforming the country into an attractive export platform to the largest consumer market in the world. Looking to remain competitive internationally, Taiwanese firms started a process of expanding operations beyond their borders, taking Mainland China and Southeast Asia as its preferred destinations, reinforcing the creative process of East Asian regional production and supply chains. Mexico became a complementary part for many of those firms’ strategies, leading them to invest in the country, ensuring a rapid access to the US market, but pushing them to import large amounts of technology, components, and parts from Taiwan and Mainland China. An empirical analysis, combining the use of statistical data and interviews, will allow us to better understand the motivations behind Taiwanese investments in Mexico, as well as its impact on Mexico’s foreign trade, and will be useful when thinking about solutions to correct trade imbalances, while expanding bilateral trade for the years to come.
描述 博士
國立政治大學
亞太研究英語博士學位學程(IDAS)
101265508
資料來源 http://thesis.lib.nccu.edu.tw/record/#G0101265508
資料類型 thesis
dc.contributor.advisor 鄧中堅<br>邱稔壤zh_TW
dc.contributor.advisor Teng, Chung-Chian<br>Chyou, Ren-Rangen_US
dc.contributor.author (Authors) 馮慕文zh_TW
dc.contributor.author (Authors) Fabricio Antonio Fonseca Fernándezen_US
dc.creator (作者) 馮慕文zh_TW
dc.creator (作者) Fernández, Fabricio Antonio Fonsecaen_US
dc.date (日期) 2017en_US
dc.identifier (Other Identifiers) G0101265508en_US
dc.description (描述) 博士zh_TW
dc.description (描述) 國立政治大學zh_TW
dc.description (描述) 亞太研究英語博士學位學程(IDAS)zh_TW
dc.description (描述) 101265508zh_TW
dc.description.abstract (摘要) 這是一份有關台資在墨西哥及其對雙邊貿易影響的研究報告。在過去二十年間, 與其他拉丁美洲國家不同的是 : 比起中國大陸的投資, 墨西哥接受了更多來自台灣的資金。 墨西哥對台灣及中國大陸的貿易,也一直呈現赤字。 因此, 這份研究報告分析了此一現象,也陳述了台灣與墨西哥這些發展型國家如何因應工業化和全球化, 有著各式各樣的反應。zh_TW
dc.description.abstract (摘要) Chinese investments in Latin America have been a popular research topic in recent years, with China becoming the largest investor and trading partner for important countries in the region. However, the case of Mexico is different from its neighboring nations in South America. During the past two decades, and despite the lack of diplomatic relations, accumulated investment from Taiwan in Mexico surpassed that coming from Mainland China. Similarly, Taiwan is among the ten largest trading partners of Mexico, exporting to the latter more than 16 times the amount it imports from there. Therefore, this research aims to explore the patterns of Taiwanese investments in Mexico, and its impact on bilateral trade, as a way to explain its huge imbalance. Theoretically, the study analyzes the evolution of state institutions in both countries, highlighting its difference in approach when responding to the challenges of industrialization first, and then globalization. By following an independent approach, the state in Taiwan was able to advance developmental policies, and eventually consolidate domestic industries with national firms creating its own technology and knowledge-based assets. The state in Mexico, on the other hand, in spite of the implementation of developmental institutions, pursued an integrationist approach, strengthening domestic industries, though making them dependent on foreign capital and the acquisition of technology coming from abroad. NAFTA became the highest point of Mexico’s integrationist approach, hence transforming the country into an attractive export platform to the largest consumer market in the world. Looking to remain competitive internationally, Taiwanese firms started a process of expanding operations beyond their borders, taking Mainland China and Southeast Asia as its preferred destinations, reinforcing the creative process of East Asian regional production and supply chains. Mexico became a complementary part for many of those firms’ strategies, leading them to invest in the country, ensuring a rapid access to the US market, but pushing them to import large amounts of technology, components, and parts from Taiwan and Mainland China. An empirical analysis, combining the use of statistical data and interviews, will allow us to better understand the motivations behind Taiwanese investments in Mexico, as well as its impact on Mexico’s foreign trade, and will be useful when thinking about solutions to correct trade imbalances, while expanding bilateral trade for the years to come.en_US
dc.description.tableofcontents Chapter 1. Introduction 14 1.1. Background of the Study 16 1.2. Problem Statement and Significance of the Study 20 1.3. Literature Review 24 1.4. Main Hypotheses 32 1.5. Variables and Methodology 33 Chapter 2. Theoretical Considerations: Institutionalism and the State 43 2.1. Institutionalism and the Centrality of the State 45 2.2. Industrialization and Developmental State 52 2.3. Industrialization and Globalization Challenges: Independent and Integrationist Approaches 65 2.4. The study of FDI and its impact on int. trade 68 2.5. Concluding Remarks 76 Chapter 3. Taiwan’s Independent Approach 78 3.1. Incorporation of Formosa into the World Economy 79 3.2. The initial steps towards industrialization in Taiwan 83 3.3. Taiwan early industrialization during the years of Japanese rule 86 3.4. Taiwan under Nationalist Rule: Rapid Industrialization led by a Strong Developmental State 90 3.5. Deepening the Independent Approach: The promotion of technology-intensive industries 105 3.6. Concluding Remarks 118 Chapter 4. Mexico’s Integrationist Approach 122 4.1. Incorporation of Mexico into the World Economy 123 4.2. The initial steps towards industrialization 128 4.3. Mexico’s rapid economic growth during Porfiriato 130 4.4. Mexico under a Hegemonic Party Rule: The creation of Estado Desarrollista and the first phases of import-substituting industrialization 135 4.5. Globalization and the Deepening of the Integrationist Approach 155 4.6. Concluding Remarks 165 Chapter 5. Looking for a Platform in North America: Taiwan’s Investment and Trade Relations with Mexico 169 5.1. Taiwan Relationship Enterprises and cross-strait economic interactions 170 5.2. Mexico’s Integrationist Response: NAFTA Factor 176 5.3. Taiwanese investments in Mexico 188 5.4. A point of comparison: Chinese Investment in Mexico 200 5.5. Cross-strait developments and impact on investments and trade with Mexico 206 5.6. Concluding Remarks 211 Chapter 6. Between Export Platform and Emerging Market: Specific Cases of Taiwanese Investment in Mexico 214 6.1. Textile and Apparel Industry: The case of Pou Chen 215 6.2. Electronics and Technology-Intensive industries: Three cases 226 6.3. Educational Services: The case of Wen Cheng 245 6.4. Concluding remarks 249 Chapter 7. Conclusions 253 7.1. Empirical findings 258 7.2. Theoretical contributions 261 7.3. Future research and final remarks 264 References 268 Appendix I – Maps and Comparative Data of Mexico and Taiwan 304zh_TW
dc.source.uri (資料來源) http://thesis.lib.nccu.edu.tw/record/#G0101265508en_US
dc.subject (關鍵詞) 台灣zh_TW
dc.subject (關鍵詞) 墨西哥zh_TW
dc.subject (關鍵詞) 貿易關係zh_TW
dc.subject (關鍵詞) 貿易失衡zh_TW
dc.subject (關鍵詞) 投資zh_TW
dc.subject (關鍵詞) 發展型國家zh_TW
dc.subject (關鍵詞) Taiwanen_US
dc.subject (關鍵詞) Mexicoen_US
dc.subject (關鍵詞) Trade relationsen_US
dc.subject (關鍵詞) Trade imbalancesen_US
dc.subject (關鍵詞) Investmenten_US
dc.subject (關鍵詞) Developmental stateen_US
dc.title (題名) 遵循不同發展途徑:墨西哥台資與失衡的台墨貿易關係之探討zh_TW
dc.title (題名) Following Different Approaches : Taiwanese Investment in Mexico and Unbalanced Taiwan-Mexico Trade Relationsen_US
dc.type (資料類型) thesis-