技術移転と産業発展の長期的展開過程：インドとタイにおけるオートバイ産業と自動車産業の比較研究
調査研究報告書
大塚 啓二郎 編
2018年3月発行
表紙 / 目次（182KB）
Chapter 1
A Review of the Literature on Productivity Impacts of Global Value Chains and Foreign Direct Investment:Towards an Integrated Approach （357KB）/ Yoshimichi Murakami, Keijiro Otsuka
Information spillovers from multinational enterprises to local firms in developing countries are examined in the literature on global value chains (GVCs) and foreign direct investment (FDI). However, both GVC and FDI studies are carried out independently and separately. On the one hand, GVC studies are insightful but largely descriptive and conceptual, without rigorous quantitative analysis. On the other hand, FDI studies are quantitative, focusing on the impacts of the productivity of local enterprises in developing countries; however, their frequently used estimation functions have several restrictive assumptions. The present review of previous GVC and FDI studies shows that these two strands of the literature are concerned with information spillovers, absorptive capacity of domestic enterprises, and backward linkages between foreign and domestic enterprises, even though their theoretical perspectives differ substantively. This literature review concludes that an integrated approach of incorporating the insightful perspective of GVC studies into the empirical specification of FDI studies will likely lead to more meaningful empirical findings that may reveal in greater depth the mechanisms underlying the productivity improvements of local enterprises in developing countries.
Chapter 2
The development of the motorcycle and automobile industries in Thailand: An overview（242KB）/ Keijiro Otsuka, Kohei Mishima, Chadatan Osatis, Takeshi Aida
In our research, we will attempt to trace out the evolutionary process of the development of the motorcycle industry in Thailand as much as possible, while using the available data. Major analytical purpose is to identify the role and characteristics of knowledge spillovers from Japanese to local enterprises.
第3章
外国直接投資とインド製造業の生産性：外国直接投資のスピルオーバー効果の再検討（619KB）/ 佐藤 隆広
本研究ノートは、インドの製造業部門を対象にして、インド「年次工業調査」の2000-01年から2007-08年までの事業所個票パネルデータを利用することによって、外国直接投資（FDI）のスピルオーバー効果を通した技術水準の向上を実証的に分析した。FDIのスピルオーバー効果を、水平的効果・後方連関効果・前方連関効果の3種類と長期・短期の2種類、すなわち合計6種類（＝3×2）に区分した。実証分析結果から、インド製造業の生産性に対してFDIのスピルオーバーの水平的効果は短期的にはマイナスであった。また、後方連関の短期効果はマイナス、その長期効果はプラスであることが判明した。本研究ノートでは、前方連関効果については頑健な結果を得ることができなかった。