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Thèse en cours

Désindustrialisation précoce, mutations sectorielles et boom des matières premières en Amérique Latine

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Auteur / Autrice : Yanis Bekhti - Neto Galvao
Direction : Lorenzo Cassi, Fabio Montobbio
Type : Projet de thèse
Discipline(s) : Sciences economiques
Date : Inscription en doctorat le 16/11/2023
Etablissement(s) : Paris 1 en cotutelle avec Università cattolica del Sacro Cuore (Milan, Italie)
Ecole(s) doctorale(s) : École doctorale d'Économie (Paris ; 2004-....)
Partenaire(s) de recherche : Laboratoire : Centre d'économie de la Sorbonne (Paris ; 2006-....)

Résumé

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This work aims to shed light on the debate around premature deindustrialization in Latin America by exploring the dynamic of structural change in the manufacturing industry during commodity-boom episodes. While some literature surrounding Dutch Disease has already addressed some of these subjects theoretically, the relevance of this research lies in providing new empirical evidence of this relationship while emphasizing several new insights. First and foremost, the empirical analysis conducted aims to account for the heterogeneity that may exist within the industrial sector in order to understand manufacturing structural change dynamics. In this instance, the first chapter aims to assess the impact of these exogenous shocks across different manufacturing sub-sectors and estimate intra-manufacturing recompositions during commodity-boom periods (Chapter 1). Further, in the second chapter, we intend to address the heterogeneity of innovation investment behavior among industrial firms when dealing with an overvalued exchange rate, as it may be one of the transmission channels explaining the complex relationship between the manufacturing industry and raw-material price increases (Chapter 2). Finally, in the last stage of this work, we would like to revisit the discussion on the premature nature of Latin American deindustrialization by studying how booms can shape the traditional inverted hampered curve between the industrial sector and income per capita when focusing on specific manufacturing activities (Chapter 3). Overall, this dissertation is in line with all the previous contributions that have considered that structural change does not come out of the blue and emphasizes the role played by manufacturing sophistication, human capital, and knowledge in promoting catch-up and economic growth.