Seeds sown for future growth

Nov 15th 2001 | DOHA
From The Economist print edition

 

 

 


Despite their reservations, the launch of a new multilateral trade round this week is a boost for poor countries

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HALFWAY through this week's tortured negotiations to launch a new round of trade talks, Robert Zoellick, America's senior trade negotiator, bumped into two officials from the Vatican in the lift. Never one to miss an opportunity, he quickly suggested “a little divine intervention” to get the negotiations over. Fortunately, the heavens eventually listened. In the evening of November 14th, more than 18 hours after their original deadline and after numerous last-minute panics triggered by the intransigent Indians, the World Trade Organisation's 142 members announced that they had agreed to launch a new round of trade talks.

They promised to liberalise trade further, even in agriculture, and to make improvements to today's rulebook in areas such as anti-dumping, as well as to develop rules in several new areas. Mr Zoellick was jubilant. “We have sent a powerful signal to the world,” he said, adding that a new trade round would deliver “growth, development and prosperity”.

The European Union, long the sole champion of a “comprehensive” trade round, was also happy. Although forced to accept a stronger commitment to ending trade-distorting farm-export subsidies than its members, notably France, would have liked, the EU pushed environmental issues further on to the agenda than it had expected. And it won a commitment to future negotiations on rules about foreign investment and competition.

Poor countries were much less excited. India tried long and hard to block a deal, worried about its incursion into new areas and determined to press for more concessions on textiles. Although less persistent than the Indians, Africans too feared the prospect of expanding the WTO's remit further. Their worries are understandable. In the previous Uruguay round, poor countries got few trade benefits and signed up to agreements in areas such as intellectual property that hurt rather than helped them. But, on the face of it, the Doha deal is still a big win for poor countries.

First, they scored a coup with a declaration that intellectual-property rules should not stop poor countries gaining access to cheap medicines. Although the declaration is political and not legally binding, it sends a strong message about how poor countries can deal with epidemics such as AIDS. In a sign of their increasing clout, poor countries won a clear victory over the drug makers. As one activist admitted, “Two years ago you would never have got anything like this through the WTO.”

Help aimed specifically at the poorest countries goes well beyond patent rules. They are to have longer time-frames for implementing agreements; lots of assistance in “capacity building” (in other words, cash); and numerous special trade preferences. Rich countries are desperate for this trade round to be seen as a “development round”, and the agenda is full of commitments to help the poor.

Even more important, the basic barrier-bashing agenda should also disproportionately help poor countries. About 70% of the exports of the poorest countries are in farm products and labour-intensive manufactured goods, such as textiles. The WTO's members have promised to push for “substantial improvements” in market access for farm products, including the “phasing out” of export subsidies. The habit of subsidising the export of surplus food, a favourite of the French, is pernicious for poor countries, since it undercuts local markets. As one African said at Doha, issues that “may lose elections in France are life and death in Tanzania.”


Long-term prospects

Although poor countries did not get the immediate concessions on textiles that they had been demanding, the Doha round offers the prospect of big long-term gains. The commitment to reduce barriers on industrial goods, particularly “peak tariffs”—the top rates that countries use to protect their most sensitive industries—should imply more access for poor countries' textiles, since the quota-driven system that now governs trade in textiles is to be phased out by 2005.

Developing countries will also benefit from negotiations to clarify and improve the rules on anti-dumping. Within the WTO framework, countries can protect themselves against goods that are sold below cost. But this right is often misused as a tool of naked protection, particularly by America. Unfortunately, anti-dumping provisions are extremely popular among America's lawmakers, and Mr Zoellick's courageous decision to put them on the table will not play well at home.

Just before he arrived in Doha, the House of Representatives passed a resolution urging him not to mess with America's trade defences. Mr Zoellick can claim, correctly, that the language he has agreed at Doha is consistent with this resolution, but his concession will infuriate politicians back home. Sander Levin, the only American congressman in Doha, was blunt. “Renegotiating anti-dumping is not a viable approach for the United States.”

The fight for fast-track negotiating authority—which the American administration needs to win from Congress to finish, even if not to start, new trade talks—has been made much harder. Many trade insiders now reckon there is no hope of success until after America's 2002 mid-term elections, particularly since the Doha agenda offers nothing on labour issues, another key priority for many Democrats.

For developing countries, the lack of any commitments in the area of trade and labour is another victory. The failure to launch trade negotiations at Seattle two years ago had much to do with poor countries' fears about the rich world's desire to use labour standards as a protectionist tool. That fear should now be put to rest (at least for a while).

The environment, in contrast, is on the agenda. There are (narrowly defined) commitments to negotiate, particularly on the question of the relationship between the WTO and international environmental agreements. Taken literally, the agenda poses no risk that rich countries could misuse environmental concerns for protectionist ends (which is the poor countries' greatest concern). The danger is that this could become the thin end of a wedge.

Poor countries, however, are not powerless to stop that happening. The lesson of Seattle's failure and Doha's success is that they have a real strength in the WTO because of the organisation's requirement for consensus. By working together, poor countries can force rich ones to make concessions. As the multilateral system takes on ever more issues, this structure may become unworkable. But for now, contrary to much conventional wisdom, the WTO is the poor countries' friend.


Five minutes to midnight

Apr 27th 2006
From The Economist print edition



Will politicians realise the global trade round is worth saving before it is too late?

 

 

TRADE ministers look upon negotiating deadlines much as Italians treat the rules of the road: useful in principle but almost always worth ignoring in practice. So a depressing inevitability hangs over negotiators' scorn this week for yet another self-imposed deadline in the Doha round of global trade talks. No matter that at their gathering in Hong Kong last December ministers solemnly declared that by April 30th they would agree on a framework to free farm trade and slash industrial tariffs. April 30th is here and a deal is still as remote as ever.

At what point does the inability to strike a deal mean the Doha round has failed? History is a poor guide. Previous trade rounds have all eventually succeeded, often after dragging on for years. But the Doha talks do not have this luxury. To negotiate a deal that cannot immediately be picked apart by Congress, George Bush needs trade-promotion authority. TPA runs out in June 2007 and congressional scepticism about globalisation means it is unlikely to be extended. In short, any Doha deal must be ready by the end of 2006.

Pessimists reckon the Doha round is already dead. The differences between America and Europe are “irreconcilable”, says Bill Thomas, the most influential Republican voice on trade in the House of Representatives. Mr Bush's decision to move Rob Portman, his main trade negotiator, to another job running the budget is a signal to some that the White House has abandoned all hope of a Doha deal. Many gibe, with some reason, at Peter Mandelson, Europe's main trade man, for spending more time dishing out blame for the impasse than suggesting ways out of it.

In fact, it is not too late for Doha to succeed. Although time is short, the negotiators probably have until the summer to thrash out the framework of a deal so as to settle the details by the end of the year. The technicalities prevent presidents and prime ministers from clinching a Doha deal at a single sitting, but the technocrats in Geneva cannot get much further without a big political push. Doha's prospects, therefore, depend on politicians shaking off their complacency.

 

Do the Doha shuffle

The stakes are high, but subtle. The world economy will neither collapse if the Doha round fails, nor will poverty be eradicated if it succeeds. The direct economic gains from Doha are well worth having, but the long-term consequences of failure should give the politicians most reason to act. If Doha fails, the world will, at best, shift towards bilateral and regional deals. At worst, the multilateral system would wither.

This threat alone ought to dispel today's reckless complacency. Some emerging economies, such as Brazil, have much to gain from freer global farm trade. India could be a big winner from freer trade in services. Both will lose from a tangle of regional deals. The cuts in industrial tariffs asked of them are not politically hard—and would be economically good. India and Nigeria have been slashing their tariffs unilaterally, rightly recognising the gains from openness. It is brinkmanship more than scepticism about trade that has driven the emerging world to demand the right to keep high tariffs.

America's reason to rescue Doha is different, but no less powerful. Since its tariffs are already low, America's main contribution to this round is to cut farm subsidies. The need to cut government spending means these handouts are likely to fall anyway over the next few years. Moreover, the Bush White House needs an economic-policy success. With entitlement reform dead and tax reform going nowhere, a Doha deal could be one of the few achievements of Mr Bush's second term.

Europe—and especially France—poses the biggest problem. After Jacques Chirac's recent retreat over labour-market reform, there is little political appetite to take on French farmers. The best hope is for other Europeans, led by Britain and Germany, to join America and the big emerging markets to isolate France and shame it into a deal. That will take courage; and the clock is ticking.


A darkening mood over Doha

Apr 24th 2006
From The Economist Global Agenda



Efforts to liberalise world trade have suffered a setback, after large trading powers admitted that a self-imposed deadline of April 30th for preparing a deal on farm and industrial goods will be missed. Ministerial talks planned for this weekend have been called off. Although more negotiations are expected in May and June, and there will be renewed efforts to get a deal by the end of July, there is every reason to be gloomy about the Doha round

 

 

 

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THE gloom is gathering over the Doha round of trade talks. It may be in the nature of such protracted negotiations that they all seem, at some point or other, to be doomed to fail. But this time the signs—many in the past few days—are consistently gloomy. The main negotiating partners have acknowledged that a self-imposed deadline for an early agreement on farm and industrial goods, set for April 30th, will not be met. A ministerial meeting scheduled for representatives of 25 countries later this week has been cancelled. This week Pascal Lamy, the boss of the World Trade Organisation (WTO), was expected to ask members of the group to try for a deal by mid-summer instead.

Europe and America are both to blame for the latest setback, and each is making strenuous efforts to hold the other responsible. But the failure to get a deal on the controversial question of cutting subsidies for farmers casts doubt on the chances of getting agreement in other areas. Negotiations on the liberalisation of trade in services may prove as impossibly tricky to achieve as a deal on farm and industrial goods.

There are other indications that major trading powers do not expect the Doha round to be a success. Free traders cheered in March last year when George Bush named Rob Portman as his trade representative. Mr Portman, then a Republican congressman, was expected to be an able promoter of free trade with his former congressional colleagues. He was also expected to push hard for freer trade in international negotiations, notably in the Doha round. But last week, as part of a general reshuffle of White House staff aimed at rescuing Mr Bush’s foundering second term, Mr Portman was shifted to manage the White House Office of Management and Budget. Moving him after less than a year in his office suggests, to pessimists, that Mr Bush has given up any hopes of rescuing the round.

If so, there is every reason to be gloomy. Despite early protectionist moves, such as introducing steel tariffs, the Bush administration has pushed hard for trade liberalisation in the past few years. In contrast the European Union has appeared divided and ineffective. Its trade commissioner, Peter Mandelson, has so far failed to persuade sceptical member states that the benefits of new export markets will outweigh the costs of allowing greater competition at home, especially in agriculture. Though some members, notably Britain and other north Europeans, favour a more liberal approach, it has proved all but impossible to get agreement from France and other more protected economies with vociferous farmers. Europe’s general position has been to refuse any more lowering of agricultural barriers until poorer countries agree to liberalise trade in goods and services.

Nor is the G20 group of developing nations giving much impetus to the talks. Led by India and Brazil, the G20 is refusing to negotiate without deeper concessions on agriculture. India, with its large population, may turn out to be a big problem. Its government worries that competition from Chinese factories and American farms represents too great a threat, while gaining more access to world markets is of only limited attraction.

Other poor countries are also unsure what they would gain. There is general talk of hopeful prospects for poor farmers gaining greater access to rich-world markets. But the benefits will not flow evenly from rich to poor. The World Bank estimates that removing current agricultural distortions would produce a general benefit of more than $300 billion a year. Relative to national income, poor countries would enjoy a third more of this benefit than rich, industrialised, ones. However, nearly half of that benefit would come from reforms by the developing countries themselves, something governments might do anyway were it not for the serious problem of the political pain the reforms are bound to cause.

The impasse first led to the deadline for an agreement, which was originally supposed to be settled at the Hong Kong ministerial meeting in December last year, to slip to the end of April. Now, in theory, this is to be resolved by the middle of the summer. Missed deadlines may be nothing new for the WTO, but these ones matter. There is no further room for them to slide. The American government’s Trade Promotion Authority, which forces Congress to accept or reject a trade bill without introducing amendments, is thought to be essential if America is to take part in talks. That authority expires in 2007 and few expect it to be renewed. Too many American politicians are once again turning protectionist. Congress only barely passed the Bush administration’s Central America Free Trade Agreement, even though its impact on the American economy will be tiny compared to the ambitions contemplated for Doha. And as it will take roughly a year to work out the finer details of any world trade agreement, the outstanding issues must be resolved early enough so the Bush administration can get a deal through Congress.

 

What comes next?

In America, the administration has nominated Susan Schwab, who was Mr Portman’s deputy, is to take over. An experienced trade specialist, she says the American government still considers Doha and other trade negotiations matter greatly. But some observers suspect that Mr Bush’s team is worried, given already low poll ratings, that talk of removing agricultural protection could prove unpopular in some states ahead of mid-term elections this year. The chance for a significant deal on agriculture may have been lost.

If Doha does die, the focus of attention may switch to regional trade talks instead. But these are a poor substitute for global deals reached through the WTO; indeed they may distort markets in much the same way as national protectionism. The EU has struggled to absorb its ten new members, for example seeing its services directive—which was supposed to free up trade in services the way the EU has already done with goods—considerably weakened. The prospects for regional co-operation in the Americas are limited. Several Latin American governments are now promoting a form of leftist nationalism that would not sit easily with wider liberalisation. The gathering clouds, it seems, have no silver lining.

 


Doha's last stand

Jun 22nd 2006 | WASHINGTON, DC
From The Economist print edition



Critical days for the global trade talks

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“WE'RE committed to a successful round. And it's going to take hard work.” George Bush's comment this week on the Doha round of global trade talks sums up the official line in most capitals. Of course Doha must succeed, goes the mantra; yes, it will be a hard slog.

The next few weeks will determine whether this mantra means anything. Trade ministers gather in Geneva on June 29th for a last-ditch attempt to agree on a “framework” for freeing trade in farm and industrial goods. Negotiators have been haggling over such a framework, which will define just how tariffs and subsidies are to be cut, for more than four years. They have set themselves—and missed—endless deadlines.

So why expect a breakthrough now? The only reason for hope is that all sides may finally realise that they can procrastinate no more. Most trade talks drag on for years. The Doha round cannot, because Mr Bush's fast-track negotiating authority, which prevents a trade deal being unpicked by Congress, expires in June 2007. To meet that deadline, an agreement must be reached by the end of the year; its broad outlines need to be in place before negotiators pack up for the summer (note that no one has suggested cancelling any holidays).

The trouble is that the important parties are still miles apart. The path to a deal is no secret. The European Union must offer bigger cuts in farm tariffs; America must promise to slash subsidies more; and big emerging economies must reduce their industrial tariffs. No one has yet offered anything new, but there are rumours that America will offer bigger cuts in subsidies in Geneva next week.

Less noticed but equally worrying are chasms between other countries. Among emerging economies, for instance, there is a big row about how much special treatment to demand for farm tariffs. Countries such as India and Indonesia want lots of exceptions for their farm goods. Others, such as Thailand and Argentina, want far fewer.

In all, the latest draft agreement on farm trade has around 700 pairs of square brackets on language where there is still disagreement. Unresolved issues abound. Add in the World Cup and the lure of the beach in August, and you have to be starry-eyed to give the Doha round much of a chance.

 


An old couple still rubs along

Jun 22nd 2006
From The Economist print edition



Europe and America can't save the world together, but they can do useful things

 

 



FIFTEEN years after the cold war ended, the transatlantic alliance is often said not to be realising its potential. America and Europe must act in step to do great things for the world. This week's summit between the United States and the European Union in Vienna fitted the pattern: “The world needs us to work together,” declared George Bush, grandly. But there were also more realistic signals: Europeans and Americans may be making their venerable partnership more modest, less messianic—and possibly more effective.

Mr Bush left the Hapsburg capital a bit like a ridiculed rich uncle at a family reunion, welcomed insincerely to his face and belittled behind his back. Impossible though it sounds, America's reputation has deteriorated with the European public in the year since the president last visited the EU, vowing to mend fences. And there are only fitful signs of renewed amity among diplomats. American foreign-policy types have gone out of their way to be nice about Europeans (“America supports a strong Europe because we need a strong partner,” said the president's national security adviser recently), but most EU members have not returned the favour.

At the summit, the EU complained about America's human-rights record and about Guantánamo, about American lectures on democracy and democracy-building. Don't expect us to make the next offer to save the Doha trade round, said the president of the European Commission, José Manuel Barroso: it's up to you.

How undiplomatic. Some Europeans explain the mismatch— America is all smiles, Europe all frowns—by saying America needs Europe more than Europe needs America (it has mistakes to atone for, they say, so it must be a supplicant, while Europe can afford to be brusque). Knowing the Bush administration, that is not a very plausible argument. Anyway, there is another way of looking at things: Europeans are being dragged kicking and screaming towards a new partnership in world affairs.

That is primarily because both sides are facing similar economic challenges from emerging economies—and are reacting in similar (sometimes similarly self-destructive) ways. For Europeans, last summer's bra-and-textile dispute with China was a turning point. Despite its comic-opera quality, it was the first time China's economic impact on Europe became such an acute matter of public concern—as it has been in America for years. Last winter's move by Russia's Gazprom to turn the gas down during its dispute with Ukraine gave Europeans a harsh experience of energy being used as a tool of power politics. That, too, is something America understands perfectly well.

Meanwhile, under pressure from their business lobbies, Europe and America have also emerged as the two places with the biggest stake in setting global regulatory standards. At the summit they agreed to push for stricter enforcement of intellectual-property rights in third countries. They will not always see eye to eye. America, for example, is furious about a recent EU law on the chemicals industry in Europe which has consequences for the whole world because of Europe's importance as a market. Depressingly, the two seem to be making little headway in the Doha trade round, either between themselves or with the Group of 20 largest developing countries. But Brussels and Washington, DC, remain the twin regulators of the global economy; that means they have as big an interest in co-operating to modernise the rules as in competing to impose their own standards.

What about old-fashioned diplomacy? Despite public differences, each side thinks the other is becoming more like itself. Americans say Europeans are more aware of the advantages of firmness: hence their refusal to fund Palestine's Hamas government directly. Europeans think a chastened America is realising the advantages of soft power and diplomacy. One example of working together is Iran—arguably the world's biggest foreign policy challenge. Europe (or, to be more precise, Britain, France and Germany) and America have played “good cop” and “bad cop” in pressing Iran to forgo its nuclear programme. So far, they have managed to ratchet up pressure on the Iranians without cracking their own alliance, although it has not been easy.

Everyone knows, of course, that their co-operation will last only as long as diplomacy does—if any question arises of using force against Iran, the transatlantic chasm will open up again. And there are other issues where Americans remain the ones from Mars. The Bush administration wanted NATO to take the first steps towards letting Ukraine and Georgia into the alliance; Europeans said no. Vice-president Dick Cheney excoriated Vladimir Putin for his anti-democratic impulses in Russia and Russia's “near abroad”; Europeans say they have no choice but to keep in with the Kremlin which supplies two-thirds of their gas.

 

Still worth the candle

But that does not mean transatlantic co-operation is a sham. The old partners have to accept that they can no longer set all the rules of the game—that is, make agreements that everyone else must abide by. But as the world's largest trading powers, Europe and America can still do a lot about economic regulation; along with the G20, they can set the world's trading rules—if (a big if) they can agree. And in traditional foreign policy, they can at least co-operate in a reactive way; the two can respond together to Iran's nuclear programme, or Hamas's election victory. This is not trivial; it helps to build credibility and momentum, which matters at lot in diplomacy.

Because of the cold war, the old partnership is still held to an impossible standard: when Europe and America co-operate, “we can do our best to make the world a better place,” said Mr Barroso at the summit. In fact, with China, India and Russia as global powers, the world no longer works that way. But where Europe and America do co-operate, they can at least make themselves better off—which is hardly to be sneezed at.