Reflexões sobre Empresas Multinacionais e a Pandemia de Covid-19

Mohamed Amal, Markus Blumenschein, Sílvio Luís de Vasconcellos

Resumo


Nesta pensata, o Head of Point of Production da T-Systems do Brasil, subsidiária do Grupo Deutsche Telekom, uma das maiores empresas do mundo em tecnologia da informação e telecomunicação, Dr. Markus Blumenschein e um dos acadêmicos brasileiros mais respeitados na área de negócios internacionais, Dr. Mohamed Amal,  juntamente com o professor do Programa de Pós-Graduação em Administração e coordenador do Observatório de Multinacionais e Negócios Internacionais da ESPM, Dr. Sílvio Luís de Vasconcellos, dizem como imaginam o efeito da Pandemia de COVID-19 afetará o futuro das empresas multinacionais situadas em países emergentes. Os quadros que eles descrevem como prováveis têm implicações profundas e imediatas para gestores e sugere múltiplas oportunidades de pesquisas para acadêmicos. Este ensaio reflete a discussão ocorrida em maio de 2020, por ocasião de um webinar organizado pela ESPM sobre o tema. Está estruturado em três blocos: efeitos sobre a Globalização, respostas imediatas e sugestões para pesquisas sobre os efeitos da pandemia no fluxo de investimentos, nas estratégias das multinacionais e sobre o novo papel do Estado deflagrado pela Pandemia de COVID-19.


Palavras-chave


Pandemia; COVID-19; Multinacionais; Perspectivas

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Referências


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Amal, M. (2016). Foreign direct investment in Brazil: Post-crisis economic development in emerging markets. In FDI and Economic Growth Foreign Direct Investment in Brazil (pp. 185–202). Academic Press.

Batschauer da Cruz, C. B., Eliete Floriani, D., & Amal, M. (2020). The OLI Paradigm as a comprehensive model of FDI determinants: a sub-national approach. International Journal of Emerging Markets, ahead-of-print. https://doi.org/10.1108/IJOEM-07-2019-0517

Enderwick, P., & Buckley, P. (2020). Rising regionalization: will the post-COVID-19 world see a retreat from globalization ? Transnational Corporation Journal, 27(2), 99–112. https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3692317

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UNCTAD. (2020). Impact of the COVID-19 Pandemic on Global FCI and GVCs. https://unctad.org/en/PublicationsLibrary/diaeiainf2020d3_en.pdf

Wadhwa, K., & Reddy, S. S. (2011). Foreign direct investment into developing Asian countries: the role of market seeking, resource seeking and efficiency seeking factors. International Journal of Business and Management, 6(11), 219.

Abramovitz, M. (1986). Catching up, forging ahead, and falling behind. Journal of Economic History, 385–406.

Amal, M. (2016). Foreign direct investment in Brazil: Post-crisis economic development in emerging markets. In FDI and Economic Growth Foreign Direct Investment in Brazil (pp. 185–202). Academic Press.

Batschauer da Cruz, C. B., Eliete Floriani, D., & Amal, M. (2020). The OLI Paradigm as a comprehensive model of FDI determinants: a sub-national approach. International Journal of Emerging Markets, ahead-of-print. https://doi.org/10.1108/IJOEM-07-2019-0517

Enderwick, P., & Buckley, P. (2020). Rising regionalization: will the post-COVID-19 world see a retreat from globalization ? Transnational Corporation Journal, 27(2), 99–112. https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3692317

FMI. (2020). WORLD ECONOMIC OUTLOOK REPORTS. https://www.imf.org/en/Publications/WEO/Issues/2020/06/24/WEOUpdateJune2020

FORBES. (2017). Top Multinational Performers. The List of 200 Top Multinational Performers. https://www.forbes.com/top-multinational-performers/list/#tab:rank

Gereffi, G. (2020). What does the COVID-19 pandemic teach us about global value chains? The case of medical supplies. Journal of International Business Policy, 3(3), 287–301. https://doi.org/10.1057/s42214-020-00062-w

Irwin, D. W. (2020). The pandemic adds momentum to the deglobalization trend. Peterson Institute for International Economics. https://www.piie.com/blogs/realtime-economic-issues-watch/pandemic-adds-momentum-deglobalization-trend

Liy, M. V. (2019). Terras raras, o ouro do século XXI, são a arma da China na guerra tecnológica. El País Brasil. https://brasil.elpais.com/brasil/2019/06/06/economia/1559832258_232021.html

McKinsey & Company. (2020). The Next Normal: The recovery will be digital. In The Next Normal (Issue August).

Milanez, B., Dos Santos, R. S. P., Mansur, M. S., & Coelho, T. P. (2019). Buscando Conexões para o Desastre: Poder e Estratégia na Rede Global de Produção da Vale. Internext, 14(3), 265. https://doi.org/10.18568/internext.v14i3.561

Mu, Q., & Lee, K. (2005). Knowledge diffusion, market segmentation and technological catch-up: The case of the telecommunication industry in China. Research Policy, 34(6), 759–783. https://doi.org/10.1016/j.respol.2005.02.007

Parente, R., Melo, M., Andrews, D., Kumaraswamy, A., & Vasconcelos, F. (2020). Public sector organizations and agricultural catch-up dilemma in emerging markets: The orchestrating role of Embrapa in Brazil. Journal of International Business Studies. https://doi.org/10.1057/s41267-020-00325-x

Petricevic, O., & Teece, D. J. (2019). The structural reshaping of globalization: Implications for strategic sectors, profiting from innovation, and the multinational enterprise. Journal of International Business Studies, 50(9), 1487–1512. https://doi.org/10.1057/s41267-019-00269-x

Ramamurti, R. ., & Singh, J. V. (2009). Emerging Multinationals in Emerging Markets. Cambridge University Press.

Rapoza, K. (2020). Why Is The U.S. So Ridiculously Dependent On China? FORBES. https://www.forbes.com/sites/kenrapoza/2020/04/30/why-is-the-us-is-so-ridiculously-dependent-on-china/#71e3370c56b5

Rocha, K. (2020). Investimentos privados em infraestrutura nas economias emergentes: a importância do ambiente regulatório na atração de investimentos. https://www.ipea.gov.br/portal/images/stories/PDFs/TDs/td_2584.pdf

Rodeck, D. (2020). Alphabet Soup: Understanding the Shape of a COVID-19 Recession. FORBES. https://www.forbes.com/advisor/investing/covid-19-coronavirus-recession-shape/

Silva, N., & Fleury, M. L. (2012). Estratégias De Transferência De Conhecimento Em Multinacionais Brasileiras: Estudo Comparativo Entre As Subsidiárias. Internext: Revista Electrônica de …, October, 1–33. http://search.ebscohost.com/login.aspx?direct=true&profile=ehost&scope=site&authtype=crawler&jrnl=19804865&AN=85883259&h=bSrHeWVfH+aBhqWrAOwNAVR+k8ikqkhTs4y90XRrzRPwq5swurUKmiYgtRTE1GMbRbHssOa023JEr2gQGTsY0g==&crl=c

Simon, H. A. (1957). A Behavioral Model of Rational Choice. In Models of Man, Social and Rational: Mathematical Essays on Rational Human Behavior in a Social Setting. Wiley.

Stiglitz, J. E. (2018). Trump and Globalization. Journal of Policy Modeling, 40(3), 515–528. https://doi.org/10.1016/j.jpolmod.2018.03.006

Tomelin, J., Amal, M., Hein, N., & Carpes Dani, A. (2018). Foreign direct investment in the G-20: to what extent do institutions matter? RAUSP Management Journal, 53(3), 404–421. https://doi.org/10.1108/RAUSP-04-2018-003

UNCTAD. (2020). Impact of the COVID-19 Pandemic on Global FCI and GVCs. https://unctad.org/en/PublicationsLibrary/diaeiainf2020d3_en.pdf

Wadhwa, K., & Reddy, S. S. (2011). Foreign direct investment into developing Asian countries: the role of market seeking, resource seeking and efficiency seeking factors. International Journal of Business and Management, 6(11), 219.

Werlang, N. B., Dalbosco, I. B., Floriani, D. E., & Rossetto, C. R. (2014). Dynamic Capabilities and the Inward Internalisation Process of an Argentine Multinational Directed To. Revista Eletrônica de Negócios Internacionais, 9(1), 23–40.




DOI: http://dx.doi.org/10.18568/internext.v16i1.636

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