UBS: дигитализацията и роботиката ще ударят възникващите пазари
However, what has hitherto largely gone unnoticed in this debate is that digitisation will also wipe out jobs in emerging markets countries such as China and India. And UBS’s economists argue that this displacement could be more — not less — intense in the developing world since their economies rely more heavily on low-skilled work that can most easily be replicated by robots.
One consequence is that automation could deliver a big boost to growth in places such as America, helping to strengthen its currency in the medium term. Indeed, some economists suspect that this pattern is already helping to support growth in America, enabling US companies such as Alcoa or General Electric to engage in “reshoring” of their factories, bringing production lines back to America from the emerging markets.
However, what has hitherto largely gone unnoticed in this debate is that digitisation will also wipe out jobs in emerging markets countries such as China and India. And UBS’s economists argue that this displacement could be more — not less — intense in the developing world since their economies rely more heavily on low-skilled work that can most easily be replicated by robots.
One consequence is that automation could deliver a big boost to growth in places such as America, helping to strengthen its currency in the medium term. Indeed, some economists suspect that this pattern is already helping to support growth in America, enabling US companies such as Alcoa or General Electric to engage in “reshoring” of their factories, bringing production lines back to America from the emerging markets.
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