Con base en una reinterpretación de las dos primeras leyes de Kaldor y en la estimación de modelos de panel, en este documento se muestra que los sectores productores de sustancias químicas y productos relacionados y de productos metálicos, maquinaria y equipo tienen efectos significativos en el crecimiento de la manufactura de las regiones Toluca-Lerma y Valle de México durante el periodo 1970-2008 (primera ley). Adicionalmente, se encuentra que existen economías de escala crecientes o constantes en la primera región y constantes o decrecientes en la segunda (segunda ley), todo lo cual contribuye a explicar sus diferencias de crecimiento.
This study investigates regional employment and production resilience to adverse crisis shocks. We extend the concept of resilience beyond the notion of resistance and fast recovery to include the potential of positive spillovers to related industries in neighboring regions. The industrial analysis of the automotive cluster in Mexico relies on a spatial shift‐share approach to characterize the resilience ability of regional industries. The study employs the Sub‐Prime crisis as a benchmark to identify the type of employment and production recovery after an adverse shock of similar magnitude. Four industries within the automotive cluster present various degrees of spatial dependence—those industries with the most significant spillover effects on neighboring regions. The type of resilience shown by these automotive industries in the regions during the Sub Prime Crisis serves as a benchmark to base policy government and corporate decisions after the economic crisis caused by the outbreak of SARS‐CoV‐2.
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