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Globalisation

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Edexcel IGCSE Economics

Globalisation

Big idea: The world's countries are becoming more and more economically connected — through trade, money, technology, and companies that operate everywhere — and this connection creates winners and losers depending on who you are and where you live.

Quick Summary

  • Globalisation = countries becoming economically integrated through cross-border movement of people, goods/services, technology, and finance.
  • It's not new — it's existed for centuries — but it has sped up massively in the last 50 years thanks to technology.
  • Four main causes: reduced trade barriers, reduced transport costs, reduced communication costs, and the growth of multinational corporations (MNCs).
  • Globalisation affects six stakeholder groups differently: individual countries, governments, producers, consumers, workers, and the environment.
  • It brings real benefits (lower prices, more choice, jobs, rising incomes) but also real costs (inequality, exploitation, pollution, tax avoidance).
  • MNCs (multinational corporations) are businesses with production in 2+ countries — they are both a cause and a symptom of globalisation.
  • FDI (Foreign Direct Investment) is how firms actually go multinational — buying more than 10% ownership of a foreign firm, often through mergers, takeovers, or joint ventures.

1. What Is Globalisation?

The Definition, Unpacked

Officially: Globalisation is the economic integration of different countries through increasing cross-border movement of people, goods/services, technology and finance. That's a mouthful, so let's break it into everyday language.

Think about your phone. It was probably designed in one country, has a chip made in another, was assembled in a third, and is now being sold to you in a fourth. That entire journey — ideas, money, workers, and goods flowing freely across borders — is globalisation in action. Fifty years ago, this simply wasn't possible at this speed or scale.

The four things that move across borders 1. People (migration, tourism, workers)  •  2. Goods & services (trade)  •  3. Technology (ideas, innovation, communication)  •  4. Finance (investment, banking, currency)
Key stat worth remembering Global trade was worth roughly $6.45 trillion in 2000. By 2023 it had rocketed to $31 trillion — nearly a 5x increase in just over two decades. That single number tells you how dramatically globalisation has accelerated.

Not New — Just Faster

A common misconception is that globalisation "started" with the internet. Wrong — traders have crossed oceans for hundreds of years (think of the Silk Road, or European colonial trade). What's changed isn't that globalisation began recently — it's that the speed and depth of global connections have exploded, making countries far more interdependent (reliant on each other) than ever before.

This has real, visible effects: it has spread cultures and ideas, sped up industrialisation in developing nations (factories and manufacturing growing), and simultaneously caused de-industrialisation in developed nations (their factories close as production shifts abroad to cheaper locations).

Practice Question

Explain, using an example, why globalisation is described as "not a new phenomenon" but has accelerated in the last 50 years.

2. The Causes of Globalisation

Four big forces have driven globalisation's rapid rise. Picture them as four "gates" that used to be closed (or expensive to pass through) and have gradually swung open.

1. Free Trade / Trade Liberalisation

The World Trade Organisation (WTO) has become far more effective at negotiating trade agreements between countries. This means countries are increasingly open to free trade — reducing or removing tariffs (taxes on imports) and quotas (limits on how much can be imported). When it's cheaper and easier to sell goods abroad, firms naturally start doing exactly that.

2. Reduced Cost of Transport

Lower transport costs let businesses move far larger volumes of goods internationally. The classic example is containerised shipping — standardised metal containers that can be stacked on ships, moved directly onto trains or trucks, and loaded/unloaded quickly. Before containerisation, loading a ship was slow and expensive; now, huge volumes of goods can cross oceans cheaply.

3. Reduced Cost of Communication

Technology like Skype, WhatsApp, and WeChat means a business owner in Kenya can instantly video-call a supplier in Vietnam for free. This has made it dramatically cheaper and easier for firms to connect, coordinate, and promote themselves globally — no expensive international phone calls or slow letters required.

4. Growth & Influence of MNCs

Multinational corporations (MNCs) expanding their operations across borders is itself both a cause and a consequence of globalisation — the more MNCs grow, the more interconnected the world's economies become. (We cover MNCs in full detail in Section 4.)

Extra causes worth mentioning in longer answers The source material also highlights: growth of the global labour force, migration within and between economies, political change (e.g. governments opening up markets), and increased investment flows between countries.
Practice Question

A business wants to expand its supply chain internationally. Explain two reasons why this has become easier over the past few decades.

3. The Impacts of Globalisation

This is the part examiners love to test, because it's rarely simple. Globalisation isn't "good" or "bad" — it creates winners and losers, and who wins or loses depends on which stakeholder group you're looking at. Always structure your answers stakeholder-by-stakeholder: individual countries, governments, producers, consumers, workers, and the environment.

Advantages, By Stakeholder

StakeholderAdvantage & Example
Individual countriesDeveloping countries hosting global companies gain taxes and jobs. E.g. China's growing middle class rose from 3% (2000) to over 50% (2023) of the population.
GovernmentsHigher tax revenue from hosting global firms → more spending on healthcare, education, infrastructure.
ProducersAccess to huge markets → higher output → lower costs from economies of scale. E.g. Procter & Gamble operates in 180+ countries.
ConsumersMore competition → lower prices and greater choice. E.g. L'Oréal offers 36 global brands across 150 countries.
WorkersLabour mobility eases staff shortages and raises wages in developing countries. E.g. Mattel manufactures in China, accessing low-cost worker expertise.
Worked Example Question: "Which of these is a benefit of globalisation for consumers?" A) Higher import tariffs B) Lower prices from increased competition C) Fewer product choices D) Higher production costs. Answer: B — globalisation increases competition between firms from different countries, which pushes prices down and expands the range of goods on offer.

Disadvantages, By Stakeholder

StakeholderDisadvantage & Example
Individual countriesRising inequality between rich and poor countries. Low trade-union membership in developing nations → worker exploitation. Deindustrialisation in developed countries as industries relocate — e.g. the UK textile industry outsourcing to SE Asia, causing structural unemployment.
GovernmentsTax avoidance — MNCs use offshore accounts and international loopholes. Some firms have revenue higher than a host nation's entire GDP, giving them monopoly power to influence laws.
ProducersSmall local firms struggle to compete with established global firms — pushing them out of business and reducing competition.
ConsumersCultural globalisation — Western values and global brands (Coca-Cola, Nike, Apple) can erode local cultures.
WorkersPoor working conditions and low wages in sweatshops (often 12-hour shifts, 6–7 day weeks). MNCs are "footloose" — they can relocate factories at will, increasing regional unemployment.
EnvironmentFirms move production to countries with weaker environmental laws. Rising global demand fuels global warming and resource depletion — e.g. deforestation in Indonesia for palm oil destroys 45,000 hectares of forest per year.
Common mistake Students often write "globalisation is bad for developing countries" as a blanket statement. Don't! It's more nuanced — developing countries can gain jobs, investment, and rising incomes (like China's middle class), but can also suffer worker exploitation and environmental damage. Always show both sides for full marks.
Practice Question

Discuss whether globalisation benefits workers in developing countries more than it harms them. (Think about at least two effects on each side.)

4. Multinational Corporations (MNCs)

What Actually Makes a Firm "Multinational"?

A multinational corporation (MNC) is a business that has production facilities in two or more countries. That's the crucial word — production. It's not enough to just sell products abroad (that makes you an exporter) or buy from abroad (that makes you an importer). You need actual operations/manufacturing happening in more than one country.

Worked Example Question: A firm is described as a multinational corporation (MNC) if it: A) has shareholders in many countries B) exports goods to other countries C) imports goods from other countries D) operates in more than one country. Answer: D. Shareholders' nationality is irrelevant to where the firm operates (A is wrong); exporting or importing alone just makes you an exporter/importer, not multinational (B and C are wrong). Tesla is a good real example: headquarters and major decisions in Texas, but assembly operations in China — it produces in more than one country.

Well-known real-world MNCs include BP, General Electric, McDonald's, FedEx, Lego, Starbucks, H&M, HSBC, Samsung, Toyota — you'll recognise nearly all of these from daily life, which is exactly the point: MNCs are everywhere because globalisation has made cross-border operation the norm, not the exception.

Foreign Direct Investment (FDI)

FDI occurs when investment by a foreign firm results in more than a 10% share of ownership of a domestic firm. This 10% threshold matters — below it, it's usually just a portfolio investment (buying shares as an investor); above it, the foreign firm has real influence and control, which is what makes it "direct" investment rather than passive investment.

Businesses typically grow into other countries through FDI via:

  • Mergers — two firms combining into one
  • Takeovers — one firm buying control of another
  • Joint ventures — two firms from different countries creating a new business together
Real Example EE was formed in 2012 as a joint venture between the French company Orange and the German company T-Mobile — combining their resources to gain a greater share of the UK telecoms market than either could achieve alone.

Inward vs. Outward FDI

Direction matters — don't mix these up Inward FDI = a foreign business invests into the local economy (money flowing in).
Outward FDI = a domestic business expands its operations into a foreign country (money flowing out).

Example of inward FDI: in 2017, Kenya opened the Kenya Standard Gauge Railway Line, built by Chinese investors — foreign money flowing into Kenya's infrastructure. Example of outward FDI: Dyson (a UK company) moved its manufacturing to Malaysia, China, and the Philippines — UK money and operations flowing outward.

Crucially, the impact of FDI on economic growth depends on how it happens. This is a subtle but important point examiners like to test: Chinese firms investing overseas often bring their own employees and send all profits back home, meaning the host economy benefits less. Indian firms investing overseas tend to hire local employees and reinvest more profit into the host country — so the same £1 million of FDI can have very different effects on a local economy depending on the investor's approach.

Case Study: Why Nike Grew Into an MNC

ReasonHow It Applies to Nike
Economies of scaleManufacturing in lower-labour-cost countries like Vietnam increases output and lowers unit costs.
Access to resourcesSources rubber, leather, and textiles from Thailand, Malaysia, India, and Brazil.
Lower transport costsDistribution centres placed near key markets across continents; Vietnam has good transport hubs.
Lower communication costsUses technology to coordinate production sites worldwide.
Access to new consumersTailors products by region (baseball gear in the USA, football kit in Europe, cricket gear in Australia). 57% of Nike's sales in 2022 came from outside the USA.
Practice Question

Distinguish between inward FDI and outward FDI, giving an example of each.

5. Evaluation: Advantages & Disadvantages of MNCs and FDI

This is the "evaluate" section examiners reward heavily for balanced analysis. MNCs and FDI have real power to generate economic growth — more economic activity, employment, and output — but that power cuts both ways.

AdvantagesDisadvantages
Access to raw materials/cheap labour → lower costs → lower prices for consumers Damage to local habitats/environment during production — e.g. Shell's track record of oil pollution in vulnerable communities in Nigeria; resource depletion from extraction
Job opportunities and local economic growth; training & development programmes build worker skills Unsightly production facilities left behind once resources are extracted (e.g. abandoned open mines)
Investment improves infrastructure — better roads, water, electricity access for the local community Profits often repatriated (sent back) to the home country rather than staying local
MNCs pay taxes and business rates to local councils/authorities, which can fund local reinvestment Tax avoidance strategies — e.g. in 2016 Apple used tax loopholes in Ireland to pay minimal tax, reducing potential government revenue
Investment in capital assets — e.g. Samsung Electronics building manufacturing plants and R&D centres across Vietnam
Examiner-favourite phrase "MNCs are footloose" means they have no fixed loyalty to any one country or region and can relocate their operations elsewhere whenever it becomes more profitable to do so — this is a key reason why host countries can't always rely on MNC jobs staying long-term.
Practice Question

"Governments should always welcome MNCs into their country." To what extent do you agree with this statement?

What to Memorise

Globalisation The economic integration of countries through cross-border movement of people, goods/services, technology and finance.
MNC (Multinational Corporation) A business with production facilities in two or more countries.
FDI (Foreign Direct Investment) Investment by a foreign firm resulting in more than 10% ownership of a domestic firm.
Inward FDI A foreign business invests into the local/domestic economy.
Outward FDI A domestic business expands its operations into a foreign country.
Tariffs & Quotas Taxes on imports (tariffs) and limits on import quantities (quotas) — reducing these = trade liberalisation.
Deindustrialisation The decline of traditional/manufacturing industries in developed countries as production shifts to lower-cost nations.
Footloose Describes MNCs that have no loyalty to a region and can easily relocate factories elsewhere.
Repatriate profits When an MNC sends profits earned abroad back to its home country rather than reinvesting locally.
Cultural globalisation Global brands (Coca-Cola, Nike, Apple) spreading and gradually eroding local cultures with Western values.
Key stats to quote in exams Global trade: $6.45 trillion (2000) → $31 trillion (2023). China's middle class: 3% (2000) → 50%+ (2023). Indonesian deforestation for palm oil: 45,000 hectares/year. Nike's overseas sales: 57% of total (2022). P&G operates in 180+ countries. L'Oréal: 36 brands across 150 countries.

Concepts Checklist

Exam Tips

Don't confuse exporters/importers with MNCs
An MNC must have actual production facilities in 2+ countries. A firm that just sells goods abroad is an exporter, not multinational — this is a classic trick option in multiple choice questions.
Always evaluate both sides
"Evaluate" or "discuss" questions need advantages AND disadvantages, ideally for more than one stakeholder. A one-sided answer caps your marks even if everything you wrote was correct.
Get inward vs. outward FDI direction right
Always ask: "which country is the money flowing INTO?" Inward = foreign money coming in. Outward = domestic money going out. Mixing these up is one of the most common mistakes.
Back up points with real stats
Examiners reward answers that use specific, real evidence (e.g. "$6.45 trillion to $31 trillion", "Apple's 2016 Ireland tax case", "Shell's oil pollution in Nigeria") over vague generalisations.
Structure by stakeholder
When asked about the "impacts" of globalisation, structure your answer stakeholder-by-stakeholder (countries, governments, producers, consumers, workers, environment) rather than writing generic points — this shows the examiner clear application.
Watch for "government expenditure" traps
Globalisation mostly refers to private sector transactions between countries — it doesn't automatically affect government budget deficits, inflation levels, or require a single global currency. Don't assume these follow automatically.
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  • 5. Evaluation: Advantages & Disadvantages of MNCs and FDI
  • 4. Growth & Influence of MNCs
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