1 Introduction
Changes in international trade flows and world
prices are major channels through which the
global financial crisis will hit developing
countries. The recession in the ‘global North’
triggered by the financial crisis and the resulting
slowdown of growth in China and other major
emerging economies generates a decline in
demand for exports from developing countries,
along with a reversal of the beneficial terms-of-
trade trends that have favoured net exporters of
primary commodities over the last few years.
How these trade shocks and terms-of-trade
trends affect economic performance and welfare
in low-income countries depends on country-
specific characteristics, especially initial trade
patterns, and requires a differentiated analysis
across countries.
This study uses a multi-region computable
general equilibrium (CGE) world trade model to
gauge the impact of a slowdown in economic
activity in the OECD on trade performance,
world prices, and aggregate welfare in the rest of
the world with a particular focus on the least
developed countries (LDCs) in sub-Saharan
Africa and Asia and on other Department for
International Development (DFID) focus
countries. The results of the simulation analysis
indicate the degree of vulnerability of different
developing countries and regions distinguished
in the model to impacts arising from the
recession via the trade channel. Using these
results, one can quantify the general order of
magnitude of additional external assistance that
would be required to compensate developing
countries for the negative trade shocks
emanating from the ‘North’.
In addition to the trade channel, there are
important potential impacts that work through
financial channels such as contractions of trade
credit, declines in foreign investment, drops in
remittances, and changes in foreign debt
servicing burdens. This study focuses on the
trade channel using a model of real trade flows
in which financial flows are held fixed. While it is
possible to use such a real trade model to explore
the impact on global trade and production of
exogenous macro shocks working through
financial flows, it is useful to isolate the impacts
working through the trade channel to get a sense
14
The OECD Recession and Developing
Country Trade: A Global Simulation
Analysis
Sherman Robinson and Dirk Willenbockel
Abstract International trade is one of the main channels through which the global financial crisis hits
developing countries. The recession in the ‘global North’ triggered by the financial crisis and the resulting
slowdown of growth in other major emerging economies will generate declines in demand for exports from
developing countries, along with a reversal of the beneficial terms-of-trade trends that have favoured net
exporters of primary commodities over the last few years. How these terms-of-trade effects affect
economic performance and welfare in low-income countries depends on country-specific characteristics and
require a differentiated analysis. We use a multi-region computable general equilibrium world trade model
to gauge the impact of a slowdown in the Organisation for Economic Co-operation and Development
(OECD) on the rest of the world, with a particular focus on the least developed countries. The analysis aims
to identify the characteristics of regions most vulnerable to adverse global crisis impacts via the trade channel.
IDS Bulletin Volume 40 Number 5 September 2009 © 2009 The Authors. Journal compilation © Institute of Development Studies
Published by Blackwell Publishing Ltd, 9600 Garsington Road, Oxford OX4 2DQ, UK and 350 Main Street, Malden, MA 02148, USA