................................................................................................................................................... 1 I. DE-INDUSTRIALIZATION ................................................................................................................... 1 II. QUANTIFICATION .............................................................................................................................. 5 Accounting for de-industrialization .................................................................................................. 6 North-South trade ............................................................................................................................. 8 III. THE UNITED STATES AND THE UNITED KINGDOM COMPARED.......................................................... 9 Production ......................................................................................................................................... 10 International trade ............................................................................................................................. 12 IV. FOCUS ON THE UNITED KINGDOM .................................................................................................... 16 The balance of payments................................................................................................................... 17 Strong and weak industries in United Kingdom manufacturing ...................................................... 20 The future ......................................................................................................................................... 22 V. CONCLUSION ..................................................................................................................................... 23 REFERENCES ............................................................................................................................................. 24 Charts 1 Share of manufacturing employment in Europe and North America ............................................... 2 2 Share of manufacturing employment in selected Asian countries ................................................... 2 3 Real output per head of population, 19602003 .............................................................................. 10 4 Manufacturing output and employment, 19602003 ....................................................................... 11 5 Manufacturing expenditure, output and trade balance: United Kingdom, 19852003 ..................... 12 6 Manufacturing expenditure, output and trade balance: United States, 19852003........................... 13 7 Manufacturing trade balances of developed countries ..................................................................... 14 8 Manufacturing trade balances of Other developed countries ........................................................ 14 9 Current account of the balance of payments: United States and United Kingdom, 19652003 .............................................................................. 15 10 Components of the United Kingdom balance of payments, 19702003........................................... 18 11 Invisibles components of the United Kingdom balance of payments, 19902003 .......................... 19 12 Invisibles components of the United States balance of payments, 19902003 ................................ 19 13 United Kingdom trade performance manufacturing sectors, 19902003 ...................................... 21 Tables 1 Estimates of the share of manufacturing in employment, 19622002 ............................................. 7 2 Explaining de-industrialization, 19922002 .................................................................................... 8 3 United States and United Kingdom compared, 19902000 ............................................................. 16 4 Components of services and property income in the United Kingdom balance of payments .......... 20 DE-INDUSTRIALIZATION AND THE BALANCE OF PAYMENTS IN ADVANCED ECONOMIES Robert Rowthorn and Ken Coutts (Faculty of Economics, Cambridge University)
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