專欄創新

Radical innovation rarely comes from within

How much competition is enough? Many important markets are dominated by a few large companies. The big four accountancy firms undertake the audits of almost all large corporations. Most current accounts are held at a small number of retail banks. You have a choice of perhaps three or four mobile phone networks. The list of similar oligopolies can easily be extended.

In all these industries, established businesses will tell you that they welcome competition. But, these companies will often explain, enough is enough. Users already have a wide choice of products and suppliers. Measures to encourage new entry, or to prevent incumbents from making mergers and acquisitions, or – worst of all – to give others access to the facilities these incumbents have expensively constructed, are certainly inappropriate and probably harmful.

The background is one in which many private and public monopolies have been dismantled. In telecommunications your choice for 100 years was to take what the local telephone provider offered or to leave it. But consumers now have a bewildering variety of choice. They certainly don’t need more. The priorities of public policy should be directed elsewhere – to promoting investment and innovation. Global competitiveness, not domestic competition, is what matters. Government departments and regulators have been more and more ready to accept these arguments.

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約翰•凱

約翰•凱(John Kay)從1995年開始爲英國《金融時報》撰寫經濟和商業的專欄。他曾經任教於倫敦商學院和牛津大學。目前他在倫敦經濟學院擔任訪問學者。他有著非常輝煌的從商經歷,曾經創辦和壯大了一家諮詢公司,然後將其轉售。約翰•凱著述甚豐,其中包括《企業成功的基礎》(Foundations of Corporate Success, 1993)、《市場的真相》(The Truth about Markets, 2003)和近期的《金融投資指南》(The Long and the Short of It: finance and investment for normally intelligent people who are not in the industry)。

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