Five Good Books

 

The Fortune at the Bottom of the Pyramid
C. K. Prahalad

I pre-ordered this book in advance, 6 months before it was actually published in 2004 -- when it first came out, it was very exciting to lots of people. The book actually inspired a big convention in San Francisco shortly afterward, called "Eradicating Poverty through Profits." I was able to go, and I got to see C. K. Prahalad speak there. The convention attracted a wide variety of players from the IDC, all highly motivated and interested specifically in the role of business for raising people out of poverty. I got to see some really smart people talking in really dumb ways about business, and became convinced of the near (or maybe total) impossibility of anyone operating in both worlds at once -- the impossibility of either businesspeople fitting into development NGOs or agencies; or of development people ever being successful in business. It looked just like oil and water to me.

Now years later, much of what C. K. wrote about in his book seems self-evident, but that's mostly because the book itself was so widely read. His emphasis is on very large companies like national firms and multinationals. Small business and entrepreneurship are not his personal area of interest. His case (and the strength of the book is that it is all case studies) was that very big companies, because of their over-comfortableness with developed markets, are completely overlooking huge opportunities to profit from products and services pitched to the 4,000 million (!) consumers who are economically at the "Bottom of the Pyramid." Companies can be quite profitable in these markets (he gives many examples) and, while they're at it, they effectively organize the highly inefficient, uncompetitive, and mostly informal markets now serving these people, bringing down costs for the things poor people need, while increasing available choice, and increasing quality.

In Defense of Global Capitalism
Johan Norberg

This is a lovely little 300-page paperback, written originally in Swedish in 2001, translated to English in 2003, but still quite relevant today. It's full of statistics and graphs, but easy to read. It's the most tightly written essay I know of laying out the proven successes of freedom and capitalism, specifically, in poverty reduction. Highly recommended. Here's a testimonial off the back cover:

"The particular charm of this passionate essay is that capitalism would not interest Norberg if it were not such a mighty engine of human liberty. It is a young man's book, addressed to the idealistic young." -- Rosemary Righter, The Times of London

The White Man's Burden
William Easterly

Easterly is an economics professor in New York who worked for years at the World Bank, hence an insider in the IDC. The book doesn't talk much about the role of business in development. What it does do -- and beautifully -- is lay out the very strong case that local people have to find their own homegrown solutions, and that large development agencies cannot centrally-plan interventions and be effective, coming in as outsiders. Here are some quotes I like from the book, to give you the idea:

Page 11: "How can the West end poverty in the Rest? Setting a beautiful goal such as making poverty history, the Planners' approach then tries to design the ideal aid agencies, administrative plans, and financial resources that will do the job...  Setting a prefixed (and grandiose) goal is irrational because there is no reason to assume that the goal is attainable at a reasonable cost with the available means. It doesn't make sense to have the goal that your cow will win the Kentucky Derby. No amount of expert training will create a Derby-winning race cow. It makes more sense to ask, "what useful things can a cow do?" A cow can nicely feed a family with a steady supply of milk, butter, cheese, and (unfortunately for the cow) beef. Of course, you could win the Kentucky Derby if you had a championship-caliber horse, but this book will review the decades of experience that show aid agencies to be cows, not racehorses."

Page 15: "... complexity dooms any attempt to achieve the end of poverty through a plan, and no rich society has ended poverty in this way. It is only when rich-country politicians gaze at the non-voters in the rest of the world that they become Planners. This is another clue to the likelihood of planning: outsiders are more likely to be Planners, while insiders are forced by their fellow insiders to be Searchers."

And at the end of the book, page 383: "With this historical record, perhaps sixty years of Planners is enough. Maybe it is now time to give the Searchers a chance. Even though the biggest payoff comes from local Searchers who solve their own problems, Searchers from the rich West can do good, specific things for poor people."

The Mystery of Capital
Hernando De Soto

There is a huge fan club out there for Hernando De Soto, and I'm certainly in it. What's very cool about him is that he's an academic economist who has made major contributions to development theory, but he has done it all by getting out in the real world, and totally getting his hands dirty -- very dirty in fact, to the point, even, of risking his life. Sort of like the Indiana Jones of development economics. An earlier book of his is also very good, The Other Path -- subtitled "the economic answer to terrorism," it is particularly apt today. It was written 20 years ago, and tells the first-hand story of his original work carefully cataloging the strangling power of government bureaucracy in Peru, and his amazing real-life successes actually simplifying procedures for common people and bringing them  into the formal economy there in the late 1980s. His work on the ground literally contributed to the defeat of the Sendero Luminoso. So he's an amazing guy.

The Mystery of Capital belongs on any bookshelf alongside Prahalad's "Fortune at the Bottom." Where Prahalad talks about the huge potential purchasing power in developing economies, De Soto talks about -- and actually measures -- the huge amount of personal wealth already contained in poor people's property. This wealth is essentially locked up in a nearly-unusable state, in contrast to the wealth in rich countries with fully developed property rights, accessible credit, and a formal economy. Anyway, that's the basic idea. The best book by far on the subject, written by the person who originally described the problem.

Doing Business 2009
The World Bank

Really this is more of an annual publication by the World Bank, but at almost 200 pages it's like a book, and in places it reads like a book. The project is seven years old now, and was actually inspired by the work of Hernando de Soto -- here's a quote from the forward:

"The Doing Business project encompasses two types of data. The first come from readings of laws and regulations. The second are time and motion indicators that measure the efficiency in achieving a regulatory goal (such as granting the legal identity of the business). Within the time and motion indicators, cost estimates are recorded from official fee schedules where applicable. Here, Doing Business builds on Hernando de Soto's pioneering work in applying the time and motion approach first used by Frederick Taylor to revolutionize the production of the Model T Ford. De Soto used the approach in the 1980s to show the obstacles to setting up a garment factory on the outskirts of Lima."