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R&D Tax Incentives as Enabling Institutions: Directing MNEs’ R&D Outsourcing Decisions

2025· article· en· W4416004763 on OpenAlexaboutno aff
Shiqi Xu, Klaus Meyer

Bibliographic record

VenueAcademy of Management Proceedings · 2025
Typearticle
Languageen
FieldBusiness, Management and Accounting
TopicInternational Business and FDI
Canadian institutionsnot available
Fundersnot available
KeywordsIncentiveTransaction costOutsourcingCorporate governanceMicrodata (statistics)LegitimacyInstitutionEnforcementIncomplete contracts

Abstract

fetched live from OpenAlex

MNEs’ R&D governance decisions are shaped by the host institutional environment, which entails constraining institutions and enabling institutions. The former restricts economic activities, and the latter orients MNEs toward certain possibilities over others. Prior internalization studies emphasize constraining institutions. They argue that because market failure increases transaction costs, MNEs pursue R&D internalization. This paper conceptualizes R&D tax incentives as the proxy for enabling institutions that actively and purposely guide MNEs’ R&D governance decisions toward R&D outsourcing. We hypothesize that R&D tax incentives direct MNEs to pursue R&D outsourcing by reducing the costs of R&D contracts, acting as information signals of legitimacy that facilitate MNEs’ access to local resources, and addressing market failure to compensate MNEs’ return on R&D. Specifically, the relationship is enhanced as the influence of the constraining institutions decreases. Thus, we hypothesize that the relationship is strengthened when 1) the host country’s intellectual property regulatory institution is stronger than that of the MNE’s home country, 2) a bilateral investment treaty exists between MNEs’ home and host countries, and 3) the MNE has prior outsourcing experience in the host country. We find empirical support for all our hypotheses using the Business Research Microdata of Statistics Canada.

Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.

How this classification was reachedexpand

Full frame machine prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. The Gemma side is a direct model label for every work in the frame, read from the title-only record. The Codex side is a classifier learned from the 10,348 direct Codex labels and calibrated to design-weighted sample rates; fields without enough sample support carry no Codex call. Candidate is the union of the two sides; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels.

metaresearch head score (Codex)0.002
metaresearch head score (Gemma)0.012
Version: metacan-v3-hybrid-931329e0061cValidation status: machine_predicted_unvalidated
Candidate categoriesnone
Consensus categoriesnone
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Observational · Consensus signal: Observational
GenreCandidate signal: Empirical · Consensus signal: Empirical
Teacher disagreement score0.014
Threshold uncertainty score0.027

Distilled classifier scores by category (both heads)

CategoryCodexGemma
Metaresearch0.0020.012
Meta-epidemiology (narrow)0.0000.000
Meta-epidemiology (broad)0.0000.000
Bibliometrics0.0010.001
Science and technology studies0.0010.001
Scholarly communication0.0030.001
Open science0.0000.001
Research integrity0.0010.001
Insufficient payload (model declined to judge)0.0060.000

Machine scores (provisional)

The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.

Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.

Opus teacher head0.054
GPT teacher head0.315
Teacher spread0.262 · how far apart the two teachers sit on this one work
Validation statusscore_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it

Classification

machine, unvalidated

Machine predicted; a candidate call from one source (direct Gemma or distilled Codex), not a consensus.

The models applied no category: nothing in the taxonomy fit this work.
Study designObservational
Domainnot available
GenreEmpirical

How this classification was reached, model by model and score by score, is at the end of the page under "How this classification was reached".

Quick stats

Citations0
Published2025
Admission routes1
Has abstractyes

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