专栏资本主义

We are all capitalists now

The corporation has changed significantly over the past century — so has the consumer

Most people boarding a plane do not realise that the aircraft almost certainly does not belong to the airline whose logo is painted on the fuselage — and I should know: I own a small fraction of an Airbus A380 that is leased to Emirates.

In fact, the world’s largest owner of civil aircraft is Dublin-based AerCap, which employs accountants rather than pilots. What is more, the owner of the aeroplane usually does not own the engines. The airline will have a contract for engine services — say for 10 years — with an engine manufacturer, such as Rolls-Royce, which agrees to provide power and maintain or replace the engines during that time. However, Rolls-Royce does not own the engines, either. Ownership is normally passed on to a subsidiary, in this case jointly controlled by GATX, a company whose principal activity is leasing rail carts.

What about Amazon warehouses? They can be found all over the world; the name and logo on the side reminding you that Amazon is a corporation whose revenues and market capitalisation put it among the largest businesses in the world. But, most of these “fulfilment centres” are rented — the largest provider is the San Francisco-based Real Estate Investment Trust (Reit), Prologis. And whose are the goods inside? If you look at Amazon’s balance sheet, you will see that in the main you, or your credit card provider, have paid for your purchases before Amazon has paid the supplier. Most retailers employ similar practices.

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约翰•凯

约翰•凯(John Kay)从1995年开始为英国《金融时报》撰写manbetx20客户端下载 和商业的专栏。他曾经任教于伦敦商学院和牛津大学。目前他在伦敦manbetx20客户端下载 学院担任访问学者。他有着非常辉煌的从商经历,曾经创办和壮大了一家咨询公司,然后将其转售。约翰•凯著述甚丰,其中包括《企业成功的基础》(Foundations of Corporate Success, 1993)、《市场的真相》(The Truth about Markets, 2003)和近期的《金融投资指南》(The Long and the Short of It: finance and investment for normally intelligent people who are not in the industry)。

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