Decision Making as Output and Bounded Rationality

  The classical economics theories proceed on the assumption of rational agents. Rationality implies the economic agents undertake actions or exercise choices based on the cost-benefit analysis they undertake. The assumption further posits that there exists no information asymmetry and thus the agent is aware of all the costs and benefits associated with the choice he or she has exercised. The behavioral school contested the decision stating the decisions in practice are often irrational. Implied there is a continuous departure from rationality. Rationality in the views of the behavioral school is more an exception to the norm rather a rule. The past posts have discussed the limitations of this view by the behavioral school. Economics has often posited rationality in the context in which the choices are exercised rather than theoretical abstract view of rational action. Rational action in theory seems to be grounded in zero restraint situation yet in practice, there are numerous restra

A Primer on Real Life Action and Economics- I


We often use economics subconsciously as we go about our daily routine. Economics is about human actions and behaviour and we engage in plenty every day from birth to death. These actions consistently demonstrated over period of time reveal patterns that build up the theoretical and conceptual foundations in economics. Quite often, many actions undertaken either in personal, social, or professional capacities might occur without any explicit linkage to economics but each of those actions perhaps reveal something about economics and its idiosyncrasies in life.

Presented below are few examples in tabular form. One column highlights the real life phenomenon what we observe, while the second column builds up the theoretical linkage to economics.

Real Life Practice/ phenomenon


Economics Linkage
Free E-mail services
It might be puzzling to find why Gmail offers free email services. Given the server capacity they possess, any addition of extra user to their network commands a near zero marginal cost. In fact even offering large space for mail storage too has zero marginal cost given their investments in server and storage space. These investments command fixed costs and thus at very large levels of output command near zero average fixed costs, very high degree of economies of scale. The email service providers generate money by offering personalised services like email extensions linked to organization name etc. Those desirous of personalised email ids will pay more and thus cross subsidize the rest of the free-riders. Further firms like Google use the storage and server space to offer numerous other offerings to monetize and leverage both scale and scope


Industrial clusters
One often see the growth of industries in certain clusters. In Bangalore, all IT industries are normally clustered around few spaces. They follow the concept of economies of agglomeration. As the firms cluster together in city or region, they gain from closer interaction. Vendor and customer relationships will be easy to manage. For customers or vendors have an opportunity to interact with their clients at one place thus facilitating cost savings. The firms benefit from best practices and innovations which diffuse across the cluster fast. They gain from access to talent pool thus reducing search costs. For those prospective employees seeking jobs, it is much easier to approach different firms at one place. Moreover, the housing facilities, educational facilities comes up at the place resulting in spill overs. The financiers too would like their search and enforcement costs to come down. Given the region with high preponderance of technology geeks, it is highly probable of their random interaction at a pub or a disc or on public transport in discussing innovations and rapid diffusion and adoption of such innovations. Therefore agglomerating in close proximity generates demand side cost saving spilling over to supply side cost saving


Ownership of durables in slums
Anecdotal evidence from slums like Dharavi in Mumbai indicate a high degree of ownership of consumer durables in slums. This is a puzzle given the land titles are hazy and slums might be demolished any time. Moreover there are possibilities of forced eviction. The lack of titles itself answers this puzzle in part. Given the lack of clear ownership, the slum residents have little incentive to build or develop or improve their housing conditions. They are reconciled whether one wishes or not to the ambiguities in ownership and dangers of demolition. So they find no point in spending money of refurbishing immoveable assets. Given the expenditure function, and the principle of utility maximization, the law of equi marginal utility dictates allotment of income in such a way that ratio of marginal utility per good to the last rupee spent on that good is equal across all goods in the basket. In the conditions, the marginal utility of durables increases relative to the price and thus expenditure is shifted towards ownership of durables. The shift continues to happen till such time MU/P equals across all goods. If there were to be clear titles of ownership, the MU/P changes with respect to goods in the basket and residents will shift towards refurbishment and development of their houses.


Duty free shopping festivals
People enjoy duty free shopping. One tends to maximize utility given the constraints. Once the price reduces, there is tendency for maximising behaviour. People love incentives. The current sources of supply mean people have to spend more for their requirements of luxury goods. Given the associated expenditure functions and law of equi-marginal utility, the spending is allocated for essential goods. In duty shopping festivals, the attractiveness of being duty free encourages consumers to buy more. The incentive is robust enough and price fall is sufficient enough to create an upward substitution effect making a movement towards a higher indifference curve.


Multiple offerings from media groups
Many media groups offer not just a daily newspaper, but expand their offering into business daily, sports weekly, business weekly, general fortnightly/weekly etc. The economics rationale like in economies of scope. In an industry with high fixed costs but low variable costs, the recovery of fixed costs accompanied by low prices is possible only through large volume of single output or large volume through multiple output using similar inputs. Therefore in a newspaper industry, the manpower requirements are common or similar for each of those offerings. A sports writer will not only prepare a daily report for the newspaper but expand the same for the sports weekly. Similarly a political writer builds a report for the newspaper but expands into an analytical piece for fortnightly or weekly. The desk staff for editing, layout etc too can work on multiple offering given the similar skill sets. The printing machinery is common for across the board offerings. The printing machinery is used daily night for printing newspapers but lie idle for the rest of the day. On one day in a week, the same machinery will print a sports weekly, another day it will print business weekly, perhaps once in a fortnight, it will print the general fortnightly, once in a year at regular intervals, it might be used to print yearbooks on specialised subjects etc. This increases the capacity utilization of the machinery and human manpower and other software required in printing media offerings. The increased capacity utilization thus spreads the costs across multiple offerings generating what in economics is called economies of scope.




These five examples are illustrations of how economics pervade our daily life. There are thousands of such instances that we practice and act and consume without the knowledge of the underlying economic theory behind such action.


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