Saturday, April 26, 2014

The Science of Demand (36) - Unofficial Translation of Steven Cheung's 经济解释 - 科学说需求


When price falls, quantity demanded rises – this is the law of demand. But when the price of a good falls, the total consumption value of buyers toward that good may either fall or rise. From the viewpoint of the seller, income after price reduction may either fall or rise. The key determinant is the price elasticity of demand.

Price elasticity is a coefficient calculated by a simple equation. In the late nineteenth century, some economists tried in vain to find this simple equation. By the end of 1881, while holidaying in Sicily with his wife, Marshall enjoyed working at the rooftop of a small hostel. One afternoon, he came down from the rooftop and said to his wife: “I have just found the elasticity of demand!”

Today, other than price elasticity, there are innumerable equations of other elasticity coefficients that can be made very complicated. Unfortunately, in respect of explaining behavior, elasticity coefficient has only limited application, hence is not crucial. (In estimating the change in social welfare – if you believe in this – elasticity coefficient is crucial nonetheless.)

Let’s just focus on the price elasticity of demand. A fall in price itself leads to less consumption; a rise in quantity demanded itself leads to more consumption. Whether the resultant total consumption will rise or fall depends on the relative weightings of these two. The key in Marshall’s then solution lies in treating the relative weightings in percentage terms. The price elasticity coefficient is calculated by having the percentage change in quantity as the numerator and the percentage change in price the denominator. When price falls, and the percentage increase in quantity in the numerator is greater than the percentage decrease in price in the denominator, then the elasticity coefficient will be greater than one, which is termed elastic. As such, any fall in price will lead to increased consumption (increase in seller’s income). If the elasticity coefficient is less than one, termed inelastic, consumption will fall.

When price is elastic (coefficient greater than one), price and consumption diverges. When price is inelastic (coefficient less than one), price and consumption converges. Be mindful that price elasticity coefficient is calculated at a particular price. There are countless prices on a demand curve, and price elasticity coefficients at different prices can be all different: elasticity coefficients greater than one for a certain portion of the curve, and less than one for another portion.

Price elasticity of demand does not offer much help in explaining behavior due to our difficulty (inability in fact) in foreseeing its ballpark figure. Even though quantity demanded is invisible, but due to the law of demand, we know that when price falls, quantity demanded will rise. We will not have this convenience using price elasticity coefficient.

Let’s quote an example. In 1997, Hong Kong’s Western Harbor Tunnel began operations. It was privately built and its operators undoubtedly yearned for more income. Toll at the outset was HK$30 but traffic was infrequent, resulting in several tactics to offer discounts. Subsequently, more traffic was generated, and toll was increased to HK$40. With a fall in income after such an increase (elasticity coefficient larger than one), toll was then reduced to HK$35. Service costs, repairs and maintenance, etc., are negligible for one extra car crossing the tunnel, therefore the main goal of the tunnel is maximizing its total income. Maybe total income would be far higher when toll were set at HK$20 than HK$35 or HK$30.

Another example is that over the years, every time before the Hong Kong government raises excise taxes on tobacco and alcohol, it will forecast how much additional revenue that would bring to its Treasury. Experience tells us that such government forecast is never accurate, with a standard not much different from that of low-skilled laborers. Were the Hong Kong government to ask me to forecast, my capability would at best be on a par with that of laborers! The problem being nobody knows the price elasticity of demand for tobacco and alcohol.

Unable to foresee price elasticity coefficient, we can nonetheless try guessing. Not long ago, I made two guesses for the publications of a publisher – one was right, the other wrong – resulting in a tie.

The first time was for the Chinese calligraphy DVD that I helped to produce for my teacher, Zhou Huijun. Teacher Zhou’s calligraphy demonstration is so amazing that there is no close substitute in the market, and given one lesson of calligraphy costs close to HK$200 while Zhou’s DVD can be constantly re-read, I believed if the price was HK$50, its elasticity coefficient should be less than one, therefore setting the price at HK$100 should not be a problem. Little did I know that the price was set too high. My guess of price elasticity coefficient was wrong.

The second time was for my two recent books on education and academia respectively that were re-organized from former articles. These two books were diligently compiled to my satisfaction. The publisher asked me on the pricing. After deliberate consideration, I said HK$100, doubling the normal price. Why? With my belief of no close substitutes in the market, price elasticity coefficient should be less than one. This time I was right: selling price was doubled yet sales volume was high.

One right and one wrong, with the same inference method. Price elasticity coefficient is largely determined by the more or less of substitutes and their prices. Interestingly, I believe substitutes for Teacher Zhou’s calligraphy DVD are in all likelihood even less than that of my two books. But my guess was wrong.

The implication here is obvious. Whoever could always accurately guess beforehand the elasticity of demand in the market must be awfully rich. Even approximately right could have already made a fortune. No such person has ever existed in the world, clearly reflecting that elasticity coefficient can never be foreseen.



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