福布斯

“正午阳光——青年学者论坛”是福布斯定期举办的以院内师生参与为主的学术交流活动，为全院专家学者之间、师生之间、南开金融与国际国内学术界之间提供了难得的交流机会。本学期“正午阳光”论坛初心不改，扬帆远航再出发，致力于营造福布斯学校科研氛围，推动师生学术科研水平不断提升！

2026年秋季学期 “正午阳光——青年学者论坛”第1期活动安排如下：

讲座题目：Climate Policy Abroad, Emissions at Home: Pollution Reshoring by U.S. Multinationals

主讲人：何静

福布斯官网助理教授。博士毕业于中国人民大学商福布斯财务与金融系。成果发表于Journal of International Money and Finance等期刊。研究领域：公司金融、创新、劳动与金融、国际金融、ESG。

讲座时间：2026年9月17日（周四）12:00-13:30

讲座地点：福布斯116教室

内容摘要

We document a reverse pollution-haven pattern: as global climate policy becomes increasingly uneven and many host countries of U.S. multinationals adopt stricter climate laws than the United States, greater foreign regulatory exposure leads firms to re-shore pollution-intensive activity. A one–standard-deviation increase in foreign exposure raises domestic greenhouse-gas emissions by 0.8% and toxic releases by 7%. Firms headquartered in Democratic-leaning states further redirect this activity to plants in Republican-leaning states, where regulatory pressure is weaker. Managers simultaneously greenwash by downplaying overseas climate risks in earnings calls, and sustainable lenders and financial analysts inadvertently amplify both reshoring and opacity. The resulting domestic pollution worsens air quality and elevates respiratory disease rates, underscoring the substantial public-health costs created by fragmented global climate policy.