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Revisiting the Pollution Haven Hypothesis: Green Upgrading of Foreign Investment in Southern Host Countries Through Strategic Environmental Policies
 

Revisiting the Pollution Haven Hypothesis: Green Upgrading of Foreign Investment in Southern Host Countries Through Strategic Environmental Policies

Liming Hong, Sajid Anwar, Wei Huang Tao Wei
Social Science Research Network (SSRN) , Vol.18 February 2026
Elsevier
2026

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pollution haven hypothesis strategic environmental policy FDI green upgrading North-South trade
In the era of global carbon neutrality goals, developing countries are tightening environmental regulations, reshaping the investment landscape for multinational corporations (MNCs). This paper revisits the Pollution Haven Hypothesis (PHH), challenging the notion that lax regulations alone attract foreign direct investment (FDI). Introducing North-South asymmetries in clean production technologies and environmental damage, we find that stricter environmental policies in the South do not drive away advanced MNCs. Instead, such regulations can attract greener investments, promoting a "green upgrade" of foreign capital structures. Asymmetries also influence strategic interactions between environmental taxes, corporate taxes, and tariffs, enabling Southern countries to protect domestic industries while drawing high-quality, sustainable FDI. This paper provides crucial insights for developing nations on leveraging environmental policies to escape the pollution haven trap and meet carbon neutrality targets, offering a fresh theoretical perspective on the evolving dynamics of FDI and environmental regulation.
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