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Group-Theoretic Bifurcation Theory

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Abstract

Fundamentals of group-theoretic bifurcation theory are introduced as a mathematical methodology to deal with agglomeration in economic geography, which is captured in this book as bifurcation phenomena of systems with dihedral or hexagonal symmetry. The framework of group-theoretic bifurcation analysis of economic agglomeration is illustrated for the two-place economy in new economic geography. Symmetry of a system is described by means of a group, and group representation is introduced as the main tool used to formulate the symmetry of the equilibrium equation of symmetric systems. Group-theoretic bifurcation analysis procedure under group symmetry is presented with particular emphasis on Liapunov–Schmidt reduction under symmetry. Bifurcation equation, equivariant branching lemma, and block-diagonalization are introduced as mathematical tools used to tackle bifurcation of a symmetric system in Chaps. 39.

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Notes

  1. 1.

    In fluid mechanics, for example, the Couette–Taylor flow in a hollow cylinder, which is a rotating annular fluid, displays wave patterns with various symmetries through pattern selection (e.g., Taylor, 1923 [19]). The convective motion of fluid in the Bénard problem displays regularly arrayed hexagons (e.g., Koschmieder, 1974 [11]). These phenomena can be explained successfully in terms of symmetry-breaking bifurcations.

  2. 2.

    See, for example, Sattinger, 1979 [17], 1980; Chow and Hale, 1982 [2]; Golubitsky and Schaeffer, 1985 [6]; Golubitsky, Stewart, and Schaeffer, 1988 [7]; Mitropolsky and Lopatin, 1988 [14]; Allgower, Böhmer, and Golubitsky, 1992 [1]; Marsden and Ratiu, 1999 [12]; Olver, 1995 [15]; and Hoyle, 2006 [9].

  3. 3.

    We restrict ourselves to finite-dimensional equations and finite groups, which are sufficient for our purpose. In so doing we can avoid mathematical sophistications necessary to address differential equations and continuous groups.

  4. 4.

    By adding \(\lambda _{1}\omega _{1} =\lambda _{1}\overline{\omega }\) and \(\lambda _{2}\omega _{2} =\lambda _{2}\overline{\omega }\), we obtain \(\overline{\omega } =\lambda _{1}\omega _{1} +\lambda _{2}\omega _{2} = (\lambda _{1} +\lambda _{2})\overline{\omega }\), which implies \(\lambda _{1} +\lambda _{2} = 1\) since \(\overline{\omega } > 0\).

  5. 5.

    See Sect. 2.4.1, as well as Sect. 1.5.4, for introductory issues of bifurcation and the definition of stability.

  6. 6.

    In new economic geography (Fujita, Krugman, and Venables, 1999 [5]), the value τ = τ A is called the break point and the bifurcation at point A is called tomahawk bifurcation.

  7. 7.

    The value τ = τ C is an important index of the sustainability of the core–periphery pattern called the sustain point.

  8. 8.

    A simple, analytically-solvable model for the two-place economy in Pflüger, 2004 [16] has a supercritical pitchfork bifurcation with A < 0 and B < 0 in Fig. 2.3b.

  9. 9.

    For details, the reader is referred to textbooks, such as Curtis and Reiner, 1962 [4]; Hamermesh, 1962 [8]; Miller, 1972 [13]; and Serre, 1977 [18].

  10. 10.

    See Ikeda and Murota, 2010 [10] for the general treatment without the assumption (2.60).

  11. 11.

    Loosely speaking, the term “generically” might be replaced by “unless the parameters take special values.”

  12. 12.

    For details, see Sattinger, 1979 [17]; Chow and Hale, 1982 [2]; and Golubitsky, Stewart, and Schaeffer, 1988 [7].

  13. 13.

    The reduction procedure is valid for a critical point \((\boldsymbol{u}_{\mathrm{c}},f_{\mathrm{c}})\) that is not necessarily group-theoretic although in later chapters we always treat group-theoretic critical points.

  14. 14.

    Since P is the projection onto an M-dimensional subspace, the equation (2.99) effectively represents M constraints and (2.100) represents (NM) constraints.

  15. 15.

    U = (ker(J c)) ⊥  and V = (range(J c)) ⊥  in Remark 2.9 are valid choices, since T is assumed to be unitary (cf., (2.33)).

  16. 16.

    We can replace \(T(g)\boldsymbol{w}\) by \(\boldsymbol{w}\) since \(\boldsymbol{w}\) is arbitrary in ker(J c) and ker(J c) is G-invariant.

  17. 17.

    The uniqueness assertion applies since \(T(g)\boldsymbol{\varphi }(T({g}^{-1})\boldsymbol{w},\tilde{f}) \in U\) by the G-invariance of U.

  18. 18.

    Proof of (2.130): \(h \in \varSigma (T(g)\boldsymbol{u})\;\Longleftrightarrow\;T(h)T(g)\boldsymbol{u} = T(g)\boldsymbol{u}\;\Longleftrightarrow\;T{(g)}^{-1}T(h)T(g)\boldsymbol{u} = \boldsymbol{u}\;\Longleftrightarrow\;T({g}^{-1}hg)\boldsymbol{u} = \boldsymbol{u}\;\Longleftrightarrow\;{g}^{-1}hg \in \varSigma (\boldsymbol{u})\;\Longleftrightarrow\;h \in g \cdot \varSigma (\boldsymbol{u}) \cdot {g}^{-1}\).

  19. 19.

    See Proposition 2.1 (Schur’s lemma) in Sect. 2.3.4.

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Ikeda, K., Murota, K. (2014). Group-Theoretic Bifurcation Theory. In: Bifurcation Theory for Hexagonal Agglomeration in Economic Geography. Springer, Tokyo. https://doi.org/10.1007/978-4-431-54258-2_2

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  • DOI: https://doi.org/10.1007/978-4-431-54258-2_2

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