国际金融危机冲击下中东欧国家经济走势分析

2000-2007年,中东欧国家的经济总体上呈平稳快速发展的趋势,2007年国际金融危机爆发后,中东欧转轨国家经济形势迅速恶化.国际金融危机对中东欧国家经济的冲击和影响与这些国家转型后形成的制度基础和经济发展模式有关.本文就国际金融危机对这些国家经济的冲击,从多个侧面分析相关原因,并对未来发展趋势进行了预测.     

Can the Welfare State as We Know It Survive? A View from the Crisis-Ridden South European Periphery

South European countries have been hit hardest and longest by the post-2008 economic crisis. This has brought their welfare states under acute strain. Unmet need has sharply increased while significant welfare reforms and (more or less) deep cuts and changes in social spending have been prominent in the repertoire of the crisis management solutions implemented by the governments (under European Union constraints and the strict rescue-deal requirements for Greece and Portugal). This introduction briefly reviews reform trends prior to and during the crisis in order to highlight convergent and divergent paths among the four countries and outline the major questions addressed by the contributions to this volume.     

Awakening the Sleeping Giant in Greece and Portugal? Elites' and Voters' Attitudes towards EU Integration in Difficult Economic Times

This article explores the extent to which the economic crisis and political responses of the European Union (EU) to austerity policies have contributed to Euroscepticism in Greece and Portugal. We analyse attitudes towards the EU at both voter and elite levels using fresh and innovative data, and by comparing them with data from surveys conducted before the crisis we show assessments of austerity and the bailouts are feeding elite and voter Euroscepticism. In both countries there are signs of a crisis of representation with greater voter–elite incongruence in the representation of EU issues than before the bailout.     

“欧元乐园”的迷失与重建——兼论对东亚区域货币合作的启示

希腊主权债务危机引发的欧元危机是对欧洲区域经济与货币一体化的一次重大考验,深刻反映了欧洲经货联盟成立以来所出现的两大问题:成员国之间经济的不平衡发展以及联盟合作机制的缺陷。欧元危机给东亚区域货币与金融合作的启示是,在以欧盟货币合作为样板的同时,应着重加强区域内信息共享与政策合作,以清迈倡议(CMI)和清迈倡议多边机制(CMIM)为基础加快东亚货币合作机制建设,完善区域监管体系;同时加强区域内各国汇率合作和资本账户自由化,稳步推进区域金融市场一体化进程,逐步缩小各国之间汇率波动的幅度,以此推进东亚区域经济合作向纵深发展。     

世界粮食危机的特征、成因与对策研究

2008年以来,一些东南亚国家粮价持续高涨,引起世界各国粮食市场供不应求,出现了席卷全世界的粮食危机.此轮世界性粮食危机呈现出上涨幅度大、持续时间长、波及范围广、影响强度大的特点.文章剖析了世界粮价持续高涨的原因,并提出稳定粮价、维系粮食安全的具体措施.     

Representation and Austerity Politics: Attitudes of Greek Voters and Elites Compared

Drawing on surveys of voters and MPs in Greece, this article analyses elite–mass interaction on key policy (austerity, European integration, immigration) and ideological issues after the 2012 elections. We find that while for the government parties, New Democracy and PASOK, the level of congruence is quite high, MPs from opposition parties (SYRIZA, Golden Dawn) place themselves in more exposed positions in comparison with their voters. The observed substantial variation in the intensity and direction of congruence, across parties and issue preferences in Greece, reinforces the view that the dimensionality of political contestation is not reducible to a single ideological dimension.     

African modernities and the critical reappropriation of indigenous knowledges: Towards a polycentric global epistemology

ABSTRACT

While the African Union's New Partnership for Africa's Development (AU/NEPAD) strives for both plurilateralism and regionalism, there are ideological and practical conditions that challenge the feasibility of a fully fledged regional integration institution in Africa. This article examines the AU/NEPAD in relation to Africa's ideological back-loading, while it explores how the programme reconciles Western-dominated economic plurilateralism with Africa's developmental regionalism. It highlights the ideological changes that helped with the modernisation of Western countries and how these developments become a challenge to Africa's economic development efforts. Africa has always been an ideological back-loader and a delayed integrator into global interdependence. During the mid-20^th century, at the time Western countries (in particular Western European countries) were adopting regionalism, Africa was engaged in the same phenomenon for political and economic independence. While the economic crisis of the mid-20^th century following the Second World War (WW2) enabled the industrialised countries to adopt embedded liberalism for socioeconomic development, at decolonisation Africa sought to espouse what turned out to be the dependency paradigm as the economic development strategy for Africa. In the 21st century, developed regions are transcending regionalism and gearing towards plurilateralism while most African leaders remain fixated in traditional regional integration on the continent. As the neoliberal ideology dominates the contemporary international political economy of the 21^st century, albeit questionably, Africa's politico-socioeconomic realities are also premised on the same embedded liberalism. However, economic plurilateralism by industrialised countries with Africa challenges efforts towards regional integration on the continent. It would seem that the AU/NEPAD provides a viable compromise between developmental regionalism and economic plurilateralism on the continent.     

Welfare Performance in Southern Europe: Employment Crisis and Poverty Risk

The Great Recession has had a deep impact on employment levels and on income inequality in the Southern European countries (Greece, Spain, Portugal and Italy). It has given rise to a new stage in the discussion on the distinctiveness of a possible ‘Mediterranean’ variant of welfare capitalism. This paper analyses the performance of the Mediterranean cluster during the Great Recession period in its two main dimensions, labour market participation and poverty risk, and to what extent that performance has evolved in a divergent or convergent manner. Firstly, it portrays the main changes in this variant of welfare capitalism during the last two decades. The second and third sections, respectively, provide a comparative profile of the employment crisis suffered by these countries and of its impact on poverty risks. Finally, the main institutional traits are discussed, explaining the relative performance of welfare capitalism in this cluster of countries.     

Southern Europe and the Eurozone Crisis Negotiations: Preference Formation and Contested Issues

South European countries were severely hit by the eurozone crisis. Adopting the theoretical framework of prospect theory, this article conducts an empirical analysis of the interpretation of the situation by the South European political leaders in terms of gains and losses. After discussing the stances of South European countries vis-à-vis a number of contested issues which emerged during the 2010–2013 negotiations, the article goes on to provide a comparative account of the determinants of national preference formation with respect to the eurozone crisis reforms in Cyprus, Greece, Italy, Malta, Portugal and Spain, paying special attention to the relationship between governments and parliaments.     

Political Representation in Bailed-out Southern Europe: Greece and Portugal Compared

The emergence of the economic and financial crisis has already shown important electoral and political consequences in southern Europe. Drawing on the experience of two bailed-out countries, Greece and Portugal, we use original data collected before and after 2008 to examine how patterns of political representation have changed during this period. We argue that austerity measures have significantly affected the way MPs represent their electorates, namely in terms of policy congruence. In addition, the economic crisis has also deepened the legitimacy crisis in both countries. Finally, we find that the short-term impact of the crisis has had a greater impact on voters' attitudes than on those of their representatives.     

美国次贷危机及其对东南亚经济的影响

2007年初的美国次级住房抵押贷款出现还款困难,进而引发以其为基础资产的证券化产品--次贷危机,并波及世界金融市场.本文着重对次级债的界定、次贷危机的特点和传导机制进行分析,从贸易、投资及资本市场的视角,详细地阐述了次贷危机对东盟国家的影响,并讨论东盟国家相应的对策.     

中东欧国家与冷战后北约的新变化

冷战结束后,北约并未因对手的消失而瓦解,而是通过扩大组织、出台新战略和实施新行动找到生存依据并获得新的发展。在北约的新扩大、新战略和新行动中,中东欧国家不管是主动参与还是被动接受,都起到了不可低估的作用。中东欧国家的加入令北约成员国从16个增至30个,拓展了北约的疆域。东欧剧变带来的国际局势的变化,特别是前南斯拉夫地区发生的战争促使北约提出新的战略概念,波黑战争、科索沃战争和马其顿危机更是成为北约新战略的试验场。中东欧国家参与了北约在波黑、科索沃、阿富汗和伊拉克的行动以及乌克兰危机发生后针对俄罗斯的军事部署,做出独有的贡献。同时,中东欧国家的加入也给北约在决策效率、行动能力、责任分担和价值观方面带来新的挑战。不过,由于中东欧国家的军事力量和国家实力有限,在北约内部的影响力不大,这些挑战不足以危及北约的生存。     

Living Parallel Lives: Italy and Greece in an Age of Austerity

The economic crisis has triggered a process of political convergence between Italy and Greece. The simultaneous downfall of the Italian and Greek governments, following the public withdrawal of European confidence in their ability to handle the crisis, was followed by the establishment of technocrat-led governments based on parliamentary ‘super-majorities’ and then by ‘protest elections’, marked by unprecedented levels of electoral volatility. By apparently ending bipolarism, the crisis has completely changed patterns of national government formation and resulted in experiments with unusual government types. Both political systems have entered a transitional phase whose outcome is anything but certain, especially in the continuing context of economic crisis.     

东南亚国家核能发展战略与新动向分析

随着国际油价不断上涨以及能源需求的日渐扩大,东南亚国家将目光转向了核能,泰国、印尼、越南、马来西亚、菲律宾、缅甸甚至柬埔寨等国都相继提出了核能发展战略,并计划于2015年建成东南亚第一座核电站。但这些国家对核能的监管等能力受到东盟内外的质疑,尤其是日本福岛核电站危机后,东盟国家的核能开发战略以及与此相关的环境安全等问题引起全球的关注。东盟国家的核能开发战略可能放缓,但这些国家的核能开发计划不会完全停止。     

Elites' and Voters' Attitudes towards Austerity Policies and their Consequences in Greece and Portugal

This article analyses the attitudes of the political elite and voters in Greece and Portugal vis-à-vis the Troika bailouts, austerity policies and the attribution of responsibilities for the crisis. Using both elite and mass surveys with similar questions, the article explores to what extent the elites and voters share similar attitudes, what might explain possible differences between these two groups and between the two countries and what this information can tell us about the quality of political representation in Greece and Portugal. The differences between the countries are explained mainly by the severity of the crisis and austerity policies in each country, but also by the diversity of political conditions.     

世界粮食危机影响下的东南亚国家粮食安全问题及中国的对策

世界性的粮价暴涨对东南亚国家的经济安全、社会稳定造成重大冲击.中国可通过提供紧急粮食援助、放宽粮食出口限制等短期措施及加强农业合作、投资当地农业生产资料生产和粮食物流设施等长期措施,帮助东南亚国家渡过粮食危机.     

综述:欧洲应对金融危机的挑战

本文综述了国内外媒体关于欧洲国家和欧洲联盟在应对金融危机挑战方面的报道,试图为进一步的学术研究提供一份比较完整的背景资料。在金融危机的影响下,欧洲国家的经济增长普遍受到了影响,先后采取了应对措施,文中对英国、德国、法国、意大利、瑞士和冰岛等国的相关事态进行了梳理。同时,在欧盟层面上,金融危机对欧洲一体化的发展也提出了挑战。本文根据媒体在这方面的报道与分析概述了欧盟在这个领域中采取一致行动的最新进展,以期展示欧洲在民族国家和联盟两个层面上应对全球性金融危机挑战的全貌。     

金融危机下欧洲国家经济衰退原因比较分析——以欧洲不同住房模式、住房价格变化为视角

本文所探讨的是在全球金融危机环境下,欧洲不同国家经济衰退的原因,将欧洲不同住房模式的抗压性反应与其对应的经济衰退状况进行关联研究,目的是通过实证比较研究证明,不同的住房模式对金融资产泡沫膨胀具有显性的推动或抵御的作用。更为重要的是,当金融危机已经出现后,不同住房模式的抗压反应之差异将影响到不同国家的经济衰退,同时也影响到其对应国家的金融稳定。     

‘Social Investment’ or Back to ‘Familism’: The Impact of the Economic Crisis on Family and Care Policies in Italy and Spain

Family policies have traditionally been weak in Southern Europe. In the last two decades, however, and following a ‘catching up’ course, Spain has created new family programmes and expanded existing ones. Meanwhile, the picture for Italy during the years preceding the crisis is more of a ‘frozen landscape’. However, the diverging paths of the two countries in terms of policy reform in the years preceding the crisis do not place them in substantially different positions. The economic crisis and the austerity measures that followed have aggravated the weaknesses of family and care policies in both countries.     

The Distributional Impact of Austerity and the Recession in Southern Europe

Southern European welfare states are under stress. On the one hand, the recession has been causing unemployment to rise and incomes to fall. On the other hand, austerity has affected the capacity of welfare states to protect those affected. This paper assesses the distributional implications of the crisis in Greece, Spain, Italy and Portugal from 2009 to 2013. Using a microsimulation model, we disentangle the first-order effects of tax–benefit policies from the broader effects of the crisis, and estimate how its burden has been shared across income groups. We conclude by discussing the methodological pitfalls and policy implications of our research.