主权财富基金性质相关问题研究

近年来,主权财富基金一直是公众关注的焦点。中外学者对于主权财富基金的研究多从公司治理入手,鲜有学者对主权财富基金的性质属性进行论述。主权财富基金的性质关系到其发展方向以及治理模式,具有重大的现实意义。本文以主权财富基金的性质为出发点。重点阐述其“新型国家资本主义属性”与“理性经济人”属性,在此基础上指出二者存在的逻辑悖论。文章通过分析认为主权财富基金应当坚持“理性经济人属性”优先原则,采用“去主权化治理模式”,推动主权财富基金海外投资的商业化,避免附带过多的政治主权色彩。     

Embeddedness and Restructuring: Case Studies from Singapore

Free market ideology has continued its hegemonic reign notwithstanding considerable opposition. Under capitalism, the relationship between the political and economic realms is intricate. This inquiry on corporate restructuring in Singapore between the late 1990s and the early 2000s scrutinizes how a dominant state collaborated with the multinational corporations to reconstitute their accumulation regimes to outlast the business cycles. Based on six cases, the findings underscore the critical role of the state on the subject of restructuring. The peculiar configuration of the relations between the state and labour in Singapore shaped how they negotiated the restructuring process with the companies. While those involved reckoned that training, research and technology were pivotal, the foregoing were not the panacea that optimistic consultants had made them out to be. The interactions among capital, labour and the state remained the underpinnings of solutions.     

Karl Polanyi's The Great Transformation: perverse effects,protectionism and Gemeinschaft

Abstract

Drawing upon Karl Polanyi's journalistic writings and unpublished lectures from the 1920s and 1930s, this article reconstructs the lineaments of his research programme that was to assume its finished form in The Great Transformation. It identifies and corrects a common misinterpretation of the thesis of that book, and argues that Polanyi's basic theoretical framework is best conceived as Tönniesian: market society is Gesellschaft, while the ‘protective counter-movement’ of The Great Transformation is Gemeinschaft, understood dynamically. It examines the two central mechanisms by which, in Polanyi's understanding, Gesellschaft broke down in the mid-twentieth century: the ‘clash between democracy and capitalism’ and the ‘perverse effects’ whereby political intervention in markets impairs profitability and saps the vitality of the market system.     

Secrecy jurisdictions and economic development in Africa: the role of sovereign spaces of exception in producing private wealth and public poverty

Abstract

This paper reviews the scope and function of secrecy jurisdictions and includes new research data on their extensive use by development finance institutions in delivering official development assistance. In order to establish what these empirical data mean in terms of economic development, the paper builds a theoretical model of secrecy jurisdictions as constructed spaces of exception and exemption. It then reviews how different economic paradigms explain, analyse and assign normative values to secrecy jurisdictions/tax havens, noting that the neoliberal account proffers ideological assumptions which cannot be empirically verified. This paper argues that the most robust evidence available indicates that secrecy jurisdictions lower ‘onshore’ rewards to national stakeholders, and critically shrink the fiscal base required for sustainable economic development. Further, the paper argues that the extensive use of secrecy jurisdictions by development finance institutions sponsors an elite financial class in recipient countries, but otherwise undermines broad-based development embedded in economic justice.     

Varieties of capitalism and the Estonian economy: Institutions,growth and crisis in a liberal market economy

This article examines Estonia's economic institutions, performance and vulnerability to the global economic crisis in the context of the varieties of capitalism framework. It shows that Estonia shares many characteristics of a liberal market economy, but that there are also some features which do not fit the classical model, notably its corporate governance institutions. It also suggests that the varieties of capitalism framework can account for key features of Estonia's economic performance, including its growth trajectory and adjustment to the global financial crisis. The article also reflects on the broader significance of these findings for understanding post-communist capitalism.     

正确把握人类社会发展的总方向--谈如何认识资本主义发展的历史进程

资本主义的现实运行包含着发展与衰退两种趋势.当代资本主义的新发展表明,资本主义仍然具有较强的自我调节能力和较大的发展潜力.但是,资本主义的自我调整是在资本主义制度框架内进行的,资本主义的新发展并没有消除其基本矛盾,也不可能改变社会主义代替资本主义这一人类社会发展的总方向.     

析资本主义拜物教的意识形态根源

马克思关于资本主义社会普遍存在的拜物教现象所作的精辟分析是建立在对资本主义社会的历史唯物主义阐释之上的,理解这一意识现象除了从经济、社会的维度把握其产生的根源,还要了解其意识形态根源,拜物教思想既有古老的宗教意识残留同时也是启蒙运动的产物,人的解放及人的需要的发展和放大对拜物教思想的盛行起了机杼性的作用。     

论俄国资本主义时期的农业经济

俄国在1861年改革后半个世纪的资本主义农业经济发展过程中,地主经济落后于农民经济发展水平。地主经济的特点是资本主义与半封建关系交织在一起。地主经济在农业生产总规模中所占比重较低,且不断缩小;绝大多数土地集中于少数地主手中,地主向农民出租土地;过高的租金与地租成为农民的主要负担,严重阻碍了农民经济的发展。在整个资本主义时期,农民经济是俄国农业生产的主力军,是农业生产中的主要形式;在资本主义农业进化过程中,地主经济压迫了农民经济的发展,正如列宁所论:地主经济在经济上是起反作用的。     

全球化时代的社会主义理论与实践

全球化作为一个客观的历史进程 ,是当今世界经济和生产力发展到一定阶段的产物。文章针对全球化对资本主义及社会主义的影响和结果进行了深入地探讨。社会主义只有不断改革自身、适应时代的要求 ,才能求得生存、发展。     

马克思的全球化思想与"跨越论"的逻辑关系

全球化思想贯穿于马克思研究资本主义的整个思想进程,马克思对资本主义发展过程的分析与对全球化进程的分析在逻辑上是一致的。与马克思对于资本主义的研究相对应的是他对于共产主义社会实现形式的预测,这一预测分为马克思早年的“共同胜利论”和晚年的“跨越论”两个阶段。马克思这两个阶段的理论并不是相互割裂的,“跨越论”是“共同胜利论”的逻辑结果,而其内在的逻辑动因则是全球化。