Low tax revenue and slow economic growth are two central concerns in developing countries. However, policies that raise tax revenue also harm economic growth. With tax revenue coming mainly from large capital-intensive firms, and with a large informal sector, policies that aid large firms and policies that discourage entry of new firms both help increase tax revenue. Entrepreneurial activity as a result is discouraged, lowering growth. There is a basic tension in policy design between current tax revenue and economic growth. In fact, a loss in tax revenue can itself reduce growth, due to less spending on education and infrastructure. It can also undermine political support for the reforms from the poor and from government bureaucrats, both of whom are key beneficiaries of government expenditures. What policies encourage growth without undue loss of current expenditures? One is debt finance, but this creates the risk of a financial crisis if tax revenue rises too slowly to repay this debt. A second is user fees, but such fees still undermine political support from the poor. A third is partial reform, maintaining both higher taxes on and some protection for easily taxed firms, even while barriers to entry are eased.
This paper reviews the linkages between urbanization and economic development. It articulates the relationship between urban density and potential increases in productivity, through specialization, complementarities in production, through the diffusion of knowledge and mimicry, and simply through size and scale. The factors limiting the efficient sizes of cities are analyzed. The paper reviews empirical knowledge, from underdeveloped countries as well as high-income industrial societies, about the importance and magnitudes of these productivity gains. The analysis documents the close link between gains in economic efficiency and the urbanization of populations in most parts of the world.
Malaysia is a multiethnic, upper-middle-income country that has relied heavily on income from its natural resources to engineer successful diversification into manufacturing and sharply increased incomes for all ethnic groups. This paper examines the role of the policy-making process and national leadership in effecting this structural change and growth with equity. It discusses the government's role in transforming corporate ownership patterns while nurturing industrial enterprises into niche products within complex value-added chains. At the same time, the paper underscores the difficulties and costs of attempting to move into areas where an economy has no strong advantages, in this case heavy industries. Privatization is seen to have been a powerful tool for expanding private enterprise despite limited entrepreneurial skills, but it is questionable as a sustainable strategy; the aggressive formation of new firms seems to offer better long-term prospects. An appropriate regime of policy making and implementation is required, characterized by political determination, stability, high attention to growth with equity, experimentation, and an ability to learn through implementation, both at home and from the experience of others. These are key factors accounting for the relative success of Malaysia. Nothing in the Malaysian experience suggests that it is possible or desirable to undertake reforms serially; in fact, the evidence suggests that the "reform cluster" approach to policy implementation is more effective because it addresses several coordination problems at the same time.
This paper analyzes the role of the leadership in the economic growth in Rwanda, a country that was seriously affected by civil war and the 1994 genocide. It appears that the will and the clear vision of the leadership in Rwanda were one of the central pillars of the very good economic and social performances in Rwanda. This is particularly important because the country has almost no natural resources and the economy and its fundamentals were completely destroyed by the 1994 genocide. This paper thus helps enrich the various economic growth models by stressing the importance of the quality of leadership.
This article takes an integrated approach to evaluating the interaction of initial conditions, political change, reforms and economic performance in a unified framework covering 28 transition economies in East Asia, Central and Eastern Europe, and the Former Soviet Union (FSU). Initial conditions and economic policy jointly determine the large differences in economic performance among transition economies. Initial conditions dominate in explaining inflation, but economic liberalization is the most important factor determining differences in growth. Political reform emerges as the most important determinant of the speed and comprehensiveness of economic liberalization, raising the important question of what determines political liberalization. Results suggest the importance of the level of development in determining the decision to expand political freedoms.
The thesis is focused on solving an important theoretical and applied problem of substantiating theoretical and methodological grounds for the international economic policy through identifying the patterns and novel forms of protectionism, and substantiating the integral scientific concept of neo-protectionism. The objective of the thesis is to develop theoretical and methodological grounds of protectionism, and to create, on this basis, an integral scientific concept of neo-protectionism in the international economic policy in the context of liberalizing global economic relations, to formulate an integrative conceptual approach to the application of neoprotectionism in the economic development policy of Ukraine.The interdisciplinary multi-criteria approach to defining protectionism from the perspective of ideology, idea, policy and practice is proposed, which allowed for investigating the transformation of its manifestation forms in the process of evolutionary development of the international economic relations. The international economic policy was studied as an unbroken continuum of the economic and political practice of the states by methodological tools of the international political economy. It is found that from the international political economy perspective a choice between protectionism and free trade as the principles for implementation of the economic policy of the state is conditional on the pattern of global economic processes with their immanent contradictions, the specifics of regionalization and integration processes, and the global economy tendencies. The choice between the government's commitment to the policy of minimizing costs and maximizing benefits, and the character of its participation in the international economic cooperation is determined by the pattern of international trade and international movement of production factors, on the one hand, and determine it, on the other hand. It is demonstrated that the choice of protectionist policy, as follows from the international political economy discourse, is conditional on: operation of public and non-public economic entities; effects from the implementation of national economic policies; the coordinating equilibrium between national, regional, interstate and global level of decision making; the existing mechanisms for global control of international economic interests.Interpretation of the international economic policy by the methodological tools of the international political economy allowed to identify the endogenous character of the external economic policy (recognizing thereby the protectionism as a policy that can be potentially demanded by the public (represented by voters), business people (represented by lobbying groups), government (which implements economic interests of the nation), and to reveal the variety of entities involved in the international economic relations, which have exogenous impact on the policy implemented by national governments (by signing trade agreements), limiting thereby the conditions for the protectionist policy implementation.Theoretical modeling of protectionist intentions in the international economic cooperation on the basis of the interdisciplinary economic-political approach laid grounds for rethinking the conclusions made by the classical and neo-classical theories of trade and the theory of correlation of production factors about the unconditional impact of the free trade principle on the population's welfare as a derivative from the function of consumption. The analysis of two groups of protectionism theories – the ones based on studies of the structure of protectionism within the countries, and the ones investigating the level of protectionism between countries in time – demonstrated that the voters' welfare or the so called "win of the majority" are the determinants of protectionist initiatives. The factors underlying the voters' demand for protectionism are highlighted: welfare measured by economic as well as social and ecological effects; social solidarity; social protection; commitment to social values; commitment to national identity; adherence to ideological principles of the policy of economic nationalism; mitigation of effects from the information asymmetry of rational voters. The pressure by lobbying groups on the choice of the principle underlying government's implementation of the external trade policy is explained by: phase of business cycle; hysteresis effects in the economy; the level of competitiveness in export-oriented sectors; the extent of import dependence in the economy; distributive and allocation effects of the economic activities.The author's concept of neo-protectionism in the international economic policy is substantiated, which is defined as a complex hierarchical set of principles, rules and instruments of protective, stimulating, discriminative and restrictive nature, implemented at mega-, meta-, macro- and mesolevel of the international economic policy. A multilevel typology of neo-protectionism is proposed, based on specific features: the level of international economic policy, generating entities, manifestation environment, instruments for the international economic policy with indirect impact. It was used to identify its essential characteristics in all the forms of manifestation of the international economic relations; to define the functions of neo-protectionism by its type (ideological, institutional, integrative, conjuncture-formative, factor-based, infrastructural, monetary, currency-based, financial, debt-based, fiscal) and sub-types (ecological, migrational, sectoral, based on primary commodities, resource-based, energy-based, technological, innovative, informational, digital, investment-based). This allowed to identify the purpose for applications of neo-protectionism at mega-, meta-, macro- and mesolevel of the international economic policy, and to visualize the degree of its functional and structural complexity and dimensionality as a phenomenon and a process, which realization varies depending on the entities applying it, the objects for which it is applying, its coverage and objectives.A theoretical and methodological approach for macro- and meta-level assessment of the international economic policy based on neo-protectionist instruments is developed. Its application enabled for outlining and describing the policy of economic nationalism (which motivation basis is formed by domination, expansion, domestic extended reproduction by creating new comparative advantages), and the policy of economic patriotism (which motivation basis is formed by rehabilitation of economic growth, curbing of the expansionary potentials of partner countries, creating new comparative advantages and achieving sustainable development), with distinguishing its sub-types: supranational, local, liberal, and conservative. The distinctive features of neo-mercantilist policy are defined, and the ways of its implementation are revealed. It is shown that the neo-mercantilist policy generates anti-competitive market distortions affecting not only foreign producers, but domestic ones as well, considering the scales of the latter involvement in global value added chains, and causes market imbalances resulting from the unfair competition. Theoretical and methodological grounds for studies of the international economic policy are improved, which is based on the principles of stability, hierarchy, adaptability, complementarity, subsidiarity, and balance, by including legitimation as a novel principle of the international economic policy implementation, which involves a combination of regulatory, de-regulatory and re-regulatory mechanisms of impact on the international economic relations, and results in the implementation of the institutional norms and rules that directly or indirectly ignore/deny/distort the agreements that exist at international/regional level, lead to anti-competitive market distortions, trade and investment imbalances, and open up opportunities for gaining new comparative advantages. Self-legitimation is defined as an attributive characteristic of the entities involved in the international economic policy at mega-, meta- and macrolevel, which enables for implementation of the neoprotectionist policy.The thesis substantiates multiple combinations in implementation of neoprotectionism through multidirectional manifestations of deregulation-regulation, integration-disintegration, coordination-de-coordination, expansion-fragmentation, balancing-unbalancing, stimulation-restriction, protection-discrimination, and the reasonability of neo-protectionist measures in the economic development policy of Ukraine.The structural components of the global economy as an environment for neoprotectionist manifestations are revealed: production and investment activities, research and development, international monetary relations. The functions of neoprotectionism within the international economic system are revealed: allocative (sectoral neo-protectionism; infrastructural neo-protectionism; factor-based neoprotectionism; integrative neo-protectionism; financial neo-protectionism; investment-based neo-protectionism); distributive (institutional neo-protectionism; fiscal neoprotectionism; financial neo-protectionism; investment-based neo-protectionism); stabilizing (monetary neo-protectionism; currency-based neo-protectionism; debtbased neo-protectionism; financial neo-protectionism; investment-based neoprotectionism). The instruments for the international economic policy with indirect impact, enabling for the implementation of neo-protectionism, are outlined as follows: fiscal, monetary and currency policies.Modeling of clustering processes in the Ukrainian economy by use of Boston matrix and Leontiev model enabled to identify four productive clusters: innovation (manufacturing of computers, electronic and optical devices; telecommunications; computer software design, consulting and information services; professional, R&D activities; information and telecommunications; printing and publishing activities; production of movies and video-films); auxiliary (supply of electricity, gas, steam and conditioned air; wholesale and retail trade; repair of automobiles and motorcycles; hotels and restaurants; financial and insurance activities); traditional (agriculture, forestry and fishing; mining and quarrying; manufacturing industries; construction; transport; storage; postal and courier services; production chemical substances and chemical products; car making and mechanical engineering; light industry), and to define the industries driving the economic growth, generating net income and having direct impact on the rates of GDP growth.A methodological approach to the assessment of the effectiveness of tax preferences and other preferences provided for residents of industrial parks is proposed, which, contrary to the existing approaches, uses applied models of the overall equilibrium for identifying the industries that have to be priority recipients of government assistance through the network of industrial parks, in the context of the intensified and leading development of the country by key macroeconomic indicators, and for quantitative optimization of the preferences considering the stable revenues of the public budget, which enabled to substantiate the nomenclature of efficient stimuli for residents of industrial parks, to achieve the objectives: to make the national industry move up in the value added chains and create a closed-loop innovation cycle in Ukraine.The system of tax and other preferences for residents of industrial parks, intended to recover and further the innovation-driven development of the production and export capacities of the Ukrainian economy, is assessed, which enabled to adapt international experiences of using the mechanism of free economic zones to the domestic practice, to create a favorable investment environment for high tech productions in the national economy for the period required by them to form competitive advantages. ; У дисертації розроблено цілісну наукову концепцію неопротекціонізму у міжнародній економічній політиці в умовах лібералізації світогосподарських зв'язків і на цій основі сформульовано інтегративний концептуальний підхід застосування неопротекціонізму в політиці економічного розвитку України.В роботі запропоновано міждисциплінарний багатокатегоріальний підхід до визначення протекціонізму з позицій ідеології, ідеї, політики і практики, що дозволило дослідити трансформацію форм його прояву в процесі еволюційного розвитку міжнародних економічних відносин. Міжнародна економічна політика досліджувалась в нерозривній єдності економічної й політичної практики держав методологічним інструментарієм міжнародної політичної економії. Встановлено, що з позиції міжнародної політичної економії, на вибір між протекціонізмом чи вільною торгівлею як принципами реалізації економічної політики держави впливають стан світогосподарських процесів з іманентними їм суперечностями, особливості протікання процесів регіоналізації та інтеграції і тенденції розвитку світової економіки. Вибір між сповідуванням державою політики мінімізації втрат чи максимізації вигод, а також характер її участі в міжнародному економічному співробітництві, з одного боку, детермінується станом міжнародної торгівлі і міжнародного переміщення факторів виробництва, а, з іншого боку, визначає його. Виявлено, що на вибір протекціоністської політики, згідно теоретичного дискурсу міжнародної політичної економії, впливають: діяльність державних і недержавних суб'єктів господарювання; ефекти від реалізації національних економічних політик; стан координаційної рівноваги між національним, регіональним, міждержавним і глобальним рівнями прийняття рішень; формування механізмів глобального управління міжнародними економічними процесами.Інтерпретація міжнародної економічної політики методологічним інструментарієм міжнародної політичної економії дозволила виявити ендогенний характер зовнішньоекономічної політики (тим самим визнаючи протекціонізм як політику, на яку потенційно може формувати запит суспільство (в особі виборців), підприємці (в особі лобістських груп), уряд (що реалізує економічні інтереси держави)) й водночас ідентифікувати різноманіття суб'єктів міжнародних економічних відносин, що чинять екзогенний вплив на реалізацію політики національних держав (шляхом підписання торговельних угод), тим самим обмежуючи умови для реалізації протекціоністської політики.Теоретичне моделювання протекціоністських інтенцій в міжнародному економічному співробітництві на основі міждисциплінарного економікополітичного підходу дало підстави до переосмислення висновків класичної, неокласичної теорій торгівлі і теорії співвідношення факторів виробництва про беззастережний вплив принципу вільної торгівлі на «добробут» населення як похідну від функції споживання. Аналіз двох груп теорій протекціонізму – як тих, що базуються на дослідженні структури протекціонізму в межах країн, так і тих, що досліджують рівень протекціонізму між країнами в часі – дозволив встановити, що добробут виборців або т.зв. виграш більшості лежить в основі ініціювання вжиття протекціоністських заходів. Встановлено, що з боку населення затребуваність на протекціонізм може бути продиктована запитом на: добробут, що вимірюється, окрім економічних, ще й соціальними і екологічними ефектами; соціальну солідарність; соціальне забезпечення; відстоювання соціальних цінностей; відстоювання національної ідентичності; сповідування ідеологічних принципів політики економічного націоналізму; нівелювання ефектів інформаційної асиметрії раціональних виборців. З боку лобістських груп тиск на вибір принципу реалізації зовнішньоторговельної політики урядом пояснюється: стадією бізнес-циклу; ефектами гістерезису в економіці; рівнем конкурентоспроможності експортоорієнтованих секторів; ступенем імпортозалежності економіки; дистрибутивними й алокаційними ефектами економічної діяльності.В дисертації обґрунтовано авторську концепцію неопротекціонізму в міжнародній економічній політиці, під яким розуміється складноієрархічна сукупність принципів, правил та інструментів захисного, стимулюючого, дискримінаційного та рестрикційного характеру, що реалізується на мега-, мета-, макро- і мезорівнях міжнародної економічної політики. В дослідженні запропоновано багаторівневу типологізацію неопротекціонізму за конкретними ознаками, до яких віднесено: рівень міжнародної економічної політики, суб'єкти генерування, середовище прояву, інструменти міжнародної економічної політики непрямого впливу, що дало змогу виявити його сутнісні характеристики у всіх формах прояву міжнародних економічних відносин; встановити функції, що виконує неопротекціонізм залежно від його типів (ідеологічний, інституційний, інтеграційний, кон'юнктуро-формуючий/ галузевий, факторний, інфраструктурний, монетарний, валютний, фінансовий, борговий, фіскальний) та підтипів (екологічний, міграційний, сировинний, ресурсний, енергетичний, технологічний, інноваційний, інформаційний, цифровий, інвестиційний). Це дозволило ідентифікувати мету застосування неопротекціонізму на мега-, мета-, макро- і мезорівні міжнародної економічної політики, та візуалізувати ступінь його функціонально-структурної складності та розмірності як явища та процесу, реалізація якого видозмінюється залежно від суб'єктів, які його застосовують, об'єктів, на які розповсюджується його дія, простору застосування, цілей здійснення.В роботі розроблено науково-методичний підхід оцінювання міжнародної економічної політики на макро- і мета- рівнях, зумовленої використанням інструментарію неопротекціонізму, застосування якого дозволило виокремити і охарактеризувати політику економічного націоналізму (мотиваційною основою якого виступають домінування, експансія, забезпечення національного розширеного відтворення шляхом створення нових порівняльних переваг) і політику економічного патріотизму (мотиваційною основою якого виступають відновлення економічного зростання, стримування експансійного потенціалу країн-партнерів, створення нових порівняльних переваг й досягнення сталого розвитку) з виокремленням таких його підтипів, як наднаціональний, локальний, ліберальний, консервативний. Визначено характерні риси політики неомеркантилізму і встановлено способи, в які вона може реалізовуватись. Встановлено, що політика неомеркантилізму продукує антиконкурентні ринкові викривлення, які зачіпають не лише іноземних виробників, але й національних, беручи до уваги ступінь залучення останніх до глобальних ланцюгів створення доданої вартості, і призводить до ринкових дисбалансів внаслідок несправедливої конкуренції.Удосконалено теоретико-методологічні засади дослідження міжнародної економічної політики, що визначається принципами стійкості, ієрархічності, адаптивності, комплементарності, субсидіарності та збалансованості, шляхом включення легітимації як новітнього принципу здійснення міжнародної економічної політики, що передбачає комбінування регуляторних, дерегуляторних та ререгуляторних механізмів впливу на міжнародні економічні відносини, результується в імплементації таких інституційних норм і правил, які прямо чи опосередковано нехтують/спростовують/викривлюють домовленості, що існують на міжнародному/регіональному рівні, призводять до антиконкурентних ринкових деформацій, торговельних й інвестиційних дисбалансів та уможливлюють отримання нових порівняльних переваг. Самолегітимація визначена як атрибутивна характеристика суб'єктів міжнародної економічної політики на мега-, мета- і макрорівнях, що уможливлює реалізацію політики неопротекціонізму.В дисертаційному дослідженні обґрунтовано множинні комбінації реалізації неопротекціонізму через різноспрямовані прояви дерегуляціїрегуляції, інтеграції-дезінтеграції, координації-декоординації, розширенняфрагментації, врівноваження-розбалансування, стимулювання-обмеження, захисту-дискримінації та доцільність застосування неопротекціонізму в політиці економічного розвитку України.Встановлено, що структурними елементами світового господарства як середовища прояву неопротекціонізму виступають: виробничо-інвестиційна сфера діяльності, науково-технічна сфера, сфера міжнародної торгівлі, міжнародні валютно-фінансові та кредитні відносини. Виявлено, що неопротекціонізм в межах міжнародної економічної системи виконує наступні функції: регуляторну (ідеологіний неопротекціонізм; інтеграційний неопротекціонізм; факторний неопротекціонізм; монетарний неопротекціонізм; валютний неопротекціонізм; борговий неопротекціонізм; фінансовий неопротекціонізм; інвестиційний неопротекціонізм); алокаційну (кон'юнктурноформуючий/галузевий неопротекціонізм; інфраструктурний неопротекціонізм; факторний неопротекціонізм; інтеграційний неопротекціонізм; фінансовий неопротекціонізм; інвестиційний неопротекціонізм); дистрибутивну (інституційний неопротекціонізм; фіскальний неопротекціонізм; фінансовий неопротекціонізм; інвестиційний неопротекціонізм); стабілізаційну (монетарний неопротекціонізм; валютний неопротекціонізм; борговий неопротекціонізм; фінансовий неопротекціонізм; інвестиційний неопротекціонізм).Моделювання процесів кластерізації української економіки із використанням бостонської матриці та моделі Леонтьєва дозволило виділити чотири продуктивні кластери: інноваційний (виробництво комп'ютерів, електронної та оптичної продукції; телекомунікації (електрозв'язок); комп'ютерне програмування, консультування та надання інформаційних послуг; професійна, наукова та технічна діяльність; інформація та телекомунікації; видавнича діяльність; виробництво кіно- та відеофільмів; допоміжний (постачання електроенергії, газу, пари та кондиційованого повітря; оптова та роздрібна торгівля; ремонт автотранспортних засобів і мотоциклів; тимчасове розміщування й організація харчування; фінансова та страхова діяльність), традиційний (сільське, лісове та рибне господарство; добувна промисловість і розроблення кар'єрів; переробна промисловість; будівництво; транспорт, складське господарство, поштова та кур'єрська діяльність; виробництво хімічних речовин і хімічної продукції), стратегічний (транспорт, складське господарство, поштова та кур'єрська діяльність; виробництво хімічних речовин і хімічної продукції; автомобіле- та машинобудування; легка промисловість) та визначити галузі-драйвери економічного зростання, в яких можливе отримання високого чистого валового доходу та які безпосередньо впливають на темпи зростання ВВП.Запропоновано методологічний підхід до оцінювання ефективності надання податкових пільг й інших преференцій резидентам індустріальних парків, який, на відміну від існуючих підходів, передбачає використання прикладних моделей загальної рівноваги для ідентифікації пріоритетних галузей-реципієнтів державної допомоги через мережу індустріальних парків у контексті активізації випереджаючого розвитку країни за ключовими макроекономічними показниками, а також визначення оптимального обсягу відповідних преференцій з міркувань сталих надходжень державного бюджету, що дозволило обґрунтувати перелік перспективних стимулів резидентам індустріальних парків для досягнення цілей висхідного руху вітчизняної промисловості ланцюгами доданої вартості й створення замкнутого циклу інновацій в Україні.В роботі проведено оцінку використання системи податкових й інших преференцій для резидентів індустріальних парків з метою відновлення та забезпечення подальшого інноваційного розвитку виробничо-експортного потенціалу України, що дало змогу адаптувати міжнародний досвід використання механізму вільних економічних зон до вітчизняної практики задля створення сприятливого інвестиційного середовища для нових високотехнологічних виробництв у національній економіці на період формування ними конкурентних переваг.
Cuando de tecnología se trata, ningún sector de la economía Colombiana podría desconocerla, y es común ver cómo esta ciencia penetra en los diferentes procesos organizacionales y administrativos de cualquier tipo de Entidad, gracias a la existencia del interés en la evolución constante, en el desarrollo del conocimiento, en la necesidad de una excelente gestión operacional en este sector (Economía solidaria) y en general en el mundo empresarial, que generan un escenario para el estudio y análisis de las mejores alternativas para su aplicación y operación. Su amplia concentración y necesidad en el mercado y en la sociedad, conlleva a que la tecnología sea un tema de estudio muy amplio, por ello, como contenido marco para el desarrollo de este artículo se ha planteado la transferencia de tecnología, estableciendo su importancia, injerencia y aplicación dentro del sector de la economía solidaria; sistema integrado principalmente por Cooperativas. Se analizará la tecnología desde un punto de vista conceptual y como fuente de transformación desde el inicio de la historia de la humanidad, en la que se demuestra que el hombre siempre ha sentido la necesidad de crear e innovar, lo hizo desde que produjo innumerables soluciones de vida con la piedra, el fuego, el cobre, el bronce e inventos que marcaron la evolución del hombre como la rueda, el desarrollo en la agricultura, la arquitectura y la literatura principalmente, hasta de manera extraordinaria llegar a la creación de aplicaciones, productos, equipos, dispositivos e infraestructura y desarrollos tecnológicos que facilitan el acceso a la información y a la comunicación permanente, mutando finalmente todo ello, al comercio o mercado de tecnología; situación o hecho que se ha denominado transferencia de tecnología y que ha desencadenado que principales operaciones económicas y comerciales en el mundo empresarial se enmarquen en el negocio jurídico denominado contrato de transferencia de tecnología, dentro de lo cual, se demostrará su importancia en el sector de la economía solidaria, y la del derecho como marco regulador, aún pendiente de ser desarrollado, tanto en Colombia como en muchos países del mundo. La transferencia de tecnología, comprende un movimiento entre el valioso activo que es la tecnología en sí, un proveedor o empresa que trabaja comercialmente con esa la tecnología y un sujeto (persona, sociedad, empresa) que adquiere la tecnología, cancelando el valor o precio al que equivale el servicio tecnológico, y es así como estamos frente a la inminente necesidad de realizar contratos de trasferencia de tecnología, mediante los cuales se formaliza el movimiento planteado, que en el presente artículo abarcará la tipología del contrato de licencia y transferencia de Know how; el primero, con el cual se pretende autorizar la explotación de una obra protegida, y el segundo como aquel aporte de industria o trabajo enmarcado en un conocimiento; estableciendo un concepto amplio sobre estos y las características principales para abordar su importancia y función económica dentro del sector de la economía solidaria. El contrato de licencia y transferencia de Know how, se convierte en una pieza fundamental para el desarrollo y correcta operación de negocios, y desarrollan una función económica relevante en el sector solidario Colombiano al estar íntimamente ligados al cumplimiento de los principios sociales y culturales; rectores de este sector, principios generadores de actividades y funciones que requieren contar con la tecnología idónea y suficiente que permita el cumplimiento de los fines de las Entidades que componen el sector solidario, para su desarrollo efectivo dentro de la economía del país. La naturaleza de su importancia, radica principalmente en la necesidad que tienen las empresas y el sector solidario en general de operar y organizarse efectivamente en todos sus ámbitos, desde la administración interna hasta la valiosa prestación de servicios sociales, económicos, culturales, laborales, entre otros; necesidad basada en el desarrollo tecnológico que ha sido reconocido por el Estado Colombiano y que hace parte de los aspectos sujetos de control y vigilancia por parte de este, a través de la Superintendencia de Economía Solidaria, debido a su importancia y carácter fundamental para el desarrollo de sus fines y principios. En virtud a la investigación y consulta sobre las diferentes operaciones que realizan las entidades del sector solidario y sobre los servicios que prestan, se determina el ejercicio de una función económica en los contratos de transferencia de tecnología, concluyendo acertadamente que para cumplir con sus fines y principales actividades, es necesario implementar la tecnología necesaria que genere impacto y valor agregado para trabajadores, usuarios o asociados de las cooperativas y a la sociedad en general. Sin la ejecución de estos, no podría garantizarse por parte del Estado la protección, promoción y fortalecimiento de carácter normativo en favor de la comunidad y en especial de las clases populares. Lo anterior, sin dejar de lado, que a pesar de las innumerables ventajas que trae la contratación y ejecución de licencias y transferencia de Know how, existen ciertos aspectos generadores de riesgo que deben ser objeto de seguimiento y control por parte de los proveedores de trasferencia de tecnología, y aspectos críticos del contrato que versan principalmente en cláusulas que se incorporan al mismo, que lastimosamente carecen de normatividad aplicable en caso de generarse un conflicto. Tras el análisis de aspectos importantes que giran alrededor de la transferencia de tecnología, se procede a una propuesta de investigación que, siendo un aporte documental al conocimiento, espera llegar a niveles de interpretación sobre las causas que animan a ampliar la regulación de la aplicación de tecnología en Colombia y revisar institucional y políticamente las formas de transferir tecnología a fin de constar su pertinencia en un régimen de contratación que no vaya en contradicción con sus fines. Si las empresas o entidades de carácter público o privado en Colombia, desean crear innovaciones tecnológicas deben contar con las tecnologías convenientes y proporcionales a su objeto social, que por lo general se deriva de fuentes externas, que no es otra cosa que la colaboración de proveedores para su adquisición o desarrollo, lo que se convierte en transferencia de tecnología. De acuerdo a lo anterior, resulta significativo hablar del proceso de desarrollo institucional y normativo de la Ciencia y la Tecnología en Colombia, desarrollo que no ha generado los resultados esperados y es pobre frente a la actividad creciente de esta ciencia, que, al vincularlo con el régimen legal aplicable al Sector solidario, no refleja su importancia frente a las operaciones y requerimientos tecnológicos que este sector requiere, al ser mundialmente reconocido como uno de los movimientos socioeconómicos más grandes que lleva inmerso caracteres fundamentales que tienen presencia universal, inclinados a la satisfacción de diferentes necesidades de la humanidad y aspiraciones de los socios o usuarios en diferentes aspectos, dentro de los que sobresale el económico y el social. En virtud al nivel de importancia de la economía solidaria mundialmente, se procede a comparar el derecho inicialmente desde el punto de vista de la tecnología; avances y principales potencias que lideran su producción impulsando el desarrollo de sociedades y su crecimiento económico. En concordancia con el comportamiento de la Tecnología se plantea el Movimiento de la Economía solidaria a nivel internacional, con el fin de reconocer el impacto universal de ambas. La primera, como motor de desarrollo y la segunda considerada como el tercer sector de la economía. En aras de dirigir el tema objeto de estudio al régimen colombiano, previamente se establecen los índices de producción tecnológica en países de América Latina, la cual es casi nula debido a la falta de incentivos e infraestructura que promueva la creación, innovación y desarrollo tecnológico propio. Por lo Anterior, países como Colombia se ven en la necesidad de contratar transferencia de tecnología, e implementarla en diferentes sectores, como lo es en el sector solidario, fundamental por su visión hacia aspectos sociales y esenciales que pretenden coadyuvar al desarrollo integral del ser humano; visión que se ha visto vulnerada, dado a la desviación de los fines de la economía solidaria y a la realización de actividades que no guardan relación directa con las funciones propias de las Cooperativas. El Cooperativismo nacido en el mundo en la segunda mitad del siglo XIX constituye una experiencia social, que en Colombia tuvo un gran apogeo alrededor de 1970, pero luego, a finales del siglo pasado sufrió una crisis profunda de la cual ha sido difícil recuperarse y de la que se ha dicho, fue inducida. Su efecto, constituye un motivo de estudio en el presente trabajo. Las situaciones ajenas a la naturaleza de composición cooperativa, han llevado al gobierno a tomar decisiones para combatir ciertos abusos, crisis cooperativas y formas de corrupción, que, al solucionar una complejidad social, genera contradicciones y efectos poco prácticos en el régimen de contratación dispuesto por ley para transferir tecnología. ; When it comes to technology, no sector of the Colombian economy could ignore it, and it is common to see how this science penetrates the different organizational and administrative processes of any type of Entity, thanks to the existence of interest in constant evolution, in the development of knowledge, in the need for excellent operational management in this sector (Solidarity Economy) and in general in the business world, which generate a scenario for the study and analysis of the best alternatives for its application and operation. Its wide concentration and need in the market and in society, leads to technology being a very broad topic of study, therefore, as a framework for the development of this article has raised the transfer of technology, establishing its importance, interference and application within the solidarity economy sector; system integrated mainly by Cooperatives. Technology will be analyzed from a conceptual point of view and as a source of transformation from the beginning of the history of humanity, in which it is shown that man has always felt the need to create and innovate, since he produced countless solutions of life with stone, fire, copper, bronze and inventions that marked the evolution of man as the wheel, development in agriculture, architecture and literature mainly, even in an extraordinary way to reach the creation of applications, products, equipment, devices and infrastructure and technological developments that facilitate access to information and permanent communication, eventually mutating all this, to the technology market or trade; situation or fact that has been called transfer of technology and that has triggered that main economic and commercial operations in the business world are framed in the legal business called technology transfer contract, within which, its importance will be demonstrated in the sector of solidarity economy, and that of law as a regulatory framework, still pending development, both in Colombia and in many countries of the world. The transfer of technology, involves a movement between the valuable asset that is the technology itself, a provider or company that works commercially with that technology and a subject (person, society, company) that acquires the technology, canceling the value or price what is equivalent to the technological service, and this is how we are facing the imminent need to carry out technology transfer contracts, through which the proposed movement is formalized, which in this article will cover the typology of the license and transfer agreement of Know how the first, with which it is intended to authorize the exploitation of a protected work, and the second as that contribution of industry or work framed in a knowledge; establishing a broad concept about these and the main characteristics to address their importance and economic function within the sector of the solidarity economy. The license and transfer of Know how contract becomes a fundamental piece for the development and correct operation of businesses, and they develop a relevant economic function in the Colombian solidary sector, being closely linked to the fulfillment of social and cultural principles; rectors of this sector, principles that generate activities and functions that require having the appropriate and sufficient technology that allows the fulfillment of the purposes of the entities that make up the solidary sector, for its effective development within the economy of the country. The nature of its importance lies mainly in the need for companies and the solidarity sector in general to operate and organize effectively in all its areas, from internal administration to the valuable provision of social, economic, cultural, and labor services, among others; need based on technological development that has been recognized by the Colombian State and that is part of the subjects subject to control and surveillance by the latter, through the Superintendency of Solidarity Economy, due to its importance and fundamental character for the development of its purposes and principles. By virtue of the investigation and consultation on the different operations carried out by the entities of the solidarity sector and on the services they provide, the exercise of an economic function in technology transfer contracts is determined, correctly concluding that in order to fulfill its purposes and main activities, it is necessary to implement the necessary technology that generates impact and added value for workers, users or associates of cooperatives and society in general. Without the execution of these, the protection, promotion and strengthening of normative character in favor of the community and especially of the popular classes could not be guaranteed by the State. The foregoing, without neglecting that, despite the innumerable advantages that the contracting and execution of licenses and know-how transfer bring, there are certain aspects that generate risk that must be monitored and controlled by the transfer providers. of technology, and critical aspects of the contract that deal mainly with clauses that are incorporated into it, which unfortunately lack applicable regulations in the event of a conflict. After the analysis of important aspects that revolve around the transfer of technology, we proceed to a research proposal that, being a documentary contribution to knowledge, hopes to reach levels of interpretation on the causes that encourage to expand the regulation of the application of technology in Colombia and institutionally and politically review the ways to transfer technology in order to record its relevance in a contracting regime that does not contradict its purposes. If companies or entities of a public or private nature in Colombia, wish to create technological innovations, they must have the suitable technologies and proportional to their corporate purpose, which is usually derived from external sources, which is nothing else than the collaboration of suppliers for its acquisition or development, which becomes technology transfer. According to the above, it is significant to talk about the process of institutional and regulatory development of Science and Technology in Colombia, a development that has not generated the expected results and is poor in the face of the growing activity of this science, which, by linking it with The legal regime applicable to the Solidarity Sector does not reflect its importance in relation to the operations and technological requirements that this sector requires, since it is recognized worldwide as one of the largest socioeconomic movements that has immersed fundamental characteristics that have a universal presence, inclined towards satisfaction of different needs of humanity and aspirations of partners or users in different aspects, among which the economic and social. By virtue of the level of importance of the solidary economy worldwide, the law is initially compared from the point of view of technology; advances and main powers that lead their production, promoting the development of societies and their economic growth. In accordance with the behavior of Technology, the Solidarity Economy Movement is proposed at the international level, in order to recognize the universal impact of both. The first, as a development engine and the second considered as the third sector of the economy. In order to address the subject matter of study to the Colombian regime, previously established rates of technological production in Latin American countries, which is almost zero due to the lack of incentives and infrastructure to promote the creation, innovation and technological development itself . For the previous, countries like Colombia are in need of technology transfer contract, and implement it in different sectors, as it is in the solidary sector, fundamental for its vision towards social and essential aspects that intend to contribute to the integral development of the human being ; vision that has been violated, given the deviation from the aims of the solidarity economy and the realization of activities that are not directly related to the functions of the Cooperatives. The Cooperativism born in the world in the second half of the XIX century constitutes a social experience, which in Colombia had a great apogee around 1970, but then, at the end of the last century suffered a deep crisis from which it has been difficult to recover and what has been said, was induced. Its effect constitutes a reason for study in the present work. The situations outside the cooperative composition nature, have led the government to make decisions to combat certain abuses, cooperative crises and forms of corruption, which, by solving a social complexity, generates contradictions and impractical effects in the hiring regime provided by law to transfer technology. ; CRAI-USTA Bogotá ; https://scholar.google.es/citations?user=sHbNoUkAAAAJ&hl=es ; http://scienti.colciencias.gov.co:8081/cvlac/visualizador/generarCurriculoCv.do?cod_rh=0001350165 ; http://unidadinvestigacion.usta.edu.co
The current pressure on water resources is such, that water scarcity is now an important issue in regions with abundant water resources like the Tropics. These regions are characterized by high precipitation rates almost all year long. This results in a relatively large availability of water resources. However, these water resources are not always equally distributed in time or space, which causes periods and puts areas under water stress in tropical regions. Added to this is the challenge related to the access to these water resources, resulting in a reduced availability in general terms. Costa Rica is a clear example of a country in the Tropical regions, where water scarcity is, actually, on the top of the water agenda. Costa Rica is in the torrid tropical region in Central America, yet it experiences periods of shortage in its available water resources at the end of the dry season. This affects all water sectors, specially agriculture and drinking water supply systems. This situation has been magnified by global change, with a greater demand of resources from population growth, impermeabilization of recharge areas due to urbanization, and reduction of resources due to climate change. To adapt to the situation, it is necessary to conduct an evaluation of suitable water management tools for the country's environmental conditions in a systematic way. This work focuses on one of these tools: managed aquifer recharge (MAR) MAR techniques are a promising approach to address the defined problems, by storing the excess of available water resources during the rainy season in suitable aquifer systems for later use during the dry season. MAR techniques present certain advantages compared to surface storage: less losses through evaporation, less demand of superficial area, among others. In order to determine if MAR techniques are suitable for Costa Rica and will help overcome the temporary water scarcity challenge, three main topics at different scale are investigated. First, at a country scale, the search of suitable areas for specific MAR techniques within the country is carried out based on physical criteria. Second, at a research scale, it is reduced to a basin level. For this case, the assessment of a MAR project based on the first stage of the Australian MAR guidelines is done. This consists of a checklist of five critical elements, which constitutes the base for the assessment of a MAR project. Third, the research is taken into a laboratory scale, where the research focuses on an injection well in an unconfined aquifer system. For the first topic, suitable areas for the implementation of MAR technique spreading methods are identified in Costa Rica by conducting a geographical information science-multi-criteria decision analysis (GIS-MCDA) approach. This is based on four criteria: hydrogeological geoaptitude, terrain slope, top soil texture, and drainage network density. By carrying out a GIS-MCDA, the country is classified into suitable and unsuitable. Based on this method, 61 % of the country is suitable for spreading methods. Among the higher ranked suitable areas are the ones located in the northern and northwest regions. The ranking of the country based on spreading methods by means of a GIS-MCDA method is a first course of action to determine where further research is needed. In the second research level, the feasibility of a MAR project was assessed in the Machuca River basin. This river basin was chosen because: the drinking water supply systems (WSS) do not meet the actual demand, there is government interest to research new water supply alternatives and there is enough basic information on this water basin. To evaluate the feasibility of a MAR project in the basin, the first stage of the feasibility assessment proposed by the Australian MAR guidelines was performed. This consists of a checklist of five critical elements: 1) sufficient demand, 2) adequate recharge source, 3) suitable aquifer, 4) space to treat and, 5) human capability. For an easier analysis of the whole river basin, it was divided into five locations based on the superficial aquifer water levels. It was concluded that a MAR project seems viable in this river basin in the Coyolar and Orotina locations. Regarding the MAR technique to be applied in the MAR project at the Machuca River basin, two considerations were taken: the previously determined suitability and the local conditions. First, the entire Machuca River is ranked as suitable for surface infiltration (MAR spreading method) based on the results from the country scale analysis. The Coyolar and Orotina locations are ranked as having a moderate suitability (between 0.4-0.6). Second, the best material aquifer for recharge in these two locations are the fractured lavas and alluvium located under clay layers. For these two reasons (moderate spreading methods suitability and local conditions), it was decided that direct injection MAR techniques (aquifer storage and recovery – ASR) will be more appropriate for these two locations. At the laboratory research scale, the effect of the well screen length on the injection rate for an unconfined aquifer was corroborated under controlled laboratory conditions. This is one of the first experiments on the topic to the best of the author's knowledge. One of the main findings of the laboratory research is the almost neglectful effect on the injection rate for screen lengths above 80 % of the saturated thickness in an unconfined aquifer. The effect on the screen length is notable in the injection rate for open screen length under 80 % of the total aquifer thickness (95 % of the maximum achievable injection rate) and it increases for open screen lengths under 40 % (90 % of the maximum achievable injection rate). Based on the experimental results, it is recommended to use a screen length of 40 % of the saturated aquifer thickness for ASR wells and of 80 % for injection wells. This assessment shows that MAR techniques are suitable for Costa Rica's environmental conditions. Further on, the assessment at the basin level shows MAR techniques as a promising solution to overcome water scarcity issues. The laboratory scale aquifer-well interactions show promising results regarding the effect of the screen well in the injection rate. Still, more research is needed in this field regarding other aquifer types. Based on all these findings, MAR techniques are an appropriate tool for the integrated water management in the tropical regions. ; Der gegenwärtige Druck auf die Wasserressourcen ist so groß, dass Wasserknappheit sogar in den Tropen zum Thema wird. Diese Regionen sind von hohen Niederschlagsraten geprägt, was zu einer relativ großen Verfügbarkeit von Wasserressourcen führt. Diese sind jedoch nicht immer zeitlich und räumlich gleich verteilt, was temporären und/oder regionalen Wasserstress verursacht. Darüber hinaus hängt die Herausforderung auch mit dem Zugang zu diesen Wasserressourcen zusammen, was zu einer allgemein reduzierten Verfügbarkeit führt. Costa Rica ist ein Beispiel für ein tropisches Land, in dem Wasserknappheit in den letzten Jahren zunehmend an Relevanz gewonnen hat. Costa Rica leidet gegen Ende der Trockenzeit fast jedes Jahr an einem temporären Wassermangel. Dies betrifft alle Wassersektoren, insbesondere die Landwirtschaft und die Trinkwasserversorgung. Diese Situation wird durch den globalen Wandel verstärkt, mit einer größeren Nachfrage nach Ressourcen aufgrund von Bevölkerungswachstum, der Verhinderung von Grundwasserneubildung durch Urbanisierung und Versiegelung und, nicht zuletzt, den Klimawandel. Um sich an diese Situation anzupassen, ist es notwendig, eine systematische Evaluierung geeigneter Wasserbewirtschaftungsinstrumente für die Umweltbedingungen des Landes durchzuführen. Die vorliegende Arbeit konzentriert sich auf eines dieser Werkzeuge: Managed Aquifer Recharge (MAR). MAR-Techniken stellen einen vielversprechenden Ansatz dar, um die zuvor definierten Probleme anzugehen, indem die überschüssigen Wasserressourcen während der Regenzeit in geeigneten Grundwasserleitersystemen zur späteren Nutzung in der Trockenzeit gespeichert werden. MAR-Techniken bieten im Vergleich zur Oberflächenspeicherung gewisse Vorteile, unter anderem geringere Verdunstungsverluste und geringeren Raumbedarf. Um zu bestimmen, ob MAR-Techniken für Costa Rica geeignet sind und dabei helfen können, die zeitlichen Wasserknappheitsherausforderungen zu überwinden, wurden drei Hauptthemen in unterschiedlichen Skalen untersucht. Die Suche nach geeigneten Gebieten für spezifische MAR-Techniken im Land erfolgte zunächst auf der Grundlage von physikalischen Kriterien. Als Zweites wurde die Forschungsskala auf ein Beckenniveau reduziert. Für diesen Fall wurde die Bewertung eines MAR-Projekts auf der Grundlage der ersten Stufe der australischen MAR-Richtlinien durchgeführt. Diese basiert auf einer Checkliste mit fünf kritischen Elementen, welche die Grundlage für die Bewertung eines MAR-Projektes bilden. Zuletzt wurde die Untersuchung im Labormaßstab durchgeführt, wobei sich die Experimente auf Injektionsbohrlöcher in einem ungespannten Grundwasserleitersystem konzentrierten. Für das erste Thema wurden in Costa Rica geeignete Bereiche für die Implementierung von MAR-Technik-Verteilungsmethoden mithilfe eines GIS-basierten Multikriterien- Entscheidungsanalysen-Ansatzes (GIS-MCDA) identifiziert. Dieser basierte auf vier Kriterien: Hydrogeologie, Geländegefälle, oberste Bodentextur und Drainagenetzdichte. Durch die Realisierung eines GIS-MCDA wurde das Land in geeignete und ungeeignete Gebiete eingeteilt. Mit dieser Methode wurden 61 % des Landes als geeignet für die Beckeninfiltration befunden. Gut eingestufte Gebiete liegen hierbei größtenteils im Norden und im Nordwesten. Das Ranking-Verfahren des Landes mit Hilfe einer GIS-MCDA-Methode ist eine erste Vorgehensweise zur Bestimmung weiterer Forschungsgebiete. In der zweiten Forschungsstufe wurde die Machbarkeit eines MAR-Projekts im Machuca-Einzugsgebiet untersucht. Dieses Flussgebiet wurde aus folgenden Gründen gewählt: Die Trinkwasserversorgungsanlagen erfüllen die tatsächliche Nachfrage nicht, weshalb es auch im Interesse der Regierung liegt, nach Alternativen für die Wasserversorgung zu forschen. Darüber hinaus ist die Region geologisch gut erschlossen und die Informationsdichte ist ausreichend hoch. Um die Realisierbarkeit eines MAR-Projektes im Einzugsgebiet zu bewerten, wurde die erste Stufe der Machbarkeitsbewertung anhand der Checkliste an fünf kritischen Elementen durchgeführt: 1) ausreichende Nachfrage, 2) angemessene Wiederaufladungsquelle, 3) geeigneter Grundwasserleiter, 4) Raum für Maßnahmen und 5) Humanressourcen. Um die Analyse des gesamten Flusseinzugsgebietes zu vereinfachen, wurde es in fünf Bereiche eingeteilt, die auf den oberflächennahen Grundwasserständen basieren. Es wurde der Schluss gezogen, dass ein MAR-Projekt in diesem Flussgebiet an den Standorten Coyolar und Orotina nachhaltig erscheint. In Bezug auf die MAR-Technik, die in einem MAR-Projekt am Machuca-Flussbecken angewendet werden soll, wurden Überlegungen angestellt hinsichtlich der zuvor ermittelten Eignung und der örtlichen Gegebenheiten. Zunächst wurde der gesamte Machuca-Fluss aufgrund der Ergebnisse der Länderanalyse als geeignet für die Oberflächeninfiltration eingestuft. Die Coyolar- und Orotina-Standorte wurden mit einer moderaten Eignung eingestuft. Weiterhin wurde festgestellt, dass die für die Grundwasseranreicherung geeignetste Formation die Kies- und Bruchlavenlagen darstellen, die sich unter einer Tonschicht befinden. Aus diesen beiden Gründen (moderate Eignung für Beckeninfiltration, und lokale Hydrogeologie) wurde entschieden, dass MAR-Techniken mit direkter Injektion (Aquifer Storage and Recovery - ASR) für diese beiden Standorte geeigneter sind. In der kleinsten Untersuchungsskala wurde der Einfluss der Filterlänge auf die Injektionsrate für einen freien Grundwasserleiter unter kontrollierten Laborbedingungen bestätigt. Dies ist eines der ersten Experimente zu diesem Thema nach bestem Wissen des Autors. Eines der Hauptergebnisse der Laborforschung ist der fast vernachlässigbare Effekt auf die Injektionsrate bei Filterlängen von über 80 % der gesättigten Mächtigkeit in einem freien Grundwasserleiter. Die Wirkung auf die Filterlänge ist bei der Injektionsrate für offene Filterlängen unter 80 % der gesamten Grundwasserleiterhöhe (95 % der maximal erreichbaren Injektionsrate) und bei offenen Filterlängen unter 40 % (90 % der maximal erreichbaren Injektionsrate). Basierend auf den experimentellen Ergebnissen wird empfohlen, eine Filterlänge von 40 % der gesättigten Grundwasserleiterhöhe für ASR-Brunnen und 80 % für Injektionsbohrungen zu verwenden. Die vorliegende Bewertung zeigt, dass MAR-Techniken für die Umweltbedingungen in Costa Rica gut geeignet sind. Darüber hinaus demonstriert die Bewertung auf der Einzugsgebietsebene MAR als eine Lösung zur Überwindung von Wasserknappheitsproblemen. Die Grundwasserleiter-Brunnen-Interaktionen im Labormaßstab zeigen vielversprechende Ergebnisse hinsichtlich der Wirkung der Filterlänge auf die Injektionsrate. Dennoch ist auf diesem Gebiet mehr Forschung in Bezug auf andere Aquifertypen erforderlich. Basierend auf all diesen Erkenntnissen sind MAR-Techniken ein geeignetes Werkzeug für das integrierte Wassermanagement in der tropischen Umwelt. ; La presión actual sobre los recursos hídricos es tal, que la escasez de agua es ahora un problema importante en áreas con abundantes recursos hídricos como las regiones tropicales. Estas regiones se caracterizan por altas tasas de precipitación casi durante todo el año. Esto da como resultado una disponibilidad relativamente grande de recursos hídricos. Sin embargo, estos recursos hídricos no siempre se distribuyen equitativamente en el tiempo y el espacio, lo que causa períodos y pone áreas bajo estrés hídrico en las regiones tropicales. Además de esto, el desafío también está relacionado con el acceso a estos recursos hídricos, lo que crea una disponibilidad reducida en términos generales. Costa Rica es un claro ejemplo de un país en las regiones tropicales, donde la escasez de agua se encuentra en lo más alto de la agenda del agua. Costa Rica está situada en la región tropical tórrida de América Central, sin embargo, experimenta períodos de escasez en sus recursos hídricos disponibles al final de la estación seca. Esto afecta a todos los sectores de agua, especialmente a la agricultura y a los sistemas de suministro de agua potable. Esta situación ha sido magnificada por el cambio global, con una mayor demanda de recursos por el crecimiento de la población, la impermeabilización de las áreas de recarga por la urbanización y la reducción de recursos debido al cambio climático. Para adaptarse a esta situación, es necesario llevar a cabo una evaluación sistemática de las herramientas de gestión del agua adecuadas para las condiciones ambientales del país. Este trabajo se centra en una de estas herramientas: la gestión de la recarga acuíferos gestionados (MAR). Las técnicas de MAR son un enfoque prometedor para abordar los problemas previamente definidos, almacenando el exceso de recursos hídricos disponibles durante la estación lluviosa en sistemas acuíferos adecuados para su uso posterior en la estación seca. Las técnicas de MAR presentan ciertas ventajas en comparación con el almacenamiento en superficie: menos pérdidas por evaporación y menor demanda de área superficial, entre otras. Con el fin de determinar si las técnicas de MAR son adecuadas para Costa Rica y ayudarán a superar los desafíos temporales de escasez de agua, se investigaron tres temas principales a diferentes escalas. Primero, en una escala de país, la búsqueda de áreas adecuadas para técnicas específicas de MAR en el país se realizó con base en criterios físicos. En segundo lugar, la escala de investigación se reduce a un nivel de cuenca. Para este caso, se realizó la evaluación de un proyecto de MAR basado en la primera etapa de las directrices australianas de MAR. Esta consiste en una lista de verificación de cinco elementos críticos, que constituye la base para la evaluación de un proyecto MAR. En tercer lugar, la investigación se lleva a escala de laboratorio, donde la investigación se centra en los pozos de inyección en un sistema acuífero no confinado. Para el primer tema, las áreas adecuadas para la implementación de los métodos de infiltración de la MAR se identifican en Costa Rica mediante un enfoque de ciencia la información geográfica y análisis de decisión multicriterio (SIG-MCDA). Esto se basa en cuatro criterios: geoaptitud hidrogeológica, pendiente del terreno, textura del suelo superior y densidad de la red de drenaje. Al realizar un GIS-MCDA, el país se clasifica en áreas adecuadas e inadecuadas. Con base en este método, el 61 % del país se consideró adecuado para métodos de infiltración. Las áreas adecuadas mejor clasificadas se encuentran en las regiones del norte y noroeste del país. La clasificación del país según el potencial de los métodos de infiltración por medio de un método GIS-MCDA es un primer curso de acción para determinar otras áreas de investigación. En el segundo nivel de investigación, se evaluó la factibilidad de un proyecto MAR en la cuenca del río Machuca. Esta cuenca hidrográfica se eligió porque: los sistemas de suministro de agua potable no satisfacen la demanda real, existe un interés del gobierno en buscar nuevas alternativas de suministro de agua y hay suficiente información básica en esta cuenca hidrográfica. Para evaluar la factibilidad de un proyecto MAR en la cuenca, la primera etapa de la evaluación se realizó sobre la base de la lista de cinco elementos críticos: 1) demanda suficiente, 2) fuente de recarga adecuada, 3) acuífero adecuado, 4) espacio para tratar el agua y, 5) la capacidad humana. Para facilitar el análisis de toda la cuenca del río, se dividió en cinco localidades en función de los niveles de agua superficiales del acuífero. Se concluyó que un proyecto MAR parece viable en esta cuenca en las localidades Coyolar y Orotina. Con respecto a la técnica de MAR que se aplicará en un proyecto MAR en la cuenca del río Machuca, se tomaron dos consideraciones: la idoneidad previamente determinada y las condiciones locales. En primer lugar, todo el río Machuca se clasifica como adecuado para la infiltración superficial (método de infiltración MAR) en función de los resultados del análisis a escala de país. Las localidades Coyolar y Orotina se clasifican con una idoneidad moderada. En segundo lugar, el mejor material acuífero para la recarga en estos dos lugares son las fracturas lavas y aluviones ubicados bajo capas de arcilla. Se decidió que las técnicas de inyección directa MAR (almacenamiento y recuperación - ASR) serán más apropiadas para estas dos ubicaciones por estas dos razones (idoneidad de los métodos de propagación moderada y condiciones locales). En la escala de investigación más pequeña, el efecto de la longitud de la pantalla del pozo sobre la tasa de inyección para un acuífero no confinado se corroboró bajo condiciones de laboratorio controladas. Este es uno de los primeros experimentos sobre el tema según el mejor conocimiento del autor. Uno de los principales hallazgos de la investigación de laboratorio es el efecto casi nulo en la tasa de inyección para longitudes de pantalla superiores al 80 % del espesor saturado en un acuífero no confinado. El efecto en la longitud de la pantalla es apreciable en la velocidad de inyección para pantalla abierta inferior al 80 % del espesor total del acuífero (95 % de la máxima velocidad de inyección alcanzable) y aumenta para longitudes de pantalla abierta por debajo del 40 % (90 % de la máxima tasa de inyección alcanzable). En base a los resultados experimentales, se recomienda utilizar una longitud de malla del 40 % del espesor del acuífero saturado para los pozos ASR y del 80 % para los pozos de inyección. La presente evaluación muestra que las técnicas de MAR son adecuadas para las condiciones ambientales de Costa Rica. Más allá, la evaluación a nivel de cuenca muestra las técnicas de MAR como una solución para superar los problemas de escasez de agua. Las interacciones entre acuíferos y pozos a escala de laboratorio muestran resultados prometedores con respecto al efecto de la pantalla en la velocidad de inyección. Aun así, se necesita más investigación en este campo con respecto a otros tipos de acuíferos. Con base en todos estos hallazgos, las técnicas de MAR son una herramienta apropiada para la gestión integrada del agua en las regiones tropicales.
1. Diese Arbeit ist eine Nachfragestudie, die auf den Mikro-Daten des Verbrauches für Lebensmittel und im Rahmen einer statisch, Nutzenmaximierend, und partielle Modell bearbeitet ist. Die Studie ermöglicht eine Bereitstellung von Information über das Zusammenhang zwischen den konkurrierenden Warengruppen in einer vollständigen Nachfrage System. 2. Derzeitige Wirtschaftentwicklung, die unter anderen wegen der im Juli 1997 ausgebrochene Krise ausgeprägt ist, hat eine dringende Notwendigkeit für die Politik und Wissenschaftler der Lebensmittel und Landwirtschaft dieses Landes um eine Information auf die Konsumsverhalten der Haushalte in ihrer Reaktionen auf die Änderung der Verbrauch determinierenden Faktoren wie Einkommen, Preisverhältnis, Einführung neuer Marken in Lebensmittelprodukte, Intensivierung der Anzeigen, Änderung im Modus des Einzelhandels, usw., sowie die Änderungen in demographische Faktor der Haushalte. Der Bedarf nach dieser Informationen sind um so großer, weil es nach im Juli 1997 ausgebrochene Wirtschaftkrise ein tief greifende Strukturwandel gibt, die vielfältige Folge mitgebracht hat. Diese Folge sind unter anderen: (i) Indonesien ist daran gezwungen, die Wirtschaft, einschließlicher Lebensmittelmarkt sich an einem Markt System zu orientieren; (ii) die durchschnittliche Kaufkraft des Volkes ist zu der Ebene der vor zehn Jahre zurück gegangen; (iii) Der Preisverhältnis verändert sich. (iv) Politisch gesehen, steht die indonesischen Regierung derzeit vor einer Ära der Dezentralisierung. Diese Faktoren konnte es dazu führen, der sich Struktur der verschiedenen Haushaltsgruppen in Indonesien zu ändern. Dazu ist es Notwendig, eine Studie mit den lokalen spezifische Sicht des Verbrauchs verhaltens durchzuführen. 3. Zu den Zeitpunkt ist die existierende Information unzulänglich, weil die vorherigen Studien wenn überhaupt da sind, lediglich nur auf Einzel Gleichung schätzende Modell begrenzt sind, und sie sind meisten basiert auf einen argregierten Datei. Auf Grund der Wichtigkeit des Haushalts als die entscheidende Einheit in Verbrauch und auf Grund einer wachsenden Erreichbarkeit von Makrodaten, hat diese Studie einen disaggregierten Haushalt Mikrodatensatz von der Provinz Ost Java, Indonesien benutzt. 4. Die Studie hat folgende Ziele: Erstens, Nachfragenparameter für die untersuchten Lebensmittelgruppen zu finden, damit man die Wirkung einer Preisänderungen auf die Nachfrage der Lebensmittelgruppen für verschiedene Einkommengruppen in der Provinz Ost Java, Indonesien analysieren kann. Zweitens, um zu zeigen, wie man die Studienergebnisse für real politische Grundsatzfragen um die Lebensmittel und die Landwirtschaft nutzen kann. Drittens, um die spezifischen Wohlfahrtwirkungen der ausgewählten Preispolitik für verschiedene Einkommengruppen zu bewerten. 5. Ein historisch perspektive Überblick über die Republik von Indonesien zeigt an, dass Indonesien eine Wirtschaft mit schwerer staatlicher Einmischung in der Vergangenheit ist, und eine Änderungen von diesem grundlegenden Modell eine Sache des politischen Pragmatismus ist. Die ändernde Wirtschaftstruktur des Landes hat dazu zuführen, das die Rolle der Landwirtschaft im Brutto Inland Produkt (BIP) Beitrags verringert ist, obwohl diese noch wichtig ist für die Lebensmittelsevorkehrung und Anstellung. Steigende pro Kopfseinkommen pro Jahr auf dem Land hat nur geringe Minderung des Verbrauches auf Nahrungsmitteln zu Folge. Reiskonsum hat einen hohen Anteil der gesamter Nahrungsmittelausgaben in allen Haushaltgruppen. Daher hat sich Nahrungsmittelpolitik in Indonesien vorherrschend noch auf Reis konzentriert. 6. Dieses Studie hat den disaggregierten Mikrodatensatz von Haushaltsausgaben bearbeitet. Dieser Datensatz ist von so genannten SUSENAS (die nationalen Sozial Wirtschaftliche Datenerhebung), für die Perioden 1990 1993, 1996 und 1999 von Ost Java Provinz Indonesien eingestellt. Der Ausgaben und der Einkommenmodul von dem SUSENAS Verhebung bedecken alle Haushaltausgaben in einer Woche der Aufzählung mit voller Spezifikation von Waren. Aufgeführt in den Umfragen sind 231 Verbrauchwaren, die Daten auf Quantitäten und Werte gesammelt wurden. Der Datensatz für jede Verhebungsperiode ist von 5692 Haushalten (1990), 7638 Haushalten (1993), 8015 Haushalte (1996), und 8552 Haushalte (1999) in städtischen und ländlichen Gebieten gesammelt. Die zentrale Behörde der Statistik hat die dreistufige stratifizierte Probe für den SUSENAS angewandt. Für Verbrauchsdaten der Nahrungmittels war das Zeitreferenz eine Woche vor der Aufzählung von Daten. 7. Die theoretische Grundlage dieser Studie ist die Neonklassische Verbraucherwirtschaft. Theorie und die verwandten Methoden sind präsentiert, um das in dieser Studie gebrauchten Modell zu rechtfertigen. Wir haben aufgrund einige theoretisch, empirisch und pragmatische Berücksichtigungen die Entscheidung getroffen, die linearen Annäherung von der nahezu idealen Nachfragensystem ( (LA/AIDS) Modell zu benutzen. Es befriedigt die Axiome der Wahl, argregiert perfekt über die Verbrauchern, hat eine praktische Form, die verträglich mit Haushalthaushaltdaten ist, ist einfach zu schätzen, und kann prüfen die wahren Einschränkungen der Nachfragentheorie. Es kombiniert auch den Beste von theoretischen Eigenschaften von sowohl Rotterdam als auch Translog Modelle. Wenn man der Preisindex von Stone im Modell anwendet, ist das Modell als eine Lineare Annäherung der Nahezu idealer Nachfrage System (LA/AIDS) genannt. Der Gebrauch des Compensating Variation (CV) Konzeptes schlägt vor, dass die Ergebnisse der Nachfragenschätzung gut zur politische Analyse beitragen kann. Das CV ist die Entschädigungszahlung (Betrag des Geld) der den Verbraucher ebenso wohl als vor der wirtschaftlichen Änderung verlässt. Es mag positiv oder negativ sein. Es ist positiv, wenn die wirtschaftliche Änderung dem Verbraucher schlechter drauf macht, und Negativ, wenn die wirtschaftliche Änderung dem Verbraucher Verbesserung bringt. 8. Da das CV Geld metrisch ist, ist sein Ausdruck abhängig auf einem absoluten Wert der Währung des Landes. Dies ist weniger vergleichbar. Um dies zu vermeiden, kann es in einem relativen Begriff durch Gebrauch zum Beispiel, eines Preisindexes, umgestalten werden. Dadurch ist es metrisch unabhängig. Auf diesen Grund, wurde Fischer Idealer Preisindex in dieser Studie benutzt, der Wohlfahrtsänderung anzunähern. Fischer Idealer Preisindex ist ein geometrisches Mittel des Laspeyres- (PL) Preisindex, PL = , und der Paasche (PP) Preisindex Pp = . Es ist algebraisch als .ausgedrückt. Es vertritt eine Änderungskaufkraft, die als eine Annäherung der Wohlfahrtsänderung gilt. 9. Die geschätzten Gleichungen für das LA/AIDS sind in Tabelle 6. 2 zu 6. 9 zusammengefasst. Für die ganzen Perioden von der Verhebungen, die städtische und ländliche Gebiete bedecken, gibt es 88 Gleichungen für das LA/AIDS. Achtzig Gleichungen aus diesen 88 wurden direkt durch das SAS Program (die 6,12 Ausgabe) geschätzt, durch die Verwendung der iterativen scheinbar nicht verwandten Regression (ITSUR) Schätzungsverfahren. Die Parameterschätzungen für den Rest von 8 Gleichungen wurden von Gebrauch der Prinzip summierung (add up principle) wiedererlangt. In diesen Modellen wird die Veränderung der Budgetanteilen von elf Nahrungsmittelsgruppen in den Studiegebieten von den folgenden Faktoren bestimmt: Preise (das eigene- und kreuzt Preis), Einkommensnivue, die vom totalen Ausgaben der wöchentlichen Budget auf Nahrungsmitteln angenähert werden, die Einkommengruppe von den Haushalten, und der Haushaltgröße, die den Rest des demographische Merkmale vertritt. Insgesamt sind 220 Parameter in jeder Gleichung, die direkt oder indirekt von dieser Schätzung resultiert. Tabelle 6.10 fasst die Schätzungsleistung durch die Vorlage der Anzahl der statistisch signifikante Schätzungen von 170 Parametern der einzelnen Gleichungen zusammen, die direkt in dieser Studie geschätzt wurden. Statistik gesehen, wird die schlechter Leistung der Schätzung von einer vertreten, die 55 Prozent statistisch signifikante Schätzungen gibt (Tabelle 6.2: Urban90). Die beste Schätzungsleistung wird von einer vertreten, die 78 Prozent statistisch signifikante Schätzungen gibt (Tabelle 6.3: Rural90). Die Tatsachen, dass mehr als die Hälfte von Parameterschätzungen in jedem Gleichungssystem statistisch signifikant sind, gibt einen Grund zu beanspruchen, dass die Modellspezifikation passend ist. Auch direkte Beobachtung auf den Ergebnissen der Schätzung zeigt an, dass Mehrheit von Parameterschätzungen großer sind, im Vergleich mit ihren Standard Fehlern. Die liefern ein gewisses Maß an Vertrauen zu sagen, daß die Schätzungen zuverlässig sind. Diese i n allen vorschlagen, daß unsere Hypothese, wie ausdrücklich in der LA/AIDS Modell, von der Daten unterstuzt wird. Das ist zu sagen, dass die Nachfrage nach Nahrungsmittel in den Studiensgebieten ansprechend ist zu Preisen, totale Ausgaben für Nahrungsmitteln, Einkommengruppen und die Haushaltgröße. 10. Die asymptotische Likelihood Ratio Test auf die Nachfrage Ristriktionen zeigt an, dass das Ergebnis der Prüfung im Einklang mit der früheren algemeinen Ergebnisse von anderen Autoren steht. Das ist, der Homogenität und der Symmetrie Restriktionen in den meisten Fällen von der Daten übertreten worden sind. Es bedeutet aber nicht unbedingt, dass die Theorie falsch ist. Es kann der Fall sein, dass die Daten und Modell nicht die Theorie unterstutzen kann entweder wegen der Dateneigenschaft, und/oder Modell Spezifikation. 11. Die Zeichen von den AIDS Parametern liefern Informationen über die Eigenschaften der Nachfrage nach Nahrungmitell. Man kann durch Besichtigung folgern, dass Waren mit negativen Verbrauchparameter ( a) Einkommen unelastisch sind, und diejenige, die mit positiven Parametern ( , Einkommen elastisch sind. Beobachtung auf den AIDS Schätzungen hat angezeigt, dass Reis in alle Fälle einkommen unelastisch ist. Andere Waren haben eine Mischungsleistung ausgestellt, die von den Gebieten und Verhebungsperioden abhängen. Fisch, Fleisch, Tabake und Betel, und vorbereitete Speise haben eine Allgemeinheit ausgestellt, einkommen elastisch zu sein. Andere Ergebnisse, die im Einklang mit der Intuition haben, sind die Ergibnisse die angezeigt haben, dass alle Nahrungsmittelgruppen eine negative Preiselastizitäten besitzen. Meisten von der untersuchten Waregruppe, mit Ausnahme von Eiern und Milch, sind Eigenpreis unelastisch. Die Tatsache, dass die entschädigten eigenen Preiselastizitäten (compensated ownprice elasticity) deutlich verschieden sind von denen der gewöhnlichen eigenen Preiseselastizitäten hat angezeigt, dass es Nachfragenwirkungen in jeder Preisesänderung der Warengruppe gibt. Andere Warengruppen sind ansprechend (responsive) auf der Änderung des Reisespreises. Das Gegenteil ist nicht der Fall. In Allgemein ist kreuze Preisbeziehung unter den Speisengruppen weniger einflussreich ist. Die Einbeziehung der Haushaltsgröße in den ganzen AIDS Model fuer Nahrungsmittel wird gerechtfertigt von der Tatsache, dass die meisten Parameterschätzungen, die Haushaltgröße vertreten, statistisch bedeutsam (significant) waren. Deswegen, ist es fest gestelt, das die Ausgaben fuer die Mehrheit der Nahrungsmittel von der Anzahl von Haushaltsmitglieder beeinflusst werden. Ein zusätzliches Haushaltmitglied kann verursachen, dass einige Haushaltausgaben steigen fuer das eine oder mindern für das anderen, um auszugleichen. Als die Anzahl von Haushaltmitglied zunimmt dan verringern der Verbrauch des Tabaks, Früchte und Gemüse, vorbereite te Speisen, und Fisch und Fleisch. Diese Reduktionen sind gemacht, um der Verbrauch von anderen Nahrungskategorien mit positiven elastizitäten, hauptsächlich Reis, Nicht-Reisstoffen, und essbares Öl. Die Zunahme der Haushaltsgröße ist mit der Abnahme derjenigen Speisenqualität verbunden. Der Verbrauch der billiger Kohlenhydrats-reicher Speise ist hauptsächlich eine Strategie, die von Haushalten mit große Mitgliedszahl genommen wird. 12. Die geschätzten Nachfragenparameter versorgen einen vollständigen und gleichmäßigen Rahmen für Bewertenschläge irgendeiner Regierungspolitik. Die Kombination des direkten Reises- und indirekte Tabak Preispolitikes ist in diesem Studie benutzt worden, die Nützlichkeit der Ergebnisse dieses Studie vorzuführen. Der Preis des Reises hat einen wichtigen Auswirkung auf das Ausgabenmuster von privatem Haushalt; weil Reis ein wichtigen Einflusses auf dem Haushaltausgaben hat. Die Preisberechnung, die in diesem Studie geleitet wird, schlägt vor, dass die Liberalisierung des Reismarktes eine Wohlfahrtsverbesserung an aller Einkommensgruppen macht. Wenn der Verbrauch von Tabak besteuert wird (indirekter Preisberechnung), wird dann Regierungseinkünfte steigen, ohne das Schaden von so viel armen Haushalten. ; This is a micro-data based study of demand for food in the framework of a static, utility maximizing, and partial model that enables the provision of knowledge on the interrelatedness among the competing commodity groups in a complete demand system. The dynamics which took place in the economy of contemporary Indonesia has created an urgent need for policy makers and scholars of food and agriculture sector of this country to have a knowledge on the spending behavior of the households in their response on changing consumption determinants like income, relative prices, the introduction of new brands in manufactured foods, an intensifying advertisement, changing mode of retailing, etc., as well as the changes in the demography of households themselves. The need is reinforced, as Indonesia after enjoying two decades of economic booming was hit by a devastating economic crisis that broke out in July 1997, the ramification of which prevails until the time of study. The consequences of this crisis are manifold. Economically speaking, the crisis has (i) forced Indonesia to approach a market system that among others, liberalizes the previously intervened food market, (ii) set the purchasing power of the average Indonesian back to the level of ten years before (iii) also changed the prices relatively. Politically, the Indonesian government is now facing an era of decentralization. These factors in combination might change the consumption structure of different household groups in Indonesia. Additionally, it places an urgent need to conduct a study also with local specific perspective of consumption behavior. Until today, the existing knowledge is deficient, because previous studies are limited to the estimation of single equation model based on an aggregated data. Due to the importance of the household as the decisive unit in consumption, and due to an increasing accessibility of micro data, this study used a dis- aggregate micro data set from the province of East Java, Indonesia. Given that background, the objective of this study is firstly to find demand parameters for food groups under investigation, based on which one can analyze the effects of expenditure and price changes on demand of eleven food groups for different income groups in the province of East Java, Indonesia. Secondly, to demonstrates the use of the study results for real policy questions about the food and agricultural sector. Thirdly, to evaluate the specific welfare effects of selected price policies for different income groups. The brief exposition of the republic of Indonesia in a historical perspective indicates that Indonesia is an economy with heavy state intervention in the past and departing from this basic model is a matter of political pragmatism. Changing the economic structure reduced the role of agricultural sector in terms of GDP contribution, but it is still important for food provision and employment. Increasing income per capita per year in the country reduced slightly percentage of expenditure on food. Rice expenditure has a high share of total food expenditure in all household groups. Therefore, food policy in Indonesia has dominantly centered on rice. This study employed the cross sectional household consumption/expenditure micro data set from the so called SUSENAS (the National Socio -Economic Survey), for the periods 1990, 1993, 1996 and 1999 representing the province of East Java, Indonesia. The consumption and income module of the SUSENAS survey covers all household expenditures during a week of enumeration with full specification of commodities. Listed in the questionnaires are 231 consumption items, for which data on quantities and values were gathered. The data set of each survey periods is collected from 5692 households (1990), 7638 households (1993), 8015 Households (1996), and 8552 households (1999) in urban and rural areas. The central Bureau of Statistics applied the three-stage stratified sampling for the SUSENAS. For food consumption the survey reference period was one week prior to the enumeration of data. The theoretical framework of this study is the neo-classical consumer economics. Theory and the related methods are presented in order to justify the model used in this study. Some theoretical, empirical and pragmatical considerations have brought us to the decision to use the linearized approximation of an almost ideal demand system (LA/AIDS) model. It satisfies the axioms of choice, aggregates perfectly over consumers, has a functional form, which is consistent with household budget data, and simple to estimate and test the true restrictions of demand theory. It also combines the best of theoretical features of both Rotterdam and translog models. When Stone s index is used in the model it is termed as a linear approximation of almost ideal demand system (LA/AIDS). The use of the concept of compensating variation suggests that results of demand estimation contribute well to the analysis of policy. Compensating variation is the compensating payment (amount of money) that leaves the consumer as well of as before the economic change. It may be positive or negative. It is positive, if the economic change makes consumer worse off, and negative, if the economic change brings betterment to the consumer. Because compensating variation is money metric, its expression is dependent on an absolute expression in term of country s currency unit. This is less comparable. To avoid this, one can transform it in a relative term by using for example, price index, which is metric independent. Based on that, Fischer Ideal Price Index was used to approximate the welfare change. Fischer Ideal Price Index is a geometric means of Laspeyres- (PL) price index , PL = ), and the Paasche (PP) price index, Pp = . It is expressed algebraically as = . It represents a changing purchasing power as an approximation of welfare change. The estimated equations for the LA/AIDS are summarized in table 6.2 to 6.9. For all the periods of surveys, covering urban and rural areas, there are 88 equations for the LA/AIDS. Eighty equations out of these 88 were estimated directly using SAS program the 6.12 edition, by applying the iterative seemingly unrelated regression (ITSUR) estimation procedure. The parameter estimates for the rest of 8 equations were recovered by using adding-up principle. In these models, the variation of budget shares of eleven food groups in the study areas are determined by (the own- and cross) prices, income level which is approximated by the weekly household s total expenditure on food, the income group of the households, and the household size accommodating the rest of demographical characteristics of the households. In total, 220 parameters in each of equation are resulted directly or indirectly from this estimation. Table 6.10 summarizes the estimation performance by presenting the number of statistically significant estimates out of 170 parameters in each equation that directly estimated in this study. As a matter of statistics, the worse performance of the estimation is represented by the one that give 55 per cent statistically significant estimates (table code 6.2: Urban90). The best estimation performance is exhibited by the one that brought 78 per cent statistically significant estimates (table code 6.3: Rural90). The facts, that more than the half of parameter estimates in each equation system is statistically significant may be the basis to claim, that the model specification is appropriate. Also, direct observation on the results of estimation indicates that majority of parameter estimates are large relative to their standard errors. These deliver some degree of confidence to say that the estimates are reliable. These in all suggest that our hypothesis, as explicitly expressed in the LA/AIDS model, is supported by the data. That is to say, that food demands in the study areas are responsive to prices, total food exp enditure level, income groups and the household size as measured from survey data. The asymptotic likelihood ratio test on demand restrictions indicates that the result of the test is consistent with the previous common findings by other authors. That is, the homogeneity and symmetry restrictions were in most cases violated by the data. However, it does not necessarily mean, that the theory is wrong; it may be rather the case, that the data and model combined do not support the theory either because of data property, and/or model specification. The signs of the AIDS parameters deliver information on the nature of the demand for food commodities. So, by inspection one can infer, those with negative expenditure parameters are income inelastic, and those with positive parameters, are income elastic. Observation on the AIDS estimates indicated that rice is in all cases income inelastic. Other commodities exhibited a mix performance depending on the areas and survey periods. Fish, meat, tobaccos and betel, and prepared food exhibited a generality of being income elastic. Other findings that support the intuition is that all food groups showed a negative own price elasticities. Most of commodity groups under investigation, with exception of Eggs and Milks, are own price inelastic. The fact, that the compensated own price elasticities are different clearly from those of the ordinary own price elasticities indicated that there is a demand effects in each of price change of the commodities groups being analyzed. Other food groups are responsive on the change of rice price. The reverse is not the case. In general, cross price relationship among the food groups are less influential. The inclusion of household size in the AIDS model for food is justified by the fact, that most of the parameter estimates representing household size were statistically significant. So for the majority of food items it holds that an additional of household s member will cause some household expenditure to increase and others to decline to balance the household size variable. As the number of household member increases, households reduce their consumption of tobacco, fruits and vegetables, prepared foods, and some time, fish and meat. These reductions are made in order to increase the consumption of other categories with positive household size elasticities mainly rice, non-rice staple, and edible oil. The increase of household size definitely associated with the decline in the food quality consumed by the households. The consumption of cheap carbohydrate-rich food is mainly the s trategy taken by households having a large membership. The estimated demand parameters provide a complete and consistent framework for evaluating impacts of any government policy. The combination of direct rice- and indirect tobacco pricing policies has been used in this study to demonstrate the usefulness of the results of this study. The price of rice has an important impact on private household s spending pattern, because of its important influence on the household s budget. The policy exercise conducted in this study suggest, that liberalizing the market of rice will make households of all income groups better-off, and a combination of it with a tobacco-taxing (indirect pricing) will increase government revenue without harming so much the poor households.
Author's introductionNon‐human animals constitute an integral part of human society. They figure heavily in our language, food, clothing, family structure, economy, education, entertainment, science, and recreation. The many ways we use animals produce ambivalent and contradictory attitudes toward them. We treat some species of animals as friends and family members (e.g., dogs and cats), while we treat others as commodities (e.g., cows, pigs, and chickens). Our constructions of animals and the moral and legal status we grant them provide rich topics for sociological study.This teaching and learning guide can serve as a resource for those who want to learn more about the field or for those preparing to teach a course on animals and society. The materials have the common theme of examining animals within the context of larger social issues. The guide begins with an annotated list of major works in the area. It then lists useful online resources. Finally, it provides a sample syllabus, concluding with ideas for course projects and assignments.Author recommends:Arnold Arluke and Clinton R. Sanders, Regarding Animals (Philadelphia, PA: Temple University Press, 1996). Regarding Animals was the first book‐length sociological work on human‐animal relationships. Arluke and Sanders focus on the ambivalent and contradictory ways that we humans view other species. It examines how we cherish some animals as friends and family members, while we consider others as food, pests, and resources. Based on research in animal shelters, veterinary clinics, primate research laboratories, and among guide‐dog trainers, the book provides sociological insight into how we construct animals – and how in the process we construct ourselves.Arnold Arluke and Clinton R. Sanders, Between the Species: A Reader in Human‐Animal Relationships (Boston, MA: Allyn & Bacon, 2009).Arluke and Sanders have divided this reader into three units. The first, animal, self, and society, includes topical sections on 'Thinking with Animals', 'Close Relationships with Animals', 'The Darkside', and 'Wild(life) Encounters'. The second unit, which focuses on animals in institutions, includes readings on science, agriculture, entertainment and education, and health and welfare. The third unit is organized around the 'changing status and perception of animals'. Its chapters examine healing, selfhood, and rights. The articles, drawn largely from social science journals, have been edited for readability at the undergraduate level.Clifton Flynn, Social Creatures: A Human and Animal Studies Reader (New York, NY: Lantern, 2008).Flynn's edited volume examines the role of animals in language, as food, and as companions. It delves into issues of animal abuse and grief after pet loss. It contains over 30 chapters, mostly reprints of articles in scholarly journals, representing a range of perspectives. Part I gives an overview of the field of human–animal studies. Part II focuses on studying human‐animal relationships. Part III offers comparative and historical perspectives on those relationships. Animals and culture is the focus of Part IV. Part V examines attitudes toward animals. Part VI offers essays on criminology and deviance. Inequality and interconnected oppression focuses the essays in Part VII. The chapters in Part VIII concern living and working with animals, and Part IX includes readings on animal rights, as both philosophy and social movement. Each chapter offers study questions for study and discussion.Adrian Franklin, Animals & Modern Cultures: A Sociology of Human‐Animal Relations in Modernity (London, UK: Sage, 1999).This book examines the changes in human‐animal relationships over the 20th century. It argues that at the start of the century, animals were regarded most often as resources. Moreover, we drew a distinct boundary between humans and other animals. By the end of the century, our attitudes toward animals had changed, and we began to question the subordination implicit in the human–animal boundary. Franklin highlights companionship with animals, hunting and fishing, the meat industry, and leisure activities involving animals, such as bird watching and wildlife parks. He emphasizes variations by gender, class, ethnicity, and nation.Leslie Irvine, If You Tame Me: Understanding our Connection with Animals (Philadelphia, PA: Temple University Press, 2004).This book examines our relationships with dogs and cats, arguing that animals have a sense of self. Drawing on research conducted at an animal shelter, in dog parks, and in interviews and observation, the author argues that animals become such important parts of our lives because of the subjective experience they bring to the relationship. Challenging the view that we simply anthropomorphize animals, Irvine offers a model of animal selfhood that explains what makes relationships with animals possible. Offering an alternative to George Herbert Mead's perspective on the self, Irvine argues that interaction with animals reveals complex subjectivity, emotionality, agency, and memory.Linda Kalof and Amy Fitzgerald, The Animals Reader: The Essential Classic and Contemporary Writings (New York, NY: Palgrave Macmillan, 2007).This edited volume is notable for its diversity in perspectives. It includes readings on ethics, philosophy, sociology, cultural studies, environmental studies, history, and anthropology. It examines questions ranging from 'what is an animal?' to those surrounding the ethics of cloning. Part I examines animals as philosophical subjects. Part II includes essays that suggest that animals are reflexive thinkers. Part III considers the various roles of animals as domesticates, 'pets', and food. The chapters in Part IV focus on animals in sport and spectacle. Part V focuses on animals as symbols. Part VI examines animals as scientific objects. Each chapter offers an introduction and list of further readings.David Nibert, Animal Rights/Human Rights: Entanglements of Oppression and Liberation (Lanham MD: Rowman and Littlefield, 2002).David Nibert connects oppression based on species, gender, ethnicity, and social class to the institution of capitalism. By modifying Donald Noel's theory of ethnic stratification, Nibert explains the oppression of non‐human animals in all forms, from meat eating to vivisection. He then argues that the systematic oppression of animals led to the oppression of other humans.Online materials Animals and Society Section of the American Sociological Association http://www2.asanet.org/sectionanimals/ This website offers membership information specifically for sociologists interested in human–animal studies. It is especially notable for its online syllabi from courses on animals and society. Animals and Society Institute http://www.animalsandsociety.org/ The Animals and Society Institute includes programs in three areas: Human–animal Studies; AniCare, a program dedicated to animal abuse and other forms of violence; and the Animals' Platform, a set of guidelines for animal protection legislation at the state, local, or national levels. The website's homepage includes a link to a video introducing the institute and its programs. The 'Resources' link leads to useful web and print documents and other web pages, including lists of human–animal studies centers and courses. Animal Studies Bibliography http://ecoculturalgroup.msu.edu/bibliography.htm This extensive, well‐organized bibliography is the project of the Ecological & Cultural Change Studies Group at Michigan State University. It includes works on Animals as Philosophical and Ethical Subjects; Animals as Reflexive Thinkers; Domestication and Predation; Animals as Entertainment and Spectacle; Animals as Symbols and Companions; Animals in Science, Education, and Therapy; and a 'miscellaneous' category. HumaneSpot.org http://www.humanespot.org/node HumaneSpot is the creation of the Humane Research Council. It requires registration as a user, and users must complete a short online application and attest that they are animal advocates, but advocacy in the form of scholarship counts. Once registered, users have access to extensive research on all aspects of animal welfare. Users can also have summarized updates of recent studies delivered by email. The Hoarding of Animals Research Consortium (HARC) http://www.tufts.edu/vet/cfa/hoarding/ The HARC website offers a collection of research on animal hoarding or 'collecting'. The studies address issues of animal welfare, public health, mental health, connections with other forms of abuse, and intervention. Pet‐Abuse.com http://www.pet‐abuse.com/ Alison Gianotto started Pet‐Abuse.com after someone kidnapped one of her cats and set him on fire. The cat died of the subsequent injuries and the abuser was never caught. Despite its name, Pet‐Abuse addresses abuse among many species, not just those commonly kept as pets. The project tracks incidents of cruelty throughout the United States, Canada, the United Kingdom, New Zealand, Australia, and Spain. The website offers a database that is searchable by location, type of cruelty, gender of offender, and more. It also allows for the creation of real‐time graphic displays of statistics on cruelty cases.Sample syllabusPart I: introduction and overviewWhat is human–animal studies? How can we study animals sociologically? What can the study of animals offer to the field?Reading:Arnold Arluke, 'A Sociology of Sociological Animal Studies,'Society & Animals 10 (2002): 369–374. Leslie Irvine, 'Animals and Sociology,'Sociology Compass 2 (2008):1954–1971. Jennifer Wolch, 'Zoöpolis,' In: Jennifer Wolch and Jody Emel (eds), Animal Geographies: Identity in the Nature Culture Borderlands (London, UK: Verso), 119–138.From Social Creatures:Kenneth J. Shapiro, 'Introduction to Human: Animal Studies'Clifton Bryant, 'The Zoological Connection: Animal‐related Human Behavior'Barbara Noske, 'The Animal Question in Anthropology'Part II: studying human‐animal relationshipsHow can we study our interactions and relationships with animals? What approaches have been used, and what are their strengths and weaknesses?Leslie Irvine, 'The Question of Animal Selves: Implications for Sociological Knowledge and Practice,'Qualitative Sociology Review 3 (2007): 5–21.From Social Creatures:Kenneth J. Shapiro, 'Understanding Dogs through Kinesthetic Empathy, Social Construction, and History'Alan M. Beck and Aaron H. Katcher, 'Future Directions in Human – Animal Bond Research'Clinton R. Sanders, 'Understanding Dogs: Caretakers' Attributions of Mindedness in Canine – Human Relationships'Part III: historical and comparative perspectivesIn this section, we examine how people have regarded animals in other times and places.Reading:Lynda Birke, 'Who – or What – are the Rats (and Mice) in the Laboratory?'Society & Animals 11 (2003): 207–224.From Social CreaturesBarbara Noske, 'Speciesism, Anthropocentrism, and Non‐Western Cultures'Michael Tobias, 'The Anthropology of Conscience'Harriet Ritvo, 'The Emergence of Modern Pet‐keeping'Part IV: animals and cultureThis section focuses on how animals are portrayed in language, advertisements, and other media. It also considers how culture influences our attitudes toward animals.Reading:Rhonda D. Evans and Craig J. Forsyth, 'The Social Milieu of Dogmen and Dogfights,'Deviant Behavior 19 (1998): 51–71.Fred Hawley, 'The Moral and Conceptual Universe of Cockfighters: Symbolism and Rationalization,'Society & Animals 1 (1992): 159–168.Linda Kalof and Amy Fitzgerald, 'Reading the Trophy: Exploring the Display of Dead Animals in Hunting Magazines,'Visual Studies 18 (2003): 112–122.Jennifer E. Lerner and Linda Kalof, 'The Animal Text: Message and Meaning in Television Advertisements,'The Sociological Quarterly 40 (1999): 565–585.From Social Creatures:Andrew Linzey, 'Animal Rights as Religious Vision'Leslie Irvine, 'The Power of Play'Tracey Smith‐Harris, 'There's Not Enough Room to Swing a Dead Cat and There's No Use Flogging a Dead Horse'Part V: attitudes toward other animalsThis part of the course examines how we think about animals, including what research reveals about how our attitudes develop.Reading:Mart Kheel, 'License to Kill: An Ecofeminist Critique of Hunters' Discourse,' In: Carol J. Adams and Josephine Donovan (eds), Animals and Women: Feminist Theoretical Explorations (Durham, NC: Duke University Press, 1995): 85–125.From Social Creatures:Harold Herzog, Nancy S. Betchart, and Robert B. Pittman, 'Gender, Sex‐role Orientation and Attitudes toward Animals'Elizabeth S. Paul and James A. Sarpell, 'Childhood Pet Keeping and Humane Attitudes in Young Adulthood'David Nibert, 'Animal Rights and Human Social Issues'Part VI: criminology and devianceThis section examines animal abuse and neglect, and its possible connections to other forms of violence, particularly that directed at human beings.Reading:Arnold Arluke, 'Animal Abuse as Dirty Play,'Symbolic Interaction 25 (2002): 405–430.From Social Creatures:Frank R. Ascione, 'Children Who Are Cruel to Animals: A Review of Research and Implications for Developmental Psychology'Linda Merz‐Perez, Kathleen M. Heide, and Ira J. Silverman, 'Childhood Cruelty to Animals and Subsequent Violence against Humans'Clifton P. Flynn, 'Women's Best Friend: Pet Abuse and the Role of Companion Animals in the Lives of Battered Women'Gary J. Patronek, 'Hoarding of Animals: An Under‐recognized Public Health Problem in a Difficult‐to‐study Population'Part VII: inequality – interconnected oppressionsThis section considers how our treatment of other animals influences our treatment of others, especially women and people of color.Reading:Isabel Gay Bradshaw, 'Not by Bread Alone: Symbolic Loss, Trauma, and Recovery in Elephant Communities,'Society & Animals 12 (2004): 144–158.Linda Kalof, Amy Fitzgerald, and Lori Baralt, 'Animals, Women, and Weapons: Blurred Sexual Boundaries in the Discourse of Sport Hunting,'Society & Animals 12 (2004): 237–251.From Social Creatures:Marjorie Spiegel, 'An Historical Understanding'Carol J. Adams, 'The Sexual Politics of Meat'David Nibert, 'Humans and Other Animals: Sociology's Moral and Intellectual Challenge'Part VIII: living and working with other animalsWe hold contradictory attitudes toward animals. We love our pets, but we consider some animals as disposable. What do our close living and working relationships with animals reveal about the roles of animals in society?Reading:Leslie Irvine, 'Animal Problems/People Skills: Emotional and Interactional Strategies in Humane Education,'Society & Animals 10 (2002): 63–91.Rik Scarce, 'Socially Constructing Pacific Salmon,'Society & Animals 5 (1997): 115–135.From Social Creatures:Andrew N. Rowan and Alan M. Beck, 'The Health Benefits of Human—Animal Interactions'Rose M. Perrine and Hannah L. Osbourne, 'Personality Characteristics of Dog and Cat Persons'Gerald H. Gosse and Michael J. Barnes, 'Human Grief Resulting from the Death of a Pet'Stephen Frommer and Arnold Arluke, 'Loving Them to Death: Blame‐displacing Strategies of Animal Shelter Workers and Surrenderers'Mary T. Phillips, 'Savages, Drunks, and Lab Animals: The Researcher's Perception of Pain'Part IX: animal rights – philosophy and social movementThis section examines the leading animal rights perspectives. It also considers who animal activists are and how animal rights exists as a social movement.Corwin Kruse, 'Gender, Views of Nature, and Support for Animal Rights,'Society & Animals 7 (1999): 179–197.From Social Creatures:Peter Singer, 'All Animals are Equal'Tom Regan, 'The Case for Animal Rights'Josephine Donovan, 'Animal Rights and Feminist Theory'Lyle Munro, 'Caring about Blood, Flesh, and Pain: Women's Standing in the Animal Protection Movement'Project ideasEssay topicsWrite an essay on each of the following topics: Topic 1: Focus on any species (other than dog or cat) and explore and present the nature of human–animal relations for that species. You should find and evaluate scholarly and popular print and Internet resources regarding this species and its relationships with humans. At least two of your sources should come from articles in scholarly journals.Topic 2: Find current media coverage of an event or issue that applies and extends material in the assigned text. This can involve an individual animal, a group of animals, or an entire species. For example, coverage of the role of livestock in global warming could be approached through several of the readings in the course. You cannot predict when these events will occur, so be continually on the lookout throughout the semester. JournalingTo help you think about the readings and ideas we are discussing, as well as relate the material to your own lives, you must keep a journal throughout the semester. You must have two entries per week. These need not be long; one page for each entry will suffice. However, they must demonstrate that you are thinking about the issues we are studying. The entries are to be analysis, not cute stories of how much you love animals. You must apply the material to your thoughts about and/or your interaction with animals. Each entry should have three parts: a personal reflection, a sociological insight, and an action step.1. Personal reflection (In this section, note any new observations, feelings, epiphanies, or other insights prompted by the course material.) Example: I never knew, or even thought about, the emotional lives of farm animals. Somehow, I have been able to draw a line between pets and other animals. I know many wild animals have emotions. I have seen programs about elephants experiencing grief, for example. However, I always bought into the idea that cows, chickens, and pigs were 'dumb'. I guess we have to think of them that way in order to treat them the way that we do. I was particularly struck by ... 2. Sociological insight (In this section, draw out some of the sociological relevance of the material.) Example: Farm animals have such a huge role in so many institutions. So much of the economy has to do with raising animals, transporting animals, killing them, processing their skin, muscle, organs, coats, and bones. It makes sense that we have commercials promoting 'Beef, it's what's for dinner' and 'Got Milk' ads. If it were 'natural' and necessary to consume animals, we would not need advertising campaigns designed to encourage us to do so. The 'animal industrial complex' depends on a steady supply of consumers. Vegetarians and vegans are very threatening to the status quo. No wonder popular culture makes fun of them.Farm animals also have a huge role in families. We eat animals on most of our holidays and other occasions. In addition, the histories of agricultural families go back ... 3. Action Step(s) (In this section, note at least one and as many as three ways that you will share your new knowledge. Action steps might include taking your cat to the vet, finding out about volunteering at an animal shelter, or becoming vegetarian.) Example: I intend to tell my roommates about the emotional lives of farm animals, and about the animal industrial complex. I will look for information about Farm Sanctuary online and pass it on to my sister.
From the introduction: 'Brazil is rich: rich in natural resources, rich in fertile soil, and rich in people". Although the country still shows deficits in different areas, the Brazilian market has attracted large investors and companies especially in the past decade. The country's potential has been the focus of many analysts and researchers by renowned economic institutes. After years of high inflation and slow growth – especially in the eighties and early nineties – Brazil was able to recover and get back into game with the other global players. From a historic perspective it is to say that the country has gone through large transition periods in the last century. Emerging from being a major coffee exporter until the early 20th century, Brazil now belongs to one of the most industrialized countries in Latin America. Although it is the largest country in the region in terms of population figures and geographical size, its GDP share in Latin America or annual growth rate offer a different conclusion. Nevertheless, the consulting market in Brazil has been growing, in particular during the last ten years. Many European and North American consulting companies have invested into the country, built branch offices and bought local firms. Although the market is still very young, its future potential has clearly been discovered. When thinking of Brazil, the words that tend to enter people's minds are positive sounding ones such as Samba, Carneval and beautiful beaches which radiate joy and energy. On the other side issues like criminality, poverty and high social inequality are often associated with Brazil as well. Either way, it is almost certain that one will have heard of Brazil. The country manifested itself in the mind of people and has made front page news more than once. Objective, relevance and research questions: The objective of the thesis is neither to conduct a market evaluation nor to point out the importance and future relevance of Brazil in the world economy. In fact this work is an empirical study on a market entry strategy which can serve as a reference for management consulting companies that want to enter the Brazilian consulting market. Furthermore, the work attempts to deliver a comprehensive picture of this market, with the intention of elaborating on whether it is wise to invest in Brazil, or whether there may be another – more suitable – Latin American country. Yet, the focus lies on the framework for strategy formulation and the proposals that will be made thereupon. In order to accomplish this, both a classical and an empirical approach were chosen whose outcomes will be compared to one another in the last chapter. LEAN Management is a booming term in the consulting business. Everybody wants to learn the 'LEAN-Thinking" and apply the method to his/her own company. Since the late 1990s LEAN Management is experiencing an upward trend and the word has spread all over the globe to reach Brazil. Consequently, there is a growing demand for LEAN in this country, as evidenced by the number of consulting companies already present in the market and the excellent prospects it shows. The aim of the thesis is to propose which geographical regions and economic sectors in Brazil may yield attractive prospects for management consulting companies. The information is then used to formulate a market entry strategy for LEAN Consulting in the Brazilian market. In addition, proposals will be made and future scenarios presented to the reader which are augmented by emprircal findings. Based on the introduction and the objective of the topic – giving a perspective of the situation in Brazil – the following two research questions are being raised. Is the LEAN market in Brazil a suitable market for a LEAN consulting company to invest in? Which recommendations for an entry strategy can be given when entering the Brazilian LEAN market? Out of these research questions, a sub-question is derived. Can Brazil serve as an entry port to Latin America for LEAN consulting businesses? The analysis of these questions will be conducted through a theoretical as well as an empirical approach. Structure of the topic: After having presented the objective and relevance of the topic as well as the research questions, the author will introduce the structure of the thesis. Accordingly, to strengthen the arguments that will be highlighted in the conclusion, the thesis is divided into three parts. The first part consists of theoretical results selected from secondary research. Based on the theory, an empirical study is conducted, involving a group of experts who will elaborate on their personal experiences and opinions with regards to the topic. The empirical findings deduced from the study are compared with the theoretical results in order to verify, if there exist a consensus among theory and empiricism. This comparison is then used to build up the third part of the thesis – the conclusion. Methodology: In order to create a solid basis for the strategy formulation chapters two and three provide a brief overview of the economic situation in Brazil – in a Latin American context – from the earliest settlement in the 14th century until today. Furthermore, an evaluation of the market, its productivity and its growth potential, completes the picture. Recent political changes have brought an upwind into the descending system. Since the implementation of the Real Plan in 1994 the country has experienced low inflation, trade liberalization, substantial privatization, increases in import penetration and the expansion of FDI. Thus, Brazil has reason to hope for future in prosperity. The information drawn for this section consists of secondary research, covering literature as well as various online resources and online libraries, to provide an adequate framework. The literature is primarily in English and partly in German or Portuguese language. The term LEAN Consulting is explained in detail in chapter four, in order to understand the impact and relevance of the term in this context. The literature for this part is provided by a consulting company that is working according to the LEAN principles. It consists entirely of secondary research with books and magazines as main sources. The LEAN Consulting market in Brazil has a special importance for the topic and the sources are given by the same consulting company. After having applied the theoretical framework of the thesis, chapter five provides the framework for the strategy formulation. The basis to this approach is the Five-Forces-Model by Michael E. Porter. Since the topic – market entry strategy – is a rather practical issue, the main part consists of empirical findings deducted from a Delphi Study. It is based on expert interviews that were held with a group of initially nine experts from the consulting business in two stages. In the first stage, these experts were confronted with two questionnaires – consisting of open and closed questions – which they had to answer based on their personal experience and opinion. The questionnaire in the second round was based on the summarized answers of the first one, raising new thoughts to the topic. The questionnaires were submitted in German, since all of the participants were either native German speakers or had sufficient knowledge of the German language to understand the questions. The aim of this Delphi Study was to gain opinions and experiences that can neither be found in books nor in any other relevant literature. Usually, Delphi Studies are used for business forecasting. The author receives new viewpoints that are based on personal experience of the experts by living in Brazil and working in the consulting business during the last decades. The last part of the thesis draws the conclusion, comparing the classical market entry approach to the empirical findings of the Delphi Study. This then gives a profound basis for constructing strategic recommendations and provides a future outlook. It is interesting to see how the experts of the Delphi Study view the future prospect of the consulting business in the country and what should be done to boost economic growth in this area. The thesis concludes by summarizing all important findings under consideration of the background layed out in the first part of the thesis.Inhaltsverzeichnis:Table of Contents: ABSTRACT IN ENGLISH LANGUAGEIII ABSTRACT AUF DEUTSCHIV 1.INTRODUCTION1 1.1OBJECTIVE, RELEVANCE AND RESEARCH QUESTIONS1 1.2STRUCTURE OF THE TOPIC2 1.3METHODOLOGY5 2.ECONOMIC OVERVIEW AND BACKGROUND OF BRAZIL7 2.1MERCOSUR7 2.1.1History8 2.1.2Foundation8 2.1.3Economic role of the Mercosur9 2.2THE COUNTRY BRAZIL10 2.2.1Political and economic history11 2.2.2Economic environment13 2.2.3Political environment14 2.2.4Macroeconomic data15 2.2.5Social inequality17 2.2.6Level of corruption and governance indicators19 3.MARKET EVALUATION22 3.1THE 'THREE-SECTOR-THEORY' OF BRAZIL22 3.2PRODUCTIVITY24 3.3POTENTIAL MARKETS FOR MANAGEMENT CONSULTING COMPANIES25 3.3.1Major Brazilian companies26 3.3.2Strongest regions in Brazil31 3.3.3Most promising branches34 3.4CONCLUSION35 4.LEAN CONSULTING37 4.1DEFINITION AND PHILOSOPHY OF LEAN37 4.2TYPICAL PRACTICES APPLIED39 4.3DIFFERENCES OF LEAN MANAGEMENT TOWARDS OTHER METHODS42 4.4MANAGEMENT CONSULTING COMPANIES IN BRAZIL44 4.4.1LEAN consulting companies in Brazil45 4.4.2The IBCO47 4.5REASONS TO CHOOSE AN EXTERNAL CONSULTANCY47 4.5.1Criteria to choose consulting services48 4.5.2Average consulting fees48 4.6CONCLUSION49 5.MARKET ENTRY STRATEGY51 5.1OVERVIEW OF THE CLASSICAL MARKET ENTRY STRATEGY51 5.1.1Methods for market entry52 5.1.1.1Contractual agreements53 5.1.1.2Sole Venture54 5.1.2Influencing factors for the entry mode decision55 5.1.3Special characteristics of services56 5.2MARKET ENTRY STRATEGY INTO THE LEAN CONSULTING MARKET57 5.2.1Competition57 5.2.2Opportunities and threats62 5.2.3Framework for strategy formulation64 5.2.3.1Business communication65 5.2.3.2Starting the business66 5.2.3.3Employing foreign workers67 5.2.3.4Obtaining a credit69 5.2.3.5Legal constraints70 5.2.4The Delphi Study71 5.2.4.1Reasons to choose the Delphi method73 5.2.4.2Limits to the Delphi method74 5.2.4.3Experts75 5.2.4.4First round76 5.2.4.5Second round78 5.2.4.6Short summary of most important findings81 6.CONCLUSION83 6.1FINAL RESULTS AND RECOMMENDATIONS83 6.2DIRECT COMPARISON OF THEORY AND EMPIRICISM86 6.3FUTURE OUTLOOK88 6.4PROSPECT FOR FURTHER RESEARCH90 7.BIBLIOGRAPHY91 7.1BOOKS91 7.2ARTICLES/PUBLICATIONS92 7.3WEBSOURCES94 7.4FURTHER READING AND EXPERTS97 8.APPENDIX98 8.1DELPHI STUDY - SUMMARY OF FIRST ROUND98 8.2DELPHI STUDY - SUMMARY OF SECOND ROUND101 8.3CONCRETE STEPS FOR STARTING A BUSINESS IN BRAZIL105 8.4PAYING TAXES IN BRAZIL107Textprobe:Text Sample: Chapter 3, Market Evaluation: Today's marketplace is very competitive. In order to successfully place a company or a product in a new market its potential needs to be assessed first. The market evaluation uses information given about the market and helps to determine feasibility of a potential market and the competitive landscape. The aim is to compare different regions and sectors to find the strongest opportunities. This will reveal a strategic roadmap to the market entry. The Brazilian market has an enormous potential and growth is foreseen in the country for the next years. This chapter will provide an overview of the regions and branches in Brazil, pointing out the ones with the highest capability to be the future market for a management consulting company. The industrial sector is the most important one in this country and the focus of the strategy will lie on the branches present in this sector. A market segmentation presenting the biggest companies – measured by revenue – will provide the benchmark for potential growth and allows us to focus on prospective customers. The 'three-sector-theory" of Brazil: According to the 'three-sector-theory", developed by Jean Fourastié, the economy can be categorised into three different sectors of economic activity: the agricultural sector – the primary sector (commodity producing sector), the industry sector – the secondary sector (or goods-producing sector), and the service sector – the tertiary sector (or non-goods producing sector). The aim of this theory was to explain the transition from the agricultural to the industrial society and later on to the post-industrial service society in the 20th century. It is assumed that the three sectors have different opportunities to adapt to technological progress. Through the application of new technical procedures, the productivity in the primary and secondary sector increases while, at the same time, less manpower is needed and also the demand for these goods decreases with increased productivity. The excess manpower and demand, in turn, will be absorbed by the tertiary sector. The problem is that this theory assumes no influence by outside factors and therefore cannot be applied to any economy without precaution. In 2006, the agricultural sector accounted for 36% of the GDP worldwide, the industry sector for 22% and the service sector for 42%. In Brazil the distribution in the same year is considerably different, with the agricultural sector accounting for 5.5%, yielding coffee, soybeans, wheat and rice as the main products. The industry accounts for 28.7%, with its main products being textiles, shoes, chemicals, cement and iron ore. The services sector makes up 65.8% of total output. The GDP growth rate by sector in the years from 1997 to 2007 has been subject to fluctuation especially in the agricultural but also in the industry sector. The service sector has been rather stable during this period. The three-sector-theory is based on the assumption of above-average growth of demand and below-average growing productivity in the tertiary sector. The current situation in Brazil and in the global context shows a strong tertiary sector, followed by the secondary and the primary sector. This supports the three-sector-theory of the shift: agriculture > industry > service sector. Although the service sector is the strongest sector in the economy, both by total GDP and by year-over-year growth rate, it is a non-good producing sector, which makes it uninteresting for a management consulting company as they are concentrating on the industrial sector where production takes place. The theory does not explicitly state the distribution of the different branches among the three sectors. Therefore it can be assumed that some branches that are interesting for the strategy could be assigned to the service sector, although in the following this sector will not be elaborated on. The importance of the industrial sector has been fully recognized by the development studies all over the world. The industrial sector – through its linkages with other sectors – plays a very important role in achieving rapid growth and development. Most modern and rich countries have a well developed industrial sector through their early industrial revolution. It is the most important driver of the economy and apart from the service sector – the non-goods producing industry – it constitutes the biggest sector and generates the largest profit share out of all. During the last years the industrial production in Brazil was subject to many changes due to the slow growth of the economy. The country has set up an agenda to become a competitive economy that is able to provide qualified goods in sufficient quantity and to create a greater number of high skilled jobs. Brazil is on its way to transform into an economy that is included in the knowledge society and recognized as one of the main platforms for the industry worldwide. Productivity: The level of productivity is a crucial part in the context of this thesis. It indicates the general market growth and its potential for the future. Since management consulting companies will focus on the industry it is important to know, if there is a need to enhance productivity. If so, then this need would likely translate into higher investments in this area and a greater demand for support services from the consulting industry. The level of labour productivity is the primary determinant on the nation's GDP per capita growth. Brazil's weak economic growth is due to the relatively slow increase of labour productivity. The latest performance study, conducted by the Conference Board, shows a labour productivity growth rate of 1.9% in 2007. Compared to the other BRIC countries, this is the poorest rate. Russia, India and China showed a much better performance with 6.3%, 6.7% and 9.8%, respectively. This can be ascribed to transitional reallocations of employees by large companies into emerging markets that consequently foster productivity growth in the respective country. Especially India and China play a determining role in this context, since wages in these countries are notably lower than in Brazil and also in Russia, hence companies are more likely to turn to the Asian countries to make new investments that lead to job creation. According to a study on barriers to growth in the Brazilian economy, conducted by McKinsey's São Paulo office in 2005, there are two major root causes that lead to the relatively slower productivity growth. The first one refers to the modest per capita income, which promotes consumption of the lower-priced products and services. An example is the automotive industry, which produces primarily small and inexpensive cars. For the higher-priced vehicle section it relies on imports from other countries. The second cause is related to the first one – labour is cheaper than capital – which inhibits investment in new machinery that, in turn, would improve productivity levels. These barriers, however, will naturally fade once the government is able to resolve the social and economic problems by a policy shift. Labour and tax laws, price controls, product regulations, trade barriers and subsidies, among others, are present obstacles that limit productivity. Also, the unemployment rate, the level of inequality, the state of the educational system, are all factors that influence productivity levels and play a role in the performance studies. Potential markets for management consulting companies: After having identified the target sector and the level of productivity in the country, the next important step to defining a suitable market entry strategy is to determine specific markets in Brazil that yield the best prospects. Three different variables will influence the decision-making. These are the major Brazilian companies, the strongest regions and the most promising branches that are interesting for a management consulting company. Consequently, this will then lead to the establishment of the target branches as well as companies for LEAN business in Brazil and serve as a basis to formulate the entry strategy.
The Haiti Productive Land Use Systems (PLUS) Research Project continued and expanded the work of the Haiti Agroforestry project. It was intended to encourage Haitian farmers to plant trees as part of an overall plan by USAID to curb the devastating erosion which was washing the top soil into the sea. This project also investigated the effects on other crops as a result of tree planting. ; The Pinus genus is one of the most important sources of lumber in the world. It is represented in Haiti by P. occidentalis, a species that is endemic to the island of Hispaniola. The increasing demand for wood products, coupled with the deforestation of the pine forests in Haiti for agriculture, have seriously reduced the native populations of P. occidentalis. The ever increasing economic needs of peasants merit the testing of improved pine provenances that can offer greater value and be more efficiently managed in the current agroforestry systems of the high-elevation mountains. In 1989, 29 seed lots, representing 12 species of pine, were established in a species/provenance trial at Viard, near Kenscoff (alt. 1,500 m). A randomized complete block design was used with 3 replications. Survival, height and stem diameter measurements were recorded at 1, 2, 3 and 5 years after trial establishment. Merchantable volume was estimated at 7 years. Survival: Site survival, including all seed lots, was 80% after 5 years. Following a first year mortality of 10%, each additional year averaged an annual drop of 2.5%. The highest surviving species was P. taeda (90.3%), as compared to the lowest survivor, the P. occidentalis provenance from Cuba (62.7%). The only statistical difference detected at the species level was at the 3-year stage when P. taeda (91.9%) was shown to be superior to the Cuban P. occidentalis (67.0%). A large range of differences were observed among seed lots, though no statistical differences were detected by means comparison tests. The top three surviving seed lots were represented by P. taeda (94.7%, 93.3%, and 90.7%) compared to the lowest survival, 60.5%, exhibited by a P. caribaea hondurensis seed lot acquired from a commercial seed supplier. Average survival of the control (78.0%) was about the same as the overall site survival (79.6%) and approximately mid-ranked among all accessions tested. The control, a P. occidentalis seed lot from Séguin, Haiti, showed virtually no difference in survival from the other two seed lots originating in the Dominican Republic (both 76.7%). Height Growth: The overall mean height for the site, after 5 years, was 3.8 m. Growth rates during the initial 3 years averaged 0.5 m/yr overall, then jumped to 1.2 m/yr between 3 and 5 years. The P. occidentalis control grew an average 4.2 m (0.8 m/yr) - faster than the other two seed lots from the Dominican Republic (0.6 m/yr), though the means were not significantly different at the 95% probability level. P. oocarpa 15319 from Zimbabwe was the top performer, averaging 5.9 m over 5 years with an increment rate of 1.7 m/yr during the third and fourth year. It maintained its dominance throughout the measurement period. Three other seed lots exceeded an annual height growth rate of 1 m: P. patula 15275 and P. taeda 15169 from Zimbabwe and P. taeda 496 from SETROPA, a commercial seed company in Holland. These seed lots are superior to the local P. occidentalis in both growth rates and form. The slowest seed lot, P. caribaea caribaea 15/83 from Marbajitas, Cuba, averaged 1.8 m after 5 years. In general, the poorest performing seed lots were represented by P. caribaea caribaea, P. caribaea hondurensis, the P. occidentalis provenance from Cuba, and P. radiata. These species should be eliminated as candidates for agroforestry or reforestation at mid- to upper-elevation areas in Haiti. The P. taeda seed lots (496, 1003 and 15169) and P. elliottii 15441 exhibited a high degree of uniform growth, followed by P. oocarpa 15319. The most variable growth rates were exhibited by P. radiata, P. oocarpa 497, P. caribaea hondurensis 36/83, 19/85 and 17/85, P. elliottii 561. These seed lots are the same as those that showed poor adaptability. Diameter Growth: The overall site mean for DBH was 2.0 cm and 6.3 cm at 3 and 5 years, respectively. Differences were observed between height and stem diameter rankings among the pine seed lots. These differences reflect differences in taper form. The largest stem diameters (DBH) were achieved by P. taeda 496 (9.1 cm), P. oocarpa 15319 (8.8 cm) and P. caribaea bahamensis 3/80 (8.8 cm) after 5 years. This corresponds to a mean annual increment of 1.8 cm, as compared to 1.1 cm for the P. occidentalis control. The top seed lot for basal diameter, measured at a stump height of 0.1 m, was P. khasya 15212 (14.0 cm). The slowest diameter growths were exhibited by the seed lots that achieved the slowest height growth. Those species with seed lots below the mean annual growth rate of the control (1.1 cm/yr) included the following: the P. occidentalis provenance from Cuba (0.6 cm/yr), P. elliottii 651 (0.8 cm/yr), P. caribaea 9/76 and 15/83 (0.9 and 0.6 cm/yr, respectively), P. caribaea hondurensis 563 and 19/85 (0.7 and 1.0 cm/yr, respectively), P. occidentalis 38/77 and 66 (7293) (both 1.0 cm/yr), P. oocarpa 497 (0.8 cm/yr), and P. radiata 1008 (0.8 cm/yr). The 1.1 cm/yr rate of the 5-year old P. occidentalis in this trial should increase as the trees enter into the pole stage and selective thinning is conducted as recommended below. Merchantable Volume: The closely related species - P. patula, P. oocarpa, and P. tecunumanii - exhibited the highest yields of merchantable wood volume. The poorest performers at Kenscoff were P. caribaea caribaea, P. occidentalis, the P. occidentalis provenance from Cuba and P. elliottii. The difference between the top seed lot, P. patula 15275, and the P. occidentalis control is about a 3-fold difference. In addition to P. patula 15275, seven seed lots, representing 5 species, showed greater volume yield than the control, significant at the 95% probability level. Recommendations: (1) Eliminate the inferior seed lots from the Kenscoff trial. Selectively thin the promising seed lots, keeping the best trees, selected for form and size, for longer term study. Conduct selective thinning during the month of November and early December when the trial is most vulnerable to vandalism. Conduct the first phase of volume studies on the harvested trees for regression analyses. (2) Establish and distribute seed lots and provenances of known origin under similar growing conditions, particularly those with the greatest potential of making an economic impact among farmers: P. patula 15275, P. oocarpa 15319, P. tecunumanii 7/77, P. taeda 496 and P. caribaea bahamensis 3/80. Establish isolated stands for an in-country source of seed. Continue to distribute a balanced mix of P. occidentalis seed lots, harvested from trees selected for form and vigor from healthy populations in Haiti. Avoid collecting seed from the trial for extension purposes. The genetic quality of the seed harvested from a particular provenance or seed lot cannot be guaranteed because of the possibility of outcrossing. (3) Observe carefully any natural regeneration in the trials to confirm whether the imported pines can spread naturally. Observe any evidence of natural hybridization with P. occidentalis. (4) Study the social dimensions of the Kenscoff trial, especially encroachment problems and the use of the trial by neighboring peasants for cash cropping purposes. Develop suitable strategies to increase the security of the trial and establish control of land use. This has serious implications on the ability of government to address governance problems and encourage landowners to invest in alternative land use strategies that conserve natural resources. (5) Inform the Service des Ressources Forestière (MARNDR) of the uniqueness and importance of the Kenscoff trial and investigate the possibility for the SRF to collaborate with the Wynnes in managing and protecting the trial for future studies. The trial should be studied for long-term observations of pest and diseases, wood quality, natural regeneration, hybridization, tolerance to winds, form development and quantitative parameters of survival, height and stem diameters. ; Le genre Pinus est l'une des sources les plus importantes de bois dans le monde. Il est représenté en Haiti par P. occidentalis, une espèce endémique à l'île d'Hispaniola. La demande croissante pour les produits ligneux, ainsi que le défrichement des forêts de pins en Haiti pour l'agriculture, a séreusement réduit les populations natives de P. occidentalis. Les besoins économiques sans cesse croissants des paysans portent à tester des provenances améliorées de pins le systèmes agroforestiers en cours dans les montagnes de haute altitude. En 1989, 29 lots de semances, représentant 12 espèces de pins, ont été établis dans un essai espèce/provenance à Viard, près de Kenscoff (alt. 1.500 mètres). Le dessin expérimental utilisé était le bloc complètement au hasard avec 3 répétitions. Des données ont été recueillies sur la survivance, la hauteur et le diamètre de tige à 1, 2, et 5 ans après l'établissement de l'essai. Le volume marchand a été estimé à 7 ans. Survivance: Le taux de survivance, pour tous les lots de semences, était de 80% après 5 ans. Après une première année où le taux de mortalité était de 10%, une diminution moyenne de 2,5% chaque année, a été observée. L'espèce qui a donné le taux le plus élevé de survivance était le P. Taeda (90,3%), comparativement au Pinus sp. de Cuba, qui a accusé le taux le plus bas (62,7%). La seule différence statistique décelée au niveau de l'espèce était au stade de 3 ans quand le P. taeda (91,9%) s'est montré supérieur au Pinua sp. de Cuba (67,0%). De grandes différences ont été observées parmi les lot de semences, bien qu'aucune différence significative n'ait été détectée en analysant les lots séparément. Les trois meilleurs lots de semences au point de vue survivance, étaient représentés par P. taeda (94,7%, 93,3% et 90,7%), comparativement à ceux ayant le plus bas taux de survivance, 60,5%, accusé par un lot de P. hondurensis, obtenu d'un fournisseur commercial de semances au EUA. Le taux moyen de survivance du contrôle (78,0%) était à près le même que celui de tout le site 79,6%) et approximativement classé au milieu de tous les lots testés. Le contrôle, un P. occientalis en provenance de Seguin, Haiti, n'a virtuellement montré aucune différence de survivance avec les deux autres lots venant de la République Dominicaine (76,7% pour les duex). Croissance en hauteur: Le hauteur totale moyenne pour le site, après 5 ans, était de 3,8 m. Les taux de croissance pendant les 3 premières années furent de 0,5 m/an en moyenne pour tout le site, ensuite grimpèrent à 1,2 m/an entre 3 et 5 ans. Le contrôle P. occidentalis, grandit de 4,2 m (0,8 m/an) en moyenne - plus vite que les deux autres lots de la République Dominicaine (0,6 m/an), bien qu'il n'y ait pas de différence significative à 95% de probabilité. P. oocarpa 15319 de Zimbabwe était le plus performant, donnant en moyenne 5,9 m après 5 ans avec un taux d'ccroissement de 1,7 m/an pendant la troisième et la quatrième année. Il a maintenu sa domination pendant toute la période de mensurations. Trois autres lots de semences dépassa un taux de croissance annuel de 1 m; P. patula 15275 et P. taeda 15169 de Zimbabwe et P. taeda 469 de Setropa, une compagnie commerciale de semances établie en Hollande. Ces lots de semences sont supérieurs à ceux de l'espèce locale, P. occidentalis, tant pour les taux de croissance que pour la forme. Le lot de semences qui a manifesté la croissance la plus lente, P. Caribaea 15/83 de Marbajitas, Cuba, a donné une moyenne de 1,8 m après 5 années. En général, les lots de semences les moins performants furent représentés par P. Caribaea caribaea, P. Caribaea hondurensis, Pinus sp. de Cuba, et P. raidata. Ces espèces, généralement adaptées aux conditions de basse altitude, devraient être éliminées comme candidats pour l'agroforesterie ou le reboisement dans des zones de moyenne et de haute altitude en Haiti. Les lots de P. taeda (496, 1003 et 15169) et P. elliottii 15441 ont montré une plus grande uniformité de croissance, suivis de P. oocarpa 15319. Les taux de croissance les plus variables ont été ceux de P. radiata, P. oocarpa 497, P. caribaea hondurensis 36/83, 19/85 et 17/85, P. elliottii 561. Ces lots de semences sont les mêmes qui se sont montrés les moins adaptés. Croissance en diamètre: La moyenne de DHP pour tout le site était de 2,0 cm et 6,3 cm à3 et 5 ans, respectivement. Des différences de classement ont été observées pour la hauteur et le diamètre de tige parmi les lot de semences de pin. Elles reflètent des différences dans la forme de défilement. Les plus grands diamètres ont été atteints par P. taeda 496 (9,1 cm), P. oocarpa 15319 (8,8 cm) et P. caribaea bahamensis 3/80 (8,8 cm) après 5 ans. Ceci correspond à un accroissement annuel moyen de 1,8 cm, comparé à 1,1 cm pour le contrôle P. occidentalis. Le lot le plus performant pour le diamètre basal, mesuré à hauteur de souche de 0,1 m, était le P. khasya 15212 (14,0 cm). Les chiffres de croissance en diamètre les plus bas ont été accusés par les lots de semences qui ont montré la croissance en hauteur la plus lente. Ces espèces avec les lots de semences au-dessous du taux de croissance annuelle moyenne du contrôle (1,1 cm/an) comprennent: le Pinus sp. en provenance de Cuba (0,6 cm/an), P. elliottii 561 (0,8 cm/an), P. caribaea 9/76 et 15/83 (0,9 et 0,6 cm/an, respectivement), P. caribaea hondurensis 563 et 19/85 (0,7 et 1,0 cm/an, respectivement), P. occidentalis 38/77 et 66 (7293) (les deux 1,0 cm/an), P. oocarpa 497 (0,8 cm/an), et P. radiata 1008 (0,8 cm/an). Le taux de 1,1 cm/an du P. occidentalis âgé de 5 ans dans cet essai, devrait augmenter à mesure que les arbres entrent dans le stade de perchis et que l'éclairie sélective est pratiquée, comme recommandée ci-dessous. Volume marchand: Les espèces étroitement liées - P. patula, P. oocarpa, et P. tecunumanii - ont accusé les rendements les plus élevés de volume en bois marchand. Les moins performantes à Kenscoff furent P. caribaea caribaea, P. occidentalis, Pinus sp. de Cuba et P. elliottii. La différence entre le lot le plus performant, P. patula 15275, et le contrôle P. occidentalis, est d'environ 3 fois plus élevée. En plus du P. patula 15275, sept lots de semences, représentant 5 espèces, montrèrent un rendement en volume plus élevé que le contrôle, significatif à 95% de niveau de probabilité. Recommandations: (1) Eliminer les lots de semences inférieurs de l'essai de Kenscoff. Eclaircir sélectivement les lots prometteurs, en gardant les meilleurs arbres, sélectionnés pour leur forme et leur dimension, pour une étude à plus long terme. Pratiquer une éclaircie sélective pendant le mois de novembre et au début de décembre quand l'essai est le plus susceptible au vandalisme. Mener la première phase d'études de volume sur les arbres récoltés pour des analyses de régression. Eviter de collecter des semences de l'essai pour propagation, excepté pour la recherche. (2) Etablir et distribuer des lots de semences et provenances d'origine connue sous des conditions de croissance similaires, particulièrement ceux pouvant potentiellement avoir le plus d'impact économique sur les planteurs: P. patula 15275, P. oocarpa 15319, P. tecunumanii 7/77, P. taeda 496 et P. caribaea bahamensis 3/80. Etablir des peuplements isolés comme source de semences pour tout le pays. Continuer à distribuer un mélange balancé de lots de semences de P. occidentalis, récoltés d'arbres sélectionnés pour leur forme et leur vigueur, à partir de populations saines en Haiti. (3) Observer soigneusement toute régénération naturelle dans les essais pour confirmer si les pins importés peuvent se répandre naturellement. Observer tout signe d'hybridation naturelle avec le P. occidentalis. (4) Etudier les dimensions sociales de l'essai de Kenscoff, spécialement les problèmes d'incursions et l'utilisation de l'essai par les paysans avoisinants comme source de revenus. Développer des stratégies viables pour augmenter la sécurité de l'essai et établir un contrôle sur l'utilisation de la terre. Ceci a de sérieuses implications concernant la capacité du gouvernement à alternatives d'utilisation de la terre, qui conservent les ressources naturelles. (5) Informer le Service des Ressources Forestières (SRF du MARNDR) de l'aspect unique et de l'importance de l'essai de Kenscoff, et investiguer la possibilité pour le SRF de collaborer avec les Wynne dans la gestion et la protection de l'essai pour des études futures. L'essai devrait être étudié pour des observations à long terme sur les pestes et maladies, qualité de bois, régénération naturelle, hybridation naturelle, tolérance aux vents, développement de forme et paramètres quantitatifs de survivance, hauteur et diamètres de tige.
Uganda's progress in reducing poverty from 1993 to 2006 is a remarkable story of success that has been well told. The narrative of Uganda's continued, albeit it slightly slower, progress in reducing poverty since 2006 is less familiar. This was a period in which growth slowed as the gains from reforms years earlier had been fully realized, and weak infrastructure and increasing corruption increasingly constrained private sector competitiveness (World Bank 2015). This report examines Uganda's progress in reducing poverty, with a specific focus on the period 2006 to 2013. The report shows that high growth from 2006 to 2010 benefited poverty reduction. Before turning in further detail to the key findings of the report, it is important to note that the analysis undertaken in this report is only possible because the Government of Uganda has invested in a high quality series of household surveys to document progress in wellbeing since 1993. The Uganda Bureau of Statistics has conducted high-quality household surveys that every three to four years that have provided a comparable series of data on poverty and other household characteristics for the last twenty years. Uganda is one of the few countries in the region to have achieved this level of comparable, frequent poverty monitoring over time. Without this, it would not be possible to document the lessons Uganda provides.
The WTO has delivered policy outcomes that are very different from those likely to emerge out of the recent wave of preferential trade agreements (PTAs). Should economists see this as an efficient institutional hand-off, where the WTO has carried trade liberalization as far as it can manage, and is now passing the baton to PTAs to finish the job? This paper surveys a growing economics literature on international trade agreements and argues on this basis that the WTO is not passé. Rather, and subject to some caveats, this survey of research to date suggests that the WTO warrants strong support while a more cautious view of PTAs seems appropriate.
Since the early 2000s, Tanzania has seen remarkable economic growth and strong resilience to external shocks. Yet these achievements were overshadowed by the slow response of poverty to the growing economy. Until 2007, the poverty rate in Tanzania remained stagnant at around 34 percent despite a robust growth at an annualized rate of approximately 7 percent. This apparent disconnect between growth and poverty reduction has raised concerns among policy makers and researchers, leading to a consensus that this mismatch needed to be addressed with a sense of urgency. Over the past few years, the National Strategy for Growth and Reduction of Poverty (MKUKUTA) in Tanzania has given high priority to eradicating extreme poverty and promoting broad-based growth. Achieving pro-poor growth has also been widely recognized by the World Bank as a critical strategy for accelerating progress toward its twin goals of eliminating extreme poverty at the global level by 2030 and boosting shared prosperity by fostering income growth among the bottom 40 percent in every country. The official poverty figures announced by the government in November 2013 have revealed that the national strategy against poverty has begun to facilitate reductions. The basic needs poverty rate has declined from around 34 percent to 28.2 percent between 2007 and 2012, the first significant decline in the last 20 years. Identifying the policy mechanisms that have helped to increase the participation of the poor in the growth process and to speed pro-poor growth is therefore important for present and future decision-making in Tanzania on how best to eradicate poverty. Such task requires a rigorous analysis of the evolution of poverty and of the linkages between poverty, inequality, and economic growth. This report uses the availability of the new Tanzanian Household Budget Survey (HBS) for 2011 and 2012, as well as the new rebased GDP figures released in December 2014, as an opportunity to address these issues. More specifically, the report examines the recent trends in poverty and inequality and their determinants and explores how responsive poverty reduction was to economic growth and the obstacles to achieving it.