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The economic potential of home sharing cooperatives for active ageing of older people 家庭共享合作社对老年人积极老龄化的经济潜力
IF 2.5 4区 经济学 Q2 ECONOMICS Pub Date : 2025-07-17 DOI: 10.1111/apce.70006
Carlos Rosa-Jiménez, Rubén Mora-Esteban, Germán Ortega-Palomo, Juan Marcos Castro-Bonaño

Active ageing in place through home sharing programmes has been largely ignored in the literature compared to other models such as senior cohousing. This article seeks to analyse the economic viability of a theoretical proposal for an older people's neighbourhood cooperative. The objective of this cooperative is to facilitate shared housing with the goal of acquiring economic resources through renting housing for remodelling and providing support services. A qualitative methodology is employed to gather the opinions of the older people in focus groups, accompanied by a quantitative methodology involving a cost-benefit economic study. This assessment utilizes parameters such as location, housing type, adaptation level and financing formula. The methodology is applied to two case studies in the cities of Seville and Malaga (Spain). The qualitative results reflect positively on the model and highlight the diversity of care situations for older people. This flexibility allows for the establishment of a cooperative model with varying degrees of self-sufficiency based on adaptation level, services, and conditions for sharing space. Finally, the article discusses the advantages of the model for public policies related to the active ageing of older people and housing. It emphasizes the potential to increase the rental housing supply.

与老年人合住等其他模式相比,通过家庭共享计划实现的积极老龄化在文献中基本上被忽视了。本文旨在分析老年人社区合作社理论建议的经济可行性。该合作社的目标是促进共享住房,目的是通过出租住房进行改造和提供支助服务来获得经济资源。采用定性方法收集焦点小组中老年人的意见,同时采用涉及成本效益经济研究的定量方法。该评估利用了诸如地点、住房类型、适应水平和融资公式等参数。该方法应用于塞维利亚和马拉加(西班牙)两个城市的案例研究。定性结果积极反映了该模式,并突出了老年人护理情况的多样性。这种灵活性允许根据适应水平、服务和共享空间的条件建立不同程度的自给自足的合作模式。最后,文章讨论了该模型对老年人积极老龄化和住房相关公共政策的优势。它强调了增加租赁住房供应的潜力。
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引用次数: 0
Unveiling the potential of community financing for entrepreneurs: A systematic review and research agenda 揭示社区为企业家融资的潜力:系统审查和研究议程
IF 2.5 4区 经济学 Q2 ECONOMICS Pub Date : 2025-07-15 DOI: 10.1111/apce.70009
Samanwita Mishra, Chandan Kumar Sahoo

Grassroots entrepreneurship catalyses economic revitalization, innovation and societal transformation. However, microentrepreneurs, especially women, often encounter amplified impediments to obtaining formal finance, hindering their growth. This study proposes a community-based financing model, anchored in informal collectives, such as self-help groups, that provides a conducive entrepreneurial ecosystem, especially for women entrepreneurs, by providing easy access to finance, market knowledge, social capital and capacity-building support for entrepreneurial development. Despite the growing significance, research in this field is scarce. The present study addresses this gap by integrating bibliometric and systematic review employing the SPAR-4SLR protocol. We analysed 180 Social Science Citation Index-indexed articles published up to September 2024 using the Web of Science database. The present endeavour aims to construct a cognitive framework by conducting performance analysis and highlighting prominent themes using science mapping techniques. The seven identified (n = 59) themes include policy advocacy, women's empowerment, financial inclusion, digitalization, sustainable entrepreneurship, social capital, capacity building and socioeconomic impact assessment. Additionally, a TCCM framework utilized 74 highly esteemed articles and offered valuable insights into future research directions. Our findings call for empirical validation of community financing on entrepreneurial performance and sustainability, digital transformation and the realization of sustainable development goals. In conclusion, this study underscores community-based entrepreneurship as a strategic framework for inclusive and sustainable economic development.

基层创业促进经济振兴、创新和社会转型。然而,微型企业家,特别是妇女,在获得正式资金方面往往遇到更大的障碍,阻碍了她们的成长。本研究提出了一种以社区为基础的融资模式,以自助团体等非正式集体为基础,通过为创业发展提供便利的融资、市场知识、社会资本和能力建设支持,提供有利于创业的生态系统,特别是对女企业家。尽管这一领域的研究越来越重要,但却很少。本研究通过采用SPAR-4SLR协议整合文献计量学和系统评价来解决这一差距。我们使用Web of Science数据库分析了截止到2024年9月发表的180篇社会科学引文索引文章。目前的努力旨在通过使用科学映射技术进行绩效分析和突出突出的主题来构建一个认知框架。确定的7个主题(n = 59)包括政策倡导、妇女赋权、普惠金融、数字化、可持续创业、社会资本、能力建设和社会经济影响评估。此外,TCCM框架利用了74篇备受推崇的文章,为未来的研究方向提供了有价值的见解。我们的研究结果呼吁对社区融资对创业绩效和可持续性、数字化转型和可持续发展目标实现的影响进行实证验证。总之,本研究强调以社区为基础的创业是包容性和可持续经济发展的战略框架。
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引用次数: 0
Instant lottery innovation, tax compliance and herd effects, an impact assessment in Brazil 即时彩票创新,税收合规和羊群效应,对巴西的影响评估
IF 2.5 4区 经济学 Q2 ECONOMICS Pub Date : 2025-07-14 DOI: 10.1111/apce.70003
Jorge Luis Tonetto, Adelar Fochezatto, Josep Miquel Pique, Carina Rapetti

To mitigate tax evasion, the use of lottery awards is an important policy. In December 2019, Receita da Sorte a daily and instantaneous lottery was introduced, in a Brazilian state. This article aims to analyse the impact assessment of the new award program and the traditional. The approaches are directed to the taxpayer behaviour awarded and to his municipality, looking for the herd effect. This study uses a difference-in-differences model. The response variables are the number and monthly value of electronic invoices issued to beneficiaries. The database is composed of fiscal invoices issued from January 2021 to May 2023 and contains 47 million observations on 3,4 million taxpayers. The treatment group is made up of the awards citizens. The results show that the Receita da Sorte has 227% more effect in number of invoices and 166% more in value than the traditional monthly lottery. Additionally, a subgroup within Receita da Sorte exhibited behaviour resembling gambling addiction, where the effects appeared amplified. In the municipal-level analysis, the herd effect was observed. For public policy implications, the analysis corroborates the use of the instant lotteries to increase citizen engagement.

为了减少逃税,使用彩票奖金是一项重要的政策。2019年12月,巴西一个州推出了每日即时彩票Receita da Sorte。本文旨在分析新奖励计划与传统奖励计划的影响评估。这些方法是针对纳税人行为的奖励和他的市政当局,寻找羊群效应。本研究采用差异中的差异模型。响应变量是发给受益人的电子发票的数量和每月价值。该数据库由2021年1月至2023年5月开具的财政发票组成,包含340万纳税人的4700万份观察报告。治疗组由获奖市民组成。结果表明,与传统的月度彩票相比,该彩票在发票数量上的效果高出227%,在价值上的效果高出166%。此外,Receita da Sorte中的一个亚组表现出类似赌博成瘾的行为,其影响似乎被放大了。在市级分析中,观察到羊群效应。对于公共政策的影响,分析证实了使用即时彩票来增加公民参与。
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引用次数: 0
What factors influence the vertical integration of agricultural cooperatives?—Evidence from 500 cooperatives in Heilongjiang, China 影响农业合作社纵向整合的因素有哪些?——来自中国黑龙江500家合作社的证据
IF 2.5 4区 经济学 Q2 ECONOMICS Pub Date : 2025-07-06 DOI: 10.1111/apce.70007
Yuxin Liu, Lihan Cao, Runqi Guo, Eryang Liu

The unique nature of agricultural cooperatives determines that their business scope is significantly influenced by individual and organizational operations as well as government intervention. This paper examines various factors affecting the operation of cooperatives at the individual level, the cooperative level and the government level by applying the multivariate ordered probit regression model and marginal probability analysis to the research data of 500 agricultural cooperatives. The results indicate that directors’ practical experience (EXP), demonstration ratings, explicit incentives (EIs), and government-provided training (TRAIN) exert a significant influence on cooperatives’ vertical integration (VI). These findings offer valuable insights for cooperative managers and policymakers, suggesting that the level of VI can be advanced by enhancing directors’ practical EXP, improving demonstration ratings, increasing both the absolute and relative values of EIs, and, at the same time, obtaining and participating in more government-provided TRAINs.

农业合作社的独特性质决定了其经营范围受到个人和组织经营以及政府干预的显著影响。本文运用多元有序probit回归模型和边际概率分析对500家农业合作社的研究数据,从个人、合作社和政府三个层面考察了影响合作社经营的各种因素。结果表明,主管的实践经验(EXP)、示范评级、显性激励(ei)和政府提供培训(TRAIN)对合作社垂直整合(VI)有显著影响。这些研究结果为合作企业管理者和政策制定者提供了有价值的见解,表明可以通过提高董事的实际经验、提高示范评级、提高ei的绝对值和相对值,同时获得和参与更多的政府提供的列车来提高合作企业的VI水平。
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引用次数: 0
Towards sustainable climate-smart agriculture: A cost–benefit analysis of a modernized irrigation district in Spain 走向可持续的气候智能型农业:西班牙现代化灌区的成本效益分析
IF 2.5 4区 经济学 Q2 ECONOMICS Pub Date : 2025-06-30 DOI: 10.1111/apce.70002
Nicola Comincioli, Cristina El Khoury, Davide Bazzana, Demis Legrenzi, Fernando Nardi, Daniel A. Segovia-Cardozo, Sergio Vergalli, Leonor Rodríguez-Sinobas

Amidst the escalating impact of climate change, the agricultural sector faces the challenge of maintaining productive capacity while conserving increasingly scarce water resources. Modernizing irrigation systems by replacing inefficient open-channel distribution infrastructures is crucial to address this challenge. Cost–benefit analysis (CBA) offers a valuable tool to assess the effectiveness of such actions, in terms of both financial and socio-environmental impacts. CBA is also valuable for optimizing the allocation of limited financial resources to the most impactful measures and addressing trade-offs within the water-energy-food (WEF) nexus. This study applies CBA to two modernization projects in the ‘Villalar de los Comuneros’ irrigation district in the Duero River Basin, located in northern Spain. The first project focuses on enhancing energy efficiency by installing a photovoltaic system to power irrigation pumps, while the second promotes climate-smart agriculture through the use of soil moisture sensors to improve irrigation precision and facilitate the transition to higher value crops. The results of the CBA demonstrate the financial and economic viability of both projects, highlighting the social and environmental benefits generated, and providing policymakers with a valuable framework for guiding similar future interventions.

在气候变化影响不断加剧的情况下,农业部门面临着在保持生产能力的同时保护日益稀缺的水资源的挑战。通过替换低效的明渠分配基础设施来实现灌溉系统的现代化是解决这一挑战的关键。成本效益分析(CBA)为评估这些行动在财务和社会环境影响方面的有效性提供了一个有价值的工具。CBA在优化有限的财政资源分配到最具影响力的措施和解决水-能源-粮食(WEF)关系中的权衡方面也很有价值。本研究将CBA应用于位于西班牙北部杜埃罗河流域的“Villalar de los Comuneros”灌区的两个现代化项目。第一个项目的重点是通过安装光伏系统为灌溉泵供电来提高能源效率,而第二个项目则通过使用土壤湿度传感器来提高灌溉精度,促进向更高价值作物的过渡,从而促进气候智能型农业。CBA的结果证明了这两个项目的财务和经济可行性,突出了所产生的社会和环境效益,并为政策制定者提供了指导未来类似干预措施的宝贵框架。
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引用次数: 0
Gender blindness in the ‘Next Generation European Union’ funds: Projects for Economic Recovery and Transformation social economy as an exception to the rule “下一代欧洲联盟”基金中的性别盲目性:经济复苏和转型项目作为规则的例外
IF 2.5 4区 经济学 Q2 ECONOMICS Pub Date : 2025-06-12 DOI: 10.1111/apce.70000
María Bastida, Miguel Á. Vázquez Taín, Alberto Vaquero García, María Luisa del Río Araújo

This study provides empirical evidence that European Union (EU)-funded economic recovery policies, in particular Next Generation EU (NGEU), reinforce rather than mitigate gender inequalities. By analysing Spain's Strategic Projects for Economic Recovery and Transformation (PERTEs) through Input–Output Models, the research shows that investments disproportionately favour male-dominated sectors, while neglecting the structural barriers that limit women's access to high-growth industries. Despite rhetorical commitments to gender equality, the allocation of recovery and resilience funds reflects the EU's past responses to crises, prioritising industrial competitiveness over social equity. However, the PERTE of the social and care economy stands out as a partial exception, with higher female participation and potential for more inclusive policies. The results support feminist critiques of macroeconomic planning and emphasize the need for structural change in economic governance. By exposing the gender biases in recovery strategies, this research underlines the urgency of incorporating gender equality into macroeconomic policy to promote truly inclusive growth.

本研究提供的经验证据表明,欧盟(EU)资助的经济复苏政策,特别是下一代欧盟(NGEU),加剧而不是减轻了性别不平等。通过分析西班牙通过投入产出模型实施的经济复苏和转型战略项目(PERTEs),该研究表明,投资不成比例地偏向男性主导的行业,而忽视了限制女性进入高增长行业的结构性障碍。尽管口头上承诺要实现性别平等,但恢复和韧性基金的分配反映了欧盟过去对危机的反应,即优先考虑工业竞争力,而不是社会公平。然而,社会和护理经济的PERTE是一个部分例外,女性参与度更高,政策更具包容性。研究结果支持了女权主义者对宏观经济规划的批评,并强调了经济治理结构变革的必要性。通过揭示复苏战略中的性别偏见,本研究强调了将性别平等纳入宏观经济政策以促进真正包容性增长的紧迫性。
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引用次数: 0
Unveiling the role of government support: Empirical studies on the performance of cooperatives in Vietnam 揭示政府支持的作用:越南合作社绩效的实证研究
IF 2.5 4区 经济学 Q2 ECONOMICS Pub Date : 2025-06-11 DOI: 10.1111/apce.70001
An Thi Thuy Duong

In response to the challenges facing cooperatives in Vietnam and the government's emphasis on the collective economy as a pillars of the socialist-oriented market economy, numerous policies have been introduced to support and promote cooperatives development. However, their effectiveness remains underexplored. This study provides the first comprehensive analysis of government support for cooperatives in Vietnam, using a panel dataset of 6818 cooperatives from 2012 to 2016. The findings reveal heterogeneous effects of support types on cooperative performance. Capacity-building support consistently improves income generation, return on assets (ROA) and productivity, though its benefits are less pronounced for cooperatives engaged in intra-trade. Infrastructure support negatively affects ROA but significantly increases income per member. Credit support improves ROA but reduces labour growth, reflecting its focus on capital-intensive projects, with intra-trade cooperatives benefiting more in income generation. Tax support positively influences ROA, productivity and labour growth, though its benefits on ROA diminish for intra-trade cooperatives, and its effect on labour growth shifts from negative in younger cooperatives to positive in older ones. Other supports improve productivity across all cooperatives and boosts labour growth as cooperatives mature. The findings point out the need for tailored, context-specific interventions to foster sustainable cooperative development in transitioning economies.

为了应对越南合作社面临的挑战,以及政府强调集体经济是社会主义定向市场经济的支柱,已经出台了许多政策来支持和促进合作社的发展。然而,它们的有效性仍未得到充分探索。本研究首次全面分析了越南政府对合作社的支持,使用了2012年至2016年6818个合作社的面板数据集。研究结果揭示了支持类型对合作绩效的异质性影响。能力建设支持持续改善创收、资产回报率和生产率,尽管其对从事内部贸易的合作社的好处不太明显。基础设施支持对ROA产生负面影响,但显著增加了每个成员的收入。信贷支持提高了总资产收益率,但降低了劳动力增长,反映出其侧重于资本密集型项目,贸易内合作社在创收方面受益更多。税收支持对总资产收益率、生产率和劳动力增长产生积极影响,但对贸易内合作社的总资产收益率的影响会减弱,对劳动力增长的影响在较年轻的合作社中由负向正。其他支持提高所有合作社的生产率,并随着合作社的成熟促进劳动力增长。研究结果指出,需要有针对性的、针对具体情况的干预措施,以促进转型经济体的可持续合作发展。
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引用次数: 0
Mapping the relevance and influence of gender in social economy enterprises: A review based on bibliographic analysis 绘制社会经济企业中性别的相关性和影响:基于文献分析的综述
IF 2.5 4区 经济学 Q2 ECONOMICS Pub Date : 2025-05-16 DOI: 10.1111/apce.12508
Esther García-Río, Francisco Rincon-Roldan, Pedro Baena-Luna

The reality of the social economy has traditionally given rise to various debates and has been examined from different perspectives by academia. In this article, we conducted an in-depth study through a bibliometric analysis of the scientific literature that addresses the reality of the social economy (in its different expressions) from a gender perspective. This enabled the establishment of the conceptual, intellectual and social structure of the scientific research literature related to these two realities. Among 703 initial articles derived from Web of Science and Scopus queries, 250 were studied and processed using the Bibliometrix tool after harmonization. The findings reveal the world's leading positions of Spain and the United Kingdom in terms of related scientific production, which is reflected as well in the case of scientific collaboration networks. Also relevant is the finding of women's empowerment in the social economy as an emerging topic related to Sustainable Development Goal 5, ‘Gender equality’. These results will help researchers understand and acknowledge the social economy as a reality inherently connected to the gender perspective, promoting a more cohesive academic community that will lay the groundwork for future research.

传统上,社会经济的现实引起了各种争论,学术界从不同的角度进行了研究。在这篇文章中,我们通过对科学文献的文献计量学分析进行了深入的研究,这些文献从性别的角度解决了社会经济的现实(以其不同的表达)。这使得与这两个现实相关的科学研究文献的概念、知识和社会结构得以建立。在来自Web of Science和Scopus查询的703篇初始文章中,250篇在协调后使用Bibliometrix工具进行了研究和处理。研究结果揭示了西班牙和英国在相关科学生产方面的世界领先地位,这也反映在科学合作网络的情况下。与可持续发展目标5“性别平等”相关的一个新兴主题是,在社会经济中赋予妇女权力。这些结果将帮助研究人员理解和承认社会经济是一个与性别观点内在联系的现实,促进一个更有凝聚力的学术团体,为未来的研究奠定基础。
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引用次数: 0
A population-level approach to distributional weighting 一种人口水平的分配加权方法
IF 2.5 4区 经济学 Q2 ECONOMICS Pub Date : 2025-05-14 DOI: 10.1111/apce.12505
Daniel J. Acland, Steven Raphael

Distributional weighting to address concerns about diminishing marginal utility of income in benefit–cost analysis has been the topic of increased interest in recent years. Concern has been expressed about the practicability of distributional weighting, given limitations on data and on the analytical capacities of agencies. This paper contributes to a small but growing literature that attempts to provide guidance and real-world examples of distributional weighting. We develop a methodology for calculating what we call ‘population weights’, which, once computed for a given population by an analyst, can be used by other analysts to implement distributional weighting on similar populations, without those analysts needing information on income distribution or the cost or benefit experienced by households at different income levels within those populations. These population weights can be calculated without knowing the costs or benefits received by households at different income levels, using proxies for cost or benefit that may be observable or about which, in the absence of data, assumptions can be made in some cases. We implement the methodology on an example regulation and present results that we believe provide useful information to decision-makers, even in the absence of estimates of unweighted costs and benefits.

近年来,利用分配加权来解决收益-成本分析中收入边际效用递减的问题已成为人们越来越感兴趣的话题。鉴于数据和各机构分析能力的限制,有人对分配加权的实用性表示关切。这篇论文有助于一个小的,但不断增长的文献,试图提供指导和现实世界的例子,分配加权。我们开发了一种方法来计算我们所谓的“人口权重”,一旦由分析师计算出给定人口,其他分析师就可以使用它来对类似的人口实施分配权重,而这些分析师不需要收入分配的信息,也不需要这些人口中不同收入水平的家庭所经历的成本或收益。这些人口权重可以在不知道不同收入水平的家庭所获得的成本或收益的情况下计算,使用可观察到的成本或收益的代理,或者在缺乏数据的情况下,在某些情况下可以对其作出假设。我们在一个示例法规上实施了该方法,并给出了我们认为为决策者提供有用信息的结果,即使没有对未加权成本和收益的估计。
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引用次数: 0
‘It's Ours’: Understanding the aspects of ownership in financial cooperatives “这是我们的”:了解金融合作社所有权的各个方面
IF 2.5 4区 经济学 Q2 ECONOMICS Pub Date : 2025-05-01 DOI: 10.1111/apce.12507
Murhula Cubaka Patrick, Balemba Kanyurhi Eddy

This paper conceptualizes the ownership construct in financial cooperatives by exploring its main dimensions and analysing aspects related to each dimension. Based on a qualitative approach using the grounded theory and conducted in the Democratic Republic of Congo (DRC), our findings reveal that ownership is a multidimensional concept comprising three interconnected dimensions: formal, psychological and active ownership. Formal ownership pertains to ownership by legal rights, psychological ownership involves ownership by feelings and active ownership encompasses ownership through actions and behaviour. The study proposes relationships among these ownership features, highlighting that the respect for members’ formal ownership rights can lead to stronger ownership feelings, and these feelings may, in turn, induce active ownership. Cooperative ownership can thus be analysed as ‘a process’, which might unfold from formal to psychological and active ownership. Formal ownership is linked to active ownership through the mediating variable of psychological ownership.

本文通过对金融合作社所有权结构的主要维度的探索,以及对每个维度相关方面的分析,对金融合作社所有权结构进行了概念化。基于使用扎根理论的定性方法并在刚果民主共和国(DRC)进行的研究,我们的研究结果表明所有权是一个多维概念,包括三个相互关联的维度:正式所有权、心理所有权和主动所有权。正式所有权涉及法律权利所有权,心理所有权涉及感觉所有权,主动所有权包括通过行动和行为的所有权。该研究提出了这些所有权特征之间的关系,强调对成员正式所有权的尊重可以导致更强烈的所有权感觉,而这些感觉反过来又可能诱发积极的所有权。因此,合作社所有制可以被分析为一个“过程”,这个过程可能从正式所有制向心理所有制和主动所有制展开。形式所有制通过心理所有制这一中介变量与主动所有制相联系。
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引用次数: 0
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Annals of Public and Cooperative Economics
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