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Wealth inequality in colonial Hispanic-America: Montevideo in the late eighteenth century 殖民地西班牙裔美洲的财富不平等:18世纪末的蒙得维的亚
IF 0.5 Q1 HISTORY Pub Date : 2022-06-17 DOI: 10.1080/20780389.2022.2075723
María Inés Moraes, Rebeca Riella, C. Vicario, Pablo Marmissolle
ABSTRACT There has recently been renewed interest among economic historians in preindustrial inequality, but there are still few case studies on wealth inequality in preindustrial Latin America, particularly involving colonial Spanish America before 1820. This paper presents a study of wealth inequality in Montevideo, an area of the Viceroyalty of the Río de la Plata, in the late colonial period. This work addresses the level of wealth inequality, the composition of wealth, and its relationship with social structure in Montevideo in the late eighteenth century. It uses a data set of probate inventories and population records as its main sources, estimating a Gini index, presenting a stylized picture of the social structure, and analysing the differences in wealth between social groups in 1772–3. The main finding is that wealth inequality in Montevideo was similar to that in the English colonies of North America in 1774 and was lower than that in preindustrial economies in Europe in the same time period. Although most of this society was made up of a relatively wealthy middle class, some important assets were strongly concentrated among the elite.
最近,经济历史学家对工业化前的不平等现象重新产生了兴趣,但关于工业化前拉丁美洲财富不平等的案例研究仍然很少,特别是涉及1820年之前西班牙殖民美洲的案例研究。本文提出了一项研究在蒙得维的亚,一个地区的Río德拉普拉塔总督,在殖民时期晚期的财富不平等。本书探讨了18世纪晚期蒙得维的亚的财富不平等程度、财富构成及其与社会结构的关系。它使用一组遗嘱清单和人口记录数据作为主要来源,估算基尼指数,呈现社会结构的风格化图景,并分析1772 - 1773年社会群体之间的财富差异。研究的主要发现是,蒙得维的亚的财富不平等程度与1774年英国在北美的殖民地相似,低于同一时期欧洲工业化前经济体的水平。虽然这个社会的大部分是由相对富裕的中产阶级组成的,但一些重要的资产却强烈地集中在精英阶层手中。
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引用次数: 0
Market integration via entrepôt: Southeast Asia's rice trade, 1828–1870 通过entrepôt的市场整合:东南亚大米贸易,1828-1870
IF 0.5 Q1 HISTORY Pub Date : 2022-06-15 DOI: 10.1080/20780389.2022.2058926
Atsushi Kobayashi
ABSTRACT While scholars have disclosed the pre-1870 intercontinental market integration between Europe and Asia, the contemporaneous intra-Asian international market has been assumed fragmentary. Contrary to this prevailing view, this study demonstrates that Southeast Asia's international rice market was in a process of integration from the 1830s onwards, with a dynamic shift in market linkages and efficiency via Singapore. Specifically, an estimation of coefficient of variation demonstrates long-run price convergence in Java, Singapore, and Southern China from the 1830s until 1872. Moreover, according to temporal variations of transaction costs and adjustment speed estimated using a Threshold Autoregressive model, direct market integration between Java and China shifted to indirect integration based on Singapore's intermediary function after the mid-1840s; market efficiency steadily improved through speedier information transmission while adapting to changing market linkages. This study suggests that rather than Western-led trade liberalizations, Singapore's entrepôt function significantly contributed to the post-1830s progress of Southeast Asia's rice market integration.
摘要虽然学者们已经披露了1870年前欧洲和亚洲之间的洲际市场一体化,但同期的亚洲内部国际市场被认为是零碎的。与这种普遍观点相反,这项研究表明,从19世纪30年代起,东南亚的国际大米市场就处于一体化过程中,市场联系和效率通过新加坡发生了动态变化。具体而言,变异系数的估计表明,从19世纪30年代到1872年,爪哇、新加坡和中国南方的价格长期趋同。此外,根据交易成本的时间变化和使用阈值自回归模型估计的调整速度,Java和中国之间的直接市场整合在19世纪40年代中期之后转变为基于新加坡中介函数的间接整合;通过加快信息传递,同时适应不断变化的市场联系,市场效率稳步提高。这项研究表明,与西方主导的贸易自由化不同,新加坡的转口贸易功能对19世纪30年代后东南亚大米市场一体化的进展做出了重大贡献。
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引用次数: 0
The political economy of development in Belize under the People’s United Party 人民联合党领导下伯利兹发展的政治经济学
IF 0.5 Q1 HISTORY Pub Date : 2022-06-10 DOI: 10.1080/20780389.2022.2057294
Jacob Ferrell, Joel Wainwright
ABSTRACT The former British colony of Belize faces serious economic problems today, reflecting a collapse in tourism following COVID-19. To account for this fragility, a return to economic history is needed. We focus on two critical periods. First, we examine why the Belizean state was unable to form a developmental state in the period of the anticolonial movement and self-government (the 1950s–1960s). Particular attention is given to George Price, leader of the anti-colonial People’s United Party (PUP) and ‘father of the country’. Second, turning to the post-colonial period, we examine one experimental chapter that lasted roughly a decade (1998–2007) when a coherent state-led economic strategy was pursued. During both periods the PUP-led state sought to reorganize development strategy along progressive lines, but failed to deliver. Because capital was almost completely foreign dominated, the fledgling Belizean developmental state could not discipline capital toward developmental alignment.
摘要前英国殖民地伯利兹今天面临严重的经济问题,反映出新冠肺炎后旅游业的崩溃。为了解释这种脆弱性,需要回归经济历史。我们关注两个关键时期。首先,我们研究了为什么伯利兹国家在反殖民运动和自治时期(20世纪50年代至60年代)无法形成一个发展国家。特别关注的是反殖民人民联合党(PUP)领导人、“国父”乔治·普莱斯。其次,转向后殖民时期,我们研究了一个实验性的章节,该章节持续了大约十年(1998-2007年),当时我们推行了一个连贯的国家主导的经济战略。在这两个时期,PUP领导的国家都试图沿着进步的路线重组发展战略,但未能实现。由于资本几乎完全由外国主导,刚刚起步的伯利兹发展国家无法约束资本走向发展联盟。
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引用次数: 0
Human capital in Chile: The development of numeracy during the last 250 years 智利的人力资本:250年来计算能力的发展
IF 0.5 Q1 HISTORY Pub Date : 2022-02-14 DOI: 10.1080/20780389.2021.2025046
M. Llorca-Jaña, Javier Rivas, I. Pérez, Juan Navarrete-Montalvo
ABSTRACT This paper studies the evolution of numeracy in Chile for cohorts born from the 1780s to the 1970s, providing a new series of this important indicator of human capital, essential to promote economic growth. This is the longest series currently available of any human capital indicator for Chile. It shows that numeracy was very low until the early twentieth century but that, contrary to traditional interpretations, it increased gradually from the 1780s (well before the promulgation of the primary instruction law of 1860), until full basic numeracy skills were achieved by the mid-twentieth century. This transition was completed some 3–4 decades after parallel developments occurred in the leading countries of the region and some 120 years behind the most developed areas of Europe. This development was characterized by high gender numeracy inequality until the first decades of the twentieth century, as well as by a pronounced regional inequality. However, there was a quick process of convergence across provinces, completed at the same time as gender inequality was reduced. Our numeracy data is also consistent with alternative human capital indicators such as literacy and schooling, and we provide a set of explanations about why they all improved, and their timing.
摘要本文研究了智利1780年代至1970年代出生的人群的计算能力的演变,为促进经济增长提供了一系列新的人力资本这一重要指标。这是目前智利人力资本指标中最长的一个系列。它表明,直到20世纪初,算术能力一直很低,但与传统的解释相反,从1780年代(早在1860年初级教学法颁布之前)开始,算术能力逐渐提高,直到到20世纪中期,基本算术技能才完全掌握。这一过渡是在该地区领先国家出现平行发展约3-4年后完成的,比欧洲最发达地区落后约120年。这一发展的特点是,直到20世纪头几十年,性别算术不平等程度很高,地区不平等现象也很明显。然而,在减少性别不平等的同时,各省之间也有一个快速趋同的过程。我们的算术数据也与识字率和学校教育等其他人力资本指标一致,我们提供了一系列解释,解释了这些指标为什么都有所改善,以及它们的时间安排。
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引用次数: 1
Economic inequality in Latin America and Africa, 1650 to 1950: Can a comparison of historical trajectories help to understand underdevelopment? 拉丁美洲和非洲的经济不平等,1650年至1950年:历史轨迹的比较能帮助理解欠发达吗?
IF 0.5 Q1 HISTORY Pub Date : 2022-02-04 DOI: 10.1080/20780389.2021.2024073
Stefania Galli, D. Theodoridis, K. Rönnbäck
ABSTRACT The present article provides a comparative review of historical economic inequality in the two most unequal regions of the world, namely Latin America and Africa. This contribution examines novel studies that provide quantitative estimates of income and/or wealth inequality in the two continents in terms of sources, methods, results and interpretations, focusing on the period 1650 to 1950. The article shows that although scholars in the two regions have often employed similar methodologies, their results are far from conforming to a uniform pattern. The present review highlights how scholars of Latin America and Africa tend to remain geographically isolated, failing to capture the learning opportunities stemming from the work of their continental counterparts in terms of both sources and methods.
摘要本文对世界上两个最不平等的地区,即拉丁美洲和非洲的历史经济不平等进行了比较回顾。这篇文章考察了新的研究,这些研究从来源、方法、结果和解释等方面对两大洲的收入和/或财富不平等进行了定量估计,重点关注1650年至1950年期间。文章表明,尽管这两个地区的学者经常采用类似的方法,但他们的结果远不符合统一的模式。本综述强调了拉丁美洲和非洲的学者往往在地理上保持孤立,未能从来源和方法上抓住大陆同行的工作所带来的学习机会。
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引用次数: 5
Comparative labour productivity in British and Russian manufacturing, circa 1908 1908年前后英国和俄国制造业的劳动生产率比较
IF 0.5 Q1 HISTORY Pub Date : 2022-01-18 DOI: 10.1080/20780389.2021.2009797
Nikita Lychakov, D. Saprykin, Nadia Vanteeva
ABSTRACT Using data from official manufacturing censuses, we compare labour productivity in the UK and the Russian Empire around 1908 in the industries in which medium- and large-size enterprises predominated. We find that Russia’s labour productivity was 75.3 or 57.4% of the British level, depending on whether we include or exclude Russia’s large and highly productive spirits industry. Russia’s productivity was between France’s and the Netherlands’, if we include the spirits industry; and between the Netherlands’ and Italy’s, if we exclude it. We find that the majority of Russian industries underperformed the British ones. However, some of the industries that had been established or modernized during the state-induced industrialization policies of the 1890s, including the metallurgy in the Southern industrial region, iron and steel tubes, railway carriages, and butter and cheese, performed on a par with or close to their British counterparts. The remaining modernized industries, including spirits, tobacco, and petrochemical sectors, outperformed their British equivalents. Our findings suggest that although Russia’s aggregate labour productivity lagged behind the UK’s, Russia’s modernized industries achieved, and in some cases surpassed, the productivity level of their British counterparts.
利用官方制造业普查的数据,我们比较了1908年前后英国和俄罗斯帝国在中型和大型企业占主导地位的行业中的劳动生产率。我们发现,俄罗斯的劳动生产率是英国水平的75.3或57.4%,这取决于我们是否包括或不包括俄罗斯庞大而高产的烈酒行业。如果算上烈酒行业,俄罗斯的生产率介于法国和荷兰之间;在荷兰和意大利之间,如果我们排除它的话。我们发现,大多数俄罗斯工业的表现不如英国工业。然而,在19世纪90年代国家引导的工业化政策中建立或现代化的一些工业,包括南方工业区的冶金,钢铁管,铁路车厢,黄油和奶酪,表现与英国同行相当或接近。其余的现代化工业,包括烈酒、烟草和石化行业,表现优于英国的同类行业。我们的研究结果表明,尽管俄罗斯的总劳动生产率落后于英国,但俄罗斯的现代化工业达到并在某些情况下超过了英国同行的生产率水平。
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引用次数: 1
Indian guinée cloth, West Africa, and the French colonial empire 1826–1925: Colonialism and imperialism as agents of globalization 1826–1925年,西非和法国殖民帝国:殖民主义和帝国主义是全球化的推动者
IF 0.5 Q1 HISTORY Pub Date : 2021-11-17 DOI: 10.1080/20780389.2021.1985454
Toyomu Masaki
ABSTRACT This study focuses on the global trade of guinée cloth mainly produced in French India and exported to French West Africa from 1826 to 1925. The article first re-examines the guinée cloth and its role in the western Sahel. Second, it argues that the guinée produced in the French factories established in French India was costly but of poor quality. Consequently, a similar type of cloth made in Europe began replacing the guinée in the Senegalese market in the late nineteenth century. Therefore, the producers of the guinée in the French empire supported protective measures, although merchants and relevant governments did not always share this opinion. Furthermore, the unstable political climate of the early French Third Republic promoted frequent changes in the trade policy on guinée cloth. Consequently, in addition to the traditional route from Saint Louis, Senegal, the article demonstrates that the export of Indian guinée began through more protected routes in northern Africa and was then distributed within the wider region of West Africa. Even the Méline Tariff opened the guinée producers in French India to new markets. Through the guinée cloth trade, this study demonstrates how colonialism and imperialism could lead to globalization.
摘要本研究的重点是1826年至1925年间主要产于法属印度并出口到法属西非的几内亚布的全球贸易。文章首先重新审视了几内亚布及其在萨赫勒西部的作用。其次,它认为在法属印度建立的法国工厂生产的guinée价格昂贵,但质量差。因此,19世纪末,欧洲制造的类似布料开始取代塞内加尔市场上的guinée。因此,法兰西帝国的guinée的生产商支持保护措施,尽管商人和相关政府并不总是认同这一观点。此外,法兰西第三共和国早期不稳定的政治气候促使几内亚布贸易政策频繁变化。因此,除了从塞内加尔圣路易斯出发的传统路线外,这篇文章表明,印度几内亚的出口始于北非更受保护的路线,然后分布在西非更广泛的地区。就连梅林关税也为法属印度的几内亚生产商打开了新市场。通过基尼布贸易,本研究展示了殖民主义和帝国主义如何导致全球化。
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引用次数: 2
The missing boys: Understanding the unbalanced sex ratio in South Africa, 1894–2011 失踪的男孩:了解1894-2011年南非性别比例失衡
IF 0.5 Q1 HISTORY Pub Date : 2021-11-17 DOI: 10.1080/20780389.2021.1987212
Francisco J. Marco-Gracia, J. Fourie
ABSTRACT At the beginning of the twentieth century in South Africa, the sex ratio for black children under five years was one of the lowest ever recorded. Sex ratios also differed markedly by racial group. Those for white children remained almost invariable, with more boys than girls, while black children had a clear majority of girls, a situation that the literature has almost completely overlooked. The reasons are still not completely clear. Although sex ratios at birth show more births of boys than girls, boys’ mortality was higher than girls’ mortality. Why boys’ mortality was so high and why, as a consequence, the twentieth-century under-five sex ratio for black children was so skewed towards girls, a ratio much lower, for example, than the sex ratios of pre-industrial European countries, remains unanswered. We suggest several possible explanations. The most likely explanation, we argue, was a preference for girls.
在二十世纪初的南非,五岁以下黑人儿童的性别比例是有记录以来最低的。不同种族的性别比例也存在显著差异。白人孩子的情况几乎保持不变,男孩多于女孩,而黑人孩子的女孩明显占多数,这一情况几乎完全被文献所忽视。原因尚不完全清楚。虽然出生性别比显示男婴多于女婴,但男婴的死亡率高于女婴。为什么男孩的死亡率如此之高,以及为什么20世纪五岁以下黑人儿童的性别比例如此倾向于女孩,例如,这一比例远低于工业化前欧洲国家的性别比例,这些问题仍然没有答案。我们提出了几种可能的解释。我们认为,最可能的解释是对女孩的偏爱。
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引用次数: 3
Borrower income and loan rates in the credit market of Lima 利马信贷市场的借款人收入和贷款利率
IF 0.5 Q1 HISTORY Pub Date : 2021-10-04 DOI: 10.1080/20780389.2021.1962705
L. Zegarra
ABSTRACT I analyse the effect of borrower income on loan rates in the credit market of Lima in 1840–65. I show that borrower income had a negative effect on interest rates. Borrower income influenced interest rates mostly through the impact on loan sizes: richer borrowers received larger loans and larger loans were associated with lower loan rates. The results are consistent with the influence of economies of scale on lending and differences in risk between large and small borrowers.
摘要我分析了1840–65年利马信贷市场中借款人收入对贷款利率的影响。我证明借款人的收入对利率有负面影响。借款人收入主要通过对贷款规模的影响来影响利率:较富裕的借款人获得了较大的贷款,而较大的贷款与较低的贷款利率有关。结果与规模经济对贷款的影响以及大借款人和小借款人之间的风险差异一致。
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引用次数: 0
New perspectives and sources of the history of banking in Latin America and Spain, nineteenth to twentieth centuries 十九至二十世纪拉丁美洲和西班牙银行业历史的新观点和来源
IF 0.5 Q1 HISTORY Pub Date : 2021-09-02 DOI: 10.1080/20780389.2021.1917988
C. Marichal, G. Barragán
ABSTRACT The banking history of Latin America and Spain has emerged as a quite active field for comparative research in economics and history. To show the recent liveliness in the field and the many new sources available, the article begins with two sections that provide an overview of the banking history of many countries, as well as bibliographies and references to essential historical documents. Subsequently we present a new web page, hbancaria.org, which contains a bibliography, data, and information on primary sources, researchers, digital collections, and projects related to the field. One of the main objectives of this type of project is to promote discussion among specialists and share information through formats and technologies currently available.
拉丁美洲和西班牙的银行史已经成为经济学和历史学比较研究的一个相当活跃的领域。为了展示该领域最近的活力和许多可用的新资源,本文以两个部分开始,提供了许多国家银行历史的概述,以及参考书目和重要历史文件的参考文献。随后,我们提出了一个新的网页,hbancaria.org,其中包含了一个参考书目,数据和信息的主要来源,研究人员,数字收藏,和项目相关的领域。这类项目的主要目标之一是促进专家之间的讨论,并通过现有的格式和技术共享信息。
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引用次数: 0
期刊
Economic History of Developing Regions
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