经济全球化、全球金融危机与中国——基于金融地理学的视角

2008—2009年的全球金融危机对西方发达国家尤其是英美经济体的影响是深远的,反映在经济、政治和社会的各个层面。相关学科的学者从不同的视角对金融危机的爆发作出了解释。论文尝试从金融地理学的角度分析经济全球化与全球金融危机之间的关系并探讨危机对中国的影响。首先,研究考察了经济全球化背景下新的国际劳动力分工的形成,指出了金融危机的传导机制,并描绘了金融危机对世界经济地理塑造的空间差异。对中国来说,全球金融危机是外部性的,西方发达国家的经济衰退和消费收缩直接影响了中国的出口,但危机并没有动摇中国的金融体系。其次,解释了为什么全球金融危机没有动摇中国的金融体系。制度的空间异质性、市场经济制度的多样性、政府积极的宏观调控和中国以银行主导的金融体系都是重要因素。第三,金融危机之后中西方金融地理学家对中国问题的兴趣逐渐增加,文章总结了最新的研究进展并指出其存在的不足之处。最后,在西方金融地理学最新研究进展的基础上,对中国金融地理学的学科构建提出了建议。     

地理、网络与信任:金融危机背景下的生产网络演化

网络演化是演化经济地理学研究的重要内容和新近热点之一。在当前的理论探讨中主要强调路径依赖和惯例对网络演化的强化作用,对于信任这个关键要素缺乏深入探讨。本文通过深度访谈和问卷调查相结合的方法,对比金融危机前后广东省纺织服装行业生产网络的空间结构,揭示信任与生产网络演化之间的互动机制。研究发现:信任是维系生产网络稳定性的基本要素之一,信任的强弱程度主要受合作类型(市场关系)、地理接近(空间关系)和社会文化接近根植性(社会关系)等因素影响。金融危机作为一种负面外部冲击,重构了广东省服装行业的生产网络。在这个过程中,较强信任关系的网络连结(潮汕地区)得以保留,并在危机过后进一步强化;而部分较弱信任关系的网络连结(珠三角地区)发生断裂,且在经济回暖之后被潮汕地区的网络所取代。     

金融危机下国家大规模投资政策模拟

构建了一个中国多区域可计算一般均衡模型(MReCGE-C),利用该模型分析了我国应对国际金融危机的大规模投资政策。MReCGE-C根据城乡属性和年龄结构对居民进行了分组,放松了要素流动的限制,使劳动力和资本可以同时跨区域跨部门流动,并设计了一种基于居民终生效用的区域均衡机制,通过区域差距变量可以调控和测度区域差距。最后利用MReCGE-C模型针对国家大规模投资计划下的3种典型投资方案进行了模拟。结果发现在等量新增投资下,针对中部地区投资方案的GDP增长率高于针对中西部和全国投资方案的GDP增长率,同时针对中部地区投资方案对于城乡就业的拉动也要优于其余两种投资方案,而且可以实现缩小区域差距的目标。综合比较,目前国家大规模投资的优势应该指向中部地区。     

金融危机下泛长三角FDI时空格局演化及其机制研究

在华FDI的区域差异及其区位选择的演化过程与机制,受企业属性、产业特性及来源国和承接国社会经济环境等多种因素影响.在国际金融危机冲击下,全球虚拟与实体经济波动、国际产业转移新趋势与国家宏观政策新导向等内外部因素不断重构在华FDI时空格局演变过程与机制.基于路径依赖、外部冲击等理论分析框架,本文以泛长三角地区为例,首先从总量、行业与区位选择等方面分析了金融危机前后FDI的时空演变过程;其次通过计量模型对FDI区位选择影响因素演变过程进行实证研究.研究表明,金融危机前后泛长三角FDI区位选择及其影响因素转变遵循路径依赖动态演化模式,主要表现为原有演化路径受到金融危机冲击,伴随市场环境、生产要素成本、创新环境、集聚经济和沉淀成本、制度环境等内外生因素影响,FDI总量、行业与区位选择的演化趋势也呈现出复杂性与多样化.     

An evaluation of financial globalization under fund-manager capitalism: the case of the UK unit trust industry

Drawing upon evidence from the UK unit trust industry, this paper evaluates the extent and nature of financial globalization. It finds that despite this rapidly growing and prominent form of fund-manager capitalism operating with increasingly mobile capital in a more inter-connected deregulated world, this does not signal the advent of homeless capital and the end of geography.     

金融危机背景下珠三角产业演化模式及机制研究——基于行业空间网络的视角

2008年金融危机对全球制造业尤其是“世界加工厂”珠三角地区的产业链生态空间产生了较大影响,高质量的市场需求、弹性生产模式等冲击了珠三角传统生产模式.大规模生产企业的倒闭,影响了珠三角地区产业集群之间的联系.论文基于演化经济地理学下的复杂网络视角,利用2008年全国第二次经济普查与2013年全国第三次经济普查数据库,在...     

中国金融企业全球扩张的城际关联网络演变研究

随着对外开放程度深化和企业“走出去”步伐加快,中国金融企业不断完善全球战略布局。金融企业通过在全球设立分支机构,为其他行业的全球扩张提供了金融支撑,推动了国际业务往来与资本流动,建构起了城际联系网络。论文以中国金融企业全球布局的时空演化为切入点,基于城市网络的分析方法,探究1979—2019年中国金融企业链接全球城市的网络塑造过程。研究发现：(1)中国金融企业全球扩张的阶段性和区域性明显;(2)随着全球分支机构数量和扩张范围的增加,扩张由主要世界城市延伸到全球范围的中小城市,亚太地区、离岸金融中心、欧美主要金融中心等成为网络中重要节点;(3)城际联系主要是通过金融企业“总部—分支机构”式、“总部—区域中心—分支机构”式和收购式扩张等3类扩张模式塑造而成。最后,探讨了国家经济战略与地缘关系、企业性质差异、节点城市或国家的特点等对企业扩张路径和城际联系形成的影响,为金融企业全球扩张及国际金融中心城市建设提供了科学参考。     

Mapping the Bonanza: Geographies of Mining Investment in an Era of Neoliberal Reform*

Geographic analyses of how national policies of economic liberalization influence global patterns of economic activity often draw their conclusions from studies of the paradigmatic sectors of manufacturing and, to a lesser extent, services. There is, by contrast, relatively little work examining how neoliberal policy reforms in the developing world may be driving changes in the geography of primary sector (i.e., extractive) activities at the global scale. This article presents and analyzes new data on direct investment in the international mining industry. It reports methods and results from a research project to systematically map and evaluate changes in the commodity mix and geographical spread of mining‐related investment in the world economy since 1990. It confirms and quantifies what was hitherto anecdotal evidence of a geographic shift in investment during the 1990s away from mature targets toward a small number of “rising stars” in the developing world, following the adoption in many countries of neoliberal economic policies from the mid‐1980s onward. However, the findings challenge conventional interpretations of this shift as an investment “bonanza” in the periphery and highlight how recent investment trends are highly specific in geographical scope, concentrated within a few commodities, and how the allocation of investment between established and emerging targets is variable over both time and space.     

An Analysis of the Relationship Between Housing Foreclosures,Lending Practices,and Neighborhood Ecology: Evidence from a Distressed County

Residential foreclosures increased sharply during the 1990s and in the first years of the twenty-first century. These foreclosures have profound impacts on the households and neighborhoods involved. Although foreclosures occur everywhere, the geography of foreclosures displays a pattern tied to a metropolitan area's social, fiscal, and economic geography. We examine these correspondences as they exist within Summit County (Akron), Ohio, between 2001 and 2003. Foreclosures themselves often result from unfortunate financial events that can affect any household, but we found that the geography of foreclosures corresponds primarily to Summit County's racial distribution, above and beyond any correspondence with income levels and housing fiscal stress. There also exists a clear coincidence of foreclosures with subprime lending, itself associated with Summit County's racial patterns. Concentrations of foreclosures in particular neighborhoods can be tremendously harmful to the social and economic health of the neighborhood. These comparisons help us to better understand the neighborhood ecology of foreclosure rates and subprime lending.     

Geographies of knowledge, practices of globalization: learning from the oil exploration and production industry

In this paper we initiate a dialogue between work on the geographies of globalization and knowledge economies, areas of inquiry that have tended to develop in isolation. We argue for a critical harnessing of these two bodies of work to (1) understand how and where different types of knowledge are acquired, produced and mobilized by firms as they seek to 'go global', (2) map the multi-scalar geographies of knowledge that enable practices of globalization and (3) examine the ways in which networks of knowledge structure emerging geographies of production. We demonstrate the potential of this move using oil exploration and production as an example.     

英属维尔京群岛离岸金融中心发展历程及启示

本文利用文献梳理与案例分析方法,以英属维尔京群岛为例,分析了其“避税港”与空间集聚、初级离岸中心与空间集聚重组以及发达离岸中心与空间集聚强化的发展历程;研究发现,国际政治经济环境为离岸金融中心的建立提供了可能,独特的自然与人文经济条件为离岸金融中心的建立提供了基础,而不断完善的法律与监管则保证了离岸金融中心的可持续发展;基于此,中国应积极探讨在上海、广东与天津等自贸区建立分离—渗透型,在东南沿海选择合适的岛屿或群岛建立避税港型离岸金融中心的可行性与实施方案,并逐步完善政策法律体系,有效管控金融风险。     

后乌克兰危机背景下的北极国际合作:以“复合相互依赖”为视角

对于后危机时期对立国家间在特定领域的合作关系的延续,“复合相互依赖”模式提供了有力的理论解释力。正如乌克兰危机陷入僵局后,西方国家对俄罗斯采取经济制裁,与俄罗斯的政治和军事关系也全面破裂;然而,俄罗斯与西方国家的合作关系却并未完全中断,至少在北极地区的搜救、渔业、航运、北极理事会等功能性领域的合作依然继续,使得北极国际合作呈现出断裂性和连续性的动态组合。现阶段的北极地区关系反映了一个事先存在的“复合相互依赖”状态,通过联系战略、议程设置和国际机制等政治进程,避免国家间关系的全面破裂并抑制危机的外溢,同时为冲突各方保有在有限领域的沟通渠道,推动信任关系的重塑。     

Creating and sustaining Islamic financial centers: Bahrain in the wake of financial and political crises

Although primarily concentrated in countries with Muslim majorities, Islamic finance has become a global industry representing both a decentering of the global financial architecture and the emergence of an urban network that resides beyond the confines of traditional world city literature. While geographers have identified the “Mecca’s” of the Islamic finance industry – one of which is Bahrain – there remains a need to identify the factors necessary to create and sustain centers of Islamic finance. This paper examines these factors through a firm-level survey of foreign and local Islamic financial institutions in Bahrain, in conjunction with key informant interviews with representatives of these firms. We find that while Bahrain’s entrenched institutional advantages have preserved its role as a center in the Islamic financial landscape, ongoing political instability and the increasing attractiveness of new and emerging centers are threatening this role. As the country navigates the current social and political unrest, questions are raised as to what it takes to be an Islamic financial center.     

Seismic markers of the Messinian salinity crisis in the deep Ionian Basin

We conduct the seismic signal analysis on vintage and recently collected multichannel seismic reflection profiles from the Ionian Basin to characterize the deep basin Messinian evaporites. These evaporites were deposited in deep and marginal Mediterranean sedimentary basins as a consequence of the “salinity crisis” between 5.97 and 5.33 Ma, a basin-wide oceanographic and ecological crisis whose origin remains poorly understood. The seismic markers of the Messinian evaporites in the deep Mediterranean basins can be divided in two end-members, one of which is the typical “trilogy” of gypsum and clastics (Lower Unit – LU), halite (Mobile Unit – MU) and upper anhydrite and marl layers (Upper Unit – UU) traced in the Western Mediterranean Basins. The other end-member is a single MU unit subdivided in seven sub-units by clastic interlayers located in the Levant Basin. The causes of these different seismic expressions of the Messinian salinity crisis (MSC) appear to be related to a morphological separation between the two basins by the structural regional sill of the Sicily Channel. With the aid of velocity analyses and seismic imaging via prestack migration in time and depth domains, we define for the first time the seismic signature of the Messinian evaporites in the deep Ionian Basin, which differs from the known end-members. In addition, we identify different evaporitic depositional settings suggesting a laterally discontinuous deposition. With the information gathered we quantify the volume of evaporitic deposits in the deep Ionian Basin as 500,000 km³ ± 10%. This figure allows us to speculate that the total volume of salts in the Mediterranean basin is larger than commonly assumed. Different depositional units in the Ionian Basin suggest that during the MSC it was separated from the Western Mediterranean by physical thresholds, from the Po Plain/Northern Adriatic Basin, and the Levant Basin, likely reflecting different hydrological and climatic conditions. Finally, the evidence of erosional surfaces and V-shaped valleys at the top of the MSC unit, together with sharp evaporites pinch out on evaporite-free pre-Messinian structural highs, suggest an extreme Messinian Stage 3 base level draw down in the Ionian Basin. Such evidence should be carefully evaluated in the light of Messinian and post-Messinian vertical crustal movements in the area. The results of this study demonstrates the importance of extracting from seismic data the Messinian paleotopography, the paleomorphology and the detailed stratal architecture in the in order to advance in the understanding of the deep basins Messinian depositional environments.     

东莞市金融服务业分散化空间格局——企业金融服务消费行为视角

通过问卷调查和深度访谈等手段获取反映企业金融服务消费行为的数据资料,结合社会经济统计 (1990~2003 )和基本单位普查 (2001 )数据,实证分析了东莞市第二产业分散化空间格局前提下,跨国公司生产基地"多点"金融服务消费行为、成功港资企业"两点"金融服务消费行为以及镇区工业集团总公司"园区型"金融服务消费行为,探讨了东莞金融服务业"无强中心,分散化"空间格局形成的机制。     

金融危机影响下上海开发区的困境与出路

在金融危机的影响下,以出口导向型经济为主的开发区首当其冲受到冲击。上海开发区的吸引国内外投资、进出口贸易、固定资产投资、工业生产总值及工业利润等经济指标都不同程度地下滑,抽逃外资现象显现,未来发展陷入困境。究其原因,既有上海开发区受土地资源制约、发展进入新阶段的自身特点,也存在受金融危机影响、国外订单下降、国内外资本市场紧缩等原因,以及宏观政策不配套、管理体制缺陷等制度因素。应对金融危机,促进开发区稳步发展应采取实施品牌输出战略、优化外资利用结构、实行园区合理分工、进行管理模式创新等措施。     

Hazard Perception and the Urban Geographies of Place: Insights from New York City's Financial Executives Following 9/11

Theories of place have yet to be developed to explore societal responses to terrorism in the post-9/11 city. Urban geographers have shown the relevance of place for understanding the way people live in cities, including conceptualizations of the way people perceive those places. Geographers working on environmental risk have also conceptualized perception, but only in regard to hazard perception. They have not focused on the city itself as a hazard site, nor have they studied how the contours of place affect hazard perception. Joining urban geography and risk-hazards scholarship, this study argues for a terrorism-place nexus that links terrorism hazard perception to urban place. Using survey and interview data collected from 79 financial service executives in New York City, it will be shown that terrorism has created a place-based ontological dissonance among financial executives, and we speculate about the implications for the city should these workers restore ontological order by moving away their establishments.     

Searching for the Mecca of finance: Islamic financial services and the world city network

This paper presents an analysis of the geography of the booming 'Islamic financial services' (IFS) sector, which provides a host of financial services based on Islamic religious grounds. The relevance of such an analysis is discussed against the conceptual backdrop of the world city network literature. It is argued that a focus on the globalisation of the IFS sector may provide an alternative to hegemonic geographical imaginations of world city-formation through its focus on other forms of globalising economic processes and regions that do not commonly feature in this literature. Based on information on the location strategies of 28 leading IFS firms in 64 cities across the world, we analyse different features of this decentred global urban geography. Manama is hereby identified as the Mecca of the IFS sector, while other major Gulf cities such as Dubai and Abu Dhabi are also primary nodes in this urban network. Other major Middle East North Africa (MENA) cities such as Tehran follow suit, but also more traditional financial centres such as London are well connected.     

Asia–Europe–United States: the geoeconomics of uncertainty

This paper examines a key aspect of how the global geometries of finance and trade articulate the euro–dollar relationship. Here, European integration extends into a global financial and trading system replete with contradictions. The paper examines these, drawing upon a literature from international political economy, foregrounding the spatialities that they signal.     

Reflections on post-pandemic university teaching,the corresponding digitalisation of education and the lecture attendance crisis

This short commentary discusses effective university teaching in the context of the pandemic, the corresponding digitalisation of tertiary education, and the recent lecture attendance crisis. By critically reflecting on my own experience as a university educator and as a student in a teacher education course, I suggest that the attendance crisis presents an opportunity to explore effective teaching in a rapidly changing context. To improve our teaching and learning, we can reflect on what students and teachers have gone through and seek to understand who our students are.