1 Doctorado en Ciencia Política Economía Política (Primer Semestre

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Doctorado en Ciencia Política
Economía Política (Primer Semestre 2014)
Sebastián Lucas Mazzuca
smazzuca@unsam.edu.ar
Descripción. Este curso ofrece una introducción a los principales conceptos, temas y
enfoques en economía política, así como a las herramientas metodológicas fundamentales
del análisis comparado y de política económica. Examina enfoques teóricos en competencia
(ej., geográficos versus institucionales) para entender cuatro fenómenos cruciales de la
economía política mundial: 1) crecimiento económico de largo plazo; 2) fluctuaciones
macroeconómicas (precios y empleo) de corto plazo; 3) democratización y cambio de
régimen; 4) gobernabilidad. También explora debates clásicos y recientes sobre la relación
entre Estado y mercado, y democracia y capitalismo. El curso se centra en los casos de
América latina, en especial Argentina, pero no son pocas las referencias a Europa
Occidental, el Sudeste Asiático, los Estados Unidos y África.
Objetivos. Capacitar a los estudiantes para hacer análisis de economía política en general,
y tener en cuenta los rasgos distintivos de las economías de América latina y Argentina en
particular. Al fin del curso, los estudiantes podrán entender restricciones y condicionantes
geográficos, institucionales, culturales y políticos sobre los márgenes de acción en materia
de política macroeconomía, así como desarrollar investigación acerca de las causas
fundamentales de las trayectorias de crecimiento económico de largo plazo.
Evaluación. La nota final del curso será un promedio ponderado del rendimiento en tres
actividades: 1) participación en clase (30%); 2) breve examen parcial (20%); 3) trabajo
escrito final.
Temas y Bibliografía
1. La “Brecha” económica. Trayectorias de Crecimiento de Largo Plazo. América
latina vs OCDE vs Tigres Asiáticos vs África.
1.a. Conceptos Fundamentales de Economía Política. Jueves 3 de Abril.
Notas de clase.
1.b. Inferencia Causal en Economía Política. Viernes 4 de Abril
Notas de clase.
1
1.c. Hechos Estilizados de la Economía Política. Trayectorias de Crecimiento de Largo
Plazo. Sábado 5 de Abril.
“So Near and Yet So Far,” The Economist, September 9, 2010.
http://www.economist.com/node/16964114
“Two Centuries of Hopes and Fears,” The Economist, September 9, 2010.
http://www.economist.com/node/16964106
“It’s Only Natural,” The Economist, September 9, 2010.
http://www.economist.com/node/16964094
“Societies on the Move,” The Economist, September 9, 2010.
http://www.economist.com/node/16964039
“The Jet Set,” The Economist, September 9, 2010.
http://www.economist.com/node/16964074
“Democracy Latino-style,” The Economist, September 9, 2010.
http://www.economist.com/node/16964145
“A Latin American Decade?,” The Economist, September 9, 2010.
http://www.economist.com/node/16964135
“Getting it Together at Last,” The Economist, September 9, 2010.
http://www.economist.com/node/14829485
Florencia Jubany and Judy Meltzer, “The Achilles’ Heel of Latin America: The State of the
Debate on Inequality,” FOCAL Policy Paper, 2004.
http://www.focal.ca/pdf/inequality_Jubany-MeltzerFOCAL_Inequality%20Aquilles%20Heel%20Latin%20America_July%202004_FPP-045_e.pdf
Office of the Chief Economist for LAC World Bank, Latin America and the Caribbean’s Long
Term Growth: Made in China?, Semi-Annual Report, World Bank, Washington DC,
September 2011.
Thomas Skidmore, Peter Smith and James Green, “Strategies of Economic Development,”
Modern Latin America, New York, OUP, 2010: 351-375.
Kenneth L. Sokoloff and Stanley L. Engerman, “History Lessons: Institutions, Factor
Endowments, and Paths of Development in the New World,” The Journal of Economic
Perspectives, 14, 3, Summer 2000: 217-232. http://www.jstor.org/stable/2646928
2
John H. Coatsworth, “Structures, Endowments, and Institutions in the Economic History of
Latin America,” Latin American Research Review, 40, 3, 2005: 126-144.
http://www.jstor.org/stable/3662825
Daron Acemoglu, Simon Johnson and James A. Robinson, “Reversal of Fortune: Geography
and Institutions in the Making of the Modern World Income Distribution,”
The Quarterly Journal of Economics, Vol. 117, No. 4 (Nov., 2002), pp. 1231-1294
http://www.jstor.org/stable/4132478
Paul Collier and Jan Willem Gunning, “Why Has Africa Grown So Slowly?” The Journal of
Economic Perspectives, Vol. 13, No. 3 (Summer, 1999), pp. 3-22
http://www.jstor.org/stable/2646982
David E. Bloom, Jeffrey D. Sachs, Paul Collier and Christopher Udry, “Geography,
Demography and Economic Growth in Africa,” Brookings Papers on Economic Activity, Vol.
1998, No. 2 (1998), pp. 207-295
2) Visiones del Crecimiento Económico. Crecimiento de América latina. Casos y
períodos.
2.a. Enfoques I. Visiones Liberales, Institucionales y Culturales. Jueves 8 de mayo.
North.
Daron Acemoglu, Simon Johnson and James A. Robinson, “Institutions as a Fundamental
Cause of Long-Run Growth,” Handbook of Economic Growth, 2002: 386-472.
Przeworski, Adam (2004) “Institutions Matter?” Government and Opposition, vol.39, no.4,
pp. 527-540.
W.W. Rostow, “The Stages of Economic Growth,” in Naazneen Barma and
Steven Vogel (eds.), The Political Economy Reader: Markets as Institutions, (New York:
Routledge, 2008), pp. 199-209.
Milton and Rose Friedman, Free to Choose: A Personal Statement, (Chicago: University of
Chicago Press, 1990), Introduction, ch's 1, 2, 3, and 8.
J.G. Ruggie, “International Regimes, Transactions, and Change: Embedded Liberalism in the
Postwar Economic Order,” International Organization, Vol. 36, No. 2, Spring 1982, pp. 379415.
3
Mancur Olson, The Logic of Collective Action: Public Goods and the Theory of Groups,
(Cambridge, MA: Harvard University Press, 1971), ch's 1-4.
Max Weber, The Protestant Ethic and the Spirit of Capitalism, (New York: Oxford University
Press, 2011), first published in 1904-05.
Karl Polanyi, The Great Transformation: The Political and Economic Origins of Our Time,
(Boston: Beacon Press, 2001), first published in 1944, ch's 3-14.
2.b. Enfoques II: Marxismo, Dependencia. Viernes 9 de Mayo.
Karl Marx, Capital, Sections in Part II of Robert Tucker (ed.), The Marx-Engels Reader, (New
York: W.W. Norton, 1978), first published in 1867.
Karl Marx, "Preface to A Contribution to the Critique of Political Economy" and "Manifesto
of the Communist Party" in Tucker reader.
Alexander Gerschenkron, “Economic Backwardness in Historical Perspective,” in Idem.,
Economic Backwardness in Historical Perspective, (Boston, MA: Harvard University Press,
1962), pp. 5-30.
Fernando H Cardoso y Enzo Faletto, Dependency and Development in Latin America,
Berkeley, University of California Press, 1979.
Andre Gunder Frank, “The Development of Underdevelopment,” in Robert
Rhodes (ed.), Imperialism and Underdevelopment, (New York: Monthly
Review Press, 1970), pp. 4-17.
Kiren Chaudhry, “The Myths of the Market and the Common History of Late
Developers,” in Naazneen Barma and Steven Vogel (eds.), The Political
Economy Reader: Markets as Institutions, (New York: Routledge, 2008),
pp. 447-473.
2.c. Crecimiento Económico Latinoamericano: Casos y Periodos. Sábado 10 de Mayo.
Matthew Lange, James Mahoney, and Matthias vom Hau, “Colonialism and Development: A
Comparative Analysis of Spanish and British Colonies, American Journal of Sociology, 111, 5
March 2006: 1412-62. (conectar con “Reversal of Fortune” de la Semana 1).
Douglass C. North, William Summerhill, and Barry R. Weingast, “Order, Disorder and
Economic Change: Latin America vs. North America,” in Bruce Bueno de Mesquita (ed.),
Governing for Prosperity, Yale University Press, 2009.
4
Robert H. Bates, John H. Coatsworth and Jeffrey G. Williamson, “Lost Decades: Post
Independence Performance in Latin America and Africa,” The Journal of Economic History,
Vol. 67, No. 4 (Dec., 2007), pp. 917-940.
William Glade, “Latin America and the International Economy, 1870–1914,” in Leslie
Bethell (ed.), Latin America since 1930: Economy, Society and Politics, Cambridge University
Press, 1986. Cambridge Histories Online.
Nataniel H. Leff, “Economic Development in Brazil, 1822-1913,” in in Stephen Haber (ed.),
How Latin America Fell Behind, California, Stanford University Press, 1997: 34-64.
Manuel Moreno Franginals, “Plantation Economies and Societies in the Spanish Caribbean,
1860–1930,” in Leslie Bethell (ed.), Latin America since 1930: Economy, Society and Politics,
Cambridge University Press, 1986. Cambridge Histories Online.
Albert O. Hirschman, “The Political Economy of Import-Substituting Industrialization in
Latin America,” The Quarterly Journal of Economics, 82, 1, Feb. 1968: 1-32.
http://www.jstor.org/stable/1882243
Gary Gereffi, and Peter Evans, “Transnational Corporations, Dependent Development, and
State Policy in the Semiperiphery: A Comparison of Brazil and Mexico,” Latin American
Research Review 16, 3, 1986: 31-64. http://www.jstor.org/stable/2502914
Peter Evans, “Class, State, and Dependence in East Asia: Lessons from Latin America,” in
Frederic Deyo (ed.), The Political Economy of the new Asian Industrialism, Cornell University
Press, 1987.
3. Estado y Crecimiento. Variedades de Capitalismo. Variedades de Intervenciones
Estatales.
3.a. Variedades de Capitalismo (Avanzado). Jueves 5 de Junio.
Robert Solow, "The New Industrial State, or Son of Affluence," and reply by John
Kenneth Galbraith, Public Interest, #9, Fall 1967.
Peter Hall and David Soskice, eds, Varieties of Capitalism, 2001, pp. 1-68.
Wolfgang Streeck, “E Pluribus Unum? Varieties and Commonalities of Capitalism,” Max
Plank Institute for the Study of Societies Discussion Paper, 10/2012.
Robert Wade, Governing the Market, Princeton, NJ: Princeton University Press, 1990.
5
Paul Pierson, “When Effect Becomes Cause. Policy Feedback and Political Change,” World
Politics, Vol. 45, No. 4 (Jul., 1993), pp. 595-628.
Adam Przeworski and Michael Wallerstein, “Structural Dependence of State on Capital,”
The American Political Science Review, Vol. 82, No. 1 (Mar., 1988), pp. 11-29
http://www.jstor.org/stable/1958056
3.b. Variedades de Estados y Capitalismos en el Sur Global. Viernes 6 de Junio.
Peter Smith, “The Rise and Fall of the Developmental State,” in Menno Vellinga (ed.), The
Changing Role of the State in Latin America, Boulder, CO: Westview Press, 1998.
Atul Kohli, “The Political Economy of Development Strategies: Comparative Perspectives on
the Role of the State,” Comparative Politics, Vol. 19, No. 2 (Jan., 1987), pp. 233-246.
http://www.jstor.org/stable/421800
Robert Wade, “States and Development: The Long View in Time and Space,” Contemporary
Sociology, Vol. 36, No. 4 (Jul., 2007), pp. 309-313.
Peter Evans and James E. Rauch, “Bureaucracy and Growth: A Cross-National Analysis of
the Effects of “Weberian” Structures on Economic Growth,” American Sociological Review,
Vol. 64, No. 5 (Oct., 1999), pp. 748-765.
Peter Evans, “El Estado como Problema y como Solucion,” Desarrollo Económico, Vol. 35,
No. 140, 35th Anniversary Issue (Jan. - Mar., 1996), pp. 529-562.
Peter Evans, “Predatory, Developmental, and Other Apparatuses: A Comparative Political
Economy Perspective on the Third World State,” Sociological Forum, Vol. 4, No. 4, Special
Issue: Comparative National Development: Theory and Facts for the 1990s (Dec., 1989), pp.
561-587.
http://www.jstor.org/stable/684425
Robert Bates, Markets and States in Tropical Africa, Berkeley, University of California Press,
1981.
Ben Ross Schneider, “Hierarchical Market Economies and Varieties of Capitalism in Latin
America,” Journal of Latin American Studies, 41: 553–575
Tim Padget, “Chile and Haiti: A Tale of Two Earthquakes,” Times. March 01, 2010.
http://www.time.com/time/world/article/0,8599,1968576,00.html
Guillermo O’Donnell, “On the State, Democratization and some Conceptual Problems: A
Latin American view with glances at some postcommunist countries,” World Development,
21, 8, August 1993: 1355-1369.
6
3.c. La Economía Contemporánea de América Latina y Argentina. Sábado 7 de junio.
Fernando H. Cardoso, “New Paths: Globalization in Historical Perspective,” Studies in
Comparative International Development, 2009, 44, 296–317
Emily Sinnott, John Nash, Augusto de la Torre, Natural Resources in Latin America and the
Caribbean. Beyond Boom and Busts?, Washington DC, The World Bank, 2010.
Kevin Gallagher and Roberto Porzecanski, “China Matters: China's Economic Impact in
Latin America,” Latin American Research Review, 43, 1, 2008: 185-200.
Mauricio Cárdenas and Adriana Kugler, “The Reversal of the Structural Transformation in
Latin America After China’s Emergence,” Working Paper Brookings Institution, 2011.
“The New Brazil” (Special Report), Financial Times, June 29, 2010.
Luiz Carlos Bresser-Pereira, “From Old to New Developmentalism in Latin America,” in
José Antonio Ocampo and Jaime Ros (eds.), The Oxford Handbook of Latin America
Economics, Oxford University Press, 2009.
José María Fanelli, Argentina y el desarrollo económico en el siglo XXI ¿Cómo pensarlo? ¿Qué
tenemos? ¿Qué necesitamos?, Buenos Aires, Siglo XXI Editores, 2012.
4. Democracia y Capitalismo. Teorías y casos.
4.a. Capitalismo y Democracia en Países Avanzados. Jueves 3 de Julio.
T. H. Marshall, "Citizenship and Social Class," in Christopher Pierson and
Francis Castles (eds.), The Welfare State: A Reader, (Cambridge: Polity
Press, 2000), pp. 32-41.
Dani Rodrik, "Why Do More Open Economies Have Bigger Governments?"
Journal of Political Economy, Vol. 106, No. 5, October 1998, pp. 997- 1032.
James O'Connor, "The Fiscal Crisis of the State," in Pierson and Castles, The Welfare State: A
Reader, pp. 63-66
Gøsta Esping-Andersen, Politics against Markets: The Social Democratic Road to
Power, (Princeton, NJ: Princeton University Press, 1985), pp. 3-38.
Gøsta Esping-Andersen, The Three Worlds of Welfare Capitalism, in Pierson and
Castles, The Welfare State: A Reader, pp. 154-169.
7
Paul Pierson, "The New Politics of the Welfare State," World Politics, Vol. 48,
January 1996, pp. 143-179.
Adam Przeworski and Michael Wallerstein, “The Structure of Class Conflict in Democratic
Capitalist Societies,” The American Political Science Review, Vol. 76, No. 2 (Jun., 1982), pp.
215-238.
http://www.jstor.org/stable/1961105
Claus Offe, “Competitive Party Democracy and the Keynesian Welfare State: Factors of
Stability and Disorganization,” Policy Sciences, Vol. 15, No. 3, Governance in Crisis (Apr.,
1983), pp. 225-246.
4.b. Regímenes y Desarrollo. Hechos estilizados y teoría. Viernes 4 de Julio.
Peter H. Lindert, “Voice and Growth: Was Churchill Right?” NBER Working Paper 9749
http://www.nber.org/papers/w9749
Satyanath, Shanker and Arvind Subramanian (2004) “What Determines Long-Run
Macroeconomic Stability? Democratic Institutions?”, IMF Working Paper, 04/215.
Olson, Mancur (1993) “Dictatorship, Democracy, and Development”, American Political
Science Review, vol.87, no. 3, pp. 567-576.
Przeworski, Adam and Fernando Limongi (1993) “Political Regimes and Economic
Growth”, Journal of Economic Perspectives, vol.7, no. 3, pp. 51-69.
4.c. Economía y Regímenes en América latina y África. Sábado 5 de Julio.
Michael Ross, “Does Oil Hinder Democracy,” World Politics, 53, April 2001, 325-61.
Paul Collier and Dominic Rohner, “Democracy, Development, and Conflict”, Journal of the
European Economic Association, Vol. 6, No. 2/3, Proceedings of the Twenty-Second Annual
Congress of the European Economic Association (Apr. - May, 2008), pp. 531-540
Dunning, Thad. 2008. Crude Democracy. NY. Cambridge University Press: Chapters 1-3.
Karl, Terry. 1999. “The Perils of the Petro-State.” Journal of International Affairs. 53, 1: 3148.
Karl, Terry. 2007. “Oil-Led Development: Social, Political, and Economic Consequences.”
Encyclopedia of Energy. Elsevier Inc.: 661-672.
8
Hochschild, Adam. 2010. “Blood and Treasure.” Mother Jones. March/April Issue.
http://motherjones.com/politics/2010/02/congo-gold-adam-hochschild
Guillermo O’Donnell, “Estado y Alianzas,” en Guillermo O’Donnell, Contrapuntos, Buenos
Aires, Paidos, 1998.
Collier, David. 1978. “Industrial Modernization and Political Change: A Latin American
Perspective,” World Politics 30, 4: 593-614.
http://www.jstor.org.ezp-prod1.hul.harvard.edu/stable/pdfplus/2009988.pdf
Sebastian Mazzuca, “The Rise of Rentier Populism in South America,” Journal of Democracy,
April 2013, pp. 108-122.
Neal Richardson, “Export-Oriented Populism: Commodities and Coalitions in Argentina,”
Studies in Comparative International Development, 2009, 44, pp. 228-255
Scott Mainwaring, “The Crisis of Representation in the Andes,” Journal of Democracy, 17, 3,
July 2006: 13-27. http://muse.jhu.edu/journals/jod/summary/v017/17.3mainwaring.html
Jorge G. Castañeda, “Latin America's Left Turn,” Foreign Affairs, 85, 3, May-Jun 2006: 28-43.
http://www.jstor.org/stable/20031965
9
Bibliografía Optativa
Deepak Lal, “The Poverty of Development Economics,” in Naazneen Barma and
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Routledge, 2008), pp. 429-445.
Joseph Stiglitz, Globalization and Its Discontents, (New York: W.W. Norton, 2007), pp. 89132.
Hernando de Soto, “The Mystery of Capital,” in Naazneen Barma and Steven
Vogel (eds.), The Political Economy Reader: Markets as Institutions,
(New York: Routledge, 2008), pp. 475-482.
Dani Rodrik, One Economics, Many Recipes: Globalization, Institutions, and
Economic Growth, (Princeton, NJ: Princeton University Press, 2007), pp. 1-55, 153-183.
Carlos F. Diaz Alejandro. 2000. “Latin America in the 1930s.” In Modern Political Economy
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Eliana Cardoso and Ann Helwege. 2000. “Import Substitution Industrialization,” in Frieden,
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Jeffry Frieden. 1991. Debt, Development and Democracy: Modern Political Economy and
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James Mahon. 2000. “Was Latin America Too Rich to Prosper? Structural and Political
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John Williamson, “What Washington Means by Policy Reform,” in Frieden, Pastor, and
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Peter Hall, “The Role of Interests, Institutions and Ideas in the Political Economy of
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Pontusson, Jonas, 2005, Inequality and Prosperity: Social Europe vs Liberal America, pp. 166, pp. 204-219.
Peter Gourevitch. 1986. Politics in Hard Times. Cornell University Press.
Rogowski, Ronald. “Political Cleavages and Changing Exposure to Trade.” The American
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Michael Hiscox. 2001. “Class versus Industry Cleavages: Inter-Industry Factor Mobility and
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Scruggs, Lyle and Allan, J. “Political Partisanship and Welfare State Reform in Advanced
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Isabela Mares, 2003. The Sources of business interest in social insurance: sectoral
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Jacob S. Hacker, “Privatizing Risk without Privatizing the Welfare State: The Hidden Politics
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Torben Iversen, 1996, “Power, Flexibility, and the Breakdown of Centralized Wage
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