V. M. T A R A S E V Y C H,
Professor, Doctor of Econ. Sci.,
Head of the Chair of Political Economy
National Metallurgical Academy of Ukraine
© Tarasevych Viktor Mykolaiovych, 2017;
A QUARTER OF A CENTURY OF UKRAINE'S INDEPENDENCE: ACTUAL CONTEXTS AND IMPERATIVES OF SOCIO-ECONOMIC REFORMS
Ethnonational, civilizational, global and political economy aspects of evolution and the current state of Ukrainian society, using theories of ethnogenesis, civilizations, the world-system of globalism and economic interests, are considered. Some of the basics and peculiarities of Ukrainian identity are highlighted, namely: ethnic diversity of the Ukrainian nation, ambivalence of the Ukrainian ethnos, consisting of sub-ethnoses – Western Ukrainian and Eastern Ukrainian, its movement towards the West European superethnos, the belonging to the Western Orthodox subcivilization of the Orthodox-Eurasian civilization as well as to the semi-periphery of the world-system of globalism.
Given the large-scale social and economic crisis as well as geopolitical and geo-economic shifts, it is substantiated the necessity to develop and implement the Strategy for the national accord, consolidation and development, the core of which is the idea of Ukrainocentrism and nationally oriented progress. The imperatives of the social and economic block of this strategy are indicated, including: reforming the national institutional system per se in the direction of its adequacy to a real protoinstitutional system, dismantling of the dominant oligarchic-capitalist system and formation of a system of democratic and socially oriented state and people's capitalism, carrying out the endogenous neoindustrialization, outrunning development of the national human capital, adjustment of the policy of European integration, national orientation of the triune (state, civil and market) economic regulation.
Improving the quality of this strategy involves addressing other scientific theories, especially national ones, since only reliance on the methodology of inter-, multi- and transtheorethicity and disciplinarity guarantees a spherical scientific vision of Ukrainian society and identification of adequate goals, directions and mechanisms for its development .
Keywords: ethnos, superethnos, nation, civilization, world-system, globalism, economic interests, institutes per se, proto-institutes, developed center, semi-periphery, periphery, state capitalism, national accord and consolidation, development strategy (pp. 3-21).
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4. Heyets V.M. Suspil’nyi kapital – 25: oderzhavlenist’ chy derzhavotvorchist’? [Social capital – 25: establishment of the state or its development?]. Ekonomika Ukrainy – Economy of Ukraine, 2016, No. 8, pp. 3–6 [in Ukrainian].
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19. Pavlenko Yu.V. Istoriya Svitovoi Tsyvilizatsii: Sotsiokul’turnyi Rozvytok Lyudstva [The History of the World Civilization: the Socio-Cultural Development of Mankind]. Kyiv, Lybid’, 1996 [in Ukrainian].
20. Tarasevych V.M. Ideolohichni doktryny: tsyvilizatsiini aspekty i natsional’nyi koloryt [Ideological doctrines: civilizational aspects and national color]. Ekonomika Ukrainy – Economy of Ukraine, 2011, No. 2, pp. 13–27; No. 3, pp. 4–13 [in Ukrainian].
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22. Hal’chyns’kyi A. Evropa i SShA – heopolitychne supernytstvo [Geopolitical rivalry of Europe and the USA]. Ekonomika Ukrainy – Economy of Ukraine, 2003, No. 3, pp. 4–14 [in Ukrainian].
23. Pravo i natsional'nyye traditsii [Law and national traditions]. Voprosy filosofii – Questions of philosophy, 2016, No. 12, available at: http://vphil.ru/index.php?option=com_content&task=view&id=1541&Itemid=52 [in Russian].
24. Shevchenko I. Ukrayina mizh Skhodom i Zakhodom [Ukraine between East and West]. Dukh i Litera – Spirit and Letter, 1997, No. 1-2, pp. 89–97 [in Ukrainian].
25. Khrestomatiya z Istorii Ukrains’koi RSR z Naydavnishykh Chasiv do Kintsya 50-kh Rokiv XIX st. [Readings on the History of Ukrainian SSR from Ancient Times to the End of the 50s of XIX Century]. I.O. Gurzhii (Ed.). Kyiv, Soviet School, 1959, Vol. 1 [in Ukrainian].
26. Glotov B.B. Relihiino-konfesiina nalezhnist’ yak chynnyk tsyvilizatsiinoi identychnosti ukrains’koho narodu [Religious and confessional affiliation as a factor of the civilizational identity of the Ukrainian people], available at: http://www.info-library.com.ua/books-text-11953.html [in Ukrainian].
27. Latova N., Latov Yu. Etnometricheskie podkhody k sravnitel’nomu analizu khozyaistvenno-kul’turnykh tsennostei [Etnometric approaches to the analysis of economic and cultural values]. Voprosy Ekonomiki – Questions of Economy, 2008, No. 5, pp. 80–102 [in Russian].
28. Pylypenko G.M. Instytutsional’ni Chynnyky Spivvidnoshennya Derzhavnoi ta Rynkovoi Koordynatsii Ekonomichnoi Diyal’nosti [Institutional Factors of the Correlation of the State and Market Coordination of Economic Activity]. Dnipropetrovsk, National Mining University, 2012 [in Ukrainian].
INDUSTRIAL POLICY AND INNOVATIVE DEVELOPMENT
V. P. V Y S H N E V S ’ K Y I,
Professor, Doctor of Econ. Sci.,
Academician of the NAS of Ukraine,
Head of Department of
Financial and Economic Problems of the Use of Production Potentia,
Institute of Industrial Economics of NAS of Ukraine
© Vyshnevs’kói Valentón Pavlovóch, 2017;
S. I. K N Y A Z E V,
Cand. of Econ. Sci.,
Scientific Secretary of the Department of Economics of the NAS of Ukraine
© Knyazev Svyatoslav Igorevóch, 2017;
SMART INDUSTRY: PROSPECTS AND CHALLENGES
The article examines the current trends in the development of production systems related to the implementation of the principles of the fourth industrial revolution and the transition to a smart industry.
The primary link of the smart industry – smart factory – is a cyber-physical production system that has the ability to monitor and control the performance of the machinery and production personnel through industrial Internet of things, as well as to use collected “big data” to more accurately adjust to consumers, increase labor productivity, improve the technological processes and product quality.
Within the smart industry system, smart factories are interconnected with researchers, developers, suppliers, distributors, consumers etc., through information and communication technologies, thereby forming a global digital platform to improve coordination and active participation of all partners in both the individual chains and whole networks of value creation.
The high potential of the smart industry as a smart factories’ network is confirmed by the practice of a number of well-known companies in the world. At the same time, the greatest windows of opportunities are opening to reduce the research and production cycle, decrease machinery downtime, reduce the cost of its maintenance and the costs of maintaining stocks, as well as to automate mental work.
Full implementation of the smart industry’s potential depends on success in overcoming barriers to its development: technical (problems with computer networks, their compatibility and security), economic (high costs of accumulation and renovation of digital capital, problems in the areas of employment and income, including those due to the changing nature of work and a sharp increase in the role of STEM personnel), institutional (problems with the formation of new organizational routines and generally favorable institutional environment).
If these barriers could be overcome, the overall prospects for the smart industry in the world look promising. In the next decade, productions, implementing industrial technologies of the Internet of things, can make up the majority of the global manufacturing.
Keywords: smart industry, Industry 4.0, smart factory, industrial Internet of things, cyber-physical production systems, information and communication technologies, “big data” (ðð. 22–37).
1. Zbarazska L.O. Neoindustrializatsiya v Ukraini: kontsept natsional’noi modeli [Neoindustrialization in Ukraine: concept of national model]. Ekonomika promyslovosti – The Economy of Industry Journal, 2016, No. 3, pp. 5–32 [in Ukrainian].
2. Lazi H., Fettke P., Kemper H.-G., Feld T., Hoffmann M. Business & Information Systems Engineering, 2014, Vol. 6, No. 4, pp. 239–242.
3. Schwab Ê. The Fourth Industrial Revolution. What It Means and How to Respond. Foreign Affairs, 2015, 12 December.
4. Industrial Internet of Things: Cybermanufacturing Systems. S. Jeschke, C. Brecher, H. Song, D. Rawat (Åds.). Switzerland, Springer International Publishing, 2017.
5. Evans P., Annunziata M. Industrial Internet: Pushing the Boundaries of Minds and Machines. Fairfield, CT, General Electric Co., 2012.
6. Yin S., Kaynak O. Big Data for Modern Industry: Challenges and Trends. Proceedings of the IEEE, 2015, Vol. 103, No. 2, pp. 136–143.
7. Hu H., Wen Y., Chua T.-S., Li X. Towards scalable systems for big data analytics: A technology tutorial. IEEE Access, 2014, Vol. 2, pp. 652–687.
8. Baily M. N., Manyika J. Is Manufacturing “Cool” Again? Project Syndicate, 2013, available at: https://www.project-syndicate.org/commentary/skills-and-workers-in-the-new-age-of-manufacturing-by-martin-n--baily-and-james-manyika?barrier=accessreg.
9. Auschitzky E., Hammer M., Rajagopaul A. How big data can improve manufacturing. McKinsey & Company, 2014, available at: http://www.mckinsey.com/business-functions/operations/our-insights/how-big-data-can-improve-manufacturing.
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FINANCES. TAXES. CREDIT
UDC 336.74:336.711 (477)
L. M. R Y A B I N I N A,
Doctor of Econ. Sci.,
Professor of the Chair of Banking
Odessa National Economic University
© Ryabinina Lyudmyla Mykolaivna, 2017;
PROBLEMS OF THEORETICAL VALIDITY OF A NUMBER OF DEFINITIONS IN LEGISLATIVE AND REGULATORY DOCUMENTS ON BANKING
The article is devoted to the influence of legislative and regulatory documents on banking on the activities of domestic banks. A number of theoretically unjustified terms in these documents are highlighted; their improvement will contribute to further activities of domestic banks and the country’s socio-economic development. Relevance of the topic is the need to use irreproachable (from the point of view of theory and practice) legislative and normative fundamental documents, which directly affect the activities of domestic banks. Some steps are proposed to eliminate existing deficiencies in the Law of Ukraine "On the National Bank of Ukraine" (articles 6 and 7) and in regulatory documents on banking; the fallacy of the dual term “refinancing of banks”. The author considers it’s necessary: (i) to use the term "refinancing" only when repeated permanent financing the government by the banks of the country occurs, (ii) NBU loans, which he provides to banks as a lender of last resort, to be called loans to maintain the liquidity of banks, (iii) to bring NBU approaches, concerning the essence of the open currency position of the bank, in line with its scientifically sound and defined in article 1 of this Law essence, (iv) to adjust the methodology for calculating the individual and overall open currency position of the bank, (v) to resume the calculation of the overall open currency position in all currencies and banking metals, taking into account the sign, at the end of the working day, and (vi) to restore the limits of all types of open currency positions guided by the methodology for determining its types in the Law of Ukraine “On the National Bank of Ukraine”. After carrying out these activities, the legislative and regulatory acts, according to which the banking system of Ukraine operates, will contribute to the development of both the banking system and the country as a whole.
Keywords: central bank, economic category, functions and operations of the bank, refinancing of banks, refinancing rate, total open currency position of the bank (pp. 38–48).
1. Dzyublyuk O.V. Orhanizatsiya Groshovo-Kredytnykh Vidnosyn Suspil’stva v Umovakh Rynkovoho Reformuvannya Ekonomiky [Organization of Monetary Relations of Society in the Conditions of Market Reform of the Economy]. Kyiv, Poligrafknyha, 2000 [in Ukrainian].
2. Bregel’ E.Ya. Denezhnoe Obrashchenie i Kredit Kapitalisticheskikh Stran [Money Circulation and Credit in Capitalist Countries]. Moscow, Finansy, 1973 [in Russian].
3. Bukato V.I., Golovin Yu.V., L’vov Yu.I. Banki i Bankovskie Operatsii v Rossii [Banks and Banking Operations in Russia]. Moscow, Finansy i statistika, 2001 [in Russian].
4. Vovchak O.D., Rushchyshyn N.M., Andreikiv T.Ya. Kredyt i Bankivs’ka Sprava [Credit and Banking]. Kyiv, Znannya, 2008 [in Ukrainian].
5. Gal’chyns’kyi A.S. Teoriya Groshei [Theory of Money]. Kyiv, Osnovy, 1998 [in Ukrainian].
6. Finansy, Denezhnoe Obrashchenie, Kredit [Finance, Money Circulation, Credit]. L.A. Drobozina (Ed.). Moscow, PH “YuNITI”, 1997 [in Russian].
7. Makroekonomika [Macroeconomics]. M.I. Zveryakov (Ed.). Odesa, ONEU, 2016 [in Ukrainian].
8. Banki i Bankovskie Operatsii [Banks and Banking Operations]. E.F. Zhukov (Ed.). Moscow, Banks and Stock Exchanges, PH “YuNITI”, 1997 [in Russian].
9. Groshi ta Kredyt [Money and Credit]. B.S. Ivasiv (Ed.). Ternopil’, Kart-blansh, 2000 [in Ukrainian].
10. Miller R.L., VanHoose D.D. Sovremennye Den’gi i Bankovskoe Delo [Modern Money and Banking]. Moscow, INFRA-I, 2000 [in Russian].
11. Panchyshyn S. Makroekonomika [Macroeconomics]. Kyiv, Lybid’, 2001 [in Ukrainian].
12. Groshi ta Kredyt [Money and Credit]. M.I. Savluk (Ed.). Kyiv, KNEU, 2006 [in Ukrainian].
13. Dolan E.G., Campbell K.D., Campbell R.D. Den’gi, Bankovskoe Delo i Denezhno-Kreditnaya Politika [Money, Banking, and Monetary Policy]. Moscow – Leningrad, Profiko, 1991 [in Russian].
14. Mishchenko V.I., Krotyuk V.L. Tsentral’ni Banky: Orhanizatsiino-Pravovi Zasady [Central Banks: Organizational and Legal Framework]. Kyiv, Znannya, 2004 [in Ukrainian].
15. Sirota V., Skolotyanyi Yu. Åpokha Gontarevoi: gor’koe poslevkusie [Gontareva’s era: bitter aftertaste]. Zerkalo nedeli – Week’s Mirror, 2017, No. 14 (310) [in Russian].
O. V. K L Y M E N K O,
Chief specialist of the Analytical and Organizational Department of
the National Commission for the State Regulation of Financial Services Markets
© Klymenko Ol’ga Viktorivna, 2017;
SUSTAINABILITY AND STABILITY OF NON-BANKING FINANCIAL SERVICES MARKETS OF UKRAINE
The notion of “sustainability” and “stability” regarding the non-banking financial services markets from the standpoint of theoretical and methodological foundations is defined. The terms “stability” and “sustainability” in scientific and conceptual aspects characterize the ability of markets to function without changing the structure, preserve and reveal their properties over time, be in relative equilibrium, withstand the external impact of political, economic, financial and other factors.
It is shown that stability of these markets directly depends on the state of Ukrainian economy, GDP of the state, hryvnia exchange rate against the dollar, average wage and average pension. The patterns in the reaction of non-banking financial services markets to changes in these indicators of the state of the national economy are revealed.
For the first time correlation coefficients and regression equations between the capital of credit unions and contributions to deposit accounts, as well as the dependencies of assets on capital, have been calculated. The correlation coefficient between these indicators exceeds 0.9. It is identified that credit cooperation among other segments of the non-banking financial services markets is most sensitive to economic crises in the state, to the depreciation of currency. Over the past decade, the total assets and other financial indicators of insurance companies were changing to a lesser degree than those of credit unions. Dependencies between various financial performances of insurance companies are identified and regression equations and correlation coefficients are determined.
For the first time, in relation to the non-banking financial services markets, a concept of “transport delay” of response of their performance indicators to changes in the indicators of the financial and economic state of the state was introduced. Dependence of the financial performance of credit unions and insurance companies is represented by a time function of the argument, which is one of the financial indicators of the country's economic development (GDP, hryvnia rate, wages and pensions).
Keywords: finance, economy, non-banking financial services markets, peculiarities, development, sustainability, stability (pp. 49–64).
1. Kravchenko M.O. Formalizatsiya kontseptsii ekonomichnoi stiikosti pidpryemstva z pozytsii systemno-strukturnoi ekonomichnoi teorii [Formalization of the concept of the enterprise economic sustainability from the system-structural theory positions]. Ekonomika ta derzhava – Economy and the State, 2015, No. 12, pp. 31–34 [in Ukrainian].
2. Klymenko O.V. Rynky nebankivs’kykh finansovykh poslug Ukrainy v umovakh kryzovoho stanu ekonomiky [Markets of nonbank financial services of Ukraine under conditions of economy’s crisis state]. Ekonomika Ukrainy – Economy of Ukraine, 2016, No. 7, pp. 33–45 [in Ukrainian].
3. Klymenko O.V. Zakonomirnosti rozvytku rynkiv nebankivs’kykh finansovykh poslugv Ukraini [Patterns of development of non-bank financial services market in Ukraine]. Finansy Ukrainy – Finance of Ukraine, 2014, No. 6, pp. 80–94 [in Ukrainian].
V. S. P O H O R I E L O V,
Postgraduate, Chair of Finance
Kyiv National Economic University named after Vadym Hetman
© Pohorielov Vladyslav Serhiiovych, 2017;
ORGANIZATION OF INTERBUDGETARY FISCAL RELATIONS IN THE CONTEXT OF FISCAL DECENTRALIZATION
Organization of interbudgetary relations is aimed at providing opportunities for the realization by territorial communities their mandates and tasks. The article highlights the features of the organization of interbudgetary relations in the context of fiscal decentralization. The methods of comparison, generalization, systematization and synthesis are used to research known models of organization of interbudgetary relations as well as a graphical method for characterizing the fiscal decentralization as a component of the economic decentralization of interbudgetary relations was used. The basic difference of all components of economic decentralization of interbudgetary relations is identified: the scope of competences, rights and powers of the power vertical to make decisions as to whether a particular type of economic resources. The centralized, decentralized and mixed models of the organization of interbudgetary relations have been compared. A centralized model of interbudgetary relations (the budgetary system of the USSR, China and other unitary states) vividly expresses the concept of budgetary unitarism, which provides for the parity of ensuring the socio-economic interests of all levels of the power vertical and the unification of standards for the provision of public services within the entire territory of the state. A decentralized model of interbudgetary relations (budgetary system of the United States, Canada, Germany and other federal countries) focuses on local communities autonomy of contractual and legal nature from the central government as well as the delineation of fiscal and expenditure powers of territorial communities in accordance with the principle of subsidiarity. Known examples of mixed (hybrid) models of organization of interbudgetary relations (budgetary system of Ukraine) demonstrate the transition from a centralized to a decentralized model. Effective functioning of any model of organization of interbudgetary relations presupposes a clear delineation of powers between all levels of government in terms of expenditures, granting the fiscal resources (sufficient to exercise these powers) to appropriate levels of government as well as smoothing the vertical and horizontal imbalances with the help of a system of budget transfers to ensure a certain standard of public services throughout the country.
Keywords: budget federalism, interbudgetary relations, local self-governing, taxation, socio-economic development, territorial community, fiscal decentralization (pp. 64–73).
1. Derkach M.I. Modeli fiskal’noi detsentralizatsii krain svitu [Models of fiscal decentralization in the countries over the world]. Visnyk Dnipropetrovs’koho universytetu – Herald of the Dnepropetrovsk National University, 2012, Issue 6/3, pp. 3–10 [in Ukrainian].
2. Morozova E.A., Shakhvorostov I.S. Modeli organizatsii mezhbyudzhetnykh otnoshenii v zarubezhnykh stranakh i vozmozhnosti ikh ispol’zovaniya v Rossiyskoi Federatsii [The models of organization of inter-budget relations of foreign countries and possibilities of its application in Russian Federation]. Voprosy ekonomiki i prava – Economic and Law Issues, 2012, No. 6, pp. 162–166 [in Russian].
3. Balanyuk L.I. Byudzhetnyi federalizm u finansovii systemi derzhavy [Fiscal federalism in the financial sector of a state]. Ekonomichni studii – Economic studies, 2014, No. 4, pp. 16–18 [in Ukrainian].
4. Gaman M.V. Mekhanizm formuvannya finansovykh resursiv rehionu [The mechanism of formation of financial resources of the region]. Visnyk AMSU – Bulletin of the UAC, 2013, No. 2, pp.126–131 [in Ukrainian].
5. Izyumska V.A. Teoretychna model’ systemy upravlinnya mizhbyudzhetnymy vidnosynamy v Ukraini [Theoretical models of intergovernmental fiscal relations control system in Ukraine]. Visnyk ONU imeni I.I. Mechnykova – Odesa National University Herald, 2014, Issue 2/5, Vol. 19, pp. 130–134 [in Ukrainian].
6. Kulchyts’kyi M.I. Mizhbyudzhetni Vidnosyny v Ekonomichnii Systemi Ukrainy [Intergovernmental Fiscal Relations in the Economic System of Ukraine]. Lviv, Ivan Franko National University of Lviv, 2015 [in Ukrainian].
7. Kulchyts’kyi M.I. Teoretyko-metodolohichni osnovy mizhbyudzhetnykh vidnosyn: problemy, tendentsii ta perspektyvy rozvytku [Theoretical and methodological basis of intergovernmental fiscal relations: challenges, trends and prospects]. BiznesInform – BusinessInform, 2015, No. 6, pp. 174–181 [in Ukrainian].
8. Treshchov M.M. Detsentralizatsiya yak zasib resursnoi samodostatnosti terytorial’nykh gromad: teoretychnyi aspekt [Decentralization as a means of resource self-sufficiency of local communities: theoretical aspects]. Derzhavne upravlinnya ta mistseve samovryaduvannya – Public Administration and Local Self-Government, 2015, Issue 2, pp. 60–69 [in Ukrainian].
9. Barbashova N.V. Detsentralizatsiya upravlinnya ekolohichnoyu sferoyu: stan ta perspektyvy rozvytku [Decentralization of environmental management: state and development prospects]. Derzhava i pravo – State and Law, 2014, Issue 64, pp. 291–297 [in Ukrainian].
10. Volokhova I.S. Mizhbyudzhetni Vidnosyny v Ukraini: Suchasnyi Stan ta Perspektyvy Rozvytku [Intergovernmental Fiscal Relations in Ukraine: Current State and Prospects of Development]. Odesa, Atlant, 2010 [in Ukrainian].
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QUESTIONS OF THE DEVELOPMENT OF AIC
V. A. K O L O D I I C H U K,
Associate Professor, Doctor of Econ. Sci.,
Head of the Department of Management named after Professor E. Khraplyvy,
©Kolodiichuk Volodymyr Anatoliiovych, 2017;
e-mail : V-A-K@ukr.net
I. B. Y A T S I V,
Associate Professo,r Doctor of Econ. Sci., Vice-rector for Research
Lviv National Agrarian University
©Yatsiv Ihor Bohdanovych,2017;
PROSPECTS FOR DEVELOPMENT OF THE GRAIN PRODUCTS SUBCOMPLEX OF THE AIC OF UKRAINE UNDER CONDITIONS OF UNIFICATION OF INTERNATIONAL LOGISTICS STANDARDS
Integration of the grain products subcomplex of the Ukrainian AIC into the world logistics systems is an important condition for the successful development of the national economy. One of problematic issues of this process in the context of unification of the logistics standards of the world economy is to ensure compliance of national and international parameters of grain and products of its processing.
The purpose of the article is to identify and substantiate effective directions for further integration of grain products subcomplex of the AIC of Ukraine into world logistics systems.
Reserves for increasing the efficiency of logistics activities associated with the degree of integration of grain products subcomplex of the Ukrainian AIC into world logistics systems are proposed to be divided into three directions: (i) conformity of grain and products of its processing with international quality standards, (ii) consistency of technical and technological parameters of the movement of material flows of logistics systems, and (iii) structural integration of institutional elements of the subcomplex into the global environment.
To integrate the national logistics of grain flows into global logistics systems and international institutional environment, it is necessary to agree technical and technological parameters of machines and equipment as well as automated material management systems. One should more actively use the progressive method of container transportation of grain. Unification of logistics standards of the world economy, as a key requirement of global
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