跳到主要內容

臺灣博碩士論文加值系統

(44.211.31.134) 您好!臺灣時間:2024/07/23 07:44
字體大小: 字級放大   字級縮小   預設字形  
回查詢結果 :::

詳目顯示

我願授權國圖
: 
twitterline
研究生:葉榮造
研究生(外文):Rong-Tzaw Yeh
論文名稱:國際收支統計之編製及相關問題之研究
論文名稱(外文):On Balance of Payments Compilation and its Related Issues
指導教授:李賢源李賢源引用關係
指導教授(外文):Shyan-Yuan Lee
學位類別:碩士
校院名稱:國立臺灣大學
系所名稱:財務金融學研究所
學門:商業及管理學門
學類:財務金融學類
論文種類:學術論文
論文出版年:2004
畢業學年度:92
語文別:中文
論文頁數:180
中文關鍵詞:國際投資部位順差金融帳均衡資本帳經常帳國際收支
外文關鍵詞:Current accountBalance of Payments (BOP)equilibriliumsurplusCapital accountFinancial accountInternational investment position (IIP)
相關次數:
  • 被引用被引用:2
  • 點閱點閱:395
  • 評分評分:
  • 下載下載:0
  • 收藏至我的研究室書目清單書目收藏:1
國際收支統計係一國對外經濟交易的有系統紀錄。我國台灣地區的國際收支統計自1958年即已開始編製。斯時主要目的為提供國際貨幣基金(International Monetary Fund),遠礄玊痚磟偽篕痝f幣基金的會員國,而依國際貨幣基金協定(Articles of Agreement of The International Monetary Fund)第八條第五款規定,提供國際收支統計為會員國應盡義務之一。1979年我國雖然退出國際貨幣基金,惟為期我國國際收支統計仍能為國內外各界取得及應用,我國中央銀行仍繼續編製該項統計並對外提供。
國際收支統計具有重要的弁遄A由國際收支統計可以瞭解一國全盤的對外經濟金融活動及其對國內經濟金融的影響,因此為制定經貿金融政策及對外匯率談判的重要依據;而且為國民所得統計及資金流量統計對外交易帳之資料來源。
國際收支若長期失衡,可能有導致金融危機之虞,有關失衡之衡量及失衡調整之方法及理論則有多種。
隨著經濟金融國際化與自由化之推展,對外交易的類型與工具日益增多,國際間資金移動益見頻繁,可以提供對外交易全貌及分析國內與國際經濟關聯性之國際收支統計,日益受到各界之重視及應用。
1990年代中期以來,由於國際金融危機頻頻出現,促使國際金融組織與各國央行開始深入探討全球金融情勢惡化的徵兆與指標問題。由於全球金融體系的複雜性,單一指標無法用以評估金融體系是否穩定,而必須多方面思考建構金融體系健全性的完整面向。為防範金融危機的發生,國際金融組織近年來積極從事強化國際金融統計工作,如世界銀行強化「外債統計」,國際清算銀行增編「銀行國際債權債務統計」,國際貨幣基金增編「國際投資部位統計」及訂定「統計資料揭露標準」。
我國中央銀行為配合國際金融統計潮流及因應國際金融組織要求及自我要求,近年來亦陸續增編與對外交易有密切關係之統計,如外債統計、銀行國際債權債務統計,均附載於「國際收支平衡表季報」(BALANCE OF PAYMENTS QUARTERLY),此外亦已試編完成「國際投資部位統計」。
本研究從國際收支之基本概念、項目內容及編製方法等之介紹入手,進而探討國際收支失衡之意義、衡量以及失衡之調整,再研析對外交易對經濟金融之影響以及與國民所得間之關係,最後則介紹國際金融統計之新發展,期望給讀者對國際收支有完整的認識。
The balance of payments is a systematic record of economic transactions between residents of one country and residents of the rest of the world for a given period of time. The Central Bank of China has compiled balance of payments statistics for the Taiwan district since the 1950s. As a member country of the International Monetary Fund (IMF), Taiwan was required to furnish the IMF with balance of payments data in accordance with the Articles of Agreement of the International Monetary Fund (Article VIII, Section 5). Although Taiwan has not been a member country of the IMF since 1979, the Central Bank of China has continued to compile and publish balance of payments. The balance of payments plays an important role in macroeconomic policy and exchange rate determination, as it offers comprehensive information to assess an economy’s financial relations with the rest of the world. In addition, the balance of payments can be used in compiling national income statistics and flow of funds statistics. Long-term disequilibrium in the balance of payments could induce a financial crisis. There are various methods and theories relevant to measuring disequilibrium in the balance of payments and adjustment
mechanisms. Increasing globalization and financial deregulation have lead to an increase in the volume of cross-board capital movements, and global financial products and transactions have accordingly become both more plentiful and sophisticated. Since the balance of payments records international transactions and presents the relationship between one country and the rest of the world, the demand for balance of payments has increased more than ever before. Since the mid 1990s, following a series of international financial crises, many international financial organizations and central banks have been intensively investigating the signs and indicators pertinent to a deterioration in the global financial situation. Due to the complexity of the global financial system, there is no single indicator that can be used to gauge whether a financial system is stable. Instead there is an extensive range of concepts that need to be taken into account to get a general picture of the soundness of a financial system. To prevent a recurrence of financial crises, international financial organizations have been actively working on strengthening international financial statistics. For instance, the World Bank has strengthened the compilation of External Debt Statistics and the Bank for International Settlements has additionally compiled Bank’s International Assets and Liabilities Statistics. Additionally, the IMF has compiled International Investment Position (IIP) statistics and established the Special Data Dissemination Standard (SDDS). In order to meet the requirements of international financial organizations, and with the intention of aligning external statistics more closely with the international standards, the Central Bank of China has compiled a broader range of external financial statistics such as external debt statistics, bank’s international assets and liabilities statistics, which both are annexed to the Balance of Payments Quarterly. In addition, the Bank has compiled international investment position statistics.
To provide readers with a better understanding of the balance of payments, this study is organized as follows. Firstly, it gives a brief introduction of the basic concepts, components and compilation methods of the balance of payments. Secondly, it describes the meaning of disequilibrium in the balance of payments, the ways of measuring the disequilibrium and the mechanism of adjustment to disequilibrium. Then, it addresses the impact of external transactions on macroeconomics and investigates the relationship between external transactions and national income. Finally, it describes new developments in international financial statistics.
第壹章 緒論 1
第一節 研究動機 1
第二節 研究目的 2
第三節 研究方法 3
第四節 研究架構(流程) 4
第貳章 基本概念 9
第一節 國際收支之定義 9
第二節 居民之定義 9
第三節 國際收支統計之弁?13
第四節 借貸法則(複式記帳制、複式簿記原理) 13
第五節 記載時間的原則 17
第六節 國際收支統計與各種統計之關係 19
第參章 國際收支帳的分類與主要項目及說明 20
第一節 國際收支手冊版本之演進 20
第二節 國際收支平衡表的主要項目及內容 26
第三節 國際收支平衡表記載事項之實例 39
第肆章 我國國際收支統計之編製程序 44
第一節 沿革與演進 44
第二節 編製準則 47
第三節 資料來源 47
第四節 編製過程 47
第五節 資料發布、刊印與查詢 48
第六節 撰寫國際收支報告 49
第七節 國際收支新聞稿(轉載) 49
第伍章 國際收支之衡量 51
第一節 國際收支的各種餘額 51
第二節 第五版與第三版國際收支手冊國際收支綜合餘額之優劣比較 55
第陸章 國際收支失衡之調整 59
第一節 國際收支失衡的調整方式 59
第二節 國際收支失衡調整之理論 62
第三節 匯率制度與國際收支調整 78
第四節 1981年以來的我國國際收支概況及調整方式 81
第柒章 國際收支交易對於經濟金融的影響 100
第捌章 國際收支與國民所得 104
第一節 國際收支之經常帳構成國民所得之一部份 104
第二節 國外需求對經濟成長之貢獻率 105
第三節 主計處國民所得「對外交易帳」與中央銀行「國際收支帳」之關係 107
第四節 經常帳餘額與政府預算盈餘 108
第五節 國內全體部門之資金剩餘與國際收支之關係 113
第玖章 國際金融統計之發展與我國之呼應 115
第一節 國際金融組織強化國際金融統計及資訊揭露之背景 115
第二節 國際組織金融統計之發展現況 116
第三節 近年來我國中央銀行對上述發展之呼應 129
第四節 我國未來國際金融統計之發展方向 136
第拾章 國際投資部位統計(IIP) 139
第一節 國際投資部位表之定義 139
第二節 BOP與IIP之異同 139
第三節 IIP的計價原則 141
第四節 我國IIP之編製情況 142
第五節 我國IIP之編製方法 143
第六節 主要國家IIP與BOP之比較 146
第七節 IIP之應用 146
第拾壹章 使用國際收支統計容易混淆的問題 148
第一節 國際收支統計之出進口與通關統計之出進口有何不同? 148
第二節 國際收支統計與外匯交易統計有何差異? 150
第三節 國際收支統計的中央銀行外匯資產變動數與金融統計月報所載之外匯存底變動數為何不同? 152
第四節 國際收支平衡表係記載居民與非居民間之全部經濟交易,是否居民就是本國人,非居民就是外國人? 154
第五節 國際金融業務分行(OBU)是居民嗎? 154
第六節 「誤差與遺漏」淨額所含之意義,其合理之水準是多少? 156
第七節 在台外籍人士匯出款項贍養其國外親友在國際收支如何列帳? 157
第拾貳章 結論與建議 157
第一節 結論 157
第二節 建議 159
【附錄】 164
參考文獻 173
中文部分
1.中央銀行經濟研究處,“中華民國台灣地區國際收支平衡表”各期。
2.李榮謙(1997),「國際貨幣與金融」,智勝文化事業有限公司。
3.吳懿娟(2003),「我國金融危機預警系統之研究」,中央銀行季刊,第二十五卷第三期,2003年9月。
4.周宜魁(1999),“國際金融(第三版)”,三民書局。
5.林鐘雄(1990),“貨幣銀行學(第六版)”,三民書局。
6.倪成彬(1971),「國際貿易論」,中國經濟月刊社。
7.康信鴻(1994),「國際金融理論與實際」,三民書局。
8.梁發進(1991),“貨幣理論與政策”,華泰書局。
9.彭淮南(1988),「國際收支與外匯」,金融業在職人員聯合研究班講義,1988年5月。
10.程玉秀(1993),「國際收支的認識與運用」,中央銀行季刊,第十五卷第一期,1993年3月。
11.程玉秀(1996)摘譯,「新版(第五版)國際收支手冊簡介」,中央銀行經濟研究處,1996年6月。
12.葉榮造(1988),“美國國際收支統計之編製”,國際金融參考資料第二十六輯,中央銀行經濟研究處,1988年10月。
13.葉榮造(1994),“國際收支統計之編製”,中央銀行季刊,第十六卷第四期,1994年12月。
14.廖俊男(2002),「國際金融統計之發展趨勢暨我國央行配合進行之統計興革」,中央銀行季刊,第二十四卷第一期,民國2002年3月。
15.歐陽勛、黃仁德(1993),「國際金融理論與制度(增訂新版)」,三民書局。
16.鄭正敏(1986),「淺論國際收支」,台北市銀月刊,第十七卷第七期,1986年7月。
17.蕭美珠、蔡美芬(1995),「我國國際收支管理報告」,中央銀行,1995年6月。



英文部分
1.Alexander, S. (1952), “Effect Of A Devaluation On A Trade Balance,” IMF Staff Papers, Vol.2, April 1952.
2.Alves, John (1979), “The Balance of Payments: A Glossary of Terms in Accord with the Practice of the International Monetary Fund,” International Monetary Fund.
3.Chacholiades, Miltiades (1978), “International Monetary Theory And Policy,” Aldine Publishing Company.
4.Chipman, John S. and Kindleberger Charles P. (1980), “Flexible Exchange Rates And The Balance Of Payments: Essays In Memory of Egon Sohmen,” North-Holland Pub.Co.
5.Cohen, B.J.(1969), “Balance of Payments Policy,” Penguin Education.
6.Deane, R.S., And White, B.D. (1982), “Some Issues of Balance of Payments Policy,” Research Paper No 35, July 1982, Reserve Bank of New Zealand.
7.Fatemi, Nasrollah S. (1974), “Problem Of Balance Of Payment And Trade,” Fairleigh Dickinson University Press.
8.Fieleke, Norman S. (1985), “what Is the Balance of Payments? ” Federal Reserve Bank of Boston, August 1985.
9.Frenkel, Jacob A. And Harry, G. Johnson (1976), “The Monstary Approach To The Balance Of Payments,” University Of Toronto Press.
10.Gray, H. Peter (1974), “An Aggregate Theory of International Payments Adjustment,” Macmillan.
11.Haves, Alfred (1975), “Emerging Arrangements in International Payments, Public and Private,” August 1975, IMF.
12.Huang, Beoy Kui (1993), “Balance of Payments Policy,” SEACEN.
13.Humphrey, Thomas M. And Keleher, Robert E. (1982), “The Monetary Approach To The Balance Of Payments, Exchange Rates, And World Inflation,” Praeger.
14.Hung, Juann (1991), “Are Exchange Rates Misaligned or Excessively Volatile? An Intertemporal Balance of Payments Equilibrium Approach,” Federal Reserve Bank of New York.
15.Hussin, Awang Adek (1993), “Coordination Of Monetary, Fiscal And Balance Of Payments Policies,” SEACEN.
16.Husted, Steven, and Melvin, Michael (1995), “International Economics, Third Edition,” Harper Collins College Publishers.
17.IMF (1969), “Balance Of Payments, Concepts and Definitions, Second Edition,” IMF.
18.IMF (1995), “Balance of Payments Textbook.” Statistics Department, IMF March 1995.
19.IMF (2002), “International Investment Position, A Guide to Data Sources,” October 2002.
20.IMF, “Balance Of Payments Manual,” Third Edition, 1961; Fourth Edition, 1977; Fifth Edition, 1993.
21.IMF, “Balance Of Payments Yearbook,” Various Issues.
22.Kemp, Donald S. (1975), “A Monetary View of the Balance of Payments,” Federal Reserve Bank of ST. Louis, April 1975.
23.Krugman, Paul R. (1991), “Has The Adjuetment Process Worked?” Institute for International Economics.
24.Kyle, John F. (1976), “The Balance of Payments In A Monetary Economy,” Princeton University Press.
25.Magee, S. P. (1973), “Currency, pass-through, and Devaluation,” Brooking Papers on Economic activity, No.1, 1973.
26.Marquez, Jaime (1990), “Bilateral Trade Elasticities,” Review Of Economics And Statistics, Vol.72, No.1, Feb.1990.
27.Martin, John P. And Smith, Alasdair (1997), “Trade & Payments Adjmtment Under Flexible Exchange Rates,” The Macmillan Press Ltd.,
28.Meade, J.E. (1951), “Balance of Payments Management Supplement,” Oxford University Press.
29.Members of Staff of the IMF. (1977), “The Monetary Approach To The Balance Of Payments,” IMF.
30.Metzler, L.A. (1963), “Theory of International Trade,” in Survey of Contenporary Economics, H.S Ellis.
31.Miles, Marc A. (1978), “Devaluation, The Trade Balance And Balance Of Payments,” Marcel Dekker, Inc.
32.NBER Working Paper No. 2424, “Exchange Rates And The Balance Of Payments.”
33.OECD (1966), “The Balance Of Payments Adjustment Process,” OECD.
34.OECD (1971), “Trade Measures And Adjustment Of The Balance Of Payments: An Analysis Of Measures And Their Effects,” OECD.
35.Polak, Jacques J. (2001), “The Two Monetary Approaches To The Balance Of Payments: Keynesian and Johnsonian,” IMF.
36.Robinson, J. (1949), “The Foreign Exchange” in Reading in the Theory of Employment, Oxford.
37.Poul, Host-medsen (1967), “Balance Of Payments: Its Meaning And Uses,” International Monetary Fund.
38.SEACEN, (1995), “Balance of Payments Management,” SEACEN.
39.Simpson, S.J. And Lawson, K.H. (1969), “The Balance Of Payments,” Pergamon Press.
40.Stern, Robert M. (1973), “The Balance Of Payments: Theory And Economic Policy,” Aldine Pub.Co.
41.Taylor, Mark P. (1990), “The Balance Of Payments: New Perspectives On Open-economy Macroeconomics,” Edward Elgar.
42.Thirlwall, A. P. (1980), “Balance of Payments Theory And The United Kingdom Experience,” Macmillan.
43.Wasserman, Max J., Hultman Charles W. And Zsoldos, Laszlo, (1963), “International Finance, ”Simmons-Boardman Publishing Corporation.
44.Wasserman, Max J.And Ware, Ray M. (1965), “The Balance Of Payments: History, Methodology, Theory,” Simmons-Boardman Pub.
QRCODE
 
 
 
 
 
                                                                                                                                                                                                                                                                                                                                                                                                               
第一頁 上一頁 下一頁 最後一頁 top