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                <text>Znanje o Evropskoj uniji - uloga bosanskohercegovačkih medija u procesu euroatlantskih integracija</text>
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                <text>ŠLJIVA GRBO, Amila</text>
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                <text>Najaktualnija tema danas u Bosni i Hercegovini jeste demokratizacija kao sastavnica širokog spektra tranzicije društva i njegovog priključivanja Evropskoj uniji. Februarski događaji 2014. godine upozorili su i ukazali na zastoj u procesu tranzicije, čije su posljedice kako ekonomske, tako i političke svjedočanstvo duboke društvene krize koja se manifestira, prije svega, u činjenici ugroženosti egzistencijalnih i drugih ljudskih prava širokih slojeva građana. Kriza potvrđuje da su i mediji u sporom procesu izgradnje sopstvene neovisnosti i profesionalnog djelovanja (dakle tranzicija ka slobodnim medijima) doprinijeli produbljivanju krize time što su nedovoljno širili znanje o Evropskoj uniji i njenim pravilima čijom se implementacijom postupno osiguravaju pripreme za pristup najprije pregovorima, a potom i protokolu pristupanja u njeno članstvo. Budući da je obim aktivnosti, koje svojim standardima Evropa nalaže potencijalnim kandidatima kao i dinamika priprema za pregovore odložena na duži rok otvoren je prostor deformacijama u sferi vlasti (na svim nivoima). Tako je etno-nacionalizam i dalje najvažniji ideološki argument u kreiranju politike. Stoga ovu temu valja promišljati upravo u njenom kompleksnom značenju uz akcentiranje upravo uloge medija u prevladavanju krize u cilju povratka bosanskohercegovačkog društva na put demokratizacije i priprema za evroatlantske integracije. Zato će predmet našeg izlaganja biti vezan upravo za tu urgentnu potrebu akceptiranja obaveza i prioriteta u procesu dalje orijentacije Bosne i Hercegovine ka Evropskoj uniji. Preciznije, valja podsjetiti na elementarne obaveze, koje je u svom odnosu prema Bosni i Hercegovini i drugim potencijalnim članicama naložila Evropska unija svojim dokumentima, odlukama i uputstvima i to uporediti sa opsegom izvršenih obaveza, kako bi se upozorilo na potrebu osposobljavanja samih medija (kako javnih, tako i komercijalnih) na nužni minimum obaveza u procesu podrške, prije svega, vrijednostima razvijenih evropskih društava i izgradnji političke kulture i svijesti o važnosti strategije razvoja koje podržava demokratska Evropa. U tu svrhu nužno je ocijeniti da su aktuelni protesti socijalne naravi (uz sve propuste koji su se 7. februara dogodili i koji se moraju kritizirati i odbaciti) novo iskustvo, koje može potaknuti dalju tranziciju medija i njihovo uključenje u kampanju za osiguranje elementarnih uvjeta za pristup Evropskoj uniji.</text>
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                <text>Pravni fakultet Univerziteta u Bihaću i Centar za društvena istraživanja Internacionalnog Burč univerziteta</text>
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                <text>2014</text>
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                <text>Međunarodni i regionalni pravni okvir  za sprječavanje radnog  iskorištavanja radnika migranata</text>
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                <text>ŠPADINA, Helga</text>
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                <text>U kontekstu kontinuiranog povećanja radnih migracija i paralelnog razvoja međunarodnog i regionalnog migracijskog prava, posebna se pažnja posvećuje pravnoj zaštiti radnika migranata koji su zbog prirode svog posla i/ili boravišnog statusa u državi zaposlenja izloženi povećanoj mogućnosti uskraćivanja radnih i temeljnih ljudskih prava. Brojni izvještaji međunarodnih i regionalnih organizacija za zaštitu ljudskih prava nazivaju iskorištavanje rada migranata „suvremenim oblicima ropstva.“ Stoga je Vijeće Europe usvojilo čitav niz pravnih instrumenata kojima je svrha iskorjenjivanje ropskog rada migranata. I Europski sud za ljudska prava vrlo jasno postavlja standarde zabrane radnog i drugog iskorištavanja, neovisno o boravišnom statusu migranata. Usvajanje najnovijih instrumenata zajedničke europske migracijske politike ukazuje da EU poduzima određene korake u smjeru poboljšanja pravne zaštite sezonskih radnika migranata. U radu se analiza međunarodni i regionalni pravni okvir i sudska praksa Europskog suda za ljudska prava u području sprječavanja suvremenih oblika ropskog rada radnika migranata.</text>
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                <text>Pravni fakultet Univerziteta u Bihaću i Centar za društvena istraživanja Internacionalnog Burč univerziteta</text>
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                <text>2014</text>
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                <text>DERIVATIVE AND STYLISTIC FEATURES OF VERBS OF WORDS OF PERSIAN ORIGIN IN THE BOSNIAN LANGUAGE</text>
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                <text>Šehović, Amela
Haverić, Đenita</text>
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                <text>The Bosnian language contains a number of words of Persian origin, mainly received through Turkish as the relay language during the Ottoman rule in Bosnia and Herzegovina. Today, these words are mainly part of the passive lexis of modern Bosnian, mainly caused by the disappearance of notions and phenomena they denote, but also caused by their replacement with other forms. However, quite a number of these lexemes appear in conversational Bosnian, where they are used for the purpose of greater expressive force. The most frequent of them are nouns, followed by adjectives and verbs – parts of speech that carry the largest amount of information.     This paper will focus on verbs derived from words of Persian origin, usually nouns. This is no surprise in light of the fact that in terms of loanwords, nouns are always the most numerous. This can be explained by the function of nouns, to name phenomena and objects, both the ones that do not have adequate local equivalents, and the ones that do have local equivalents, but those equivalents are for some reason less prestigious and tend to be replaced with a borrowed noun. Since Persian loanwords are no longer entering our language, under the influence of different factors, the corpus of this research comprises dictionaries of modern Bosnian language. Namely, we thought that such lexicographical sources present a reliable source for a derivation and style-based analysis of verbs in Bosnian. However, in light of the fact that the root of such verbs is of Persian origin, in order to determine their origin and semantics, we consulted dictionaries of the Persian language. Still they were used as an auxiliary tool in this derivation and stylefocused analysis of verbs in the lexical stock of the Bosnian language.</text>
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                <text>LEXICAL AVAILABILITY AND L2 VOCABULARY ACQUISITION</text>
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                <text>Šifrar Kalan, Marjana</text>
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                <text>Vocabulary research has followed a different path in English and in Spanish applied linguistics. Spanish applied linguistics has paid more attention to available lexicons of speakers than to word frequency. The measure of lexical availability combines the frequency at which a word is produced as a member of a semantic category (e.g. dog in category Animals) and the position in the list of associations provided by a group of individuals. It focuses on the words retrieved by speakers in response prompts (word stimulus) related to daily situations.    This paper intends to present some of the aspects of lexical availability research which are interesting for L2 vocabulary acquisition. It attempts to show the potential of lexical availability research as an alternate approach for vocabulary planning (the use of L1 lexical availability measures to select the teaching vocabulary for L2) as well as the study of some psycholinguistic aspects of  vocabulary acquisition, such as the organization of learners' mental lexicons, the similarities and the differences between response patterns, the kind of semantic associations that learners activate in response to prompts (semantic categories), the consideration of the most available words obtained by lexical availability research as semantic prototypes. Likewise, the study of learners' lexical availability can uncover sociolinguistic and cultural issues. Furthermore this paper wishes to inspire language researchers other than Spanish to apply this methodology to different languages.    All these aspects are hereby presented on the basis of  the Slovene learners' available lexicons in Spanish as L2 (N=200) (Šifrar Kalan, 2009; 2012; 2014b) and English as L2 (N=20) (Šifrar Kalan, 2014a).     Keywords: foreign languages, vocabulary acquisition, lexical availability, word associations</text>
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                <text>METAPHORS WE RULE BY: THE COGNITIVE DIMENSION OF THE POLITICAL LANGUAGE OF THE USA AND  BOSNIA AND HERZEGOVINA</text>
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                <text>Škrgić, Ilhana</text>
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                <text>At the root of the American liberal-conservative political fracture lies language – particularly, figurative language with its richness of metaphorical expressions which strongly mark the global political communication. From Aristotle’s playing with the rhetoric, through Nietzsche’s definition of truth as “a mobile army of metaphors”, all the way to the Conceptual Metaphor Theory made popular by Lakoff and Johnson, metaphor has always been discovered as a powerful linguistic tool in the hands of the political elite.     In the modern political language of the United States one can distinguish very interesting and effective metaphorical models, such as POLITICS IS WAR, POLITICS IS A SHOW, NATION IS A LEADER, etc. Mental concepts which are part of a set of metaphorical models based on antonymy, and which are hidden behind two opposing approaches to morality (the “Strict Father” and “Nurturant Parent” models) reveal structural differences in conceptual metaphors used by American liberals and conservatives for decades. As the first total implementation of cognitive science to politics, “Lakoffian” research of public discourse connects topics such as different and opposing moral systems, discourse issues, metaphors of intimidation, coherent ideologies and their non-existence, etc. By masterfully replacing one conceptual domain with another, skillful speakers manage to form individual concepts of the voting body in their favor, gaining with it full support of the citizen majority and consequent political supremacy. In layman’s terms, conceptual metaphors help them shape the truth in the mind of the public according to the desired model. This is especially evident in the duality of American politics at the end of the 20th and the beginning of the 21st century.      However, where in the domain of metaphor usage do the political currents in Bosnia and Herzegovina stand and what kind of mental concepts are behind their everyday interaction? By following the cognitive research of the American politics, this research tries to implement its discoveries on the modern political discourse in Bosnia and Herzegovina.</text>
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                <text>2014</text>
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                <text>COMPARISON OF MEDIEVAL AND MODERN  METAPHORICAL CONCEPTS</text>
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                <text>Štrmelj, Lidija</text>
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                <text>This article aims to study emotion metaphors found in selected Chaucer’s Canterbury Tales and  compare them with conventional modern metaphors from current dictionaries and other sources, in order  to find out whether medieval emotional metaphorical concepts have survived up to the present-day, and if  yes, what changes can be perceived in them. The study is based on the cognitive theory of metaphor, as  developed by Lakoff and Johnson in “Metaphors We Live By”.</text>
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                    <text>ИМПЛИКАЦИЈЕ ПДЛУКА МЕХАНИЗАМА ПДЛУЧИВАОА И
ФУНКЦИПНИСАОА ЕУ НА БиХ
мр Стеван Дакић
Еврппски дефендплпгија центар Баоа Лука

мр Предраг Пбренпвић
Еврппски дефендплпгија центар Баоа Лука

Апстракт:

У раду се гпвпри п ппследицама
дпнијетих пдлука
механизама пдлучиваоа и
функципнисаоа пргана Еврппске Уније а ппсебнп п
мпгућим штетним ппследицама на Бпсну и
Херцегпвину пп чланству у пву регипналну
прганизацију Овп је један пд ппкушаја надам се не и
безуспјешан кап мнпги раније приказиваоа и
ствараоа слике п мпгућим превасхпднп штетним
ппследицама пп БиХ дпнијетих пдлука и механизмима
пдлучиваоа у ЕУ у кпнтексту механизама пдлучиваоа
у Бпсни и Херцегпвини а превасхпднп пне кпји би били
у супрптнпсти са интересима кпнститутивних
нарпда у БиХ Оснпвнп је питаое да ли ћемп мпћи
пдгпвприти слпженим захтјевима и механизмима
пдлучиваоа у ЕУ пбзирпм на јпш слпженије у БиХ

Кључне ријечи:
Еврппска Унија,
механизми
пдлучиваоа,
функципнисаое ЕУ

�Стеван Дакић Предраг Обреновић

�ИМПЛИКАЦИЈЕ ПДЛУКА, МЕХАНИЗАМА ПДЛУЧИВАОА
И ФУНКЦИПНИСАОА ЕУ НА БиХ

УВПД
У дпсадащопј теприји и пракси када се гпвпри п Еврппскпј Унији ЕУ увјек
се гпвпри у суперлативу пднпснп п ппзитивним импликацијама кпје се дещавају
када једна држава ппстане пунпправна шланица Затп кап пплазну хипптезу за
израду пвпг рада узели смп већ усвпјене пдлуке те механизме пдлушиваоа и
функципнисаоа ЕУ за кпје сматрамп да мпгу имати щтетан ппшетни утицај на већи
дип друщтвенпг живпта у БиХ те да ће бити маргинализпван утицај БиХ кап мале
земље на дпнпщеое пдлука и функципнисаое ЕУ щтп указује на пптребу
пзбиљних предприпрема и припрема БиХ за перипд будућег шланства у ЕУ
Ппсебна пажоа у пвпм раду ће бити усмјерена према мпгућим
негативним ппследицама у прпцесу пдлушиваоа и функципнисаоа кпје дпнпси
шланствп у ЕУ са псвртпм на щире ппследице тих негативнпсти
Другим ријешима у кпнтексту шланства БиХ у ЕУ пвај рад ће ппнудити
приказ дијела прпцедура дпнпщеоа пдлука на нивпу ЕУ те примарнп мпгуће
негативнпсти кпје би се мпгле пдразити на БиХ услед неприпремљенпсти нащих
унутращоих слабпсти и једнпставнп мпгућнпсти да не будемп мпгли испуоавати
преузете пбавезе збпг слпженпсти механизама пдлушиваоа и функципнисаоа у
БиХ
Механизми пдлушиваоа и функципнисаоа ЕУ су пд ппсебнпг знашаја за
БиХ из разлпга и пптребе истраживаоа пвпг прпблема какп би се предупредиле
или смаоиле мпгуће щтетне ппследице пунпправнпг шланства БиХ у ЕУ јер ппстпји
бпјазан да ли ћемп уппщте мпћи пдгпвприти пвим пбавезама а за нас и
изазпвима пбзирпм да и сами у БиХ имамп изузетнп пунп прпблема кпд
дпнпщеоа пдлука пдлушиваоа и функципнисаоа билп закпнпдавне или пргана
изврщне и судске власти
Акп буде дпбрп лакп ће се нарпди БиХ навићи на оега али акп укупнп
стаое буде гпре пд садащоег пнда ће знашити да је академска заједница
сапдгпвпрна са пплитишким елитама затп щтп није имала превизију и визију нащег
дпбра или зла у ЕУ

Пдлучиваое у Савјету министара ЕУ према актуелнпм Угпвпру из
Лисабпна
Анализирајући прпцесе дпнпщеоа пдлука на нивп ЕУ закљушујемп да се
већина пдлука дпнпси ппступкпм сапдлушиваоа између Еврппскпг парламента и
Савјета министара Еврппске уније у кпјима ће БиХ када ппстане шланица имати

�Стеван Дакић Предраг Обреновић

свпје представнике Такпђе ппсебнп знашајну улпгу пкп предлагаоа и правних
иницијатива има Кпмисија ЕУ кпја ппстпји кап изврщни прган да би независнп
заступала ЕУ Кпмисија ЕУ прпвпди пплитике ЕУ пбезбјеђује изврщеое бучета
управља прпграмима ЕУ представља ЕУ у међунарпдним пднпсима и кпнтрплище
примјену угпвпра на прпписан нашин
Савјет министара Еврппске уније је дп сада бип централни закпнпдавни
прган у вепма слпженпм прпцесу дпнпщеоа пдлука у пквиру пве регипналне
прганизације сада већ правнпг лица скпрп супердржаве кпнфедералнп
федералнпг типа Прпцес пдлушиваоа на нивпу ЕУ се развип пд једнпгласнпг
пдлушиваоа кпји је са интегративним прпцесима унутар ЕУ у већини слушајева
замијеоен пдлушиваоем квалификпванпм већинпм енергетика пплитика азила
имиграције правпсудна сарадоа у грађанским стварима култура и др
Истпвременп пптребна квалификпвана већина за дпнпщеое већине пдлука се
Угпвпрпм из Лисабпна приближила прпстпј већини щтп представља сущтинску
прпмјену у нашину пдлушиваоа у ЕУ
Наиме Угпвпр из Лисабпна има сущтинске прпмјене у нашину гласаоа у
Савету министара ЕУ у већем брпју пбласти у кпјима се пдлушује или ће се
пдлушивати већински пп ппщтем правилу да ће Савјет министара ЕУ пдлушивати
квалификпванпм већинпм псим укпликп Угпвпрпм није прпписанп другашије кап
нпр у пбластима ппреза и пдбране гдје се пдлуке и даље дпнпсе једнпгласнп
Ппред ппвећаоа брпја пбласти у кпјима се пдлушује већински знашајнп се
прпмијенила и квалификпвана већина неппхпдна за дпнпщеое пдлука јер
Угпвпрпм се прпписује да ће квалификпвана већина бити дефинисана кап најмаое
држава шланица Савјета министара ЕУ укљушујући бар
пд оих и државе
шланице кпје имају бар
пппулације Уније Када анализирамп видимп да се
квалификпвана већина пд
шланпва Савјета приближила прпстпј већини с тим
да ппстпје два услпва за примјену такве већине а први је да пдлуку мпрају
ппдржати државе кпје имају бар
пппулације ЕУ свих држава шланица и оиме
се щтите интереси великих држава и пнемпгућују кпалиције малих држава дпк
се са друге стране интереси малих држава щтите услпвпм да се неће сматрати
да је квалификпвана већина пстварена укпликп бар шетири државе не буду прптив
пдређене пдлуке шиме се пнемпгућава великим државама да блпкирају пдређену
пдлуку без пбзира щтп имају
пппулације ЕУ Прптпкпл
уз кпнсплидпвану
верзију Угпвпра п Еврппскпј унији и Угпвпра п функципнисаоу Еврппске уније
предвиђа да када предлагаш пдлука Савјету министара ЕУ није Кпмисија или
Виспки представник ЕУ квалификпвану већину шини
држава шланица кпје
представљају најмаое
станпвнищтва ЕУ

�ИМПЛИКАЦИЈЕ ПДЛУКА, МЕХАНИЗАМА ПДЛУЧИВАОА
И ФУНКЦИПНИСАОА ЕУ НА БиХ

Такпђе Прптпкпл предвиђа и мпгућнпст мијеоаоа пдредби п гласаоу
Савјета и тп кпнсензуспм држава шланица шиме је дп
гпдине а мпжда и
дп
гпдине пстављена мпгућнпст да се државе шланице ЕУ дпгпвпре да
ли пписанп пдлушиваое у Савету министара ЕУ најбпље пдгпвара оихпвим
интересима и да ли је мпгуће дпгпвприти ефикаснији мпдел Гасми
Узимајући у пбзир све прпблеме кпји се мпгу јавити кпд реализације дпнесених
пдлука у пракси се настпји да већина пдлука буде дпнесена кпнсензуспм или
кпмпрпмиспм јер се настпје избјећи ситуације у кпјима би већина држава маоини
наметала рјещеоа щтп би дугпрпшнп мпглп дпвести дп несугласица и
незадпвпљства унутар ЕУ па и дезинтегративних прпцеса
Угпвпр из Лисабпна ппвећава утицај Парламента и Кпмисије у пднпсу на
Савета министара ЕУ а требап би ппвећати ефикаснпсти система пдлушиваоа у
пквиру Еврппске уније дпнијети знашајнију улпгу еврппских странака и група
грађана наспрам бирпкратије итд али је тп све далекп пд мпгућнпсти кпје пружа
неппсредна демпкратија

Дпбре стране чланства у ЕУ
Брпјна истраживаоа јавнпг моеоа у БиХ гпвпре да би пвпг мпмента
пгрпмна већина грађана БиХ дакле у пба ентитета гласала за улазак БиХ у
Еврппску Унију
Кап мпгућу ппзитивну страну евентуалнпг шланства БиХ у ЕУ грађани
најшещће ппмиоу заједнишкп еврппскп тржищте рада на кпјем би радници из БиХ
мпгли кпнкурисати пбзирпм да се гпдищое прпсјешнп птвара
милипна нпвих
радних мјеста иакп су свјесни да је квалификаципна структура нащих радника
прилишнп лпща и неприлагпђена за еврппскп тржищте радне снаге
Кап друга ппзитивна ствар мпже се рећи да би БиХ дпбијала гпдищоу
квпту средстава из ЕУ фпндпва а са друге стране би била привлашнија страним
улагашима јер уласкпм у ЕУ кап равнпправна шланица БиХ тржищте би ппсталп јпщ
привлашније сигурније и приступашније БиХ би пп екпнпмским ппказатељима
била најсирпмащнија држава ЕУ али са друге стране распплаже људским
ресурсима прпстпрпм и прирпдним бпгатствима малим прпстпрним изласкпм на
Јадранскп мпре има ппвпљан геппплитишки пплпжај и најкраћи кппнени пут
земаља централне и дијела истпшне Еврппе дп Јадранскпг мпра те нивп за сада
Дпступнп на

�Стеван Дакић Предраг Обреновић

непрпцијеоених прирпдних бпгатства и енергетских пптенцијала кпји су дпбра
претппставка за ствараое бпгатства БиХ грађана Да би се искпристили пви
пптенцијали пптребан је капитал савремена технплпгија кпју ппсједују земље ЕУ
али се пд БиХ тражи да има савременп пбразпван меначмент кпји би крпз
прганизацију БиХ друщтва искпристип једнпм пружену истпријску щансу
ЕУ је усппстављена с намјерпм да се велике еврппске силе кпје су
међуспбнп ратпвале вјекпвима никада вище пружанп не сукпбе дакле ЕУ
псигурава мир и за зараћене и ппсвађане нарпде у БиХ щтп би мпжда и била
највећа преднпст пд шланства у ЕУ
Чланствпм БиХ у ЕУ сви предуслпви за ствараое бпљег и бпгатијег живпта
у БиХ биће на вищем нивпу негп сада пбзирпм на распплпживе пптенцијале и
мпгућнпсти Укљушиваоем у јединственп еврппскп тржищте са слпбпдним
прптпкпм капитала технплпгије и радне снаге зауставиће се тренд релативнпг
запстајаоа БиХ БиХ има велике пптенцијале али дп сада није успјела кпнкурисати
на еврппскпм и свјетскпм тржищту јер нема ппшетни капитал кпјим би пптенцијале
ставила у функцију а тај ппшетни капитал нуди јпј ЕУ и сада зависи да ли ће БиХ
меначмент и пплитишари пве мпгућнпсти искпристити на прави нашин
Мнпги струшоаци сматрају да је ЕУ рјещеое за све БиХ прпблеме те да ће
управп у Еврппскпј Унији БиХ развити свпј пптпуни пптенцијал јер иакп је БиХ
мала земља пна мнпгп тпга мпже ппнудити
Превелика пшекиваоа нарпда и пплитишара пд шланства у ЕУ мпгу истп
такп дпвести дп јпщ већих разпшареоа укпликп се не изврще адекватне
предприпреме и припреме БиХ за шланствп у пвакп пзбиљнпј и слпженпј
прганизацији
БиХ мпра предузети кпраке на јаснијем прпфилисаоу свпјих интереса какп
би щтп ефектније заступала свпје интересе на нивпу ЕУ јер је сасвим извјеснп да у
пвпм свијету глпбализације мпже пстварити бпље интересе прекп ЕУ негп да
пстане сампстална и изван пве регипналне прганизације
Фпрмалнп ппсматранп БиХ би уласкпм прекп свпји представника у
институцијама ЕУ мпгла активнп утицати на прпцесе дпнпщеоа пдлука на
креираое пдлука щтитећи и заступајући свпје интересе
Такпђе фпрмалнп ппсматранп БиХ ће кап и друге државе шланице ЕУ
имати у Еврппскпј Кпмисији свпг представника задуженпг за неку пбласт јавних
пплитика ЕУ БиХ ће у слушају гласаоа квалификпванпм већинпм щтп је једини

�ИМПЛИКАЦИЈЕ ПДЛУКА, МЕХАНИЗАМА ПДЛУЧИВАОА
И ФУНКЦИПНИСАОА ЕУ НА БиХ
сппрни мпменат у прпцесу пдлушиваоа на нивпу у Савјету министара ЕУ и
Еврппскпм савјету имати прпппрципналнп гласпва скпрп кап Хрватска Слпвашка
Литванија и Ирска или у најгпрем слушају маое за један пд оих тј щест щтп
зависи пд резултата ппписа и брпја ппписаних станпвника у БиХ
Накпн ратификације приступнпг угпвпра и уласка у ЕУ а у зависнпсти пд
резултата ппписа БиХ ће на ппщтим избприма бирати свпјих не маое пд
парламентараца у Еврппски парламент Инаше брпј парламентараца у Еврппскпм
парламенту није дугпрпшнп шврстп пдређен и мпгап би се мијеоати кап и брпј
парламентараца свих других држава шланица ЕУ п шему пред сваке избпре
пдлушује Еврппски парламент стим да је брпј парламентараца према Лисабпнскпм
угпвпру фиксиран на
и предсједника Парламента ЕУ
На избприма за Еврппски парламент примјеоује се принцип ппадајуће
прпппрципналнпсти при избпру ппсланика шија се сущтина састпји у тпме да
државе са маое станпвника има утјещну већу релативну заступљенпст такп да
велике државе један ппсланик прпппрципналнп представља скпрп дуплп вище
станпвника пд БиХ ппсланика и ппсланика малих држава
БиХ ће имати пп једнпг судију у Еврппскпм суду правде Ппщтем суду и
Ревизпрскпм суду У скупщтини Еврппске централне банке БиХ ће је представљати
гувернер Централне банке БиХ кпји ће накпн уласка у еврпзпну ппстати и бити
шлан Савјета гувернера у пквиру Еврппске централне банке БиХ ће на
министарскпм нивпу бити представљена у Управнпм савјету гувернера Еврппске
инвестиципне банке Тпкпм прегпвпра п пријему у ЕУ биће пдређен брпј
представника БиХ у Екпнпмскпм и спцијалнпм пдбпру и Пдбпру регија кап
савјетпдавним тијелима ЕУ а кпји се бирају на шетверпгпдищои мандат
Евидентнп је да ће са шланствпм у ЕУ БиХ бити заступљена у свим
прганима и тијелима ЕУ самп је питаое кпликп ће тај шлан имати снагу утицаја на
пдлушиваое пбзирпм да ће БиХ бити најсирпмащнија земља ЕУ
Такпђе са друге стране биће неппхпдне пзбиљније измјене Устава и низа
закпна на нивпу БиХ и ентитета какп би се ппбпљщала ефикаснпст и кпнтрпла
пргана и институција на вези са ЕУ щтп је скпрп немпгућа мисија када се ппгледа у
истпријат прпмјене прпписа у БиХ а ппсебнп у дијелу евентуалних нпвих пренпса
надлежнпсти на БиХ и ЕУ

�Стеван Дакић Предраг Обреновић

Мпгуће штетне ппследице пп БиХ у прпцесу чланства у ЕУ
Пптпунп је јаснп да БиХ не мпже ни у даљпј будућнпсти испунити шетири
пснпвна критеријума или услпва из Кппенхагена за шланствп у ЕУ кпји су
дефинисани
гпдине а тп су прије свега политички кпји ппдразумијевају
стабилне институције кпје гарантују демпкратију владавину права ппщтпваое
људских права ппщтпваое и защтиту права маоина затим економски кпјима се
тражи ппстпјаое функципналне тржищне екпнпмије и оена сппспбнпст да се нпси
са изазпвима кпнкуренције и маркетинщких стратегија у ЕУ критеријум тзв
кпји тражи пд кандидата за шланствп у ЕУ сппспбнпст да
преузме пбавезе шланства усклађиваое важећег закпнпдавства са правпм ЕУ
укљушујући и ппсвећенпст циљевима пплитишке екпнпмске и мпнетарне уније и
на крају капацитет интеграције ЕУ пднпснп сппспбнпст саме Уније да прихвати
нпву шланицу а да при тпм задржи ппдстицај еврппскпј интеграцији Гасми

БиХ би мпрала прије уласка испунити прва три услпва а прије свега
ппстићи унутращои кпнсензус за наступ према ЕУ инаше БиХ ће са шланствпм
ппстати жртвенп пиле у бари пунпј крпкпдила са најцроим сценаријем за
распрпдају прирпдних материјалних и људских ресурса Ппсебна се пажоа мпра
ппсветити лпбираоу и наступу иза сцене какп би се мпгли прпфилисати и лпбирати
ставпви пд интереса за БиХ щтп захтијева дпнпщеое закпна п лпбираоу слишних
пнпм у САД и Ппљскпј те квалитативнп псппспбљаваое и припремаое
меначмента кпји би радип у ЕУ и са ЕУ Ппставља се питаое да ли БиХ има уппщте
сппспбнпсти и пптенцијала да фпрмира централни Тим и
тимпва за
прегпвараое пп ппглављима за придруживаое и шланствп пбзирпм да нема
унутращои кпнсензус п јединственим ставпвима пп билп кпјпј пбласти те на
разлишитп прпфилисане интересе нарпда у БиХ Пвакав став најбпље пптврђује
пресуда Сејдић Финци впјна импвина и др кпликп је слпжен прпцес дпгпвараоа
прегпвараоа пдлушиваоа а да не гпвпримп п технишкпј реализацији већ
дпнесених пдлука у БиХ
Лисабпнским угпвпрпм радикалнп се мијеоају пднпси у ЕУ на тај нашин
щтп у стварнпсти велики нарпди и државе ће прегласавати мале нарпде и државе
шланице ЕУ а не какп је тп фпрмалнп записанп пп слпву Угпвпра Када се
анализира структура и нашин пдлушиваоа у институцијама ЕУ дплази се дп
закљушка да је тп прилишнп бирпкратизпвана структура са слабпм перспективпм за
развпј неппсредне демпкратије и са претјеранпм мпћи Еврппске кпмисије и
Савјета министара ЕУ Лисабпнским Угпвпрпм избјегнутп је референдумскп
изјащоаваое грађана држава шланица ЕУ п нпвпм Уставу јер је претхпднп
дпживјелп неуспјех у Францускпј и Хпландији али је исти на мала врата прпщап у

�ИМПЛИКАЦИЈЕ ПДЛУКА, МЕХАНИЗАМА ПДЛУЧИВАОА
И ФУНКЦИПНИСАОА ЕУ НА БиХ
парламентима држава шланица гдје су кприщћени метпди лпбираоа завртаоа
руку и уцјеоиваоа пд стране великих држава Евидентнп је да БиХ није
пспппспбљена да пређе прву степеницу ЕУ кап правна држава у кпјпј се свакпме
ппјединцу мпже ефикаснп и праведнп судити слушајеви кпрупције ратних
злпшина убиства са пплитишкпм ппзадинпм пд слушаја Кпљевић и др да БиХ
нема представу усаглащене ппгледе циљеве на ЕУ кап и пплитишку културу кпја
ппдразумијева и преузимаое пдгпвпрнпсти п шему се мпгу навести брпјни
примјери из дпсадащоег функципнисаоа БиХ Затим БиХ нема План развпја
привреде превасхпднп у ппгледу прјентације гранскпг развпја да БиХ има
унищтенп щкплствп и да не мпже прпизвести кпмплетне кадрпве за глпбалну
привреду те да нема дпвпљнп улагаоа у развпј и наушнп истраживашки рад щтп је
ппсљедица пплитике влада у БиХ кпје недпвпљнп улажу у пбразпваое и памет
БиХ није ствприла атмпсферу за креативнп рјещаваое прпблема путем дијалпга са
цивилним друщтвпм прије свега збпг врлп нискпг нивпа пплитишке културе щтп
би била пзбиљна пријетоа рјещаваоу изазпва кпје дпнпси шланствп у ЕУ
Такп низак нивп пплитишке културе са ппрастпм пшекујућих ппшетних
кпнфликата у друщтву дужнишке кризе или пшекујућих других негативних ппјава а
ппсебнп спцијалних мпгући су сукпби щирих размјера укљушујући и ратне
примјер Гршке државе кпја је на ивици спцијалне ревплуције и грађанскпг рата
Кап прелазнп рјещеое Гршка влада се упустила у нпва задуживаоа распрпдају
прирпднпг бпгатства стављаое сппствене теритприје ппд хипптеку и др щтп је
мпгући извјесни пшекујући сценарип и за БиХ
Већина нарпда Еврппе се ушланила у ЕУ са циљем и надпм у перспективну
будућнпст дпк прптивници уласка у Еврппску унију еврпскептици углавнпм
ппред ппменутих навпде брпјне аргументе прптив шланства Када се анализирају и
лпгишки ппсматрају ти аргументи мпрају бити детаљних мултидисциплинарних
детаљних анализа и прпцјена
Аутпри рада су дпщли дп следећих аргумената кпји би мпгли имати
щтетне ппследице пп БиХ и бити ппредјељујући фактпр за преиспитиваое пптребе
шланства БиХ у ЕУ и тп
 Кап и све друге шланице ЕУ БиХ ће предати већи дип суверенитета и
управљаоа на пргане ЕУ ппсебнп у пбласти закпнпдавства гдје ће се
мпрати преузети пкп
закпна ЕУ кпји су хијерархијски ппсматранп
изнад наципналних и државе у тим пбластима губе мпгућнпсти
даљое закпнске регулативе БиХ пвпг тренутка има превище
унутращоих прпблема јер у БиХ је све сппрнп шак и пнп щтп је у
цијелпм свијету несппрнп и пп правилу буде праћенп са три или вище
кпнтекстуалних истина Унутар БиХ ппстпји стални сукпб пкп предаје

�Стеван Дакић Предраг Обреновић





или птимаоа суверених надлежнпсти пкп неппщтпваоа државе или
ентитета и др БиХ ће у пваквпм систему и прпцесу пдлушиваоа и
функципнисаоа ЕУ бити прпгутана кап канцерпгена материја кпју пп
мищљеоу неких ЕУ треба да пздрави са свпјим пплитикама у брпјним
пбластима друщтвенпг живпта щтп је малп вјерпватнп ппзнајући
систем живљеоа владаоа и функципнисаоа у БиХ ЕУ не ппзнаје
правп референдума и не ппстпји мпгућнпст да се закпни и прпписи
мијеоају референдумпм па и пни кпји имају крајое щтетан утицај пп
неку пд пбласти живпта и рада у БиХ Прптивници шланства у ЕУ на
првпм мјесту навпде да ће се у блискпј будућнпсти изгубити
наципнални суверенитети те да ће ЕУ преузети све ингеренције и
имати
пдлике
суверене
државе
устав
теритприј
станпвнищтвп грађане сппљне границе валуту предсједника
министра инпстраних ппслпва заставу химну државни празник и др
Са пваквим надлежнпстима и јпщ неким кпје требају бити пренесене
на ЕУ кап нпр у пбласти пдбране и др ЕУ ће ппстати федерална
држава са щирпким централним пвлащтеоима дпк ће земље шланице
ппстати регије или прпвинције У крајоем све међунарпдне угпвпре
са другим државама ће склапати ЕУ а не земље шланице щтп ппказује
да се међунарпдни суверенитет држава шланица скпрп у цјелпсти
пренпси на ЕУ Влацлав Клаус је мищљеоа да је највећа истпријска
грещка Чещке Републике шланствп у ЕУ и да је државу требалп првп
уредити какп би мпгла бити равнпправни шлан великпг еврппскпг
тржищта и друщтва Такпђе према Клаусу израз уставни угпвпр је
непрецизан и привремени угпвпр између садащоих суверених држава
и кап такав ће пстати дпк не буде пптврђен у парламентима земаља
шланица када ће тај дпкумент ппстати прави устав
Према уставнпм угпвпру п ЕУ већу мпћ гласаоа имају државе с већпм
пппулацијпм и у прганима ЕУ ће бити вище већинских пдлука негп
пних кпје се заснивају на једнпгласнпм пдлушиваоу или кпнсензусу
щтп је неппвпљнп пп мале земље Тп знаши да ће изабрани
представници БиХ имати малп или нималп утицаја на пдлушиваое у
ЕУ
Такпђе ЕУ има демпкратске недпстатке неппсредне демпкратије јер
не ппстпје границе ппдјеле ингеренција између закпнпдавне изврщне
и судске власти Закпне ЕУ дпнпси Савјет министара ЕУ кап прган
изврщне власти а не Парламент кпји би требап бити нпсилац

Најппзнатији еврпскептик је бивщи Чещки предсједник Влацлав Клаус

�ИМПЛИКАЦИЈЕ ПДЛУКА, МЕХАНИЗАМА ПДЛУЧИВАОА
И ФУНКЦИПНИСАОА ЕУ НА БиХ









закпнпдавне власти ЕУ има централизпвану управу без праве
кпнтрпле парламента нарпда и држава шланица кпји су без утицаја на
пдлуке истих или бпље решенп пни представљају бирпкратизпвану
пднарпђену структуру са пкп
бирпкрата
Дпминација знашаја изврщних тијела у пднпсу на Парламент пгледа се
крпз систем владаоа дпнпщеоа закпна и пдлука кпји се дпнпсе на
нивпу ЕУ а кпја је дпвела је дп виспкпг степен кпрупције у
институцијама ЕУ п шему се све вище пище и гпвпри у садащоим
временима и услпвима недпстатка нпвца те кпја мпже у пвим
кризним временима дпвести дп брпјних кпнфликата између шланица
ЕУ
Правне регулативе ЕУ су прекпбрпјне и прпвпде се са циљем
хармпнизације какп би нестале разлике између држава шланица па се
такп врлп шестп измищљају и уређују прпписи према разним
лпбистишким групацијама п шему има пунп натписа у щтампи ЕУ има
вище пд стп хиљада прпписа из разлишитих друщтвених пбласти за
кпје је надлежна с тим да се брпј ппвећава гпдищое за
нпвих
кпје је вепма тещкп пратити и прпвпдити Ти сви прпписи су пуни
пгранишеоа и слпжених захтјева щтетних пп мале и безнашајне
шланице ЕУ а кпје мпгу испуоавати самп велике државе са
щкплпваним меначментпм и снажним екпнпмијама кап щтп је
Оемашка
Улазак у ЕУ дпнијеће пптребу мијеоаоа институција пплитишкпг
система какп би се прилагпдиле шланству у ЕУ да би мпгле пратити
рад свих институција ЕУ и ушествпвати у раду брпјних пдбпра и радних
тијела Савјета министара ЕУ БиХ Парламент тренутнп нема пптребне
капацитете за квалитетнп испуоаваое свих предвиђених пбавеза у
пквиру пплитишкпг система ЕУ тј структура парламентарних пдбпра и
кпмисија није усклађена са пптребама шланства у ЕУ Такпђе треба
дпнијети закпне кпјим ће се уредити пднпси између Предсједнищтва
БиХ Парламента БиХ Савјета министара БиХ и ентитета везанп за
еврппска питаоа а кпји би регулисали питаоа ефикасне
кппрдинације дпгпвараоа пдлушиваоа на ппщте задпвпљствп свих у
БиХ Пптребна је прпмјена филпзпфије размищљаоа и дјелпваоа у
БиХ у пднпсу према ЕУ какп бисмп успјещнп мпгли активнп
ушествпвати у раду пргана ЕУ прпфилисаоу и пствариваоу интереса
БиХ
Чланствп у ЕУ ће тражити пд БиХ ефикасну унутращоу кппрдинацију и
кпнсензус на бази интереса јер би се у супрптнпм мпглп дпгпдити да
шестп немамп јединствених ставпва и мищљеоа п кљушним стварима

�Стеван Дакић Предраг Обреновић











пд интереса за БиХ збпг минималнпг размимпилажеоа у ставпвима
щтп је пп дп садащопј пракси пптпунп извјесан ушестали сценарип
Штп се тише екпнпмије акп се анализира закпнпмјернпст искустава
нпвппримљених шланица у ЕУ закљушује се да су све имале ппраст
увпза ппраст тргпвинскпг дефицита смаоеое царинских прихпда
ппраст трпщкпва прилагпђаваоа привреде ппвећанпј кпнкуренцији
ЕУ енпрмнп ппвећаое задужеоа привреде и државе прппаст
наципналних кпмпанија и др Такпђе статистишки ппдаци гпвпре да се
брпј незаппслених рапиднп ппвећавап у ппшетнпј фази накпн
пунпправнпг шланства У већини нпвппримљених шланица брутп
наципнални прпизвпд је ппвећан али се структура пптрпщое БНП
негативнп пдразила на најщире слпјеве станпвнищтва тих шланица
мултинаципналне кпмпаније су скпрп пп правилу прпфит пднпсиле у
матишне државе индекс среће станпвнищтва се ппгпрщап и др
БиХ је рурална земља а ппзнатп је да је систем ппдрщке
ппљппривреди ЕУ јакп неппвпљан за сирпмащне и неразвијене земље
и да пд ппмпћи имају кпристи самп бпгате земље јер се стимулисаое
врщи пп прпцијеоенпј кпрпи пптрпщашкпг базена Пвај прпцес би
мпгап дпвести дп расељаваоа БиХ и дп пдласкаа радне снаге у
бпгатије државе ЕУ шиме би села и маои градпви у БиХ пптпунп
нестати или би мпжда били настаоени неким имигрантским
нарпдима кпје ће мпћне државе ЕУ стимулисати за дплазак у БиХ
Прихватаоем евра губи се кпнтрпла над привредпм иакп у садащоем
стаоу када Централна банка БиХ нема надлежнпст у впђеоу емисипне
пплитике пплитике каматних стппа навикнути смп на тп стаое
несуверенпсти у пвпј пбласти Државе шланице ЕУ кпје нису
прихватиле еврп имају далекп успјещније екпнпмије у пвпм кризнпм
времену пд пних кпје су прихватиле еврп кап валуту таквих је
држава шланица ЕУ Кризи еврпзпне се и даље не види крај збпг шега
се све вище изнпсе ставпви у пплитишким и наушним кругпвима п
непдрживпсти еврппске мпнетарне уније
Страни држављани би накпн пдгпднпг перипда мпгли без пгранишеоа
куппвати земљищте у БиХ щтп би у скпрпј будућнпсти битнп
нарущилп власнишку и демпграфску структуру у БиХ а самим тим би
индиректнп ималп утицаја на избпрне резултате и структуру власти у
БиХ а у крајоем би утицалп директнп на пдлушиваое у БиХ
Чланице ЕУ јпщ нису успеле да пдгпвпре на нпве изазпве ппвезане са
глпбалним прпмјенама и ппставља се питаое да ли су екпнпмски
пптенцијали интеграција исцрпљени те да ли је ЕУ већ пптрпщила
свпју будућнпст какп је тп изјавип предсједник Кине Акп ЕУ хпће да
пстане глпбални партнер мпраће се пдлушити за брпјне рефпрме

�ИМПЛИКАЦИЈЕ ПДЛУКА, МЕХАНИЗАМА ПДЛУЧИВАОА
И ФУНКЦИПНИСАОА ЕУ НА БиХ




У ЕУ ппстпје слаби интегративни елементи између бпгатих развијених
држава са виспким степенпм демпкратије и нпвппримљених
сирпмащних неразвијених и са ниским степенпм демпкратије такп да
је тещкп предвидјети будуће тпкпве интеграција Ппставља се питаое
да ли је у услпвима брпјних разлика у свим пбластима друщтвенпг
живпта екпнпмске религијске културплпщке пплитишке и др
мпгуће изградити еврппски идентитет или ће ЕУ бити прпст збир
грађана кпје су перспективе и да ли је ЕУ кап таква дугпрпшнп
пдржива Да ли је интерес великих једини и главни интегративни
фактпр ЕУ и какп у мнпщтву оихпвих интереса прпфилисати интересе
БиХ ентитета и нарпда БиХ
Генералнп ппсматранп у краткпрпшнпм и средоерпшнпм перипду
већина нпвппримљених шланица ЕУ је имала вище щтете негп кпристи
пд шланства

ЗАКЉУЧАК
Чланствп БиХ у ЕУ је неминпвнпст јер ту припадамп гепграфски екпнпмски
и културплпщки щтп су пснпвни предуслпви за припаднпст тпј регипналнпј
прганизацији Дпгматски прихваћене дпбре стране шланства у ЕУ ће бити најбпљи
тренутни сан или ппијум за пве нарпде на Балкану али мпрају се узети у пбзир
негативне кпнптације шланства у ЕУ ппгптпвп са станпвищта предупређиваоа тих
негативнпсти
Превелика пшекиваоа нарпда и пплитишара пд шланства у ЕУ мпгу истп
такп дпвести дп јпщ већег разпшареоа укпликп се не изврще адекватне
предприпреме и припреме БиХ у свим пбластима друщтвенпг живпта за шланствп у
пвакп пзбиљнпј и слпженпј прганизацији Највећа неппзнаница ЕУ је у щта ће се
прпцес еврппских интеграција кпнашнп претвприти тј какп ће изгледати идентитет
ЕУ и да ли ће бити пп мјери свих еврппских нарпда шланица ЕУ
Актуелни прпцес еврппских интеграција и прпщиреоа ће имати највећи
знашај щтп ће тренутнп или мпжда трајнп имати ппзитивне ефекте на
стабилизацију пднпса јашаоа сарадое и ппвезиваоа некада супрпстављених
страна на прпстпру бивще Југпславије и Западнпг Балкана
Несппрнп је да ће БиХ пренијети највећи дип суверенитета на ЕУ да ће у
пваквпм систему пдлушиваоа ће изабрани представници БиХ имати малп или
нималп утицаја на дпнпщеое пдлука и прпцес пдлушиваоа у прганима ЕУ На
екпнпмске тпкпве за щта смп ппсебнп заинтереспвани БиХ неће имати скпрп
никаквпг утицаја Апсплутни екпнпмски ппказатељи мпжда ће имати тенденцију

�Стеван Дакић Предраг Обреновић

ппраста али ће релативни ппказатељи имати негативни салдп такп да ће стандард
и дпмаћа пптрпщоа бити смаоени збпг изнпщеоа прпфита у матишне државе
мултинаципналних кпмпанија БиХ нема изграђен сппствени наципнални
наднаципнални идентитет такп да исти неће битније утицати на фпрмираое
мпгућег еврппскпг идентитета јер већина држава ЕУ припаднике нарпда БиХ
сматра самп јужоацима Наща слабпст сппрпсти у дпнпщеоу пдлука би мпгап
бити највећи прпблем кпд заузимаоа јединствених ставпва у ситуацијама када
мпрамп или требамп давати ставпве или мищљеоа п прпписима кпји се дпнпсе на
нивпу ЕУ Пвп ће захтијевати виспк нивп и ефикаснпст кппрдинације између
ентитета и нарпда у БиХ
Генералнп ппсматранп према анализама ппказатеља нпвппримљених
држава шланица ЕУ у краткпрпшнпм и средоерпшнпм перипду БиХ ће имати вище
щтете негп кпристи пд шланства у ЕУ

ЛИТЕРАТУРА
Гасми Г
Правп и пснпви права ЕУ Бепград Универзитет
Сингидунум
Чавпщки А
Прпщиреое Еврппске уније у светлу Угпвпра из
Лисабпна Прпщиреое Еврппске уније на Западни Балкан Бепград Центар
за унапређиваое правних студија

Лппандић Д
Рефпрма Еврппске уније Западни балкан и Србија
Закаснела интеграција

�ИМПЛИКАЦИЈЕ ПДЛУКА, МЕХАНИЗАМА ПДЛУЧИВАОА
И ФУНКЦИПНИСАОА ЕУ НА БиХ

�Стеван Дакић Предраг Обреновић

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Journal of Economic and Social Studies

Government Expenditure on Nomadic
Education in Nigeria: Implications for
Achieving the Millennium Development Goals
AKIGHIR David Terfa
Department of Economics, Benue State University,
Makurdi, Nigeria.
akighirdavidterfa@ yahoo.com
OKPE. I
Department of Economics, Benue State University,
Makurdi, Nigeria.
A
A
The paper examines government expenditure on nomadic education in KEYWO D
igeria and the implications for achieving the M Gs. econdary data ducation, Government
were used and the data were analyzed with the aid of descriptive statistics. xpenditure, Millennium
The study revealed that government expenditure on nomadic education
evelopment Goals, omads,
in igeria over time has been on the increase which has necessitated the
igeria.
increase in the number of nomadic schools and teachers in the country.
The study further found out that there is a wide gap between male and A I LE HI O Y
female enrolments in nomadic schools in igeria; factors such as early ubmitted: 20 ctober 2011
marriages and teenage pregnancies, cultural and religious biases as well esubmitted: 10 ebruary 2012
as economic issues were believed to be responsible for the gap. Also, it esubmitted: 12 March 2012
was discovered that the total increase in nomads’ enrolments in nomadic esubmitted: 24 April 2012
schools in the country is not proportionate with the increase in government Accepted: 21 May 2012
expenditure on nomadic education. The study attributed this low school
attendance by the nomads to the problems of under-funding, dearth of
teachers, constant migration of nomads, the involvement of the children
of nomads in the productive system, corruption, among others. The study
concluded that the present form of implementation of the nomadic
education would make it difficult for it to be a panacea for achieving the
M Gs in the country. ecommendations were made on how to improve
on the nomadic education system in the country.
JEL odes: H5, 015

146

Journal of Economic and Social Studies

Volume 3

Number 2

Fall 2013

147

�AKIGHIR David Terfa / OKPE. I

Government Expenditure on Nomadic Education in Nigeria:
Implications for Achieving the Millennium Development Goals

Introduction
Education is the spring board for social and economic change. It plays a major role
in the socio-economic development of a nation. Education occupies an important
place in most plans for economic and social development. It is important in the
human development as a supplier of the trained man power as well as a requisite
for the accomplishment of other development goals (Adebiye,2004). These roles
played by the educational sector stimulate economic growth and development of a
country. This explains why countries of the world expend so much on this vital sector in order to enhance the level of literacy of their citizenry. Inequality of access to
education and educational marginalization have deleterious effects on the national
development of a country. In Nigeria, however, available records have shown that
expenditure on education is below the internationally acceptable standard. According to the UNDP Human Development Report (2008), Nigeria spends almost an
insignificant proportion of its financial resources on education, the expenditure on
education in Nigeria as a proportion of GDP averaged 5.84 percent, which falls
below the UNESCO’s benchmark of 26 percent of the budgets of developing countries. This accounts for the sluggish educational growth rate of 0.59 in the country.
The poor funding of education in Nigeria has over time deprived a lot of Nigerians
access to education. According to Nafisatu and Abdu (2010), out of the estimated
population of 9.4 million nomads in Nigeria,3.3 million are children of school age,
but the participation of the nomads in the existing formal and non-formal education
programs is abysmally low, with a literacy rate ranging between 0.2% and 2.9%. The
Nigerian nomadic pastoralists are made up of the Fulani (5.3m), Shuwa (1.01m),
Koyam (32,000), Badai (20,000), Dark Buzzu (15,000) and the Buduma (10,000).
The Fulani are found in 31 out of the 36 states of Nigeria, while others reside mainly
on the Borno plains and shores of Lake Chad. The migrant fishing groups account
for about 2.8 million, comprising numerous tribes. They are found in the Atlantic
coastline, the riverside areas and river basins of the country. These groups of people
amongst others do not have access to functional education in the country over time.
In the quest to remove the chronic illiteracy among this mobile population of Nigeria,
the federal government of Nigeria introduced Nomadic Education Program (NEP)
in 1986. NEP was designed to provide the nomads with the relevant and fundamental basic education that would improve their survival skills. This was expected to
provide them with the knowledge and the skills that would enable them raise their
productivity and income; as well as empower them to participate effectively in the
socio-economic and political affairs of the country. In a bid to achieving these goals,

148

Journal of Economic and Social Studies

the National Commission for Nomadic Education (NCNE) was established in 1989
with the mandate to: a) formulate policies and guidelines on all matters relating to
nomadic education in Nigeria; b) provide funds for research and personnel development for the improvement of nomadic education; and develop programs on nomadic
education and provide equipment, instructional materials, construction of classrooms
and other facilities for nomadic education (Nafisatu and Bashir,2010).
Over the years, the government has been spending money on the nomadic education
program so as to provide an unfettered access to quality basic education for the nomads.
The aim is to equip them with the skills and competencies that will enhance their wellbeing and participation in the nation-building process. The Nigerian government considers nomadic education as a veritable measure for the development of the universal
basic education with a view to achieving the Education for All (EFA) goals and the Millennium Development Goals ( National Commission for Nomadic Education,2002 ).
An assessment of the results of the program against its objectives thus far is imperative. Government expenditure on education in Nigeria has been widely studied.
However, attention has not been paid specifically on assessing the impact of government expenditure on nomadic education as a measure aimed at achieving the
MDGs of universal basic education in Nigeria. At best, available literature presents
partial analyses of this issue. Thus, to be area specific, this paper seeks to evaluate the
impact of government expenditure on nomadic education in Nigeria with a view
to ascertaining whether or not, it will be the key for achieving the universal basic
education of MDGs in Nigeria. Following the introduction, the paper is structured
as follows: Section two deals with the review of government expenditure on education in Nigeria and the outline of the MDGs. Section three considers the evolution
and strategies of nomadic in Nigeria; while section four presents the problems of
nomadic education in Nigeria. Section five is the method of the study; section six
presents and analyses the data. Section seven uncovers the findings of the study; and
section eight contains the recommendations and conclusion of the paper.

Government Expenditure on Education in Nigeria
Government funding of education in Nigeria comes from different sources. The major one for all levels of government is the public revenue from taxation and oil (Saavedrea, 2003). Education funds are reported to be distributed among the primary,
secondary and tertiary education levels in the proportion of 30%, 30% and 40%,
respectively ( Balami ,2003). According to Hinclifte (2003) (as cited in Adewale,

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Ajaji and Enikanoselu, 2005), Government expenditure on education includes direct government expenditure ( for teachers’ salaries and instructional materials) as
well as indirect expenditure in the form of subsidies to households such as tax reductions, scholarships, loans and grants. It also includes payment from Education
Tax Fund (ETF), mainly for capital expenditure. The main sources of funds that the
Nigerian government has are federal taxes and duties on petroleum, profits, imports
and exports, which form the revenue of the Federation Account, and the centrally
collected Value Added Tax (VAT) introduced in 1996. The federal government allocations to the educational sector from 1995 to 2011 is presented in Table 1.
Table1. Federal Government Allocation to Education between1995-2011
Years
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2008
2009
2010
2011

Capital (N)
3,017,900,000
3,215,800,000
3,807,900,000
9,739,600,000
8,291,800,000
35,000,000,000
35,183,789,000
22,100,000,000
15,723,260,401
21,550,000,000
50,540,287,898
40,005,096,425
53,667,933,553
304,670,538,799

Recurrent (N)
9,798,600,000
12,135,900,000
13,033,200,000
13,828,300,000
19,421,700,000
29,514,932,711
37,676,055,443
59,994,441,815
63,228,742,652
72,217,886,839
145,219,839,130
196,218,973,905
192,594,871,801
518,251,289,348

Total ( N)
12,816,400,000
15,351,700,000
16,841,200,000
23,666,100,000
27,713,500,000
64,514,932,711
72,950,836,443
82,094,441,815
78,952,003,053
93,767,886,839
195,760,127,029
236,224,070,330
246,262,805,354
356,495,828,145

Source: Budget Office of the Federation, Federal Ministry of Finance, 2011.
The table above shows that government expenditure on education consists of recurrent and capital expenditure. In nominal terms, it can be seen from the table that the
budgetary allocations to the education sector are on the increase but the growth rate
is not impressive. For instance, in 2008 the allocation to the capital expenditure on
education was 6.4% of the total budget and it was 3.9% in 2009, and 3.9% in 2010
representing 0.0% increase between 2009 and 2010; while the educational allocation to the recurrent expenditure was 15.1% in 2008,15.0% in 2009, and 14.4%
of the total budget in 2010. This represents a decline of -0.6% in the allocations between 2009 and 2010. These allocations have grossly failed to meet the UNESCO’s

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conventional benchmark of 26% for the budgets of developing countries. Given
the importance of this sector to human and economic development, it would be
important to push the education allocations up to at least half of the international
benchmark requirement so as to attain the universal basic education as described in
the goal two of the Millennium Development Goals (MDGs).

Outline of the Millennium Development Goals(MDGs)
At the Millennium Summit held in September 2000, in New York, United States
of America, members of the United Nations (UN) made the following declaration:
We will spare no effort to free our fellow men, women and children from the abject
and dehumanizing conditions of extreme poverty, to which more than a billion of
them are currently subjected to”. This led to the acceptance and the formulation of
the Millennium Development Goals which are expected to be fully achievable in the
year 2015. These goals are:
Goal 1: Eradication of extreme poverty and hunger by half in 2015;
Goal 2: Achievement of the universal primary education by 2015;
Goal 3: Promotion of gender equality and empowerment of women by 2015;
Goal 4: Reduction of child mortality rate especially the under 5 by two-third in
2015,
Goal 5: Improvement of the maternal health;
Goal 6: Combat HIV/AIDS, malaria and other diseases;
Goal 7: Ensure environmental sustainability; and
Goal 8: Development of a global partnership for development (National Planning
Commission,2004).
The quest to achieve the universal basic education as described by goal two of the
MDGs, the Nigerian government gave a rekindling interest to the Nomadic Education Program as one of the measures of achieving the MDGs in the country by 2015.

Evolution and Strategies of Nomadic Education in Nigeria.
The Nomadic Education program (NEP) started officially in November 1986, after
The Yola National Workshop on Nomadic Education. The workshop resolved that :
“… The nomads needed a fair deal through the provision of education and other social amenities to reciprocate their contribution to the nation-building ….” (Ismail,
2000). Consequently, the Federal Government promulgated the Decree No. 41 of

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December 1989 (now CAP 243 LFN), which established the National commission
for Nomadic Education (NCNE) with the responsibility to implement the National
Nomadic Education Program. The NCNE was mandated to formulate policy and
issue guidelines in all matters relating to nomadic education in Nigeria.
These mandates include: providing funds for research and personnel development
of nomadic education in Nigeria; the development of programs on nomadic education; the provision of equipment and other instructional materials, construction of
classrooms and other facilities relating to nomadic education. Secondly, to establish,
manage and maintain primary schools in the settlements and grazing reserves carved
out for nomadic people. Thirdly, to determine standard of skills to be attained in
the nomadic schools. Also, to arrange for effective monitoring and evaluation of
activities of agencies concerned with nomadic education. It was mandated to liaise
and cooperate with other relevant ministries and agencies. Furthermore, NCNE
was to receive block grants and funds from the Federal Government or any agency
authorized and allocate same to the nomadic schools based on any format approved
by the Federal Executive Council; act as agency for channeling all external aid to
the nomadic schools in Nigeria; ensure effective inspection of nomadic education
activities in Nigeria through the sections in the Federal and State Ministries of Education performing duties relating to nomadic education. Finally, it was mandated to
collate, analyze and publish information relating to nomadic education in Nigeria;
and undertake any other action desirable for the promotion of nomadic education
in Nigeria (National Commission for Nomadic Education, 1989).
The commission has four departments, namely, Program Development and Extension; Monitoring, Evaluation and Statistics; Administration and Supplies and Finance and Accounts. It has six Zonal offices located in Bauchi for the North-East,
Kano for the North-West, Minna for the North-Central, Ibadan for South-West,
Enugu of the South-East and Benin for the South-South. Furthermore, it has four
university-based nomadic education centers located in the University of Port Harcourt for migrant fishermen education, University of Maiduguri for teacher-training, University of Sokoto for curriculum development, and University of Jos for research and evaluation to cater for pastoral nomads (National Commission Nomadic
Education, 2000). The Organogram of the Commission is shown in Appendix I.

tation of the nomadic education program. The programs briefly highlighted are:
Provision of primary education – this program is implemented in collaboration with
States and Local governments, as well as local communities, Non-Governmental
Organizations (NGOs) and Collaborative Body Organizations (CBOs). So far, all
the 36 States and Abuja are participating in the program. However, their level of
commitments to the program varies.
Provision of academic support services through the University based centers. The centre
at Jos is responsible for research and evaluation, the University of Maiduguri for
teachers training and outreach programs, Usmanu Dan Fodiyo University for the
development of curricula and textual materials and the University of Port Harcourt
for research, curricula development and teachers training for the education of migrant fishing communities. The Commission has been working closely with the
Centers for the development of curricula materials and pupils’ texts, conduct of
research projects and the organization of teachers training workshops;
Provision of infrastructural facilities – faced with the problem of inadequate infrastructure that has necessitated teaching and learning under trees, the Commission
has adopted the following strategies for addressing the peculiar needs of all the
groups: provision of permanent and semi-permanent structures, provision of mobile collapsible classroom structures, provision of boat schools and dug-out canoes.
Provision of extension services: Actual intervention by the Commission in the provision of educational extension services to the nomads only began in 1996/97. The
major driving force behind the NCNE’s intervention in this aspect of education was
the realization that, the adoption of an integrated approach to education provision
engender nomads participation in support for the program. However, the mandate
of the Commission specifically restricted its operation to the provision of primary
education to the children of the nomads. The dilemma necessitated the convening
of an Experts Meeting on viable strategies for implementing Nomadic Education in
Nigeria in 1995. Having examined the condition of nomadic education in Nigeria,
the meeting came out with recommendations to further strengthen, expand and
sustain the program. Some of the recommendations were that, the provision of education should be for the children as well as the adults, and that tremendous efforts
be made to positively alter the behaviour of nomads towards modern education.

Nomadic Education Program Strategies

Current Program Implementation

In pursuance of its functions, the National Commission for Nomadic Education has
between 1990 and 2006 evolved four distinct programs for the effective implemen-

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To support effective teaching and learning, the Commission also collaborates with
Nomadic communities, CBOs, NGOs, at all levels, development partners and other

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international support organizations. Over the years, the Commission has embarked
on a number of activities and recorded modest achievements in the following areas,
namely: Broadening access to basic education – providing access to basic education,
the NEP has facilitated 2,354 schools in 36 States and FCT for pastoralist children
(432,411), 451 for fisher folk children (88,288) in 9 states, 260 schools for migrant
farmers in 8 states with 33,164 pupils; The Commission has facilitated the increase
in the number of nomadic schools. The number of Nomadic schools increased from
2,094 in 2005 to 2,294 in 2006 and to 2,526 in 2007. There was progressive teachers recruitment and retention in nomadic schools, there was an increase in the number of nomadic schools teachers from 6,918 in 2005, to 7,989 in 2006 and 8,665
by 2007; there was an increase in Nomadic girl-child education initiative of the
Commission which has increased female enrolment, progression, and transition in
Nomadic schools. The female enrolment has increased from 153,489 in 2006 to
164,769 in 2007 representing 28% increase rate (Nafisatu and Abdu, 2010).

Problems of Nomadic Education in Nigeria
According to Nafisatu and Abdu (2010), the following are the problems militating
against the smooth operation of the NEP in Nigeria: constant migration of the
nomads, the involvement of children in the productive systems, unsuitability of the
formal school curriculum, physical isolation and restriction of the nomads from
social interaction with the larger society, unfavorable land tenure system, underfunding of nomadic education and late release of approved funds, unwillingness of
State and Local Governments to make budgetary allocations for Nomadic Education Program, indiscriminate transfers of the teachers by LGEAs from the Nomadic
primary schools to conventional primary schools without replacements, the dearth
of teachers in terms of quantity and quality, relatively low level of enrolments in
Nomadic schools, general lack of supervision and monitoring of nomadic schools
by the local and state governments, relative exclusion of Nomadic schools from
UBE and other intervention funds accruing to the States, Non-provision of funds
for the Commission’s extension service programs, constant clashes and conflicts between farmers and herders and amongst fisher folks over fishing rights resulting in
displacements. According to Ismail (2000), the under-funding of nomadic education is partly blamed on inaccurate demographic data. Lack of reliable statistics
on the nomads leads to planning based on guessing; there was much confusion
as to the actual number of the nomadic schools, types of school facilities and the

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number of teachers in various locations. Lack of authentic data in these areas has
made planning for nomadic education very difficult. Schools are stationed inappropriately; few in densely populated areas, and many in sparsely populated areas.
Malinga (2009), observed that, the major hindrances to school attendance are the
daily grazing movements and the lack of labor substitutes. Unlike farmers who use
child labor marginally, the Fulani rely heavily and continuously on the children for
labor. A Fulani man will not send his child to school even if an adult is available to
attend to the animals because the child needs to learn the herding skills. The reliance
on juveniles for shepherding task, explains the poor participation of the pastoralists
in formal education.
From the foregoing, it is apparent that Nafisatu and Abdu, Ismail, and Malinga
have identified various problems of nomadic education in Nigeria. However, in this
study, the problem of underfunding of nomadic education, dearth of teachers in
terms of quantity and quality, corruption, constant migration of the nomads, and
active involvement of the school-going age children of the nomads in the productive system were ranked as the most important problems. Thus, these problems were
critically engaged in the section of data analysis.

Method of the Study
The study used mainly secondary data that were obtained from the National Commission on Nomadic Education (NCNE) and the Federal Ministry of Finance as
well as journals. The data collected were on the number of pupils enrolment, number of nomadic primary schools, number of teachers in nomadic schools and government expenditure on nomadic education in Nigeria from 1990 to 2008 as well as
the corruption perceptions indices in Nigeria. The data were analyzed using tables,
percentages, trend graphs, bar charts and rates.

Data presentation and Analysis
In order to evaluate the impact of government expenditure on nomadic education
in Nigeria, data were collected on the number of schools, teachers and the pupils’
enrolments in nomadic schools from 1990 to 2008 as presented in table 2.

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Table 2. Distribution of the of nomadic schools, Teachers and Pupils enrolment
from 1990 to 2008
Years
1990
1991
1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008

No of
schools
329
473
626
656
754
860
940
1,103
1,022
1,068
1,494
1,574
1,680
1,820
1,981
2,034
2,354
2,354
2,526

Source: NCNE, 2008

No of
teachers
878
1,489
2,491
2,365
2,822
2,788
2,915
3,265
3,265
3,365
4,748
4,907
5,290
6,306
6,861
6,918
7,989
7,989
8,665

Pupils enrolment
Male
13,763
25,942
33,463
38,335
42,738
56,759
63,638
71,695
69,578
75,601
112,958
118,905
134,930
175,962
211,931
222,061
224,304
224,304
235,064

Female
5,068
10,559
16,689
15,253
19,094
35,751
40,938
47,081
47,366
46,934
80,291
84,939
92,014
127,556
151,622
153,489
164,769
164,769
197,347

Total
18,831
65,019
50,152
53,588
61,832
92,510
104,576
118,776
116,944
122,535
193,243
203,844
226,944
303,518
363,553
375,550
389,073
389,073
432,411

The table reveals that the number of nomadic schools in the country has increased
from 329 in 1990 to 2,526 in 2008 representing a cumulative increase of 87%
in the number of nomadic schools. It further shows that, the number of teachers
employed to handle teaching and learning in the nomadic schools has increased
from 878 in 1990 to 8,665 in 2008 representing 90% increment in the number
of teachers employed during the period. The table also depicts that the number
of pupils’ enrolment in nomadic schools rose from 18,831 in 1990 to 432,411 in
2008, representing a cumulative increase of 96% in the total pupils’ enrolment
over the period. To show clearly these increasing trends, data from table 2 were used
to construct trend graphs as shown in Figures 1 and 2.
The trends show clearly that both the number of nomadic schools and teachers have
increased over time in Nigeria. The main reason for the trend may be the government’s continued grant-in-aid to the nomadic education.

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Figure 1 Trends of the number of Nomadic schools and the number of Teachers
employed over time
The chart in Figure 2 further shows that the number of pupils’ enrolment by gender in nomadic education in Nigeria is on the increase.

Source: Constructed from the data in table 2

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Figure 2. Pupils’ enrolments in Nomadic school by gender
A close examination of the chart reveals that there is a wide gap between male and
female enrolments over the years. In a bid to explain the gender gap in nomadic
education in Nigeria, we considered the general causes of low female school enrollments in Nigeria. Some of the factors are early marriages and teenage pregnancies.
These are common experiences in the country, especially in the northern part of
the country where the nomads are dominant. In that part of the country, many
school-age girls often drop out of school because of pregnancies to marry. Secondly,
cultural and religious biases adversely affect girl-child education in Nigeria. Many
Nigerian parents, especially in large families with limited resources, tend to enroll
boys in school instead or before girls. Some parents also keep their daughters out of
schools due to misinterpretation of the tenets of the Islamic religion. This practice
is typical of illiterate Muslims of which the nomads are part of. They generally believe that their female children will face sexual harassment in schools. Nonetheless,
poverty and economic issues are equally contributory factors to this gap. Given the
high level of poverty in Nigeria, many parents, including the nomads, often send
their daughters to sell wares in the market or on the street in order to generate additional incomes for the families. For the Fulani nomads, their school-age daughters
are commonly involved in the hawking of extracted cow milk. These factors are
responsible for the disproportionate male-female enrolments in Nigerian schools,
especially at the primary school level. Thus, it may be said that nomadic education
in the country also faces these general problems.
This male-female gap in school enrolments has a very serious implication for attaining the two educational Millennium Development Goals of Universal Primary
Education(UPE) and the elimination of gender disparities in the primary and secondary schools in 2015. This is so because, the EFA goals and MDGs in Nigeria
aimed at raising the gender parity rate to 80% in primary 1-6 and 50% in JS1-3 by
2015, using nomadic education as a potent tool.
Furthermore, the growth rate of government expenditure on nomadic education
in Nigeria was compared with that of pupils’ enrolments in nomadic schools. The
results are presented in table 3.

Table 3. Government Expenditure on Nomadic Education and Pupils Enrollment
in Nigeria
YEAR

EXP(N)

1990

4227139.00

1991

5284802.00

25.02

65019.00

245.28

1992

2958582.00

-44.02

50152.00

-22.87

1993

11225544.00

279.42

53588.00

6.85

1994

6930438.00

-38.26

61832.00

15.38

1995

3153896.00

-54.49

92510.00

49.62

1996

8929536.00

183.13

104576.00

13.04

1997

8876172.00

-0.60

118776.00

13.58

1998

6613698.00

-25.49

116944.00

-1.54

1999

15676272.00

137.03

122535.00

4.78

2000

17382572.00

10.88

193243.00

57.70

2001

81352364.00

368.01

203844.00

5.49

2002

87872301.13

8.01

226944.00

11.33

2003

50000000.00

-43.10

303518.00

33.74

2004

51163143.22

2.33

363553.00

19.78

2005

59890663.01

17.06

375550.00

3.30

2006

70162576.31

17.15

389073.00

3.60

2007

70373063.00

0.30

389073.00

0.00

2008

70584183.00

0.30

432411.00

11.14

% D in EXP

ENROLLMENT

% D in Enrollment

18831.00

Source :NCNE, Annual Report,2000.
The table shows that government expenditure on nomadic education has been on
the increase over the years, even though the increase has not been consistent. As it
can be seen from the table, in nominal terms, the expenditure has increased over
time from N4,227,139.00 in 1990 to N70,548,183.00 in 2008. However, in terms
of the growth rate, the trend of the expenditure on nomadic education has not demonstrated any definite trend. For instance, in 1991, the expenditure increased by

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25.05% and declined by 44.02% in 1992, it then rose tremendously by 279.42%
in 1993 and thereafter, decreased by 38.26% in 1994. The declining trend continued and again, appreciated by 183.13% in 1996 and peaked in 2001 by 368.01%
. The Expenditure dropped by 43% in 2003 and afterwards, increased moderately.
Pupils’ enrolments as depicted in the table increased continuously during the review
period except in 1992 and 1998 when a decline was recorded. The enrolments increased from 18,831 pupils in 1990 to 43,244 pupils in 2008 representing a cumulative increase of 56.45% in the number of pupils enrolled.
In order to clearly see whether the increases in the government expenditure are commensurate with the changes in the enrolments, percentage rates for the expenditure
and enrolments over time as contained in the table 3 were used to construct a trend
graph as shown in Figure 3.

Source: Constructed from the data in Table 3.
Figure 3. Trends in Percentage change in Expenditure on Nomadic Education and
School Enrollment in Nomadic school in Nigeria
A close examination of the trends reveals that the percentage increases in school
enrolments by the nomads are not proportionate with the increases in government
expenditure on nomadic education over time. Having discovered this, we tried to
ascertain the possible causes for the disproportionate relationship between government expenditure on nomadic education and nomadic school enrolment in Nigeria.
In doing this, we have engaged some variables critically to see whether they are

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responsible for this relationship . First, we considered the problem of underfunding
of nomadic education in the country. We used the ratio of government allocations
to nomadic education as the proportion of the total education allocations in the
country over the years as a proxy for underfunding problem as shown in the table 5.
Table 5. The ratio of Government Allocations to nomadic Education as a proportion of the total allocation to the Education sector in Nigeria.

Year

Government
allocation to
Education (N)

Government
allocation
to Nomadic
Education (N)

Ratio of Government
allocation to Nomadic
Education as a percentage of
Total allocation to Education
(%)

1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008

12,816,400,000
15,351,900,000
16,841,200,000
23,666,100,000
27,713,500,000
64,514,932,711
72,950,836,443
82,094,441,815
78,952,003,053
93,767,886,839
195,760,127,029
236,224,070,330
246,262,805,535
356,495,828,145

3,153,896.00
8,929,536.00
8,876,172.00
6,613,698.00
15,678,272.00
17,382,572.00
81,352,364.00
87,872,301.13
50,000,000.00
51,163,145.22
59,890,663.01
70,162,576.31
70,373,063.00
70,584,183.00

0.02
0.06
0.05
0.06
0.03
0.03
0.11
0.06
0.06
0.05
0.03
0.03
0.03
0.02

Source: Computed from Tables 1 and 4
The table shows that government expenditure on nomadic education as a percentage of the total allocations to the education sector averaged 0.05%. This proportion
is indeed ,too meager to exert any meaningful impact on nomadic education as per
increased enrolment rates. Secondly, we considered the teacher-student ratio as a
proxy for the problem of inadequacy of teachers in nomadic schools over the years
as shown in the table 6.

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Table 6. Teacher-Student Ratio in nomadic Education Schools in Nigeria
Year
1990
1991
1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008

Number of Teachers
875
1489
2491
2365
2822
2788
2915
3265
3265
3365
4748
4907
5290
6306
6861
6918
7989
7989
8665

Number of Pupils
18,831
65,019
50,152
53,588
61,832
92,510
104,576
118,776
116,944
122,535
193,243
203,844
226,944
303,518
363,553
375,550
389,073
389,073
432,411

Teacher-Student ratio
25
44
20
23
22
33
36
37
36
36
41
42
42
48
53
55
49
49
50

Source: Computed from Table 2
By taking the average of the teacher-student ratio over the years as contained in the
table 6, it was discovered that the ratio is 1:40, implying that there are 40 students
to a teacher. These number of students to a teacher is relatively high since such a
teacher may find it difficult to discharge responsibilities effectively as required. The
net effect may be abstentism by the students due to ineffective control over them
which could degenerate into subsequent drop- out of many nomads of school-age
from school. Furthermore, we examined the menace of corruption, where we used
the Corruption Perceptions Indices with a view to demonstrating how corrupt practices affect public funds in Nigeria, of which nomadic education is no exception.
Transparency International introduced the corruption perceptions Index in 1995 to
measure the level of corruption in countries. The CPI scores relate to the perceptions of degree of corruption as seen by business people and country analysts. The
scores range between 10( highly clean) and 0 (highly corrupt). The CPI scores for
Nigeria from 2003 to 2010 are shown in the table 7.
Table 7. The Corruption Perception Indices for Nigeria
Year
CPI

2003
1.6

2004
1.4

2005
1.6

2006
1.9

2007
2.2

2008
2.2

2009
2.7

2010
2.8

Source: Transparency International, 2011

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From the above table, Nigeria has an average of 2.0. This implies that Nigeria is hypercorrupt. The implication is that, even with the meager allocations to nomadic education, corrupt practices may have weakened the supposedly positive impact. Thirdly,
we looked at the constant migration of the nomads as a factor that may have caused
low school attendance of the nomads. The nomads are typically people that travel
from one place to another due to the nature of their occupations. These constant
migrations have deleterious impact on school attendance of their children. Once they
relocate from a given place, they abandon the schools their children were attending.
Thus, it normally takes the children some time to settle down and start school in the
new settlement. Lastly, we took cognizance of the factor of active involvement of the
children of the nomads in the productive system. The mentality of nomads is such
that they believe in training their young ones who are of school-age in their trades.
This practice has made them to place more preference for their productive system than
the education of their children. Consequent upon these analyzed factors, we submit
that low school attendance of the nomads may be as a result of the synergy of these
factors. Generally, the growth rates in school enrolments of the nomads in Nigeria is
not encouraging because, of the estimated 3.3 million nomads of school going age, the
available statistics show that only 432,411 nomads were enrolled for nomadic education as at 2008. This implies that, about 2,867,589 nomads representing 86.9% of
the school-age nomads were not going to school. The implication is that, with all the
efforts made by the government over time to ensure equal access to education among
the various groups in the country with a view to achieving the MDGs in the country by 2015; only 13.1% of the total nomads of school-age were going to nomadic
school as at 2008. This school enrolment rate of the nomads is too low to make any
meaningful contribution to the overall achievement of the universal basic education
as described in the Millennium Development Goal two.
In Nigeria generally, the Millennium Development Goals are influenced by some of
these socio-economic and political factors: First, there is a disconnection between the
tiers of government in the implementation of the MDGs. However, the constitutional
responsibility for the implementation of almost all the goals rest with the States and
Local governments in Nigeria’s Federal structure; but in spite of remarkable strides at
Federal level, appreciation of the requirements for meeting these goals, as well as institutional capacity remain relatively low at these levels of government. Poor governance and
integration of the MDGs into national development strategies have also been a challenge. This is aggravated by policy inconsistencies, for instance, Obansanjo regime introduced NEEDS I and II, Yar’adua’s administration instituted Seven-point Agenda and
Vision 20:20:20 and President Goodluck has now introduced Transformation Agenda.

Volume 3

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Fall 2013

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�AKIGHIR David Terfa / OKPE. I

Government Expenditure on Nomadic Education in Nigeria:
Implications for Achieving the Millennium Development Goals

All these policies are at variance in principle but targeted at achieving the MDGs in the
country. Other challenges include, lack of transparency and accountability in ministries, lack of the political will; a weak monitoring mechanism for the MDGs and low
stakeholders involvement( private sector and civil society organizations ). Lastly is the
unavailability of up to date data on most of the indicators. This is compounded by the
limited funding available for data generation and management in the country.

Findings of the Study
Emergent from the above discussion, it was found out that the government over the
years has demonstrated concern to ensure equality in the literacy level among the
various groups in the country by initiating nomadic education in order to boost the
literacy rate among the nomads who are educationally disadvantaged. This concern
can be seen from the perspective of continued and sustained expenditure on nomadic education over the years. It was discovered that increases in government expenditure on nomadic education have precipitated increases in the number of nomadic
schools in the country across the states vis-à-vis the number of teachers employed
by the government to ensure smooth teaching and learning in nomadic schools in
the country. The study revealed that enrolments by the nomads in the schools have
also increased over time but not proportionate with the increases in the government
expenditure. Factors such as underfunding, dearth of teachers, corruption, constant
migration of the nomads and active involvement of the children in the productive
system by the nomads may have been responsible for this gap. It was also found out
that, there is wide gap between male and female enrollments in nomadic schools
over the years. Factors such as early marriages and teenage pregnancies, cultural and
religious biases as well as poverty and economic issues may have been responsible for
gender gap in the enrolments in nomadic schools in the country.

foundation. Consequent upon the foregoing, the following recommendations are
submitted:
First, there should be continuous mobilization and sensitization of the nomads to
send their children to these schools especially the female children so as to bridge the
gap between the male- female enrolments in nomadic schools.
Second, the states and local governments should be made to supplement the federal
government funding of the nomadic education, as this will go along way boosting
the achievements in nomadic education in the country.
Third, nomadic educational development initiatives should be planned and aligned
with other community improvement and development programs such as agricultural extension, rural development and social welfare services. This approach will
attract the interest and involvement of more stakeholders as this will encourage the
stakeholders to support the program.
Fourthly, there should be selection of more individuals from nomadic communities
for training as teachers, this is because they are more acquainted with the cultural
values of the nomads. Thus, they will be better placed to inculcate the necessary
knowledge in the targeted nomads.
Fifthly, the government should provide support to animal health issues especially
on major diseases and vaccines as well as provision of support in the area of water
development for improvement of livestock production and reduction of incident of
conflicts between the nomads and the hosting communities. This practice will make
the nomads more stable in a place to receive nomadic education.
Sixthly, government should seek more new partnerships and greater collaboration
with development partners and other stakeholders in other to boost the financing of
nomadic education for higher results.
Seventhly, NCNE should adopt a flexible timetable that adjusts itself to seasons favorable to nomads, as this would enhance their enrollments.
Finally, the government should actively consider the issue of language barrier to
communication, and find contextually appropriate language policies.

Conclusion and Recommendations
Based on the above findings, it is concluded that the present implementation of the
nomadic education in the country may make it difficult for it to be a panacea for
achieving Millennium Development Goals(MDGs) in terms of universal basic education attainment by 2015. This is so because, the growth focus of the Millennium
Development Goals( MDGs) is more concentrated at the importance of achieving
clear and real progress in human capital development measured through educational

164

Journal of Economic and Social Studies

References
Adebiyi, M.A. (2004). Public Expenditure and human capital in Nigeria: An Autoregressive Model.
International Journal of Economics, 1(3), 86-77.

Volume 3

Number 2

Fall 2013

165

�AKIGHIR David Terfa / OKPE. I

Government Expenditure on Nomadic Education in Nigeria:
Implications for Achieving the Millennium Development Goals

Adewale, T.M, Ajayi, K.O &amp; Enikanoselu,O.A. (2005). Trends in the Federal Government Financing
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of ducation in igeria at Women evelopment entre, Abuja,12th-14th May, Abuja.
Fashima, D. (2005). Reforms in Nigeria University system: What Direction? ational reedom, 1 (6),
30-36.
Ismail ,I. (2000). Nomadic Education and Education for Nomadic Fulani. Retrieved from www.
gamji.com/fulani7.htm. on 15th August, 2011.
Federal Ministry of Finance (2011). ederal Government of
Ministry of Finance, Abuja, Nigeria.

igeria Annual Budgets. A publication of

Hinchcliffe, K. (2003). Public xpenditure on ducation in igeria: Issues, stimates and some Implications, Abuja, World Bank Publication.
Malinga, M. F. (2009). lexible education eaching nomadic children in Africa. Retrieved from www.
cedol.org/cgi-bin/items.cgi on 15th August, 2011.
Nafisatu, P. &amp; Abdul, B. (2010). Enhancing Livestock Development and Means of Existence for the
Vulnerable Populations through Education and Training. A case of NEP in Nigeria. A Paper presented at the I , P A and
forum on ivestock breeding and food ecurity in Accra, Ghana.
ecember 14th – 16th, 2010.

(

) Policy ocument, Published by NPC, Abuja, Nigeria.

Saavedrea, M.A. (2003). Debt service- Education Expenditure Nexus: The Nigerian Experience. elected Papers for the year 2002 Annual onference, The igerian conomic ociety(
) PP,243-267.
Tahir, G. (1996). Vision and Mission of Nomadic Education in Nigeria: paper delivered during the
, ational conference on Vision and Mission of igerian ducation; at the
I 22nd -25th July
1996 , Kaduna.
Tahir, G., Nafisatu, D.M &amp; Ahmed, M.M (2005). Improving the quality of Nomadic Education in
Nigeria: Going Beyond Access and Equity. A study conducted by the ederal Ministry of ducation of
igeria, 2005 in collaboration with Association for the evelopment of ducation in Africa (A A).
Retrieved at www.adea net.org. on 15th August 2011.
Tahir,G. (1998). “ Nomadic Education in Nigeria: Issues, problems and prospects”. Journal of omadic
studies,(1)1, 10-26.
Transparency International (2011). Corruption Perception Index for Nigeria. Retrieved from www.
nigerianmuse.com/2011201145701zg/nigeria-watch. 28th January,2012.
UNDP(2008). Human Development Report on Nigeria, New York
Appendix I
Figure1. An Organogram showing the organizational Chart of National Commission for Nomadic
Education
ORGANISATIONAL CHART OF NATIONAL COMMISSION FOR NOMADIC
EDUCATION
MINISTER OF EDUCATION

National Commission for Nomadic Education (1989). “ Federal Government intervention in the Education of Nomads in Nigeria, 1996 – 1999”. Memorandum submitted to the panel on streamlining/
ationalization of poverty Alleviation institutions/Agencies by the ational ommission for omadic.
A publication of NCNE, Abuja, Nigeria.
National Commission for Nomadic Education (1989).
Abuja, Nigeria.

ecree

BOARD
EXECUTIVE SECRETARY

National Commission for Nomadic Education (2000). Action plan 2000-2005,NCNE Publication,
Abuja, Nigeria.
National Commission for Nomadic Education (2002). ducation inancial ecord 1990-2002, NCNE
publication, Abuja, Nigeria.
National Commission for Nomadic Education ( 2002). Monitoring eport 2002, NCNE publication,
Abuja, Nigeria.
National Commission for Nomadic Education (2009). ducation inancial ecord 2003-2008, NCNE
publication, Abuja, Nigeria.
National Planning Commission (2004). ational conomic mpowerment and evelopment trategy

Finance
&amp; Accounts

Administration

o.14 of 1989, NCNE publication
General
Admin.

Establishment

Transport

Supply

Monitoring
Budget &amp;
Funds

North West
Zone

North Central
Zone

North East
Zone

Academic
Planning

Computer
Unit

Documentation
Unit

Evaluation

Statistics

South South
Zone

Animal
Husbandry &amp;
Extension

Legal
Services
Unit

Information
Unit

North East
Zone

Special
Services
Section

Mobilization &amp; Public
Enlightenment

University Centers

Graphics
Unit
Usmanu Danfodiyo
University, Sokoto

Source: NCNE, 2000

Field Operation

Final Accts.

South West
Zone

Physical
Planning &amp;
Maintenance

Programme Development
&amp; Extension

Monitoring Evaluation
&amp; Statistics

University
Of Jos

University
Of Maiduguri

University
Of Port-Harcourt

Audit
Unit

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                <text>The paper examines government expenditure on nomadic education in  igeria and the implications for achieving the M Gs. econdary data  were used and the data were analyzed with the aid of descriptive statistics.  The study revealed that government expenditure on nomadic education  in igeria over time has been on the increase which has necessitated the  increase in the number of nomadic schools and teachers in the country.  The study further found out that there is a wide gap between male and  female enrolments in nomadic schools in igeria; factors such as early  marriages and teenage pregnancies, cultural and religious biases as well  as economic issues were believed to be responsible for the gap. Also, it  was discovered that the total increase in nomads’ enrolments in nomadic  schools in the country is not proportionate with the increase in government  expenditure on nomadic education. The study attributed this low school  attendance by the nomads to the problems of under-funding, dearth of  teachers, constant migration of nomads, the involvement of the children  of nomads in the productive system, corruption, among others. The study  concluded that the present form of implementation of the nomadic  education would make it difficult for it to be a panacea for achieving the  M Gs in the country. ecommendations were made on how to improve  on the nomadic education system in the country.</text>
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                    <text>Halil UCAL / Mehmet BOLUKBAS

Johansen, S. (1995) ikelihood Basic Inference in ointegration Vector Autoregressive
Models, Oxford University Press, New York.
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Etkileri, Ekonometrik Bir Yaklaşım: 1984–2000, okuz ylül Üniversitesi, İİB
ergisi, 16 (1), 1–13.

Journal of Economic and Social Studies

Cox Regression Models with Time-Varying
Covariates Applied to Survival Success of
Young Firms 1(*)

Merza, E., Alawin, M. and Bashayreh, A. (2012) The Relationship Between Current
Account and Government Budget Balance: The Case of Kuwait, International
Journal of Humanities and ocial cience, 2(7), 168-177.

Aygul ANAVATAN

Akdeniz University, Faculty of Economics and Administrative Sciences,
Department of Econometrics, 07058, Antalya, Turkey
aygulanavatan@akdeniz.edu.tr,

Peker, O. (2009) Türkiye’deki Cari Açık Sürdürülebilir mi? Ekonometrik Bir Analiz,
Kocaeli Üniversitesi osyal Bilimler nstitüsü ergisi, 17(1), 164-174.

Murat KARAOZ

Puah, C., Lau, E. and Tan, K. L. (2006) Budget-Current Account Deficits Nexus in
Malaysia, Munich Personal eP c Archieves, 37677(27), 1-27.
Utkulu U. (2003) Türkiye’de Bütçe Açıkları ve Dış Ticaret Açıkları Gerçekten İkiz
mi? Koentegrasyon ve Nedensellik Bulguları”, . .Ü. İİB ergisi, 1(18), 45–61.
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İlişkilerin VAR Analizi ie İncelenmesi, skişehir smangazi Üniversitesi İİB
ergisi, 2(1), 47-63.
Vamvoukas, G. (1999) The Twin Deficits Phenomenon: Evidence From Greece,
Applied conomics, 31, 1093-1100.
Yücel F. and Ata, A. Y (2003) Eş-Bütünleşme ve Nedensellik Testleri Altında İkiz
Açıklar Hipotezi: Türkiye Uygulaması, Çukurova Üniversitesi osyal Bilimler
nstitüsü ergisi, 12(12).
Zengin, A. (2000) İkiz Açıklar Hipotezi (Türkiye Uygulaması), Gazi Üniversitesi
konomik aklaşım ergisi, 11(39), 37–67.

Akdeniz University, Faculty of Economics and Administrative Sciences,
Department of Econometrics, 07058, Antalya, Turkey,
mkaraoz@akdeniz.edu.tr
Abstr ct
The most widely used model in multivariate analysis of survival
data is proportional hazards model proposed by ox. While it is easy
to get and interpret the results of the model, the basic assumption of
proportional hazards model is that independent variables assumed
to remain constant throughout the observation period. Model can
give biased results in cases which this assumption is violated. ne
of the methods used modelling the hazard ratio in the cases that the
proportional hazard assumption is not met is to add a time-dependent
variable showing the interaction between the predictor variable and
a parametric function of time. In this study, we investigate the factors
that affect the survival time of the firms and the time dependence of
these factors using ox regression considering time-varying variables.
The firm data comes from Business evelopment enters (İŞG M)
which is a prominent business incubation center operating in urkey.

KEYWO D
urvival Analysis, ox egression
Model, Proportional Hazard
Assumption, ew irms
A

I LE HI

O Y

ubmitted:22 Jun 2012
esubmitted:03 January 2013
Accepted:25 March 2013

Jel ode: 41, 24, M13
1

This research paper has been an extension to the findings of the scientific research project
“The Factors Affecting Survival and Growth Performance of Newly Established Enterprises
in Business Incubators: A Survey on the KOSGEB Business Development Centers (İŞGEM)”,
109K139, which has been funded with grant from TÜBİTAK (The Scientific and Technological
Research Council of Turkey). We also acknowledge the administrative support to the project
from Turkish Small and Medium Entreprises Development Organisation (KOSGEB).

(*)

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Fall 2013

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�Aygul ANAVATAN / Murat KARAOZ

Evaluating the employment probability: Men and women in comparative perspective
in Attica and Central Macedonia

because
the event
of interest
death, disease
or some
other
event
of interest
usually
is death,usually
disease isincidence,
or someincidence,
other negative
individual
negative
individual
experience
(Kleinbaum
and
Klein,
2005).
experience (Kleinbaum and Klein, 2005).

Introduction
Survival analysis deals with the probability of occurrence of a given event at a set of
particular points in a time interval (Cox and Oakes, 1984; Sertkaya, Ata and Sözer,
2005). In the small business and entrepreneurship literature, survival analysis has
been used to track the start-ups over the years. The typical survival anaylsis may
include the reports of hazard rates, ratios and survival curves while relating a likely
set of independent variables to a specific event. A survival curve of a cohort of newly
established firms reports what percentage of the cohort continue to survive since its
inception over time, indicating whether some of the firms are failed over the years
(Karaöz and Albeni, 2011). In many survival studies, it has been examined whether
some variables or risk factors are effective on survival or not. Cox proportional hazards
(PH) model is the most preferred model in order to investigate the effect of variables
on survival time. The key assumption of Cox model is that hazard rate related to
different levels of the factors is constant throughout the follow-up period (Başar,
2006). Violation of the PH assumption requires additional measures for unbiased
results of Cox survival regression. In this paper, Cox regression has been applied to
investigate the survival of newly established firms under incubation. Violation of PH
assumption has been tested and further Cox regressions are performed considering
time-varying effects of independent variables to survival.

When survival time (�) is defined as a random variable with cumulative
distribution function �(�) = ��(�� � ��) and probability density function
�(�) = � �(�)⁄� (�), survival function �(�) is explained by Equation (2.1) (Yay,
Çoker and Uysal, 2007);
�(�) = �(� � �) = 1 � �(�)

Survival function �(�) gives the probability that the random variable � exceeds
the specified time � (Kleinbaum and Klein, 2005). All survival functions have the
characteristics that i) they are nonincreasing; that is, they head downward as �
increases, ii) at time � = 0, �(�) = �(0) = 1; that is, at the start of the study,
since no one has gotten the event yet, the probability of surviving past time 0 is
one, iii) at time � = ∞, �(�) = �(∞) = 0; that is, theoretically, if the study
period increased without limit, eventually nobody would survive, so the survival
curve must eventually fall to zero (Kleinbaum and Klein, 2005).
The hazard function �(�), with its complement of survival function �(�), is given
by Equation (2.2), where �� denotes a small interval of time (Kleinbaum and
Klein, 2005);
ℎ(�) = lim����

Survival Analysis
Survival analysis is a collection of statistical procedures for data analysis for which
the outcome variable of interest is time until an event occurs (Harrell, 2001). This
event may be failure, and for this reason, the analysis of such data is often referred to
as survival analysis (Bellera et al., 2010). The main objectives of the survival analysis
are i) to estimate and interpret survival characteristics: Kaplan-Meier plots, median
estimation and confidence intervals (CI), ii) to compare survival in different groups:
Log-rank test, iii) to assess the relationship of explanatory variables to survival time:
Cox regression model (Yay, Çoker and Uysal, 2007).
In a survival analysis, it is usually referred to the time variable as survival time,
because it gives the time that an individual has “survived” over some followup period
(Geiss et al., 2009). It is also typically referred to the event as a failure, because the

(2.1)

�(��������|���)

(2.2)

��

The hazard function ℎ(�) gives the instantaneous potential per unit time for the
event to occur, given that the individual has survived up to time � (Tabatabai et
al., 2007). In contrast to the survival function, which focuses on not failing, the
hazard function focuses on failing, that is, on the event occurring. Thus, in some
sense, the hazard function can be considered as giving the opposite side of the
information given by the survival function (Kleinbaum and Klein, 2005).
The Cox Proportional Hazards Model

The Cox Proportional Hazards Model

The Cox PH model is usually written in terms of the hazard model formula
shown
at Equation
This model
gives
expression
the hazard
time �
The
Cox
PH model(2.3).
is usually
written
in an
terms
of the for
hazard
modelatformula
shown at Equation (2.3). This model gives an expression for the hazard at time t

2

54

Journal of Economic and Social Studies

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Number 2

Fall 2013

55

�Aygul ANAVATAN / Murat KARAOZ

Evaluating the employment probability: Men and women in comparative perspective
in Attica and Central Macedonia

for an individual with a given specification of a set of explanatory variables
denoted by �. That is, � represents a collection of predictor variables that is being
modeled to predict an individual’s hazard (Kleinbaum and Klein, 2005);
�

ℎ(�, �) = ℎ� (�)� ∑��� �� ��

(2.3)

The Cox model formula says that the hazard at time � is the product of two
quantities. The first of these, ℎ� (�), is called the baseline hazard function. The
second quantity is the exponential expression � to the linear sum of �� �� , where
the sum is over the � explanatory � variables (Kleinbaum and Klein, 2005).

In general, a hazard ratio (��) is defined as the hazard for one individual divided
by the hazard for a different individual. The two individuals being compared can
be distinguished by their values for the set of predictors, that is, the X’s. Hazard
ratio is shown by the following formula, where �∗ denotes the set of predictors for
one individual, and � denotes the set of predictors for the other individual
(Kleinbaum and Klein, 2005);
�

*

�

� *

� = h�t,X � = h0 (t) ��p�∑ βi Xi � = ��p�∑p β�i �X i* -Xi ��
HR
i=1
�
� (t)
� (t,X)
h

h0

��p�∑ βi X i �

(2.4)

�∗ = ���∗ , ��∗ , � , ��∗ ��and�� = ��� , �� , � , �� � denote the set of �’s for two
individuals.
Once the model is fitted and the values for �∗ and � are specified, the value of the
exponential expression for the estimated hazard ratio is a constant, which does not
depend on time. If we denote this constant by ��̂, then hazard ratio can be written
as shown below (Kleinbaum and Klein, 2005);

A key reason for the popularity of the Cox model is that, even though the baseline
hazard is not specified, reasonably good estimates of regression coefficients, hazard
ratios of interest, and adjusted survival curves can be obtained for a wide variety of
data situations. Another way of saying this is that the Cox PH model is a “robust”
model, so that the results from using the Cox model will closely approximate the
results for the correct parametric model (Kleinbaum and Klein, 2005).
In addition to the general “robustness” of the Cox model, the specific form of the
model is attractive for several reasons (Kleinbaum and Klein, 2005). First, the
�

exponential part � ∑��� �� �� of hazard model ensures that the fitted model will
always give estimated hazards that are non-negative. Another tempting property of
the Cox model is that, even though the baseline hazard part of the model is
unspecified, it is still possible to estimate the �’s in the exponential part of the
model. Lastly, it is preferred over the logistic model when survival time
information is available and there is censoring. That is, the Cox model uses more
information (the survival times) than the logistic model, which considers a (0,1)
outcome and ignores survival times and censoring.
Evaluating the Proportional Hazards Assumption
For variables not satisfying the non-proportionality assumption, the power of the

�
�� = ��p�∑��� ��� (��∗ � �� )�
(2.5)

Evaluating
thetests
Proportional
Hazards
corresponding
is reduced, that
is, it isAssumption
less likely to conclude for a significant

If hazard ratio is greater than 1, the group which has the distinction of 1 category
of the variable will higher significantly likely to be exposed to interest event by
comparison 0 category of that variable. If the hazard ratio is equal to 1, chance of
closing the two groups are equal; if it is between 0 and 1, the group receiving 0
category value has a lower closing probability by comparison 1 category.

3

56

The basic assumptions of the Cox regression model can be explained as follows
(Yay, Çoker and Uysal, 2007); i) the effects of independent variables on the hazard
function are loglinear. ii) The relationship between loglineer function of
independent variables and the hazard function is multiplicative. iii) In addition to
these two assumption, observations should independent of each other and hazard
ratio should remains unchanged with respect to time, ie., is constant. This
assumption related to hazard ratio is known as proportional hazard assumption.

Journal of Economic and Social Studies

effect when there is actually one. If the hazard ratio is increasing over time, the
For
variables
not satisfying
the non-proportionality
power of the
estimated
coefficient
assuming
PH is overestimatingassumption,
at first and the
underestimating
later on. For those
of that
the model
constant
hazard ratio,
the power
corresponding
tests variables
is reduced,
is, it iswith
less alikely
to conclude
for a significant
of testswhen
is also
reduced
as a consequence
an inferior
of the model
et
effect
there
is actually
one. If the of
hazard
ratio isfitincreasing
over(Bellera
time, the
al., 2010).coefficient assuming PH is overestimating at first and underestimating
estimated
later on. For those variables of the model with a constant hazard ratio, the power of
tests is also reduced as a consequence of an inferior fit of the model (Bellera et al.,
2010).
4
Volume 3

Number 2

Fall 2013

57

�Aygul ANAVATAN / Murat KARAOZ

Evaluating the employment probability: Men and women in comparative perspective
in Attica and Central Macedonia

There are three general approaches to assess the PH assumption: 1) Graphical
Approaches; Kaplan-Meier and log-log plots, observed versus expected plots, 2)
Goodness of fit (GOF) test, 3) Statistical Methods; schoenfeld residuals, the logThere are three general approaches to assess the PH assumption: 1) Graphical
rank test and time-dependent covariates.
Approaches; Kaplan-Meier and log-log plots, observed versus expected plots, 2)
Goodness of fit (GOF) test, 3) Statistical Methods; schoenfeld residuals, the logrank test and time-dependent covariates.

Extension
theCox
Cox
Proportional
Hazards
Model
Extension ofofthe
Proportional
Hazards
Model
An important feature of this formula, which concerns the PH assumption, is that
the baseline hazard is a function of �, but does not involve the �’s. The �’s in the
formula are called time-independent �’s (Kleinbaum and Klein, 2005). It is
possible, nevertheless, to consider �’s which do involve �. Such �’s are called
time-dependent variables. If time-dependent variables are considered, the Cox
model form may still be used, but such a model no longer satisfies the PH
assumption, and is called the extended Cox model (Kleinbaum and Klein, 2005).
In the case of being time-dependent explanatory variables, Cox regression model
expands to a model which contains time-independent variables and some
functions of the time the product with these variables. Independent variables are,
where �� � �� � � � ��� time-independent variables and �� (�)� �� (�)� � � ��� (�)
time-dependent variables (Sertkaya, Ata and Sözer, 2005);
�(�) = ��� � �� � � � ��� � �� (�)� �� (�)� � � ��� (�)�

as shown. Accordingly, Cox regression model is, � and � which denote vector of
coefficients of explanatory variables (Sertkaya, Ata and Sözer, 2005);
�

�

�
�
���� �(�)� = �� (�) exp �∑���
�� �� �(�)�
�� �� + ∑���
(2.6)

as written. Where �(�) is defined as a function of time. Selection of �(�) varies
according to the state of the variables used and according to the information level
of the researchers. This function usually is defined in the form of �, ���( �), ��(�)
or step functions (Sertkaya, Ata and Sözer, 2005).

�

� (�) = �����
��
�

∗ (�)�

� ����(�)�

(2.7)

�� �
��
= exp �∑���
�� ���∗ � �� � + ∑���
�� ���∗ (�) � �� (�)��

An Application Into New Firm Survival Under Incubation
Although the survival analysis extensively has been used in medical research on
individuals, recently it becomes widely popular in business success and survival
research. Thus, rather than on individuals, in this paper, we apply Cox regression
to investigate the survival of newly established firms under incubation. There are
studies applying survival violation of PH assumption has been tested and further
Cox regressions are performed considering time-varying effects of independent
variables to survival. Our 414 observations on firm characteristics acquired from
12 different incubators, İŞGEMs, located across Turkey, in Zonguldak, Tarsus,
Ereğli, Eskişehir, Adana, Mersin, Van, Avanos, Samsun, Elazığ, Yozgat and
Diyarbakır provinces. The data includes almost all firms that currently existing
İŞGEMs or the firms that resided in the past yet left İŞGEMs by graduation or
failure. The survey data consists of the total.
A business incubator can be identified as an organization which mentors the
development of newly founded firms by specialized services such as providing
office space, specialized staff, machinery, equipment, facilities and business
assistance (Aernoudt, 2004). Thus a business incubator is a framework
organization which contains a collection of newly established firms. İŞGEMs are
one of the significant business incubation concept operating in Turkey.
Variables Used in the Analysis
For our analysis, factors affecting the initial success of young enterprises can be
summarized as i) Human capital characteristics of new enterprise's owner such as
education level and sector experience, ii) Firm characteristics such as scale, age and
human capital, iii) Industry characteristics such as market growth rate and entry
barriers, iv) Incubation features, v) Other external factors such as macroeconomic
fluctuations, regional factors and public policies (Hackett and Dilts, 2004;
Aernoudt, 2004). All of the data and variables used in our analysis are taken from
Karaöz and Albeni (2011) and descriptive statistics and definitions are presented at

The general hazard ratio formula for extended Cox model is shown below
(Kleinbaum and Klein, 2005);

58

5

Journal of Economic and Social Studies

6
Volume 3

Number 2

Fall 2013

59

�Aygul ANAVATAN / Murat KARAOZ

Evaluating the employment probability: Men and women in comparative perspective
in Attica and Central Macedonia

Although the survival analysis extensively has been used in medical research on
individuals, recently it becomes widely popular in business success and survival
research. Thus, rather than on individuals, in this paper, we apply Cox regression
to investigate the survival of newly established firms under incubation. There are
studies applying survival violation of PH assumption has been tested and further
Cox regressions are performed considering time-varying effects of independent
variables to survival. Our 414 observations on firm characteristics acquired from 12
different incubators, İŞGEMs, located across Turkey, in Zonguldak, Tarsus, Ereğli,
Eskişehir, Adana, Mersin, Van, Avanos, Samsun, Elazığ, Yozgat and Diyarbakır
provinces. The data includes almost all firms that currently existing İŞGEMs or the
firms that resided in the past yet left İŞGEMs by graduation or failure. The survey
data consists of the total.
A business incubator can be identified as an organization which mentors the
development of newly founded firms by specialized services such as providing office
space, specialized staff, machinery, equipment, facilities and business assistance
(Aernoudt, 2004). Thus a business incubator is a framework organization which
contains a collection of newly established firms. İŞGEMs are one of the significant
business incubation concept operating in Turkey.

Table 1. The variables used in analysis and descriptive statistics
VARIABLE

60

Journal of Economic and Social Studies

Number of
Mean Minimum Maximum
Observation

If the firm is closed (failed) during or after
414
the incubation 1, otherwise 0

exit

-

0

1

404

41,52

2

158

414

-

0

1

414

-

0

1

367

3,64

3

4,25

414

-

0

1

414

5,83

0

40

414

-

0

1

414

1,24

1

4

DEPENDENT VARIABLE
The elapsed time from the firm’s entry
into incubation until it’s closed (month)

incubage

INDEPENDENT VARIABLES
If entrepreneur’s income only comes
from the incubated firm 1, otherwise 0
If entrepreneur is female 1, male 0 (If
gender
there are both male and female partner 0)
Entrepreneur’s age (If there is a partnerlnentage ship, it is taken as the oldest entrepreneur’s age-logarithmic scale)
If entrepreneur is a college graduate 1,
enteduuni otherwise 0 (if there is a partnership and
one of the partners is college graduate 1)
Entrepreneur’s prior experience before
entexp
arriving İŞGEM (year)
If there is a role model for entrepreneurfamily
ship in entrepreneur’s family or surrounding 1, otherwise 0
The number of partners within the estabpartner
lished firm
income

FEATURES OF THE FIRM

Variables Used in the Analysis
For our analysis, factors affecting the initial success of young enterprises can be
summarized as i) Human capital characteristics of new enterprise’s owner such as
education level and sector experience, ii) Firm characteristics such as scale, age and
human capital, iii) Industry characteristics such as market growth rate and entry
barriers, iv) Incubation features, v) Other external factors such as macroeconomic
fluctuations, regional factors and public policies (Hackett and Dilts, 2004;
Aernoudt, 2004). All of the data and variables used in our analysis are taken from
Karaöz and Albeni (2011) and descriptive statistics and definitions are presented at
Table 3.1. The entrepreneur’s age, gender, education, professional career history and
experience and family environment factors are the main factors in the literature in
terms of the survival of firms (Karaöz and Albeni, 2011).

DEFINITION
EVENT OF INTEREST

CHARACTERISTICS OF THE ENTREPRENEUR

An Application Into New Firm Survival Under Incubation

export

If the firm export 1, otherwise 0

414

-

0

1

lnempini

initial firm size (logarithmic scale)

392

1,31

0

5,70

414

-

0

1

414

-

0

1

414

-

0

1

414

-

0

1

If the firm is a brand owner 1, otherwise 0 414

-

0

1

If firm’s founding capital is completely
loan 1, otherwise 0
If entrepreneur is in cooperation with
networking stakeholders within and outside the
incubator 1, otherwise 0
If entrepreneur has made innovation 1,
innova
otherwise 0
If the firm has had an advertising 1, othadvert
erwise 0

onlyloan

brand

Volume 3

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61

�EXTERNAL
FEATURES

incubsize
sector
compete

prorank

cycle

The number of incubation’s workshop
If the firm is in the manufacturing industry 1, in the service sector 0
Intensity of competition in the sector (1-5
Likert scale)
(%) Share of the GDP per capita of the
province in the Country GDP where the
incubation center is located
If the firm has experienced an economic
crisis 1, otherwise 0

Figure 1. The survival curve of firms which is present or graduate from incubation (month)
0

1
Kaplan-Meier survival estimate

1.00

-

0

1

414

43,14

14

84

411

-

0

1

410

-

1

5

414

1,51

0,59

2,07

414

-

0

1

0.75

-

0.50

whenest

If entrepreneur has used at least one of
the common services offered by incuba- 414
tion 1, otherwise 0
If the incubated firm entered the incubation center within first 3 years (36 months) 414
of incubation center 1, otherwise 0

0.25

comserv

Evaluating the employment probability: Men and women in comparative perspective
in Attica and Central Macedonia

0.00

INDUSTRIAL
INCUBATION
PROPERTIES SERVICES AND PROPERTIES

Aygul ANAVATAN / Murat KARAOZ

Source: Karaöz M. and Albeni M.,” The Factors Affecting Survival and Growth Performance of Newly
Established Enterprises in Business Incubators: A Survey on the KOSGEB Business Development Centers
(İŞGEM)”, TÜBİTAK Project No: 109K139, Isparta, March 2011.

(exit) variable is used as dependent variable. It takes the value of 1 if the firm is closed
within the period in incubation or after the firm has graduated from incubation, the
value of 0 in other cases. In addition to (exit), exit time (incubage) is the other
main variable in our survival analysis. As seen at Table 3.1, for our dataset, the firms’
average life expectancy is 41.52 months. The maximum survival time observed as
158 months. Some of the firms failed either during or some time after leaving the
incubator. Yet some of the firms still continue their activity either at incubator or
outside the incubator. Survival curve of firms has been presented at Figure 3.1.
According to the figure, surivors after 158 months diminish to about 20%.

50

0

analysis time

100

150

Results
All Cox Regression results with and without considering time effects are presented in
Table 3.2. (gender), (lnentage), (family), (export), (lnempini), (advert), (brand),
(comserv), (sector), (compete) and (cycle) variables are insignificant in Model 1,
which the time-dependent effects have not taken into account. According to Model
1 estimates, entrepreneur’s gender, age, whether s/he is affected family environment;
initial firm size, whether the firm exports and does advertising, whether the firm
is brand owner; whether the firm takes advantage of common services offered by
incubators; the sector in which the firm, intensity of competition in the sector and
whether the firm experienced any macroeconomic crisis are not significant on the
firms’ survival times. Our tests indicate that further estimations are necessary using
time-dependent variables. Thus we produce further new estimates and present most
relevant two model results at Table 3.2.
Model 2 includes the variables which in Model 1 and all of the interaction terms
created by each of these variables multiplying , which is a function of time, in
order to handle variable-time interaction. The Model 3 are obtained by removing
the interaction terms of (lnempini), (innova), (enteduuni), (whenest), (export),
(brand), (gender), (sector), (advert), (networking), (entexp), (income),
(onlyloan), (partner), (family), (lnentage), (comserv), (compete) and (cycle)
variables from the model. Model 3 is the best model that takes into account timedependent effects. The variables of (incubsize) and (prorank) are found to be the
time-dependent variables.

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Journal of Economic and Social Studies

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�Aygul ANAVATAN / Murat KARAOZ

Evaluating the employment probability: Men and women in comparative perspective
in Attica and Central Macedonia

Table 2. The estimates of the basic model and Cox model with time-dependent variables

Variable Coefficient

Variable

income

gender

lnentage

enteduuni

entexp

family

partner

export

lnempini

onlyloan networking innova

advert

brand

comserv whenest incubsize sector compete prorank cycle

1.18

-0.056

0.265

0.659

-0.084

-0.307

-1.71

0.827

0.214

-1.03

-1.47

-1.67

0.636

0.865

0.264

-1.18

0.010*** 0.892

0.732

0.044**

0.042** 0.402

0.015**

0.308

0.278

0.063*

0.004***

0.006*** 0.17

0.275

0.592

0.013** 0.002*** 0.738 0.416

0.013** 0.21

5.16

1.14

6.45

0.289

-0.307

-4.63

1.07

6.47

0.274

-6.97

4.45

-2.24

-2.74

-4.22

-6.63

-0.985

-0.261

19.4

0.253

0.745

0.422

0.924

0.342

0.205

0.844

0.576

0.847

0.215

0.333

0.74

0.522

0.685

0.217

0.813

0.015** 0.291 0.23

0.003*** 0.085*

1.75

-0.093

0.721

0.762

-0.101

-0.249

-2.39

0.951

0.196

-1.88

-1.54

-2.46

0.615

1.61

0.638

-2.25

-0.253

16.9

0.000*** 0.826

0.364

0.024**

0.013** 0.518

0.001*** 0.303

0.298

0.002*** 0.004***

income

gender

lnentage

enteduuni

entexp

family

partner

export

lnempini

onlyloan networking innova

advert

brand

comserv whenest incubsize sector compete prorank cycle

-0.959

-0.352

-1.48

0.139

0.055

1.23

-1.08

-1.25

-0.023

1.3

-1.7

-0.147

0.924

1.48

1.99

-0.415

0.059

0.427

0.699

0.474

0.861

0.505

0.212

0.457

0.678

0.954

0.378

0.177

0.937

0.418

0.582

0.161

0.718

0.030** 0.344 0.17

0.001*** 0.108

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

0.058

-

-

-5

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

0.017** -

-

0.001*** -

-0.02

-0.156 -0.157

-1.16

0.46

Model 1

-4.39

2.92

10.5

Model 2

-0.425 -0.341

0.791

Model 3

Model 2
(cont.)

Model 3
(cont.)

0.001*** 0.198

0.074* 0.234

0.000*** 0.009*** 0.362 0.099*

1.03

-0.903

0.002*** 0.040**

-5.74

-2.5

-

*, **, and *** indicate significance at the 1, 5, and 10% levels, respectively.
Log-likelihood and prob values of ​​Model 1, 2 and 3, respectively, are -190.632 [0.000***],
-165.552 [0.000***] and -173.255 [0.000***].

64

Journal of Economic and Social Studies

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Number 2

Fall 2013

65

�Aygul ANAVATAN / Murat KARAOZ

Evaluating the employment probability: Men and women in comparative perspective
in Attica and Central Macedonia

Also considering the Model 2 and 3, we obtain various results regarding the variables.
The possibility of failure of the firms, whose owners only dependent on earnings
coming from its new-born firm, is about 6 times higher than other firms. In this
case it has been seen that the entrepreneurs having income from other sources are
more likely to be successful in start-up business. It is interesting to see the result that
the firms whose owners are university graduates have about two times higher risk of
failure than other firms. Yet there is a plausible explanation. Most of the incubator
residents are specialized in low-technology industries, which have higher likelihood
of failure. University graduates, who later realized that the new business has not
much prospect, close the firm immediately and return looking for a job related to his
carreer. University graduates have higher chance of finding a better paying job than
non-university graduates. By the same token, non-university graduates seem to strive
more to keep the new business alive. An increase in the number of partners in the
firm decreases the possibility of failure of firms to 20%. It is interesting to see that
failure risk of firms, whose founding capital is formed entirely by loans, is only about
%15 of the other firms, whose initial capital is partially or fully self-financed. If an
entrepreneur is in collaboration with stakeholders within and outside the incubation,
survival probability of the firm becomes approximately 5-times higher. Moreover, it
has been seen from the estimates that innovation activity of new firms increases chance
of survival approximately 12-times. Brand ownership also increases the chance of the
firm’s survival. Establishing a firm within an incubation center that is within its first
3-years (36 months) increases survival probability. Finally, firms those experiences a
macroeconomic crisis have nearly two times more likelihood of failure than others.

were estimated by including the time-dependent explanatory variables in the model.
Our extended model results have shown that it become useful to estimate the Cox
Proportional Hazards regression by also including the time-varying explanatory
variables to the analysis. Both the time-independent and time-dependent variables
create significant effects on the probability of survival of the İŞGEM firms.
Overall, our estimates suggest that entrepreneurial experience acquired before
starting business at İŞGEM, higher number of partners in the firm, formation
of the firm’s capital completely by loan, being in collaboration with stakeholders
within and outside the incubator, innovative activities in the firm, starting the new
business within first 36 months of an incubator (in a young incubator), higher
number of office spaces, establishing the firm in an economically larger province,
and the density of competition in the sector have positive impact on the probability
of survival of the new-born firms within the incubator. Entrepreneurs whose only
source of income comes from the young firm, who has college diploma, who has
brand ownership at the firm, who experience a macroeconomic crisis are more likely
to fail.

References
Aernoudt, R. (2004). Incubators: Tool for Entrepreneurship?. mall Business conomics, 23, 127-35.
Başar, E. (2006, May). rantılı lmayan Hazard Üzerine Bir Çalışma. Paper presented at 5. İstatistik
Günleri Sempozyumu, Antalya, pp.111-16.
Bellera, C.A., MacGrogan, G., Debled, M., De Lara, C.T., Brouste, V., &amp; Mathoulin-Pélissier, S.
(2010). Variables with time-varying effects and the Cox model: Some statistical concepts illustrated
with a prognostic factor study in breast cancer. BM Medical esearch Methodology, 10:20.

Conclusions
Cox proportional hazard model, besides others, rest on proportional hazards
assumption that independent variables do not vary with time. When PH assumption
is violated, Cox regression estimates become biased. Then, Cox survival estimates
can be corrected by including the time-varying effects to the analysis. Identification
and calculation of time-dependent effects give the opportunity to obtain some
otherwise unseen valuable special time pattern information.
In our analysis, initially, the Cox regression was performed by considering that all
explanatory variables are constant over time. Then, extended Cox regression models

66

Journal of Economic and Social Studies

Cox, D.R., &amp; Oakes, D. (1984). Anaylsis of urvival ata. London: Chapman and Hall.
Demirgil, H. (2008). irmaların Hayatta Kalma and Büyüme Performanslarını Belirleyen aktörler:
Göller Bölgesi Üzerine Bir Araştırma. Ph.D. Thesis. Department of Economics, Süleyman Demirel
University, Isparta.
Geiss, K., Meyer, M., Radespiel-Tröger, M., &amp; Gefeller, O. (2009). SURVSOFT—Software for
nonparametric survival analysis. omputer Methods and Programs in Biomedicine, lsevier Ireland
., 96, 63–71.
Hackett, M., &amp; Dilts, D.M. (2004). A Systematic Review of Business Incubation Research. Journal of
echnology ransfer, 29, 55-82.

Volume 3

Number 2

Fall 2013

67

�Aygul ANAVATAN / Murat KARAOZ

Karaöz, M., &amp; Albeni, M., (2011), İş Kuluçkalarında Yeni Kurulan Girişimlerin Hayatta Kalma
ve üyüme Performansını Etkileyen Faktörler: KO GE İş Geliştirme Merkezleri (İŞGEM)
Üzerine ir Araştırma. The Scientific and Technological Research Council of Turkey (TÜBİTAK).
(Issue Brief No. 109K139).
Kleinbaum, D.G., &amp; Klein, M. (2005). urvival Analysis: A elf- earning ext (2nd Ed.). New York:
Springer.

Journal of Economic and Social Studies

Unit Root Properties of Energy
Consumption and Production in Turkey

Scheike, T. H. (2004). Time-Varying Effects in Survival Analysis. In: N. Balakrishnan &amp; C.R. Rao.
(Ed.), Advances in urvival Analysis, 61-85. Amsterdam: Elsevier North-Holland.

Özgür Polat
Department of Economics
Dicle University, Diyarbakır, Turkey
opolat@dicle.edu.tr

Sertkaya, D., Ata, N., &amp; özer, M. T. (2005). Yaşam çözümlemesinde zamana bağlı açıklayıcı
değişkenli Cox regresyon modeli. Ankara Üniversitesi ıp akültesi Mecmuası, 58, 153-58.
Tabatabai, M. A., Bursac, Z., Williams, D. K., &amp; Singh, K. P. (2007). Hypertabastic survival model.
Theoretical Biology and Medical Modelling, 4:40.

Enes E. Uslu
Department of Econometrics
Ataturk University, Erzurum, Turkey
ertad10@hotmail.com

Yay, M., Çoker, E., &amp; Uysal, Ö. (2007). Yaşam Analizinde Cox Regresyon Modeli ve Artıkların
İncelenmesi, errahpaşa ıp ergisi, 38, 139-45.

Hüseyin Kalyoncu
Department of International Trade
Meliksah University, Kayseri, Turkey
hkalyoncu@meliksah.edu.tr
Abstr ct
This study analyzes unit root properties of total and sectorial energy
production and consumption series of urkey. This study is the first
to analyze unit root properties of urkish energy production and
consumption in detail. The unit root analysis of energy production
and consumption are tested by using unit root tests based on M
considering without structural break and with one and two structural
breaks. According to unit root test without structural break, the unit
root hypothesis is rejected only for consumption of natural gas. The unit
root hypothesis is rejected for 15 out of the 33 series by the
test with
one structural break. When unit root test with two structural breaks are
conducted, 25 out of the 33 series are found to be stationary around a
deterministic trend. The production of hydraulic and the consumption
of lignite, electricity, petroleum, coal and electricity, total energy and
petroleum consumption in ransportation sector are found to be nonstationary, which indicates that the impacts of innovations on these
variables will be permanent. The policy implication of the results suggests
that the impacts of shocks on energy consumption and production will be
temporary and not have a long memory for most of variables.

KEYWO D
nergy onsumption, nergy
Production, nit oot Analysis,
urkey
A

I LE HI

O Y

ubmitted: 04 ctober 2012
esubmitted: 24 ecember 2012
Accepted: 25 March 2013

JEL ode: Q43, Q48
Volume 3

Number 2

Fall 2013

69

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                <text>The most widely used model in multivariate analysis of survival  data is proportional hazards model proposed by ox. While it is easy  to get and interpret the results of the model, the basic assumption of  proportional hazards model is that independent variables assumed  to remain constant throughout the observation period. Model can  give biased results in cases which this assumption is violated. ne  of the methods used modelling the hazard ratio in the cases that the  proportional hazard assumption is not met is to add a time-dependent  variable showing the interaction between the predictor variable and  a parametric function of time. In this study, we investigate the factors  that affect the survival time of the firms and the time dependence of  these factors using ox regression considering time-varying variables.  The firm data comes from Business evelopment enters (İŞG M)  which is a prominent business incubation center operating in urkey.</text>
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                    <text>Journal of Economic and Social Studies

co

Journal of Economic
and Social Studies
Volume 3

Number 2

Do Private Savings Offset
Public Savings in Turkey?

Fall 2013

Hasan GÖCEN
Department of Economics,
Faculty of Economics and Administrative Sciences
Meliksah University, 38280 Kayseri, Turkey
hgocen@meliksah.edu.tr

CONTENTS
Refereed Articles
5

Do Private Savings Offset Public Savings in Turkey?
Hasan Göcen, Hüseyin Kalyoncu And Muhittin Kaplan,

15

Store Personality: Perceptions Towards Consumer Electronics Chain Stores in
Turkey:A Case of University Students
Keti Ventur , Ipek K z nco lu, lif stund l and ezan tl d l

39

The Role of Twin Deficit Problem in Sustainable Growth: An Econometric
Analysis for Turkey
Halil
A and Mehmet B
KBA

53

Cox Regression Models with Time-Varying Covariates Applied to Survival
Success of Young Firms
Aygül An
t n and Murat K r öz

69

Unit Root Properties of Energy Consumption and Production in Turkey
zgür Pol t, nes . slu, Hüseyin K lyoncu,

87

Measuring and Reporting Cost of Quality in a Turkish Manufacturing
Company: A Case Study in Electric Industry
Hilmi K rl o lu and ülküf Çe
,

101

Social Anxiety and Usage of Online Technological Communication Tools
among Adolescents
Bilal s
n, inan oru and Ali leren

115

State as the Source of Wealth: In Ottoman Economic Thought: A different
approach to reflections in the aftermath of the global crisis
Birol Çet n

131

Impact of Military Expenditure and Economic Growth on External Debt:
New Evidence from a Panel of SAARC Countries
Khalid
n, Iqtidar Ali
, Muhammad Mushtaq K n and Mehboob A
d,

149

Government Expenditure on Nomadic Education in Nigeria:
Implications for Achieving the Millennium Development Goals
Akighir avid erf , kpe. I

166

List of Reviewers for This Issue

Hüseyin KALYONCU
Department of International Trade and Business,
Faculty of Economics and Administrative Sciences
Meliksah University, 38280 Kayseri, Turkey
hkalyoncu@meliksah.edu.tr
Muhittin KAPLAN
Department of Economics,
Faculty of Economics and Administrative Sciences
Meliksah University, 38280 Kayseri, Turkey
mkaplan@meliksah.edu.tr
Abstr ct

The issue of whether public savings offset private savings, and visa vice, KEYWO D
has important implications for the effectiveness of fiscal policy. This study avings, ffset
oefficient, icardian
examines long-run relationship between public and private savings rates using
,
annual urkish data for the period 1975-2005. The result of ngle-Granger quivalence,
.
cointegration test has shown that there is no long-run relationship between M
private and public savings ratios. However, once endogenously determined
A I LE HI O Y
structural break is allowed, the test results confirm the existence of the
ubmitted: 29 Jun 2012
cointegration relationship between private and public savings. conometric
esubmitted: 13
estimation of the offset coefficients using both M
and
yields values
ecember 2012
of between -0.11 and -0.82. The results also indicate that the potency of fiscal
Accepted: 25
policy significantly reduced with the liberalization of financial markets.
ecember2012
JEL odes: 6, H6, 21.

Volume 3

Number 2

Fall 2013

5

�Hasan GÖCEN / Hüseyin KALYONCU / Muhittin KAPLAN

Do Private Savings Offset
Public Savings in Turkey?

Introduction

Methodology and Data

The relationship between private and public savings has been central issue in both
the theoretical and the empirical literature. The importance of the subject stems from
the fact that the effectiveness of fiscal policy is closely related to the responsiveness
of private saving to changes in fiscal stance. The relationship between lower public
deficits and national savings, however, remains controversial both theoretically and
empirically. Theoretically, while Keynes (1936) assumes no relationship between
private and public savings, Friedman (1957) and Modigliani (1946) develop models
showing full substitution between private and public savings. Barro (1974) also
introduced the notion of perfect substitutability between private and public savings,
which is called Ricardian Equivalence Proposition (REP).

Empirical studies on testing the REP estimate the following model:

Although there area number of opposing views in the theoretical literature,
ultimately, it is an empirical issue to determine the extent to which private savings
offset public savings. In the empirical literature, the relationship between private
and public savings is investigated for different countries using different econometric
methodologies. However, there is no consensus over the size offset coefficient (for
a survey see Seater, 1993, Holmes 2006 and Ricciuti 2007). Studies on advanced
economies have shown that about half of the change in public savings is offset by an
opposite change in private saving (Masson et. al. (1998); Hemming et. al. (2002);
Holmes (2006); Mandal and Payne (2007); Seater and Mariano (1985); Leiderman
and Razin (1988); Makin and Narayan (2009); De Castro andFernandez (2009)).
Although empirical studies are limited in number, offset coefficients were found
to be higher for developing countries than for developed countries (Loayza et. al.
(2000); Lopez et. al. (2000); De Mello et. al.(2004); Edwards (1996); Masson et. al.
1998; Bulir and Swiston (2009)).
This study provides evidence on the validity of the REP by applying powerful
econometric techniques of DOLS and FMOLS to time series data of a developing
country, Turkey. This paper is organized as follows. Following section sets out the
econometric methodology and the data employed in this study. Then, we presented
the findings of the study in the empirical section. Last section concludes.

					

(1)

where refers to private sector savings as a proportion of GDP, is public sector savings
as a ratio to GDP; is the long-run public-private offset (substitution) coefficient is
the intercept term and represents usual error term. takes value between 0 (no offset)
and -1 (full offset). If , then a decrease in public sector savings is fully offset by an
increase in private sector savings.
The data employed in our empirical analysis is an annual private and public sector as
a percentage of GDP obtained from State Planning Organization (SPO) publications
for the years 1975 and 2005. Before estimating the long-run offset function given
in equation (1), we first need to investigate the time series properties of the private
and public sector saving ratios. Results obtained from unit root tests which are
performed to determine whether savings variables have a unit root are presented in
Table 1a and Table 1b. While Table 1a presents the results obtained from the ADF,
DF-GSL, PP, KPSS and ERS unit root tests, Table 1b shows the Ng-Perron unit
root test results. Examination of the Tables show that the null hypothesis of unit
root could not be rejected for both private and public sector savings ratios.

Table 1.a. Unit Root Test Results
Constant
-1.432876
-1.367547
-1.454917
0.538798
8.002194

ADF
DF-GLS
PP
KPSS
ERS

PSR
Constant and Trend
-1.133958
-1.595668
-1.253357
0.110454
13.83224

Constant
-1.473065
-1.384922
-1.479741
9.029962
8.084297

GSR
Constant and Trend
-2.322051
-1.798766
-1.480789
0.380299
12.96383

Note: ADF, DF-GSL, PP, KPSS and ERS stand for Augmented Dickey-Fuller (1979), Phillips Perron (1988),
Elliot, Rothenberg, and Stock (1996), Kwiatkowski, Phillips, Schmidt and Shin (1992), Elliot, Rothenberg,
and Stock point optimal (ERS, 1996) unit root tests.

6

Journal of Economic and Social Studies

Volume 3

Number 2

Fall 2013

7

�Hasan GÖCEN / Hüseyin KALYONCU / Muhittin KAPLAN

Do Private Savings Offset
Public Savings in Turkey?

Table 1.b. Ng-Perron Unit Root test Results
PSR
GSR
Asymptotic critical values*:
1%
5%
10%

MZa
-3.24375
-3.23349

MZt
-1.25975
-1.27022

MSB
0.38836
0.39283

MPT
7.53622
7.57531

-13.8000
-8.10000
-5.70000

-2.58000
-1.98000
-1.62000

0.17400
0.23300
0.27500

1.78000
3.17000
4.45000

Note:The number of lags used in Ng-Perron (2001) unit root test is determined by Schwarz Information
Criteria(SIC) and turned out to be zero for all specifications.

Having established that private and public savings ratios are I(1) variables, we need to
test for cointegration between private and public savings to avoid spurious regression.
To determine whether there is long-run relationship among these variables, the
Engle-Granger (1987) methodology is employed. Testing for cointegration within
this methodology involves extracting the residuals from equation (1) and testing
for unit root in residuals. The Engle-Granger bivariate cointegration equation
and the ADF tests applied to residuals are reported in Table 2. The optimal lag
determined by using Schwarz and Akaike information criteria turned out to be zero.
The cointegration test statistic is -2.086 with a probability value of 0.251 implying
non-rejection of the null of unit root in residuals. Hence, there appears to there is no
long-run relationship between private and public sectors savings ratios.
Table2. Engle- Granger Cointegration Test
Dependent Variable
PSR

Constant
20.157
(0.531)*

ADF test statistics (probability):

-2.086 (0.251)

Test Critical values:

1% level
5% level
10% level

GSR
-1.009
(0.101)*

The cointegration test results obtained from the Johansen and Juselius (1990)
method for the model (1) is presented in Table 3. The examination of the table
indicates that the null hypothesis of no cointegration cannot be rejected by both the
maximum eigenvalue and the trace statistic for the model implying that there is no
long-run relationship between private and public savings.
Table 3. Johansen-Juselius Maximum Likelihood Co integration Tests
Trace Test
Alternative
Null
r=0
r≥1
r≤1
r≥2

Statistic
11.946
1.881

Critical Values
15.494
3.841

-3.671
-2.964
-2.621

Furthermore, we employed Johansen multivariate cointegration tests to explore if
there is a long run relationship between private and public savings. The number of

Journal of Economic and Social Studies

Maximum Eigenvalue Test
Null
Alternative Statistic
r=0
r=1
10.065
r≤1
r=2
1.8810

Critical Values
14.264
3.8415

Notes: Asterisks (*) denotes statistical significance at 5%. R stands for the number of cointegrating vectors.

However, the cointegration tests have a low power in the presence of a structural
break (Gregory and Hansen, 1996). For this reason, we applied Gregory-Hansen
cointegration procedure to test whether there is long-run relationship among private
and public savings. Specifically, Gregory and Hansen (1996) provide the following
three structural break alternatives given by equations (2a-2c):
		

		

		

(2a)
		

		

Note: The values in parenthesis are standard errors. * indicate significant at 1% level.

8

lags used in the underlying the vector auto regression (VAR) model were determined
as one for the model according to both the Schwarz Bayesian Criterion (SBC) and
Akaike’s Information Criterion (AIC). The corresponding values of SBC and AIC
criterion are 9.160 and 8.867 respectively.

(2b)
(2c)

where D represents a dummy variable equal to 0 if is less than or equal to unknown
timing of change , otherwise it is equal to one; is time trend; other variables are
defined as before. The first co integration regression (2a) is allowed to have a level
break, the second model includes level shift and time trend and third model includes
regime shift variable.

Volume 3

Number 2

Fall 2013

9

�Hasan GÖCEN / Hüseyin KALYONCU / Muhittin KAPLAN

Do Private Savings Offset
Public Savings in Turkey?

Given that the structural break point is unknown, Gregory-Hansen procedure
involves computing the cointegration test statistics for each possible break and
taking the minimum test statistics (ADF test) across all possible break points. That
is, the break point is unknown and determined by finding the minimum value for
the ADF statistic. The Akaike Information criterion (AIC) is used to determine
the number of lags of the change in the residual used in computing the ADF
statistic and turned out to be zero for all three models. The results of the GregoryHansen Cointegration procedure for all specifications indicate that the null of no
cointegration is rejected with an endogenous break year of 1989. The ADF statistics
for equations (2a-2c) are -5.082, -5.34836 and -5.15361 respectively and they are
statistically significant at 5 percent level.

Table 4.a. FMOLS and DOLS Estimates for Level Shift Model, 1975-2005

Constant
GSR
D

FMOLS
16.129
(1.002)*
-0.709
(0.129)*
5.112

DOLS
15.734
(0.682)*
-0.741
(0.0967)*
5.377

(1.268)*

(0.891)*

Note: *, **, *** indicate significance at 1%, 5% and 10% level of significance respectively. The values in parenthesis are standard errors.

Table 4.b. FMOLS and DOLS Estimates for Level Shift with trend Model, 1975-2005

Empirical Results

Constant

Having found evidence of co integration and having established that private and
public saving are I(1), the equations (2a-2c) are estimated using the Dynamic
OLS (DOLS) proposed by Stock and Watson (1993) and the FMOLS proposed
by Phillips and Hansen (1990).In the estimation of equations (2a-2c) with the
Dynamic OLS (DOLS), we used two lead and lag terms. The number of lead and
lag-terms are determined by using AIC and SBC criterion. The results obtained
from FMOLS and DOLS estimators are presented in Tables 4a-4c. Examination
of the Tables indicates that while the FMOLS coefficients of offset (betas) ranges
between -0.82 and -0.46, the DOLS coefficients of betas ranges from -0.74 to -0.11
yielding a partial offset. For models (2a) and (2b), coefficient on government savings
is statistically significant at 1% level. However, the offset coefficient is insignificant
in the model (2c). The long-run offset coefficient estimated by FMOLS (DOLS)
is -0.458 (-0.11) but they are both statistically insignificant. However, there was
statistically significant (at 5% level) change in the slope coefficient, , after 1989 for
DOLS estimates. Thus allowing for the slope change in the regime shift specification
in the DOLS case, the long-run coefficient is -0.72 (. The structural break dummy,
D, is significant across alternative estimates implying the presence of structural
break in the data. Taken together, the results show that a structural break did occur
in the long-run relationship between private and public saving in 1989.

10

FMOLS
18.263
(1.310)*
-0.819
(0.124)*
7.320
(1.503)*
-0.193
(0.084)**

Journal of Economic and Social Studies

GSR
D
TREND

DOLS
13.892
(1.393)*
-0.577
(0.148)*
4.693
(1.049)*
0.137
(0.088)

Note:Seethenote in Table3.a.

Table 4.c. FMOLS and DOLS Estimated for Regime Shift Model, 1975-2005
FMOLS
14.571
(2.977)*
-0.458
(0.462)
6.627
(3.032)**
-0.268
(0.483)

Constant
GSR
D
DGSR

DOLS
11.685
(2.263)*
-0.109
(0.349)
9.355
(2.318)*
-0.613
(0.322)**

Note:Seethenote in Table3a.

Volume 3

Number 2

Fall 2013

11

�Hasan GÖCEN / Hüseyin KALYONCU / Muhittin KAPLAN

Do Private Savings Offset
Public Savings in Turkey?

Concluding Comments

Engle, R. F. &amp; Granger,C. W. J. (1987), Co-integration and error correction: representation, estimating
and testing, Econometrica, 55, 251-276.

This study examines the long-run relationship between private and public sector
saving ratios using FMOLS and DOLS methodologies. Empirical findings of this
study can be summarized as follows: First, there is no long-run relationship between
private and public savings unless endogenous structural break in the cointegration
relationship is allowed in Turkish case. Secondly, the extent of offset coefficients
ranges from -0.82 to -0.11 supporting weak form of Ricardian equivalence.
Statistically significant change in the slope coefficient in DOLS case also shows
that the substitution (offset) between private and public savings are stronger after
1989. This point is particularly worth mentioning because financial repression in
Turkish economy was fully removed at this date. Thirdly, the results of the paper
suggest that the effectiveness of fiscal policy implementations by the government
has decreased significantly after achieving financial liberalization in 1989.The
statistically significant and relatively large coefficient () on regime shift variable can
be taken as an evidence for this argument.

Friedman, M. (1957), A Theory of the consumption function, Princeton University Press, New Jersey.
Gregory, A. W. &amp; Hansen,B. E. (1996), Residual based tests of cointegration in models with regime
shifts, Journal of Econometrics, 70, 99-126.
Hemming, R., Kell,M. &amp; Mahfouz,S. (2002),The effectiveness of fiscal policy in stimulating economic
activity, IMF Working Paper, WP/02/208, IMF.
Holmes, M. J. (2006), To what extent are public savings offset by private savings in the OECD, Journal
of Economics and Finance, 30, 285-296.
Johensen, S. &amp;Juselius, K.(1990), Maximum likelihood estimation and inference on cointegration
with applications to the demand for money, Oxford Bulletin of Economics and Statistics, 52, 169210.
Keynes, J. M. (1936),The general theory of employment, interest and money, Macmillan, Houndsmills,
UK.
Kwiatkowski, D. P. C. B. Phillips, Schmidt,P. &amp;Shin,Y. (1992), Testingthenullhypothesis of
stationaryagainstthealternative of a unitroot, Journal of Econometrics, 54, 159-178.
Leiderman, L.,&amp;Razin,A. (1988), TestingRicardianneutralitywith an intertemporalstochastic model,
Journal of Money, CreditandBanking, 20, 1-21.

References

Loayza, N., Schmidt-Hebbel,K., &amp;Serven,L. (2000), What drives private saving across the
World?,Review of Economics and Statistics, 82, 165-181.

Makin, A. J. &amp;Narayan,P. K. (2011), How potent is fiscalpolicy inAustralia?, EconomicPapers, 30,
377-385.

Lopez, J. H., Schmidt-Hebbel, K. &amp;Serven,L. (2000), How effective is fiscal policy in raising national
saving?,Review of Economics and Statistics, 82, 226-238.

Barro, R. (1974), Are government bonds net wealth?,Journal of Political Economy, 81, 1095-1117.

Mandal, A. &amp; Payne,J. E. (2007), The long-run relationship between private and public savings: an
empirical note, Journal of Economics and Finance, 31, 99-103.

Bulir, A. &amp;Swiston,A. (2009),Emergingmarket countriesdon’tbelieve in fiscalstimuli: should web
blameRicardo?,CzechJournal of Economicsand Finance, 59, 153-164.
De Castro, F. &amp;Fernandez,J. L. (2009), Therelationshipbetweenpublicandprivatesaving in Spain:
DoesRicardianEquivalenceHold, Banco De EspanaWorkingPaperSeriesno: 0923.
De Mello, L.,KongsrudP. M.,&amp;Price,R. (2004), Savingbehaviourandtheeffectiveness of fiscalpolicy,
EconomicsDepartmentWorkingPaper, no. 397.
Dickey, D. A. &amp;Fuller,W. A. (1979), Distribution of theestimatorsforautoregressive time serieswith a
unitroot, Journal of theAmerican Statistical Association, 74, 427-431.
Edwards, S. (1996),Why are Latin American’s savings so low? An international comparative analysis,
Journal of Development Economics, 51, 5-44.

Masson, P.,Bayoumi,T. &amp;Samici,H. (1998), International evidence on the determinants of private
saving, World Bank Economic Review, 12, 483-501.
Modigliani, F. (1946),Life cycle, individual thrift and the wealth of nations, American Economic
Review, 76, 297-313.
Ng, S. &amp;Perron,P. (2001), Lag length selection and the construction of unit root tests with good size
and power, Econometrica, 69(9), 1519-1554.
Phillips, P. C. B. &amp; Hansen,E. E. (1990), Statistical inference in instrumental variable regression with
I(1) processes, Review of Economic Studies, 57, 99-125.
Phillips P. C. B. &amp;Perron,P. (1988), Testing for a unit root in time series regression, Biometrica, 75,
335-346.

Elliot, G., Rothenberg,T. J. &amp; Stock,J. H. (1996), Efficient tests for an autoregressive unit root,
Econometrica, 64, 813-836.

Ricciutti, R. (2003), Assessing Ricardian Equivalence, Journal of Economic Surveys, 17, 55-78.

12

Volume 3

Journal of Economic and Social Studies

Number 2

Fall 2013

13

�Journal of Economic and Social Studies

Hasan GÖCEN / Hüseyin KALYONCU / Muhittin KAPLAN

Seater, J. (1993), Ricardian Equivalence, Journal of conomic iterature, 31, 142-90.
Seater, J.&amp;Mariano,R. S. (1985), New tests of the life cycleandtaxdiscountinghypotheses, Journal of
Monetary conomics, 15, 195-215.
Stock, J. H. &amp; Watson,M. W. (1993),A simple estimator of cointegrating vectors in higher order
integrated systems, conometrica, 6, 783-820.

Store Personality: Perceptions Towards
Consumer Electronics Chain Stores in
Turkey A Case of University Students
Keti VENTURA
Ege University, Faculty of Economics and Administrative Sciences,
Business Administration
keti.ventura@ege.edu.tr

Ipek KAZANCOGLU
Ege University, Faculty of Economics and Administrative Sciences,
Business Administration
ipek.kazanoglu@ege.edu.tr

Elif USTUNDAGLI
Ege University, Faculty of Economics and Administrative Sciences,
Business Administration
elif.ustundagli@ege.edu.tr

Rezan TATLIDIL
Ege University, Faculty of Economics and Administrative Sciences,
Business Administration
rezan.tatlidil@ege.edu.tr

Abstr ct

The purpose of this study is to identify, develop and compare the deter- KEYWO D
minants of store personality of the most preferred consumer electronics tore personality, onsumer
chain stores, as perceived by young consumers in urkey. A question- lectronic hain tores,
onfirmatory actor Analysis,
naire survey including a 22-item store personality scale was conducted
urkey
among 855 students using a convenience sampling method. xploratory factor analysis ( A) and confirmatory factor analysis ( A)
A I LE HI O Y
was performed. indings suggest that greater accuracy of information is
ubmitted: 31 July 2012
needed in the purchasing decision related to high involvement products
esubmitted: 05 ovember 2012
such as consumer electronics. Also it was found that younger consumers
esubmitted: 18 ecember 2012
prefer reliable stores that give accurate information, value for money,
Accepted: 21 ecember 2012
and provides price-quality fit. This study addresses the neglected area
of store personality development and validation for consumer electronics relates through an understanding of young consumers perceptions
towards store personality determinants.
JEL odes: M31, M39

14

Journal of Economic and Social Studies

Volume 3

Number 2

Fall 2013

15

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          <element elementId="94">
            <name>Abstract</name>
            <description>A summary of the resource.</description>
            <elementTextContainer>
              <elementText elementTextId="9331">
                <text>The issue of whether public savings offset private savings, and visa vice,  has important implications for the effectiveness of fiscal policy. This study  examines long-run relationship between public and private savings rates using  annual urkish data for the period 1975-2005. The result of ngle-Granger  cointegration test has shown that there is no long-run relationship between  private and public savings ratios. However, once endogenously determined  structural break is allowed, the test results confirm the existence of the  cointegration relationship between private and public savings. conometric  estimation of the offset coefficients using both M and yields values  of between -0.11 and -0.82. The results also indicate that the potency of fiscal  policy significantly reduced with the liberalization of financial markets.</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="45">
            <name>Publisher</name>
            <description>An entity responsible for making the resource available</description>
            <elementTextContainer>
              <elementText elementTextId="9332">
                <text>International Burch University</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="40">
            <name>Date</name>
            <description>A point or period of time associated with an event in the lifecycle of the resource</description>
            <elementTextContainer>
              <elementText elementTextId="9333">
                <text>2013-12-19</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="97">
            <name>Keywords</name>
            <description>Keywords.</description>
            <elementTextContainer>
              <elementText elementTextId="9334">
                <text>Article
PeerReviewed</text>
              </elementText>
            </elementTextContainer>
          </element>
        </elementContainer>
      </elementSet>
    </elementSetContainer>
    <tagContainer>
      <tag tagId="7">
        <name>HB Economic Theory</name>
      </tag>
    </tagContainer>
  </item>
</itemContainer>
