課程資訊
課程名稱
國家與發展策略專題
Seminar on State and Development Strategy 
開課學期
108-1 
授課對象
社會科學院  國家發展研究所  
授課教師
李碧涵 
課號
NtlDev5291 
課程識別碼
341 U9080 
班次
 
學分
2.0 
全/半年
半年 
必/選修
必修 
上課時間
星期二6,7(13:20~15:10) 
上課地點
國發208 
備註
總人數上限:20人
外系人數限制:5人 
Ceiba 課程網頁
http://ceiba.ntu.edu.tw/1081NtlDev5291_ 
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課程概述

此課程旨在分析國家與經濟社會發展策略的實質關係與歷史過程,討論範圍涵蓋先進國家與開發中國家,課程內容如下:

(一)國家與發展策略之歷史進展:分析現代國家(the modern state)和資本主義發展的歷史轉型。
(二)當代國家與發展之實質關係:分析國家角色與資本邏輯、國家意識型態與合法性、從國家發展到全球化的軌跡,以及新興工業經濟體如何形塑發展策略。
(三)特定發展議題分析:包括1.制度與經濟社會發展,2.民主、公民權與福利資本主義,3.發展與社會政策,4.發展、就業與性別不平等,5.國家與發展策略之未來。

The aim of this seminar is to examine the historical process and specific relationships between state and its development strategy in advanced and newly industrializing economies.

More specifically, firstly, this subject will investigate the historical transformation of the state and capitalist development, especially the emergence of the modern state.

Secondly, it will analyze the specific relationships between the state and its development, particularly focusing on the role of the state and the logics of capital, state ideology and legitimacy, its trajectories moving from national development to globalization. As well, how the state shaped its development strategy in newly industrializing economies will be introduced.

Thirdly, the following development issues, including: 1)institutions and socio-economic development; 2)democracy, citizenship and welfare capitalism; 3)development and social policy; 4)development, employment and gender inequality; and 5)future state and development strategy will be assessed. 

課程目標
本課程將透過國家與發展策略之相關理論與實務的分析討論,讓研究生了解國家與經濟社會發展策略的相關理論與重要議題,以及政治、經濟和社會文化發展之間的實際關係,並發展出進階的學習興趣與獨立思考能力。 
課程要求
1.上課前詳閱指定教材,並繳交每週課前讀書心得(每週繳交時間:上課當天上午12點前以PDF格式電子檔E-mail 給TA r06341013@ntu.edu.tw)
2.參與課堂討論
3.隨堂小考
4.選擇一或二週指定教材做主題報告
5.期末繳交個人研究報告(PDF格式電子檔)
 
預期每週課後學習時數
 
Office Hours
每週二 15:20~17:20 備註: 或另約時間 
參考書目
Andersen, Jøgen Goul and Per Jensen (eds.) (2002) Changing Labour Markets,
Welfare Policies and Citizenship. Bristol: The Policy Press.
Angresano, James (2007) French Welfare State Reform: Idealism versus
Swedish, New Zealand and Dutch pragmatism. London and New York: Anthem
Press.
Block, Fred (1987) Revising State Theory. Philadelphia: Temple University.
Press.
Block, Fred (1999) Postindustrial Possibilities: A critique of economic
discourse. Los Angeles: University of California Press. (鄭陸霖、吳泉源譯,
2004,《後工業機會:一個批判性的經濟社會學論述》,台北:群學。)
Boyer, Robert and Daniel Drache (eds.) (1997) States against Markets: The
limits of globalization. London and New York: Rouledge.
Brenner, Neil and Nik Theodore (eds.) (2002) Spaces of Neoliberalism.
Oxford, UK: Blackwell.
Cardoso, F.H. and E. Faletto (1979) Dependency and Development in Latin
America. Berkeley and L.A.: University of California Press.
Carnoy, M. (1984) The State and Political Theory. Princeton: Princeton Univ.
Press. (杜麗燕、李少軍譯,卡諾伊著,1995,《國家與政治理論》,台北:桂冠。)
Conway, Dennis and Nik Heynen (eds.) (2006) Globalization’s Contradictions:
Geographies of discipline, destruction and transformation. London and New
York: Routledge.
Crouch, Colin and Wolfgang Streeck (eds.) (1997) Political Economy of Modern
Capitalism. London; Sage.
DeMartino, G. F. (2000) Global Economy, Global Justice: Theoretical
objections and policy alternatives to neoliberalism. London & New York:
Routledge.
Esping-Andersen, Gøsta (1990) Three Worlds of Welfare Capitalism. Cambridge,
UK: Polity press. (古允文譯,Gøsta Esping-Andersen著,1999,《福利資本主義的三
個世界》,台北:巨流。)
Esping-Andersen, Gøsta (1999) Social Foundations of Postindustrial
Economies. New York: Oxford University Press.
Esping-Andersen, Gøsta (2009) The Incomplete Revolution: Adapting to women’s
eew roles. Cambridge: Polity Press.
Esping-Andersen, Gøsta, Duncan Gallie, Anton Hemerijck and John Myles (eds.)
(2002) Why We Need a New Welfare State. New York: Oxford University Press.
Harvey, David (2006) Spaces of Global Capitalism. London and New York:
Verso.
Holton, R. J. (1998) Globalization and the Nation-State. London: Macmillan
Press.
Jessop, Bob (2002) The Future of the Capitalism State. London: Polity Press.
(梁書寧譯,傑索普著,2008,《思索資本主義國家的未來》台北:韋伯文化。)
Jessop, Bob (2008) State Power. Cambridge: Polity Press.
Kremer, Monique, Peter van Lieshout & Robert Went (eds.) (2009) Doing Good
or Doing Better: Development policies in a globalizing world. Amsterdam:
Amsterdam University Press.
Lash, Scott and John Urry (1987) The End of Organized Capitalism. Cambridge:
Polity Press
Leitner, H., J. Peck and E. S. Sheppard (eds.) (2007) Contesting
Neoliberalism: Urban frontiers. London and New York: The Guilford Press.
Nederveen Pieterse, Jan (2010) Development Theory:
Deconstructions/reconstructions. (2nd ed.) London: Sage Publications.
Nee, Victor and Richard Swedberg (eds.) (2005) The Economic Sociology of
Capitalism. Princeton: Princeton University Press.
Olds, Kris, Peter Dicken, Philip Kelley, Lily Kong and Henry Wai-chung Yeung
(eds.) (1999) Globalization and the Asia Pacific: Contested territories,
London: Routledge.
Peet, Richard (1991) Global Capitalism: Theories of societal development.
New York: Routledge.
Peet, Richard, and Elaine Hartwick (2009) Theories of Development:
Contentions, arguments, alternatives. (2nd ed.) New York: Guilford Press.
Plehwe, Dieter, Bernhard Walpen and Gisela Neunhöffer (eds.) (2006)
Neoliberal Hegemony: A global critique. London and New York: Routledge.
Poggi, G. (1990) The State: Its nature, development and prospects. Stanford:
Stanford University Press.
Rein, Martin, Gøsta Esping-Andersen, and Lee Rainwater (eds.) (1987)
Stagnation and Renewal in Social Policy. New York: M. E. Sharpe.
Riesco, Manuel (2007) Latin America: A new developmental welfare state model
in the making? NY: Palgrave Macmillan.
Rupert, Mark (2000) Ideologies of Globalization: Contending visions of a new
World order. London and New York: Routledge.
Schuurman, Frans J (eds.) (1993) Beyond the Impasse: New directions in
development theory. London and New Jersey: Zed Books.
Sen, Amartya (1999) Development as Freedom. New York: Anchor Books. (劉楚俊
譯,沈恩著,2001,《經濟發展與自由》台北:先覺文化。)
Skocpol, T.(1981) States and Social Revolutions, Cambridge Univ. Press. (劉
北成譯,斯科克波著,1998,《國家與社會革命》台北:桂冠。)
Starke, Peter (2008) Radical Welfare State Retrenchment: A comparative
analysis. NY: Palgrave Macmillan.
Stiglitz, Joseph E. (2002) Globalization and Its Discontents, NewYork: W. W.
Norton & Company. (李明譯,史迪格里茲著,《全球化的許諾與失落》,台北:大塊文化。)
Stiglitz, Joseph E. (2011). Freefall: America, free markets, and the sinking
of the world economy. New York: W.W. Norton. (姜雪影、朱家一合譯,史迪格里茲
著,《失控的未來:揭開全球中產階級被掏空的真相》,台北:天下文化。)
Sykes, Rob and Pete Alcock (eds.) (1998) Developments in Social Policy:
Convergence and diversity. Bristol UK: The Policy Press.
Veltmeyer, Henry (ed.) (2011) The Critical Development Studies Handbook.
Black Point, NS: Fernwood Publishing. London and New York: Pluto Press.
Willis, Katie (2005) Theories and Practices of Development. Abingdon and New
York: Routledge.
Wright, E.O. (2010) Envisioning Real Utopias. London: Verso.
Yeates, Nicola (2001) Globalization and Social Policy. London: Sage. 
指定閱讀
(* = Required; ** = Required for doctoral students only)
第1週(9/10)
主題:Introduction: State and development in theory and practice
教材:
Kremer, Monique, Peter van Lieshout & Robert Went (eds.) (2009) Doing Good or Doing Better: Development policies in a globalizing world. Amsterdam: Amsterdam University Press.
McMichael, Philip (2004) Development and Social Change: A global perspective. (3rd ed.) London; Sage.
Nederveen Pieterse, Jan (2010) Development Theory: Deconstructions/reconstructions. (2nd ed.) London: Sage Publications.
Nee, Victor and Richard Swedberg (eds.) (2005) The Economic Sociology of Capitalism. Princeton: Princeton University Press.
Peet, Richard (1991) Global Capitalism: Theories of Societal Development. New York: Routledge.
Peet, Richard, and Elaine Hartwick (2009) Theories of Development: Contentions, arguments, alternatives. (2nd ed.) New York: Guilford Press.
Veltmeyer, Henry (ed.) (2011) The Critical Development Studies Handbook. Black Point, NS: Fernwood Publishing; London and New York: Pluto Press.
Carnoy, M. (1984) The State and Political Theory. Princeton: Princeton Univ. Press. (杜麗燕、李少軍譯,卡諾伊著,1995,《國家與政治理論》,台北:桂冠。)
Urry, J. (1981) The Anatomy of Capitalist Societies: The Economy, Civil Society and the State. London: The Macmillan Press.
Harvey, David (2006) Spaces of Global Capitalism. London and New York: Verso.
Harvey, David (2010) The Enigma of Capital: and the crises of capitalism. New York: Oxford University Press.
Crouch, Colin and Wolfgang Streeck (eds.) (1997) Political Economy of Modern Capitalism. London; Sage.
Amin, Ash (ed.) (1996) Post-Fordism: A Reader. Oxford UK & Cambridge USA: Blackwell Publishers Inc.
Dobb, Maurice (1978) Studies in the Development of Capitalism. New York: International Publishers.
Brewer, A. (1990) Marxist Theories of Imperialism. London & New York: Routledge.
Edwards, Richard C., Reich, Michael, and Weisskopf, Thomas E. (1978) The Capitalist System. Englewood Cliffs, New Jersey: Prentice-Hall, Inc.
Hilton, Rodney (ed.) (1976) The Transition from Feudalism to Capitalism. New Left Books.
Lenski, Gerhard E. (1984) Power and Privilege. Chapel Hill: The University of North Carolina Press.
Mann, Michael (1988) The Sources of Social Power. Vol. 1. New York: Cambridge University Press.
Mann, Michael (2003) The Autonomous Power of the State: Its origins, mechanisms and results. In N. Brenner, B. Jessop, M. Jones and G. Macleod (eds.), State/Space: A reader, Oxford: Blackwell Publishing, pp.53-64.

第2週(9/17)
主題: Origin of the modern state
教材:
Poggi, Gianfranco (1990) The State: Its Nature, Development and Prospects. Stanford: Stanford University Press.
Poggi, Gianfranco (1978) The Development of the Modern State. Stanford: Stanford University Press.
*Skocpol, Theda (1981) Explaining Social Revolutions: Alternatives to Existing Theories. In T. Skocpol, States and Social Revolutions. Cambridge: Cambridge University Press; plus pp. 154-157. (劉北成譯,斯科克波著,1998,《國家與社會革命》台北:桂冠。)
**Wright, Eric O. (1993) Bureaucracy and the State. In E. O. Wright, Classes, Crisis and the State. London and New York: Verso/Schocken Books.
Moore, Barrington Jr. (1966) Social Origins of Dictatorship and Democracy: Lord and Peasant in the Making of the Modern World. Boston: Beacon Press.
Skocpol, Theda (1983) States and Revolutions: France, Russia and China. In D. Held et al. (eds.) States and Societies. New York: New York University Press.
Schwarzmantel, John (1994) The Marxist View of Power. In John Schwarzmantel, The State in Contemporary Society. New York and London: Harvester Wheatsheaf.
Carnoy, Martin (1984) Marx, Engels, Lenin, and the State. In M. Carnoy, The State and Political Theory. Princeton: Princeton University Press.
Badie, Bertrand and Birnbaum, Pierre (1983) The Sociology of the State. Chicago: The University of Chicago Press.

第3週(9/24)
主題: State structure and role of the modern state
教材:
*Block, Fred (1987) The Ruling Class Does Not Rule: Notes on the Marxist Theory of the State. In F. Block, Revising State Theory. Philadelphia: Temple University Press.
**Carnoy, Martin (1984) Structuralism and the State: Althusser and Poulantzas. In M. Carnoy, The State and Political Theory. Princeton: Princeton University Press.
Schwarzmantel, John (1994) The State in Contemporary Society. New York and London: Harvester Wheatsheaf.
Gold, David, Clarence Lo and Eric O. Wright (1975) Recent Developments in Marxist Theories of the State. Monthly Review, Oct.-Nov.
Mills, C. Wright (1956) The Power Elite. New York: Oxford University Press.
Dahl, Robert (1961) Who Governs? Democracy and Power in an American City. New Haven: Yale University Press.
Domhoff, G. William (1967) Who Rules America? (pp. 1-37; 138-157). Englewood Cliffs, N.J.: Prentice-Hall.
Domhoff, G. William (ed.) (1975) New Directions in Power Structure Research. (A Special Issue of Insurgent Sociologist, Vol. III (Spring).
Domhoff, G. William (1986) The Issue of Class and Power in America. (chapter 1) In G. W. Domhoff, Who Rules America Now? New York: Simon and Schuster.
Miliband, Ralph (1969) The State in Capitalist Society. New York: Basic Books.
Poulantzas, Nicos (1969) The Problem of the Capitalist State. New Left Review #58.
Miliband, Ralph (1973) Poulantzas and the Capitalist State. New Left Review #82.

第4週(10/01)
主題: State role and the logics of capital
教材:
*Block, Fred (1987) Political Choice and the Multiple“Logics”of Capital. In F. Block, Revising State Theory. Philadelphia: Temple University Press.
**Harvey, David (2006) Neo-liberalism and the Restoration of Class Power. In David Harvey, Spaces of Global Capitalism. London and New York: Verso.
Carroll, William K. and Colin Carson (2006) Neoliberalism, Capitalist Class Formation and the Global Network of Corporations and Policy Groups. In Dieter Plehwe, Bernhard Walpen and Gisela Neunhöffer (eds.) Neoliberal Hegemony: A global critique, London and New York: Routledge, pp. 51-69.
Cavanagh, John and Jerry Mander (2004) Corporate and Structure and Power. In John Cavanagh and Jerry Mander (eds.), Alternatives to Economic Globalization: A better world is possible. San Francisco: Berrett-Koehler Publishing.
Farnsworth, Kevin (2004) Globalization, Corporate Structural Power and Social Policy. In Kevin Farnsworth, Corporate Power and Social Policy in a Global Economy: British Welfare under the Influence. Bristol: The Policy Press.
Farnsworth, Kevin (2004) The Social Policies of Corporations: Occupational Welfare and Corporate Social Responsibility. In Kevin Farnsworth, Corporate Power and Social Policy in a Global Economy: British Welfare under the Influence. Bristol: The Policy Press.
Handley, Antoinette (2008) Business and the State in Africa: Economic policy-making in the eo-liberal era. New York: Routledge.
Block, Fred (1999) The Market. In Fred Block, Postindustrial Possibilities: A critique of economic discourse. Los Angeles: University of California Press.

第5週(10/08)
主題: State ideology and legitimacy
教材:
*Lukes, Steven (2005) Power: A radical view. In S. Lukes, Power: A Radical View, London: Palgrave Macmillan (2nd ed.), pp. 14-59.
**Roche, Maurice (2000) Rethinking Citizenship and Social Movements: Themes in contemporary sociology and neoconservative ideology. In Kate Nash (ed.), Readings in Contemporary Political Sociology, Oxford: Blackwell, pp. 209-237.
Gramsci, Antonio (1983) Prison Notebooks. In David Held et al. (eds.) States and Societies. NY: New York University Press.
Held, David (1984) Power and Legitimacy in Contemporary Britain. In Gregor McLennan, David Held and Stuart Hall (eds.), State and Society in Contemporary Britain. Cambridge: Polity Press.
Shrestha, Nanda R. and Dennis Conway (2006) Globalization’s Cultural Challenges: Homogenization, hybridization and heightened identity. In Dennis Conway and Nik Heynen (eds.), Globalization’s Contradictions: Geographies of discipline, destruction and transformation. London and New York: Routledge, pp. 196-211.
Howson, Richard and Kylie Smith (eds.) (2008) Hegemony: Studies in consensus and coercion. New York: Routledge.

第6週(10/15)
主題: Trajectories moving from national development to globalization
教材:
*Peck, Jamie and Adam Tickell (2007) Conceptualizing Neoliberalism, Thinking Thatcherism. In H. Leitner, J. Peck and E. S. Sheppard (eds.), Contesting Neoliberalism: Urban frontiers, London and New York: The Guilford Press, pp. 26-50.
**Conway, Dennis and Nik Heynen (2006) The Ascendancy of Neoliberalism and Emergence of Contemporary Globalization. In Dennis Conway and Nik Heynen (eds.), Globalization’s Contradictions: Geographies of discipline, destruction and transformation. London and New York: Routledge, pp. 17-34.
Lim, Michael Mah-Hui and Khor Hoe Ee (2011) From Marx to Morgan Stanley: Inequality and financial crisis. Development and Change 42(1): 209–227.
李碧涵、蕭全政(2014)。〈新自由主義經濟社會發展與分配問題〉,《國家發展研究》,14卷1期,頁33-62。
李碧涵、徐健銘 (2010)〈新自由主義式全球化的批判:發展理論的新領域與社會發展研究的新議題〉,論文發表於《第二屆發展研究年會》。2010年11月20-21日。臺北:國立臺灣大學。
應小端譯,理查‧隆沃思 (Richard C. Longworth)著(2000)《虛幻樂園─全球經濟自由化的危機》(Global Squeeze-The Coming Crisis for First-World Nations),台北:天下遠見。
Kremer, Monique, Peter van Lieshout & Robert Went (eds.) (2009) Doing Good or Doing Better: Development policies in a globalizing world. Amsterdam: Amsterdam University Press.
Leitner, H., J. Peck and E. S. Sheppard (eds.) (2007) Contesting Neoliberalism: Urban frontiers. London and New York: The Guilford Press.
McMichael, Philip (2004) Development and Social Change: A global perspective. 3rd edition. London; Sage.
Nederveen Pieterse, Jan (2010) Twenty-first-century Globalization and Development. In Jan Pieterse Nederveen, Development Theory: Deconstructions/reconstructions. (2nd ed.) London: Sage Publications.
Nee, Victor and Richard Swedberg (eds.) (2005) The Economic Sociology of Capitalism. Princeton: Princeton University Press.
Plehwe, Dieter, Bernhard Walpen and Gisela Neunhöffer (eds.) (2006) Neoliberal Hegemony: A global critique. London and New York: Routledge.
Schuurman, Frans J (eds.) (1993) Beyond the Impasse: New Directions in Development Theory. London and New Jersey: Zed Books.
Willis, Katie (2005) Theories and Practices of Development. Abingdon and New York: Routledge.
Tickell, Adam (2006) Global Financial Architecture Transitions: Mutations through“roll-back”neoliberalism to technocratic fixes. In D. Conway and Nik Heynen (eds.), Globalization's Contradictions: Geographies of discipline, destruction and transformation. London and New York: Routledge, pp. 39-48.
Holton, Robert J. (1998) Globalization and the Nation-State. London: Macmillan Press.
Jessop, Bob (1999) Reflections on Globalization and its (I1)logics. In Kris Olds, Peter Dicken, Philip Kelley, Lily Kong and Henry Wai-chung Yeung (eds.), Globalization and the Asia Pacific: Contested territories, London: Routledge, pp. 19-38; and also in Bob Jessop (ed.), 2001, Developments and Extensions (Regulation Theory and the Crisis of Capitalism 5), Cheltenham, UK & Northampton, MA, USA, pp. 378-398.
Peck, Jamie and Adam Tickell (2002) Neoliberalizing Space. In Neil Brenner and Nik Theodore (eds.), Spaces of Neoliberalism. Oxford, UK: Blackwell.

第7、8週(10/22, 10/29)
主題: State and development strategy in emerging economies I & II
教材:
*Saith, Ashwani (2008) China and India: The institutional roots of differential performance. Development and Change 39(5): 723-757.
**Berger, Mark T. (2005) The Neoliberal Ascendancy and East Asia: Geo-politics, development theory and the end of the authoritarian developmental state in South Korea. In Dieter Plehwe, Bernhard Walpen and Gisela Neunhöffer (eds.) Neoliberal Hegemony: A global critique, London and New York: Routledge, pp. 105-119.
*Draibe, Sônia M. (2007) The Brazilian Developmental Welfare State: Rise, Decline and Perspectives. In Manuel Riesco (ed.), Latin America: A new developmental welfare state model in the making? NY: Palgrave Macmillan.
**Illanes, María Angélica and Manuel Riesco (2007) Developmentalism and Social Change in Chile. In Manuel Riesco (ed.), Latin America: A new developmental welfare state model in the making? NY: Palgrave Macmillan.
Peters, Enrique Dussel (2005) The Mexican Economy Since Nafta: Socioeconomic integration or disintegration? In Dieter Plehwe, Bernhard Walpen and Gisela Neunhöffer (eds.) Neoliberal Hegemony: A global critique, London and New York: Routledge, pp. 120-138.
Carnoy, Martin (1984) The Dependent State. In M. Carnoy, The State and Political Theory. Princeton: Princeton University Press.
Cardoso, Fernando H. (1973) Associated-Dependent Development: Theoretical and practical implications. In Alfred Stepan (ed.), Authoritarian Brazil. New Haven: Yale University Press.
Cardoso, F.H. and E. Faletto (1979) Dependency and Development in Latin America. Berkeley and L.A., CA: University of California Press.
Canak, William L. (1984) The Peripheral State Debate: State capitalist and bureaucratic-authoritarian regimes in Latin America. Latin American Research Review XIX (1).
Leys, Colin (1976) The ‘Overdeveloped’ Post Colonial State: A re-evaluation. Review of African Political Economy 5 (April).
Saul, John S (1983) The State in Post-colonial Societies: Tanzania. In D. Held et al. (eds.) States and Societies. New York: New York University Press.
李碧涵 (2004)〈1990年代經濟全球化對第三世界的影響:巴西、墨西哥和印尼的個案分析〉,《社會新天地》,第八期,頁21-31。 (李碧涵 (2000)〈全球市場與國家策略:重新思考依賴發展論和經濟全球化〉,論文發表於《新世紀‧新社會─科技、勞動與福利研討會》,台北大學社會學系與台灣社會學會等主辦,台北市:台北大學自強大樓。民國八十九年十二月廿一日至廿二日。頁1-19。論文並收錄於《新世紀、新社會─科技、勞工與福利研討會論文集》)。
李碧涵(1994)〈台灣地區後工業轉型之國家與社會〉,《中山學術論叢》(國立台灣大學),第十二期,頁245-282。
李碧涵(1996)〈台灣企業經濟之結構調整與後工業轉型〉,《中山學術論叢》(國立台灣大學),第十四期,頁81-121。
李碧涵(1996)〈台灣的公營企業與國家資本主義之問題〉,論文載於《台灣的國家與社會》,徐正光與蕭新煌主編,台北:東大圖書公司出版,頁39-69。

第9週 (11/05) 期中考週放假一次

第10、11週(11/12, 11/19)
主題: Institutions and socio-economic development I & II
教材:
*Evans, Peter (2005) The Challenges of the “Institutional Turn”: New interdisciplinary opportunities in development theory. In Victor Nee and Richard Swedberg (eds.) The Economic Sociology of Capitalism. Princeton and Oxford: Princeton University Press.
*Sen, Amartya (1999) Development as Freedom. New York: Anchor Books. 劉楚俊譯,沈恩著,2001,《經濟發展與自由》台北:先覺文化。第五章:市場、國家與社會機會。
**Valentinov, Vladislav (2008) Non-Market Institutions in Economic Development: The role of the third sector. Development and Change 39(3): 477-485.
**Dorward, Andrew, Jonathan Kydd, Jamie Morrison and Colin Poulton (2005) Institutions, Markets and Economic Co-ordination: Linking development policy to theory and praxis. Development and Change 36(1): 1-25.Polanyi, Karl (1944) The Great Transformation. Boston: Beacon Press.
North, Douglass C. (2005) Capitalism and Economic Growth. In Nee, Victor and Richard Swedberg (eds.), The Economic Sociology of Capitalism, Princeton: Princeton university Press.
齊思賢譯,Lester C. Thurow著,2000《知識經濟時代》。台北:時報。
劉瑞華譯,Douglass C. North著,1994,《制度、制度變遷與經濟成就》。 台北:時報。
劉瑞華譯,Douglass C. North著,1995,《經濟史的結構與變遷》。台北:時報。
McBride, Stephen and John Wiseman (eds.) (2000) Globalization and its Discontents, New York: New York: St. Martin's Press.
Stiglitz, Joseph E., 2002, Globalization and Its Discontents, NewYork: W. W. Norton & Company.李明譯,史迪格里茲著,《全球化的許諾與失落》,台北:大塊文化。
Stiglitz, Joseph E. (2011). Freefall: America, free markets, and the sinking of the world economy. New York: W.W. Norton.姜雪影、朱家一合譯,史迪格里茲著,《失控的未來:揭開全球中產階級被掏空的真相》,台北:天下文化。
Öniş﹐Ziya and Fikret Şenses(2005) Rethinking the Emerging Post-Washington Consensus. Development and Change 36(2): 263-290
Jessop, Bob (2008) State Power. Cambridge: Polity Press.
Jessop, Bob and Ngai-Ling Sum (2006) Beyond the Regulation Approach: Putting capitalist economies in their place. Cheltenham, UK; Northampton, MA: Edward Elgar Publishing.
Elam, Mark (1996) Puzzling out the Post-Fordist Debate: Technology, markets and institutions. In A. Amin (ed.), Post-Fordism: A reader, Oxford, UK & Cambridge, USA: Blackwell, pp. 43-70.
李碧涵,2000,〈市場、國家與制度安排:福利國家社會管制方式變遷〉,論文發表於《全球化下的社會學想像:國家、經濟與社會研討會》,台灣大學社會學系與台灣社會學社主辦,台北市:台大應力學所國際會議廳與台大社會學系館。民國八十九年一月十五日至十六日。頁1-21。於:http://www.ios.sinica.edu.tw/tsawww/social_image/李碧涵.rtf

第12週(11/26)
主題: Democracy, citizenship and welfare capitalism
教材:
*Esping-Andersen, Gøsta (2002) Towards the Good Society, Once Again? In Gøsta Esping-Andersen, Duncan Gallie, Anton Hemerijck and John Myles (eds.) Why We Need a New Welfare State. New York: Oxford University Press.
**Angresano, James (2007) The Contemporary Welfare State: The Issue of Sustainability. In James Angresano, French Welfare State Reform: Idealism Versus Swedish, New Zealand and Dutch pragmatism. London and New York: Anthem Press, pp. 1-38.
Haggard, Stephen (2008) Development, Democracy, and Welfare States: Latin America, East Asia, and Eastern Europe. Princeton: Princeton University Press.
Andersen, Jøgen Goul and Per Jensen (2002) Citizenship, Changing Labour Markets and Welfare Policies: An Introduction. In Jøgen Goul Andersen and Per Jensen (eds.) Changing Labour Markets, Welfare Policies and Citizenship, Bristol: The Policy Press, pp. 1-14.
Lister, Ruth (2002) Citizenship and Changing Welfare State. In Jøgen Goul Andersen and Per Jensen (eds.) Changing Labour Markets, Welfare Policies and Citizenship, Bristol: The Policy Press, pp. 39-58.
Esping-Andersen, Gøsta (1985) The Political Causes of Social Democratic Party Decomposition. In G. Esping-Andersen, Politics against Markets. Princeton: Princeton University Press.
Rein, Martin, Gøsta Esping-Andersen, and Lee Rainwater (eds.) (1987) Stagnation and Renewal in Social Policy. New York: M. E. Sharpe.
Esping-Andersen, Gøsta (1990) Three Worlds of Welfare Capitalism. Cambridge, UK: Polity press.古允文譯,Gøsta Esping-Andersen著,1999,《福利資本主義的三個世界》,台北:巨流。
Esping-Andersen, Gøsta (ed.) (1997) Welfare States in Transition: National adaptations in global economies. London: Sage Pub.
Esping-Andersen, Gøsta (1999) Social Foundations of Postindustrial Economies. New York: Oxford University Press.
Esping-Andersen, Gøsta (2009) The Incomplete Revolution: Adapting to women’s eew roles. Cambridge: Polity Press.
Kautto, Mikko, Matti Heikkilä, Bjørn Hvinden, Staffan Marklund and Niels Ploug (eds.)(1999)Nordic Social Policy, New York: Routledge.
Kuhnle, Stein (eds.)(2000)Survival of the European Welfare State. London and New York: Routledge.
Mishra, Ramesh(1999)Globalization and the Welfare State, Cheltenham, UK ; Northampton, MA: Edward Elgar Publishing.
Peck, Jamie(2001)Workfare States, New York: The Guilford Press.
Blases, Peter and Martin Seeleib-Kaiser (2004) The Dual Transformation of the German Welfare State. NY: Palgrave Macmillan.
Carnoy, Martin (1984) The State, Democracy, and the Transition to Socialism. In M. Carnoy, The State and Political Theory. Princeton: Princeton University Press.
Mishra, Ramesh (1990) The Welfare State After the ‘Crisis’. In R. Mishra, The Welfare State in Capitalist Society: Policies of retrenchment and maintenance in Europe, North America and Australia. New York: Harvester Wheatsheaf.
Mishra, Ramesh(1999)Globalization and the Welfare State, Cheltenham, UK ; Northampton, MA: Edward Elgar Publishing.
Dwyer, Peter (2000) Welfare Rights and Responsibilities: Contesting social citizenship. Bristol: The Policy Press.
Svallfors, Stefan (ed.) (2007) The Political Sociology of the Welfare State: Institutions, Social Cleavages and Orientations. Stanford: Stanford University Press.
Kwon, Huck-ju (2005) Transforming the Developmental Welfare State in East Asia. Development and Change 36(3): 477-497.
Starke, Peter (2008) Radical Welfare State Retrenchment: A comparative analysis. NY: Palgrave Macmillan.

第13、14週 (12/03, 10)
主題:Development and social policy I & II
教材:
*Esping-Andersen, Gøsta(1987) The Comparison of Policy Regimes: An introduction. In M. Rein, G. Esping-Andersen, and L. Rainwater (eds.), Stagnation and Renewal in Social Policy, New York: M. E. Sharpe, pp. 3-12.
*Block, Fred(1987)Social Policy and Accumulation: A critique of the new consensus. In M. Rein, G. Esping-Andersen, and L. Rainwater (eds.), Stagnation and Renewal in Social Policy, New York: M. E. Sharpe, pp. 13-31.
*Esping-Andersen, Gøsta(1990)De-Commodification in Social Policy. The Welfare State as a System of Stratification. In G. Esping-Andersen, Three Worlds of Welfare Capitalism, Cambridge, UK: Polity Press, pp. 35-78 (chapters 2 & 3). 古允文譯,Gøsta Esping-Andersen著,1999,《福利資本主義的三個世界》,台北:巨流。第二章 社會政策的去商品化;第三章 福利國家作為一種階層化的體系。
**Barrientos, Armando, Jasmine Gideon and Maxine Molyneux (2008) New Developments in Latin America’s Social Policy. Development and Change 39(5): 759-774.
**Molyneux, Maxine (2008) The ‘Neoliberal Turn’ and the New Social Policy in Latin America: How neoliberal, how new? Development and Change 39(5): 775-797.
Hall, Anthony (2008) Brazil’s Bolsa Familia: A double-edged sword? Development and Change 39(5): 799-822.
Sykes, Rob and Pete Alcock (eds.) (1998) Developments in Social Policy: Convergence and diversity. Bristol UK: The Policy Press.
Yeates, Nicola (2001)Globalization and Social Policy: Mapping the territory. In Nicola Yeates, Globalization and Social Policy. London, Thousand Oaks, New Delhi: Sage, pp.4-32.
Jessop, Bob(1996)Post-Fordism and the State. In Ash Amin (ed.), Post-Fordism: A Reader, Oxford, U: Blackwell, pp.251-279.
Skocpol, Theda(1995)American Social Policies: Future Possibilities in Historical Perspective. In T. Skocpol, Social Policy in the United States: Future possibilities in historical perspective, Princeton: Princeton University Press, pp. 3-10 (Introduction)
Skocpol, Theda and Edwin Amenta(1986)States and Social Policies. Annual Review of Sociology 12: 131-1571.
李碧涵(2005)〈福利國家向右走:工作福利國家的創新性改革〉,論文發表於2005年台灣社會福利學會年會《社會暨健康政策的變動與創新趨勢:邁向多元、整合的福利體制》學術研討會,2005年5月6、7日。高雄:高雄醫學大學。論文收錄於《2005年台灣社會福利學會年會 社會暨健康政策的變動與創新趨勢:邁向多元、整合的福利體制 學術研討會 論文集(一) 》,頁182-200。
Ameringer, C.F. (2008) Health Care Revolution: From medical monopoly to market competition. University of California Press.
Tritter, Jonathan, Meri Koivusalo and Eeva Ollila (2009) Globalization, Markets and Healthcare Policy. New York: Routledge.
Gabe, Jonathan and Mike Calnan (2009) The New Sociology of the Health Service. New York: Routledge.
Dannreuther, Charles and Jasmine Gideon (2008) Entitled to Health? Social protection in Chile’s Plan AUGE. Development and Change 39(5): 845-864.

第15週 (12/17)
主題:Development, employment and gender inequality
教材:
*李碧涵(2002)〈勞動體制的發展:全球化下的挑戰與改革〉,《社會政策與社會工作學刊》,第六卷第一期,頁185-219。
*李碧涵、蕭全政(2016)。〈從制度觀點探討個體和性別的不平等〉,《國家發展研究》,第15卷2期,頁43-89。
李碧涵、賴俊帆(2009)婦女就業與彈性工時,《台灣勞工季刊》(Taiwan Labor Quarterly),第17期,頁42-49。
Maclean, Kate (2010) Capitalizing on Women’s Social Capital? Women-targeted microfinance in Bolivia. Development and Change 41(3): 495-515.
Buğra, Ayşe and Burcu Yakut-Cakar (2010) Structural Change, the Social Policy Environment and Female Employment in Turkey. Development and Change 41(3): 517-538.
**Hemerijck, Anton, Philip Manow, and Kees van Kersbergen(2000)Welfare without Work? Divergent experiences of reform in Germany and the Netherlands. In Stein Kuhnle (eds.)(2000)Survival of the European Welfare State. London and New York: Routledge, pp.106-127.
Esping-Andersen, Gøsta(1997)Welfare States without Work: the impasse of labour shedding and familialism in Continental European social policy. In G. Esping-Andersen (ed.), Welfare States in Transition: National adaptations in global economies, London: Sage Pub., pp. 66-87.
Esping-Andersen, Gøsta(1999)Structural Bases of Postindustrial Employment, In G. Esping-Andersen, Social Foundations of Postindustrial Economies, New York: Oxford University Press, pp.99-119 。
Esping-Andersen, Gøsta(1990)Welfare-State and Labor-Market Regimes. Three Post-Industrial Employment Trajectories. In G. Esping-Andersen, Three Worlds of Welfare Capitalism, Cambridge, UK: Polity press, pp.144-161; 191-217 (chapters 6 & 8)。古允文譯,Gøsta Esping-Andersen著,1999,《福利資本主義的三個世界》,台北:巨流。第六章 福利國家與勞動市場體制;第八章 三個後工業的就業軌道。
Conway, Dennis (2006) Globalization of Labor: Increasing complexity, more unruly. In Dennis Conway and Nik Heynen (eds.), Globalization’s Contradictions: Geographies of discipline, destruction and transformation, London and New York: Routledge, pp. 79-94.
Lash, Scott and John Urry (1987) The Changing Structure of Trade-unionism: the end of neo-corporatism? In Scott Lash and John Urry, The End of Organized Capitalism. Cambridge: Polity Press, pp. 232-284.
McGovern, Patrick, Stephen Hill, Colin Mills and Michael White (2007) Market, Class, and Employment. NY: Oxford University Press.
Lohmann, Henning and Ive Marx (2008) The Different Faces of In-work Poverty across Welfare State. In Hans-Jürgen Anderβ and Henning Lohmann (eds.), The Working Poor in Europe: Employment, poverty and globalization. Cheltenham, Northampton: Edward Elgar, pp.17-46.
Lohmann, Henning (2008) The Working Poor in European Welfare States: Empirical evidence from a multilevel perspective. In Hans-Jürgen Anderβ and Henning Lohmann (eds.), The Working Poor in Europe: Employment, poverty and globalization. Cheltenham, Northampton: Edward Elgar, pp.47-76.
Andersen, Jøgen Goul and Knut Halvorsen (2002) Unemployment, Welfare Policies and Citizenship: Different Paths in Western Europe. In Jøgen Goul Andersen and Per Jensen (eds.) Changing Labour Markets, Welfare Policies and Citizenship, Bristol: The Policy Press, pp. 107-128.
Craig, Gary (2002) Ethnicity, Racism and the Labour Market: A European perspective. In Jøgen Goul Andersen and Per Jensen (eds.) Changing Labour Markets, Welfare Policies and Citizenship, Bristol: The Policy Press, pp. 149-182.

第16週(12/24)
主題: Future state and development strategy
教材:
*Jessop, Bob (2002) The Future of the Capitalist State. London: Polity Press. 梁書寧譯,傑索普著,2008,《思索資本主義國家的未來》台北:韋伯文化。第三章:熊彼得式競爭型國家;第七章:邁向熊彼得式工作福利後國家體制?
**Nederveen Pieterse, Jan (2011) Global Rebalancing: Crisis and the East-South turn. Development and Change 42(1): 22-48.
Jessop, Bob and Ngai-Ling Sum (2006) Beyond the Regulation Approach: Putting capitalist economies in their place. Cheltenham, UK; Northampton, MA: Edward Elgar Publishing.
Rodrik, Dani (2000) Development Strategies for the Next Century. In Ippei Yamazawa (ed.), Developing Economies in the Twenty-First Century: The Challenges of Globalization, Chiba, Japan: Institute of Developing Economies: Japan External Trade organization, pp. 3-8.
Boyer, Robert (1997) State and Market: A New Engagement for the Twenty-First Century? In R. Boyer and D. Drache (eds.), States against Markets: The limits of globalization, London and New York: Routledge, pp. 250-269.
Boyer, Robert (2000) Is a Financed-led Growth Regime a Viable Alternative to Fordism? A preliminary analysis. Economy and Society 29(1) (February): 111-145.
Wright, E.O. (2010) Envisioning Real Utopias. London: Verso.
Grugel, Jean and Pía Riggirozzi (2012) Post-neoliberalism in Latin America: Rebuilding and reclaiming the state after crisis. Development and Change 43(1): 1-21.

第17週(12/31) 綜合討論

第18週(1/7) 期末考週,繳交期末報告
 
評量方式
(僅供參考)
 
No.
項目
百分比
說明
1. 
課堂參與討論 
30% 
 
2. 
主題報告 
20% 
 
3. 
每週讀書心得 
20% 
 
4. 
隨堂小考 
10% 
 
5. 
期末報告 
20% 
 
 
課程進度
週次
日期
單元主題
第1週
9/10  Introduction: State and development in theory and practice 
第2週
9/17  Origin of the modern state 
第3週
9/24  State structure and role of the modern state 
第4週
10/01  State role and the logics of capital 
第5週
10/08  State ideology and legitimacy 
第6週
10/15  Trajectories moving from national development to globalization 
第7週
10/22  State and development strategy in emerging economies I 
第8週
10/29  State and development strategy in emerging economies II 
第9週
11/05  期中考停課一次 
第10週
11/12  Institutions and socio-economic development I 
第11週
11/19  Institutions and socio-economic development II 
第12週
11/26  Democracy, citizenship and welfare capitalism 
第13週
12/03  Development and social policy I 
第14週
12/10  Development and social policy II 
第15週
12/17  Development, employment and gender inequality 
第16週
12/24  Future state and development strategy 
第17週
12/31  綜合討論 
第18週
01/07  期末考週,繳交期末報告