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No. C2005007 2005-10 Email xqping@ccer.pku.edu.cn No. C2005007 2005 10 12 1978 0

Email xqping@ccer.pku.edu.cn No. C2005007 2005 10 12 1978 1

...3...5...8...10 Adaptive Heuristics...13...14...16...18 2

1978 1970 25 9 25 25 Hausmann Rodrik 2003 Rodrik 2004 a 2004 b John williamson 1989 10 10 3 3

3 4 10 25 10 IMF 20 90 IMF S.Fischer 2001 20 Shleifer 2003 Murrell 1995 20 70 30 20 70 4

1989 10 10 2002 11 10 10 1989 10 16 10 16 10 2002 11 8 perato improvement 20 20 2005 25 3 22 FDI 2004 2003 540 610 960 780 FDI 20 70 5

1970 70 Shleifer 2003 IPE civic capital Landes 1989 Levine 1997 Alesina 1999 Engerman Sokoloff 2002 Acemoglu 2001 Putnam 1993 1867 1884 70 IPF 70 1978 12 20 Shavell 1979 80 30 1985 6

2005 Hausmann Rodrik 2003 20 FDI FDI 1954 1966 1980 1980 LloyD Ellis Bernhardt 2000 Gine Townsend 2004 7

25 20 1 25 1980 1980 Liu Qian Roland 2000 10 1990 8

1980 20 2 1980 20 2000 60 100 9

3 1980 1990 1990 1980 John McMillan 1997 Priorities Priorities n m m 20 1 1978 1984 10

2 70 3 4 1980 5 80 1 2 6 25 Blanchard Shleifer 2001 Blanchard Shleifer 11

Blanchard Shleifer 10 1970 10 1978 1988 10 1989 1999 agent market preserving 10 1999 Allen 2005 7 20 1980 1980 20 1 2 12

3 2010 Adaptive Heuristics 1970 7000 GDP 70 80 3 / CEO 1 Fulk Theorem of China 80 80 20 Optimality Rationality Efficiency 9 rule of thumb Aadaptive Adaptive Heuristics S.Hart, 2005 Heuristics Adaptive 5 S.Hart A.Mas-Colell 2000 2001 a 2001 b 2003 a 2003 b 13

20 20 1979 1984 5 14 90 Adaptive 80 90 2001 regret matching Hart Mascolell 2000 20 20 governed market governing the market 80 90 Johnson 1982 white 1988 wade 1990 1 FDI 15 30 80 14

2 80 90 3 Shleifer 2003 IPE 80 90 1997 4 90 2003 7 8 10 4400 2500 20 10 5 90 15

authoritarian 20 16

20 2003 19 20 20 IMF 2005 8 25 2005 10 9. 17

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22. Hart, S., and A. Mas-Colell, (2000), A Simple Adaptive Procedure Leading to Correlated Equilibrium. Econometrica, 68: 1127-1150. 23 --------(2001a), A General Class of Adaptive Strategies, Journal of Economic Theory, 98: 26-54. 24. --------(2001b), A Reinforcement Procedure leading to Correlated Equilibrium, In Economic Essay: A Festschrift for Werner Hidenbrand, ed. by G. Debreu, W. Neuefeind, and W. Trockel. Berlin: Springer-Verlag, pp. 181-200. 25. ---------(2003a), Regret-Based Dynamics, Games and Economic Behavior, 45: 375-394. 26. ---------(2003b), Uncoupled Dynamics Do Not Lead to Nash Equilibrium. American economic Review, 93: 1830-1836. 27. -------- (2004), Stochastic Uncoupled Dynamics and Nash Equilibrium, Mimeo, DP-371, Center for Rationality, The Hebrew University of Jerusalem. 28. Hausmann, R. and D. Rodrik, (2003), Economic Development as Self-Discovery, Journal of Development Economics 72: 603-633. 29. Johnson, C., (1982), MITI and the Japanese Miracle: The Growth of Industrial Policy, 1925-1975. Stanford University Press, Stanford. 30. Landes, D., (1998), The Wealth and Poverty of Nation, Norton, New York, NY. 31. Lau, J. L, Y. Qian and G.Roland, (2000), Reform Without Losers: An Interpretation of China s Dual-Track Approach to Transition, Journal of Political Economy, 108(1): 120-143. 32. Lewis, A., (1954), Economic Development with Unlimited Supplies of Labor. Manchester School of Economic and Social Studies. 28: 139-191. 33. Lloyd-Ellis, H., and D. Bernhrdt, (2000), Enterprise, Inequality and Economic Development. Review of Economic Studies, 67: 147-168. 34. McMillan, J., (1997), Markets in Transition, in Kreps, D., and K. F. Wallis (ed): Advances in Economics and Econometrics: Theory and Application, Cambridge University Press. Pp. 240-278. 35. Murrell, P. (1995), Transition according to Cambridge, Mass., Journal of Economic Literature. 33: 164-178. 36. Putnam, R., (1993), Making Democracy Work: Civic Traditions in Modern Italy. Princeton University Press, Princeton, NJ. 37. Rodrik, D. (2004a), A Practical Approach to Formulating Growth Strategies, Unpublished Paper, Harvard University. 38. Rodrik, D. (2004b), Rethinking Growth Policies in the developing World, Unpublished Paper, Harvard University. 39. Shavell, S., (1979), Risk Sharing and Incentives in the Principaland agent Relationship, Bell Journal of Economics, 10: 55-73. 40. Wade, R., (1990), Governing the Market, Princeton University Press, Princeton, NJ. 41. White, G. (ed), (1988), Developmental States in East Asia. London: Macmillan. 42. William, John, (2003). From Reform Agenda to Damaged Brand Name, Finance & Development, Sept. 2003. 19