بررسی اثر نوسان‌های نرخ ارز بر مصرف مواد غذایی در مناطق روستایی ایران

نوع مقاله : مقاله پژوهشی

نویسندگان

1 نویسنده مسئول و استادیار اقتصاد کشاورزی، موسسه پژوهش‌های برنامه ریزی، اقتصاد کشاورزی و توسعه روستایی، تهران، ایران.

2 استادیار اقتصاد کشاورزی، موسسه پژوهش‌های برنامه ریزی، اقتصاد کشاورزی و توسعه روستایی، تهران، ایران.

3 استادیار اقتصاد کشاورزی، موسسه پژوهش‌های برنامه ریزی، اقتصاد کشاورزی و توسعه روستایی، تهران، ایران

چکیده

نرخ ارز، با توجه به تأثیرات آن بر قیمت تمام ‏شدة کالاهای وارداتی، یکی از مهم‌ترین عوامل تأثیرگذار بر مصرف مواد غذایی به‏ شمار می‏‌رود، به‏ گونه‌‏ای که نوسان‌‏های نرخ ارز و به تبع آن، نوسان‏‌های قیمت مواد غذایی، با اثرگذاری بر بعد دسترسی به غذا، امکان تحقق امنیت غذایی را با چالش‌های جدی مواجه می‌سازد. با این رویکرد، در مطالعة حاضر، به بررسی تأثیر نوسان‏‌های نرخ ارز بازار آزاد بر مصرف مواد غذایی در مناطق روستایی ایران پرداخته شد؛ همچنین، برای بررسی میزان اثربخشی سیاست‌­های سال‎‌­های اخیر دولت در راستای مهار نوسان‌های ارزی، تأثیر سیاست یارانه ارز ترجیحی بر مصرف در مناطق روستایی نیز تحلیل شد، چراکه دستیابی بدین اهداف زمینه‏‌ساز شناخت لازم برای تصحیح سیاست­‌های جاری و یا اتخاذ سیاست‌های جدید ارزی است. بدین منظور، ابتدا با به­ کارگیری مبانی نظری و مطالعات مختلف، مدل نظری تحقیق تبیین شد و سپس، اطلاعات مورد نیاز طی دوره زمانی 1400-1384 جمع­ آوری و در قالب مدل پانل خودتوزیعی (خودتوضیح) با وقفه‌‏های گسترده (ARDL) تحلیل شدند. نتایج نشان داد که افزایش نوسان‌های نرخ ارز، مصرف خانوارها را در مناطق روستایی در کوتاه‌مدت و بلندمدت کاهش می­‌دهد؛ همچنین، سیاست یارانه ارز ترجیحی، اگرچه بر مصرف خانوار اثر مثبت و معنی‌دار داشته، اما این تأثیر قابل توجه نبوده است. از سوی دیگر، بر اساس نتایج پژوهش، طی دوره کوتاه‌مدت و بلندمدت، اثر شاخص قیمت گروه­‌های غذایی بر مصرف مواد غذایی در مناطق روستایی ایران منفی و در مقابل، اثر افزایش درآمد خانوارها بر مصرف مواد غذایی در مناطق روستایی مثبت و معنی‌دار بود. در نهایت نیز جزء تصحیح خطا نشان داد که به‏ دلیل سرعت پایین تعدیل، تأثیر شوک­‌ها یا همان تکانه‏‌های ارزی بر قیمت مواد غذایی در اقتصاد ایران بسیار ماندگار است (نزدیک به دو سال). با توجه به نتایج به‏ دست ‏آمده، با اجرای سیاست ارز ترجیحی، امکان دستیابی به هدف ثبات مصرف مواد غذایی فراهم نمی‌شود؛ از این‏ رو، حذف آن و استفاده از سیاست‌های ارزی شناور مدیریت ‏شده ضروری می‏‌نماید. با حذف سیاست یادشده برای حمایت از امنیت غذایی اقشار ضعیف جامعه در کوتاه­ مدت، می‌­توان به توزیع بسته‌های غذایی از طریق دستگاه‌های متولی از جمله کمیته امداد و سازمان بهزیستی روی آورد؛ سیاست پرداخت نقدی- کالایی نیز یکی از سیاست­‌هایی است که در دوره کوتاه ­مدت، امکان توزیع مناسب‌تر یارانه‌ها را فراهم می‏‌سازد. با این همه، در دوره بلندمدت، افزایش و یا ثبات قدرت خرید مردم به ‏ویژه اقشار کم‏ درآمد و ضعیف تنها از طریق اجرای سیاست­‌های ایجاد اشتغال، تقویت تولید و عرضه امکان‌­پذیر خواهد بود.

کلیدواژه‌ها

موضوعات


عنوان مقاله [English]

Investigating the Effect of Exchange Rate Fluctuations on Food Consumption in Rural Areas of Iran

نویسندگان [English]

  • Mehdi Shabanzadeh-Khoshrody 1
  • Ebrahim javdan 2
  • Mohsen Rafaati 3
1 Corresponding Author . Assistant Professor of Agricultural Economics, Institute of Planning Research, Agricultural Economics and Rural Development, Tehran, Iran
2 Assistant Professor of Agricultural Planning, Economic and Rural Development Research Institute (APERDRI)
3 Assistant Professor of Agricultural Economics, Institute of Planning Research, Agricultural Economics and Rural Development, Tehran, Iran
چکیده [English]

Introduction: Exchange rate is a variable that can affect the performance of economy and economic variables. By any change in the exchange rate, food prices and consequently, food consumption is affected. The exchange rate is one of the most important factors affecting the food consumption due to its effects on the price of imported goods. Fluctuations in the exchange rates and consequently, food price fluctuations, by affecting the access dimension, make it impossible to realize food security. With this approach, in the present study, the effects of fluctuations in free market exchange rates on the food consumption in rural areas of Iran were examined. In addition, in order to examine the effectiveness of government policies to control currency fluctuations over recent years, the effect of preferential currency subsidy policy on consumption in the rural areas was analyzed. Achieving these goals provides the necessary knowledge to modify current policies or adopt new currency policies.
Materials and Methods: Theoretical model of the research was first explained by applying theoretical foundations and various studies. Then, the information needed to conduct the study was collected during the period of 2005-2021. Next, the stationary of the model variables was examined through Levin, Lin and Chu (LLC) and Fisher-Dickey Fuller (Fisher-ADF) tests. Finally, the short and long term relationship between variables analyzed in the formwork of ARDL panel model.
 Results and Discussion: The results showed that the increase in exchange rate fluctuations reduced household consumption in rural areas in the short and long terms; in addition, although the preferential currency subsidy policy had a positive and significant effect on the household consumption, this effect was not noticeable. On the other hand, based on the results, the price index of food groups had a negative effect on the food consumption in the rural areas of Iran in the short and long terms and by contrast, the increase in household income had a positive and significant effect on the food consumption in the rural areas in the short and long terms. Finally, the results of the Error Correction Model (ECM) showed that due to the low speed of adjustment, currency shocks had a long lasting effect (nearly two years) on food prices in Iran's economy.
Conclusions: According to the study results, the preferential currency policy does not provide the possibility of achieving the goal of food consumption stability; therefore, it is necessary to remove it and use managed floating currency policies. With the removal of the mentioned policy in order to support the food security of the weak classes of the society in the short term, the distribution of food packages through trustee institutions including the relief foundation and the welfare organization can be considered. The cash-in-kind payment policy is also one of the policies that can provide more appropriate distribution of subsidies in the short term. However, in the long term, increasing or stabilizing the purchasing power of people, especially the low-income and weak classes, is only possible through employment creation policies as well as strengthening production and supply.
 

کلیدواژه‌ها [English]

  • Exchange Rate Fluctuations
  • Preferential Currency Subsidy Policy
  • Rural Areas
  • Food Consumption
  • ARDL Panel Model
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