КІЛЬКІСНИЙ АНАЛІЗ ЕФЕКТИВНОСТІ СТИМУЛЮВАННЯ ІНВЕСТИЦІЙ В ТОРГОВЕЛЬНИХ ПІДПРИЄМСТВАХ УКРАЇНИ
Анотація
У статті досліджено сучасні тенденції стимулювання інвестицій у торговельних підприємствах України в умовах економічної трансформації. Метою дослідження є виявлення ключових чинників, що впливають на інвестиційну привабливість галузі та оцінка ефективності існуючих стимулюючих заходів у торговельних підприємствах України. Проведено нормативний огляд державної політики та здійснено кількісну оцінку макроекономічних показників. Побудовано узагальнений індекс інвестиційної привабливості торговельних підприємств на основі шести критеріїв. Запропоновано комплексну систему показників для оцінювання інвестиційного середовища. Наукова новизна полягає в поєднанні якісного та кількісного аналізу з авторським індексним підходом.
Посилання
Гринів В., Клепанчук О. Роль інвестиційних процесів у післявоєнній відбудові торговельної галузі України. Мodeling the development of the economic systems. 2023. № 2. С. 179–188. DOI: https://doi.org/10.31891/mdes/2023-8-24 (дата звернення: 25.05.2025).
Талах Ю.В. Змістові характеристики та особливості інвестиційної привабливості роздрібної торгівлі. Бізнес Інформ. 2024. № 4. C. 147–153. DOI: https://doi.org/10.32983/2222-4459-2024-4-147-153
Сазонов Р.Ю. Пріоритети стимулювання інвестицій у торгівлю України. Інвестиції: практика та досвід. 2024. № 5, С. 137–143. DOI: https://doi.org/10.32702/2306-6814.2024.5.137
Al-Smadi R.W., Al-Smadi A.W. The relationship between foreign direct investment and financial inclusion in MENA countries: Evidence from the General Method of Moments. Investment Management and Financial Innovations, 2024. № 21(2), С. 144–154. DOI: https://doi.org/10.21511/imfi.21(2).2024.11
Azémar C., Giroud, A. World Investment Report 2022: International tax reforms and sustainable investment: United Nations Conference on Trade and Development, Geneva and New York, 2022, 219 pp. ISBN: 978-9211130492. Journal of International Business Policy. 2022. № 6(2), С. 235–239. DOI: https://doi.org/10.1057/s42214-023-00148-1
Azizov M., Bilan Y., Jabiyev F., Alirzayev, E., Heyderova, A. The impact of foreign direct investment on GDP growth: The case of Turkey. Investment Management and Financial Innovations, 2023. № 20(4), 50–59. DOI: https://doi.org/10.21511/imfi.20(4).2023.05
Bruno R.L., Campos N.F., Estrin S. The Effect on Foreign Direct Investment of Membership in the European Union. JCMS: Journal of Common Market Studies. 2021. № 59. С. 802–821. DOI: https://doi.org/10.1111/jcms.13131.
Columbia Center on Sustainable Investment (CCSI). Investment incentives: A survey of policies and approaches for sustainable investment. Columbia University. 2020. URL: https://ccsi.columbia.edu/sites/default/files/content/docs/publications/ Investment-Incentives-policies-approaches-sustainable-investment-CCSI-Oct-2022.pdf (accessed April 15, 2025)
Egger P., Pirotte A., Titi C. International investment agreements and foreign direct investment: A survey. The World Economy. 2023. № 46(6). С. 1524–1565. DOI: https://doi.org/10.1111/twec.13429
Graham N.P., Huang X., Yang L. (2024). Navigating trade policy uncertainty: Conservatism in cash holding and investment. Applied Economics. 2024. № 57(13). С. 1415–1433. DOI: https://doi.org/10.1080/00036846.2024.2312265
11 Hobbs S., Paparas D., AboElsoud M. (2021). Does Foreign Direct Investment and Trade Promote Economic Growth? Evidence from Albania. Economies. 2021. № 9(1). С. 1-19. DOI: https://doi.org/10.3390/economies9010001
Katitas A., Pandya S. Investment incentives attract foreign direct investment: evidence from the great recession. Public Choice. 2024. № 200. С. 323–345. DOI: https://doi.org/10.1007/s11127-024-01158-0
Kuang S., Orbie J., Blancquaert S. (2023). The rise and fall of the EU-China Comprehensive Agreement on Investment: ‘open strategic autonomy’ in action. Journal of Contemporary European Studies. 2023. № 32(3). С. 772–786. DOI: https://doi.org/10.1080/14782804.2023.2293779
Li J., & Guo Y. (2024). The impact of energy use rights trading policy on industrial companies’ green investments: Evidence from a quasi-natural experiment in China. Energy Reports. 2024. № 12. С. 329–340. DOI: https://doi.org/10.1016/j.egyr.2024.06.020
Mataba K., Lassourd T., Readhead A., Nikièma S. Revisiting tax incentives as an investment promotion tool: Q&A for investment policy-makers. International Institute for Sustainable Development (IISD). 2023. URL: https://www.iisd.org/system/files/2023-10/revisiting-tax-incentives-investment-promotion-tool-policy-makers.pdf
OECD. “Improving transparency of incentives for investment facilitation”, OECD Business and Finance Policy Papers. 2023. № 35. OECD Publishing, Paris. DOI: https://doi.org/10.1787/ab40a2f1-en
OECD. Sustainable Investment Policy Perspectives in the Economic Community of West African States (ECOWAS). 2024. OECD Publishing, Paris. DOI: https://doi.org/10.1787/654e2de5-en
Seyfullayev İ. Institutional quality and economic growth in resource rich countries. Problems and Perspectives in Management. 2025. № 23(2). С. 51–60. DOI: http://dx.doi.org/10.21511/ppm.23(2).2025.51
Slattery С., Zidar O. Evaluating State and Local Business Incentives. Journal of Economic Perspectives. 2020. Vol. 34. № 2 С. 90-118. DOI: https://doi.org/10.1257/jep.34.2.90
UNCTAD. World Investment Report 2025: Investing in Sustainable Energy for All. United Nations Conference on Trade and Development. 2025. URL: https://unctad.org/publication/world-investment-report-2025 (accessed May 10, 2025)
Al-Smadi, R. W., & Al-Smadi, A. W. (2024). The relationship between foreign direct investment and financial inclusion in MENA countries: Evidence from the General Method of Moments. Investment Management and Financial Innovations, 21(2), 144–154. https://doi.org/10.21511/imfi.21(2).2024.11
Azémar, C., & Giroud, A. (2023). World investment report 2022: International tax reforms and sustainable investment: United Nations Conference on Trade and Development, Geneva and New York, 2022, 219 pp. Journal of International Business Policy, 6(2), 235–239. https://doi.org/10.1057/s42214-023-00148-1
Azizov, M., Bilan, Y., Jabiyev, F., Alirzayev, E., & Heyderova, A. (2023). The impact of foreign direct investment on GDP growth: The case of Turkey. Investment Management and Financial Innovations, 20(4), 50–59. https://doi.org/10.21511/imfi.20(4).2023.05
Bruno, R. L., Campos, N. F., & Estrin, S. (2021). The effect on foreign direct investment of membership in the European Union. JCMS: Journal of Common Market Studies, 59, 802–821. https://doi.org/10.1111/jcms.13131
Columbia Center on Sustainable Investment. (2022). Investment incentives: A survey of policies and approaches for sustainable investment. Columbia University. https://ccsi.columbia.edu/sites/default/files/content/docs/publications/Investment-Incentives-policies-approaches-sustainable-investment-CCSI-Oct-2022.pdf (accessed April 15, 2025)
Egger, P., Pirotte, A., & Titi, C. (2023). International investment agreements and foreign direct investment: A survey. The World Economy, 46(6), 1524–1565. https://doi.org/10.1111/twec.13429
Graham, N. P., Huang, X., & Yang, L. (2024). Navigating trade policy uncertainty: Conservatism in cash holding and investment. Applied Economics, 57(13), 1415–1433. https://doi.org/10.1080/00036846.2024.2312265
Hobbs, S., Paparas, D., & AboElsoud, M. E. (2021). Does foreign direct investment and trade promote economic growth? Evidence from Albania. Economies, 9(1), 1-19. https://doi.org/10.3390/economies9010001
Hryniv, V., & Klepanchuk, O. (2023). Rol investytsiinykh protsesiv u pisliavoiennii vidbudovi torhovelnoi haluzi Ukrainy [The role of investment processes in post-war reconstruction of Ukraine’s trade sector]. Modeling the Development of the Economic Systems, 2, 179–188. https://doi.org/10.31891/mdes/2023-8-24
Katitas, A., & Pandya, S. (2024). Investment incentives attract foreign direct investment: Evidence from the great recession. Public Choice, 200, 323–345. https://doi.org/10.1007/s11127-024-01158-0
Kuang, S., Orbie, J., & Blancquaert, S. (2023). The rise and fall of the EU-China Comprehensive Agreement on Investment: ‘Open strategic autonomy’ in action. Journal of Contemporary European Studies, 32(3), 772–786. https://doi.org/10.1080/14782804.2023.2293779
Li, J., & Guo, Y. (2024). The impact of energy use rights trading policy on industrial companies’ green investments: Evidence from a quasi-natural experiment in China. Energy Reports, 12, 329–340. https://doi.org/10.1016/j.egyr.2024.06.020
Mataba, K., Lassourd, T., Readhead, A., & Nikièma, S. (2023). Revisiting tax incentives as an investment promotion tool: Q&A for investment policy-makers. International Institute for Sustainable Development. https://www.iisd.org/system/files/2023-10/revisiting-tax-incentives-investment-promotion-tool-policy-makers.pdf
OECD. (2023). Improving transparency of incentives for investment facilitation. OECD Business and Finance Policy Papers, 35. https://doi.org/10.1787/ab40a2f1-en
OECD. (2024). Sustainable investment policy perspectives in the Economic Community of West African States (ECOWAS). OECD Publishing. https://doi.org/10.1787/654e2de5-en
Sazоnоv, R. Yu. (2024). Priorytety stymuliuvannia investytsii u torhivliu Ukrainy [Priorities for stimulating investment in Ukrainian trade]. Investytsii: Praktyka ta Dosvid, 5, 137–143. https://doi.org/10.32702/2306-6814.2024.5.137
Seyfullayev, İ. (2025). Institutional quality and economic growth in resource-rich countries. Problems and Perspectives in Management, 23(2), 51–60. http://dx.doi.org/10.21511/ppm.23(2).2025.51
Slattery, C., & Zidar, O. (2020). Evaluating state and local business incentives. Journal of Economic Perspectives, 34(2), 90–118. https://doi.org/10.1257/jep.34.2.90
Talah, Yu. V. (2024). Zmistovi kharakterystyky ta osoblyvosti investytsiinoi pryvablyvosti rozdribnoi torhivli [Content characteristics and features of investment attractiveness of retail trade]. Biznes Inform, 4, 147–153. https://doi.org/10.32983/2222-4459-2024-4-147-153
UNCTAD. (2025). World investment report 2025: Investing in sustainable energy for all. United Nations Conference on Trade and Development. https://unctad.org/publication/world-investment-report-2025 (accessed May 10, 2025)
Авторське право (c) 2025 Ірина Мазур, Роман Сазонов
Ця робота ліцензується відповідно до Creative Commons Attribution 4.0 International License.
