análise da desindustrialização no brasil através da elasticidade-renda da demanda
TRANSCRIPT
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RDE - REVISTA DE DESENVOLVIMENTO ECONMICO Ano XIV N 26 Dezembro de 2012 Salvador, BA
ANLISE DA DESINDUSTRIALIZAO NO BRASIL ATRAVS DA ELASTICIDADE-RENDA DA DEMANDA
BRBARA FRANOISE CARDOSO1
JEAN DOS SANTOS NASCIMENTO2
1 Mestre em Desenvolvimento Regional pela Universidade Federal do Tocantins. Bacharel em Gesto do Agronegcio pela Universidade Federal de Viosa. E--mail: [email protected]
2 Doutor em Economia Aplicada pela Universidade Federal de Viosa. Mestre em Economia pela Universidade Federal da Paraba. Bacharel em Cincias Econ-micas pela Universidade Federal da Paraba. Professor Adjunto do Colegiado de Economia e do Programa de Ps-graduao em Desenvolvimento Regional da Universidade Federal do Tocantins. E-mail: [email protected]
Resumo#FGUKPFWUVTKCNK\CQWOHGP
meno pertencente ao processo de desenvolvimento econmico dos pases SWCPFQGUVGUCVKPIGOWOFGVGTOKPCdo nvel de renda per capita'ODQTCUWCOCPKHGUVCQUGFPQGORTGIQGPCRTQFWQKPFWUVTKCNQRTKPEKRCNHCVQTKPVGTPQGEQPQOKCFGWORCUresponsvel pelo incio do processo FGFGUKPFWUVTKCNK\CQCOWFCPCPCTGNCQGPVTGCGNCUVKEKFCFGTGPFCFCFGOCPFCRQT RTQFWVQU KPFWUVTKCNK\CFQUGCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTUGTXKQU&KCPVGFKUUQGUVG VTCDCNJQQDLGVKXQWCPCNKUCT VCNOWFCPC PC GEQPQOKC DTCUKNGKTCCOFG KFGPVKECT UG CFGUKPFWUVTKCNK\CQQDUGTXCFCPQRCURQFGUGT EQPUKFGTCFCRTGEQEGRQT UGT QRCUWORCU GOFGUGPXQNXKOGPVQQWPCVWTCNRQT UGTQRCUWORCUGOGTIGPVGEQOCNVCTGPFCper capita2CTCCCPNKUGHQTCOGUVKOCFQUOQFGNQUGEQPQOVTKEQUSWGEQPUKFGTCTCOCRGPCUCGNCUVKEKFCFGTGPFCFCFGOCPFCFGUEQPUKFGTCPFQQWVTCUXCTKXGKUGZRNKECVKXCU1UTGUWNVCFQUOQUVTCTCOSWGPQIGTCNCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQUKPFWUVTKCNK\CFQU OGPQTSWG GUUCOGUOCGNCUVKEKFCFGRQTUGTXKQUKUVQ C GUVTWVWTCFGFGUGPXQNXKOGPVQdas indstrias est propcia ao incio PCVWTCN PQRTGEQEG FQRTQEGUUQFGFGUKPFWUVTKCNK\CQPCGEQPQOKCDTCUKNGKTC
Palavras-chave&GUKPFWUVTKCNK\CQ'NCUVKEKFCFGTGPFC FC FGOCPFC+PFUVTKCDTCUKNGKTC
Abstract: &GKPFWUVTKCNK\CVKQPKUCRJGPQO
GPQP DGNQPIKPI VQ VJG GEQPQOKEFGXGNQROGPV RTQEGUU QH EQWPVTKGUYJGP VJG[ TGCEJ C EGTVCKP NGXGN QHKPEQOG RGT ECRKVC #NVJQWIJ KVUOCPKHGUVCVKQPU KU IKXG KP GORNQ[OGPVCPFKPFWUVTKCNRTQFWEVKQPVJGOCKPKPVGTPCNHCEVQTVQVJGGEQPQO[QHCEQWPVT[TGURQPUKDNG HQT KPKVKCVKPI VJGFGKPFWUVTKCNK\CVKQPRTQEGUUKU VJG EJCPIG KP VJG TGNCVKQPUJKRDGVYGGP VJGFGOCPF KPEQOG GNCUVKEKV[ HQTOCPWHCEVWTGFIQQFU CPFVJG FGOCPF KPEQOG GNCUVKEKV[ HQTUGTXKEGU6JWU VJKU UVWF[CKOGF VQCPCN[\GUWEJEJCPIGKPVJG$TC\KNKCPGEQPQO[KPQTFGTVQKFGPVKH[YJGVJGTVJG QDUGTXGF FGKPFWUVTKCNK\CVKQPKP VJG EQWPVT[ ECP DG EQPUKFGTGFGCTN[HQTVJGEQWPVT[DGCFGXGNQRKPIEQWPVT[QTPCVWTCNHQTVJGEQWPVT[DGCFGXGNQRKPIEQWPVT[YKVJJKIJKPEQOGRGTECRKVC(QT VJGCPCN[UKUYGTG GUVKOCVGF GEQPQOGVTKEOQF
GNU VJCV EQPUKFGT QPN[ VJGFGOCPFKPEQOGGNCUVKEKV[FKUTGICTFKPIQVJGTGZRNCPCVQT[XCTKCDNGU1XGTCNN VJGTGUWNVU UJQYGF VJCV VJG FGOCPFKPEQOGGNCUVKEKV[ HQTOCPWHCEVWTGFIQQFU KU NGUU VJCP VJGUCOGGNCUVKEKV[HQTUGTXKEGUKGVJGUVTWEVWTGQHKPFWUVT[UFGXGNQROGPVKUEQPFWEKXGVQ VJGPCVWTCNDGIKPPKPIPQVGCTN[KPVJGFGKPFWUVTKCNK\CVKQPRTQEGUUKP$TC\KNKCPGEQPQO[
Keywords &GKPFWUVTKCNK\CVKQP&GOCPFKPEQOGGNCUVKEKV[$TC\KNKCPKPFWUVT[
JEL: O14
1. Introduo1RTQEGUUQFGFGUKPFWUVTKCNK\C
QWOHGPOGPQSWGXGOICPJCPFQCCVGPQFGGEQPQOKUVCUGOVQFQQOWPFQRQTCHGVCTRTKPEKRCNOGPVGQ UGVQT KPFWUVTKCN FQU RCUGU 6CNprocesso est presente nas principais GEQPQOKCUOWPFKCKU G XGO UGPFQXGTKECFQPQURCUGUFGUGPXQNXKFQUFGUFGCFECFCFG0QURCUGUGOFGUGPXQNXKOGPVQEWLCGEQPQOKC
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RDE - REVISTA DE DESENVOLVIMENTO ECONMICO Ano XIV N 26 Dezembro de 2012 Salvador, BA
CKPFC PQ UG GPEQPVTC CXCPCFCC FGUKPFWUVTKCNK\CQ XGO UGPFQQDUGTXCFCFGUFGCFECFCFGGOCNIWPUFGUUGURCUGUGFGUFGCFECFCGOQWVTQU
# FGUKPFWUVTKCNK\CQ OCKUDGO GPVGPFKFC SWCPFQ UG GPVGPFG UGW EQPEGKVQ G UWCU HQTOCU FGOCPKHGUVCQ PC GEQPQOKCFG WORCU5GWEQPEGKVQGUVFKTGVCOGPVGTGNCEKQPCFQCWOFGVGTOKPCFQPXGNde renda per capita'UVGPXGNOQUVTCQITCWFGFGUGPXQNXKOGPVQFGWORCUGSWCPFQGUVGCVKPIGQITCWFGCNVQ FGUGPXQNXKOGPVQ GNG CVKPIGVCODOQPXGNFGTGPFCper capita PGEGUUTKQRCTCSWGC GEQPQOKC UGFGUKPFWUVTKCNK\G#U HQTOCUFGOCPKHGUVCQ FC FGUKPFWUVTKCNK\CQpodem ser variadas de acordo com QITCWFGFGUGPXQNXKOGPVQFQRCU2QTO C RGTEGRQOCKQT FG UWCOCPKHGUVCQ UGFPQ UGVQT KPFWUVTKCN GURGEKECOGPVGPCRTQFWQGPQGORTGIQ
OGFKFC SWG WORCU XCK UGFGUGPXQNXGPFQ C UWC TGPFC per capita XCK CWOGPVCPFQ%QO KUUQC GNCUVKEKFCFGTGPFC FC FGOCPFCRQT RTQFWVQU KPFWUVTKCNK\CFQU XCKUG TGFW\KPFQ G TGFW\ VCODO CFGOCPFCRQTVCKURTQFWVQU%QOCFGOCPFCTGFW\KFCCRTQFWQVCODOTGFW\G EQPUGSWGPVGOGPVG CGEQPQOKCFQRCUKPKEKCPCVWTCNOGPVGQRTQEGUUQFGFGUKPFWUVTKCNK\CQ'UVGEQPVGZVQPQTOCNOGPVGXGTKECFQPCUGEQPQOKCUFGUGPXQNXKFCU
2QT QWVTQ NCFQ TGEGPVGOGPVGQDUGTXCUGSWGQURCUGUGOFGUGPXQNXKOGPVQVCODOGUVQKPKEKCPFQQRTQEGUUQFGFGUKPFWUVTKCNK\CQ%QPVWFQPGUVGURCUGUQ KPEKQFCFGUKPFWUVTKCNK\CQQDUGTXCFQGOnvel menor de renda per capita do SWGQPXGNQDUGTXCFQPQKPEKQFGVCNRTQEGUUQPQURCUGUFGUGPXQNXKFQU&GUUC HQTOC CFGUKPFWUVTKCNK\CQnos pases em desenvolvimento FGPQOKPCFCRTGEQEG
Nos pases em desenvolvimento CFGUKPFWUVTKCNK\CQRQFGVGTGHGKVQUPGICVKXQU UQDTG C GEQPQOKC WOCXG\SWGGUVCPQGUVFGUGPXQNXKFCQUWEKGPVGRCTCGPHTGPVCTCUEQPUG
SWPEKCUFQRTQEGUUQFGFGUKPFWUVTKCNK\CQ6CNRTQEGUUQRTQXQECTKCCperda de competitividade das indsVTKCUPCEKQPCKU DGOEQOQ TGFWQFQGORTGIQKPFWUVTKCNCECTTGVCPFQFGUGORTGIQ TGFWQFCRTQFWQKPFWUVTKCNCECTTGVCPFQFEKVPQUCNFQFCUKPFUVTKCUGHC\GPFQEQOSWGCUOGPQTGUQWOGPQUEQORGVKVKXCUXQCHCNPEKC
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
'UVG VTCDCNJQ GUVFKXKFKFQ GOEKPEQ UGGU KPENWKPFQ GUVC KPVTQFWQ#5GQHC\WOCFKUEWUUQVGTKECGNKVGTTKCUQDTGQRTQEGUUQFGFGUKPFWUVTKCNK\CQ TGNCEKQPCPFQQEQOCOWFCPCPCTGNCQGPVTGC GNCUVKEKFCFGTGPFC FC FGOCPFCRQT RTQFWVQU KPFWUVTKCNK\CFQU G CGNCUVKEKFCFGTGPFCFCFGOCPFCRQTUGTXKQU0C5GQCRTGUGPVCFCCOGVQFQNQIKCWVKNK\CFCPGUVGVTCDCNJQ
DGOEQOQQUOQFGNQUGEQPQOVTKEQUGUVKOCFQURCTCXGTKECTCOWFCPCPC TGNCQ GPVTG CU GNCUVKEKFCFGUTGPFCFCFGOCPFCEKVCFCCPVGTKQTOGPVG1U TGUWNVCFQUFQUOQFGNQUGEQPQOVTKEQU G UWCU FKUEWUUGUUQ CRTGUGPVCFQUPC 5GQ DGOEQOQWOCCPNKUGUQDTGCGXQNWQFC GNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQU KPFWUVTKCKU GRQT UGTXKQU0C5GQ GPEQPVTCOUGCURTKPEKRCKUEQPENWUGUGZVTCFCUFQUTGUWNVCFQU
2Referencial tericoDesindustrializao e sua relao com a elasticidade-renda da de-manda
1 RTQEGUUQ FG FGUKPFWUVTKCNK\CQ RQUUWK GO UWC FGHKPKQVTU CURGEVQU HWPFCOGPVCKU RCTCQ GPVGPFKOGPVQ FCOCPKHGUVCQFGUUGRTQEGUUQ GOWOCGEQPQOKC5Q DCUKECOGPVG VTU FGHKPKGUFKUVKPVCUOCUSWGGUVQTGNCEKQPCFCUGPVTGUKRQKUVQFCUGUVQFKTGVCOGPVGRCWVCFCUCQPXGNFGTGPFCper capita FQRCU
# RTKOGKTC FGHKPKQ G OCKUWUWCNGUVTGNCEKQPCFCCQGORTGIQ4QYVJQTPG4COCUYCO[2CNOCG$QPGNNKG2GUUCCTOCOSWGCFGUKPFWUVTKCNK\CQECTCEVGTK\CFCRGNC TGFWQFCOQFG QDTC PQ UGVQT KPFWUVTKCN EQORQUVGTKQTNKDGTCQFGUVCOQFGQDTCRCTC QWVTQU UGVQTGU FC GEQPQOKCprincipalmente para o setor de serXKQU1UCWVQTGUCETGUEGPVCOSWGPQEWTUQPQTOCNFQFGUGPXQNXKOGPVQGEQPOKEQFGWORCUCRCTVKEKRCQFQ GORTGIQ KPFWUVTKCN UGIWGWOCVGPFPEKCPQNKPGCTETGUEGPVGPQKPEKQGFGETGUEGPVGSWCPFQCGEQPQOKCEQOGCCCOCFWTGEGT
2CNOC CETGUEGPVC SWG CTGNCQ GPVTGQ GORTGIQ KPFWUVTKCNe o nvel de renda per capita SWGGUV CUUQEKCFQCQ KPEKQPCVWTCNFQRTQEGUUQ FG FGUKPFWUVTKCNK\CQVGO ITCHKECOGPVG Q HQTOCVQ FG7 KPXGTVKFQ QW UGLC PCOGFKFCGOSWGCTGPFCper capitaCWOGPVCQ GORTGIQ KPFWUVTKCN CWOGPVC CVWOFGVGTOKPCFQPXGNFGTGPFCper
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RDE - REVISTA DE DESENVOLVIMENTO ECONMICO 161Ano XIV N 26 Dezembro de 2012 Salvador, BA
capitaRQUVGTKQTOGPVGCGUVGPXGNQGORTGIQKPFWUVTKCNFGENKPC
# UGIWPFC FGHKPKQ VCODOWUWCNGUVTGNCEKQPCFCCQRTQFWVQQWRTQFWQ(GKL%CTXCNJQG#NOGKFC
R RQT GZGORNQ CTOCOSWGCFGUKPFWUVTKCNK\CQRQFG UGTEQPUVKVWFCRQTFQKUOQOGPVQUem um primeiro momento cai a participao da agropecuria no produto interno bruto (PIB) e aumenta a expresso da indstria. No segundo, o setor de servi-os que ganha espao e a indstria perde peso+UVQPCOGFKFCGOSWGWORCUUGFGUGPXQNXGCRCTVKEKRCQFGUWCKPFUVTKCXCKRGTFGPFQRGUQPQVQVCNPCEKQPCN
4QYVJQTPG4COCUYCO[CETGUEGPVCOSWG C TGNCQ GPVTG CRTQFWQKPFWUVTKCNGQ2+$per capita CRTGUGPVCQHQTOCVQITEQFG7KPXGTVKFQ EQOQPC TGNCQ GPVTGQGORTGIQKPFWUVTKCNGQ2+$per capita%QPVWFQCTGNCQFQ2+$per capita EQOCRTQFWQKPFWUVTKCNITCECOGPVGOCKUUWCXGFQSWGCTGNCQFCSWGNGEQOQGORTGIQ KPFWUVTKCN$QPGNNK G 2GUUC EQORNGOGPVCOCTOCPFQSWGCNKVGTCVWTCUQDTGOWFCPC GUVTWVWTCN CHKTOCSWGOGFKFCSWGCTGPFCper capita CWOGPVCCRCTVKEKRCQFCRTQFWQKPFWUVTKCNVCODOCWOGPVCCVFGterminado nvel de renda per capitaCRCTVKTFGUUGPXGN CRCTVKEKRCQKPFWUVTKCNFGENKPC
#VGTEGKTCFGPKQRQWEQWUWCNGHQEQFGUVGVTCDCNJQGUVTGNCEKQPCFC GNCUVKEKFCFGTGPFCFCFGOCPFC0CUUKHCTOCSWGCFGUKPFWUVTKCNK\CQ XGTKECFCSWCPFQJWOCTGFWQFCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQUKPFWUVTKCNK\CFQUCQNQPIQFQVGORQGPSWCPVQJ WO CWOGPVQ FC GNCUVKEKFCFGTGPFCFCFGOCPFCRQTUGTXKQUPQOGUOQRGTQFQFGVGORQ6CNUKVWCQQDUGTXCFCUGIWPFQQCWVQTSWCPFQQRCUCVKPIGQPXGNFGTGPFCper capitaSWGKPKEKCQRTQEGUUQFGFGUKPFWUVTKCNK\CQ'UVGRQTUWCXG\RQFGUGTEQPTOCFQUGGOOFKCCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQUKPFWUVTKCNK\CFQUHQTOGPQTFQSWGGUUCGNCUVKEKFCFGRQTUGTXKQU
1TGKTQ G (GKL CRQPVCOSWGCGNCUVKEKFCFGTGPFCFCFGOCPFCWOFQURTKPEKRCKU HCVQTGUSWGOQVKXCOWOC GEQPQOKC FGUKPFWUVTKCNK\CQ1UCWVQTGUGZRNKECOSWGC NKVGTCVWTCCTOCSWGQRTKPEKRCN HCVQT KPVGTPQ GEQPQOKCFGWORCUSWGQEQPFW\CQRTQEGUUQPCVWTCNFGFGUKPFWUVTKCNK\CQFK\TGURGKVQOWFCPCPCTGNCQGPVTGCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTUGTXKQU G C GNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQU KPFWUVTKCNK\CFQUQDUGTXCPFQUGWOCWOGPVQPC GNCUVKEKFCFGTGPFCFCFGOCPFCRQTUGTXKQUGPSWCPVQCGNCUVKEKFCFGTGPFCFCFGOCPFCRQT RTQFWVQUKPFWUVTKCNK\CFQU TGFW\ VQTPCPFQCRTKOGKTCOCKQTFQSWG CNVKOC)GTCNOGPVG GUVG HCVQ CEQPVGEGPCUGEQPQOKCU EWLQ FGUGPXQNXKOGPVQLUGGPEQPVTCCXCPCFQKUVQPQURCUGUFGPQOKPCFQUFGUGPXQNXKFQU
'UUCOWFCPCPC TGNCQ GPVTGCU GNCUVKEKFCFGUTGPFC UWRTCEKVCFCUCFXO GPVTG QWVTQUOQVKXQU FCUOWFCPCUPQURCFTGUFGEQOTEKQRTQRQTEKQPCFQURGNC EQPEQTTPEKCEQOQURTQFWVQU KORQTVCFQU GFCEQPLWPVWTCGEQPOKECKPVGTPCEKQPCNSWGRQFGOHCXQTGEGTCRTQFWQFGRTQFWVQUFG CNVQXCNQT CITGICFQ GKPVGPUKXQUGOVGEPQNQIKCFKURGPUCPFQCUUKODQCRCTVGFCOQFGQDTCKPFWUVTKCN2#./#$10'..+2'55#
4QYVJQTPG4COCUYCO[RQTUWCXG\GZRNKECOSWGGUUCOWFCPCCEQPVGEGFGXKFQGNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQUKPFWUVTKCNK\CFQU UGTCNVCPQURCUGUGOFGUGPXQNXKOGPVQ G DCKZC PQURCUGU FGUGPXQNXKFQU GZRNKECPFQRQTSWGCRTQFWQGQGORTGIQKPFWUVTKCNRTKOGKTCOGPVGCWOGPVCOGFGRQKUTGFW\GO#GZRNKECQRCTCGUVC TGFWQ UGIWPFQQU CWVQTGUSWGCRTQFWVKXKFCFGFQ VTCDCNJQcresce mais rapidamente na indstria FQSWGPCGEQPQOKCEQOQWOVQFQGRQTVCPVQQRTGQTGNCVKXQFQURTQFWVQUKPFWUVTKCNK\CFQUUGTGFW\EQOQFGUGPXQNXKOGPVQFCGEQPQOKC'UVGRTGQTGFW\KFQGUVKOWNCCUWDUVKVWKQFQURTQFWVQU KPFWUVTKCNK\CFQURQTQWVTQUDGPURTKPEKRCNOGPVGRQr
UGTXKQUEWLQEWUVQGUVCWOGPVCPFQdevido ao crescimento relativamente NGPVQFCRTQFWVKXKFCFGPGUVGUGVQT
3. Metodologia#OGVQFQNQIKC FGUVG VTCDCNJQ
GUVDCUGCFCGOWOCCPNKUGFCOWFCPCPCTGNCQGPVTGCGNCUVKEKFCFGTGPFCFCFGOCPFCRQT RTQFWVQUKPFWUVTKCNK\CFQU G C GNCUVKEKFCFGTGPFC FC FGOCPFC RQT UGTXKQUDGOEQOQGOOQFGNQUGEQPQOVTKEQUFGUTKGUVGORQTCKURCTCXGTKECTGORKTKECOGPVGUGJQWXGOWFCPCUUKIPKECVKXCUGOVCNTGNCQCRQPVQFGUGCTOCTCGZKUVPEKCFGFGUKPFWUVTKCNK\CQPQ$TCUKN
#CPNKUGRTQRGWOCCXCNKCQFC GNCUVKEKFCFGTGPFC FC FGOCPFCRQT RTQFWVQU KPFWUVTKCNK\CFQUVQOCPFQ EQOQ TGHGTPEKC Q XCNQTCITGICFQFCKPFUVTKC2TKOGKTCOGPVGCCPNKUGHQKHGKVCRCTCCKPFUVTKCEQOQWO VQFQ G RQUVGTKQTOGPVGforam analisadas as indstrias de EQPUVTWQEKXKNFGGNGVTKEKFCFGIUGIWCGZVTCVKXCOKPGTCNGFGVTCPUHQTOCQ6CNFKXKUQFCUKPFUVTKCUHQKDCUGCFCPCFKURQUKQFQUFCFQUFQ +PUVKVWVQFG2GUSWKUC#RNKECFC&CFQU+2'##
Modelos economtricos1OQFGNQWVKNK\CFQRCTCCXGTK
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RDE - REVISTA DE DESENVOLVIMENTO ECONMICO Ano XIV N 26 Dezembro de 2012 Salvador, BA
pib_indt = G
0 + G
1pib_nac
t + u
t
pib_servt = J
0 + J
1pib_nac
t + u
t
'OSWG
G0 e J
0 G UQQU KPVGTEGRVQUFCU TG
ITGUUGUG1 e J
1UQQUEQGEKGPVGUFCXCTKXGN
pib_nact 2+$ PCEKQPCN VCN SWG t =
0GUVGECUQG1 e J
1
TGRTGUGPVCOCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQUKPFWUVTKCNK\CFQUGRQTUGTXKQUTGURGEVKXCOGPVGpib_ind
t Q2+$KPFWUVTKCN
pib_nactQ2+$PCEKQPCN
pib_servt2+$FQUGVQTFGUGTXKQUG
utQVGTOQFGGTTQFCTGITGUUQ
5G G1 e J
1 forem negativos e
GUVCVKUVKECOGPVGUKIPKECVKXQUECFCWOFGNGU C GNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQU KPFWUVTKCNK\CFQUGRQTUGTXKQUFGOQPUVTCTKCOSWGQRTQFWVQKPFWUVTKCNGQRTQFWVQFQUGVQTFGUGTXKQUUQGOOFKCKPHGTKQTGU'UGG
1J
1 < 1, estes pro
FWVQUUQVKFQUEQOQPQTOCKUGDGPUPGEGUUTKQU'RCTCQURTQFWVQUUQVKFQU EQOQFG NWZQQW UWRTWQU2CTCSWGJCLCFGUKPFWUVTKCNK\CQRTGEKUQSWGG
1J
1
2CTCOGNJQTCPCNKUCTCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQUKPFWUVTKCNK\CFQU Q/QFGNQ# HQKUWDFKXKFKFQ RCTC CNIWPU VKRQU FGKPFUVTKCU#KPVGTRTGVCQFGECFCEQGEKGPVGUKOKNCTFGUETKVCRCTCQ/QFGNQ#=GSWCQ?5GIWGOos modelos:
Modelo A.1 Anlise da elasticida-de-renda da demanda por produtos da indstria de construo civil:
pib_constciv
t = G
0 + G
1pib_nac
t + u
t
'OSWGpib_constcivt Q2+$FC
KPFUVTKCFGEQPUVTWQEKXKNQG0 KPVGTEGRVQGG
1 representa a elastici
FCFGTGPFCFCFGOCPFCRQTRTQFWVQUFCKPFUVTKCFGEQPUVTWQEKXKN
Modelo A.2 Anlise da elastici-dade-renda da demanda por produtos
da indstria de eletricidade, gs e gua:
pib_eletrict = G
0 + G
1pib_nac
t + u
t
'OSWG pib_eletrict Q 2+$ FC
KPFUVTKCFGGNGVTKEKFCFGIUGIWC o G
0 KPVGTEGRVQ GG
1 representa a
GNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQUFCKPFUVTKCFGGNGVTKEKFCFGIUGIWC
Modelo A.3 Anlise da elasticida-de-renda da demanda por produtos da indstria extrativa mineral3:
pib_extmint = G
0 + G
1pib_nac
t + u
t
'OSWGpib_extmintQ2+$FCKP
FUVTKCGZVTCVKXCOKPGTCNG0 o inter
EGRVQGG1 representa a elasticidade
TGPFCFCFGOCPFCRQTRTQFWVQUFCKPFUVTKCGZVTCVKXCOKPGTCN
Modelo A.4 Anlise da elasticida-de-renda da demanda por produtos da indstria de transformao4: pib_transf
t = G
0 + G
1pib_nac
t + u
t
'O SWG pib_transft Q 2+$ FC
KPFUVTKCFG VTCPUHQTOCQ G0
o KPVGTEGRVQGG
1 representa a elastici
FCFGTGPFCFCFGOCPFCRQTRTQFWVQUFCKPFUVTKCFGVTCPUHQTOCQ
KORQTVCPVGTGUUCNVCTSWGRCTCSWG UGLCFGVGEVCFC CFGUKPFWUVTKC
NK\CQRGNC GNCUVKEKFCFGTGPFCFCFGOCPFCRQT RTQFWVQU KPFWUVTKCNK\CFQU GO VQFCU CU TGITGUUGU QEQGEKGPVGG
1FGXGUGTOGPQTSWGQ
EQGEKGPVG J1 FQ UGVQTFG UGTXKQU
=GSWCQ ? G GUVCVKUVKECOGPVGUKIPKECVKXQ
Dados, fontes e periodicidade#UXCTKXGKUWVKNK\CFCUPQUOQFG
NQUGEQPQOVTKEQUUQQ2+$PCEKQPCNQ2+$KPFWUVTKCNQ2+$FCKPFUVTKCFGEQPUVTWQEKXKNQ2+$FCKPFUVTKCFGGNGVTKEKFCFGIUGIWCQ2+$FCKPFUVTKCGZVTCVKXCOKPGTCNQ2+$FCKPFUVTKCFG VTCPUHQTOCQGQ2+$FQ UGVQT FG UGTXKQU RTQXGPKGPVGUFC7PKVGF0CVKQPU5VCVKUVKEU&KXKUKQP
705&UGPFQEQPUKFGTCFQQXCNQTGOTGCKUCRTGQUEQPUVCPVGUFG2CTCQENEWNQFCGNCUVKEKFCFGTGPFCda demanda foram considerados os 2+$UEKVCFQUCPVGTKQTOGPVGEQPUKFGTCPFQUGQXCNQTCITGICFQFQ2+$GOTGCKUCRTGQUEQTTGPVGURTQXGPKGPVGUFQ+2'##
A periodicidade das variveis FQUOQFGNQUGEQPQOVTKEQUCPWCNe corresponde aos anos compreendiFQUGPVTGC2CTCCCPNKUGFCGXQNWQFCGNCUVKEKFCFGTGPFCFCdemanda o perodo compreende aos CPQUFGCVCODOCPWCKU'UVGURGTQFQUKPENWGOQUCPQUCPVGTKQTGUFECFCRGTFKFCDGOEQOQVCN FECFC C CDGTVWTC EQOGTEKCNOWFCPCFCOQGFCPCEKQPCNETKCQ
3 As indstrias que fazem parte da indstria extrativa mineral so: petrleo e gs natural; minrio de ferro; e outras da indstria extrativa (ANURIO ESTATSTICO, 2011).
4 As indstrias que fazem parte da indstria de transformao so: alimentos e bebidas; produtos do fumo; txteis; artigos do vesturio e acessrios; arte-fatos de couro e calados; produtos de madeira, exclusive mveis; celulose H SURGXWRV GH SDSHO MRUQDLV UHYLVWDV GLVFRV UHQR GH SHWUyOHR H FRTXHlcool; produtos qumicos; fabricao de resina e elastmeros; produtos farmacuticos; defensivos agrcolas; perfumaria, higiene e limpeza; tintas, vernizes, esmaltes e lacas; produtos e preparados qumicos diversos; artigos de borracha e plstico; cimento; outros produtos de minerais no-metlicos; fabricao de ao e derivados; metalurgia de metais no-ferrosos; produtos de metal, exclusive manuteno e reparos; eletrodomsticos; mquinas para escritrio e equipamentos de informtica; mquinas, aparelhos e materiais eltricos; material eletrnico e equipamentos de comunicaes; aparelhos e instrumentos mdico-hospitalares, medida e ptico; automveis, camionetas e utilitrios; caminhes e nibus; peas e acessrios para veculos automotores; outros equipamentos de transporte; e mveis e produtos das indstrias diversas (ANURIO ESTATSTICO, 2011).
-
RDE - REVISTA DE DESENVOLVIMENTO ECONMICO 163Ano XIV N 26 Dezembro de 2012 Salvador, BA
FQ/'4%157.TGHQTOCECODKCNGGUVCDKNK\CQFCGEQPQOKCOWPFKCN'UVGU HCVQU UQ KORQTVCPVGURCTC CCPNKUG FC GXQNWQ FC RTQFWQKPFWUVTKCNPCEKQPCNCOFGCPCNKUCTCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQUKPFWUVTKCKU
1CPQFGHQKGUEQNJKFQEQOQlimite inferior da anlise devido aos ITCPFGU KPXGUVKOGPVQU KPFWUVTKCKUocorridos nos anos anteriores e pela indstria ter crescido grandemente GOVCNFECFC#NOFKUUQCUCNVCUVCZCUFGKPCQGCFGUQTICPK\CQFC GEQPQOKC DTCUKNGKTC PQU CPQURQUVGTKQTGURGTOKVGOWOCCPNKUGFGEQOQCGEQPQOKCDTCUKNGKTCRTQEGFGFWTCPVGQRGTQFQFGETKUGCHGVCPFQCGNCUVKEKFCFGTGPFCFCFGOCPFC#CPNKUGFGEQOQCGEQPQOKCTGCIKWCestes fatos importante para o entenFKOGPVQFCOWFCPCPCTGNCQGPVTGCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQUKPFWUVTKCNK\CFQUGRQTUGTXKQU1CPQFGHQKGUEQNJKFQEQOQNKOKVGUWRGTKQTRQTTGRTGUGPVCTWORGTQFQOCKUTGEGPVG
6QFCUCUXCTKXGKUHQTCONQICTKVOK\CFCURQKUKFGPVKECOGNCUVKEKFCFGTGPFCFCFGOCPFCKPVGTGUUCPVGTGUUCNVCTSWGQUFCFQURCTCQ2+$FCUKPFUVTKCUUQOGPVGGUVQFKURQPXGKUFGHQTOCCITGICFCRTKPEKRCNOGPVGRCTCC KPFUVTKCFG VTCPUHQTOCQ+UVQKORQUUKDKNKVQWCCPNKUGFCGNCUVKEKFCFGTGPFCFCFGOCPFCRCTCVQFQUos tipos de indstrias separadamenVG 2QT KUVQ CRGPCU C GNCUVKEKFCFGTGPFCFCFGOCPFCFCU KPFUVTKCUFGEQPUVTWQEKXKNFGGNGVTKEKFCFGIU G IWC GZVTCVKXCOKPGTCN GFGVTCPUHQTOCQHQKCPCNKUCFC
Processo de estimaoOs modelos economtricos foram
GUVKOCFQURGNQ/VQFQFG/PKOQU3WCFTCFQU 1TFKPTKQU /316QFQUQUVGUVGUGUVCVUVKEQUPGEGUUTKQUHQTCOTGCNK\CFQURCTCXGTKECTRQUUXGKURTQDNGOCU ECTCEVGTUVKEQUFGUTKGUVGORQTCKUVCKUEQOQCPQGUVCEKQPCTKGFCFGFCUUTKGUCEQKPVGITCQGPVTGGNCUGCCWVQEQTTGNCQPQU TGUFWQU'UUGURTQDNGOCURQdem acarretar estimadores viesados
QWKPXCNKFCTCUKPHGTPEKCUGUVCVUVKECURTQXGPKGPVGUFCGUVKOCQ
A estacionariedade das sries WOC ECTCEVGTUVKEC PGEGUUTKCRCTCSWGCUKPHGTPEKCUGUVCVUVKECUUGLCOXNKFCU7OCUTKGGUVCEKQPTKCRQUUWKOFKCGXCTKPEKCEQPUVCPVGUCQNQPIQFG VGORQ G CWVQEQXCTKPEKCKPFGRGPFGPVGFQ VGORQ '0&'45$7'01QWUGLC
E ([t) = E [
ts) = P (
E [([t P)2] = E[([
ts P)2 = V[
E [([t P) ([
ts P) = E[([
tJ P) ([
tJs P)]
5GPFQSWG[t WOCFCFCUTKGFG
tempot =/ s =/ j; PV[e [s e representam COFKCCXCTKPEKCGCEQXCTKPEKCFGTGURGEVKXCOGPVG
7OC UTKG PQ GUVCEKQPTKC CSWGNCSWGRQUUWKTCK\WPKVTKCGVGOCUGIWKPVGGURGEKECQEQPUKFGTCPFQCRGPCUWOCXCTKXGN '0&'45
[t = U[
t - 1 + Ht
GOSWG[t - 1
valor defasado de [t
GOWORGTQFQHtWORTQEGUUQFGTWFQDTCPEQG U
5WDVTCKPFQ[t - 1FGCODQUQUNCFQU
TGCTTCPLCPFQQUVGTOQUGHC\GPFQU 1 = GQDVOUG
'[t = G[
t - 1 + Ht
&GUUC HQTOC CJKRVGUGFGPWNKFCFGFQU VGUVGUFG TCK\WPKVTKC SWGG 5GGPVQU= 1QWUGLCCUTKGRQUUWKTCK\WPKVTKCQSWGSWGTFK\GTSWGCUTKG[
tPQGUVCEKQPTKC
2CTCSWGCUTKGUGLCGUVCEKQPTKCGVGOSWGUGTPGICVKXQRCTCSWGUUGLCOGPQTSWGCWPKFCFG#TGLGKQFCJKRVGUGFGPWNKFCFGKORNKECGUVCEKQPCTKGFCFGFCUTKG
1UVGUVGUFGTCK\WPKVTKCRTQEWTCOVGUVCTCJKRVGUGFGPWNKFCFGFGSWGCUUTKGUUQPQGUVCEKQPTKCU0GUVGVTCDCNJQTGCNK\QWUGQVGUVGFG&KEMG[(WNNGT#WOGPVCFQ#&(SWGconsidera as diversas caractersticas
FGWOCUTKGVGORQTCNGUWRGSWGQUGTTQUUQEQTTGNCEKQPCFQU1VGUVGconsiste em estimar o modelo de reITGUUQCETGUEGPVCPFQCUFGHCUCIGPUFC XCTKXGN FGRGPFGPVG $7'01
'OSWG H #JKRVGUGFGPWNKFCFGFQ#&(
CFGSWGCUTKGPQGUVCEKQPTKCQWUGLCG 0GUVGECUQ 2CTCSWGUGTGLGKVGCJKRVGUGFGPWNKFCFGPGEGUUTKQSWG RCTCSWGG1POGTQFGFGHCUCIGPUKPENWFCUPCTGITGUUQUGTVCPVQSWCPVQHQTPGEGUUTKQRCTCGNKOKPCTCCWVQEQTTGNCQPQUTGUFWQU
# CWVQEQTTGNCQ PQU TGUFWQUpode viesar as estimativas provePKGPVGUFCGUVKOCQRQTKUUQHC\UGPGEGUUTKC UWC TGOQQ2CTCXGTKECTCGZKUVPEKCFGCWVQEQTTGNCQPQU TGUFWQU WVKNK\CUG WO VGUVGFGEQTTGNCQUGTKCN0GUVGVTCDCNJQWVKNK\QWUGQVGUVGFG&WTDKP9CVUQPSWGUGDCUGKCPCTC\QGPVTGCUQOCFCFKHGTGPCCQSWCFTCFQFQUGTTQUGUVKOCFQUGCUQOCFQSWCFTCFQFQUGTTQUGUVKOCFQU5GIWGCGUVCVUVKECFQVGUVG911.&4+&)'
&GUOGODTCPFQ C UQOCVTKC GTGCTTCPLCPFQQUVGTOQUVGOUG 1WFGHQTOCOCKUUKORNGUHC\GPFQ
QDVOUG 5GPFQ< dw < 4 e 4 < U^ < 12CTC
dw = 2PQJEQTTGNCQUGTKCNPQUTGUFWQU.QIQ CJKRVGUGFGPWNK
5 Se G > 0, ento U!RTXHVLJQLFDTXHDVpULHpH[SORVLYD3RULVVRHVWDhiptese no considerada nos testes de raiz unitria.
-
RDE - REVISTA DE DESENVOLVIMENTO ECONMICO164 Ano XIV N 26 Dezembro de 2012 Salvador, BA
FCFGFQVGUVGFG&WTDKP9CVUQPCFGSWGPQGZKUVGEQTTGNCQUGTKCNQWUGLCU#TGLGKQFCJKRVGUGPWNCKORNKECEQTTGNCQUGTKCN
O teste dwVGOCNIWPUKPVGTXCNQUFGKPEQPENWUQEWLQUXCNQTGUFGPVTQFGUUGU KPVGTXCNQU PQ RGTOKVGOEQPENWKTUGJQWPQCWVQEQTTGNCQPQU TGUFWQU6CKU KPVGTXCNQU GUVQFKURQUVQUPCVCDGNCGUVCVUVKECdw de &WTDKP9CVUQPGUQFGVGTOKPCFQUCVTCXUFQVCOCPJQFCCOQUVTCGFQPOGTQFGXCTKXGKUGZRNKECVKXCU
#FKEKQPCNOGPVGQVGUVGFG&WTDKP9CVUQPCRTGUGPVCCNIWOCURTGOKUUCU SWGFGXGO UGT QDUGTXCFCUCPVGUFCUWCCRNKECQUQGNCUQOQFGNQFGTGITGUUQRQUUWKKPVGTEGRVQCUXCTKXGKUKPFGRGPFGPVGUUQPQGUVQEUVKECUQUGTTQUUQIGTCFQURQTRTQEGUUQCWVQTTGITGUUKXQFGQTFGOQWUGLC#4GUQPQTOCNOGPVG FKUVTKDWFQU CUdefasagens da varivel dependente PQGUVQKPENWFCUPQOQFGNQEQOQXCTKXGKUKPFGRGPFGPVGUGPQJQDUGTXCGUHCNVCPVGU911.&4+&)'
7OCFCUECWUCUFCCWVQEQTTGNCQCOGURGEKECQFQOQFGNQ0GUVGECUQRCTCCEQTTGQFCEQTTGNCQ UGTKCNFGXGUG TGOQFGNCT QOQFGNQ1WVTCU ECWUCURQFGO UGTEQTTKIKFCU RGNQ WUQ FG/PKOQU3WCFTCFQU)GPGTCNK\CFQU /3)OCUPQPQECUQFGUTKGUVGORQTCKU0QECUQFGCEQTTGNCQUGTKCNUGTECWUCFCRGNCPQ GUVCEKQPCTKGFCFGFCUTKGFGXGUGHC\GTQURTQEGFKOGPVQUPGEGUUTKQURCTCGUVCEKQPCTK\NC
3WCPFQ WOC UTKG VGORQTCN GUVCEKQPTKCGORTKOGKTCFKHGTGPCFK\UGSWGGNCKPVGITCFC5GCUTKGfor diferenciada dXG\GUGPVQGNCintegrada de ordem d QW +d0QECUQGOSWGd=0VGOUGSWGCUTKGGUVCEKQPTKC'OWOCTGITGUUQGOSWGFWCUUTKGUUQ+dGQUGTTQUFGUUCTGITGUUQUQ+GPVQCUUTKGUUQEQKPVGITCFCUGCTGITGUUQRQFGser estimada sem diferenciar as sries +d.6-'21*.
1 VGUVG FG EQKPVGITCQOCKUWUCFQQVGUVGFG'PING)TCPIGTSWGUGDCUGKCPQUTGUFWQUFCTGITGUUQ
2TKOGKTCOGPVG GUVKOCUGQOQFGNQFG TGITGUUQFCGSWCQ CDCKZQGURGEKECFC$7'01
2QUVGTKQTOGPVGWVKNK\CUGQVGUVG#&(FGTCK\WPKVTKCPQUTGUFWQU5GGUVGUHQTGOGUVCEKQPTKQUGPVQCUUTKGUUQEQKPVGITCFCU0GUVGECUQCTGITGUUQRQFGUGTGUVKOCFCPQTOCNOGPVGEQOQPCGSWCQ%CUQEQPVTTKQFGXGOUGUGIWKTQURTQEGFKOGPVQURCTCGUVCEKQPCTK\CTCUUTKGU
4GUWNVCFQUGFKUEWUUQEvoluo da elasticidade-renda da demanda por produtos industriali-zados e por servios
#GNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQU KPFWUVTKCNK\CFQU GOOFKCOGPQTFQSWGCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTUGTXKQUFGUFGCFECFCFG1)TEQOQUVTCCGXQNWQFGUUCGNCUVKEKFCFGRQTRTQFWVQUKPFWUVTKCNK\CFQUGRQTUGTXKQUFGC
)TEQ 'XQNWQFCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTprodutos industriais e por servios de 1971 a 2011
Fonte: Dados do IPEADATA (2011).
2GTEGDGUGSWGCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQUKPFWUVTKCNK\CFQUGTCGOOFKCOCKQTFQSWGCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTUGTXKQUCVOGCFQUFCFECFCFG#RCTVKTFCCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTUGTXKQURCUUQWCUGTOCKQTGOOFKCFQSWGCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQU KPFWUVTKCNK\CFQU ECTCEVGTK\CPFQWOCOWFCPCPCTGNCQGPVTGCUGNCUVKEKFCFGUTGPFC
0QRGTQFQFGCCOFKCFCGNCUVKEKFCFGTGPFCFCFGOCPFCHQKFGRCTCQURTQFWVQUKPFWUVTKCNK\CFQUGRCTCQUUGTXKQU1WUGLCCPCNKUCPFQUGCGXQNWQPQRGTQFQRQFGUGCTOCTSWGCGEQPQOKCDTCUKNGKTCLCRTGUGPVCWOCGUVTWVWTCFGFGUGPXQNXKOGPVQRTQREKCFGUKPFWUVTKCNK\CQFGUFGCFECFCFG
3WCPFQQDUGTXCFCCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQUFCKPFUVTKCFG EQPUVTWQ EKXKNFCFGGNGVTKEKFCFGIU G IWCFCGZVTCVKXCOKPGTCNGFCFGVTCPUHQTOCQQDUGTXCUGSWGGOGOOFKCVCKUKPFUVTKCUPQCRTGUGPVCXCOWOCGUVTWVWTCFGFGUGPXQNXKOGPVQRTQREKCFGUKPFWUVTKCNK\CQEQOGZEGQFCKPFUVTKCFGVTCPUHQTOCQ1)TEQOQUVTCCGXQNWQFCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQUFCKPFUVTKCFGEQPUVTWQEKXKNFGC
-
RDE - REVISTA DE DESENVOLVIMENTO ECONMICO Ano XIV N 26 Dezembro de 2012 Salvador, BA
)TEQ 'XQNWQFCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTprodutos da indstria de construo civil de 1971 a 2011
Fonte: Dados do IPEADATA (2011).
ODUGTXCUGSWGCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQUFCKPFUVTKCFGEQPUVTWQEKXKNGOOFKCCRTGUGPVQWUGCEKOCFCWPKFCFGPCOCKQTKCFQUCPQUFGPVTQFQRGTQFQCPCNKUCFQ'OOFKCVCNGNCUVKEKFCFGHQKFGQSWGOQUVTCSWGCKPFUVTKCFGEQPUVTWQEKXKNPQCRTGUGPVQWPQRGTQFQCPCNKUCFQGUVTWVWTCFGFGUGPXQNXKOGPVQRTQREKCFGUKPFWUVTKCNK\CQWOCXG\SWGCOFKCFCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTUGTXKQUHQKFG%CDGTGUUCNVCTSWGRCTCSWGHQUUGQDUGTXCFCWOCGUVTWVWTCFGFGUGPXQNXKOGPVQRTQREKC FGUKPFWUVTKCNK\CQCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQUFCKPFUVTKCFGEQPUVTWQEKXKNFGXGTKCUGTOGPQTFQSWGGUUCGNCUVKEKFCFGRQTUGTXKQU
#GXQNWQFCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQUFCKPFUVTKCFGGNGVTKEKFCFGIUGIWCVCODOOQUVTQWSWGVCN KPFUVTKCPQGUVUGFGUKPFWUVTKCNK\CPFQEQOQOQUVTCQ)TEQ
)TEQ 'XQNWQFCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTprodutos da indstria de eletricidade, gs e gua de 1971 a 2011
Fonte: Dados do IPEADATA (2011).
1DUGTXCUGSWGGOOFKCCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQUFCKPFUVTKCFGGNGVTKEKFCFGIUGIWCHQKFG+UVQKORNKEC
FK\GTSWGVCNKPFUVTKCVCODOPQCRTGUGPVQW PQRGTQFQ CPCNKUCFQGUVTWVWTCFGFGUGPXQNXKOGPVQRTQREKC FGUKPFWUVTKCNK\CQ 8CNGNGODTCTSWGGOOFKCCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTUGTXKQUHQKFG
7ORQPVQKPVGTGUUCPVGSWGFGXGUGT FGUVCECFQ SWG GO CGNCUVKEKFCFGTGPFC RQT RTQFWVQUFGUUC KPFUVTKC HQK FG 8CNQTOWKVQ CNVQSWG ECTCEVGTK\QW VCNRTQFWVQEQOQFGNWZQQWUWRTWQFGPVTQFQRGTQFQ'UUGXCNQTFGXGUGT QDUGTXCFQ EQOCVGPQRQKU considerado pela anlise econmica EQOQWOoutlierKUVQWOXCNQTHQTCFQURCFTGU
#CPNKUGFCGXQNWQFCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQUFCKPFUVTKCGZVTCVKXCOKPGTCNRQT UWC XG\ CRTGUGPVC TGUWNVCFQUUGOGNJCPVGU CQU QDUGTXCFQU PCUKPFUVTKCUFG EQPUVTWQ EKXKN GFGGNGVTKEKFCFGIUGIWC'UUCGXQNWQOQUVTCFCPQ)TEQ
Um ponto interessante que
deve ser destacado que em 1998, a elasticidade-renda por produtos dessa
indstria foi de 4,8174. Valor muito
alto que caracterizou tal produto como de
OX[RRXVXSpUXRdentro do perodo.
Esse valor deve ser observado com
ateno, pois considerado pela
anlise...
-
RDE - REVISTA DE DESENVOLVIMENTO ECONMICO166 Ano XIV N 26 Dezembro de 2012 Salvador, BA
)TEQ 'XQNWQFCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTprodutos da indstria extrativa mineral de 1971 a 2011.
Fonte: Dados do IPEADATA (2011).
1DUGTXCUGSWGCVCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQUFCKPFUVTKCGZVTCVKXCOKPGTCNCRTGUGPVCXCUGOCKUGUVXGNFQSWGVCNGNCUVKEKFCFGRCTCQUCPQURQUVGTKQTGU'OOFKCGUUCGNCUVKEKFCFGRCTCQURTQFWVQUFGUUCKPFUVTKCHQKQSWGUKIPKECSWGVCNKPFUVTKCPQCRTGUGPVQWGUVTWVWTCFGFGUGPXQNXKOGPVQRTQREKC FGUKPFWUVTKCNK\CQ4GUUCNVCUGSWGCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTUGTXKQUHQK
KPVGTGUUCPVGFGUVCECTSWGGOCNIWPUCPQUCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQUFCKPFUVTKCGZVTCVKXCOKPGTCNEJGIQWRGTVQFGVCPVQPGICVKXQSWCPVQRQUKVKXQQWWNVTCRCUUQWVCNXCNQTEQOQGOSWGEJGIQWC'UVGHCVQFGXGUGTKPXGUVKICFQEQOCVGPQRQKUPQEQOWOVCNGNCUVKEKFCFGXCTKCTVQITCPFGOGPVG
2QTQWVTQNCFQCGXQNWQFCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQUFCKPFUVTKCFGVTCPUHQTOCQOQUVTCTGUWNVCFQFKHGTGPVGFQSWGHQKEQPJGEKFQCVQOQOGPVQRGNQUFGOCKU VKRQUFG KPFUVTKCU1)TEQOQUVTCGUUCGXQNWQ
)TEQ 'XQNWQFCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTprodutos da indstria de transformao de 1971 a 2011
Fonte: Dados do IPEADATA (2011).
2GTEGDGUGSWGCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQUFCKPFUVTKCFGVTCPUHQTOCQGOOFKCHQKFGKUVQVCNKPFUVTKCOQUVTQWVGTGUVTWVWTCFGFGUGPXQNXKOGPVQRTQREKCFGUKPFWUVTKCNK\CQPQRGTQFQ
CPCNKUCFQ%CDGTGUUCNVCTSWGVCNVKRQde indstria agrega a maioria das KPFUVTKCURQTKUUQVCNTGUWNVCFQLUGTKCGURGTCFQWOCXG\SWGCCPNKUGFCGXQNWQFGUUCGNCUVKEKFCFGRCTCCKPFUVTKCEQOQWOVQFQOQUVTQWSWGCKPFUVTKCRQUUWKGUVTWVWTCFGFGUGPXQNXKOGPVQRTQREKC FGUKPFWUVTKCNK\CQ
Anlise dos resultados econo-mtricos
#PVGU FG UGTGO GUVKOCFQU QUOQFGNQUHQTCOUWDOGVKFQUCQUVGUVGUGUVCVUVKEQUCRTGUGPVCFQUPCUWDUGQ#RGPCUCXCTKXGNpib_extmin foi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
#UGIWKTUQCRTGUGPVCFCUCUVCDGNCU6CDGNCC6CDGNCEQOQUTGUWNVCFQUFQUOQFGNQU GUVKOCFQU'OECFCVCDGNCQXCNQTFCXCTKXGNpib_nac foi destacado por representar CGNCUVKEKFCFGTGPFCFCFGOCPFC#NVKOCVCDGNC6CDGNCOQUVTCQUTGUWNVCFQUCITGICFQUGCEQPENWUQFGECFCWOCFCUGNCUVKEKFCFGU%CDGTGUUCNVCTSWGCCPNKUGFCGNCUVKEKFCFGTGPFCFCFGOCPFC CVTCXUFQUOQFGNQU GEQPQOVTKEQUOQUVTQWTGUWNVCFQUFKHGTGPVGUFQSWGHQTCOQDUGTXCFQUPCCPNKUGFC GXQNWQFGUUC GNCUVKEKFCFG RTKPEKRCNOGPVGRCTCCKPFUVTKCFGEQPUVTWQEKXKN
#6CDGNCOQUVTCQUTGUWNVCFQUFQ/QFGNQ##PNKUGFCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQUKPFWUVTKCNK\CFQU
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RDE - REVISTA DE DESENVOLVIMENTO ECONMICO Ano XIV N 26 Dezembro de 2012 Salvador, BA
Tabela 01 Resultado do Modelo A
Varivel %QGEKGPVG Erro padro Estatstica t P-valorconstante RKDAPCE WCA ( 2TQD (4w CLWUVCFQ
dw
#&( RKDAPCE
2XCNQT=#&(RKDAPCE?
#&(RKDAKPF
2XCNQT=#&(RKDAKPF?
Fonte: Os autores.
1XCNQTFCGUVCVUVKEC(GUWCUKIPKEPEKCOQUVTCOSWGGOEQPLWPVQQUEQGEKGPVGUFCUXCTKXGKUFQ/QFGNQ#UQGUVCVKUVKECOGPVGFKHGTGPVGUFG\GTQ14wCLWUVCFQOQUVTCSWGQOQFGNQHQKDGOCLWUVCFQ1XCNQTFQVGUVG&WTDKP9CVUQPdwOQUVTCSWGQOQFGNQPQRQUUWKCWVQEQTTGNCQPQU TGUFWQU1 VGUVGFG&KEMG[(WNNGT#WOGPVCFQ #&(OQUVTCSWGCUUTKGUFCUXCTKXGKUpib_nac e pib_indUQGUVCEKQPTKCUKUVQPQRQUUWGOTCK\WPKVTKC
1UTGUWNVCFQUOQUVTCOSWGCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQUKPFWUVTKCNK\CFQUGUVCVKUVKECOGPVGUKIPKECVKXCGRQUKVKXCEQOXCNQTPQ KPVGTXCNQ =?OQUVTCPFQSWGQURTQFWVQU KPFWUVTKCKU UQGOOFKCDGPUPQTOCKUGPGEGUUTKQU1DUGTXCUGSWGWOCWOGPVQFGPCTGPFCPCEKQPCNCECTTGVCCWOGPVQFGGOOFKCPCTGPFCKPFWUVTKCN
6CNXCNQTTGHWVCCGZRNKECQFG4QYVJQTPG4COCUYCO[FGSWGCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQUKPFWUVTKCNK\CFQUCNVCPQURCUGUGOFGUGPXQNXKOGPVQGDCKZCPQURCUGUFGUGPXQNXKFQU1$TCUKNGODQTCGOGTIGPVGEQPUKFGTCFQWORCUGOFGUGPXQNXKOGPVQGCRTGUGPVQWGNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQUKPFWUVTKCNK\CFQUDCKZC.QIQRGTEGDGUGC KORQTVPEKCFGUGCPCNKUCTCGNCUVKEKFCFGTGPFCFCFGOCPFCPQ$TCUKNEQOQHQTOCFGGPVGPFGTQRTQEGUUQFGFGUKPFWUVTKCNK\CQSWGUGOQUVTCRTGUGPVGGOVCNGEQPQOKC
#6CDGNCOQUVTCQUTGUWNVCFQURCTCQ/QFGNQ##PNKUGFCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQUFCKPFUVTKCFGEQPUVTWQEKXKN
Tabela 02 Resultado do Modelo A.1
Varivel %QGEKGPVG Erro padro Estatstica t P-valorconstante RKDAPCE WCA ( 2TQD (4wCLWUVCFQ dw#&( RKDAPCE
2XCNQT=#&(RKDAPCE?
#&(RKDAEQPUVEKX
2XCNQT=#&(RKDAEQPUVEKX?
Fonte: Os autores.
1XCNQTFCGUVCVUVKEC(GUWCUKIPKEPEKCOQUVTCOSWGGOEQPLWPVQQUEQGEKGPVGUFCUXCTKXGKUFQ/QFGNQ#UQGUVCVKUVKECOGPVGFKHGTGPVGUFG\GTQ14wCLWUVCFQOQUVTCSWGQOQFGNQHQKDGOCLWUVCFQ1XCNQTFQVGUVG&WTDKP9CVUQPdw OQUVTCSWGQOQFGNQPQRQUUWKCWVQEQTTGNCQPQUTGUFWQU1VGUVGFG&KEMG[(WNNGT#WOGPVCFQ
#&(OQUVTCSWGCUTKGFCXCTKXGNpib_constcivGUVCEKQPTKCKUVQPQRQUUWKTCK\WPKVTKC
1U TGUWNVCFQUOQUVTCO SWG CGNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQU KPFWUVTKCNK\CFQUGUVCVKUVKECOGPVG UKIPKHKECVKXC G RQUKVKXCEQOXCNQTPQKPVGTXCNQ=?OQUVTCPFQSWGQURTQFWVQUFC KPFUVTKCFG EQPUVTWQ EKXKN UQ GOOFKCDGPUPQTOCKU GPGEGUUTKQU1DUGTXCUGSWGWOCWOGPVQFGPCTGPFCPCEKQPCNCECTTGVCCWOGPVQFGGOOFKCPCTGPFCFCKPFUVTKCFGEQPUVTWQEKXKN
#6CDGNCOQUVTCQUTGUWNVCFQURCTC Q/QFGNQ# #PNKUG FCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQUFCKPFUVTKCFGGNGVTKEKFCFGIUGIWC
Os resultados mostram que
a elasticidade-renda da demanda
por produtos industrializados estatisticamente VLJQLFDWLYDH
positiva, com valor no LQWHUYDOR>@
mostrando que os SURGXWRVGDLQG~VWULDGHFRQVWUXomRFLYLOVmRHPPpGLDEHQVQRUPDLVHQHFHVViULRV
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RDE - REVISTA DE DESENVOLVIMENTO ECONMICO Ano XIV N 26 Dezembro de 2012 Salvador, BA
Tabela 03 Resultado do Modelo A.2
Varivel %QGEKGPVG Erro padro Estatstica t P-valorconstante RKDAPCE WCA
( 2TQD (4w C LWU VCFQ
dw
#&( RKDAPCE
2XCNQT =#&( RKDAPCE?
#&(RKDAGNGVTKE
2XCNQT=#&(RKDAGNGVTKE?
Fonte: Os autores.
1XCNQTFCGUVCVUVKEC(GUWCUKIPKEPEKCOQUVTCOSWGGOEQPLWPVQQUEQGEKGPVGUFCUXCTKXGKUFQ/QFGNQ#UQGUVCVKUVKECOGPVGFKHGTGPVGUFG\GTQ14wCLWUVCFQOQUVTCSWGQOQFGNQHQKDGOCLWUVCFQ1XCNQTFQVGUVG&WTDKP9CVUQPdwOQUVTCSWGQOQFGNQPQRQUUWKCWVQEQTTGNCQPQUTGUFWQU1VGUVGFG&KEMG[(WNNGT#WOGPVCFQ#&(OQUVTCSWGCUTKGFCXCTKXGNpib_eletricGUVCEKQPTKCKUVQPQRQUUWKTCK\WPKVTKC
1UTGUWNVCFQUOQUVTCOSWGCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQUKPFWUVTKCNK\CFQUGUVCVKUVKECOGPVGUKIPKECVKXCGRQUKVKXCEQOXCNQTUWRGTKQTWPKFCFGOQUVTCPFQSWGQURTQFWVQUFCKPFUVTKCFGGNGVTKEKFCFGIUGIWCUQGOOFKCDGPUFGNWZQQWUWRTWQU1DUGTXCUGSWGWOCWOGPVQFGPCTGPFCPCEKQPCNCECTTGVCCWOGPVQFGGOOFKCPCTGPFCFCKPFUVTKCFGGNGVTKEKFCFGIUGIWC
#6CDGNCOQUVTCQUTGUWNVCFQURCTCQ/QFGNQ##PNKUGFCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQUFCKPFUVTKCGZVTCVKXCOKPGTCN
Tabela 04 Resultado do Modelo A.3
Varivel %QGEKGPVG Erro padro Estatstica t P-valorconstante RKDAPCE WCA ( 2TQD (4 w C LWU VCFQ
dw
#&( RKDAPCE
2XCNQT=#&(RKDAPCE?
#&(RKDAGZVOKP
2XCNQT=#&(RKDAGZVOKP?
#&( TGUFWQ
2XCNQT=#&(TGUFWQ?
Fonte: Os autores.
1XCNQTFCGUVCVUVKEC(GUWCUKIPKEPEKCOQUVTCOSWGGOEQPLWPVQQUEQGEKGPVGUFCUXCTKXGKUFQ/QFGNQ#UQGUVCVKUVKECOGPVGFKHGTGPVGUFG\GTQ14wCLWUVCFQOQUVTCSWGQOQFGNQHQKDGOCLWUVCFQ1XCNQTFQVGUVG&WTDKP9CVUQPdwOQUVTCSWGQOQFGNQPQRQU
UWK CWVQEQTTGNCQPQU TGUFWQU1VGUVGFG&KEMG[(WNNGT#WOGPVCFQ
#&(OQUVTCSWGCUTKGFCXCTKXGNpib_extminPQGUVCEKQPTKCKUVQRQUUWK TCK\WPKVTKC0QGPVCPVQ QVGUVGFGEQKPVGITCQOQUVTQWSWGQUTGUFWQUFQOQFGNQUQGUVCEKQPTKQU=#&(TGUFWQ?QSWGSWGTFK\GTSWGQOQFGNQRQFGUGTGUVKOCFQUGOPGPJWOVTCVCOGPVQGURGEKCNFCUXCTKXGKU
1U TGUWNVCFQUOQUVTCO SWG CGNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQU KPFWUVTKCNK\CFQUGUVCVKUVKECOGPVG UKIPKHKECVKXC G RQUKVKXCEQOXCNQTUWRGTKQT WPKFCFGOQUVTCPFQSWGQURTQFWVQUFC KPFUVTKC GZVTCVKXCOKPGTCN UQ GOOFKCDGPUFGNWZQQWUWRTWQU1DUGTXCUGSWGWOCWOGPVQFGPCTGPFCPCEKQPCNCECTTGVCCWOGPVQFGGOOFKCPCTGPFCFCKPFUVTKCGZVTCVKXCOKPGTCN
#6CDGNC OQUVTC QU TGUWNVCFQURCTCQ/QFGNQ##PNKUGFCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQUFC KPFUVTKCFG VTCPUHQTOCQ
Os resultados mostram que
a elasticidade-renda da demanda
por produtos industrializados estatisticamente
VLJQLFDWLYDHSRVLWLYDcom valor superior jXQLGDGHmostrando que os
SURGXWRVGDLQG~VWULDH[WUDWLYDPLQHUDOVmRHPPpGLDEHQVGHOX[RRXVXSpUXRV
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RDE - REVISTA DE DESENVOLVIMENTO ECONMICO Ano XIV N 26 Dezembro de 2012 Salvador, BA
Tabela 05 Resultado do Modelo A.4
Varivel %QGEKGPVG Erro padro Estatstica t P-valorconstante RKDAPCE WCA WCA ( 2TQD (4w C LWUVCFQ
dw
#&( RKDAPCE
2XCNQT =#&( RKDAPCE?
#&(RKDAVTCPUH
2XCNQT =#&( RKDAVTCPUH?
Fonte: Os autores.
1XCNQTFCGUVCVUVKEC(GUWCUKIPKEPEKCOQUVTCOSWGGOEQPLWPVQQUEQGEKGPVGUFCUXCTKXGKUFQ/QFGNQ#UQGUVCVKUVKECOGPVGFKHGTGPVGUFG\GTQ14wCLWUVCFQOQUVTCSWGQOQFGNQHQKDGOCLWUVCFQ1XCNQTFQVGUVG&WTDKP9CVUQPdwOQUVTCSWGQOQFGNQPQRQUUWKCWVQEQTTGNCQPQUTGUFWQU1VGUVGFG&KEMG[(WNNGT#WOGPVCFQ#&(OQUVTCSWGCUTKGFCXCTKXGNpib_transfGUVCEKQPTKCKUVQPQRQUUWKTCK\WPKVTKC
1UTGUWNVCFQUOQUVTCOSWGCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQUKPFWUVTKCNK\CFQUGUVCVKUVKECOGPVGUKIPKECVKXCGRQUKVKXCEQOXCNQTPQKPVGTXCNQ=?OQUVTCPFQSWGQURTQFWVQUFCKPFUVTKCFGVTCPUHQTOCQUQGOOFKCDGPUPQTOCKUGPGEGUUTKQU1DUGTXCUGSWGWOCWOGPVQFGPCTGPFCPCEKQPCNCECTTGVCCWOGPVQFGGOOFKCPCTGPFCFCKPFUVTKCFGVTCPUHQTOCQ
#6CDGNCOQUVTCQUTGUWNVCFQURCTCQ/QFGNQ$#PNKUGFCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTUGTXKQU
Tabela 06 Resultado do Modelo B
Varivel %QGEKGPVG Erro padro Estatstica t P-valorconstante RKDAPCE WDA ( 2TQD (4w CLWUVCFQ dw
#&(RKDAPCE
2XCNQT=#&(RKDAPCE?
#&( RKDAUGTX
2XCNQT=#&(RKDAUGTX?
Fonte: Os autores.
1XCNQTFCGUVCVUVKEC(GUWCUKIPKEPEKCOQUVTCOSWGGOEQPLWPVQQU EQGEKGPVGUFCUXCTKXGKUFQ/QFGNQ$ UQGUVCVKUVKECOGPVGFKHGTGPVGUFG\GTQ14wCLWUVCFQOQUVTCSWGQOQFGNQHQKDGOCLWUVCFQ1XCNQTFQVGUVG&WTDKP9CVUQPdwOQUVTCSWGQOQFGNQPQRQU
UWK CWVQEQTTGNCQPQU TGUFWQU1VGUVGFG&KEMG[(WNNGT#WOGPVCFQ
#&(OQUVTCSWGCUTKGFCXCTKXGNpib_serv GUVCEKQPTKC KUVQ PQRQUUWKTCK\WPKVTKC
1U TGUWNVCFQUOQUVTCO SWG CGNCUVKEKFCFGTGPFCFCFGOCPFCRQTUGTXKQUGUVCVKUVKECOGPVGUKIPKECVKXCGRQUKVKXCEQOXCNQTUWRGTKQTWPKFCFG OQUVTCPFQSWGQURTQFWVQUFGUGTXKQUUQGOOFKCDGPUFGNWZQQWUWRTWQU1DUGTXCUGSWGWOCWOGPVQFGPCTGPFCPCEKQPCN CECTTGVC CWOGPVQFG GOOFKC PC TGPFCFQ UGVQTFGUGTXKQU
#6CDGNCCRTGUGPVCQTGUWNVCFQdos efeitos da varivel pib_nac2+$PCEKQPCNUQDTGQU2+$UFCKPFUVTKCPQIGTCNGFCUKPFUVTKCUFGEQPUVTWQ EKXKN GNGVTKEKFCFG IU G IWCextrativa mineral e de transformaQ1XCNQTFGTGHGTPEKCcorrespondente ao efeito do pib_nac UQDTGQRTQFWVQFQUGVQTFGUGTXKQU&GUVCHQTOCUGQUXCNQTGUFGUVCVCDGNCHQTGOOCKQTGUGOOFWNQSWGQXCNQTFGTGHGTPEKCPQJFGUKPFWUVTKCNK\CQPCKPFUVTKCGOSWGUVQECUQEQPVTTKQJ
Os resultados mostram que a
elasticidade-renda da GHPDQGDSRUVHUYLoRV
estatisticamente VLJQLFDWLYDHSRVLWLYD
com valor superior jXQLGDGHmostrando que os
SURGXWRVGHVHUYLoRVVmRHPPpGLDEHQVGHOX[RRXVXSpUXRV
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RDE - REVISTA DE DESENVOLVIMENTO ECONMICO Ano XIV N 26 Dezembro de 2012 Salvador, BA
Tabela 07 Resultados da anlise da elasticidade-renda da de-manda
Referncia = Servios Elasticidade = 1,2237
6KRQFG+PFUVTKC Elasticidade %QPENWUQ
+PFUVTKCCITGICFC *FGUKPFWUVTKCNK\CQPCUKPFUVTKCUGOVGTOQUCITGICFQU
%QPUVTWQEKXKN *FGUKPFWUVTKCNK\CQ PC KPFUVTKC FGEQPUVTWQEKXKN
'NGVTKEKFCFGIUGIWC 0QJFGUKPFWUVTKCNK\CQPCKPFUVTKCFGGNGVTKEKFCFGIUGIWC
Extrativa mineral 0QJFGUKPFWUVTKCNK\CQPC KPFUVTKCGZVTCVKXCOKPGTCN
6TCPUHQTOCQ *FGUKPFWUVTKCNK\CQ PC KPFUVTKC FGVTCPUHQTOCQ
Fonte: Os autores.
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
%CDGNGODTCTSWG1TGKTQG(GKL
CHKTOCO SWG IGTCNOGPVGC GNCUVKEKFCFGTGPFC FC FGOCPFCRQT UGTXKQU OCKQT FQ SWG CGNCUVKEKFCFGTGPFCFCFGOCPFCRQTRTQFWVQUKPFWUVTKCNK\CFQUPQURCUGUFGUGPXQNXKFQU1$TCUKNCKPFCWORCU GOFGUGPXQNXKOGPVQOCUFGCNVC TGPFCCRQPVQFG UGT EQPUKFGTCFQWORCUGOGTIGPVG KUVQRQFGGZRNKECTQHCVQFGCNIWOCUKPFUVTKCUDTCUKNGKTCUVGTGOCRTGUGPVCFQFGUKPFWUVTKCNK\CQGOUWCGUVTWVWTCFGFGUGPXQNXKOGPVQ
5. Concluso'UVG VTCDCNJQQDLGVKXQWCPCNKUCT
Q RTQEGUUQFGFGUKPFWUVTKCNK\CQPQ $TCUKN CVTCXU FC CPNKUG FCGNCUVKEKFCFGTGPFCFCFGOCPFCWOCXG\SWG GNC EQPUKFGTCFCWOFQURTKPEKRCKUHCVQTGU KPVGTPQUGEQPQOKCFGWORCUSWGOQVKXCOGUVGCKPKEKCTVCNRTQEGUUQ
#CPNKUGFCGXQNWQFCGNCUVKEKFCFGTGPFCFCFGOCPFCOQUVTQWSWGCGUVTWVWTCFGFGUGPXQNXKOGPVQdas indstrias em geral e das indsVTKCUFG VTCPUHQTOCQRTQREKCFGUKPFWUVTKCNK\CQ CRTGUGPVCPFQGNCUVKEKFCFGTGPFCFCFGOCPFCGOOFKCOGPQTFQSWGCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTUGTXKQU1EQPVTTKQHQKQDUGTXCFQRCTCCUKPFUVTKCUFGEQPUVTWQEKXKNFGGNGVTKEKFCFGIUGIWCGGZVTCVKXCOKPGTCN#GUVTWVWTCFGFGUGPXQNXKOGPVQFGUUCUKPFUVTKCUOQUVTQWPQUGTRTQREKCFGUKPFWUVTKCNK\CQCRTGUGPVCPFQGNCUVKEKFCFGTGPFCFCFGOCPFCGOOFKCOCKQTFQSWGCGNCUVKEKFCFGTGPFCFCFGOCPFCRQTUGTXKQU
2QTQWVTQNCFQQUOQFGNQUGEQPQOVTKEQUOQUVTCTCOTGUWNVCFQUFKHGTGPVGUFQSWGCCPNKUGFCGXQNWQFCGNCUVKEKFCFGTGPFCFCFGOCPFCRCTCC KPFUVTKCFG EQPUVTWQ EKXKN1UTGUWNVCFQUFQUOQFGNQUOQUtraram SWGCGNCUVKEKFCFGTGPFCFCFGOCPFC
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
# KPFUVTKCFG EQPUVTWQ EKXKNQHGTGEGRTQFWVQUSWGUQGUUGPEKCKUOCUPQPGEGUUTKQUGOGZEGUUQ5WCGNCUVKEKFCFGTGPFC CRTGUGPVQWUGCDCKZQFCWPKFCFGQSWGUKIPKECSWGQURTQFWVQUFCKPFUVTKCFG EQPUVTWQ EKXKN UQ VKFQU EQOQDGPUPQTOCKUGPGEGUUTKQU
# KPFUVTKCFG GNGVTKEKFCFGIUG IWC CITGIC CU KPFUVTKCU SWGQHGTGEGORTQFWVQU HWPFCOGPVCKURCTCQJQOGOOQFGTPQRQT KUUQUWCGNCUVKEKFCFGTGPFCFCFGOCPFCCRTGUGPVQWUGCNVC1HCVQFGTGRTGUGPVCTDGPUFGNWZQQWUWRTWQURQFG UGT GZRNKECFQRGNQ HCVQFGSWGSWCPFQCTGPFCFQKPFKXFWQ
Tais ind~VWULDVHVWmRVHGHVLQGXVWULDOL]DQGR
3DUDDVLQG~VWULDVde eletricidade, gs e gua e extrativa
mineral a elasticidade-renda da demanda
por produtos dessas LQG~VWULDVpPDLRU
do que a essa elasticidade por
VHUYLoRV
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RDE - REVISTA DE DESENVOLVIMENTO ECONMICO Ano XIV N 26 Dezembro de 2012 Salvador, BA
CWOGPVCUWCPGEGUUKFCFGRQTWUCTOCKU GNGVTKEKFCFGOCKU IU GOCKUIWCPQCWOGPVCOWKVQ%QPVWFQRQT UGT WO DGO HWPFCOGPVCN CRTQEWTCRGNQURTQFWVQUFGUVG VKRQFG KPFUVTKCPQFGKZCOFGGZKUVKT0COGFKFC GOSWG QU KPFKXFWQUCWOGPVCOUWCTGPFCGODWUECFGOCKQTEQPHQTVQGNGUCWOGPVCOOCKUFQSWGRTQRQTEKQPCNOGPVGCRTQEWTCRQTVCKUDGPU
A indstria extrativa mineral agrega as indstrias relacionadas GZRNQTCQ G RTQEGUUCOGPVQ FGRGVTNGQGUGWUFGTKXCFQURQTKUUQUWCGNCUVKEKFCFGTGPFCFCFGOCPFCCRTGUGPVQWUGCNVC3WCPFQQU KPFKXFWQU VOWOCWOGPVQPCTGPFC UWCPGEGUUKFCFGFGWUWHTWKTFQURTQFWVQUFGUVCKPFUVTKCPQCWOGPVCOCUFGXKFQCQOCKQTEQPHQTVQUWCUFGOCPFCUCWOGPVCOOCKUSWGRTQRQTEKQPCNOGPVGCUWCTGPFC
, GTC GURGTCFQ SWG C CPNKUGFC KPFUVTKCFG VTCPUHQTOCQRQTagregar a maior parte dos tipos de KPFUVTKCUHQUUGUGOGNJCPVG CPNKUGFCKPFUVTKCCITGICFC0CKPFUVTKCFG VTCPUHQTOCQ GUVQ CITGICFCUCURTKPEKRCKU KPFUVTKCU SWG VTCPUformam as commoditiesQWRTQFWVQUDUKEQUGORTQFWVQUOCKUGNCDQTCFQU5WCGNCUVKEKFCFGTGPFCFCFGOCPFCOQUVTQWUGOGPQT SWG C WPKFCFG
QSWGUKIPKECSWGUGWURTQFWVQUUQDGPUPQTOCKUGPGEGUUTKQU
'OUWOCCGUVTWVWTCFGFGUGPXQNXKOGPVQFCU KPFUVTKCUDTCUKNGK
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$10'..+42'55#5# Desindus-trializao no Brasil: um resumo da
evidncia.()8OCTR6GZVQRCTC&KUEWUUQP
$7'014QFTKIQ&G.QUUQFC5KNXGKTCEconometria de sries temporais5Q2CWNQ%GPICIG.GCTPKPIR
'0&'459CNVGTApplied econome-tric times series ,QJP9KNG[5QPUR
('+, %# %#48#.*1 2)/#./'+ ,5)Ocorreu uma de-sindustrializao no Brasil?+PUVKVWVQFG'UVWFQU2CTCQ&GUGPXQNXKOGPVQ+PFWUVTKCN+'&+R
+2'## +PUVKVWVQ FG 2GUSWKUC'EQPOKEC#RNKECFCTaxa de cmbio para exportaes &KURQPXGN GOhttp://www.ipeadata.gov.br/ #EGUUQGOPQX
.6-'21*.*GNOWVNew introduc-tion to multiple times series analysis5RTKPIGTR
0#55+(#PFT* GXKFPEKCUFGFGUKPFWUVTKCNK\CQPQ$TCUKN!Brazilian Journal of Political EconomyXPRLCPOCT
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2#./# ,QU)CDTKGN3WCVTQ HQPVGUFG FGUKPFWUVTKCNK\CQ GWOPQXQEQPEGKVQFG FQGPCJQNCPFGUC +P%10('40%+#&' +0&7564+#.+