Yasemin KORKUT, Sema YAVUZ, Feyyaz ZEREN

ULUSLARARASI TİCARET VE LOJİSTİK ARASINDAKİ İLİŞKİNİN İNCELENMESİ: G20 ÜLKELERİ ÖRNEĞİ

Uluslararası ticaret ve lojistik arasındaki bağlantı, ticarete konu malların hızlı ve güvenilir bir şekilde taşınması ve depolanması ihtiyacından doğmaktadır. Lojistik faaliyetlerinin uluslararası ticaret işlemlerini kolaylaştırması ve uluslararası ticaretin de lojistik ekonomisini ve faaliyetlerini güçlendirmeye yardımcı olması sebebiyle bu iki sektör arasında karşılıklı bir ilişkiden söz edilebilir. Bu çalışma sektörler arasındaki ilişkinin belirlenmesi ve hangi sektörün gelişiminin diğerinin gelişimine neden olduğunun farklı değişkenler baz alınarak belirlenmesi üzerine tasarlanmıştır. Bu bağlamda yapılan panel eşbütünleşme ve panel nedensellik analizleri ile çalışmanın lojistik yönü olan ülkelerin karayolları, demiryolları, havayolları ve denizyollarına yaptıkları altyapı harcamaları ve yine bu ülkelerin uluslararası ticaretini temsilen kullanılan cari işlemler dengesi verileri ile karşılaştırılmıştır. Elde edilen sonuçlara göre cari işlemler dengesi ve tüm altyapı harcamalarının uzun dönemde birlikte hareket ettiği belirlenmiştir. Öte yandan demiryolu altyapı harcamaları ile cari işlemler dengesi arasında çift yönlü bir nedensellik ilişkisi tespit edilmiş ve cari işlemler dengesinden karayolu altyapı harcamalarına doğru ise tek yönlü bir nedensellik söz konusudur.

Anahtar Kelimeler:

Uluslararası Ticaret, Lojistik, Cari İşlemler Dengesi, Panel Eşbütünleşme, , Panel Nedensellik

THE INVESTIGATION OF RELATIONSHIP BETWEEN INTERNATIONAL TRADE AND LOGISTICS: AN EXAMPLE OF G20 COUNTRIES

The connection between international trade and logistics arises from the need to move and store merchandise quickly and reliably. It is possible to talk about a mutual relationship between these two sectors as logistics activities facilitate international trade transactions and international trade forces to strengthen logistics economy and activities. In this paper, it is designed to determine the nexus between sectors and to determine which sector's development caused the development of the other based on different variables. In this context, the panel cointegration and panel causality analyzes were compared with the infrastructure expenditures of the countries with logistic aspect of the study on the highways, railways, airlines and seaways and the current account balance data used to represent the international trade of these countries. According to the results obtained, it is determined that the current account balance and all infrastructure expenditures are cointegrated in the long run. On the other hand, there is a two-way relationship between rail infrastructure expenditures and the current account balance, and there is a one-way causality from the current account balance to the highway expenditure.

Keywords:

International Trade, Logistics, Current Account Balance, Panel Cointegration, Panel Causality,

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