희년의 경제윤리 관점에서 본 남북한 경제협력

고영은(Young-Eun Ko) 영남신학대학교 2015 신학과 목회 Vol.43 No.-

In this thesis, the development of the inter-Korean relationship for the reunification and peaceful stability was approached in the economic point of view. On the assumption of the reunification, this study analyzed the theological position of the jubilee economy for the jubilee economy approach to enhance the economic exchanges and cooperation between the South and the North. For the analysis, this study looked into the understanding of Prof. Jeong-sun Noh who argued ‘jubilee economy’ and the theological arguments by John Howard Yoder, a member of the Mennonites, who argued economic sharing from the peaceful perspective, and Johan Galtung’s principles of peace. Under the theological premise, to investigate the feasibility of the ‘jubilee economy’ for the reunification and peace in the Korean peninsula, this researcher examined the possibilities of the jubilee economy in three aspects. The first one was to analyze the economic structure of the North and the feasibility of the jubilee economy. The North Korean economy has quickly deteriorated in the late 1990s, and since then the market economy has been spread in the North on a full scale. On one hand, the spread of the market economy threats the planned economy of the North, and on the other hand it features systematic supplementation. It means that the North advocates the planned economy as a socialist economy system in order to keep its regime, and at the same time adopts the market economy. In other words, the North has dual-economy structure. Such a fact is a definite key to increasing the possibility and necessity of inter-Korean economic cooperation in the dimension of jubilee economy. The second one was to analyze the North Korean economy system and the benefits and cost of the reunification. Such an analysis was required to understand the economic value and necessity of the ‘jubilee economy’ for the reunification. The necessity of the jubilee economy was found through the analysis of the benefits and cost of the reunification in the economic point of view. In terms of benefits, the jubilee economy can help improve the social and economic values of the reunification before the two Koreas are reunified, increase the peace and stability in the Korean peninsula, and prevent and save the cost of reunification after the South and the North are reunified. The third one was to analyze the utility possibility of the jubilee economy through the case of Gaeseong Industrial Complex.

북한경제의 달러화와 김정일 '궁정경제'

김광진 ( Kwang Jin Kim ) 연세대학교 통일연구원 2007 통일연구 Vol.11 No.2

Dollarization and dependence on hard currency for Kim Jong Il, north korean economy and the people is more than serious now. The world already experienced Kim Jong Il`s ``pertinacity`` to getting back frozen 25million dollars at BDA, Macau., even not hesitating to show up with failed atomic bomb test. With a new government in South Korea, the south-north relationship is passing through temporary adjustment period and hundreds of thousands of food aid is stopped for a few months, but the rumor is at rampant that a massive starvation is about to break out in North Korea. This is only a case showing North Korea`s dependence on outside. It makes quite anxious to know how the present economic situation and rehabilitation ability is for them and why they can not survive even several months without outside help. For correct diagnosis of this, it`s needed to look into economic structure, foreign dependence and serious dollarization. The main focus of discussion here is on dollarization. There are 2 kinds in dollarization of economy; one is by government`s active involvement through foreign exchange, monetary and foreign economic policy and the other is natural process by market itself as a result of economic downfall, steep devaluation of national currency, increased outside dependence and expanding black market economy. The situation in Peru in mid 90`s is for former case. As for North Korea, it was propelled by ``Royal Court Economy`` which was set up and expanded by Kim Jong Il and this case is not exactly by government policy. The devastated people`s economy run by cabinet, its increased outside dependence, deepening reliance of formal economy and citizens on market by its expansion, rapidly growing 2nd economy and steep fall of ``WON`` is another reason. Kim Jong Il himself and market affected both in a mixed way. Independence of munitions industry in 1972 from cabinet by setting up ``Committee of Economy No. 2`` and growing up economic sector at party with a start of ``Bureau 39`` in 1974 formed up ``Royal Court Economy`` which is military-industrial complex. It became the direct source of Kim Jong Il`s ruling finance and began to serve solely for munitions industry and system`s safeguard. Structured mainly for foreign trade and hard currency earning, it has eaten out people`s economy, becoming a group or conglomerate and now occupy 40-60% of the total national economy. Its expansion and running by Dollar kicked up more serious dollarization of economy. Now almost all the nation`s hard currency income is made and overtaken by this economic sector. Its current asset is 248 times more than people`s economy. This is the main obstacle to rehabilitation of people`s economy. The economic sector run by cabinet extracted to 45% scale in late 90`s, the peak of hardship, as compared with the level of late 80`s when steep fall began. This brought increased outside dependence, growing market and exploding 2nd economy. For survival, citizens were forced into the market rather than relying on state distribution. At the same time, value of ``WON`` fell 20 times for 5-6 years since it was devalued to market level in 2002 which was called ``7.1 measure.`` All these accelerated objection of national currency, increased possession of dollar and black market transactions which makes dollarization extreme. Now it is not too much to say that north korean economy is ``dollar economy,`` or ``hard currency economy``. Inflow of outside assistance and dollar at present economic structure means direct inflow into Royal Court Economy,`` the military-industrial complex. The rehabilitation of north korean economy is only possible when people`s economy, the key industries revive. At the moment, the monopoly of hard currency by ``Royal Court Economy`` and its priority in resource distribution blocks this way. This is the main reason why North Korea can not stand on itself even though a vast amount of aid was input into the state for past 10 years. Of course, food, fertilizer and heavy oil aid for consuming purpose might be another reason but this is only an excuse. Some say that on a condition one can not change the present system from outside, it can be a pretty smart way to make use of ``Royal Court Economy`` sector as motivating force in changing North Korea by letting them taste market economy, which has freer access to outside world. It is sure that the employees in this sector has better ability and skill, and in future they will play the major role in leading change, for they have more frequent contact with outside, better information and understanding of market mechanism. This imposes us another difficult task of choosing how to look at ``Royal Court Economy`` and how to handle them.

북한경제의 달러화의 김정일 '궁정경제'

김광진 연세대학교 통일연구원 2007 통일연구 Vol.11 No.2

Dollarization and dependence on hard currency for Kim Jong Il, north korean economy and the people is more than serious now. The world already experienced Kim Jong Il's 'pertinacity' to getting back frozen 25mi11ion dollars at BDA, Macau., even not hesitating to show up with failed atomic bomb test. With a new government in South Korea, the south-north relationship is passing through temporary adjustment period and hundreds of thousands of food aid is stopped for a few months, but the rumor is at rampant that a massive starvation is about to break out in North Korea. This is only a case showing North Korea's dependence on outside, It makes quite anxious to know how the present economic situation and rehabilitation ability is for them and why they can not survive even several months without outside help. For correct diagnosis of this, it's needed to look into economic structure, foreign dependence and serious dollarization. The main focus of discussion here is on dollarization. There are 2 kinds in dollarization of economy; one is by government's active involvement through foreign exchange, monetary and foreign economic policy and the other is natural process by market itself as a result of economic downfall, steep devaluation of national currency, increased outside dependence and expanding black market economy. The situation in Peru in mid 90's is for former case. As for North Korea, it was propelled by 'Royal Court Economy' which was set up and expanded by Kim Jong Il and this case is not exactly by government policy. The devastated people's economy run by cabinet, its increased outside dependence, deepening reliance of formal economy and citizens on market by its expansion, rapidly growing 2nd economy and steep fall of 'WON' is another reason. Kim Jong Il himself and market affected both in a mixed way. Independence of munitions industry in 1972 from cabinet by setting up 'Committee of Economy No. 2' and growing up economic sector at party with a start of 'Bureau 39' in 1974 formed up 'Royal Court Economy' which is military-industrial complex. It became the direct source of Kim Jong Il's ruling finance and began to serve solely for munitions industry and system's safeguard. Structured mainly for foreign trade and hard currency earning, it has eaten out people's economy, becoming a group or conglomerate and now occupy 40~60% of the total national economy. Its expansion and running by Dollar kicked up more serious dollarization of economy. Now almost all the nation's hard currency income is made and overtaken by this economic sector. Its current asset is 248 times more than people's economy. This is the main obstacle to rehabilitation of people's economy. The economic sector run by cabinet extracted to 45% scale in late 90's, the peak of hardship, as compared with the level of late 80's when steep fall began. This brought increased outside dependence, growing market and exploding 2nd economy. For survival, citizens were forced into the market rather than relying on state distribution. At the same time, value of 'WON' fell 20 times for 5-6 years since it was devalued to market level in 2002 which was called 7.1 measure.' All these accelerated objection of national currency, increased possession of dollar and black market transactions which makes dollarization extreme. Now it is not too much to say that north korean economy is 'dollar economy,' or 'hard currency economy'. Inflow of outside assistance and dollar at present economic structure means direct inflow into 'Royal Court Economy,' the military-industrial complex. The rehabilitation of north korean economy is only possible when people's economy, the key industries revive. At the moment, the monopoly of hard currency by 'Royal Court Economy' and its priority in resource distribution blocks this way. This is the main reason why North Korea can not stand on itself even though a vast amount of aid was input into the state for past 10 years. Of course, food, fertilizer and heavy oil aid for consuming purpose might be another reason but this is only an excuse. Some say that on a condition one can not change the present system from outside, it can be a pretty smart way to make use of 'Royal Court Economy' sector as motivating force in changing North Korea by letting them taste market economy, which has freer access to outside world. It is sure that the employees in this sector has better ability and skill, and in future they will play the major role in leading change, for they have more frequent contact with outside, better information and understanding of market mechanism. This imposes us another difficult task of choosing how to look at 'Royal Court Economy' and how to handle them.

남북경협이 북한경제에 미치는 영향

정은찬(Jeong, Eunchan) 통일과 북한법학회(구 북한법연구회) 2019 북한법연구 Vol.22 No.-

남북경제협력은 1988년 7월 7일 ‘민족자존과 통일번영을 위한 특별선언’(7.7선언)이 채택된 이후 경제외적 환경에 의한 제약에도 불구하고 꾸준히 발전하여 왔다. 우리 정부는 대북 식량차관과 비료지원을 중심으로 한 인도적 지원으로부터 시작하여, 금강산과 개성공단 같은 대북경제투자를 동반한 상업적 교역(일반교역·위탁가공무역) 등의 방법으로 북한과의 경제협력을 주도해왔다. 그러나 남북경제협력의 실효성을 둘러싼 논란은 지속되고 있다. 본 논문은 이러한 문제해결에 실증분석결과로 답할 수 있는 전제를 마련하고, 특히 북한과의 경제협력에서 어떤 산업부문을 특화시켜야 할지에 대한 해답을 찾는데 연구의 중점을 두었다. 본 연구에서는 사회계정행렬(Social Accounting Matrix, 이하 SAM) 승수분석을 활용하였다. SAM은 경제 전반의 회계계정을 행렬의 형태로 표현한 도구로, 산업부문으로부터 가계, 정부, 투자 및 해외부문 등을 연결하는 균형상태를 나타낸다. 분석절차는 다음과 같다. 첫째, 북한의 산업연관표를 추정하였다. 둘째, 추정된 북한의 산업연관표를 이용, 북한의 SAM을 구축했다. 북한의 SAM은 2007년에 연구된 선행연구 자료가 있으나, 변화한 북한경제 변화상황을 반영하여 2012년 북한의 SAM으로 새롭게 추정하였다. 셋째, 2012년 북한의 SAM을 활용하여 남북경제협력이 북한경제에 미치는 경제적 파급효과를 분석했다. 분석결과 투입금액이 4.3억 달러로 가장 큰 중공업 부문이 약 10.2억 달러의 효과가 나타나는 것으로 분석되었으며, 4억 달러가 투입된 경공업 부문이 약 8.1억 달러의 효과가 나타나는 것으로 분석되어 투입금액 대비 효과는 경공업(2.0)에 비해 중공업(2.4)이 큰 것으로 나타났다. 농림수산업과 광업은 각각 약 3.1억 달러와 2.2억 달러의 효과가 나타나는 것으로 분석되었다. 금액대비효과를 보면 농림수산업은 투입금액 대비 9.8배의 효과가, 광업은 6.1배의 효과가 나타나는 것으로 분석되어 농림수산업과 광업의 경제협력 대비 효과는 경공업과 중공업 보다 큰 것으로 나타났다. 또한 남북경제협력 실시에 따른 총 생산유발효과가 약 23억 달러가 되는 것으로 분석되었다. The inter-Korean economic cooperation has developed steadily in spite of the constraints of the non-economic environment since the July 7, 1988 Special Declaration on Residents and Prosperity for Reunification. Starting with humanitarian aid centered on food loans and fertilizer aid, the Korean government will begin economic cooperation with North Korea through commercial trade (general trade and entrusted processing trade) accompanied by economic investment to North Korea such as Mt. Has led. However, controversy continues over the effectiveness of inter-Korean economic cooperation. This paper focuses on research to find the answer to which industry sector should be specialized in economic cooperation with North Korea. In this study, the social accounting matrix (SAM) multiplier analysis was used. SAM is a tool that expresses the accounting accounts of the economy in matrix form and shows the balance between the industrial sector, household, government, investment and foreign sector. First, we estimated North Korea s industrial relations table. Second, North Korea s social accounting matrix was constructed using the estimated North Korean industrial relations table. North Korea s SAM had previous research data in 2007, but it was newly estimated as North Korea s SAM in 2012 to reflect the changing situation of the North Korean economy. Third, the economic ripple effect of inter-Korean economic cooperation on the North Korean economy was analyzed using the North Korean SAM in 2012. The analysis shows that the heavy industry sector has an effect of about $ 110 million with an input of $ 400 million, and the light industry sector with an investment of $ 400 million has an effect of about $ 800 million. The agriculture, forestry and fisheries industry and the mining industry were analyzed to be about $ 310 million and $ 220 million, respectively. The effect on the value of the agriculture, forestry and fisheries was 9.8 times that of the input, and the mining, 6.1 times. The effect of economic cooperation between agriculture, forestry and fisheries and mining was greater than that of the light and heavy industries. It was also analyzed that the total production induction effect of the inter-Korean economic cooperation would be about $ 2.3 billion.

The North Korean Economy : Current Situation, Crisis, and Possible Scenarios

Kim, Seok Hyang Institute for International Trade and Cooperation 2006 Asian International Studies Review Vol.7 No.1

For more than a half century, the international community largely ignored North Korea. Since 1990, however, the situation has changed dramatically and North Korea has begun to attract increasing international attention. Throughout the 1990s, scenarios of a North Korean collapse were in vogue. Yet, these estimations were proved to be wrong. It is now widely accepted that North Korea is relatively stable in the sense that it seems to have little trouble keeping its political system intact and functioning. By now, the most striking aspect of the North Korean political system is its extraordinary resilience. Why then has the North not yet collapsed, despite the chronic shortages of food, energy, and foreign currency? In this paper, I would like to raise two main questions. The first question is : "How serious are the difficulties of the North Korean economy?" And the second is "What actions has the North Korean regime taken to resolve these difficulties and how effective those actions have been?" The North Korean regime has been striving to readjust and improve its economic structure since the 1970s. The regime has sought foreign capital and technology. However, the regime has been attempting to reformulate its economic structure within the strict framework of the existing political system whose survival was its paramount concern, and therefore it has failed to link the domestic economy with the world economy. What the regime has been doing is, on the one hand, to map out policy measures designed to open up its doors, while on the other hand escalating its ideological and political campaigns to prevent the people from being "contaminated" by a capitalist culture which it anticipated would develop as a result of such measures. It is no wonder that, under these conditions, all attempts at reforming met with only limited success at best. The North Korean regime, however, has negotiated with its people the expansion of its second economy, despite its reluctance to do so. In fact, the regime explicitly defined farmers' markets as remnants of "backward" capitalism which would become extinct as socialism reached a higher stage of development. It is expected that the ruling hierarchy in North Korea will be able to survive for a considerable period of time, despite the threatening economic crisis. So far in North Korea, the need to safeguard the existing political regime has been given far greater priority than the need to bring about reform. However, the North Korean regime, if it intends to survive, will be compelled to carry out full-scale reforms sooner or later.

문재인 정부 대북정책의 성공 조건과 전망

박영민 ( Park Young Min ) 한국접경지역통일학회 2017 접경지역통일연구 Vol.1 No.2

문재인 정부는 대북정책의 목표를 ‘평화와 번영의 한반도’로 설정하고 있다. 그런데 당면한 북한 핵문제는 대북정책을 추진하는 중대한 장애로 작용하고 있다. 문제인 정부는 이러한 조건에서 대북정책을 실현을 위해 국제사회와 협력(국제주의), 남북관계개선(개입주의)의 양축을 동시에 강조하고 있다. 문재인 정부의 핵심적 대북정책은 ‘북핵문제의 평화적 해결 및 평화체제 구축’과 ‘한반도 신경제지도 구상’이다. 특히 ‘한반도 신경제지도 구상’은 ‘3대 경제 평화벨트’와 ‘시장협력’이라는 실질적 정책방향을 설정하고 있다. ‘3대 경제·평화벨트’는 환동해, 환황해, 그리고 접경지역권의 개발을 통해 한반도의 균형적인 발전을 도모하고, 동시에 중국 러시아 등 북방경제권과 연계를 모색해 나가겠다는 것이다. ‘하나의 시장’은 북한의 시장화 추세를 고려한 가운데, 남북한 간 상품 및 생산요소의 자유로운 이동을 촉진시켜 궁극적으로 남북한의 시장통합을 목표로 하고 있다. 그런데 문재인 정부의 대북정책의 성을 위해서는 다음과 같은 사항에 대해 검토가 요구된다. 첫째, ‘하나의 시장’을 추진하기 위해서는 북한의 통제된 시장이 한국의 개방적·자유주의적 시장과 어떻게 결합될 수 있는 등에 대한 검토가 요구된다. 둘째, ‘한반도 평화체제’와 관련해서는 북핵 문제의 전개 방향에 따른 대응 전략이 마련되어야 한다. 북핵의 전개는 ‘핵·미사일 개발의 지속’, ‘보류(또는 중단)’, ‘폐기’의 중 하나로 수렴될 것이다. 따라서 북핵의 전개 양태와 조건을 고려한 세부전략의 마련이 요구된다. The Moon Jae-in administration of South Korea has set the goal of the North Korea policy as “Building a Peaceful, Prosperous Korean Peninsula”. However, the present North Korean nuclear issue has been a serious obstacle to the successful implementation of its North Korea Policy. Under the circumstances, the Moon administration is emphasizing both the close cooperation with the international community(internationalism) and the improvement in inter-Korean relations(interventionism) to realize its North Korea policy. The key points of the government’s North Korea policy are “the peaceful resolution of the North Korean nuclear issue and the establishment of a peace regime on the Korean peninsula” and “building the New Korean Peninsula Economic Map”. In particular, the “New Korean Peninsula Economic Map” sets two practical policy directions: “Three Great Economy-Peace Belts” and “Market Cooperation”. The “Three Great Economy-Peace Belts” aims to promote the balanced development of the Korean Peninsula by developing the East-Sea Rim region, the Pan- Yellow Sea region, and the border region, while seeking connections with the northern economic bloc including China and Russia. The “One Market” aims to encourage the free movement of products and production factors between North and South Korea, ultimately pursuing market integration between the North and the South, in consideration of the marketization trends emerging in North Korea. For the success of Moon’s North Korea policy, however, the following matters need to be reviewed. First, to successfully implement the “One Market,” it is necessary to examine how the controlled market of North Korea can be combined with the open, liberalistic market of South Korea. Second, in relation to “a peace regime on the Korean peninsula,” the counter-strategy to respond to the future direction of the North Korean nuclear issue should be established. The future direction of the North Korean nuclear issue will become one of the “persistence of the nuclear and missile development,” the “suspension(or discontinuance),” or the “disposal”. Therefore, it is required to come up with a detailed strategy considering the development aspect and conditions of the North Korean nuclear issue.

2017년 북한의 시장경제 규모 추정에 관한 연구: 비중과 함의를 중심으로

남성욱 사단법인 한국평화연구학회 2019 평화학연구 Vol.20 No.3

Estimating the size of the market economy in North Korea in 2017 is meaningful in understanding the changes and evolution of the North Korean economy. In particular, understanding the form and proportion of informal transactions in North Korea's economy in 2017, when the UN sanctions are in full swing, is also linked to verifying the effectiveness of sanctions. As a result, in 2017, North Korea's market economy amounted to $ 79.9 billion, which account for 21.9% of the GNI(GNI: $ 32.4 billion). The implications are derived through comparative analysis with the 1998 market economy estimated in the same way. In 1998, North Korea's market economy totaled $ 34.2 billion, accounting for 27.1% of the GNI $ 12.6 billion in 1998. In short, compared to 20 years ago, North Korea's share of the market economy fell from 27.1% to 21.9%. In 1997, the growth rate was negative 6.5%, and in 1998, it was the worst time that the death occurred because the North Korean economy failed to solve the problem of eating for four consecutive years. North Korea's public distribution system collapsed, reaching a peak of 27.1%, as the proportion of people supplying goods through the market reached its highest. In 2017, however, although the North Korean economy recorded an economic growth rate of -3.5% due to UN sanctions on North Korea, the proportion of the market economy has declined, the planned economy overwhelmed the market economy sector compared with 20 years ago. Although the market economy partially solves the shortage of consumer goods, the planned economic mechanism still well operates and manage the North Korean economy. 2017년 북한의 시장경제 규모를 추정하는 것은 북한 경제의 변화와 진화를 파악하는데 의미가 있다. 특히 유엔의 대북제재가 본격화하는 2017년 북한 경제의 비공식 거래의 형태와 비중을 파악하는 것은 대북제재의 효과를 검증하는 작업과도 연계되어 있다. 추정 결과 2017년 북한의 시장경제 규모는 70.9억 달러로 북한 명목국민 총 소득(GNI; 324억 달러)의 21.9%에 해당한다. 동일한 방법으로 2000년에 추정한 1998년 시장경제와 비교 분석을 통해 함의를 도출한다. 1998년 북한의 시장경제 규모는 총 34.2억 달러로 1998년 북한 명목 국민총소득(GNI) 126억 달러의 27.1%를 차지하였다. 요컨대 20년 전과 비교하여 북한의 시장경제 비중이 27.1%에서 21.9%로 하락하였다. 1997년은 마이너스 6.5%의 성장률을 기록하였고 1998년은 북한 경제가 4년 연속 흉작으로 먹는 문제를 해결하지 못하여 아사자가 발생하여 마이너스 1.1%의 성장률을 보인 어려운 시기였다. 북한의 공공배급경제(Public Distribution System)가 붕괴되어 인민들이 시장을 통하여 물자를 조달하던 비중이 최고조에 달하였기 때문에 27.1%에 육박하였다. 하지만 2017년은 북한 경제가 유엔 대북 제재로 인하여 마이너스 3.5%의 경제성장률을 기록하기는 했지만 20년 전과 비교하여 계획경제가 안정을 유지함에 따라 시장경제의 비중은 낮아졌다. 시장경제가 인민들의 소비재 부족현상을 부분적으로 해결하고 있지만 여전히 계획경제 기제가 북한 경제를 지탱하고 있다.

환율변화에 따른 북한경제 파급효과

정은찬,김재현 평화문제연구소 2020 統一問題硏究 Vol.32 No.1

This study analyzed the effects of exchange rate changes on the North Korean economy. Since North Korea's currency reform in 2009, the value of the North Korean won has deteriorated, and foreign exchange has been used as a major payment method. Therefore, when the exchange rate changes, the value of the currency traded in North Korea will change. In consideration of this special environment in North Korea, an analysis was conducted on how exogenous exchange rate changes affect the North Korean economy. The analysis model used the CGE model reflecting North Korea's dual economic structure. As a result of the analysis, when the foreign exchange rate used for trade fell 10%, the trade balance deteriorated 2.1% and real GDP decreased about 0.06%. This is interpreted as an effect of deteriorating trade conditions. When the exchange rate of foreign currency, which is used only as a currency in North Korea, fell 10%, real GDP rose 0.8% and the demand for investment in the informal sector increased 18.9%. The increase in foreign exchange supply used as a means of trading in North Korea led to investment. Therefore, the expansion of the supply of dollars in North Korea is expected to have a positive impact on the North Korean economy. Therefore, it is expected that if South Korea implements policy support to stabilize the currency of North Korea, it will be expected to have a positive ripple effect on North Korea's economy. 본 연구는 환율 변화가 북한 경제에 미치는 영향을 분석한 연구이다. 북한은 2009년 화폐개혁 이후 북한 원화의 가치가 저하되어 외환이 주요 지불수단으로 활용되고 있다. 따라서 환율 변화 시 북한 내 거래되는 통화의 가치가 변화하게 된다. 이러한 북한의 특수한 환경을 고려하여 외생적 환율 변화가 북한 경제에 어떠한 영향을 미치는지에 대해 분석을 실시했다. 분석모형은 북한의 이중 경제구조가 반영된 CGE 모형을 활용했다. 분석 결과 교역에 사용되는 외화 환율이 10% 하락하면 무역수지가 2.1% 악화되고 실질 GDP는 약 0.06% 감소했다. 이는 교역조건 악화에 따른 효과로 풀이된다. 북한 내에서 통화로 사용되기만 하는 외화의 환율이 10% 하락하면 실질 GDP가 0.8% 상승하고, 비공식부문의 투자 수요가 18.9% 증가했다. 북한 내 거래수단으로 사용되는 외환 공급 증가가 투자재 수요로 이어진 것이다. 따라서 북한 내 달러화 공급 확대는 북한 경제에 긍정적 영향을 미칠 것으로 보이며, 북한 통화의 신뢰성이 높아져 통화 가치가 상승해도 유사하게 긍정적인 결과가 나타날 것으로 예상된다. 따라서 남북교류 활성화 시 남한이 북한의 통화안정화를 위한 정책 지원을 실시하면 북한 경제에 긍정적 파급효과가 나타날 것으로 예상되며, 북한의 충분한 외환 보유를 위한 정책 지원도 필요할 것으로 판단된다.

북한이탈주민 면접조사를 통해 본 평양시민의 가처분소득과 소비행태: 종합시장 경제활동을 중심으로

채수란 건국대학교 인문학연구원 2019 통일인문학 Vol.77 No.-

In order to understand the working principles and actual conditions of the North Korean economy, it is necessary to understand the income and consumption of the people in the general market. The purpose of this study is to estimate the disposable income by conducting in - depth interviews with citizens living in North Korea 's capital Pyongyang and compare the consumption patterns according to the income level to understand the marketization trend in the general market of North Korea . In addition, I examined the micro-economy of North Korea's market economy by illuminating the micro-life scene in which the actual people live and understood the reality of the hybrid economy in which North Korea's socialist plan and market coexist. As a result, the majority of Pyongyang citizens earn income and spend through economic activities centered on comprehensive markets. This marketization has been increasing recently. The socialist planned economy and the capitalist market economy are mixed in the North Korean economy, but the market economy is meaningful because it is spontaneously expanded by the needs of the people, overwhelming the socialist planned economy. 북한경제의 작동원리와 실태를 이해하기 위해서는 종합시장에서 이루어지는 주민들의 소득과 소비를 파악해야 한다. 본 연구의 목적은 평양에 살았던 북한이탈주민과 현 평양시민을 대상으로 심층면접을 실시해 가처분소득(disposable income)을 추정하고 소득 수준에 따른 소비행태를 비교해 북한의종합시장에서 진행되는 시장화 추세를 파악하는 것이다. 더 나아가 실제인민들이 살아가는 미시적인 삶의 현장을 조명해 북한의 시장경제라는 거시경제를 입체적으로 조망하여 북한의 사회주의 계획과 시장이 병행하는 혼합경제(hybrid economy)의 실상을 파악하였다. 그 결과 평양시민의 대부분은시장중심의 경제활동을 통해 소득을 얻고 소비를 하고 있으며 중산층은한 달 300달러의 벌이를 목표로 시장에서 상행위를 하면서 전투적으로 살아가고 있었다. 또 평양시민의 모든 계층은 식비에 가장 많은 소비를 하고있어 엥겔지수가 높았다. 2015년 이후 시장의 개수는 더 늘어나고 있어 시장화 추세는 최근 더 뚜렷해지고 있다. 사회주의 계획경제와 자본주의 시장경제는 북한경제에 혼재되어 있으나 시장경제는 인민의 필요에 의해 자생적으로 확대되어 사회주의계획경제를 압도하고 있다는 점에서 의미가 크다.

경제특구 활성화를 통한 남북한 경제협력 체제의 구축

강정모,박원규 한국비교경제학회 2004 비교경제연구 Vol.11 No.2

북한은 경제 활성화를 도모하기 위하여 시장기능을 부분적으로 수용하는 경제관리 개선조치와 병행하여 신의주 경제특구, 개성공단 경제특구, 금강산 관광특구 등을 설치하여 경제특구의 활용이 자신의 최우선적 정책적 선택이라는 것을 알리고 있으므로 남북한 경제협력의 활성화를 유도할 수 있는 것이 바로 경제특구의 활용이다. 본 논문은 경제특구의 이점, 경제특구의 의미, 경제특구의 활성화를 위한 유의사항을 경제이론에 입각하여 설명하고 북한의 경제특구의 활성화가 북한 경제의 회생과 남북간 긴밀한 협력관계의 성립을 위해 최선의 선택이며 최우선 순위를 갖는 선택이라는 것을 강조한다. 북한은 경제특구 활성화에 있어서 한국 정부가 관여하는 것에 대해 상당한 거부감을 갖고 있는 것으로 보이나 한국 정부의 적극적인 지원 없이는 북한경제특구의 활성화를 통해 남북한 간의 폭넓은 경제협력 체제를 확립하는 것이 한계를 갖는다는 점에서 북한의 이러한 태도에는 현화가 요구된다. 한국 정부도 남북한 경제협력 체제구축을 위한 선택과 집중적 정책선택이 바로 북한경제특구의 활성화 정책이라는 점을 인식하여야 한다. North Korea's newly declared economic policy(2002) showed one step further movement toward market-oriented approach in managing North Korean Economy. But it has limitation of its own in that prices are controlled by central authority. This limitation shows North Korea's concerns on and also may be its fear in that freely determined price may ruin their economy and its political regime. Abrupt change to market economy may not be the best choice for North Korea. So 'gradualism' sets in. Given the gradual approach which North Korea seems to have had set already as its choice, we assert that using 'special economic zone' approach has the first priority in establishing robust South/North economic cooperation system and also vitalizing North Korean Economy. This approach is not something new. China has been adopting this economic policy and has been experiencing very affirmative results. Also many other countries such as Ireland is enjoying fruits of 'special economic zone'. We emphasized positive aspects that successful 'special economic zone' can give for both North and South Economies. But establishing well functioning 'special economic zone' and getting its positive spillover effects is not something that only one side of two Koreas can solely achieve. Thus we assert that North and South Koreas should focus their attention on developing successful 'special economic zone' in North Korea. We emphasize strong cooperation between South and North governments focusing on development of 'special economic zone' in North Korea would be critical ingredient for the vitalization of North Korean Economy and revitalizing South Korean Economy.