Hostname: page-component-cd9895bd7-dk4vv Total loading time: 0 Render date: 2024-12-27T08:18:51.879Z Has data issue: false hasContentIssue false
  • English
  • Français

From pioneering mercantile state to ordinary fiscal state: Portugal 16th-19th centuries*

Published online by Cambridge University Press:  13 January 2010

Maria Eugénia Mata
Maria Eugénia Mata
Affiliation:
Universidade Nova de Lisboa
Get access Rights & Permissions [Opens in a new window]

Abstract

Portugal, a poor and small kingdom, became a pioneering mercantile state thanks to its Discoveries. When did Portugal establish its fiscal institutions as a world power? Was such a powerful maritime nation, capable of spearheading a permanent link between Europe and India, able to establish modern fiscal institutions strong enough to guarantee a stable State budget? The objetive for this paper is to show that the country's fiscal and imperial past prevented Portuguese civil society from establishing efficient fiscal institutions and generating a social consent for increasing tax collection.

Resumen

Portugal, un reino pobre y pequeño, llegó a ser un Estado Mercantil pionero gracias a sus descubrimientos. ¿Cuándo estableció sus instituciones fiscales como potencia mundial? ¿Una potencia marítima capaz de ser punta de lanza de la conexión permanente entre Europa y la India fue capaz de establecer unas instituciones fiscales modernas que garantizaran un presupuesto Estatal estable? El objetivo de este artículo es mostrar cómo el pasado imperial y fiscal impidió a la sociedad civil portuguesa generar el consenso social necesario para incrementar la recau-dación de impuestos y establecer instituciones fiscales eficientes.

Keywords

Estado MercantilEstado FiscalHistoria FiscalPortugal siglos XVI-XIXMercantile stateFiscal stateFiscal historyPortugal 16th-19th centuries
Type
Articles/Artículos
Information
Revista de Historia Economica - Journal of Iberian and Latin American Economic History , Volume 25 , Issue 1 , Primavera 2007 , pp. 123 - 145
Copyright
Copyright © Instituto Figuerola de Historia y Ciencias Sociales, Universidad Carlos III de Madrid 2007

Access options

Get access to the full version of this content by using one of the access options below. (Log in options will check for institutional or personal access. Content may require purchase if you do not have access.)

References

Acemoglu, D.; Johnson, S. and Robinson, J. A. (2005): «The rise of Europe: Atlantic trade, institutional change and economic growth», American Economic Review, 95 pp. 546–579.CrossRefGoogle Scholar
Boxer, Ch. (1969): The Portuguese seaborn empire. London: Hutchinson.Google Scholar
Clemens, M. A. and Williamson, J. G.«Why did tariff-growth correlation reverse after 1950?», NBER Working Paper 9181, September, 2002.Google Scholar
Comín, F. (1996): Historia De La Hacienda Publica, Europa, Nuevos Instrumentos Universitarios, Barcelona: Critica, pp. 169–236.Google Scholar
Daunton, M. (2001): Trusting Leviathan: the politics of British taxation, 1799–1914. Cambridge:CUP.Google Scholar
Deyon, P. (1969): Le Mercantilisme. Paris: Flammarion.Google Scholar
Diário Do Governo, official journal for laws and decrees (various dates).Google Scholar
Eichengreen, B. ans Haussman, R. (1999): Exchange rates and financial fragility. Federal Reserve Bank of Kansas City: New challenges for monetary policy, 329–368.CrossRefGoogle Scholar
Esteves, R. P. (2003): «Looking ahead from the past: The intertemporal sustainability of Portuguese finance, 1854–1910». European Review of Economic History, vol. 7 (2).CrossRefGoogle Scholar
Flores, J. (2006): «A microeconomic analysis of the Baring crisis, 1880–1890». Madrid: WP Universidad Carlos III.Google Scholar
Foreman-Peck, J. (1994): A history of the world economy; International relationssince 1850. London: Harvester, Barnes and Noble.Google Scholar
Freitas, J. R. (1880): «Diário das Sessões da Câmara dos Deputados», session of 14th May 1880, Parliament Archive, DSD114, p. 2087.Google Scholar
Godinho, V. M. (1963); (1971): «L'économie de l'empire portugais», Os Descobrimentos e a Economia Mundial. Lisbon:Editorial Presença.Google Scholar
Godinho, V. M. (1978): Finanças públicas e estrutura do Estado, Ensaios II. Lisbon: Livraria Sá da Costa Editora, p. 56.Google Scholar
Godinho, V. M. (1978): As incidências da pirataria e da concorrência na economia marítima por-tuguesa no século XVI, Ensaios II. Lisbon: Sá da Costa Editora.Google Scholar
Godinho, V. M. (1978): «Portugal, as frotas do açúcar e as frotas do ouro 1670–1770)», Ensaios II. Lisbon: Livraria Sá da Costa Editora.Google Scholar
Godinho, V. M. (1978): «1580 e a Restauração», Ensaios II. Lisbon: Livraria Sá da Costa Editora.Google Scholar
Helpman, E. and Krugman, P. (1989): Trade policy and market structure, Cambridge Mass.: MIT Press.Google Scholar
Irwin, D. (1991) «Mercantilism as a strategic, trade policy: the Anglo-Dutch rivalry for the East India trade», Journal of Political economy, 99: pp. 1296–1314.CrossRefGoogle Scholar
Krugman, P. and Venables, A. J. (1995): «Globalization and the inequality of nations». Quarterly Journal of Economics, 110, pp. 857–880.CrossRefGoogle Scholar
Lains, P.«O proteccionismo em Portugal (1842–1913): Um caso mal sucedido de industrialização ‘concorrencial», Análise Social, vol. XXIII, n.° 97: pp. 481–503.Google Scholar
Lopes, F. (1991): «Crónica de Dom João I». Lisbon: Civilização.Google Scholar
Macedo, J. B. (1979): «Pombal», «Dicionário de História de Portugal», Serrão, Joel ed.) vol. V. Lisbon: Iniciativas Editoriais, pp. 113–121.Google Scholar
Macedo, J. B.; Silva, Á. F. and Sousa, R. M. (2001): «War, taxes and gold: the inheritance of the real» in Transfering Wealth and power from the Old to the New World: Monetary and Fiscal Institutions in the 17th through the 19th centuries (Bordo, M., Cortes-Conde, R. eds.) Cambridge: Cambridge University Press.Google Scholar
Mata, M. E. (1988): «A contribuição predial, contribuição de repartição ou contribuição por quota», Revista de História Económica e Social, 23 pp. 115–131.Google Scholar
Mata, M. E. (1991): «A actividade revolucionária no Portugal contemporâneo: uma perspectiva de longa duração», Análise Social, vol XXVI (112–113), pp. 755–769.Google Scholar
Mata, M. E. (1993a): «Order and progress or order versus progress? The Portuguese social dilemma of the mid-nineteenth century», Estudos de Economia, XIII, pp. 115–128.Google Scholar
Mata, M. E. (1993b): «As Finanças Públicas Da Regeneração À Primeira Guerra Mundial», História Económica, n.° 4, Lisbon, Banco de Portugal.Google Scholar
Mitchner, K. and Weidenmier, M. (2005): «Empire, public goods, and the Roosevelt Corollary», Journal of Economic History, 65.Google Scholar
Mattoso, J. (1985): A Identificação De Um País, Ensaio Sobre As Origens De Portugal, 1096–1325, 2 vols. Lisbon: Editorial Estampa.Google Scholar
Modelsky, G. and Thompson, W. (1988): Seapower In GlobalL Politics 1494–1993. Seattle, University of Washington Press.CrossRefGoogle Scholar
Modelsky, G. (editor) (1988a): Documenting Global Leadership, Seattle and London, University of Washington Press.CrossRefGoogle Scholar
Monteiro, S. (1990–1993): Batalhas E Combates Da Marinha Portuguesa. Lisbon Sá da Costa Editora.Google Scholar
North, D. and Weingast, B. (1989) «Constitutions and commitment: the evolution of institutions governing public choice in seventeenth-century England», Thejournal of economic history, XLIX, 4: pp. 803–32.CrossRefGoogle Scholar
North, D. (1991): «Institutions, transaction costs, and the rise of merchant empires», in The Political Economy Of Merchant Empires, 1350–1750. New York: Cambridge University Press.Google Scholar
O'Brien, P. (1999): «Imperialism and the Rise and Decline of the British Economy, 1688–1989». New Left Review, I/238, November-December.Google Scholar
O'Rourke, W.; (2005): «Did Vasco da Gama matter?», NBER Working Paper, 11884.Google Scholar
Rodrick, D. (1997): The new global economy and developing countries: making open-ness work. London: Johns Hopkins University Press.Google Scholar
Rosenthal, J. L. (1998): «The Political Economy of Absolutism Reconsidered», in Bates, R.et al., Analytical Narratives, Princeton: PUP.Google Scholar
Schremmer, D. E. (1989): «Taxation and Public Finance: Britain, France and Germany» in Peter, M.; Pollard, S. (editors). Cambridge: Cambridge Economic History of Europe, vol VIII.Google Scholar
Serrão, J. V. (1992–1994): «O quadro económico: Configurações estruturais e tendências de evolução» in Mattoso, J.História De Portugal. Lisbon: Círculo de Leitores, vol. IV, pp. 71–117.Google Scholar
Schön, L. (2005): «Capital Supply in Swedish Modernisation» Magnus Jerneck et al., «Different Paths to Modernity. A Nordic and Spanish Perspective». Inbunden: Nordic Academic Press.Google Scholar
Sideri, S. (1970): Comércio e Poder: Colonialismo Informal Nas Relações Anglo-Portuguesas. Lisbon: Edições Cosmos.Google Scholar
Soares, T. S. (1979): «Feudalismo em Portugal», Dicionário de História de Portugal Serrão, Joel ed.) vol. II. Lisbon: Iniciativas Editoriais, pp. 572–574.Google Scholar
Sylla, R.; Tilly, R. and Tortella, G. (1999): The state, the financial system, and eco-nomic modernization. Cambridge: Cambridge University Press.Google Scholar
Clarence Smith, G. (1985): The Third Portuguese Colonial Empire: A Study In Economic Imperialism. Manchester: Manchester University Press.Google Scholar
Tomaz, F. (1988): As finanças do estado Pombalino, 1762–1776, «Estudos e Ensaios Em Homenagem A Vitorino Magalhães Godinho». Lisbon: Sá da Costa Editora.Google Scholar
Torres, R. d'A. (1979): «Subsídio Literário», Dicionário de História de Portugal Serrão, Joel ed.) vol. VII. Lisbon: Iniciativas Editoriais, pp. 89–90.Google Scholar
Valério, N. (2006): Os impostos no Parlamento Português, sistemas fiscais e doutri-nas fiscais nos séculos XIX e XX. Lisbon: D. Quixote.Google Scholar
De Vries, J. and Der Woude, V. (1997): The first modern economy, success, failure and perseverance of the Dutch economy 1500–1815, Cambridge: CUP.CrossRefGoogle Scholar
Weingast, B. (2005), «The performance and stability of federalism: An institutional perspective», in Ménard, C., and Shirley, M. (eds.), Handbook of new institutio-nal economics, Dordrecht: Springer.Google Scholar