Fiscal Federalism and Equalisation Transfers

Balancing Regional Autonomy and Solidarity

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This edited volume puts the spotlight on the socioeconomic, financial and political challenges provoked by territorial fiscal inequalities in federal systems and the diversity of mechanisms created by the different federations in confronting or mitigating its adverse consequences. The main goal of the book is to study the state of the question of territorial inequalities and fiscal equalisation systems in federal and decentralised countries after the 2008 financial crisis and the COVID-19 health crisis. The volume combines theoretical approaches with case studies and involves scholars from various disciplines in order to provide a comprehensive view of the issue.
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Mikel Erkoreka is the Director of the Ituna Center for Basque Economic Agreement and Fiscal Federalism Studies and Senior Lecturer of Public Policy and Economic History at the University of the Basque Country (UPV/EHU). His main research fields are public finances, fiscal federalism and economic history.
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Notes on Contributors

Introduction: State Intervention and the Development of Fiscal Equalisation Systems in Federal Countries: An Historical Introduction
   Mikel Erkoreka

Part 1
Theoretical Framework of Fiscal Equalisation
1 The Economics of Fiscal Equalisation
   Andoni Montes-Nebreda

2 Paradigms of Subnational Government Participation in Equalisation Mechanisms: A Comparative and Constitutional Outlook
   Francisco Javier Romero-Caro and Alice Valdesalici

Part 2
Fiscal Federalism and Equalisation in Practice: Case Studies
3 Redistribution and Equalisation in Fiscal Federalism and the Structure of Territorial Imbalances in Argentina
   Miguel Ángel Asensio, Florencia Martino and Pamela Fadul

4 From Full to Partial Equalisation: The Case of Horizontal Fiscal Equalisation in Australia
   Tracy B. Fenwick and Miranda Stewart

5 The Political Economy of Federal Equalisation Policy in Canada
   Olivier Jacques, Daniel Béland and André Lecours

6 The Political Economy of Federal Grants: Ethiopia’s Experience
   Bizuneh Yimenu

7 Intergovernmental Fiscal Relations during the covid 19 Pandemic in Germany: Was the New Fiscal Equalisation Scheme able to Hamper Financial Dislocations?
   Gisela Färber

8 Fiscal Federalism and Territorial Inequalities: India’s Experience
   Govind Bhattacharjee

9 Confronting Territorial Inequality among South African Municipalities: Challenges to the Fiscal Equalisation System
   Jaap de Visser, Tinashe Chigwata and Nico Steytler

10 Inter-regional Inequalities and Fiscal Equalisation in Spain
   Mario Kölling and Ana Herrero-Alcalde

11 The Swiss System of Fiscal Equalisation – Balancing Cantonal Tax Autonomy and Federal Solidarity
   Eva Maria Belser and Mikel Erkoreka

Index

Scholars and researchers interested in fiscal federalism and comparative federalism, public managers and students of economics, law and political science.
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