高等教育市场化:趋势、问题与前景

高等教育市场化正逐渐成为国际性的趋势,市场的力量如何改变着高等教育形态,其背景是什么,将发展到怎样的程度,结果又是什么,这些都是高等教育研究必须回答的。本文首先简要论述了高等教育发展史上国家和市场的关系,然后分类讨论了高等教育市场中的多种力量,以及随着市场化而产生的主要问题。     

MARKETISATION AS A STRATEGY FOR DESEGREGATION AND REDRESS: THE CASE OF HISTORICALLY WHITE SCHOOLS IN SOUTH AFRICA

This article examines the process of desegregation in historically white schools in South Africa. It is argued that reforms within these schools can be understood as an example of the marketisation of education. The article commences with a consideration of the relevance and scope of such an approach. Exponents of marketisation in South Africa (as elsewhere) have claimed that the introduction of market forces can help to increase "choice" for the consumers of education. It is also suggested that it can act as a means of redressing past inequalities. These arguments are critically considered in relation to the experiences of black pupils both within the schools themselves and within the wider educational system. It is argued that a marketised approach towards desegregation may have increased choice for whites and for a minority of blacks, but has not increased choice for blacks as a whole. Nor has it served as an efficient mechanism for the redistribution of educational resources. Although the article is critical of many aspects of the marketisation process, it is acknowledged that some of the policies associated with marketisation are compatible with the creation of a more equitable and efficient education system.     

When Marketisation Does Not Improve Schooling: the case of Macau

For centuries Macau has experienced extended market principles for schooling, with very limited state intervention in education, and only a recent history of regarding schooling as a public good. This paper suggests that laissez‐faire market principles have failed to provide high quality schooling in Macau and that considerable state intervention is required to ensure that education develops as a public good in Macau. The case is made for a ‘mixed economy’ of public and private providers of schooling as a public good in Macau, thereby building on the existing extensive private provision that exists there, with attention still needing to be given to quality control and increased governmental support. A state‐regulated market might be more effective than a genuinely open market. The case of Macau is used to demonstrate that public goods and private services are neither polar opposites nor mutually exclusive. The greater involvement of the state in education in Macau, with the impending handback of Macau to China in 1999, might be problematic if it becomes too intrusive and repressive, although there are indications from Macau's immediate neighbours in China's regions that China itself is moving towards marketisation, diversification of providers of education, decentralisation of administration, and increasing privatisation. This may facilitate integration and harmonisation. Macau's situation of a small state in transition to re‐incorporation is compared to the situation of other former colonies, and an agenda for reform is suggested.     

The concept of public goods,the state,and higher education finance: a view from the BRICs

Because higher education serves both public and private interests, the way it is conceived and financed is contested politically, appearing in different forms in different societies. What is public and private in education is a political–social construct, subject to various political forces, primarily interpreted through the prism of the state. Mediated through the state, this construct can change over time as the economic and social context of higher education changes. In this paper, we analyze through the state’s financing of higher education how it changes as a public/private good and the forces that impinge on states to influence such changes. To illustrate our arguments, we discuss trends in higher education financing in the BRIC countries—Brazil, Russia, India, and China. We show that in addition to increased privatization of higher education financing, BRIC states are increasingly differentiating the financing of elite and non-elite institutions.     

Models of State and Market in the 'Modernisation' of Higher Education

Higher education (as learning and teaching) is increasingly regulated by the state yet is simultaneously being opened up to market forces. Is the system being nationalised or 'marketised'? Opinion is divided, but the debate is often confused by a lack of theoretical explicitness so that inconsistencies, contradictions and dubious elisions are allowed to persist unremarked. Through a critical engagement with the literatures on quasi-markets, the free economy and the strong state, neo-liberalism, and 'steering at a distance', this article identifies three models implicit in discussion of the 'modernisation' of higher education. The first treats marketisation and state intervention as incompatible strategies for reform, the second argues that state intervention may contribute to the success of a higher educational market economy (thus subordinating the state to the market), while the third proposes that market relations are mobilised in the cause of centralised policy objectives.     

Serving two masters: how vocational educators experience marketisation reforms

Contemporary education reforms that draw ideas from the political and economic fields are said to be altering the nature of vocational education. While there are substantial policy studies on the effects of marketisation reforms, fewer analyse the perspectives of vocational educators on such reforms. How vocational educators negotiate the potential clash of values when marketisation reforms are enacted within the sector remains relatively unexplored. This paper aims to incorporate these perspectives in order to explore and help explain the responses of vocational educators to such changes. To do so the paper draws on concepts from Legitimation Code Theory, a sociological framework for analysing practices and beliefs. Specifically, it enacts ‘autonomy codes’, which reveal how external forces impact upon the internal practices of a social field. These concepts are used to analyse the beliefs and perceptions of a group of vocational educators in Australia who are undergoing marketisation reforms. The analysis suggests that many educators are experiencing a growing ‘code clash’ between the goals they attribute to reforms and their own beliefs about public education and the expectations of their students, one which problematises their capacity to reconcile these sets of values and colours their views of changes in the sector.     

Emancipation,marketisation, and social protection: the female subject within vocational training policy in Canada, 1960–1990

This paper examines Canadian federal and cross-provincial higher education policy from 1960 to 1990, a critical time when provisions for vocational and adult training came under the auspices of governmental concern, justified under both an economic rationale and as a way to address persistent forms of inequality. The problematisation of skill during this period had particular gendered implications, as addressing inequality through education subsidies intersected with the perceived training needs of employers and the market. Employing Nancy Fraser's theory of a ‘triple movement’, the following paper ‘takes stock’ of how the three political forces of social movements, marketisation, and social protection have shaped gendered discourses of education and training, the implications for which are of continued relevance to those trying to understand the education and training within the contemporary neo-liberal state.     

Similar Trends,Diverse Agendas: Higher education reforms in East Asia

Globalisation is a central concept in this paper but it is important to note that 'globalisation' is a highly contested term. Strong globalisation theory argues that the global economy is dominated by uncontrollable global forces in which nation states are structurally constrained and therefore the capacity of modern states eventually declines. Unlike strong globalists, other scholars believe even though there may be similar trends and patterns in public policy and public management domain along the line of privatisation, marketisation, commodification and corporatisation, different governments may use the similar strategies to serve their own political purposes. Hence, modern states may tactically make use of the globalisation discourse to justify their own political agendas or legitimise their inaction. The present paper sets out in this wider context to reflect upon globalisation effects on national policy, with particular reference to how the selected East Asian societies such as the four Tigers, Hong Kong, Singapore, Taiwan and South Korea as well as mainland China have transformed their higher education systems. More specifically, this paper discusses the theme of 'similar trends, diverse agendas' by examining how the selected East Asian governments have reformed their higher education systems to cope with the growing impact of the global tide of marketisation and decentralisation.     

The Re-Framing of Australian Higher Education

The aim of this paper is to analyse the changes in Australian higher education policy over the past two decades. Using frame analysis, two shifts in higher education policy are identified. The first is in the late 1980s where the view of higher education as having a broad social, economic and cultural role was changed to one that emphasised expansion, marketisation and competition. The second is currently taking place in which universities are becoming seen as business competitors in a global higher education market, and as such, privatisation and deregulation are centrally important. This paper demonstrates the usefulness of frame analysis as a way of examining the systemic effects of policy decisions in a way that draws together and uncovers how the various and complex forces of government policies and broader social and economic events combine to create the difficult terrain through which universities must now plot a course.     

Education and poverty in affluent countries

This article reflects on the desire to defend and claim public education amidst the educational policy effects of contemporary neoliberal politics. The defence of public education, from schools to higher education, undoubtedly provides a powerful counter-veiling weight to the neoliberal policy logic of education-as-individual-value-accrual. At a time of intense global policy reform centred on marketisation in education, the public education institutions of the post-war welfare state are often characterised as being lost, attacked, encroached upon and dismantled. In this paper, I contend it is important to avoid mobilising a memory of public educational pasts that do not account for their failings and inequalities. Turning to a historical engagement with the emergence of neoliberal politics, the paper explores how challenges and contestations surrounding ‘the public’ from multiple standpoints converged in the rise of neoliberalism. Recognition of these convergences and contestations, I suggest, assists to provide a more nuanced account of the relationship between neoliberal reform and the welfare state, and thus of the complex task of imagining, claiming and working towards a just and equitable public education.     

Changes in Chinese education under globalisation and market economy: emerging issues and debates

Fuelled by forces of globalisation, China has gradually shifted from a centrally planned economy to the ‘socialist market economy’. This study examines changes in Chinese education under globalisation and market economy, focusing on the teaching and living conditions of teachers. The study reveals that the profound transformation of social and economic life has resulted in significant changes to education in China, as manifested in curriculum reform, increased disparity between rural and urban education, marginalisation of minority education and lack of accessible and affordable education for the children of migrant workers. The recent changes have also had tremendous impact on teachers in terms of their workload, payment, wellbeing, social status and teaching and living conditions. The study contextualises the concept of globalisation by examining its impact on China through marketisation and privatisation. Its analysis demonstrates a withdrawal of the state from provision and financing of public education. It also reveals a number of social injustices and inequities whose reduction and elimination require the Chinese government to take immediate and active measures.     

Education and the market place in Hong Kong and Mainland China

This paper attempts to examine how market forces have affected educational development in Hong Kong and Mainland China. In both places, there has been a trend to the decentralisation and marketisation of education in recent years, particularly in the realm of higher education. Based upon recent research conducted in Hong Kong and China, the author argues that higher education in these two places has been significantly affected by emerging market forces. The core of the paper is confined to the discussion of two major issues: user charges and the introduction of competition and cost recovery in education. The main focus of this paper is on what strategies educational institutions in Hong Kong and China have employed in response to the strong tide of marketisation. Particular attention will be given to discussing how markets and competition have affected the governance and delivery of educational services in Hong Kong and China. This comparative study has demonstrated that even though the recent developments in higher education in these two places have been experiencing a similar global trend, the global tide of universal trend in which private charges, market competition, non-state provision, corporate governance, system-wide performance management should not be treated as a simplistic notion of undifferentiated universal trend. Instead, different places may take different configurations in cases of marketization which remain national-specific as well as global.     

Philosophy of Education and Economics: A Case for Closer Engagement

Relatively little contemporary philosophy of education employs economic concepts directly. Even where issues such as marketisation of education are discussed there may be little clarification of underlying concepts. The paper argues that while much contemporary economic thinking on education may be philosophically naive, it is also the case that philosophy of education can productively engage with particular economic insights and perspectives. The paper examines particular conceptualisations of ‘economics’ and ‘the market’, drawing upon these to consider aspects of an issue that is significant for the philosophy of education: human becoming. An example, the notion of ‘wellbeing’ is briefly discussed.     

Stealth marketisation: how international school policy is quietly challenging education systems in Asia

Across Asia, the international school scene has experienced marketisation and corporatisation. A consequence is that many wealthier families – outside of expatriate communities – view international schools as a desirable choice, and they seek ways to enrol their children in international schools. States have responded to this situation through policies that manage the boundaries between public or national school systems and international schools. States have made compromises in their international school policies – compromises that allow markets to creep into the broader education systems. This mode of market creation is subtle: Neither families nor state agents advocate for ‘choice’ as a value, nor are there public discourses around international schools in the region celebrating ‘choice’ in education. The compromises made in international school policy relate to whole education systems and have implications for inequality, citizenship, and national identity.     

Marketising private tuition: Representations of tutors’ competence,entrepreneurial opportunities and service legitimation in home tutoring business manuals

Education researchers have explored the marketisation of schools resulting from neoliberal education policy, but little attention has been paid to supplementary education markets. Supplementary education services, such as private tuition, are delivered outside of school but designed to improve performance within it. A small body of research demonstrates that the private tuition market in the UK and the USA is burgeoning, and that students’ access to this service is differentiated by region, class and ethnicity. These emerging demand-side analyses are vital, but they cannot tell us about the educational entrepreneurship that shapes the supply of private tutoring services. This article addresses this lacuna through a discourse analysis of manuals, published as part of the developing tutoring support industry, that are designed to guide would-be entrepreneurs through the establishment of a private tuition business. This analysis excavates manuals’ treatment of: tutors’ motivation to work in the sector and their competence to do so; strategies to be employed in the marketisation of tuition services; and the need to build trust to ensure business legitimation in an unregulated industry. In conclusion, the article sets a new agenda for research into fast-developing supplementary education markets that explores: (i) the dynamics of this expanding educational workforce of private tutors; (ii) the ways marketisation addresses and augments parental anxiety about children's education; and (iii) the need for safeguarding and quality control in private tuition.     

政府在教育治理中扮演的两个角色

市场与国家都是一种空间表象与结构模式,市场与国家在提供与生产学校教育上都有各自的缺陷.学校教育市场化改革的本质在于解决基础教育资源需求与优质教育资源需求间的冲突,但是它无法调解公平与效率的冲突.政府需要在冲突中做出治理结构上的调整,以调和冲突;但是它既需要官僚制又需要教育市场化改革,它既需要扮演掌舵者,又需要扮演划桨者两种角色.     

Private Funding for University Research in Europe — Some Models and Conceptions*

Social scientists have discovered only recently that there exists between the two major forces of modern (Western) societies (that is the market on the one hand and government on the other hand) a third sector. This sector is characterized by forces like voluntarism, idealism, generosity, autonomy of action in the public interest, brotherhood, charity and institutions like private giving, free associations and societies, philanthropic foundations and charitable trusts. The third sector is helpful in achieving voluntaty social justice outside the enforced contributions of government. If government retreats even more the future from investing an adequate share of total revenue in the science community and higher education at large, this social sub-sector will need to look for alternative funding sources. Industry as contractor (naturally paying for the goods and services delivered by the higher education sector) may be one source. The third sector, known to many of the institutions of higher education for centuries, should be another. In the highly competitive environment of the future loyalties and other benign attitudes are no longer to be taken for granted, not even by alma mater. Therefore, higher education should invest some time and talents, as well as some ECUs in order to come to terms with this sector and to get a better share from its grant-making capacities. The opportunities are there.     

The Marketisation of Education in Singapore: Policies and Implications

This article focuses on the marketisation of education in Singapore since the mid-1980s. It describes and analyses two major manifestations of this phenomenon: the encouragement of greater school autonomy and the fostering of competition among schools. The article argues that the Singapore case does not involve a free market, but rather a regulated market. The promotion of such a quasi-market threatens to exacerbate not only the disparities between schools in terms of educational outcomes but also social inequalities. At the same time, it is not entirely clear whether the desired policy goals will be successfully attained. The discussion adds to the existing literature on the marketisation of education and its accompanying policy implications.     

Defining curriculum policy through slogans

This article explores the upper secondary (or post‐16) school market. The study on which it is based, funded by the Swedish Research Council, was entitled ‘Upper‐secondary education as a market’. Empirical data include official statistics, policy documents, school publications, company reports and school visits. Printed and other news media were also scrutinised to identify how the marketisation of education is represented in public discourse. A number of themes emerged from the study which included mapping the expansion of the school market, chains of ownership and influence, marketing strategies, choice and the school market and issues raised in the media. These imply that there is a new market discourse which represents a clear break with previous social democratic education policies primarily aimed at enhancing citizenship and wider democratic values within an inclusive public school. However, critiques have also emerged including a call for strengthened regulations of and control over independent schools and concern about an education market equated more with shares and profits rather than pedagogy and student citizenship.