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The causes of welfare state expansion in democratic middle‐income countries : A literature review

Title data

Dorlach, Tim:
The causes of welfare state expansion in democratic middle‐income countries : A literature review.
In: Social Policy & Administration. Vol. 55 (2021) Issue 5 . - pp. 767-783.
ISSN 1467-9515
DOI: https://doi.org/10.1111/spol.12658

Project information

Project financing: Studienstiftung des deutschen Volkes

Abstract in another language

This article reviews the literature on the causes of welfare state expansion in democratic middle-income countries across the Global South since the 2000s. After discussing challenges to measuring welfare state change, the article reviews research in political science and sociology and discusses nine potential causes of recent welfare state expansion, namely (a) economic development, (b) fiscal capacity, (c) democracy, (d) partisan ideology, (e) labour unions, (f) social mobilization, (g) cultural homogeneity, (h) institutional architecture, as well as (i) welfare rights and norms. The review thus reveals that recent welfare state expansion in democratic middle-income countries has been driven by a similar set of causes as post-war welfare state expansion in the Global North. The pronounced expansion of non-contributory social policies has, in some contrast, also been characterized by more bipartisan and transnational political dynamics. The article concludes by outlining avenues for future research and by calling for more scholarly attention to the consolidation and testing of existing theories.

Further data

Item Type: Article in a journal
Refereed: Yes
Keywords: emerging welfare states; Global South; literature review; middle-income countries; welfare state expansion
Institutions of the University: Faculties > Faculty of Life Sciences: Food, Nutrition and Health > Junior Professor Global Nutrition and Health Policy > Junior Professor Global Nutrition and Health Policy - Juniorprof. Tim Dorlach Ph.D.
Faculties
Faculties > Faculty of Life Sciences: Food, Nutrition and Health
Faculties > Faculty of Life Sciences: Food, Nutrition and Health > Junior Professor Global Nutrition and Health Policy
Result of work at the UBT: No
DDC Subjects: 300 Social sciences > 320 Political science
Date Deposited: 29 Jul 2022 07:13
Last Modified: 29 Jul 2022 10:16
URI: https://eref.uni-bayreuth.de/id/eprint/71258