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From The Resources of Poverty To The Poverty of Resources?: The Erosion of A Survival Model
From The Resources of Poverty To The Poverty of Resources?: The Erosion of A Survival Model
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From the Resources of Poverty
to the Poverty of Resources?
The Erosionof a SurvivalModel
by
Mercedes Gonzalezde la Rocha
Household-focusedresearchhas madecrucialconceptualcontributionsto
the ways in which scholarsunderstandthe survivalof the urbanpoor.Rich in
new data and ideas as this wave of studies has been, gaps in our knowledge
persist. In particular,the persistenceof economic crises in the developing
world since the early 1980s has led me to wonder about the usefulness of
existing analyticaltools for the assessmentof currentsocial conditions.
One importantquestionhas to do with the limits of survivalstrategies.As
critical household-focusedresearchincreasingly concentratedon the sur-
vival strategiesemployed by the urbanpoor and workingclass, the limits of
such models were not explored.Rather,the idea thatthe poor simply worked
hard(or harder)in orderto make ends meet persistedas the ultimatetruth.
Whetheror at what point they might confrontconstraintsto theirreproduc-
tion was not asked.
In this articleI discuss the erosion of whatI have called the resources-of-
poverty model of survivalin light of the ongoing economic crisis faced by
poor households across Latin America. I argue that, because of the deep
restructuringand the resultingpersistenteconomic and social hardshipthat
have characterizedmuchof the Americasfor the past two decades, poor and
working-classurbanhouseholdshave moved towarda situationpermeated
by a "povertyof resources"thaterodes their capacity for survival.In other
words, the survival-strategiesapproachto understandingthe ways in which
urbanpoor households and poor individualsin Latin Americancities have
coped with economic hazardis no longertheoreticallyorempiricallyviable.
The capacity of households and individualsto achieve certainlevels of
income and well-being is the outcomeof complex social processes in which
labor marketopportunitiesplay an importantrole. The poor's capacity for
MercedesGonz,lez de la Rocha is a senior researcherat the WesternCenterfor Researchand
AdvancedStudiesin Social Anthropologyin Guadalajara,Mexico. She thanksherclose friends
BrigidaGarciaandOrlandinade Oliveirafor criticalcommentson an earlierversionof this text,
Sylvia ChantandHelen Safa for suggestions,support,andencouragement,andPatriciaPricefor
insights and comments and for help in the final copyeditingstage.
LATINAMERICANPERSPECTIVES,Issue 119, Vol. 28 No. 4, July 2001 72-100
? 2001LatinAmerican
Perspectives
72
Gonzilez de la Rocha/ EROSIONOF A SURVIVALMODEL 73
The link between households and the broadereconomy has been well
studied and documentedboth in Latin America and in other parts of the
world. The household has been conceptualizedas a mediatorbetween the
individual and the social and economic structure,making importantdeci-
sions-not free of conflicts and negotiations-and taking action vis-a-vis
dynamiclabormarketsandchangingsocial conditions(Garcia,Mufioz, and
Oliveira, 1982; Beneria, 1992; Beneria and Roldan, 1987; Anderson,
Bechhofer,andGershuny,1994; Gonzalezde la Rocha, 19944a).Household
research focusing on Mexico has emphasized household structure, the
domesticcycle, andpowerrelationshipsin the shapingof differenthousehold
functions (Garcia,Mufioz, and Oliveira, 1982; Garciaand Oliveira, 1994;
Selby, Murphy,and Lorenzen, 1990; Gonzalez de la Rocha, 1994a; Chant,
1991). Differentialsin the participationof household membersin the labor
marketand the achievementof variedincome levels within the household
have been linked to the differentialwell-being (or poverty) of household
membersliving underthe same roof, and these have been mattersof serious
and deep questioningand research.
Whetherseen as "a locus of competinginterests,rights, obligations and
resources"(Moore, 1994), a site of "cooperativeconflict"(Sen, 1991), or a
contradictorysocial unitin which conflictinginterestsandunequalaccess to
Gonzalez de la Rocha / EROSIONOF A SURVIVALMODEL 75
THE SURVIVAL-STRATEGYAPPROACH
Survival-strategyapproachespredatecrisis-focused empiricalresearch.
The concept of family strategieswas adoptedas a way to move away from
"some uses of modernizationtheory that denied instrumentalrationalityto
pre-industrial,early industrial,and, more generally,poor people because of
theirlack of resourcesand power"(Tilly, 1987). Emphasison the agency of
the pooras a reactionagainstthe view thatsees individualsandhouseholdsas
puppetsof forces beyond theircontrolis an importantissue in the strategies
literature(e.g., Roberts, 1995; Schmink, 1984; Anderson, 1980).
The strategy-basedapproachhas receivedstrongcriticisms.Wolf (1992),
writing on gender,householddynamics,and ruralindustrializationin Java,
provides an interestingdiscussion of the analyticalmisconceptionsimplied
by the use of the idea of household strategiesin the developmentliterature.
She argues that the poor are not confrontingdecisions at all but are being
impelled by forces beyond their control (see also Selby, Murphy, and
Lorenzen, 1990). For the poor,accordingto this view, long-termplanningis
out of the question. Apartfrom this, criticism has also been leveled at the
assumptionof collective goals andcommon interests,householdunity,con-
sensus, andcooperationat the core of householddynamics.Wolf's strongest
criticism is of the "analyticalmerging"of individuals and households-
76 LATINAMERICANPERSPECTIVES
DIVERSITYOF INCOMESOURCESAND
MULTIPLICITY OF INCOMEEARNERS
MULTIPLICITY OF OCCUPATIONS
STRUCTURES IN TRANSITION
ADJUSTINGTHEECONOMY
membersfrom the impactof the economic crisis. This was mainly achieved
throughthe intensificationof work.7
This relativesuccess does not meanthatindividualsandfamilies enjoyed
heightenedwell-being.In orderto defendtheirincomes,householdmembers
had to work much harderand intensify the use of theirremainingresources
and assets, particularlythe laborof women andchildren.The intensification
of work placed a very unequalburdenon women, who, apartfrom havingto
go out to workin paid activities,saw theirdomesticchores augmentedwith-
out muchhelp fromtheirmale counterpartsin the household(Gonzalezde la
Rocha, 1988; 1991).
Researchconductedin the 1980s andearly 1990s showedthathouseholds
were experiencinga privatizationof the crisis (Beneria,1992;Gonzalezde la
Rocha, 1988; 1991). Indeed,theywere the arenasfor crucialsocial responses
to economic adjustment.Changesat the level of the Mexican urbanhouse-
hold conformedto a regularpatternacrossLatinAmericansocieties (Fortuna
andPrates,1989;Hardy,1989;OrtegaandTironi,1988;Pastore,Zilberstajn,
and Pagotto, 1983; Schkolnikand Teitelboim,1988; Gonzalez de la Rocha,
1994b; 1995b). As the economy collapsed and went throughmajoradjust-
mentsandrestructuring,householdsbecamethe scene of social restructuring
and domestic adjustment(see Gonzalez de la Rocha, 1988; 1991; 1994b).
Although nuclearhouseholds continuedto make up the majorityof all
households,the proportionof extendedhouseholdsincreased.The extension
of households was achievedmainly throughthe incorporationof additional
adultmembers.This was interpretedboth as a savings mechanism(through
sharinghousingcosts) andas a way to increasethe numberof availablemem-
bers for income-generatingactivities. Extended households, although less
numerousthannuclearhouseholds,gave shelterto a greaternumberof peo-
ple duringthose years, given theirlargersize (CEPAL,1992). Case studies
from my researchshowed that staying in the householdof origin aftermar-
riage became a more commonpractice(Gonzdlezde la Rocha, 1988; 1991;
1995b).The extendedhouseholdappearedto be a way of protectingmembers
from falling real wages and increasinginsecurity.
The decreasing value of wages affected the participationof household
members who were not consideredprimaryworkers.The most important
change in this respect was the increase in women's participationin wage-
earningactivities.The intensificationof work was accomplishedmainly by
the incorporationof adultwomen, especially marriedwomen with children
and domestic commitments,reversingthe predominanceof young, single,
andrathereducatedwomen,into the ranksof workers.Anthropologicalstud-
ies showed this (Gonzalez de la Rocha, 1988; Barrig, 1993; Moser, 1989),
and it was later confirmed by statistical analyses of national-baseddata
84 LATINAMERICANPERSPECTIVES
EXCLUDINGTHEPOOR
FINAL REMARKS
NOTES
1. See Torrado(1995) for an interestingview of the relevanceof social policies and devel-
opment strategiesfor the poor's capacity to overcome "the intergenerationaltrap of poverty"
throughupwardsocial mobility or to fall into destitutionin Argentina.
2. The absence of options is clearly an extremesituationthat very few householdsexperi-
ence. WhatI wantto pointout is thatthe deteriorationof the labormarketis increasinglynarrow-
ing households'options.
3. Sen's (1993) conceptof "capabilities"is especially appropriatefor referringto the alter-
nativecombinationsof charactersand functionsthathouseholdsmay have at differentpoints of
time or underdifferentsocial situations.It allows one to thinkaboutwider or narroweralterna-
tive combinationsandthereforethe moreor less real opportunitiesto act andto performcertain
functions.
4. Althoughmy databegin at the end of this period,it is still valid to arguethatthey corre-
spond to the precrisisperiod of Mexican development.This does not mean that the situation
Gonzilez de la Rocha/ EROSIONOF A SURVIVALMODEL 95
described by my data is valid for the national reality or for a social situationthat persisted
throughoutthe import-substitution-industrialization stage, which had many variations.
5. I do not want to give the wrong impressionof the import-substitution-industrialization
model as "good."Low wages and difficultliving conditionswere partof it.
6. While at the beginning of the 1970s 40 percentof the LatinAmericanpopulationwas
poor, by 1980 the percentageof the poor had decreasedto 35. Urbanpovertyalso diminished,
althoughto a lesser extent, from 26 percentof urbanhouseholdsin 1970 to 25 percentin 1980
(CEPAL,1991; Gonzalez de la Rocha, 1995b).
7. Datafromothercountriesshow the sametrend.Householdtotalincomein Venezuelafell
22 percentwhile individualincomes fell 34 percent,and in Costa Rica it declined 14 percent
comparedwith 22 percentof individualincomes (CEPAL,1991: 23).
8. The contributionof male headsof householdscameto representno morethan60 percent
of households'incomes in most LatinAmericancountries(CEPAL,1991).
9. Expertson laborstructuresarguethatunemploymentis not a good indicatorof labormar-
ket transformationsin Mexico (Brfgida Garcia, personal communication).Unemployment,
however,is anethnographicdatum,a phenomenonthatpeopledescribeas a new problemin their
lives andan obstacleto bettermaterialconditions.Itcan be considered,therefore,as an indicator
of people's perspectivesof increasingexclusion and precariousness.
10. The new unemployedareindividualswho fall in the traditionalcategoryof "notworking
andlooking for work."Forthese individuals,however,extendedperiodsof unemploymentarea
permanentfeatureof their lives. Latin Americanacademicshave often pointed out that unem-
ploymentis a luxurythatLatinAmericanpopulationscannotafford.Indeed,we are witnessing
the creationof a social categorythatwithoutthe supportof stateagencies falls into destitutionor
becomes an extraburdenon alreadyimpoverishedhouseholds.
11. Sixty-sevenpercentof the women workingon theirown accountin Guadalajarain 1990
had not been active in 1982, and the averageschooling of these women was less than six years
(Escobar,1996).
12. Remittancesare an importantasset for manyhouseholdsin Mexico, butthe progressive
settlementof migrantsin the UnitedStates,with marriageandthe laterappearanceof U.S.-born
children,regularlyreduces such remittances.
13. The participationof women continuesto rise. Datafromoursurveyof labormarketsand
householdpatternsin six Mexicancities showthatfrom 1987 to 1993 the participationof women
rose from33.2 to 40 percentin Guadalajara,from34.5 to 38.7 percentin Mexico City, andfrom
26.6 to 39.1 percentin Monterrey,the country'sthree largestcities (Escobar,1996). Informal
occupationsarestill the principaldestinationfor these new female workersdespitethe maquila-
dorasector's growth.
14. Contraryto Joekes's view, it is hardto arguethatexport-orientedeconomic model has
favoredwomen's economic emancipationthroughtheir inclusion in paid work. My work and
thatof otherresearchersin Mexico has shownthatearningscontrolis not an automaticoutcome
of women's labormarketparticipation,muchless a more favorableposition for bargainingand
makingdecisions within the household.Beneriaand Roldan (1987) found that women's earn-
ings were subjectto male control.GarciaandOliveira(1994) showed thathouseholdsin which
women were the mainprovidersbutlived with theirhusbandswere the sites of the most evident
household violence, women frequentlybeing batteredand "punished."My own findings also
revealedthat women's earningscould hardlybe seen as a means of emancipation,since many
women have to hide theirpaidworkfromhusbandsandtheirwages are so deeply committedto
subsistencethat they are consumedimmediatelyand almost invisibly (Gonzalez de la Rocha,
1994a).
96 LATINAMERICANPERSPECTIVES
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