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GLOBAL DYNAMICS OF SOCIAL POLICY
Series Editors
Lorraine Frisina Doetter
University of Bremen
Bremen, Germany
Kerstin Martens
University of Bremen
Bremen, Germany
Series Editors:
Lorraine Frisina Doetter, Delia González de Reufels,
Kerstin Martens, Marianne S. Ulriksen
Open access of this publication was made possible through funding by Bielefeld University,
the Collaborative Research Centre 1342: Global Dynamics of Social Policy at the University
of Bremen, funded by the Deutsche Forschungsgemeinschaft (DFG, German Research
Foundation) – Projektnummer 374666841 – SFB 1342 and Specialised Information Service
Political Science – POLLUX.
Lutz Leisering
Editor
© The Editor(s) (if applicable) and The Author(s) 2021. This book is an open access publication.
Open Access This book is licensed under the terms of the Creative Commons Attribution 4.0
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Preface and Acknowledgements
not about the role of ideas in selected social reforms or selected periods of
time (which would be interesting enough), but about ideas in the evolu-
tion of social protection over 100 years. I hope that the readers of this
volume will see the yields of an ideational and pluralist approach to
studying social protection.
When planning the Research Group, we decided not to choose area
specialists from Western countries as group members (and contributors
to this volume), but to recruit colleagues from the countries under inves-
tigation or scholars who have roots in them. This approach was demand-
ing—we experienced difficulties finding appropriate researchers from
these countries.
One reason for the renewed interest in Southern welfare programmes
is the rise, since the 2000s, of so-called social cash transfer programmes
for the poor in most countries in the Global South. These programmes
provide a modicum of social protection to large sections of Southern
populations who had previously been excluded. In an earlier research
project, FLOOR, I undertook a comprehensive study of social cash trans-
fers, including the construction of a dataset that covers all Southern
countries (see www.floorcash.org). Ulrike Davy and Benjamin Davy (the
latter from TU Dortmund University) had led the law group and the
land policy group, respectively, in FLOOR. After FLOOR, we felt the
need to investigate select countries in greater depth. This led us to the
idea of case studies focused on middle-income countries since they might
shape the global future of public welfare. The literature has analysed
middle-income countries mostly in economic terms—as “emerging mar-
kets” or liable to a “middle-income trap”—or in political terms—as new
democracies or authoritarian regimes—but much less in regard to public
welfare policies. We chose Brazil, India, China, and South Africa because
they represent different continents, political regimes, paths of economic
growth, and cultures.
This volume is not the result of just one conference. Rather, the con-
tributors mostly worked together as members of the Research Group
“Understanding Southern Welfare” over five years, beginning with prepa-
ratory conferences 2014–2016, continuing as fellows in residence at the
ZiF (March to July 2018), and concluding with a final conference in
2019. The ZiF provided both the venue and funds for our conferences
viii Preface and Acknowledgements
and the research in residence. Ulrike Davy and I had written the funding
application together with Benjamin Davy. Unfortunately, Ben had to
drop out in 2017 for reasons beyond his control.
The Research Group had two subgroups: the law group led by Ulrike
Davy and the social science group led by me and from which this volume
flows. The social science group included sociologists, political scientists,
global and comparative historians, and a political economist. Originally,
there was a third group, the land group, which we had to disband when
Benjamin Davy left, but the issue of land kept cropping up in the research
process. Gabriel Ondetti and Sony Pellissery switched from the land
group to the social science group. Gabriel’s contribution to the volume
focuses on land issues, and Sony has published separately on land issues
(see footnote).
I am indebted to the fellows in the law group. We learnt a great deal
from the legal approach to social policy, including the emphasis on con-
stitutions, courts, and human rights. The law fellows included Albert
Chen Hun-yee (University of Hong Kong), Octavio Luiz Motta Ferraz
(Kings College, London), Letlhokwa George Mpedi (University of
Johannesburg), Sarbani Sen (O.P. Jindal Global University, New Delhi),
and Ulrike Davy as convenor.
The ZiF is Germany’s first Institute for Advanced Study, founded in
1968, and provides a wonderfully secluded space for scholarship (https://
www.uni-bielefeld.de/(en)/ZiF/index.html). The Institute is situated at
the edge of a forest, in a purpose-built building with a modernist 1960s’
architecture, and includes apartments for the fellows and their families.
The ZiF provides a broad range of services that make scholars’ stays as
productive and pleasant as possible.
Research groups at the ZiF are interdisciplinary, and this Research
Group was also very international. For me and the fellows, it was a most
rewarding experience of scholarly exchange and learning—social science
is truly global. I am grateful to the fellows—the contributors to this vol-
ume—for engaging in this common experience. The ties between the
fellows are leading to further scholarly cooperation.
The Research Group was very active. During the residence period, we
had a weekly Jour Fixe, which included discussions on pertinent publica-
tions, guest lectures, and presentations by the fellows. We also invited
Preface and Acknowledgements ix
11–12 July 2019 (external speakers: Kinglun Ngok, China; Ravi Ahuja,
Germany; Leila Patel, South Africa; Sonia Fleury, Brazil; Sarah Cook,
Australia; Eberhard Eichenhofer, Germany; and Göran Therborn, UK);
Workshop (social science group) “Social Policy in Low and Middle-
Income Countries: Perspectives of Comparative Research”, convened by
Lutz Leisering, 13 July 2019. Maria Virginia Lorena Ossio Bustillos coor-
dinated all events.
The chapters in this volume are all original, except for the chapter on
India (Chap. 5) by Ravi Ahuja, who joined the group at a late stage and
contributed a revised and shortened version of an earlier article. In addi-
tion to this volume, the fellows of the social science subgroup of the
Research Group have also produced a number of articles,1 and the law
group is editing their own volume.
Large-scale research endeavours incur many debts. First of all, I thank
the ZiF and its staff for enabling this Research Group and providing a
tremendously supportive environment for the fellows. The staff was
extremely committed to serving the needs of the fellows, and the Centre’s
financial and non-financial support was generous and unbureaucratic. I
particularly thank Nesrin Ak, Thomas Balls-Thies, Daniela Brinkmann,
Hans-Jürgen Brinkmann, Andreas Hellwig-Sellin, Marina Hoffmann,
Mary Kastner, Britta Padberg, Katharina Peters, Marc Schalenberg,
Claudia Schumacher and her team, Claudia Schunck, Mo Tschache,
Trixi Valentin, and others at the ZiF.
I am also deeply indebted to Maria Virginia Lorena Ossio Bustillos,
who served as coordinator of the Research Group. Lorena contributed to
the Group’s work both as a scholar, providing her legal expertise and
Latin American experience to the Group, and as an impeccable Group
1
Hu, Aiqun (2016) Social insurance ideas in the People’s Republic of China: a historical and trans-
national analysis. Transnational Social Review 6, 3: 297–312; Ondetti, Gabriel (2016) The social
function of property, land rights, and social welfare in Brazil. Land Use Policy 50: 29–37; Shi, Shih-
Jiunn (2017) Reviving the dragon: social ideas and social policy development in Modern China.
Issues & Studies: A Social Science Quarterly on China, Taiwan, and East Asian Affairs 53, 3: 1–25;
Pellissery, Sony, Amrutha Jose Pampackal, and Partha Bopaiah (2015) Caste and distributive jus-
tice: can social policy address durable inequalities? Social Policy & Administration 49, 6: 785–800;
Pellissery, Sony and Ivar Lødemel (2020) Property and social citizenship: social policy beyond the
North. Social Policy and Society 19, 2: 275–292 (the lead article of a themed section on “Property
and Social Citizenship” edited by the authors).
Preface and Acknowledgements xi
Part I Introduction 1
Part II China 53
xiii
xiv Contents
Part III India 119
Part V Brazil 301
Part VI Conclusion 381
Index 429
Notes on Contributors
xvii
xviii Notes on Contributors
Public Policy Review. Her book China’s Social Insurance in the Twentieth
Century: A Global Historical Perspective (2015) covers both Taiwan and
mainland China, and applies a unique global perspective.
Lena Lavinas is Professor of Welfare Economics at the Federal University
of Rio de Janeiro, Institute of Economics. She is a member of the School
of Social Science at the Institute for Advanced Study in Princeton. As of
late, she has been working on the impact of financialized capitalism on
welfare regimes. Her topics of interest include healthcare and the links
between private and public provision, the financialization of college edu-
cation, the prevalence of monetary transfers over provisions in kind and
the collateralization of social policy. She wrote the book The Takeover of
Social Policy by Financialization. The Brazilian Paradox (Palgrave 2017).
Journals in which her articles have appeared include the New Left Review,
Development and Change, Latin American Perspective, New Political
Economy, and the International Social Security Review.
Lutz Leisering is Professor Emeritus of Social Policy in the Faculty of
Sociology, Bielefeld University, Germany, and founding member of the
Institute for World Society Studies. He holds a PhD (econ.) from the
London School of Economics, and Diploma (MPhil) in sociology from
Bielefeld University and in mathematics from Bonn University. He has
done research on social policy in Europe and the Global South, especially
on old-age security, social assistance, international organizations, and the
global diffusion of ideas. His articles have appeared in leading social pol-
icy and sociology journals, including Journal of Social Policy, International
Journal of Social Welfare, Global Social Policy, and Journal of International
Relations and Development. He has published monographs with
Cambridge University Press (1999) and Oxford University Press (2019,
The Global Rise of Social Cash Transfers) and has edited a five-volume work
on German social policy (Springer 2013). He is a national and interna-
tional policy adviser and member of the Executive Board of HelpAge
Germany.
Gabriel Ondetti is Professor of Political Science at Missouri State
University. His research has focused on fiscal and land rights issues in
Latin America. His projects include a study of the political economy of
Notes on Contributors xix
the tax burden and an examination of the diffusion and impact of the
concept of the social function of property. Ondetti’s research has appeared
in scholarly journals such as Global Social Policy, Journal of Latin American
Studies, Land Use Policy, and Latin American Politics and Society. He has
written books on the Brazilian land reform movement (2008) and the
politics of taxation in Latin America (Cambridge University Press,
forthcoming).
Sony Pellissery is a professor and Director of the Institute of Public
Policy, National Law School of India University, Bengaluru. He is a pub-
lic policy specialist with special interest in distributive justice across a
broad range of issues. After his doctoral degree from Oxford University,
he served as an associate professor at the Institute of Rural Management,
Anand. In 2009 he won the India Social Science Research award for his
academic contributions. His monograph The Politics of Social Protection
in Rural India (2009) investigates the limits of policies to reach the poor-
est sections where social forces constrain the state. His articles have
appeared, among others, in Journal of Social Policy, International Journal
of Social Welfare, Gender and Development, Journal of Social Quality, and
Social Policy and Society.
Jeremy Seekings is Professor of Political Studies and Sociology and
Director of the Centre for Social Science Research at the University of
Cape Town, South Africa, and Visiting Professor of Political Science and
African Studies at Yale University. He holds a BA and DPhil Oxon. He is
among the pioneers of a theoretically founded and empirically based
comparative study of welfare state-building in the Global South, covering
Africa, Latin America, and the Caribbean. He also specializes in the poli-
tics and economics of distribution and redistribution in South Africa, in
the sociology of work, and race and class in comparative perspective. His
interests concern the making and implementation of welfare policy in
Africa and the Caribbean from the late colonial period to the present. His
numerous contributions to journals include articles in the Journal of
African History, Current Sociology, and the Journal of Imperial and
Commonwealth History. His most recent book is a co-edited volume, The
Politics of Social Protection in Eastern and Southern Africa (2019).
xx Notes on Contributors