Developmental Welfare States in Africa: Conceptualisation and Classification
- 作者: Seresova U.I.1
-
隶属关系:
- RUDN University
- 期: 卷 27, 编号 4 (2025): Politics in Africa and Africa in Politics
- 页面: 775-792
- 栏目: MACRO-REGIONAL ISSUES
- URL: https://journals.rcsi.science/2313-1438/article/view/365380
- DOI: https://doi.org/10.22363/2313-1438-2025-27-4-775-792
- EDN: https://elibrary.ru/GEQECP
- ID: 365380
如何引用文章
全文:
详细
The concept of welfare state based on the criteria that G. Esping-Andersen elaborated for developed capitalist economies - OECD member-states. The problem of the possibility of implementation of this concept in African states forms the key research question of the paper. We study various theoretical and empirical classifications of approaches adapting and transferring the methodology of welfare states towards developing countries and Africa, in particular, including the ones introducing the notions of developing welfare state and meta-welfare regimes. The limitations of the implementation of this concept in Africa are connected to the absence of democratic regimes, low level of economic development and certain weakness of state as a political actor. Precommodification happening in Africa in the late 20th century while commodification was giving way to decommodification in the developed economies is in fact the main peculiarity of Africa from the viewpoint of welfare state criteria. The adapted criteria enable the usage of new terms within the academic discourse like productive, protective and dual regimes; informal security regimes and insecurity regimes; labour reserve economies and cash crop economies; Middle African and Southern African models of social protection, etc. Comparing these theoretical approaches to an empirical classification of states according to the level of Human Development Index, and taking into consideration the known worldwide rise of the index for the last decades together with the presence of state social protection programmes in Africa, we can argue that an original developing welfare state exists on the African continent which we suggest to name ‘welfare state with adjectives’. The diversity of its representations under the conditions of the absence of any unite African model of welfare state depends on the heritage of the colonial past and postcolonial transition, religion, the level of economic development, differentiated dependence on the international community and capacity of state to fulfil social functions on its own.
作者简介
Uliana Seresova
RUDN University
编辑信件的主要联系方式.
Email: seresova_ui@pfur.ru
ORCID iD: 0009-0008-7747-5625
PhD in Political Science, Associate Professor, Department of Tourism and Service, Department of Comparative Politics
Moscow. Russian Federation参考
- Abu, Sharkh, M., & Gough, I. (2010). Global welfare regimes: A cluster analysis. Global Social Policy, 10(1), 27–58. http://doi.org/10.1177/1468018109355035.
- Aspalter, C. (2006). The East Asian welfare model. International Journal of Social Welfare, 15, 290–301. http://doi.org/10.1111/j.1468-2397.2006.00413.x.
- Büchs, M. (2021). Sustainable Welfare: Independence between growth and welfare has to go both ways. Global Social Policy, 21(2), 323–327. http://doi.org/10.1177/14680181211019153. EDN: FZHYUW.
- Castles, F.G. (2002). The future of the welfare state: Crisis myths and crisis realities. International Journal of Health Services, 32(2), 255–277. http://doi.org/10.2190/GJ9M-WUGX-DMJ2-35PA.
- Cerami, A. (2013). Permanent emergency welfare regimes in Sub-Saharan Africa: The exclusive origins of dictatorship and democracy. London: Palgrave Macmillan UK. http://doi.org/10.1057/9781137318213. EDN: VJPBVJ.
- Devereux, S., & Lund, F. (2010). The political economy of social policy and social security in Sub-Saharan Africa. In V. Padayachee (Ed.), The political economy of Africa (pp. 170–189). London & New, York: Routledge.
- Dorlach, T. (2021). The causes of welfare state expansion in democratic middle‐income countries: A literature review. Social Policy & Administration, 55(5), 767–783. http://doi.org/10.1111/spol.12658. EDN: EWQGJW.
- Esping-Andersen, G. (1990). The three worlds of welfare capitalism. Cambridge: Polity Press.
- Esping-Andersen, G. (1999). Social foundations of postindustrial economies. Oxford: Oxford University Press.
- Esping-Andersen, G., & Kolberg, J.E. (1991). Decommodification and work absence in the welfare state. International Journal of Sociology, 21(3), 77–111. http://doi.org/10.1080/15579336.1991.11770014.
- Ferrera, M. (2000). Reconstructing the welfare state in Southern Europe. In S. Kuhnle (Ed.), The survival of the European welfare state (pp. 184–200). London: Routledge. http://doi.org/10.4324/9780203380314-18.
- Ferrera, M. (2005). Welfare states and social safety nets in Southern Europe: An introduction. In M. Ferrera (Ed.), Welfare state reform in southern Europe: Fighting Poverty and Social Exclusion in Italy, Spain, Portugal and Greece (pp. 1–23). London & New, York: Routledge.
- Genschel, P. (2004). Globalization and the welfare state: A retrospective. Journal of European Public Policy, 11(4), 613–636. http://doi.org/10.1080/1350176042000248052.
- Gough, I. (2013). Social policy regimes in the developing world. In P. Kenneth (Ed.), A handbook of comparative social policy, 2nd ed. (pp. 205–224). Cheltenham, UK: Edward Elgar Publishing Ltd.
- Han, S. (2023). Welfare regimes in Asia: Convergent or divergent? Humanities and Social Sciences Communications, 10(818), 1–14. http://doi.org/10.1057/s41599-023-02337-y. EDN: YBWYOO.
- Kalashnikov, S.V. (2002). Functional theory of welfare state. Moscow: Economika. (In Russian).
- Karasev, D. (2022). Welfare regimes in developing countries. The Journal of Social Policy Studies, 20(4), 697–708. (In Russian) http://doi.org/10.17323/727-0634-2022-20-4-697-708. EDN: TYAXPG.
- Kühner, S. (2015). The productive and protective dimensions of welfare in Asia and the Pacific: Pathways towards human development and income equality? Journal of International and Comparative Social Policy, 31(2), 151–173. http://doi.org/10.1080/21699763.2015.1047395.
- Künzler, D., & Nollert, M. (2017). Varieties and drivers of social welfare in Sub-Saharan Africa: A critical assessment of current research. Sozialpolitik.ch, 2, 1–23. http://doi.org/10.18753/2297-8224-94.
- Kwon, H.J. (2009). The reform of the developmental welfare state in East Asia. International Journal of Social Welfare, 18(s1), 12–21. http://doi.org/10.1111/j.1468-2397.2009.00655.x.
- Lee, Y.-J., & Ku, Y.-W. (2007). East Asian welfare regimes: Testing the hypothesis of the developmental welfare state. Social Policy & Administration, 41(2), 197–212. http://doi.org/10.1111/j.1467-9515.2007.00547.x.
- Lumumba-Kasongo, T. (2006). The welfare state within the context of liberal globalisation in Africa: Is the concept still relevant in social policy alternatives for Africa? African Journal of International Affairs, 9(1–2), 1–40. http://doi.org/10.4314/ajia.v9i1-2.57240.
- Mkandawire, T. (2016). Colonial legacies and social welfare regimes in Africa: An empirical exercise (UNRISD Working Paper, No. 2016–4). Geneva: United Nations Research Institute for Social Development (UNRISD). Retrieved May 21, 2025 from https://hdl.handle.net/10419/148763
- Murphy, M.P., & McGann, M. (2022). Introduction: Towards a sustainable welfare state. Social Policy and Society, 21(3), 439–446. http://doi.org/10.1017/S1474746421000853. EDN: XESLIB.
- Niño-Zarazúa, M., Barrientos, A., Hulme, D., & Hickey, S. (2010). Social protection in sub-Saharan Africa: Will the green shoots blossom? (Brooks World Poverty Institute Paper No. 116). Manchester: Brooks World Poverty Institute. Retrieved May 21, 2025 from https://mpra.ub.uni-muenchen.de/22422/
- Niño-Zarazúa, M., Barrientos, A., Hulme, D., & Hickey, S. (2012). Social protection in Sub-Saharan Africa: Getting the politics right. World Development, 40(1), 163–176. http://doi.org/10.1016/j.worlddev.2011.04.004.
- Piskunov, D.S. (2022). The model of the workfare state. Obrazovaniye. Nauka. Nauchnyye kadry = Education. Science. Scientific personnel, 1, 31–33. (In Russian) http://doi.org/10.24411/2073-3305-2022-1-31-33. EDN: TORKUY.
- Rudra, N. (2007). Welfare states in developing countries: Unique or universal? The Journal of Politics, 69(2), 378–396. http://doi.org/10.1111/j.1468-2508.2007.00538.x.
- Sidorina, T.Yu. (2012). The “welfare state” campaign: Has it decided the problems of the ideal state? Terra Economicus, 10(3.1), 84–99.
- Swank, D. (2005). Globalisation, domestic politics, and welfare state retrenchment in capitalist democracies. Social Policy and Society, 4(2), 183–195. http://doi.org/10.1017/S1474746404002337. EDN: HLCWFR.
- Tangian, A. (2007). European flexicurity: Concepts, methodology and policies. Transfer: European Review of Labour and Research, 13(4), 551–573. http://doi.org/10.1177/102425890701300404.
- Van, Kersbergen, K., & Hemerijck, A. (2012). Two decades of change in Europe: The emergence of the social investment state. Journal of Social Policy, 41(3), 475–492. http://doi.org/10.1017/S0047279412000050.
- Vis, B. (2007). States of welfare or states of workfare? Welfare state restructuring in 16 capitalist democracies, 1985–2002. Policy & Politics, 35(1), 105–122. http://doi.org/10.1332/030557307779657720.
- Wilthagen, T., & Tros, F. (2004). The concept of ‘flexicurity’: A new approach to regulating employment and labour markets. Transfer: European Review of Labour and Research, 10(2), 166–186. http://doi.org/10.1177/102425890401000204.
- Yang, N., & Kühner, S. (2020). Beyond the limits of the productivist regime: Capturing three decades of East Asian welfare development with fuzzy sets. Soцcial Policy & Society, 19(4), 613–627. http://doi.org/10.1017/S147474641900054X. EDN: NLQKKQ.
- Zakharyan, D.A. (2016). Welfare state: Milestones of development and the current status. RUDN Journal of Sociology, 16(3), 649–658. (In Russian).
- Zylan, Y., & Soule, S.A. (2000). Ending welfare as we know it (again): Welfare state retrenchment, 1989–1995. Social Forces, 79(2), 623–652. http://doi.org/10.1093/sf/79.2.623. EDN: EOPTPF
补充文件

