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Citation link: https://doi.org/10.26092/elib/960

Publisher DOI: https://doi.org/10.1111/spol.12658
Dorlach 2021 SPA.pdf
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The causes of welfare state expansion in democratic middle-income countries: A literature review


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Authors: Dorlach, Tim  
Abstract: 
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.
Keywords: social policy; middle-income countries; welfare state; Global South; literature review
Issue Date: Sep-2021
Journal/Edited collection: Social Policy & Administration 
Start page: 767
End page: 783
Note: 5
Band: 55
Type: Artikel/Aufsatz
ISSN: 1467-9515
DOI: 10.26092/elib/960
URN: urn:nbn:de:gbv:46-elib51631
Institution: Universität Bremen 
Faculty: Zentrale Wissenschaftliche Einrichtungen und Kooperationen 
Institute: Forschungszentrum Ungleichheit und Sozialpolitik (SOCIUM) 
Appears in Collections:Forschungsdokumente

  

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