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  4. The causes of welfare state expansion in democratic middle-income countries: A literature review
 
Zitierlink DOI
10.26092/elib/960
Verlagslink DOI
10.1111/spol.12658

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

Veröffentlichungsdatum
2021-09
Autoren
Dorlach, Tim  
Zusammenfassung
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.
Schlagwörter
social policy

; 

middle-income countries

; 

welfare state

; 

Global South

; 

literature review
Institution
Universität Bremen  
Fachbereich
Zentrale Wissenschaftliche Einrichtungen und Kooperationen  
Institute
Forschungszentrum Ungleichheit und Sozialpolitik (SOCIUM)  
Dokumenttyp
Artikel/Aufsatz
Zeitschrift/Sammelwerk
Social Policy & Administration  
Band
55
Heft
5
Startseite
767
Endseite
783
Zweitveröffentlichung
Ja
Dokumentversion
Published Version
Lizenz
http://creativecommons.org/licenses/by/3.0/de/
Sprache
Englisch
Dateien
Lade...
Vorschaubild
Name

Dorlach 2021 SPA.pdf

Size

1.48 MB

Format

Adobe PDF

Checksum

(MD5):5d072281707119b5c772575e43c91f30

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