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Abstract

This chapter analyses models of social protection. The author (Matthieu Clément) first discusses several recent programmes and proceeds by implementing Esping-Andersen’s analytical framework accounting for the plurality of social protection logics and actors. He finds that the two main dimensions that help differentiate social protection types across countries are the extent of decommodification and the extent of informal social protection. Four models of social protection are identified. Although China, India or Brazil, together with Latin American reformers, all fall into the USA-like liberal type, the other emerging countries fall into the social insecurity model, with migrant remittances playing a key role in bolstering family income in the country of origin. The last two models, which are specific to developing economies, are described in detail.

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Notes

  1. 1.

    The effect of globalization is ambiguous. Two conflicting hypotheses have been proposed in the literature (Garrett 2001). The efficiency hypothesis posits that as a result of globalization, governments are subject to the pressure of efficiency and competitiveness, which may undermine interventionism and the welfare state (Evans 1997; Mishra 1999). The compensation hypothesis, however, argues that, by increasing inequality and social insecurity, globalization leads governments to expand the public economy in order to compensate the losers of globalization (Rodrick 1997; Quinn 1997).

  2. 2.

    See the survey by Bambra (2007).

  3. 3.

    The concept of the developmental model was initially proposed by Johnson (1982) to describe the Japanese model.

  4. 4.

    See Kasza (2002).

  5. 5.

    The productive regime is found in countries such as Chile, Costa Rica, Korea, Malaysia, Singapore and Thailand. The protective regime is associated with Bolivia, Egypt, India, Morocco and Tunisia. The dual regimes concern four Latin American countries (Argentina, Brazil, Mexico, and Uruguay).

  6. 6.

    The sources are presented in Table 7.5 in the Appendix.

  7. 7.

    It should be noted that complete information is available for 54.5% of the countries, with only 23.8% of them having a single missing variable.

  8. 8.

    The excluded countries are Angola, Eritrea, Iraq, Kuwait, Liberia, Myanmar, North Korea, Puerto Rico, Somalia, the Virgin Islands and Zambia.

  9. 9.

    It should be noted that those variables do not affect the construction of principal components.

  10. 10.

    The so-called relevant partition, i.e. the relevant number of clusters, is derived from the analysis of the dendrogram and the analysis of two indicators respectively measuring (i) the improvement of the inter- to intra-cluster variance ratio from one given partition to another and (ii) the impact of k-means consolidation on that ratio.

  11. 11.

    More exactly, the standardized Euclidean distance between those countries and the barycentre is less than half the median distance.

  12. 12.

    As noted by Kritzer (2001), there are certain variations. Several countries, including Argentina and Uruguay, have introduced mixed systems that combine pay-as-you-go and private individual accounts, while the systems in Chile and Bolivia have been entirely privatized.

  13. 13.

    In India, the public distribution system is an instrument for ensuring the availability of essential food items such as rice, wheat and sugar at affordable prices. In 1997, the targeted public distribution system replaced the old universal public distribution system, and only provides food assistance to the poor.

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Appendix

Appendix

Table 7.5 Statistical sources
Table 7.6 Simple correlations between active variables
Table 7.7 Data summary statistics (means and standard deviations), 143 countries

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Clément, M. (2017). Social Protection. In: Rougier, E., Combarnous, F. (eds) The Diversity of Emerging Capitalisms in Developing Countries. Palgrave Macmillan, Cham. https://doi.org/10.1007/978-3-319-49947-5_7

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