2020
DOI: 10.1111/spol.12658
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The causes of welfare state expansion in democratic middle‐income countries: A literature review

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,… Show more

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Cited by 36 publications
(38 citation statements)
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“…The political approach stresses that ‘democratic deepening, that is, increasing political freedom levels after a successful democratic transition, further drives the expansion of social programmes’ (Dorlach, 2020: p. 6). Two logical explanations to support this statement could depart from two points of view, that is, the partisan ideology thesis and democratisation thesis.…”
Section: The Causes Of Social Policy Expansion In East Asian Welfare Regimesmentioning
confidence: 99%
“…The political approach stresses that ‘democratic deepening, that is, increasing political freedom levels after a successful democratic transition, further drives the expansion of social programmes’ (Dorlach, 2020: p. 6). Two logical explanations to support this statement could depart from two points of view, that is, the partisan ideology thesis and democratisation thesis.…”
Section: The Causes Of Social Policy Expansion In East Asian Welfare Regimesmentioning
confidence: 99%
“…Gerovės valstybėmis vadinamos šalys, kurios užtikrina ekonominį ir socialinį saugumą savo piliečiams (Öktem, 2020). Praktiniame politikos formavimo diskurse gerovės valstybės esminiu rodikliu yra valstybės išlaidos socialinės apsaugos sričiai (Dorlach, 2020). Öktem (2020) siūlo gerovės valstybėmis laikyti šalis, kurios socialinei politikai skiria daugiau nei pusę savo BVP.…”
Section: Gerovės Valstybės Koncepcijaunclassified
“…Moksliniame diskurse gerovės valstybės terminu irgi apibūdinamos šalys, kurios skiria didelę dalį nacionalinių pajamų socialinės politikos įgyvendinimui (Dorlach, 2020). Tokių tarpe paminėtinos Švedija, Vokietija, Olandija ir kt.…”
Section: Gerovės Valstybės Koncepcijaunclassified
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“…To date, studies have examined different policy sectors and instruments, such as the spread of conditional cash transfers and social assistance transfers in non‐OECD countries (Barrientos, 2013; Leisering, 2019; Morais de Sá e Silva, 2017), labor and education/vocational training systems (Schneider, 2013), pensions (Brooks, 2005; Hujo, 2014), public health (Wong, 2004), or "social policy by other means" (Seelkopf & Starke, 2019). Such studies have frequently focused on specific regions in the Global South (for Regional Issues of this journal on social policy in Asia and Latin America, see Mok, Kühner, & Yeates, 2017; Arza & Greve, 2018; for a recent review, see Dorlach, 2020).…”
Section: Introductionmentioning
confidence: 99%