Southern Centre for Inequality Studies (SCIS) - (Working papers)
Permanent URI for this collectionhttps://hdl.handle.net/10539/38293
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Item The Care-Climate Nexus - A Conceptual Framework(2025-01) Phalatse, Sonia; Taylor, Julia; Valodia, ImraanAs is widely acknowledged and evidenced, climate change threatens food security and sovereignty; water availability, accessibility and quality; health and livelihoods. Where women bear the primary responsibility of unpaid care work such as food provision, water collection, and care for the young, sick and elderly, climate change disproportionately disadvantages them. This applies to the work of care and, more broadly, to social reproduction. Climate change thus contributes to an ongoing crisis of care, exacerbating the injustices associated with women carrying a disproportionate share of unpaid care. As such, fostering a value for care could be a means through which social and environmental inequalities are equally addressed in an ecological transition. This paper expands on the conceptual linkages of a care-climate nexus, with the aim of supporting climate policy.Item Price discrimination in merger review in South Africa: Implications of recent case precedent(Southern Centre for Inequality Studies (SCIS) University of the Witwatersrand, Johannesburg, 2025-02-12) Leuner, RahmaMergers have the potential to give firms access to more data from which to draw insights about consumers. This may help firms to better discern which consumers are price insensitive or captive, or exhibit behavioural biases, that they can exploit by charging them higher prices or nudging them towards higher priced options. Based on recent case precedent, we believe that the transfer or sharing of data or techniques in mergers involving price-discriminating firms may be sufficient for meeting the requirement of merger-specificity without there needing to be an increase in market power. Recent local case precedent also provides insight into when mergers impact on just a small group of consumers are likely to matter. It suggests that the competition authorities in the country should be more concerned where consumers are vulnerable and where access to the services/products is particularly important to this group.Item Budget 2025 Preview: Pressures and tensions along the austerity road to fiscal sustainability(Southern Centre for Inequality Studies, 2025-02) Sachs, Michael; Amra, Rashaad; Madonko, Thokozile; Willcox, OwenThis policy brief, ahead of the tabling of the 2025 Budget Review, considers the policy context and the fiscal and economic environment in which the Budget will be tabled. It considers the merits, limitations, and likely consequences of the government’s approach to budget policy over the medium term, as contained in the 2024 Medium-Term Budget Policy Statement (MTBPS), which redoubled efforts to consolidate public finances while attempting to promote capital spending. Since the MTBPS, several material expenditure pressures have emerged, some of which were flagged in the Public Economy Project’s (PEP) 2024 MTBPS analysis, and the economic outlook has been revised. Based on this, the Public Economy Project’s revised outlook for public finance finds that the government’s ambitious plan to stabilise debt over the medium term is unlikely to be realised.Item Intersectionality in Action: learnings, challenges & recommendations from IDRC-supported research in the global South(Southern Centre for Inequality Studies (SCIS), 2023) Dawson, Hannah J.; Lynch, Ingrid; Mhlana, Siviwe; Mokhema, SeipatiThe call for integrating intersectionality into development research and practice has surged in recent years. Advocates consider it a crucial perspective for understanding the interconnected forms in which oppression manifests and is experienced by marginalised groups of people. This approach is seen as valuable in crafting targeted, context-specific policy interventions to address diverse social problems. Despite its growing prominence and alignment with social justice agendas, confusion persists about what intersectionality entails. Ongoing debates centre on its origins, purpose and distinctiveness when compared to other conceptual tools and transformative methodologies. Existing intersectionality research often prioritises scholarship from the global North, particularly North America, which overlooks the diverse realities and perspectives of the global South. It is essential to highlight that intersectionality, as both a concept and a way of thinking, was present in various feminist traditions in the global South well before gaining prominence in the United States and academic discourse. Given the lack of a precise definition for intersectionality, scholars and practitioners increasingly emphasise the importance of investigating its application in specific research contexts and practical applications. The collaborative initiative "Promoting Intersectional Development Research," led by the Southern Centre for Inequality Studies (SCIS) at the University of the Witwatersrand and Canada's International Development Research Centre (IDRC), has provided an opportunity to interrogate the concept of intersectionality and critically evaluate its relevance for development research in and for the global South. The principal objective of this project is to “understand, inform and promote intersectional approaches to development research” across different programme initiatives of the IDRC. More specifically, the project aims to: 1. Document the diverse application of an intersectional approach in IDRC-supported research projects. 2. Synthesise the lessons on the benefits, limits and barriers of incorporating an intersectional approach into research, and identify opportunities and challenges for applying intersectionality to research dissemination, policy application and engagement. 3. Identify the needs for strengthening capacity among IDRC staff and partners to enhance understanding and facilitate practical learning about the application of an intersectional lens to development research. To achieve these objectives, SCIS partnered with eight organisations to examine their application of intersectionality in an IDRC-supported research project. The resulting case studies demonstrate intersectionality in action, exploring how diverse researchers and practitioners apply its concepts and principles. These studies reflect on the relevance and usefulness of employing an intersectional lens within diverse contexts and projects that employ a range of epistemological and methodological approaches. They offer insights into both the alignment and tensions associated with adopting an intersectional lens.Item Tax the super-rich for the right to the city(Southern Centre for Inequality Studies, 2024-10-07) Veloso, SérgioThe inequality in Brazilian cities is evident: few live in luxury while the majority face precarious conditions. High-end apartments drive up rents, forcing out long-time residents. This scenario reflects an injustice that needs to be addressed. The richest 1% in Brazil owns almost half of the wealth, while millions survive with difficulty. This concentration worsens social exclusion in cities. During the recent G20 Finance Ministers meeting, Brazil proposed a 2% tax on the super-rich, which could generate 250 billion dollars per year. These resources could improve infrastructure, housing and community services. This engagement paper contributes to the ongoing discourse around tax reform in Brazil and unpacks Brazil's regressive system, and outlines how taxing the wealthy can contribute to reclaiming cities and restoring justice.Item Taxar os super-ricos pelo direito à cidade!(Southern Centre for Inequality Studies, 2024-10-02) Veloso, SérgioA desigualdade nas cidades brasileiras é evidente: poucos vivem em luxo enquanto a maioria enfrenta a precariedade. Apartamentos de alto padrão elevam os aluguéis, expulsando moradores antigos. Esse cenário reflete uma injustiça que precisa ser combatida. O 1% mais rico no Brasil detém quase metade da riqueza, enquanto milhões sobrevivem com dificuldade. Essa concentração agrava a exclusão social nas cidades. Durante a recente reunião de Ministros de Finanças do G20, o Brasil propôs uma taxa de 2% sobre os super-ricos, que poderia gerar 250 bilhões de dólares por ano. Esses recursos poderiam melhorar infraestrutura, moradias e serviços comunitários.Item The Effects of Public Investment in the Green and Care Economies and Public Infrastructure in South Africa(2024) Onaran, Ozlem; Oyvat, CemThis paper argues that a comprehensive mix of policy tools is essential to catalyse the urgent public investment required to address South Africa's growth, inequality, care, and climate change crises. According to the National Treasury, from 2010 to 2019, South Africa's growth averaged only 1.75% annually, a figure further reduced when factoring in the COVID-19-impacted years of 2020 and 2021. Fiscal policy involves decisions regarding government spending levels, tax revenue generation, and borrowing. Since 2013, a fiscal consolidation strategy has been in place to curb public spending growth, resulting in decreased expenditures on public services due to rising debt service costs. This paper argues that increasing public spending on the care economy, green economy, and public infrastructure would boost GDP and employment, thereby altering public debt/GDP ratios. It advocates expansionary fiscal policies, clear development targets, and coordinated fiscal, monetary, industrial, labour, and social policies.Item Towards a gender just transition: Principles and perspectives from the global South(University of the Witwatersrand, Johannesburg, 2024-06-19) Cerise, Somali; Cook, Sarah; Lehmann-Grube, Katrina; Taylor, Julia; Valodia, ImraanA ‘just transition’ broadly refers to the principles, processes and practices used to ensure that transitions to a low-carbon economy are socially just. Gender justice, however, frequently remains marginal to mainstream debates and policies – whether about climate finance, technological solutions, corporate management approaches – or indeed most government transition strategies. This paper argues that ensuring a transition that delivers gender justice is both critical and urgent. Without explicit attention to, and clear prioritisation of gender justice across transition policies, climate change ‘solutions’ risk replicating or reinforcing structural gender inequalities. Examples of such risk include women’s continued limited access to economic opportunities, employment and social protection; their over-representation in precarious work; and women’s primary responsibility for social reproduction and care. Communities with few livelihood options and limited access to services rely heavily on natural resources to survive. These resources are vital to the provision of care and may be severely affected by environmental degradation. Care responsibilities expose women disproportionately to climate and environmental impacts. Women are the household members most likely to bear the burden of adapting to climate change. These realities reduce the likelihood that any climate transition can be just without a clear focus on the policies, strategies and implementation processes needed to achieve gender justice. This paper asks what a gender just transition could and should look like, particularly in the global South. Based on an extensive review of conceptual and empirical literatures from a range of disciplinary perspectives, we examine how different approaches address – or ignore – gender dimensions of (in)justice in thinking about low-carbon transitions. We go on to offer a more expansive view of justice informed by perspectives drawn from feminist theory, and combine this with the pillars of distributive, procedural, recognitive and restorative justice.Item Corporate financialisation: a conceptual clarification and critical review of the literature(Southern Centre for Inequality Studies, 2024-05) Reddy, Niall; Rabinovich, JoelCorporate financialisation (CF) comprises a major field of financialisation studies centred on the belief that significant changes in corporate governance and business models have been driven by financial imperatives, which have had a profound impact on investment habits, labour policies, organisational practices and the distribution of revenues. Experiencing explosive growth in recent years, this field has become mired in conceptual ambiguity, mirroring problems with financialisation studies as a whole. While seeking to restore some conceptual clarity and clearly delineate the boundaries of the concept, this paper offers a detailed review of empirical work on CF. At the core of the field, we identify four sub-theories, each addressing distinct aspects of the way business models have become financialised under the influence of shareholder value principles. Our dissection of the literature shows, however, that these theories mostly remain under-substantiated. The connection of financialisation strategies to key outcomes of interest, such as declining investment and rising inequality, remains nebulous in most cases. Beyond this, we identify key weaknesses in the way shareholder value orientation – the causal lynch pin of CF accounts – has been theorised. The field as a whole has paid insufficient attention to the variegated and uneven nature of the shareholder revolution, which has prevented a single uniform set of governance principles from diffusing. We also argue that the tendency to dilute definitions of corporate financialisation across explanans and explanandum has masked problems of verification. The critique concludes with a call for conceptual clarity and more care in distinguishing financialisation from causal channels associated with other structural dynamics, such as monopolisation.Item AI–Citizens’ relationship: Analysing Egypt and Mauritius national AI strategies(University of the Witwatersrand, Johannesburg, 2023-09) Hendawy, Mennatullah; Ansari, ZahraRecently, in the African context, there has been a great appetite for digitising services, more specifically infrastructure services, and using artificial intelligence (AI). To facilitate the development of AI, governments publish national AI strategies (NAS). In this context, governments across Africa started to issue national AI strategies to keep up with the advancements in AI (see Bareis and Katzenbach, 2022). So far, few African countries have published national AI strategies (Digiwatch, 2020; TRT Afrika, 2023). Mauritius and Egypt are the only African countries with a publicly available national strategy outlining vision and objectives (Onyango, 2022). There is an increased use of artificial intelligence (AI) in infrastructures that support the many functions performed by society. For example, public transportation, (renewable) energy, education and workplaces have all included AI and smart technology in their infrastructure. Building on the need to ensure access to AI infrastructure as it continues to disrupt African cities, this paper uses the understandings from the analytical framework of infrastructure citizenship to analyse Egypt and Mauritius NASs in order to explore the following: How is the relationship between citizens and infrastructure (AI applications) portrayed in each strategy? and How are AI applications framed in both strategies to improve or hinder the relationship between citizens and infrastructure?