Hostname: page-component-cd9895bd7-dzt6s Total loading time: 0 Render date: 2024-12-21T21:50:20.017Z Has data issue: false hasContentIssue false

Democracy and Social Policy in Brazil: Advancing Basic Needs, Preserving Privileged Interests

Published online by Cambridge University Press:  02 January 2018

Wendy Hunter
Affiliation:
University of Texas, Austin. wendyhunter@austin.utexas.edu
Natasha Borges Sugiyama
Affiliation:
University of Wisconsin, Milwaukee. sugiyamn@uwm.edu

Abstract

Has democracy promoted poverty alleviation and equity-enhancing reforms in Brazil, a country of striking inequality and destitution? The effects of an open, competitive political system have not been straightforward. Factors that would seem to work toward this goal include the voting power of poor people, the progressive 1988 Constitution, the activism of social movements, and governance since 1995 by presidents affiliated with center-left and left parties. Yet these factors have been counterbalanced by the strong political influence and lobbying power of organized interests with a stake in preexisting arrangements of social protection and human capital formation. An analysis of four key federal sectors, social security, education, health care, and public assistance, illustrates the challenges for social sector reforms that go beyond raising basic living standards to enhancing socioeconomic inequality.

Type
Research Article
Copyright
Copyright © University of Miami 2009

Access options

Get access to the full version of this content by using one of the access options below. (Log in options will check for institutional or personal access. Content may require purchase if you do not have access.)

References

Abrantes Pêgo, Raquel, and Almeida, Célia. 2002. Ambito y papel de los especialistas en las reformas en los sistemas de salud: los casos de Brasil y México. Working Paper no. 299. Kellogg Institute, University of Notre Dame. September.Google Scholar
Ames, Barry. 1987. Political Survival: Politicians and Public Policy in Latin America. Berkeley : University of California Press.Google Scholar
Ansiliero, Graziela, and Henrique Paiva, Luís. 2008. The Recent Evolution of Social Security Coverage in Brazil. International Social Security Review 61, 3: 128.CrossRefGoogle Scholar
Arretche, Marta. 2000. Estado federativo e políticas sociais: determinantes da descentralização. Rio de Janeiro : Reven.Google Scholar
Arretche, Marta. 2004. Toward a Unified and More Equitable System: Health Reform in Brazil. In Crucial Needs, Weak Incentives: The Politics of Health and Education Reform in Latin America, ed. Kaufman, Robert R. and Nelson, Joan M.. Washington, DC : Woodrow Wilson Center Press/Johns Hopkins University Press. 155–88.Google Scholar
Baiocchi, Gianpaulo, ed. 2003. Radicals in Power: The Workers' Party and Experiments in Urban Democracy in Brazil. London : Zed Books.Google Scholar
Birdsall, Nancy, Bruns, Barbara, and Sabot, Richard H.. 1996. Education in Brazil: Playing a Bad Hand Badly. In Opportunity Forgone: Education in Brazil, ed. Birdsall, and Sabot, Richard H.. Washington, DC : Inter-American Development Bank/Johns Hopkins University Press. 747.Google Scholar
Briére, Bénédicte de la, and Rawlings, Laura B.. 2006. Examining Conditional Cash Transfer Programs: A Role for Increased Social Inclusion? World Bank Institute Social Safety Net Primer Series. June. <http://siteresources.world-bank.org/SOCIALPROTECTION/Resources/SP-Discussion-papers/Safety-Nets-DP/0603.pdf> Accessed October 8, 2007.Google Scholar
Brown, David, and Hunter, Wendy. 2004. Democracy and Human Capital Formation: Education Spending in Latin America, 1980–1997. Comparative Political Studies 37 (September): 842–64.Google Scholar
Buarque, Cristovam. 2004. Former Governor, Federal District. Author interview. Brasília, April 26.Google Scholar
Cohn, Amélia. 1989. Caminhos da reforma sanitária. Lua Nova 19: 123–40.Google Scholar
Collier, Ruth Berins, and Collier, David. 1991. Shaping the Political Arena: Critical Junctures, The Labor Movement, and Regime Dynamics in Latin America. Princeton : Princeton University Press.Google Scholar
Corrales, Javier. 1999. The Politics of Education Reform: Bolstering the Supply and Demand, Overcoming Institutional Blocks. Education Reform and Management series 2, 1. Washington, DC : World Bank.Google Scholar
Correia, Rogério. 2004. Former City Counselor, Belo Horizonte. Author interview. Belo Horizonte, March 29.Google Scholar
Dantas, Fernando. 2004. Nos grotões, o Brasil descobre políticas sociais que dão certo. Estado de São Paulo, October 17: A–12.Google Scholar
De Ferranti, David, Perry, Guillermo E., Francisco, H. Ferreira, G., and Walton, Michael. 2004. Inequality in Latin America: Breaking with History? Washington, DC : World Bank.Google Scholar
Deud, Claudia Augusta Ferreira. 2007. Quadro comparativo da legislação previdenciária. Brasília : Câmara dos Deputados, Consultoria Legislativa.Google Scholar
Draibe, Sônia. 2004. Federal Leverage in a Decentralized System: Education Reform in Brazil. In Crucial Needs, Weak Incentives: The Politics of Health and Education Reform in Latin America, ed. Kaufman, Robert R. and Nelson, Joan M.. Washington, DC : Woodrow Wilson Center Press/Johns Hopkins University Press. 375406.Google Scholar
Draibe, Sônia Miriam, Helena, Maria De Castro, Guimarães, and Azeredo, Beatriz. 1995. The System of Social Protection in Brazil. Democracy and Social Policy Series. Working Paper no. 3 (Spring). Kellogg Institute, University of Notre Dame.Google Scholar
Easterly, William. 2002. Inequality Does Cause Underdevelopment: New Evidence from Commodity Endowments, Middle Class Share, and Other Determinants of per Capita Income. Unpublished mss. Washington, DC : Center for Global Development, Institute for International Economics.Google Scholar
Economist. 2007. A Warning for Reformers: Latin Americans Expect More from the State and Less from the Market. Economist 385, 8554: November 15.Google Scholar
Escorel, Sarah. 1999. Reviravolta na saúde: origem e articulação do movimento sanitário. Rio de Janeiro : Fiocruz.CrossRefGoogle Scholar
Fajnzylber, Pablo, Lederman, Daniel, and Loayza, Norman. 1998. Determinants of Crime Rates in Latin America and the World. World Bank Latin America Caribbean Viewpoints Series no. 18544. October. Washington, DC : World Bank.Google Scholar
Ferreira, Francisco, Leite, Phillippe, and Ravallion, Martin. 2007. Poverty Reduction Without Economic Growth? Explaining Brazil's Poverty Dynamics, 1985–2004. Policy Research Working Paper 4431 (December). Washington, DC : World Bank.Google Scholar
Marió, Gacitúa, Estanislao, Michael Woolcock, and Von Bülow, Marisa. 2008. Overview: Assessing Social Exclusion and Mobility. In Social Exclusion and Moblity in Brazil, ed. Marió, Gacitúa and Woolcock, . Washington, DC : World Bank. 134.Google Scholar
Gitahy, Ana Carolina, and Pereira, Rafael. 2003. Brasil reduz pobreza mas mantém desigualdade. Jornal do Brasil, July 8. <http://www.jbonline.terra.com.br>.Google Scholar
Grindle, Merrilee. 2004. Despite the Odds: The Contentious Politics of Education Reform. Princeton : Princeton University Press.Google Scholar
Hall, Anthony. 2006. From Fome Zero to Bolsa Família: Social Policies and Poverty Alleviation under Lula. Journal of Latin American Studies 38, 4: 689709.Google Scholar
Hall, Anthony. 2008. Brazil's Bolsa Família: a Double-Edged Sword? Development and Change 39, 5: 799822.Google Scholar
Hoffmann, Rodolfo. 2003. Inequality in Brazil: the Contribution of Pensions. Revista Brasileira de Economia 57, 4: 755–73.CrossRefGoogle Scholar
Hsieh, Ching-Chi, and Pugh, M.D. 1993. Poverty, Income Inequality, and Violent Crime: a Meta-Analysis of Recent Aggregate. Criminal Justice Review 18: 182202.Google Scholar
Huber, Evelyne. 1996. Options for Social Policy in Latin America: Neoliberal versus Social Democratic Models. In Welfare States in Transition: National Adaptations in Global Economies, ed. Esping-Andersen, Gosta. London : Sage. 141–92.Google Scholar
Hunter, Wendy, and Power, Timothy J.. 2007. Rewarding Lula: Executive Power, Social Policy, and the Brazilian Elections of 2006. Latin American Politics and Society 49, 1 (Spring): 130.CrossRefGoogle Scholar
Instituto Paulo Montenegro. Indicador de Alfabetismo Funcional (INAF). 2007. Brazil . <http://www.ipm.org.br/index.php> Accessed February 29, 2008.+Accessed+February+29,+2008.>Google Scholar
Inter-American Development Bank (IADB). 1998. Facing Up to Inequality in Latin America: 1998–1999 Economic and Social Progress Report. Washington, DC : IADB.Google Scholar
IPEA Data. 2007. Freqüência Escolar data. Brasília : Instituto de Pesquisa Econômica Aplicada. <http://www.ipeadata.gov.br> Accessed November 14.+Accessed+November+14.>Google Scholar
Kingstone, Peter R. 2003. Democratic Governance and the Dilemma of Social Security Reform in Brazil. In Latin American Democracies in the New Global Economy, ed. Margheritis, Ana. Coral Gables : North-South Center Press. 221–40.Google Scholar
Latinobarómetro, . 2007. Informe Latinobarómetro 2007: Banco de datos em linea. Santiago, Chile : Latinobarómetro. <http://www.latinobarometro.org> Accessed November 19, 2007.Google Scholar
Lindert, Kathy. 2006. Brazil: Bolsa Família—Scaling Up Cash Transfers to the Poor. In MfDR: Principles in Action: Sourcebook on Emerging Good Practices, 1st ed. Paris/Washington, DC : OECD/World Bank. 6774. <http://www.mfdr.org/Sourcebook/3-1stEdition.html> Accessed October 12, 2007.Google Scholar
Madrid, Raúl L. 2003. Retiring the State: The Politics of Pension Privatization in Latin America and Beyond. Stanford : Stanford University Press.Google Scholar
Malloy, James. 1979. The Politics of Society Security in Brazil. Pittsburgh : University of Pittsburgh Press.Google Scholar
Mata, Lídice da. 2004. Former Mayor, Salvador. Author interview. Salvador, July 16.Google Scholar
McGuire, James. 2007. Politics, Policy, and Mortality Decline in East Asia and Latin America. Unpublished book mss.Google Scholar
Medeiros, Marcelo, Britto, Tatiana, and Soares, Fabio. 2007. Programas focalizados de transferência de renda no Brasil: contribuições para o debate. Discusssion Paper no. 1283. Brasília : Instituto de Pesquisa Econômica Aplicada (IPEA).Google Scholar
Medicí, Andre. 2002. Brasil: financiamento y gasto público en salud en los años noventa (resumen ejecutivo). Washington, DC : Social Programs Division, Inter-American Development Bank.Google Scholar
Mesa-Lago, Carmelo. 1978. Social Security in Latin America: Pressure Groups, Stratification, and Inequality. Pittsburgh : University of Pittsburgh Press.Google Scholar
Ministério da Educação. 2004. FUNDEF: Manual de Orientação. Brasília .Google Scholar
Ministério da Fazenda. Secretaria de Política Econômica. 2003. Gasto social do governo central. Brasília .Google Scholar
Ministério do Desenvolvimento Social. 2006. Programa Bolsa Família, guia do gestor. Brasília .Google Scholar
Mobarak, Ahmed Mushfiq, Sunil Rajumar, Andrew, and Cropper, Maureen. 2004. The Political Economy of Health Services Provision and Access in Brazil. Unpublished mss.Google Scholar
Moura Castro, Claudio de. 2000. Education: Way behind but Trying to Catch up. Daedalus 129, 2: 291314.Google Scholar
Nelson, Joan. 1999. Reforming Health and Education. Overseas Development Council and Johns Hopkins University Press.Google Scholar
Nelson, Joan. 2007. Elections, Democracy and Social Services. Studies in Comparative International Development 41, 4: 7997, 2007.Google Scholar
Organization for Economic Co-operation and Development (OECD). 2004. Economic Survey of Brazil 2005. Chapter 4, Better Targeting Government Social Spending. Excerpt. <http://www.oecd.org/dataoecd/12/10/34427527.pdf> Accessed August 23, 2007.+Accessed+August+23,+2007.>Google Scholar
Organization for Economic Co-operation and Development (OECD). 2005. OECD Economic Surveys: Brazil. Vol. 2005, Issue 2. Paris : OECD.Google Scholar
Organization for Economic Co-operation and Development (OECD). 2007. PISA: Science Competencies for Tomorrow's World. Vol. 1, Analysis. Brussels : OECD. <http://213.253.134.43/oecd/pdfs/browseit/9807011E.PDF> Accessed December 5, 2007.+Accessed+December+5,+2007.>Google Scholar
De Barros, Paes, Ricardo, , and Nathan Foguel, Miguel 2000. Focalização dos gastos públicos sociais e erradicação da pobreza no Brasil. In Desigual-dade e pobreza no Brasil, ed. Henriques, Ricardo. Rio de Janeiro : IPEA. 719–39.Google Scholar
De Barros, Paes, Ricardo, , De Carvalho, Mirela, and Franco, Samuel. 2004. Comparando o desempenho social dos estados brasileiros. Unpublished mss.Google Scholar
De Barros, Paes, Ricardo, Ricardo Henriques, and Mendonça, Rosane 2000. Desigualdade e pobreza no Brasil: retrato de uma estabilidade inaceitável. Revista Brasileira de Ciências Sociais 15, 42: 123–42.Google Scholar
Paul, Jean Jacques, and Wolff, Laurence. 1996. The Economics of Higher Education. In Opportunity Forgone: Education in Brazil, ed. Birdsall, Nancy and Sabot, Richard H.. Washington, DC : Inter-American Development Bank/Johns Hopkins University Press. 523–54.Google Scholar
Pesaro, Antonio Floriano. 2004. Former Coordinator, Bolsa Escola Federal. Author interview. São Paulo, April 16.Google Scholar
Pinheiro, Vinícius Carvalho. 2004. Reforma da previdência: uma perspectiva comparada. In Reformas no Brasil: balanço e agenda, ed. Giambiagi, Fabio, Guilherme Reis, José, and Urani, André. Rio de Janeiro : Nova Fronteira. 259–88.Google Scholar
Plank, David N. 1990. The Politics of Basic Education Reform in Brazil. Comparative Education Review 34, 4 (November): 538–59.Google Scholar
Power, Timothy J., and Timmons Roberts, J.. 2000. A New Brazil? The Changing Sociodemographic Context of Brazilian Democracy. In Democratic Brazil: Actors, Institutions, and Processes, ed. Kingstone, Peter R. and Power, . Pittsburgh : Pittsburgh University Press. 236–62.Google Scholar
Presidency of the Brazilian Federal Republic. 2007. Cidadania e inclução social. <http://www.presidencia.gov.br/principais_programas/cidadania> Accessed October 8, 2007.+Accessed+October+8,+2007.>Google Scholar
Schwarzer, Helmut, and Carolina Querino, Ana. 2002. Benefícios sociais e pobreza: programas não-contributivos da seguridade social brasileira. IPEA Discussion Paper no. 929. Brasília : IPEA.Google Scholar
Sen, Amartya. 1999. Development as Freedom. New York : Knopf.Google Scholar
Souza, Paulo Renato. 2004. Former Minister of Education. Author interview. São Paulo, April 16.Google Scholar
Stallings, Barbara, and Peres, Wilson. 2000. Growth, Employment, and Equity: The Impact of the Economic Reforms in Latin America and the Caribbean. Washington, DC : Brookings Institution Press.Google Scholar
Sugiyama, Natasha Borges. 2008. Theories of Diffusion: Social Sector Reform in Brazil. Comparative Political Studies 41, 2: 193216.Google Scholar
Svitone, Ennio Cufino, Garfield, Richard, Ines Vasconcelos, Maria, and Araujo Craveiro, Villane. 2000. Primary Health Care Lessons from the Northeast of Brazil: the Agentes de Saúde Program. Pan American Journal of Public Health 7, 5: 293302.Google Scholar
De Almeida, Tavares, Hermínia, Maria. 2004. The Social Policies of Lula's Administration. Novos Estudos CEBRAP 70 (November): 717.Google Scholar
Tendler, Judith. 1997. Good Government in the Tropics. Baltimore : Johns Hopkins University Press.Google Scholar
Thomas, Vinod. 2006. From Inside Brazil: Development in a Land of Contrasts. Stanford/Washington, DC : Stanford University Press/World Bank.Google Scholar
Ulyssea, Gabriel, Fernandes, Reynaldo, and Patrick Gremaud, Amaury. 2006. O impacto do Fundef na alocação de recursos para a educação básica. Pesquisa e Planejamento Económico 36, 1: 109–36.Google Scholar
United Nations Development Program (UNDP). 2005. Human Development Report. <http://hdr.undp.org/en/reports/global/hdr2005> Accessed March 25, 2009.+Accessed+March+25,+2009.>Google Scholar
United Nations Development Program (UNDP). 2006. Human Development Report. New York : Palgrave Macmillan.Google Scholar
United Nations Development Program (UNDP). 2007. Human Development Report 2007–2008. Fighting Climate Change: Human Solidarity in a Changing World. New York : Palgrave Macmillan. <http://hdrstats.undp.org/countries/country_fact_sheets/cty_fs_BRA.html> Accessed March 25, 2009.+Accessed+March+25,+2009.>Google Scholar
United Nations Educational, Scientific, and Cultural Organization (UNESCO). 2007. Global Education Digest 2007: Comparing Education Statistics Around the World. Montréal : UNESCO. <http://www.uis.unesco.org/template/pdf/ged/2007/EN_web2.pdf> Accessed December 6, 2007.+Accessed+December+6,+2007.>Google Scholar
Villatoro, Pablo. 2004. Programas de reducción de la pobreza en América Latina: un análisis de cinco experiencias. No. 87. Santiago de Chile : CEPAL.Google Scholar
Weyland, Kurt. 1996. Democracy Without Equity: Failures of Reform in Brazil. Pittsburgh : University of Pittsburgh Press.Google Scholar
World Bank. 2001a. Brazil: Critical Issues in Social Security. Washington, DC : World Bank.Google Scholar
World Bank. 2001b. Brazil: An Assessment of the Bolsa Escola Programs. Report no. 20208-BR. Washington, DC : World Bank.Google Scholar
World Bank. 2004a. Brazil: Equitable, Competitive, Sustainable: Contributions for Debate. Washington, DC : World Bank.Google Scholar
World Bank. 2004b. Inequality and Economic Development in Brazil. Washington, DC : World Bank.Google Scholar