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1. Egypt: The Price of Inaction on Tax Reform

Author:
Omar Ghannam
Publication Date:
01-2023
Content Type:
Research Paper
Institution:
Arab Reform Initiative (ARI)
Abstract:
Like public finances elsewhere, the public finances of the Egyptian state suffer from a semi-permanent deficit. Although a limited deficit in state budgets is acceptable for most prevailing economic theories, the persistent and worsening deficit in public budgets leads to severe phases during which the economy suffers. During periods of economic prosperity, soft loans are easily accessible, which encourages states to rely on borrowing as a secondary source of financing for extended periods until it becomes a permanent source of financing. The financial market eventually puts an end to every period of easy borrowing, forcing the government to face the reality it has tried to avoid. Under such circumstances, governments have three tools at their disposal: borrowing at the highest interest rate, austerity and disabling services and social protection programs, and raising taxes and customs duties. Borrowing at the highest interest rate is every government's first choice because it does not require a reformulation of the social, economic, and political contract between the state and its citizens. But the price of such a policy is a worsened deficit. Borrowing, before or after a crisis, is not a solution but merely a postponement of the crisis, in the hope that the market recovers. When it is no longer possible to borrow amid the worsening economic conditions of a crisis, the government resorts to other tools with varying degrees of risk. Austerity is a recipe for widespread social outcry and has catastrophic effects on the poor and middle classes as well as the overall economy due to decreased purchasing power. To overcome the crisis with the least social tension, the state can also resort to taxation to generate possible revenues whether from the economy as a whole or the sectors and classes with concentrated surpluses of value. The more severe the crisis, the more the government is forced to use additional tools and impose strict measures. Debts are nothing but deferred taxes, and taxes remain key in every economic crisis. When a global economic crisis looms, questions abound. Could the crisis be approached with fewer social and economic burdens and with more room for maneuver? In this context, this paper will discuss the tax policies adopted in the past few years in Egypt and how they could have been more effective. The primary role of taxes is to meet the government's financial needs to implement its role under the social contract, whether formal or informal. Therefore, taxes are a convenient introduction to understanding the political economy of any state. Tax policies are an essential tool for achieving macroeconomic goals, and they directly reflect the political and socioeconomic considerations driving a country’s economy. This paper will address the main role of taxes in financing the requirements of the social contract from the perspective of the adequacy and effectiveness of tax collection.
Topic:
Economics, Governance, Reform, Finance, and Tax Systems
Political Geography:
Africa and Egypt

2. Russia’s Aggression Against Ukraine: Concept, Ideology, Objectives, Means, Consequences

Author:
Plamen Pantev
Publication Date:
02-2023
Content Type:
Research Paper
Institution:
Institute for Security and International Studies (ISIS)
Abstract:
The study tries to outline interim conclusions about the concept, the ideology, the objectives and the tools used by the Russian federation in this barbaric war of attrition against Ukraine – a war of a nuclear superpower against a smaller neighbouring country. The study does not aim to analyse the strange way the war is developing – Russians carry on military attacks in both a regular and terrorist manner 7 on the whole territory of Ukraine, while the Ukrainians are deterred to counter-attack the aggressor on the latter’s own territory and to fight with longer-range arms even on their own land. The author understands how many issues from the theoretic fields of international relations, foreign, security and defense studies need to be considered to understand in a holistic way the final result of the interaction of domestic Russian, international, political, economic, governance, psychological and other problems that led to launching an aggressive and devastating war in the European continent by Moscow. The purpose of the study is not to outline the avalanche of mistakes in the policy of the collective West towards a showing for decades signs of revenge imperialist Russia. Neither it aims to point to the multitude of military mistakes by the aggressor in the last year. The aim of the study is to outline and discuss the concept, the ideology, the objectives and the means of the Russian aggression. Revealing the Nazi-like behaviour of the Russian leadership and its armed forces could serve to construct the broader picture of the developing conflict and learn how to prevent a similar invasion by Moscow. The study aims to prove that the legal and moral consequences of the war will be the conviction of the aggressor for the genocide and the war crimes. This would be the only possibility for normalising the life of the Ukrainians and the Russians as well as of the broader international relations system.
Topic:
International Relations, Security, NATO, Imperialism, Sovereignty, European Union, Conflict, Ideology, and Russia-Ukraine War
Political Geography:
Russia, Europe, and Ukraine

3. Regional security and alliances in the Middle East and the Indo-Pacific: implications for European security

Author:
Bastain Giegerich, Emile Hokayem, and Sharinee Jagtiani
Publication Date:
01-2022
Content Type:
Research Paper
Institution:
International Institute for Strategic Studies
Abstract:
Regional security dynamics and the constructs to manage them are in flux around the world. Governments are attempting to address a multitude of simultaneous security challenges; determine the depth and scope of achievable and desirable security autonomy versus the unavoidable interdependencies with friends and opponents alike; and maintain a focus on their specific regional hotspots, whilst also positioning themselves for the era of systemic competition between an assertive China and the United States. This research paper analyses the challenges and implications of regional security dynamics in the Middle East and the Indo-Pacific for European security to inform discussions in NATO and the EU on their respective global role and help decide on an achievable level of ambition for dealing with partners and challengers. Against this background, both the European Union and NATO are revising their strategic guidance to produce in 2022 – in the case of the EU – the so-called Strategic Compass, a document to give further shape and substance to the Union’s international security role, and – in the case of NATO – a new Strategic Concept to replace an earlier version developed in 2010. Aspects of international order, geopolitics and regional stability will inform these documents as both organisations will need to tackle their respective global role and decide on an achievable level of ambition for dealing with partners and challengers. NATO’s 2021 Brussels Summit Communiqué suggested that NATO would work to improve its ‘ability to contribute to preserve and shape the rules-based international order in areas that are important to Allied security… [and] increase… dialogue and practical cooperation with existing partners’. In addition, NATO heads of state and government decided to ‘strengthen NATO’s ability to provide training and capacity building support to partners’. The draft Strategic Compass document debated by EU ministers in November 2021 stated that the EU would ‘bolster partnerships where they are mutually beneficial and serve EU values and interests, particularly when there is a shared commitment to an integrated approach to crises and capacity building’, and proposed a range of multilateral, regional and bilateral initiatives to deepen and strengthen partnership formats.
Topic:
Security, Diplomacy, Regional Cooperation, Military Strategy, and Alliance
Political Geography:
Middle East and Indo-Pacific

4. Assessing military cyber maturity: strategy, institutions and capability

Author:
Greg Austin and Jason Blessing
Publication Date:
02-2022
Content Type:
Research Paper
Institution:
International Institute for Strategic Studies
Abstract:
Few governments have reached an enduring consensus on just how quickly and how deeply reforms to their military cyber forces must be made. While consensus points have been reached, these are usually tested within a short period of time by international circumstances and technological trends. The main dilemma is whether military cyber strategies and capabilities need more than routine development as just one more element of military power, or whether they warrant radical development pathways and a higher priority than others. One of the most profound influences on the evolution of a country’s military cyber forces and strategies is politics. This paper offers insights into how the governance and organisational factors of domestic politics facilitate or inhibit the dissemination of cyber concepts and capabilities throughout military forces beyond the main signals or cyber intelligence agency. There are at least three reasons to analyse military cyber maturity. The countries currently pursuing such capabilities are not satisfied with the development levels in policy and strategy they have so far reached. There is increasing potential for crippling cyber attacks on key elements of military capability or supporting infrastructure. And no country has yet succeeded in the broad dissemination of cyber capabilities through its armed forces in ways that leading military planners would like. Few governments have reached an enduring consensus on just how quickly and how deeply reforms in the armed forces must be made to satisfy national security needs. While consensus points have been reached, these are usually tested within a short period of time by inter-national circumstances and technological trends. The main dilemma is whether military cyber strategies and capabilities need more than routine development as just one more element of military power, akin to artillery or submarines; or whether they are sufficiently transformative of military power to warrant radical development pathways and a higher priority than others. This paper provides an impact matrix which can be used by governments, their armed forces and research analysts to understand the ways in which military cyber reforms can be facilitated or inhibited by governance and organisational processes.
Topic:
Defense Policy, Science and Technology, Military Strategy, Cybersecurity, and Digitization
Political Geography:
Global Focus

5. Military capabilities in Europe: a framework for assessing the qualitative dimension

Author:
Bastain Giegerich and James Hackett
Publication Date:
02-2022
Content Type:
Research Paper
Institution:
International Institute for Strategic Studies
Abstract:
There is renewed focus in Europe on deterring and defending against state-level aggression. However, after decades of mainly crisis-management operations abroad, questions are being asked about the capability of European armed forces to achieve these tasks. Within the context of a deteriorating security environment, limited resources and a need for governments to better explain the benefits of defence, this report examines factors important in assessing military capability. There is particular focus on six input areas that are central to assessing the qualitative dimension of capability. The report includes contributions from seven specialists from across Europe, offering perspectives on these lines of enquiry and their relative importance to European states’ military capability now and in the future.
Topic:
Security, Military Strategy, State Building, and Resource Management
Political Geography:
Europe

6. Military ambitions and competition in space: the role of alliances

Author:
Greg Austin, Rajeswari Pillai Rajagopalan, and Tim Wright
Publication Date:
02-2022
Content Type:
Research Paper
Institution:
International Institute for Strategic Studies
Abstract:
Emerging trends in space ambitions and capabilities of major state actors have given renewed urgency to efforts by NATO and other coalitions to build stronger alliance relations to secure shared interests in space. This report reviews the military ambitions, operations and capabilities of leading and aspiring space powers in order to assess their likely impact on alliances, partnerships or other national-security coalitions. China wants to overtake Russia as a space power by 2035 and become at least a co-equal with the United States by 2045. For its part, Russia is determined to maintain its standing as a space power. Both are testing the boundaries of the existing order in space through various actions, including weapons testing, and both are keen to demonstrate that they now have the capabilities to attack adversary space assets. Partly in response to this, in 2020 the US declared its intention to radically reshape the operating environment of space to better meet its interests, while its allies and partners have announced new space ambitions as well. India and Japan are setting new strategic goals for space policy in response to China’s threatening behaviour. France is positioning itself to climb higher up the ladder of military space power, while the United Kingdom and Germany have set new aspirations for economic gain and further influence on the diplomatic aspects of space. In this environment, military alliances have become more prominent in shaping space policy. The US has stepped up its engagement with other governments, either through existing alliances or new partnerships, to secure its interests. China and Russia, which have few allies of relevance, except perhaps each other, are concentrating on constraining the effectiveness of the United States’ alliances. The three space powers harbour renewed fears of technological surprise by their rivals, and this makes sharing research on space warfare among allies more important than ever. For example, testing of the most visible space weapons, direct-ascent anti-satellite (ASAT) missiles, is escalating – and this is now only one of more than 20 forms of attack on space assets being tested or already in place. But there remain questions about how to achieve scale and military effect using all these methods for wartime operations, including kinetic ASAT weapons: would China or Russia be able to launch successful attacks against the entire military satellite fleet of the US (all 173 units) in the opening stages of a war? Assuming they could not, what proportion of the fleet would have to be disabled for the attack to have a positive military or strategic effect for the attacker?
Topic:
Security, Military Strategy, Conflict, Space, Strategic Competition, and Territory
Political Geography:
Global Focus

7. Green Defence: the defence and military implications of climate change for Europe

Author:
Ben Barry and Shiloh Fetzek
Publication Date:
02-2022
Content Type:
Research Paper
Institution:
International Institute for Strategic Studies
Abstract:
Climate change is a national security threat to Europe. It is an accelerator of conflict and requires European forces to adapt accordingly. Concurrently, armed forces can help mitigate climate change by reducing their greenhouse-gas emissions. For states that plan to reduce carbon emissions, decarbonisation of armed forces without disarming will be a challenge. This new report assesses not only the implications for European armed forces of operating in climate changed worlds, but also the opportunities for reducing carbon footprint from new technologies. It assesses the challenges of implementing the necessary changes to military operations, training and capability and identifies success factors for this essential transformation.
Topic:
Security, Climate Change, Environment, Science and Technology, Armed Forces, and Green Technology
Political Geography:
Europe

8. Libyan Youth in Limbo: Coming of Age in Conflict

Author:
Asma Khalifa
Publication Date:
02-2022
Content Type:
Research Paper
Institution:
Arab Reform Initiative (ARI)
Abstract:
This study seeks to understand how the transition to adulthood for Libyan youth has been impacted by the context of the past 10 years in conflict. Through in-depth qualitative research carried out with 75 Libyan youth in 2020-2021, the study explores decision-making processes and the types of opportunities and constraints that youth face in terms of education and livelihood, the impact of war on their political beliefs and participation, their understandings of peace and security, and the ways in which war has changed gender norms and relations. The study finds that 2014 represents the pivotal year in terms of their personal trajectories, their critical understandings of dynamics of war and peace, and their own personal sense of wellbeing and hope for the future. With regards to livelihood and employment paths, youth trajectories reveal a complicated dynamic, where opportunities come at a price or with consequences that are counterproductive. On one hand, the conflict in Libya has dismantled old repressive structures, and in the absence of that, there are chances of more independent and ingenious efforts to improve livelihoods. For nearly all participants, for example, the preferred choice of study actually expanded as a result of the opening of society and the political sphere in 2011. Likewise, dynamics of necessity since 2011 have seen the emergence of a new culture for entrepreneurship that is innovative and resilient. Yet at the same time, the destruction of war means that education pathways have been cut short and that the infrastructure needed to make entrepreneurship sustainable for young people, such as a strong financial system and operating legal framework, does not exist. In regards to political beliefs and participation, many youth attest that the 2011 uprising served as a political awakening of sorts, creating new interest in politics and political processes. However, the descent into war has had an almost universally negative impact on their view towards politics and politicians. Deep distrust in politics and a widespread belief in the systemic depths of corruption translates to pervasive apathy for formal political processes and participation. Yet at the same time, Libyan youth who have come into adulthood in a context of conflict have nuanced views regarding how peace can be constructed and the responsibilities required for this peacebuilding process at different levels. This includes the necessity of rehabilitation and the promotion of tolerance, respect for differences, and values of coexistence – all of which must be carried out both by the State, but also critically by communities themselves. For peace to truly exist, though, youth insist on the necessity for justice as a prerequisite. With regards to social relations and gender norms, the conflict has had a dualistic impact on both challenging and reinforcing traditional tropes of masculinity and femininity. Because of extreme loss of economic wellbeing, women youth have found themselves in new jobs, with new responsibilities, and in new public spaces that sometimes break away from traditional gender norms. Yet at the same time, the conflict has also reinforced norms regarding masculinity and the role of men in the family and society. As a result, while youth participating in this study do acknowledge profound shifts in the gender roles and gender relations, the extent to which this is viewed as something positive to be maintained in the post-conflict period is much less certain. Overall, the study finds that youth, facing important psychological trauma and in a perpetual state of uncertainty and instability, have little hope for the future and little ability to plan for their lives. The most reliable strategy they have adopted is that of flexibility and adaptability, with most viewing life outside of Libya as the only real option for the future. In other words, young people are seeking to build their lives elsewhere. Their lack of trust in politics and in the ability that they have to effect change means that core issues related to the resolving conflict and building peace, such as economic and political reform, will continue to be a problem without the younger generation taking active part in contributing to rebuilding of the country. This new generation no longer has the mentality of relying only on the State, but believes instead on pursuing good educational and work opportunities that are more personally fulfilling. They are also acutely aware of the extremely difficult environment in which they try to study or work in, as well as the lack of a broader context that can support them. For youth in Libya today, the pervasive feeling is that they are not safe and cannot set deep roots for fear everything will collapse.
Topic:
Security, Education, Youth, Conflict, and Peace
Political Geography:
Africa and Libya

9. Tracking Funding for VAW Research In LMICS

Author:
Sexual Violence Research Initiative
Publication Date:
01-2022
Content Type:
Research Paper
Institution:
The Sexual Violence Research Initiative
Abstract:
Violence against women (VAW) is a global phenomenon that undermines the fundamental human rights of women, causes irreparable physical and emotional harm, even death, and impacts individuals and communities. While the prevalence of VAW has been widely acknowledged - with the introduction of international and country- specific condemnations and law reform - the question is whether the investment into addressing VAW and understanding what works and what doesn’t matches its severity and ubiquity. Existing literature indicates that, despite the prevalence of VAW, it is often deprioritised as a funding issue (Equality Institute, 2019). Furthermore, where funding is being provided, research and programmes addressing VAW are disproportionately funded, conceptualised and carried out by institutions in high-income countries (HICs) (Amarante, et al 2021; Olufadewa et al 2021; Chersich et al 2016). This ultimately means that low- and middle-income countries (LMICs), who are largely donor dependent, are beholden to wealthier countries, with a resultant scarcity of knowledge production from and for LMICs in addressing country-specific VAW issues. Moreover, little consideration appears to be given to both the importance of and the investment in research as essential to addressing VAW. To effectively prevent and respond to VAW, dedicated qualitative and quantitative research is required to understand the phenomenon, building an evidence-base to underlie efficacious interventions. The research funding ecosystem for research and development is highly inequitable, favouring HIC based researchers and this situation is not helped by the fact that investments in research and development by LMICs governments are low (Erondu et al, 2021). The question is then, does the status of funding for research on VAW mirror the status of funding for research and development in LMICs more broadly? This study thus seeks to provide an overview of the funding flows allocated towards research in the field of VAW in LMICs from key donors as well as national governments. In doing so, the study underscores the inequitable distribution of resources and the lack of prioritisation of VAW - and research in particular - as a funding issue.
Topic:
Gender Based Violence, Violence, Sexual Violence, and Equality
Political Geography:
Global Focus

10. Strategic Shifts and NATO’s new Strategic Concept

Author:
Thierry Tardy
Publication Date:
06-2022
Content Type:
Research Paper
Institution:
NATO Defense College
Abstract:
NATO currently faces a fundamental challenge. Following the collapse of the Soviet Union, NATO adopted a de facto strategy of political, geographical and functional extension, welcoming new members, launching operations in new regions and multiplying its activities to address new low-intensity security threats.1 However, the pillars on which this strategy rested are now weakening. Today, strategic competition has returned and NATO’s military primacy is eroding, as much due to China’s impressive military modernization as because of the diffusion of military power enabled by globalization.2 Likewise, the liberal international order which allowed NATO to endure an uncertain military balance and a competitive international system during the Cold War is also under pressure. Free trade is under attack, democracy is receding, financial stability is harder to maintain and, last but not least, a seismic redistribution of wealth and power away from the Euro-Atlantic area and towards the Asia-Pacific is underway.3 Lastly, the non-traditional security threats which characterized the post-Cold War era remain, having even expanded in number and intensity.4
Topic:
Security, Defense Policy, NATO, International Cooperation, Military Strategy, and Alliance
Political Geography:
Europe and North America

11. War in Europe: preliminary lessons

Author:
Thierry Tardy
Publication Date:
05-2022
Content Type:
Research Paper
Institution:
NATO Defense College
Abstract:
The 24th of February, 2022, will remain a watershed date in European history; that day, the Russian regime led by President Vladimir Putin launched a military invasion of Ukraine, marking the return of war in Europe for the first time in decades. Much of what has transpired since the war’s onset has come as a surprise, whether in its political and strategic dimensions or in operational and tactical terms. The war was not an impossibility prior to 24 February, but it was certainly viewed in the West as improbable from the perspective of a rational cost-benefit analysis. This is especially so when one considers Putin’s attempt to swallow the entirety of Ukrainian territory. The means with which Russia attempted its conquest also raise a number of questions as to its armed forces’ level of preparedness, organisation, and operational ability. Today, it is clear that Russia’s military capacity was overestimated while Ukraine’s capacity to resist was underestimated. We have witnessed Russian forces encountering difficulties in achieving their military objectives and a Ukrainian nation-state – including its armed forces and its society – determined to deny Russia any gains. Politically, the Russian regime misread the very nature of the Ukrainian nation, which proved strong and unanimous in its rejection of the Russian endeavour – even in the country’s supposedly Russian-leaning East (with the exception of part of the Donbas). For its part, the Atlantic Alliance has displayed a political unity that was admittedly lacking in recent years prior. The United States has demonstrated unequivocal commitment to the defence of Europe, while European Allies have shown both political resolve and a will to take defence spending seriously. Very little dissent or freeriding has occurred in the West. Solidarity with Ukraine has been optimal, both politically and through the delivery of weapons. Still, Allied support is constrained by the imperative of non-belligerence. NATO Allies have made it clear upfront that they have no desire to directly confront Russia, hence the rejection of a no-fly-zone or any other move carrying the risk of inadvertent escalation. That said, NATO has deployed part of its NATO Response Force and activated its defence plans. Allies have strengthened their presence in each of the enhanced Forward Presence (eFP) four existing battlegroups, and committed to the deployment of four additional battlegroups in Romania, Slovakia, Hungary and Bulgaria. 40,000 troops are officially deployed under direct NATO command on the Eastern flank as of the beginning of April, together with ships and air assets. Most importantly, the US has staged a comeback in Europe, with an overall deployment of 100,000 troops, among which approximately 20,000 have deployed since the beginning of 2022. The European Union (EU) too has acted swiftly, most notably through the imposition of sanctions on Russia in lockstep with US and UK sanctions. The EU has also flexed its muscle through the newly created European Peace Facility (EPF), which has delivered three instalments of EUR 500 million to finance the delivery of weapons to Ukraine. At the time of writing, EU states had not taken the decision to extend sanctions to oil and gas imports from Russia, unlike the US and the UK. If such a decision is taken, this would lead to a major energy crisis – and therefore economic crisis – in the whole of Europe. The war, then, raises a series of questions about the current and future European security order. First, will Western unity endure over time? What are the risks that the US or some European states will defect once the initial shock of the invasion has faded, once sanctions begin harming European economies, once the possibility of a re-engagement with Russia is floated, or once the Indo-Pacific inevitably regains US attention? Second, how will the war impact European security institutions – most notably NATO and the EU – and to what extent will the current situation positively shape the partnership between the two? Third, how resilient will Europe be in the face of a possible energy crisis provoked by the cessation of oil and gas deliveries from Russia? Fourth, from a military perspective, what lessons can be drawn from the first months of the Russian offensive regarding both Russia’s capacity (or incapacity) as a first-tier military power and in the changing (or unchanging) character of modern war? Finally, what initial lessons should we draw regarding nuclear deterrence and the Atlantic Alliance’s ability to dissuade harmful Russian nuclear-related actions? This collective Research Paper, authored by NDC Researchers and the NDC Commandant, explores these questions directly, identifying some preliminary lessons from the war. In the first chapter, Lt. Gen. Olivier Rittimann looks at the war’s potential impact on the distribution of tasks between NATO and the EU. The second chapter, written by Thierry Tardy, examines NATO’s response to Russia’s aggression and outlines implications for both the EU and for NATO’s forthcoming Strategic Concept. The third chapter, co-authored by Andrea Gilli and Pierre de Dreuzy, analyses Russia’s military performance on the Ukrainian battlefield and draws early conclusions about Russian military power. Fourth, Marc Ozawa explores the war’s impact on European energy security and Europe’s dependence on Russian oil and gas. Finally, Cynthia Salloum assesses how the crisis questions the very concept of deterrence and Allies’ ability to deter the Putin regime. This Research Paper is published alongside a series of related events and publications (notably in the Policy Brief series) that the NATO Defense College Research Division has organized in relation to the ongoing revision of the Alliance’s Strategic Concept. To that end, it arrives in tandem with an adjacent NDC study on the strategic shifts impacting NATO’s core tasks and in anticipation of a multi-authored analysis (to be released in September 2022) of the forthcoming Madrid Strategic Concept.
Topic:
Security, Defense Policy, NATO, International Cooperation, and Military Strategy
Political Geography:
Europe and North America

12. Designing Sustainable Water Supply Systems in Tajikistan: A step-by-step guide to design, construction and ownership

Author:
Orkhan Ali
Publication Date:
05-2022
Content Type:
Research Paper
Institution:
Oxfam Publishing
Abstract:
Tajikistan is often described as the poorest country in Central Asia, with GDP per capita consistently lower than any of its regional neighbours. Its water and sanitation infrastructure is severely dilapidated, suffering from decades of underinvestment and the failure to address widespread damage suffered during the country’s civil war (1992–1997). Efforts to ensure everyone has improved access to adequate water and sanitation services are characterised by contradictory legislation and blurred responsibilities between state agencies. Reform of the sector and roll-out of improved infrastructure have been slow, requiring strong accountability mechanisms to ensure that the rights of the most vulnerable people are adequately protected. Oxfam’s water, sanitation and hygiene (WASH) programme s therefore based on a theory of change that aims to improve the health status of Tajikistan’s population through the delivery of long-lasting WASH services, while addressing market systems and strengthening institutions.
Topic:
Development, Water, Infrastructure, and Sustainability
Political Geography:
Central Asia, Asia, and Tajikistan

13. Sanitation Marketing in Tajikistan: Business model for sustainable WASH market development

Author:
Orkhan Ali
Publication Date:
05-2022
Content Type:
Research Paper
Institution:
Oxfam Publishing
Abstract:
Water, sanitation and hygiene (WASH) remains a critical problem in Tajikistan, particularly for its rural areas. In terms of sanitation and the market within which it operates locally, there have been no sectoral tools on market-based WASH programming in Tajikistan, and therefore little available guidance around the facilitation of better interactions between the demand and supply of sanitation products. And while specified state departments are responsible for applying and upholding sanitation standards, in practice they continue to rely on guidelines from Soviet times, and rarely carry out household-level inspections – hence the legal frameworks governing sanitation should be revised accordingly. To fill this gap, Oxfam launched its first sanitation marketing programme in 2018 (as part of its wider Tajikistan Water Supply and Sanitation (TajWSS) Project funded by the Swiss Government) and played a market broker role that transformed the relationship between buyers and sellers of sanitation products. The project approached the process by influencing both supply and demand sides, and by designing affordable and desirable trading processes for rural households to meet their sanitation needs.
Topic:
Development, Infrastructure, Sanitation, Public Health, and Sustainability
Political Geography:
Central Asia, Asia, and Tajikistan

14. Decentralised Sanitation Solutions in Tajikistan: Decentralised wastewater treatment systems (DEWATS) in peri-urban and urban areas in Tajikistan

Author:
Orkhan Ali
Publication Date:
05-2022
Content Type:
Research Paper
Institution:
Oxfam Publishing
Abstract:
An important milestone for the sanitation sector was the adoption by the UN of Sustainable Development Goal (SDG) targets 6.2 (safely managed sanitation and hygiene services) and 6.3 (reducing the portion of untreated wastewater), which focus on managing the entire sanitation service chain. Tajikistan has been at the forefront of promoting these at global level. Meanwhile, the fourth initiative of the President of Tajikistan on the International Decade for Action on Water for Sustainable Development, 2018–20281 is being implemented at national level. Over the past decade, sanitation has been given low priority within the focus areas of water sector reform. For example, not all aspects of regulations have been duly revised to adopt new technologies. In addition, many regulations for wastewater treatment remain outdated and pose legal constraints for testing new approaches in the country. The Tajikistan Water Supply and Sanitation (TajWSS) (Phase III) project piloted a decentralised wastewater treatment system (DEWATS) in the peri-urban Rudaki district in Tajikistan with two hospitals with the aim of scaling up to national level. This learning paper showcases the project findings, assessments and lessons learned in application of the DEWATS.
Topic:
Development, Infrastructure, Sanitation, Public Health, and Hygiene
Political Geography:
Central Asia, Asia, and Tajikistan

15. Water Governance and Sustainable Service Delivery in Rural Tajikistan: How regulations and accountability measures improve water supply service deliver

Author:
Orkhan Ali
Publication Date:
05-2022
Content Type:
Research Paper
Institution:
Oxfam Publishing
Abstract:
Ensuring equitable and sustainable access to safe water continues to be one of the most pressing issues in Tajikistan, despite the country having abundant water resources. The still low coverage of the population with access to drinking water has been attributed to cross-cutting governance problems such as the relationship between the state and other social actors, poor water management and coordination, and systemic challenges such as low capacity. In the past decade, a demand-driven approach has become a widespread policy trend in Tajikistan and community-led management is seen as the main attribute for achieving effective water governance. The transfer of responsibility to local government and users is intended to promote local governance as a means of ensuring equitable access and sustainable use of water through users’ participation in water-related decision making and service delivery. Under a demand-driven model applied by the TajWSS project, users take more responsibility before, during and after WS system installation. The model assumes that water users have the necessary information and capacity to carry out the delegated duties and obligations and this automatically translates into equitable access and sustainable use of safe water. Yet despite improvements in access to safe water in rural Tajikistan, O&M and lack of governmental support are still great challenges.
Topic:
Water, Infrastructure, Governance, and Accountability
Political Geography:
Central Asia, Asia, and Tajikistan

16. The State of Local Humanitarian Leadership: A learning report on a series of LHL online convenings held in Asia, the Middle East and Northern Africa, the Pacific, and West Africa

Author:
Janice Ian Manlutac
Publication Date:
05-2022
Content Type:
Research Paper
Institution:
Oxfam Publishing
Abstract:
From May 2021 to January 2022, Oxfam, in partnership with Sejajar Indonesia, the Tamdeen Youth Foundation in Yemen, and the Palestinian Agricultural Development Association (PARC) in Palestine, convened a total of 10 learning series through online convenings on local humanitarian leadership (LHL). Approximately 450 people participated, of whom 60% were from local and national NGOs representing approximately 30 countries. This document offers a snapshot report on the state of LHL across the four regions based on discussions, insights, and materials shared by the resource persons and audience members who participated in the series.
Topic:
Leadership, Humanitarian Intervention, Decolonization, and Local
Political Geography:
Global Focus

17. The Value-Added Tax (VAT) Improvement Program: Raising the operational efficacy of the VAT administration in Bangladesh

Author:
Oxfam Publishing
Publication Date:
05-2022
Content Type:
Research Paper
Institution:
Oxfam Publishing
Abstract:
Bangladesh has a weak and inequitable tax system. Over the past 15 years, the government of Bangladesh (GoB) has relied on the regressive value-added tax (VAT) for more than a third of all revenues, with little progress towards strengthening direct taxation of high net-worth individuals and large corporations. From 2015–2021, the World Bank’s VAT Improvement Program (VIP) assisted the Bangladesh National Board of Revenue in improving VAT administration. VIP helped speed up automation and increase revenues. But the program did not include any objectives to improve VAT equity and fairness, and it also fell short on improving transparency and taxpayer satisfaction. To address VAT’s regressive nature and its impact on low income households, the GoB needs to improve coverage of social protection programmes. Bangladesh and its external partners should focus on strengthening progressive direct taxation. Meanwhile, the government must end gender-blind VAT administration and recognize that VAT negatively affects low income female entrepreneurs and consumers.
Topic:
Inequality, Tax Systems, Social Order, and Gender
Political Geography:
Bangladesh and Asia

18. The Crisis of Extreme Inequality in SADC: Fighting austerity and the pandemic

Author:
Matthew Martin
Publication Date:
05-2022
Content Type:
Research Paper
Institution:
Oxfam Publishing
Abstract:
The COVID-19 pandemic has worsened the extreme inequality in Southern African Development Community (SADC) countries, and pushed millions into poverty. The economic crisis continues due to the obscene global vaccine inequality. As of end March 2022, a dismal 14% of SADC citizens had been fully vaccinated against COVID-19, compared with 65.5% in the United States and 73% in the European Union. In 2021, with infections rising in SADC, the critical health, social protection and economic programmes put in place by most governments in 2020 were rolled back and replaced with austerity, in the context of growing debt burdens and lack of external support for country budgets. Such austerity has been built into IMF programmes in the region. Recovering from the pandemic, however, offers SADC governments a once-in-a-generation opportunity to do what their citizens want: increase taxes on the wealthy and large corporations, boost public spending (especially on healthcare, education and social protection), and increase workers’ rights as well as tackling joblessness and precarious work. With external support, including through debt relief and aid, they could reduce inequality drastically and eliminate extreme poverty by 2030.
Topic:
Governance, Inequality, Pandemic, and COVID-19
Political Geography:
Africa and Southern Africa

19. Uncovering the Potential: The role of informal actors in solid waste management in Jordan

Author:
Farah Abu Safe, Hannah Patchett, and Raya Taher
Publication Date:
04-2022
Content Type:
Research Paper
Institution:
Oxfam Publishing
Abstract:
Salvaging resources from waste containers and landfills, waste pickers are the main suppliers to the recycling sector in Jordan, yet they often live in poverty and are exposed to multiple risks. The Jordanian government seeks to integrate waste pickers into formal waste management processes, but progress has been slow. Based on interviews with formal and informal actors in the waste sector, this study provides an overview of waste pickers’ socioeconomic conditions and operations and explores pathways for their integration that could support the recycling sector’s potential to create jobs, alleviate poverty and protect the environment.
Topic:
Infrastructure, Governance, Waste, and Resource Management
Political Geography:
Middle East and Jordan

20. Analyzing Voter Turnout in Lebanon: Political Change in Times of Crisis

Author:
Dana Abed, Rihab Sawaya, and Nadim Tabbal
Publication Date:
04-2022
Content Type:
Research Paper
Institution:
Oxfam Publishing
Abstract:
In May 2022, Lebanon is hosting its first parliamentary elections since the popular uprising of October 2019, when massive protests took place to denounce the current ruling elites. This research looks at voter turnout and behavior on the eve of the elections and examines the will for political change. It argues that in the current Lebanese context, there needs to be further political awareness-raising, and campaigns should be more inclusive of women and the queer community. Independent campaigns should focus on developing strong governing capacities that voters can trust, and create further space for civic and political engagement on the local and national levels.
Topic:
Elections, Democracy, Voting, and Participation
Political Geography:
Middle East and Lebanon

21. The Workers Behind the Citrus Fruits: A focused Human Rights Impact Assessment of Coop Sweden’s Moroccan citrus fruit supply chains

Author:
Mira Alestig and Sabita Banerji
Publication Date:
04-2022
Content Type:
Research Paper
Institution:
Oxfam Publishing
Abstract:
This paper reports on a focused human rights impact assessment (HRIA) of Coop Sweden’s Moroccan citrus supply chains. The HRIA aimed to assess the actual and potential human rights impacts at the production stage of the value chain in Morocco, to identify their root causes, and to provide recommendations to relevant stakeholders concerning their mitigation and/or remediation.
Topic:
Agriculture, Human Rights, Labor Issues, and Supply Chains
Political Geography:
Africa and Morocco

22. Beyond Consultation: Unpacking the most essential components of meaningful participation by refugee leaders

Author:
Oxfam Publishing
Publication Date:
03-2022
Content Type:
Research Paper
Institution:
Oxfam Publishing
Abstract:
Research on forced displacement reveals a wide gap between policy processes and the people that such processes seek to assist. This paper proposes actionable recommendations on how to operationalize the concept of ‘meaningful refugee participation’ in decision-making processes that affect the lives of refugees. There is a need to go beyond tokenistic participation and to genuinely empower refugees to have influence over the design, implementation and evaluation of refugee-focused programmes. The contributions of refugees themselves must also be enhanced in ways that can help contribute to a paradigmatic shift in the global infrastructure of refugee governance.
Topic:
Migration, Governance, Refugees, and Displacement
Political Geography:
Global Focus

23. Adoption Rate and Trends in Adoption of Conservation Agriculture in Ethiopia

Author:
Zaide Hailu and Kinde Teshome
Publication Date:
03-2022
Content Type:
Research Paper
Institution:
Oxfam Publishing
Abstract:
Since 2019 the Ethiopian Ministry of Agriculture has offered extension advice on conservation agriculture (CA). However, agricultural policy focuses mainly on intensive tillage whereas CA calls for zero or minimum tillage. Policy seems to favour productivity over sustainability, with CA adoption remaining low. Supply-side constraints include lack of access to high-quality inputs, credit, and machinery. Demand-side constraints include risk aversion and competition for crop residues needed for mulching from requirements for fuel and feed. Women farmers like CA because it does not require draft animals. However, some women in male-headed households report a shift of labour responsibilities to women.
Topic:
Agriculture, Labor Issues, Conservation, and Farming
Political Geography:
Africa and Ethiopia

24. Caring in a changing climate: Centering care work in climate action

Author:
Seema Arora-Johnson, Maeve Cohen, and Sherilyn MacGregor
Publication Date:
02-2022
Content Type:
Research Paper
Institution:
Oxfam Publishing
Abstract:
The global care crisis is being exacerbated by the global climate emergency, with interlocking impacts that threaten lives and livelihoods in all parts of the world. These impacts are particularly severe among rural livelihoods in low-income countries. Climate change intensifies the work involved in caring for people, animals, plants, and places. It reduces the availability and quality of public services in marginalized communities and directly compounds the unfair distribution of unpaid care work that sustains gender inequality. Yet the intersections of climate change and care work have been overlooked in the development literature. Strategies for climate mitigation and adaptation have paid relatively little attention to how care work is affected by climate impacts, nor have they considered whether interventions improve or intensify the situation of carers. Instead, when designing “gender-sensitive” climate actions, the focus has been largely on women’s economic empowerment as opposed to alleviating or transforming existing distributions of care work. The aim of this report is to fill a knowledge gap by examining the points of interaction between climate change impacts and the amount, distribution, and conditions of unpaid care work. We focus on care workers rather than those who are cared for, while stressing the relational nature of care and acknowledging that carers too require care.
Topic:
Climate Change, Development, Environment, and Migration
Political Geography:
Global Focus

25. Analyzing European Union Institutions’ Flows for Total Official Support for Sustainable Development

Author:
Brian Tomlinson
Publication Date:
02-2022
Content Type:
Research Paper
Institution:
Oxfam Publishing
Abstract:
This report analyses the first round of Total Official Support for Sustainable Development (TOSSD) data from European Union (EU) Institutions. The EU is a key stakeholder in the development of TOSSD, as Co-Chair of the International TOSSD Task Force, and in the promotion of this as an essential metric in the implementation of Agenda 2030. It is our hope that this paper’s detailed examination of the scope of what has been reported by the EU Institutions identifies trends and issues arising from the first reporting round for TOSSD, which can be addressed going forward. It is timely to acknowledge the level of transparency in the proceedings of the TOSSD Task Force, which has been open to comments and suggestions since its inception, and has recently seated CSO representatives as observers. This transparency has put into practical effect the notion that data validation can, to some extent, be entrusted to third parties provided that the relevant information is available to all interested stakeholders on a timely basis. Good norms, such as good reporting instructions, can help steer the development agenda in the right direction for the benefit of the communities of the Global South.
Topic:
Development, Regional Cooperation, European Union, and Sustainability
Political Geography:
Europe

26. Tackling Gender Inequality in the Cocoa Supply Chain: Are big chocolate companies delivering on their global commitments in Ghana?

Author:
Albert A. Ahrin
Publication Date:
02-2022
Content Type:
Research Paper
Institution:
Oxfam Publishing
Abstract:
In 2013, leading chocolate companies Mars, Mondelēz, and Nestlé made global commitments to reduce gender inequalities across their cocoa supply chain. This report follows up on these commitments and presents findings on the gender equality programs Mars, Mondelēz, and Nestlé – and their agribusiness suppliers – are implementing in the cocoa supply chain of Ghana, a key sourcing country. Specifically, the report examines the extent to which each of the companies has (1) conducted and published impact assessments on women in their cocoa supply chains in order to understand and show how this population is faring in Ghana; (2) developed a specific action plan to address issues raised by the assessments that could lead to improved conditions for women; (3) signed on to the United Nations’ Women’s Empowerment Principles, a set of seven principles for businesses offering guidance on how to empower women in the workplace, marketplace, and community; and (4) engaged with other powerful actors
Topic:
Gender Issues, Inequality, Supply Chains, and Chocolate
Political Geography:
Africa and Ghana

27. The Inequality Crisis in East Africa: Fighting austerity and the pandemic

Author:
Anthony Kamande and Matthew Martin
Publication Date:
02-2022
Content Type:
Research Paper
Institution:
Oxfam Publishing
Abstract:
The COVID-19 pandemic has pushed millions into poverty in East Africa, and worsened inequality. The economic crisis continues, due to the obscene global vaccine inequality, which means that only 4% of East African citizens had been fully vaccinated against COVID-19, compared with 71% in high-income countries by mid-January2022. Many East African governments were already hamstrung by high debt and budget deficits before the pandemic, preventing them from responding with large recovery programmes. Other governments did increase spending, but five are now forecasting major budget cuts for 2022–26. These cuts will stop them combating the increases in poverty and inequality that have resulted from COVID-19. However, building back during and after the pandemic offers East African governments a once-in-a-generation opportunity to do what their citizens want: make their economic systems fairer by increasing taxes on wealthy and large corporations, boost public spending (especially on healthcare, education and social protection), and improving workers’ rights. With external support, including through comprehensive debt relief and more aid, they can reduce inequality drastically and eliminate extreme poverty by 2030.
Topic:
Inequality, Pandemic, COVID-19, and Labor Rights
Political Geography:
Africa and East Africa

28. Carbon Pricing: A primer for Oxfam

Author:
James Morrissey
Publication Date:
02-2022
Content Type:
Research Paper
Institution:
Oxfam Publishing
Abstract:
Carbon pricing is not a new phenomenon. Backed by widespread consensus in the economic literature that it is the single most effective policy for addressing climate change, it has been the staple policy priority of many environmental non-governmental organizations (NGOs). Yet carbon pricing has seen limited uptake. Efforts to price carbon have failed in a multitude of contexts. Where they have passed, in most cases, prices have been set too low or covered too little of the economy to effectively address the challenge posed by climate change. As a result, climate advocates have come to question carbon pricing as a primary policy approach. In this context, this paper is not intended to provide novel insights into carbon pricing, nor is it intended to motivate for or against an immediate campaign priority at Oxfam. Rather, this review of carbon pricing is intended to provide a technical background on the topic, considering the concerns that are of greatest salience to Oxfam. The specific aims of the paper are to support Oxfam staff in their deliberation on whether, when, and how to engage on carbon pricing initiatives, as questions around this policy approach shift over the next 20 years. It is anticipated that such reflection would also be useful to a number of organizations whose concerns are similar to Oxfam’s.
Topic:
Climate Change, Environment, NGOs, and Carbon Emissions
Political Geography:
Global Focus

29. Access to Justice and Public Services: Experiences of Medium, Small and Micro Enterprises (MSMEs) in Ghana

Author:
Marvis Zupork Dome and Daniel Armah-Attoh
Publication Date:
05-2022
Content Type:
Research Paper
Institution:
Ghana Center for Democratic Development
Abstract:
This study undertaken by CDD-Ghana with support from GIZ, sought to understand and document Micro, Small and Medium Enterprises (MSMEs) in Ghana’s challenges in accessing justice and other public services. The study sought to unearth MSMEs, particularly those owned by women, to be able to proffer appropriate policy recommendations to improve MSMEs access to justice, rule of law and service delivery. The research team adopted both qualitative and quantitative research approaches. A survey was conducted with 780 MSMEs in three regions (Greater Accra, Ashanti and Northern Regions) across three geographical zones and a total of 40 in-depth interviews with policy makers, policy support/implementing units and service providers.
Topic:
Women, Business, Services, Justice, and Public Service
Political Geography:
Africa and Ghana

30. Detailed Velocity and Heat Transfer Measurements in an Advanced Gas Turbine Vane Insert Using Magnetic Resonance Velocimetry and Infrared Thermometry

Author:
Michael Benson, David Bindon, Mattias Cooper, F. Todd Davidson, . David Helmer, Robert Woodings, Benjamin Duhaime, Bret P. Van Poppel, Christopher Elkins, and John P. Clark
Publication Date:
02-2022
Content Type:
Research Paper
Institution:
Department of Social Sciences at West Point, United States Military Academy
Abstract:
This work reports the results of paired experiments for a complex internal cooling flow within a gas turbine vane using magnetic resonance velocimetry (MRV) and steady-state infrared (IR) thermometry. A scaled model of the leading edge insert for a gas turbine vane with multi-pass impingement was designed, built using stereolithography fabrication methods, and tested using MRV techniques to collect a three-dimensional, three-component velocity field data set for a fully turbulent test case. Stagnation and recirculation zones were identified and assessed in terms of impact on potential cooling performance. A paired experiment employed an IR camera to measure the temperature profile data of a thin, heated stainless steel impingement surface modeling the inside turbine blade wall cooled by the impingement from the vane cooling insert, providing complementary data sets. The temperature data allow for the calculation of wall heat transfer (HT) characteristics, including the Nusselt number distribution for cooling performance analysis to inform design and validate computational models. Quantitative and qualitative comparisons of the paired results show that the flow velocity and cooling performance are highly coupled. Module-to-module variation in the surface Nusselt number distributions is evident, attributable to the complex interaction between transverse and impinging flows within the apparatus. Finally, a comparison with internal HT correlations is conducted using the data from Florschuetz et al. [1981, “Streamwiseflow and Heat Transfer Distributions for Jet Array Impingement With Crossflow,” ASME 1981 International Gas Turbine Conference and Products Show, American Society of Mechanical Engineers. doi:10.1115/1.3244463]. Measurement uncertainty was assessed and estimated to be approximately ±7% for velocity and ranging from ±3% to ±10% for Nusselt number.
Topic:
Science and Technology, Military Strategy, and Innovation
Political Geography:
Global Focus

31. Sharing Cyber Capabilities within the Alliance - Interoperability Through Structured Pre-Authorization Cyber

Author:
Jan Kalberg, Todd Arnold, and Stephen S. Hamilton
Publication Date:
07-2022
Content Type:
Research Paper
Institution:
Department of Social Sciences at West Point, United States Military Academy
Abstract:
Sharing cyber weapon/cyber capabilities requires trust between the member states, becoming a high-end policy decision due to the concerns of proliferation and the investment in designing a cyber-weapon that has a limited ’shelf-life’. The digital nature of cyber weapons creates a challenge. A cyber weapon can spread quickly, either self-propagating such as worms or via disclosure (and subsequent reuse) by malware researchers or malicious actors, raising proliferation concerns. Additionally, a cyber-weapon can be copied by the adversary or reverse engineered. Once the weapon is released, the adversary will eventually address the vulnerability, and the opportunity is gone. These factors raise the threshold between member states to share cyber weapons and cyber capabilities. Alliances, like NATO, prepare for a unified multinational, multi-domain fight; meanwhile, the national cyber forces are still operating as solitaires with limited interoperability and sharing. There is a need in the collective defence posture to integrate the multinational cyber force to achieve interoperability.
Topic:
Security, NATO, Military Strategy, Cybersecurity, and Alliance
Political Geography:
Europe and North America

32. Increasing the Success and Sustainability of Democracy and Governance Interventions in Post-conflict Countries

Author:
Fernanda Buril
Publication Date:
01-2022
Content Type:
Research Paper
Institution:
International Foundation for Electoral Systems
Abstract:
n countries riven by conflict, weak institutions, social divisions and grievances, political strife and security threats can hinder efforts to build or rebuild democracy and good governance. Donors and implementers need evidence of what works to better support partners in these contexts, optimize resources and adapt and improve programs. Increasing the Success and Sustainability of Democracy and Governance Interventions in Post-conflict Countries: Analyzing Literature Findings and Partner Perspectives, focuses on the perspectives of partners on the receiving end of CEPPS assistance, examines specific approaches that CEPPS took to support democratization and stabilization in post-conflict environments and analyzes the success and sustainability of these interventions. Its recommendations can be used by donors and implementers to design and implement more effective programs.
Topic:
Governance, Democracy, Political stability, and Conflict
Political Geography:
Global Focus

33. The PAIGC’s Political Education for Liberation in Guinea-Bissau, 1963–74

Author:
Tricontinental: Institute for Social Research
Publication Date:
07-2022
Content Type:
Research Paper
Institution:
Tricontinental: Institute for Social Research
Abstract:
The liberation struggle against colonialism, if it is to be a total liberation struggle, is not only for the political conquest of territory (‘flag independence’); it is a struggle to liberate the people from the tentacles of colonialism. The liberation struggle is a social and political phenomenon that gains strength when colonised people organise themselves to reclaim their political and economic sovereignty and to dismantle and destroy the institutions that overpower their own sense of themselves and their capacity to control the fruits of their labour. The liberation struggle employs – at different times – a range of means to end colonial domination, from armed struggle to economic strikes to educational projects, programmes, and cultural resistance.
Topic:
Sovereignty, Colonialism, Resistance, and Liberation
Political Geography:
Africa and Guinea-Bissau

34. Nela Martínez Espinosa (1912–2004) Women of Struggle, Women in Struggle

Author:
Tricontinental: Institute for Social Research
Publication Date:
03-2022
Content Type:
Research Paper
Institution:
Tricontinental: Institute for Social Research
Abstract:
The second half of the twentieth century was marked by national liberation struggles in the colonised countries of Africa and Asia. In Latin America, neo-colonial structures had subordinated the republics founded as independent countries at the beginning of the nineteenth century, cementing their subaltern position in the international division of labour. During decades of global crisis (1914–1948), Latin America saw battles between an oligarchy that violently sought to make the working class pay the price of the economic meltdown and a left-wing tendency boosted by two processes: the growing peasant and trade union organisations on the one hand, and a radicalised middle class on the other. Observing the new forms of material dispossession that made the promises of republican democracy impossible, peasant and worker organisations advanced a discourse highlighting class conflict and patriarchal and neo-colonial domination. They also voiced new visions of the nation state and the perspectives for democratic and socialist internationalism against the unfolding fascism, inspired by the mobilisations and transformations of public power achieved by the Mexican Revolution and the Russian Revolution. The fight for equality and liberation under the leadership of working people is ongoing in the anti-imperialist struggles of our time. In a myriad of ways, women powerfully shaped and continue to shape this struggle against oligopolistic, patriarchal, racist, and neo-colonial capitalism. In the Women of Struggle, Women in Struggle series of Tricontinental: Institute for Social Research, we present the stories of women in struggle who contributed not only to the wider arena of politics, but who also pioneered the establishment of women’s organisations, opening up paths of feminist resistance and struggle throughout the twentieth century. Praxis, as a knowledge of theory and of organisational methods of struggle as they change and respond to history, gives sustenance to ongoing struggles to face oppression. As militants, we study the diverse organisational methods of these women not only to better understand their political contributions, but also to inspire us as we build the organisations necessary for our fight against oppression and exploitation today. In this third study, we discuss the life and legacy of Nela Martínez Espinosa, an Ecuadorian fighter for the people. Nela was a writer and communist activist[i] from an early age with extensive internationalist experience. As the first woman elected to Ecuador’s parliament, she created one of the country’s first mass women’s political organisations in 1938 and, as the first woman minister of the interior, she was effectively in charge of the country in the chaotic three days that followed the insurrection known as La Gloriosa, or the Glorious May Revolution, in May 1944. Nela’s rich life-long activism teaches us about the history of women in local, national, and international struggles that linked women’s rights with anti-capitalist, anti-fascist, anti-racist, anti-colonial, and anti-imperialist struggles throughout the twentieth century. In a speech at Ecuador’s National Congress in 2003 (a year before her death), Nela spoke about becoming the first woman legislator in 1945: I came [to the parliament] for the first time in a trance of my love for this homeland, which is still struggling with itself, but by then had been rescued from a dictatorship that intensified its oppression. Those of us who experienced the dangers of demanding a revolution which was subsequently denied to us were simply moved. A woman in Congress among those who spoke and not simply among those who listened? Those who ruled inherited the colonial way of thinking and acting […] which during the colony destroyed the culture […] of indigenous peoples to the point of becoming part of the norm, the way of life for those who later became the leaders of the republic. The practice that we are speaking of persisted in social norms and especially behaviour. That is why my presence was strange in the National Congress and, on welcoming it, political leaders for the first time also recognised women citizens in the upper echelons of power.
Topic:
Gender Issues, Labor Issues, Colonialism, Feminism, and Biography
Political Geography:
South America, Latin America, and Ecuador

35. Labor and Politics in the Middle East and North Africa

Author:
Dina Bishara, Ian Hartshorn, Marc Lynch, Samar Abdelmageed, and Ashley Anderson
Publication Date:
01-2022
Content Type:
Research Paper
Institution:
Project on Middle East Political Science (POMEPS)
Abstract:
Economic grievances were at the heart of the Arab uprisings which erupted a decade ago. The centrality of those grievances and the workers articulating them has led to a growing research community focused on organized labor in the Middle East and North Africa. In April 2021, Dina Bishara and Ian Hartshorn convened a virtual workshop through Cornell University’s School of Industrial and Labor Relations bringing together a wide range of scholars writing in the area. POMEPS then invited those participants, as well as others who had not presented papers, to participate in a follow-on workshop to continue the discussion in September 2021. The papers in this collection are one of the fruits of this increasingly robust scholarly network.
Topic:
Economics, Politics, Labor Issues, Employment, Regulation, Arab Spring, Youth, Protests, Unions, Higher Education, COVID-19, Gulf Cooperation Council, and Activism
Political Geography:
Turkey, Middle East, Algeria, Saudi Arabia, North Africa, Egypt, Jordan, Tunisia, and Gulf Nations

36. Environmental Politics in the Middle East and North Africa

Author:
Jeannie Sowers, Marc Lynch, Taraf Abu Hamdan, Ekin Kurtiç, and Kali Rubaii
Publication Date:
05-2022
Content Type:
Research Paper
Institution:
Project on Middle East Political Science (POMEPS)
Abstract:
In February 2022, POMEPS convened a virtual workshop bringing together interdisciplinary contributions from anthropology, public health, political science, history, and human geography. Their geographic scope includes Morocco, Jordan, Lebanon, Iraq, Turkey, Kuwait, and other Gulf countries. The papers grapple with the complexity and diversity of environmental politics and issues across the Middle East. In doing so, they contribute to important trends that have emerged in international and comparative environmental politics more broadly. Many of the papers highlight the importance of field-based research in producing insightful analyses, and all raise important and innovative questions that should inform future research in this area.
Topic:
Environment, Politics, History, Political Science, Anthropology, Public Health, and Human Geography
Political Geography:
Iraq, Turkey, Middle East, Kuwait, North Africa, Lebanon, Jordan, Morocco, and Gulf Nations

37. COVID-19 in the MENA: Two Years On

Author:
Marc Lynch, Vahid Abedini, Yasmina Abouzzohour, Meliha Benli Altunisik, and Mona Ali
Publication Date:
06-2022
Content Type:
Research Paper
Institution:
Project on Middle East Political Science (POMEPS)
Abstract:
Early in the pandemic, POMEPS convened an online workshop with a diverse group of scholars working across the MENA region to discuss the initial impacts and to think through possible trajectories. That workshop resulted in POMEPS Studies 39, which included twenty-one essays ranging across the MENA region. Several major themes ran across those essays. We collectively expected regimes to securitize the pandemic, using the excuse of lockdowns to crack down on a protest wave that had reached multiple countries in 2019 and to further entrench authoritarian rule. We expected variation in state capacity to be a critical variable in terms of the ability of states to effectively respond to the pandemic. And several essays anticipated soft power international competition, as great powers used vaccine diplomacy to sway public attitudes their way. Two years on, how did those predictions hold up? In April 2022, POMEPS convened a follow-up workshop with some of the same scholars and a number of new contributors to assess how well those early projections panned out, and to assess the actual impacts of COVID on the region after two years. We are delighted to now publish the results of that workshop and ongoing conversations among a diverse group of scholars of the region.
Topic:
Civil Society, Health, Politics, Sectarianism, Authoritarianism, Economy, Solidarity, Soft Power, Violence, Public Health, Students, COVID-19, Securitization, Gender, and Regional Politics
Political Geography:
Iran, Middle East, Israel, Palestine, North Africa, Lebanon, Egypt, Morocco, Tunisia, and United Arab Emirates

38. The Rise of Nationalism: Lessons from Europe

Author:
Sivamohan Valluvan and Leon Sealey-Huggins
Publication Date:
03-2022
Content Type:
Research Paper
Institution:
Center on International Cooperation
Abstract:
Sivamohan Valluvan and Leon Sealey-Huggins discuss the rise of ethno-nationalism in Europe, and provides a helpful list on the actions that can be taken to counter ethno-nationalism – school curriculums that encourage empathy and provide historic context, tackling fearmongering and lies in the media, and a call for political leaders to resist cheap, short-term anti-immigration scapegoating.
Topic:
Nationalism, Immigration, Curriculum, and Ethnonationalism
Political Geography:
Europe

39. Social Mobilization and Structural Racism in Colombia

Author:
David Murillo Mosquera
Publication Date:
03-2022
Content Type:
Research Paper
Institution:
Center on International Cooperation
Abstract:
David Murillo Mosquera used the 2021 protests in Colombia to illustrate the role social movements play, and to call for a national dialogue alongside policies such as fast-tracking land titling to provide the Afro-Colombian community with secure housing and assets.
Topic:
Social Movement, Ethnicity, Solidarity, Housing, and Racism
Political Geography:
Colombia and South America

40. Racism, Xenophobia, and Misogynistic Prejudice in South Africa: A Case Study of Policy Interventions Since 1994

Author:
Masana Mulaudzi
Publication Date:
03-2022
Content Type:
Research Paper
Institution:
Center on International Cooperation
Abstract:
Masana Mulaudzi reminds us of the challenges of undoing years of structural racism at the country level even where there are good intentions at the start of the process. While the money to finance redistribution and investment hasn’t always been made available following the end of Apartheid in South Africa, the foundational legislation that introduced a progressive framework and implemented a transitional justice process—the Truth and Reconciliation Commission–has contributed to an environment where civil society can pursue litigation, social movements, and mass campaigns related to ending prejudice and promoting equitable and just policy implementation.
Topic:
Apartheid, Transitional Justice, Xenophobia, and Racism
Political Geography:
South Africa

41. Social Housing 2.0

Author:
Gianpaolo Baiocchi and H. Jacob Carlson
Publication Date:
04-2022
Content Type:
Research Paper
Institution:
Center on International Cooperation
Abstract:
The global housing crisis shows few signs of letting up. This report from Gianpaolo Baiocchi (Director of the Urban Democracy Lab, Professor of Individualized Studies and Sociology at NYU) and H. Jacob Carlson (postdoctoral research associate at S4 at Brown University) argues that the solutions can be found in "social housing." This report makes the case that social housing is desirable, viable, and achievable. The intractability of the global housing crisis requires new thinking and action, even if it draws on lessons that are quite old. As housing costs continue to skyrocket, policymakers and social movements have an opportunity to set their communities on a new path—one that guarantees a fundamental right to housing.
Topic:
Inequality, Crisis Management, and Housing
Political Geography:
Global Focus

42. Addressing Inequality and Exclusion in the Pandemic’s Aftermath

Author:
Paul von Chamier
Publication Date:
05-2022
Content Type:
Research Paper
Institution:
Center on International Cooperation
Abstract:
During the first quarter of 2022, signs continued to emerge that suggest the most acute stage of the pandemic is slowly drawing towards its end. COVID-19, a black-swan event that disrupted the world, brought into sharp focus systemic issues surrounding inequality and exclusion that well predated 2020. Societies that experienced deeper societal inequities before the crisis ended up being more vulnerable to both the infection spread and the related economic recession.
Topic:
Public Opinion, Inequality, COVID-19, and Exclusion
Political Geography:
Global Focus

43. The Relationship Between Justice and Equality

Author:
Sheelagh Stewart
Publication Date:
06-2022
Content Type:
Research Paper
Institution:
Center on International Cooperation
Abstract:
At the heart of the 2030 Agenda for Sustainable Development is a vision of a “just, equitable, tolerant, open and socially inclusive world in which the needs of the most vulnerable are met.” This is a powerful vision. It is also part of a long history of global reform which seeks to make justice systems more inclusive. The first modern definition of the objective of law reform (now a century old) focuses on a government limited by law, equality under the law, and the protection of human and civil rights.
Topic:
United Nations, Sustainable Development Goals, Justice, and Equality
Political Geography:
Global Focus

44. Towards a Prevention and Peacebuilding Data Hub: Scoping the Future of Data Services and Capacity Building

Author:
Branka Panic and Paige Arthur
Publication Date:
07-2022
Content Type:
Research Paper
Institution:
Center on International Cooperation
Abstract:
The complex crises in our world—from rising instability linked to pandemic effects and climate change, to ongoing challenges of civil war, urban violence, violent extremism—require complex analysis and insights. Emerging technologies, data, and data science methods have been recognized as potential tools to help tackle some of these “wicked” problems across the humanitarian-development-peace nexus. Artificial intelligence (AI) and machine learning (ML) potentially open a range of new opportunities for early warning and humanitarian preparedness, assessment and monitoring, service delivery, and operational and organizational efficiency. Advanced data analysis is the core of these efforts, and its success often depends on timely access, as well as the right quality and quantity of data.
Topic:
Science and Technology, Artificial Intelligence, Data, Machine Learning, and Peacebuilding
Political Geography:
Global Focus

45. Indian GI: Local Goes National Goes Global

Author:
Blaise Fernandes
Publication Date:
01-2022
Content Type:
Research Paper
Institution:
Gateway House: Indian Council on Global Relations
Abstract:
Geographical Indication (GI) tags denote a good's specific physical origin. These are potential revenue-generators for India. Combining government support with its e-commerce network, India can empower MSMEs and women-led cottage industries to compete with large companies by building a strong GI ecosystem. The Make in India initiative and GI can together provide an impetus to social and economic growth in India.
Topic:
Science and Technology, Business, Economic Growth, Commerce, Revenue, and Geographical Indication (GI)
Political Geography:
South Asia and India

46. India in the Indo-Pacific: Pursuing Prosperity and Security

Author:
Christopher Conte
Publication Date:
02-2022
Content Type:
Research Paper
Institution:
Gateway House: Indian Council on Global Relations
Abstract:
Research Papers in this compendium include: India, the Blue Economy and the Indo-Pacific’s Future (Amb. Rajiv Bhatia); Green Hydrogen: Securing the Energy Supply Chain in the Indo-Pacific (Amit Bhandari); Enhancing Regional Financial Intermediation in the Indo-Pacific (David Rasquinha); India’s Diaspora: Soft Power in the Indo-Pacific Countries (Sifra Lentin); India in the Resilient Supply Chain Initiative: Opportunities, Challenges & Possible Collaborations (Roger C. Liu); India’s Indispensable Role in Human and Economic Security in the Indo-Pacific (Cleo Paskal); Extending India’s Maritime Security Strategy in the Indo-Pacific (Cdr. Amrut Godbole); India’s Current and Potential Contribution to Cyber Resilience in the Indo-Pacific (Sameer Patil); Digital Public Goods for the Indo-Pacific: A Techno-legal Approach to Data Empowerment & Protection (Sanjay Anandaram & Manjeet Kripalani); India’s Role in Equipping Earth Observation Satellites for the Indo-Pacific (Dr. Chaitanya Giri).
Topic:
Security, Foreign Policy, Science and Technology, Cybersecurity, Economy, Maritime, Prosperity, Supply Chains, Hydrogen, and Satellite
Political Geography:
South Asia, India, and Indo-Pacific

47. Achieving the Promise of Hydrogen for India and the World

Author:
Amit Bhandari, Chaitanya Giri, and Saeeduddin Faridi
Publication Date:
03-2022
Content Type:
Research Paper
Institution:
Gateway House: Indian Council on Global Relations
Abstract:
On February 17, India launched the Green Hydrogen Policy which facilitates the production of hydrogen and ammonia to replace fossil fuels. Produced from water by electrolysis, green hydrogen offers a way to store renewable energy in bulk. This paper analyses the viability of green hydrogen in India as a vehicle fuel and industrial gas, and makes recommendations for the usage of this clean energy source by companies, entrepreneurs, and policy-makers.
Topic:
Entrepreneurship, Economy, Renewable Energy, Fossil Fuels, and Hydrogen
Political Geography:
South Asia and India

48. Analysing India’s Economic Security Challenges

Author:
Gateway House
Publication Date:
06-2022
Content Type:
Research Paper
Institution:
Gateway House: Indian Council on Global Relations
Abstract:
Low global commodity prices, strong FDI inflows, and sustained growth have boosted the Indian economy in the preceding decade. This favourable economic climate, however, was disrupted by the pandemic and the crisis in Ukraine, exposing vulnerabilities in the global economic system. This paper focuses on India’s economic security challenges, particularly in six sectors - Food, Energy, Finance, Data, Space & Undersea Cables and Critical Minerals - and suggests possible courses of action.
Topic:
Food, Finance, Space, Commodities, Data, COVID-19, Minerals, Economic Security, Energy, and Russia-Ukraine War
Political Geography:
South Asia and India

49. Research Report: Perspectives on Youth Engagement in Operationalizing Peace and Security at a National Level

Author:
Katrina Leclerc
Publication Date:
07-2022
Content Type:
Research Paper
Institution:
Global Network of Women Peacebuilders (GNWP)
Abstract:
This research report summarizes findings of a rapid study of variations in the ways young people, ages 15-30, especially young women, are engaged in country-level planning on issues of peace and security across six country case studies: the Democratic Republic of Congo (DRC), Iraq (including the Kurdistan Region of Iraq, or the KRI), Jordan, Nigeria, the Philippines and Tunisia. The research findings provide a preliminary indication of some common concerns expressed by young people who are engaged in peace activism. These concerns include the ways government officials seek to engage youth in national peace and security initiatives and policy development. Particular attention was paid to how young women are encouraged to participate and the ways their specific concerns are addressed within youth-led peacebuilding organizations and networks, in both official Youth, Peace and Security (YPS) processes and by organizations involved in implementing the Women, Peace and Security Resolutions.
Topic:
Security, Youth, Peace, and Gender
Political Geography:
Africa, Iraq, Middle East, Asia, Philippines, Nigeria, Jordan, Tunisia, and Democratic Republic of Congo

50. Survivor-Centred Justice for Gender-Based Violence in Complex Situations

Author:
The George Washington University The Global Women's Institute (GWI)
Publication Date:
12-2022
Content Type:
Research Paper
Institution:
The Global Women's Institute (GWI), The George Washington University
Abstract:
The report Survivor-Centred Justice for Gender-Based Violence in Complex Situations is the result of new research conducted by IDLO, in partnership with the Global Women’s Institute at George Washington University, in six countries across the globe with the aim to identify approaches that centre survivors in all efforts to address gender-based violence (GBV) in complex situations. The report is informed by country case studies in Afghanistan, Honduras, Papua New Guinea, the Philippines, South Sudan, and Tunisia, to provide different perspectives of complexity in accessing justice and an analysis of diverse justice mechanisms dealing with GBV in situations of conflict, organized crime, climate disasters, and health emergencies, often intersecting with contexts of legal pluralism and political transition. Research findings show that, in order to be effective, measures and programmes aimed at ensuring access to justice for GBV survivors need to be responsive to women’s specific needs and vulnerabilities, as well as relevant to contextual challenges, while firmly anchored in international gender equality and human rights legal obligations.
Topic:
Gender Issues, Gender Based Violence, Justice, and Group Survival
Political Geography:
Afghanistan, Africa, Middle East, Asia, Philippines, Central America, North America, Tunisia, Honduras, South Sudan, and Papua New Guinea

51. Observe and Act The role of armed and political movements in the implementation of the Women, Peace and Security agenda in Myanmar

Author:
Zin Mar Phyo, Veronique Dudouet, Ann-Kristin Sjoberg, Tilman Papesch, Katharina Schmitz, Nicolas Sion, Maw Day Myar, and Thinzar Linn Htet
Publication Date:
12-2022
Content Type:
Research Paper
Institution:
Berghof Foundation
Abstract:
Berghof Foundation and Fight for Humanity, with the support of the German Federal Foreign Office, conducted a participatory research project examining the role that armed and political movements can play to implement UNSCR 1325. The research is based on the experiences of two Ethnic Resistance Organisations (EROs) from Myanmar: the Karenni National Progressive Party (KNPP) and the Karen National Union (KNU). One of the key findings is that the movements do engage with this agenda and have maintained a constant dialogue with women’s organisations in their territories. However, a conservative mindset still exists among parts of the leadership as well the general population. Consequently, measures to protect women in conflict areas are limited and mainly decided on by men, which reduce their effectiveness.
Topic:
Women, Conflict, Peace, and Gender
Political Geography:
Asia, Burma, and Myanmar

52. Attentive, assertive, supportive EU support to nonviolent movements

Author:
Sergio Rodriguez Prieto
Publication Date:
09-2022
Content Type:
Research Paper
Institution:
Berghof Foundation
Abstract:
Recent years have seen a dramatic increase of mass nonviolent movements around the globe, taking the street and the online space to demand radical reforms towards greater democracy, justice, peace or equal rights. External support to nonviolent movements can help prevent violent escalation, mitigate repression, protect civic space, facilitate conflict transformation and foster sustainable peace. In a global context where the shrinking of civic space is coupled with the proliferation of protests, the European Union needs to develop a strategy to deal with nonviolent movements consistently and effectively. This paper explores the role that different EU institutional actors can play in supporting nonviolent movements and puts forward some basic recommendations to develop a more coherent conceptual framework and factor peaceful protests into the EU’s external action.
Topic:
Regional Cooperation, Social Movement, European Union, and Nonviolence
Political Geography:
Europe

53. Fostering constructive relations Approaches to trust-building in peacebuilding interventions

Author:
Viktoria Budde and Karoline Eichhoff
Publication Date:
05-2022
Content Type:
Research Paper
Institution:
Berghof Foundation
Abstract:
The international community is currently facing a dilemma: although building trust between representatives of state institutions and the population is one of the fundamental components of cooperation between donors and recipient countries of support services in the security sector, we are observing worldwide that trust in state institutions fades. Confidence-building initiatives between citizens and, for example, the police and the military obviously do not always contribute to improvement. Therefore, basic assumptions about the role of trust and how trust-building works in conflict societies must be questioned.
Topic:
International Cooperation, Conflict, Social Order, and Trust
Political Geography:
Global Focus

54. Harnessing Informal Social Safety Nets for Resilience and Development

Author:
Merry Fitzpatrick, Hassan Alattar Satti, Sarra Beheiry, and Elizabeth Stites
Publication Date:
04-2022
Content Type:
Research Paper
Institution:
Feinstein International Center, Tufts University
Abstract:
People turn to each other to get through difficult times, to celebrate life events, or simply to ease daily living. Humanitarian assistance usually provides support only when there are large-scale crises that affect whole populations. What do people do when humanitarian assistance is not provided, when only one or a few households are affected? And when humanitarian assistance is provided, how does it affect these systems of mutual support? Established systems of mutual support (informal social safety nets) evolve to organize reciprocal support and make that support more predictable. This report examines the nature of these mutual support systems in selected communities in North and South Darfur, Sudan. Through research conducted in these communities, we explore how a full menu of these social safety nets operate, the functions they serve, who benefits, and the obligations on community members. The informal social safety nets (SSNs) identified in this study varied somewhat from one community to another, but were largely the same across all communities, regardless of state or livelihood specialization. These SSNs operate as coherent webs that support social connections and norms, providing social and practical benefits as well as immediate emergency assistance when needed. SSNs depend on relationships and trust to function and are governed by shared norms. We have seen that SSNs can also restore broken trust and violated norms. The conflict in Darfur violated norms and disrupted many relationships, and therefore undermined the SSNs that depended on them. However, some SSNs have played important roles in reconciliation.
Topic:
Development, Governance, Resilience, and Safety Net
Political Geography:
Africa and Sudan

55. The social and economic cost of Egypt's prison system

Author:
Egyptian Initiative for Personal Rights Legal Researcher and Lawyer
Publication Date:
02-2022
Content Type:
Research Paper
Institution:
Arab Reform Initiative (ARI)
Abstract:
Legal scholars have long been concerned with how to deter crime and limit its spread. For a long time, imprisonment has been used as a tool to serve these two purposes. On one hand, prisons function as a means to deprive inmates of their liberty and deter public and private crime. On the other hand, they also seek to reform convicts in a way that facilitates their reintegration into society by adopting appropriate rehabilitation programs for each prisoner.1 Despite the general deterrent impact of imprisonment, overreliance on such penalties can also have negative consequences – particularly when prisons fail to fulfil the rehabilitation component of their role. Prisons then risk turning into a hotbed that enables even more dangerous criminal behavior. As such, some legal scholars believe that penalties that deprive individuals of their liberties are no longer considered the best or only means to create more stable and secure societies, nor to reduce crime rates.
Topic:
Crime, Law, Legal Theory, and Legal Sector
Political Geography:
Africa, Egypt, and MENA

56. Egypt transport policies 2014-2021

Author:
Mohamed Hegazy
Publication Date:
03-2022
Content Type:
Research Paper
Institution:
Arab Reform Initiative (ARI)
Abstract:
The Egyptian Ministry of Transport’s1 YouTube channel provides an excellent documentation of the far-reaching changes taking place in the transport sector in Egypt: new highways connecting cities and new bridges; new train carriages for the national railways; new public transport systems such as the Metro, Monorail and Electric train. Between 2014 and 2021 the Egyptian state has invested 1 trillion EGP (~63.6 billion USD) in the transport sector2 in its bid to achieve sustainable development3 . This paper seeks to examine policies and state investments in the transport sector from a sustainable development perspective, focusing on the environmental and social dimensions.
Topic:
Development, Infrastructure, Transportation, and Sustainability
Political Geography:
Africa, Egypt, and MENA

57. Financial Analysis of Health System Shifts in Egypt: Searching for “gratuitousness” and the right to health

Author:
Mohamed Gad
Publication Date:
05-2022
Content Type:
Research Paper
Institution:
Arab Reform Initiative (ARI)
Abstract:
Throughout the formation and development of the modern state of Egypt,1 health policies played two key roles: First, the state played a powerful and efficient role in the provision of medical services through facilities funded by public treasury revenues. Secondly, it strived to provide these services at the lowest possible costs or free of charge in what is known as the “gratuitousness” policy. Like many other free social policies that took root during the interwar period and were given new impetus with the advent of Arab socialism in the 1960s, the “free public hospital” principle was a subject of conflict between two movements that fiercely competed to control public policy in recent decades. The first movement defended the “gratuitousness” policy through tax-based expansionary fiscal policies targeting the wealthiest segments of society — a model similar to the welfare state adopted in some Western European countries. The second movement believed that tax reduction and redistribution policies in general were of vital importance to help the country attract investments and achieve the highest possible rate of economic growth and capital accumulation — in parallel with the rise of neoliberalism globally. The second movement recommended fiscal policies aimed at reducing the budget deficit, claiming that the latter affects investment opportunities in a multitude of ways. For example, it contributes to the rise of inflation rates, not to mention that public debt crowds out private borrowing opportunities, etc. This movement calls for transforming the interwar and Arab socialism policy legacy into a new pattern relying less on the public treasury and more on middle-class contributions, with “gratuitousness” policies being restricted to the poorest segments of society. This system requires continuous updates to the citizens’ income distribution database to help identify affluent and disadvantaged groups. This movement managed to gain traction in Egypt thanks to two major financial crises in the country. The first took place in the late 1980s with the steep rise in external debt, which led Egypt to adopt economic liberalization policies in the early 1990s known as stabilization and structural adjustment programs, which were supported by the International Monetary Fund (IMF) and the World Bank. The second crisis happened when the global financial crisis reached Egypt and political instability following the 2011 revolution, with the subsequent emergency of a black market for hard currency in 2016, leading to a new phase of financial and monetary policies with the support of the IMF and international donors. During the two crises, international financial institutions were reinforcing their policies in Egypt, particularly the scaling down of social protection policy costs covered by the public treasury. In this context, a new health insurance law was introduced and approved in 2018. The provisions of the new law represented a major transformation in the role of the state in the health sector in Egypt. The law is the first piece of legislation aimed at restructuring the health insurance system in Egypt since the 1960s. In essence, it aims to reduce dependency on “gratuitous hospitals funded by the public treasury” model and, instead, to adopt a new model that is more reliant on the middle-class to fund the public health system via deductions from their income. This model could improve public health services, while enabling the state to maintain its social role in supporting the disadvantaged. As the new health insurance law created a major shift in the history of health policies in Egypt, it also sparked widespread controversy. It is likely to stir even more controversy during its 15-year implementation period. So far, the law has only been applied in a small number of the least populated governorates.2 This research paper is not biased towards either of the two abovementioned movements, as both of them entail numerous contradictions. The “gratuitous” hospital model funded by the public treasury has long been criticized for the poor quality of services, even during its beginnings in the 1960s. The movement defending this model also did not propose any broader perceptions on distributive tax policies to increase public treasury resources, and it focused on the improvement of medical services.
Topic:
Health, Health Care Policy, Finance, and Financial Development
Political Geography:
Africa and Egypt

58. Impacting policies: Waste management and advocacy in Lebanon

Author:
Samar Khalil
Publication Date:
06-2022
Content Type:
Research Paper
Institution:
Arab Reform Initiative (ARI)
Abstract:
Since 1994, Lebanon's waste management policy has consisted of implementing a series of emergency plans, each partially and poorly executed, and extended until a new crisis emerged. Devoid of any measures to move to long-term, sustainable planning, these local emergency fixes to the lingering waste crisis have incurred high financial costs for citizens as well as negative environmental, health, and safety impacts. Lebanese citizens are paying a high price for solid waste management (SWM). Lebanon spends $154.5 to manage every ton of solid waste, compared to Algeria, Jordan, and Syria which spend $7.22, $22.8, and $21.55, respectively (Human Rights Watch, 2020). The solid waste sector ranked first in terms of environment-related government spending in Lebanon, with a total of $647 million spent between 1998 and 2008 (Arif & Doumani, 2014). Expenditures on SWM reached $2.2 billion between 1996 and 2015 (Akiki, 2019). Despite these high expenditures, the cost of environmental degradation (COED) from the solid waste sector was around $66.5 million (0.2% of national GDP) in 2012 (Arif & Doumani, 2014), increasing to $200 million (0.4% of GDP) in 2018 (MoE, UNDP, 2019). To date, around 20% of the waste is recovered, out of which only 6% reaches recycling facilities, 36% is landfilled, and 44% is dumped in around 940 open dumps scattered throughout the country (MoE, UNDP, UNHCR, UNICEF, 2020). At the same time, the private company contracted since 1994 to collect and treat much of Lebanon’s waste – Sukleen (part of the Averda Group) – has generated over $170 million in revenues per year, one of the highest waste management revenues in the world (Chaaban, 2016). Sukleen has held a monopoly in waste management in Beirut and Mount Lebanon since the 1990s, when it won a contract for building, testing, and operating a waste incinerator located in the city of Amrousiyeh. Operation at that site was short-lived as angry residents burned the plant down in 1996, but through other contracts, Sukleen came to handle around 50% of the waste generated nationally, serving around 400 municipalities (Chaaban, 2016). The company’s contract was renewed three times by the Council for Development and Reconstruction (CDR) without an open tender. With each contract renewal, collection and processing fees increased, all paid using transfers from the Independent Municipal Fund, an intergovernmental grant system that disburses taxes and fees to municipalities. Successive plans for integrated solid waste management (ISWM) – in 2006, 2010, 2014, 2015 and 2019 – never bore fruit. Instead, Sukleen’s monopoly persisted in Beirut and Mount Lebanon, with its contracts managed by the central government rather than the municipalities. Meanwhile, in other regions, municipalities and federations of municipalities managed their waste following a decentralized approach, with international aid being channelled to finance Mechanical-Biological Treatment (MBT) plants for sorting and composting, achieving low diversion rates from landfills and dumps (Azzi, 2017).
Topic:
Governance, Decentralization, Waste, and Management
Political Geography:
Middle East and Lebanon

59. Iraqi youth in contexts of conflict: Fragmentation, divergent strategies, and the impossibility of inclusion

Author:
Adel Bakawan
Publication Date:
07-2022
Content Type:
Research Paper
Institution:
Arab Reform Initiative (ARI)
Abstract:
What are the various consequences on a young person’s life trajectory when she or he comes into adulthood in a context of conflict? What happens to anticipated plans for the future – education, marriage, first employment – when they are profoundly disrupted by the eruption of conflict, and what types of coping mechanisms and strategies are adopted by youth in the face of such disruptions? And how does the transition into adulthood in a fluid normative context – where violence can be abundant, gender traditional roles can be upended, and trauma widespread – shape individual political values and beliefs as well as social relations with the community and within the family? In exploring how youth navigate their own lives and construct themselves when the transition to adulthood occurs in a context of conflict, evidence shows that conflict acts as both an opportunity and a constraint to youth in terms of livelihood opportunities, pathways for wellbeing, experiences of political inclusion, and feelings of empowerment and disempowerment. At the same time, though, youth trajectories during contexts of conflict are neither linear nor strictly dependent on the structure of available opportunities. Indeed, how youth make decisions with regards to their own lives, and the factors that influence their decision-making, demonstrate complex processes involving specific contextual factors, the configuration of social relations, and positionality within conflict dynamics, among others. In this sense, youth trajectories in contexts of conflict are both highly diverse and often unexpected but also, critically, can shift repeatedly. Unpacking this complexity is of critical importance, though, if we are to grasp the multiple and even contradictory ways in which conflict impacts the trajectories of young adults. It also critical to understanding the broader implications at the societal level in terms of future patterns of political participation, beliefs, and attitudes as well social and gender relations within and between communities and generations. From 2020-2021, the Arab Reform Initiative undertook a broad research program to investigate the personal trajectories of youth in conflict, focusing on those who have come into adulthood since 2011 in Libya, Iraq, and Syria. This research, based on 75 qualitative semi-structured interviews in each country and, where possible, focus group discussions, has investigated the perceptions and decision-making processes of youth and broader-term implications in political, economic, social, and personal terms. More precisely, this research investigated youth trajectories and broader social and political implications through analysis at three distinct levels. At the micro-level, the research investigated the personal narratives of youth and how they view the impact of the conflict in terms of personal self-construction. This included investigating their decision-making matrices and aspirations, the coping strategies they have found, as well as how they have felt empowered/disempowered in the context of conflict. At the meso-level, the research explored the contextual factors mediating youth’s decision-making and their margins of maneuver, including war and peacebuilding economies, existing programming and external aid for youth, shifting power structures and social hierarchies, and normative fluctuations, conducting intersectional analysis to understand how different social positions (ethnicity, religion, gender, class, etc.) shape different narratives and strategies. Finally, at the meta-level, the research sought to assess the diverse political and peacebuilding content with regards to youth values, agency, and forms of engagement, focusing in particular on youth meaningful political participation, everyday practices of peacebuilding, and the establishment of gender equality if and where it occurred. The study presented here relays the outcomes of the research undertaken with Iraqi youth, where field interviews took place in 2020 in the cities of Mosul and Basra, sites where different types of conflict have occurred, ranging from the violent conflict with ISIS to the transformative social conflict of the Tishreen protest movement. In taking stock of these in-depth and highly personal interviews, this study contributes new knowledge and insights regarding how the transition to adulthood under conflict has impacted the acquisition of experiences and skills, needs and aspirations, and changes in perceptions and perspectives of Iraqi youth. The research presented here thus explores how youth narrate their personal trajectories and the impact of events on their own lives, but also how they understand the country’s political evolution and the nature of the conflict itself. The study explores what factors (moral, ideological, political, social, economic, personal, or other) motivate or drive their decisions, how they perceive of opportunities and constraints for their own pathways, and how they find or create opportunities for themselves. The study also investigates how gender norms and gender performative roles been transformed as a result of the conflicts and the impact of these changes in their own social relations and aspirations for the future. Finally, the study sheds light on Iraqi youth’s personal attitudes towards violence and non-violence, what concepts such as peace, justice, and reconciliation actually mean to them and what they look like in practice, and the extent to which youth perceive of agency in their own lives and the roles they seek to play in renewing the political order and social contract of Iraq.
Topic:
Youth, Youth Movement, Identity, and Inclusion
Political Geography:
Iraq and Middle East

60. Unpacking solid waste management policies in Lebanon: Public policies based on power-sharing politics rather than evidence-based decision-making

Author:
Cynthia Kreidy
Publication Date:
08-2022
Content Type:
Research Paper
Institution:
Arab Reform Initiative (ARI)
Abstract:
iles of garbage have again been accumulating on the streets of major Lebanese cities.1 2 A scenario that is all too familiar and takes us back to 2014 when Sukleen – the company contracted to manage solid waste in Beirut and Mount Lebanon – halted its operations and streets were filled with piles of garbage for months. 3 Once again Lebanon is on the verge of another waste crisis, but this time from a more vulnerable and dire state. Solid waste has been ravaging the streets of Beirut and Mount Lebanon for numerous reasons. These include the contractor not getting paid, the high cost of transportation which reduces the frequency of collection,4 the closure of landfills which are at capacity, or even the obstruction of works at the landfills due to trespassers waiting to collect metals and other valuable materials to sell them amid Lebanon’s heaviest economic and financial crises.5 The absence of sustainable and integrated solid waste management (SWM) in Lebanon has denied citizens their right to health.6 Open dumping and burning, which have been occurring due to the inaction of regulatory authorities, have negative health impacts on nearby residents. Some individuals have reported respiratory illnesses and skin problems, while others complain about bad mental health.7 Additionally, open burning could be linked to cancer and heart disease. These practices have disproportionately affected poor communities, given that burning sites are often in their vicinity and that they cannot afford health care.8 Moreover, the cost of environmental degradation due to the lack of a comprehensive SWM plan was equivalent to $66.5 million in 20129 ) and $200 million in 201810 . The cost of environmental degradation is reflected by a loss of welfare demonstrated by the degradation in the quality of life, economic losses, and environmental losses, among others.11 The solid waste sector contributed to around 10% of the country’s greenhouse gas emissions in 2011, largely due to open dumping and burning across the country.12 13 An integrated solid waste management strategy at the national level is the only long-term solution to the solid waste problem. In the absence of such a plan, and following the solid waste crisis in 2015, several grassroots movements, civil society organizations and municipalities have tried to remedy the absence of a national plan by leading small-scale interventions based on sorting at source and waste valorization in order to minimize volumes of waste sent to landfills.14 15 16 However, none of these projects is implementable at the national level, since these initiatives rely on a municipality’s rare, and voluntary will. This paper employs a systems analysis to explore how solid waste mismanagement has been an intentional political decision-making process tailored to nurture and protect dysfunctionality through elite capture and clientelism. The hypothesis will be presented using a Causal Loop Diagram (CLD) which will then be analyzed and validated via case studies involving the municipalities of Beit Mery, Dhour Choueir, and Brih.
Topic:
Leadership, Waste, and Resource Management
Political Geography:
Middle East and Lebanon

61. Perceptions and Trajectories of Youth in Baghdad, Al-Basra, and Mosul after the 2014 Conflict with ISIS

Author:
Farah Al Shami
Publication Date:
09-2022
Content Type:
Research Paper
Institution:
Arab Reform Initiative (ARI)
Abstract:
This infographics report analyzes and interprets quantitative data that was collected by the Arab Reform Initiative (ARI) in Summer 2021 using an extensive in-person/face-to-face survey targeting 676 youth (aged 18-28) in three Iraqi cities (Baghdad, Al-Basra, and Nineveh-Mosul). By doing so, the report aims at assessing the impact of the 2014 conflict with ISIS in Iraq on the perceptions, aspirations, and actual trajectories of youth living in these three cities, namely in terms of education, employment and livelihoods, political participation, civic engagement and peacebuilding efforts, as well as choices for personal life. The survey is part of the Arab Reform Initiative’s broader work on how youth in Iraq and other Arab countries have navigated armed conflicts in the last decade. We find that the conflict has had a significant negative impact on Iraqi youth’s education and employment, and that this impact is more pronounced on education compared to employment. This impact happened mainly through the channel of economic hardship and – to a lesser extent – the channel of fear, uncertainty, and security concerns. This impact has also largely shaped the surveyed youth’s personal lives and choices. Moreover, surveyed youth expressed apathy towards formal politics and fear of engaging in politics or expressing political views/affiliations/support because of security concerns. The 2014 conflict has had a significantly more negative impact on Iraqi youth’s political participation than on their civic engagement. Although our data shows that the overall impact of the conflict on these different dimensions is significant, the magnitude of this impact is substantially less than one may have expected. We found that the negative impact of the conflict is of a higher magnitude on the actual status quo of Iraqi youth compared to their aspirations and their perceptions of its actual impact. For instance, when asked general questions about the factors affecting their trajectories, Iraqi youth did not or rarely chose “the Iraqi ISIS conflict,” whereas when they were directly asked about the impact of this conflict on their trajectories, their answers exhibited a significant importance given to the conflict. In our report, we present various reasons that explain these observations and discrepancies, some of which come from our data and others from our understanding of the Iraqi context.
Topic:
Security, Youth Culture, ISIS, Youth, and Conflict
Political Geography:
Iraq and Middle East

62. On the Experience of the Sudanese Professional Association: Personal Testimonial

Author:
Mohamed Nagi Alassam
Publication Date:
09-2022
Content Type:
Research Paper
Institution:
Arab Reform Initiative (ARI)
Abstract:
Despite the divisions that plagued the SPA, trade unions and professional associations have since the coup retained a complementary and supportive role to the resistance committees. However, they remain marginal. Despite continuous strikes in various sectors, the collective and joint action of unions has remained underwhelming and failed to meet the hopes and expectations of the Sudanese.
Topic:
Labor Issues, Community, Professionalism, and Labor Unions
Political Geography:
Africa and Sudan

63. Who Benefits from Tunisia's Green Hydrogen Strategy?

Author:
Aida Delpuech
Publication Date:
12-2022
Content Type:
Research Paper
Institution:
Arab Reform Initiative (ARI)
Abstract:
As the global energy sector sought to revamp itself over recent years, several countries around the world have joined a race toward green hydrogen –labelled “energy of the future”. Unlike grey hydrogen, made by fossil fuels (natural gas) and a significant source of greenhouse gases,1 2 green hydrogen is generated by electrolysis whereby water is split using electricity from renewable energy sources. The combustion of 1kg of this gas produces almost four times more energy than one kilogram of gasoline.3 In 2021, the production of green hydrogen produced represents only 5% of the 94 million tons of overall produced hydrogen globally.4 However, this quantity is bound to rise, given the various strategies developed in the post-Covid economic recovery plans or by strategies to power Europe with alternatives to Russian gas.5 While a global market for green hydrogen is being shaped, Tunisia launched in early 2022 the development of its very own national strategy for green hydrogen to be finalized by 2024. The country has already announced that it will prioritise export6 of this green fuel over local use.7 “Promoting green hydrogen, a growing market in today’s world, is very important to Tunisia,” affirmed GIZ, 8 the Tunisian government’s lead partner in this strategy development project. Although the Tunisian Ministry of Energy has made green hydrogen one of its projects of high importance, civil society, scientists, and potentially affected communities have so far been left out of all conversations. Hence, the country misses a chance to map out eventual risks, environmental and social concerns and to address emerging concerns from the outset. The large-scale production – powered by solar and wind energy megaprojects – requires vast mobilization of several types of resources along the entire production chain of this fuel. When the Ministry of Energy asserts that: “these projects do not entail obvious negative impacts on the environment,” nothing is less verified than such statement. Current discussions focus mainly on Tunisia’s position in this emerging global market, but they rarely touch on the social and environmental costs of this type of major projects. Nonetheless, multiple studies9 were published more recently, warning of the impact of these projects on natural resources – water, land, etc. – in countries heavily affected by climate change. In addition, the benefit of this new sector is questionable in terms of Tunisia’s climate commitments. To this day, the country depends as much as 97% on Algerian gas to produce electricity10 and the energy transition has stagnated. However, it plans to export the bulk of the green hydrogen potentially produced on Tunisian soil mainly to Europe, This was confirmed in interviews and meetings in the context of this report While green hydrogen is a more preferable alternative than more polluting options, its mass production would primarily benefit the energy needs of Europe. This raises another fundamental issue as it is replicating an extractivist model oriented towards international export markets and build on the overexploitation of natural resources. To develop a green hydrogen production strategy, Tunisian authorities along with their European partners, namely Germany, seek to prolong the exploitation of resources of neighbouring countries without sufficiently considering the energy needs of locals, the social and environmental risks, the fact that Tunisia is a water stressed country or the financial debt resulting from such investments.
Topic:
Climate Change, Environment, Green Technology, and Green Transition
Political Geography:
Africa and Tunisia

64. Where are the Global COVID-19 Resources for LGBTI Communities?

Publication Date:
01-2021
Content Type:
Research Paper
Institution:
Global Philanthropy Project (GPP)
Abstract:
As COVID-19 spread across the globe in 2020, and its health and broader political and socioeconomic implications became evident, lesbian, gay, bisexual, transgender, and intersex (LGBTI)2 communities organized. To meet new challenges, LGBTI organizations across the world stepped up, aware that legal and social discrimination and marginalization would make their communities particularly vulnerable to impacts of the pandemic. LGBTI community response included: delivering essential food to communities of unemployed trans men in rural Guatemala; providing housing for LGBTI communities escaping unsafe living environments in Macedonia; ensuring that lesbian, bisexual, and queer female sex workers have access to essential medicines in Uganda; and other examples in communities around the world. As governments, donors, and service providers have largely failed to acknowledge the specific needs of LGBTI people in responding to COVID-19, LGBTI organizations have filled the void to provide basic protection and support for their communities. Many of these organizations have traditionally focused on advocacy and community organizing to advance and protect the human rights of LGBTI people. Now, in the era of COVID-19, they have become direct service providers, out of necessity—albeit with limited resources and capacity. In April 2020, the Global Philanthropy Project launched a short survey to understand the initial response of global LGBTI philanthropy to the pandemic, soliciting data from all GPP member organizations as well as non-GPP members within the top 20 funders of global LGBTI issues. A key outcome from that report was an identified role for GPP to monitor shifts in resources flowing to LGBTI movements and communities, as well as the broader impact of COVID-19 on international development and humanitarian assistance funding.
Topic:
Health, Discrimination, LGBT+, Advocacy, Community, and Marginalization
Political Geography:
Global Focus and Global South

65. Gender Digital Equality Across ASEAN

Author:
Araba Sey
Publication Date:
02-2021
Content Type:
Research Paper
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
This paper provides an overview of the participation of women in the digital economy across ASEAN. By using available data sources, it compares and analyses levels of women participation in digital economy related occupations and activities across different ASEAN Member States. Overall, the analysis shows that the gap between women and men is bigger with respect to more advanced metrics of access to the digital economy (including skills; entrepreneurship opportunities; access to science, technology, engineering, mathematics, and tech occupations) than for more basic access metrics. Access to digital economy related occupations and activities is particularly important for ASEAN, which is amongst the fastest growing digital economies in the world. The shift towards digital technologies during the coronavirus disease (COVID-19) pandemic is accelerating pre-pandemic trends and making it even more relevant to gain a better understanding of women participation in the digital economy. The paper concludes by providing an overview of policy initiatives in ASEAN Member States and details possible policy options.
Topic:
Gender Issues, Inequality, Digital Economy, Leadership, and Feminism
Political Geography:
Asia and Southeast Asia

66. The Link Between Global Value Chain Activity and Local Human Capital: Evidence from Indonesia’s Manufacturing Sector

Author:
Rashesh Shrestha and Deborah Winkler
Publication Date:
02-2021
Content Type:
Research Paper
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
For developing countries, participation in global value chains (GVCs) provides an opportunity to expand domestic human capital. Since GVC firms require qualified workers to meet high production standards, they have an incentive to invest directly in their workers’ skills or to raise the demand for skilled workers, which indirectly creates an incentive for workers to enrol in vocational education. This paper explores the relationship between GVC activity and workers’ skills in Indonesia. It combines National Labor Force Survey (SAKERNAS) data with the Large/Medium Industry Survey (IBS) to construct a pooled cross-sectional data set of Indonesian manufacturing workers which takes into account measures of GVC activity at the district-sector-year level. The findings suggest that higher GVC activity in a worker’s district-sector-year is linked to a higher likelihood of vocational education of individual workers. A separate panel data analysis at the district level confirms the positive relationship between GVC activity and human capital. Finally, the results indicate that the wage premium for vocational education is higher in districts with greater intensity of GVC activity.
Topic:
Development, Education, Training, Manufacturing, Industry, and Global Value Chains
Political Geography:
Indonesia, Asia, and Southeast Asia

67. Getting to Grade 10 in Viet Nam: Challenges from Deprivation, Discrimination, and a Booming Job Market

Author:
Ian Coxhead, Nguyen Vuong, and Phong Nguyen
Publication Date:
02-2021
Content Type:
Research Paper
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
Viet Nam has enjoyed more than a generation of rapid economic growth, led by labour-intensive exports. This form and pace of growth has increased schooling opportunities, but has also reduced incentives for some students to advance to higher education. We hypothesise that these conflicting influences help explain another puzzle – the relatively slow growth of educational progression to upper secondary school. Slow and unevenly distributed increases in schooling attainment are warning signs for the sustainability of future aggregate growth and for the distribution of growth gains. We use a new data set on participation rates and scores in an exam to enter Grade 10, the first year of upper secondary school, to analyse the variation in test participation rates due to demand- and supply-side factors. The data are drawn from less advanced provinces within Viet Nam. As such, they shed light on the challenges of expanding educational development at the extensive margins of lower socio-economic status and higher grades, especially in areas with large ethnic minority populations.
Topic:
Labor Issues, Employment, Economic Growth, Training, and Job Creation
Political Geography:
Asia, Vietnam, and Southeast Asia

68. Birth Order, Sibling Sex Composition, and Quantity–Quality Trade-offs – Evidence from India

Author:
Ilke Onur and Malathi Velamuri
Publication Date:
02-2021
Content Type:
Research Paper
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
We use two waves of data from the India Human Development Survey to investigate the effect of family size on (i) parental expenditures on children’s education; and (ii) test scores of proficiency in reading, writing, and maths for 8–11-year-old children. We investigate whether these effects vary by gender, birth order of children, and sibling sex composition. We address the endogeneity of family size, using an instrumental variable approach. Our ordinary least squares estimates provide evidence of quantity–quality trade-offs in children’s educational expenditures, the existence of birth-order effects, and a sizeable pro-son bias. For test scores as well, ordinary least squares estimates indicate negative spillovers from additional children. The instrumental variable estimates, in contrast, find no evidence of quantity–quality trade-offs, birth order, or sibling sex composition effects in either expenditures or test scores. However, instrumental variable estimates of the male premium are bigger than ordinary least squares estimates. They also suggest that children enrolled in private schools do no better than those in government schools. Moreover, the advantage that boys appear to have over girls in maths is largely reversed in private schools.
Topic:
Education, Gender Issues, Children, and Family
Political Geography:
India and Asia

69. Fuelling the Engines of Liberation with Cleaner Cooking Fuel

Author:
Tushar Bharati, Yiwei Qian, and Jeonghwan Yun
Publication Date:
02-2021
Content Type:
Research Paper
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
Using the staggered roll-out of the Indonesian Conversion to Liquefied Petroleum Gas (LPG) Programme, we show that a subsidy for the labour- and time-saving cooking technology increased female labour force participation. The programme also increased household consumption expenditure and the decision-making power of women in the household, especially in financial matters. A back-of-the-envelope calculation suggests that the benefits of switching to LPG far outweighed the costs to the households. Based on previous research, we conjecture that intra-household externalities and gender differences in preferences drive the low rates of adoption of cost-effective technology. The programme’s impact on the financial decision-making power of women suggests that subsidies which empower women, even if temporary, can encourage the adoption and sustained use of beneficial technology.
Topic:
Gender Issues, Science and Technology, Labor Issues, Women, and Family
Political Geography:
Indonesia, Asia, and Southeast Asia

70. Understanding Quality Energy-Related Infrastructure Development in the Mekong Subregion: Key Drivers and Policy Implications

Author:
Han Phoumin, Sopheak Meas, and Hatda Pich An
Publication Date:
03-2021
Content Type:
Research Paper
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
Many players have supported infrastructure development in the Mekong Subregion, bridging the missing links in Southeast Asia. While the influx of energy-related infrastructure development investments to the region has improved the livelihoods of millions of people on the one hand, it has brought about a myriad of challenges to the wider region in guiding investments for quality infrastructure and for promoting a low-carbon economy, and energy access and affordability, on the other hand. Besides reviewing key regional initiatives for infrastructure investment and development, this paper examines energy demand and supply, and forecasts energy consumption in the subregion during 2017–2050 using energy modelling scenario analysis. The study found that to satisfy growing energy demand in the subregion, huge power generation infrastructure investment, estimated at around $190 billion–$220 billion, is necessary between 2017 and 2050 and that such an investment will need to be guided by appropriate policy. We argue that without redesigning energy policy towards high-quality energy infrastructure, it is very likely that the increasing use of coal upon which the region greatly depends will lead to the widespread construction of coal-fired power plants, which could result in increased greenhouse gas and carbon dioxide emissions.
Topic:
Development, Energy Policy, Infrastructure, Renewable Energy, and Carbon Emissions
Political Geography:
China, Asia, Vietnam, Burma, Cambodia, Thailand, Southeast Asia, Laos, and Myanmar

71. The Impact of COVID-19 on Global Production Networks: Evidence from Japanese Multinational Firms

Author:
Hongyong Zhang
Publication Date:
03-2021
Content Type:
Research Paper
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
Using aggregate-level data on Japanese multinational corporations (MNCs) in major host countries and regions, this paper investigates the impact of COVID-19 on global production and supply chains with a focus on East Asia. I use the numbers of COVID-19 cases and deaths as measures of the impact of the pandemic. I find that the pandemic had substantial impacts on the performance (sales, employment, and investment) of Japanese MNCs and global supply chains (exports to Japan and exports to third countries) in Q1–Q3 2020. China recovered quickly in Q2 and grew in Q3, whilst the countries of the Association of Southeast Asian Nations and the rest of the world had still not fully recovered in Q3 2020. Importantly, lockdown and containment policies in host countries had large negative impacts on the sales and employment of Japanese MNCs. In contrast, I did not find positive effects of economic support policies on firm performance. Interestingly, whilst the firm expectations and business plans of Japanese MNCs were negatively affected by the COVID-19 pandemic, their business confidence increased with strong overall government policy responses in host countries in Q1 2020.
Topic:
Economic Development, Pandemic, COVID-19, and Production
Political Geography:
Japan and Asia

72. Demand and Supply Shocks of COVID-19 and International Production Networks: Evidence from Japan’s Machinery Trade

Author:
Mitsuyo Ando
Publication Date:
03-2021
Content Type:
Research Paper
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
This paper investigated the impacts of COVID-19 on international production networks in machinery sectors by shedding light on negative supply shocks, negative demand shocks, and positive demand shocks. Specifically, we examined changes in trade in the periods of falling trade during the first wave of COVID-19 using Japan’s machinery trade at the most disaggregated level and decomposed them into two intensive margins, i.e. the quantity effect and the price effect, and two extensive margins, i.e. the entry effect and the exit effect. Our empirical results demonstrated that i) trade relationships for parts and components are robust, and international production networks are almost intact, so far; ii) the intensive margin, mostly the negative quantity effect, induces the largest negative effects in the transport equipment sector amongst four machinery sectors; iii) positive demand shocks for specific products that are related to teleworking, disinfection, and stay-home activities partially explain sectoral differences; iv) direct negative supply shocks from China, suggested by a negative quantity effect and a positive price effect, exist in February 2020, with possible indirect negative supply shocks and substitution of source countries; and v) negative demand shocks are confirmed from negative quantity and price effects in many cases. As of October 2020, Japan’s machinery trade seems to have largely recovered. If the COVID-19 pandemic lasts long, however, prolonged negative demand shocks would hurt production networks in East Asia.
Topic:
Demand, Manufacturing, Economic Development, Pandemic, Industry, COVID-19, and Supply
Political Geography:
Japan and Asia

73. Demand and Supply Shocks of COVID-19 and International Production Networks: Evidence from Japan’s Machinery Trade

Author:
Mitsuyo Ando
Publication Date:
03-2021
Content Type:
Research Paper
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
This paper investigated the impacts of COVID-19 on international production networks in machinery sectors by shedding light on negative supply shocks, negative demand shocks, and positive demand shocks. Specifically, we examined changes in trade in the periods of falling trade during the first wave of COVID-19 using Japan’s machinery trade at the most disaggregated level and decomposed them into two intensive margins, i.e. the quantity effect and the price effect, and two extensive margins, i.e. the entry effect and the exit effect. Our empirical results demonstrated that i) trade relationships for parts and components are robust, and international production networks are almost intact, so far; ii) the intensive margin, mostly the negative quantity effect, induces the largest negative effects in the transport equipment sector amongst four machinery sectors; iii) positive demand shocks for specific products that are related to teleworking, disinfection, and stay-home activities partially explain sectoral differences; iv) direct negative supply shocks from China, suggested by a negative quantity effect and a positive price effect, exist in February 2020, with possible indirect negative supply shocks and substitution of source countries; and v) negative demand shocks are confirmed from negative quantity and price effects in many cases. As of October 2020, Japan’s machinery trade seems to have largely recovered. If the COVID-19 pandemic lasts long, however, prolonged negative demand shocks would hurt production networks in East Asia.
Topic:
Demand, Manufacturing, Economic Development, Pandemic, Industry, COVID-19, and Supply
Political Geography:
Japan and Asia

74. Demand and Supply Shocks of COVID-19 and International Production Networks: Evidence from Japan’s Machinery Trade

Author:
Mitsuyo Ando
Publication Date:
03-2021
Content Type:
Research Paper
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
This paper investigated the impacts of COVID-19 on international production networks in machinery sectors by shedding light on negative supply shocks, negative demand shocks, and positive demand shocks. Specifically, we examined changes in trade in the periods of falling trade during the first wave of COVID-19 using Japan’s machinery trade at the most disaggregated level and decomposed them into two intensive margins, i.e. the quantity effect and the price effect, and two extensive margins, i.e. the entry effect and the exit effect. Our empirical results demonstrated that i) trade relationships for parts and components are robust, and international production networks are almost intact, so far; ii) the intensive margin, mostly the negative quantity effect, induces the largest negative effects in the transport equipment sector amongst four machinery sectors; iii) positive demand shocks for specific products that are related to teleworking, disinfection, and stay-home activities partially explain sectoral differences; iv) direct negative supply shocks from China, suggested by a negative quantity effect and a positive price effect, exist in February 2020, with possible indirect negative supply shocks and substitution of source countries; and v) negative demand shocks are confirmed from negative quantity and price effects in many cases. As of October 2020, Japan’s machinery trade seems to have largely recovered. If the COVID-19 pandemic lasts long, however, prolonged negative demand shocks would hurt production networks in East Asia.
Topic:
Demand, Manufacturing, Economic Development, Pandemic, Industry, COVID-19, and Supply
Political Geography:
Japan and Asia

75. The COVID-19 Pandemic and the World Trade Network

Author:
Kozo Kiyota
Publication Date:
03-2021
Content Type:
Research Paper
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
Global trade is expected to suffer a significant contraction as a result of the COVID-19 pandemic. Did the relative importance of countries in the world trade network change as a result of the pandemic? The answer to this question is particularly important for Association of Southeast Asian Nations (ASEAN) countries because of their strong trade linkages with China, where the COVID-19 virus originated. This paper examines how the world trade network has changed since the COVID-19 pandemic, with a particular focus on ASEAN countries. Tracking the changes in centrality from January 2000 to June 2020, we find no evidence that centrality changed significantly after the pandemic started for most ASEAN countries. Our results suggest that the relative importance of the ASEAN countries in the world trade network is unchanged and will remain unchanged even after the pandemic.
Topic:
Globalization, International Trade and Finance, Pandemic, and COVID-19
Political Geography:
Asia and Southeast Asia

76. How Is the Asian Economy Recovering from the COVID-19 Pandemic? Evidence from the Emissions of Air Pollutants

Author:
Kazunobu Hayakawa
Publication Date:
03-2021
Content Type:
Research Paper
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
This study empirically examines how economic and social activities in Asia were affected by the COVID-19 pandemic by using the emissions amounts of various air pollutants to represent those activities. Review of the emissions data suggests that from 2019 to 2020, the amount of emitted air pollutants decreased in most subnational regions in Asia. Data also show how economic and social activities have restarted in some regions; regression analyses are used to uncover the regions that restarted early. Regional characteristics are identified by employing a remotely sensed land cover dataset (i.e. ESALC) and OpenStreetMap. Results reveal that for Association of Southeast Asian Nations (ASEAN) members, economic and social activities in cropland, industrial estates, accommodations, restaurants, education, and public services still have not returned to normal.
Topic:
Environment, Economy, Pandemic, COVID-19, Air Pollution, and Economic Recovery
Political Geography:
Asia and Southeast Asia

77. The COVID-19 Pandemic, Air Transport Perturbation, and Sector Impacts in ASEAN Plus Five: A Multiregional Input–Output Inoperability Analysis

Author:
Tamat Sarmidi, Norlin Khalid, Sufian Jusoh, and Muhamad Rias K.V. Zainuddin
Publication Date:
04-2021
Content Type:
Research Paper
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
This study simulates the sector impacts of demand-side perturbations on air transport sectors due to the COVID-19 pandemic, focusing on ASEAN members plus Australia, China, Japan, the Republic of Korea, and New Zealand. This study involves (i) the generation of a multiregional input–output table from the latest Global Trade Analysis Project data, (ii) a network analysis to determine the importance of the air transport industry in each country, (iii) multiplier and linkages analyses, (iv) determinations of sector impacts from demand-side perturbations on air transport sectors due to the COVID-19 pandemic, and (v) simulation of the effect of fiscal and monetary measures to mitigate the pandemic’s impact. This study demonstrates that the aviation industry is a key sector in domestic and regional economic activities, and the reduction in air transport consumer demand due to the pandemic is estimated to cause gross domestic product (GDP) reductions from 0.4% to 2.1%. Government intervention, through fiscal and monetary policies, has, however, mitigated severe impact, moderating GDP and value-added losses. Thus, a viable policy prescription for the aviation industry is of utmost importance.
Topic:
Globalization, International Trade and Finance, Pandemic, COVID-19, and Travel
Political Geography:
Asia and Southeast Asia

78. COVID-19 and Services Trade in ASEAN+6: Implications and Estimates from Structural Gravity

Author:
Anirudh Shingal
Publication Date:
04-2021
Content Type:
Research Paper
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
Given the importance of services for economic activity in general and the salience of reducing service link costs for overcoming the economic and health challenges emanating from COVID-19, we examine the implications of the pandemic for services trade in the original group of ASEAN+6 countries that began negotiating the Regional Comprehensive Economic Partnership agreement. Our analysis reveals that with the exception of the Philippines and Viet Nam for services exports, and Cambodia and India for services imports, up to half of total services trade for all other sample countries could be adversely affected by the pandemic. In the absence of bilateral services trade data for 2020, we proxy the impact of COVID-19 on services trade using bilateral data on announced greenfield investment in services sectors from fDi Markets. Structural gravity estimates suggest that a 1% increase in COVID-19-related deaths in the source country may have reduced ASEAN+6 bilateral greenfield investment by US$0.15 million in 2020 relative to the corresponding value in 2019.
Topic:
Investment, Services, Pandemic, and COVID-19
Political Geography:
Asia and Southeast Asia

79. The Effect of the COVID-19 Pandemic on Global Production Sharing in East Asia

Author:
Archanun Kohpaiboon and Juthatip Jongwanich
Publication Date:
04-2021
Content Type:
Research Paper
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
This paper examines the effect of the COVID-19 pandemic on global production sharing in ASEAN Member States. Product-level analysis – on hard disk drives, air conditioners, microwaves, televisions, washing machines, and automotive parts – is undertaken to examine trade patterns between January 2019 and October/November 2020. The key finding suggests that the pandemic caused parts shortages, but this effect has been short-lived. There is no strong evidence that multi-national enterprises have altered their supply chains or means of sourcing parts and components in response to the pandemic. There is some indication that multi-national enterprises are moving away from China, but whether this reflects a ‘COVID-19 effect’ or the trade war between the United States and China is not clear. COVID-19, a once-in-a-century event, may not alone be a compelling reason to restructure supply chain management relating to global production sharing, which has been a structural phenomenon driving economic globalisation.
Topic:
Globalization, Pandemic, COVID-19, Supply Chains, and Production
Political Geography:
East Asia, Asia, and Southeast Asia

80. COVID-19 and Socio-Economic Inequalities in Indonesia: A Subnational-level Analysis

Author:
Aloysius Gunadi Brata, Eusebius Pantja Pramudya, Esther Sri Astuti, Heffi Christya Rahayu, and Heronimus Heron
Publication Date:
04-2021
Content Type:
Research Paper
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
This study examines if COVID-19 has worsened socio-economic inequalities across provinces in Indonesia, and if it has affected the spatial disparity in provincial-level socio-economic indicators. Secondary provincial-level data are used from BPS for March 2015 to March 2020. Results indicate that provinces with more COVID-19 cases tend to have increased inequality in urban areas, but inequality in rural areas decreases, as measured by the Gini Index. Also, provinces with many COVID-19 cases tend to have a decrease in their poverty headcount ratios. Thus, COVID-19 may have various implications on the spatial inequality of the Gini Index and poverty headcount ratio.
Topic:
Inequality, Pandemic, COVID-19, and Socioeconomics
Political Geography:
Indonesia, Asia, and Southeast Asia

81. Facilitating Trade in Pharmaceuticals: A Response to the COVID-19 Pandemic

Author:
Ben Shepherd
Publication Date:
04-2021
Content Type:
Research Paper
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
This paper reviews trade in pharmaceutical products, focusing on ASEAN countries. Trade in this sector is of singular policy importance as a result of the COVID-19 pandemic. First, the paper shows that pharmaceuticals are traded within Global Value Chains, which in turn means that international linkages are complex. Second, the paper shows that policy reforms can help boost trade in the sector, which has important human development implications during the pandemic period.
Topic:
Globalization, International Trade and Finance, Pandemic, Global Value Chains, COVID-19, and Pharmaceuticals
Political Geography:
Asia and Southeast Asia

82. Could the COVID-19 Crisis Affect Remittances and Labour Supply in ASEAN Economies? Macroeconomic Conjectures Based on the SARS Epidemic

Author:
Alberto Posso
Publication Date:
04-2021
Content Type:
Research Paper
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
Debates on resilience to economic shocks in the ASEAN region focus on what policymakers can do to mitigate negative impacts associated with financial-economic crises. The COVID-19 pandemic has made it clear that the region is also vulnerable to health-economic crises. This study applies a difference-in-difference strategy to data from the 2003 SARS epidemic to shed light on how a global pandemic can affect labour supply and remittances in ASEAN economies. Findings suggest that even a relatively short-lived epidemic can have long-lasting effects on labour supply.
Topic:
Economics, Labor Issues, Pandemic, COVID-19, and Supply
Political Geography:
Asia and Southeast Asia

83. Financial Market Responses to Government COVID-19 Pandemic Interventions: Empirical Evidence from South-East and East Asia

Author:
Hai Anh La and Riyana Miranti
Publication Date:
04-2021
Content Type:
Research Paper
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
This study investigates the impact of various government interventions on the spread of COVID-19 as well as stock markets in South-East and East Asia. It finds that stricter interventions – including gathering restrictions, public event cancellations, and mask requirements – helped mitigate the severity of the pandemic significantly in the region. Total border closures had a moderate effect on flattening COVID-19 spread, especially during the onset of the pandemic. Other policies, such as school closures or stay-at-home orders, worked effectively later in the pandemic. The study also shows evidence of herding behaviours in regional stock markets during the pandemic. School closures, gathering restrictions, stay-at-home orders, domestic travelling bans, robust testing policies, and government income support programmes tended to reduce herding behaviour. More stock market integration is found during the onset of the pandemic, compared to the periods before and later in the pandemic, implying the short-term impact of a sudden shock from COVID-19.
Topic:
Governance, Financial Markets, Pandemic, COVID-19, Stock Markets, and Financial Development
Political Geography:
Asia and Southeast Asia

84. How ASEAN Can Improve Its Response to the Economic Crisis Generated by the COVID-19 Pandemic: Inputs drawn from a comparative analysis of the ASEAN and EU responses

Author:
Antonio Fanelli
Publication Date:
05-2021
Content Type:
Research Paper
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
This paper conducts a comparative review of the evolution of the economic crisis generated by the coronavirus disease (COVID-19) pandemic and the responses enacted by the Association of Southeast Asian Nations (ASEAN) and the European Union. It highlights differences and common elements in the strategic approaches, the intensity of the interventions, and governance structures. In the final section, it identifies short- and medium-term actions, inspired by the comparative analysis, which could contribute to improve the ASEAN response.
Topic:
Regional Cooperation, Governance, European Union, Leadership, Pandemic, and COVID-19
Political Geography:
Europe, Asia, and Southeast Asia

85. East Asian Production Networks Amidst the COVID-19 Shock

Author:
Ayako Obashi
Publication Date:
06-2021
Content Type:
Research Paper
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
In the East Asian context, previous studies showed that trade occurring through production networks remained relatively steady amidst an economic shock and recovered faster and stronger once the shock was over. Using finely disaggregated product-level monthly bilateral trade data, we examine whether network trade in the East Asian region has been robust and resilient in face of the COVID-19 crisis, as well as in normal times, by conducting a series of survival analyses. We find a new set of empirical evidence suggesting the robustness of East Asian network trade in normal times and its resilience even amidst the COVID-19 shock.
Topic:
International Trade and Finance, Public Health, Pandemic, COVID-19, and Production
Political Geography:
East Asia, Asia, and Southeast Asia

86. A ‘She-session’? The Impact of COVID-19 on the Labour Market in Thailand

Author:
Sasiwimon W. Paweenawat and Lusi Liao
Publication Date:
06-2021
Content Type:
Research Paper
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
This paper studies the impact of COVID-19 on different demographic groups in the Thai labour market using the Labour Force Survey in 2018 and 2019. We construct a new set of COVID-19 impact indicators capturing both the degree of risk in industries and degree of occupational flexibility in the Thai context. Our results show that the impact of the COVID-19 pandemic is highly unequal across demographic groups and it may further worsen the pre-existing inequality in the Thai labour market as a result of the composition of industrial sectors and occupations. The results suggest that education attainments and income levels play a significant role in protecting individuals from the current crisis, indicating the important contribution of human capital. In addition, marriage affects men and women differently in the COVID-19 crisis, with married women suffering more. Finally, our study highlights the need for government supports that target vulnerable groups, including workers with low education, informal workers, private employees, older women, and the young, who are more likely to be affected by COVID-19.
Topic:
Labor Issues, Governance, Employment, Pandemic, COVID-19, and Labor Market
Political Geography:
Asia, Thailand, and Southeast Asia

87. COVID-19 Tourism Recovery in the ASEAN and East Asia Region: Asymmetric Patterns and Implications

Author:
Stathis Polyzos, Anestis Fotiadis, and Aristedidis Samitas
Publication Date:
06-2021
Content Type:
Research Paper
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
The aim of this paper is to produce forecasts for tourism flows and tourism revenue for ASEAN and East Asian countries after the end of the COVID-19 pandemic. By implementing two different machine-learning methodologies (the Long Short Term Memory neural network and the Generalised Additive Model) and using different training data sets, we aim to forecast the recovery patterns for these data series for the first 12 months after the end of crisis. We thus produce a baseline forecast, based on the averages of our different models, as well as a worst- and best-case scenario. We show that recovery is asymmetric across the group of countries in the ASEAN and East Asian region and that recovery in tourism revenue is generally slower than in tourist arrivals. We show significant losses of approximately 48%, persistent after 12 months, for some countries, while others display increases of approximately 40% when compared to pre-crisis levels. Our work aims to quantify the projected drop in tourist arrivals and tourism revenue for ASEAN and East Asian countries over the coming months. The results of the proposed research can be used by policymakers as they determine recovery plans, where tourism will undoubtedly play a very important role.
Topic:
Tourism, Economy, Public Health, Pandemic, and COVID-19
Political Geography:
Asia and Southeast Asia

88. How Do Sectoral Employment Structures Affect Mobility during the COVID-19 Pandemic?

Author:
Donny Pasaribu, Deasy Pane, and Yudi Suwarna
Publication Date:
06-2021
Content Type:
Research Paper
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
As people’s mobility determines the spread of COVID-19 virus, this paper scrutinises factors that drive their mobility responses during the pandemic. Utilising Google mobility data, labour force statistics and daily COVID-19 data, this study finds that mobility changes are induced by various heterogeneous behavioural responses across provinces in Indonesia. Variations in the pre-pandemic labour structure, people’s perception of health risks and local policy settings define the mobility changes. In addition, behavioural responses are larger in the early pandemic phase, indicating the importance of arrangements to manage the situation in the early period.
Topic:
Labor Issues, Employment, Mobility, Public Health, Pandemic, Job Creation, and COVID-19
Political Geography:
Asia and Southeast Asia

89. The Effect of Non-Tariff Measures on Global Value Chain Participation

Author:
Upalat Korwatanasakul
Publication Date:
06-2021
Content Type:
Research Paper
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
This study examines the impact of non-tariff measures (NTMs) on global value chain (GVC) participation and the underlying mechanisms. Our study employs a novel approach using an additional compliance requirement indicator as a relative proxy for NTMs to measure their impact on GVC participation. We conduct a cross-sectional analysis at the industry level, spanning 19 industrial sectors in 30 countries in 2015. We combine our additional compliance requirement indicator dataset calculated from NTM data in the Trade Analysis Information System, with our dataset on trade in value added estimated from the Organisation for Economic Co-operation and Development Inter-Country Input–Output Table. Our analysis finds that, while NTMs and tariffs both negatively impact backward GVC participation, the impact of NTMs is greater than that of tariff measures. Moreover, the estimated results show that inward foreign direct investment is positively associated with backward GVC participation. Therefore, policies that reduce trade costs from policy barriers, especially NTMs, and attract more foreign direct investment can help promote GVC participation.
Topic:
Globalization, International Trade and Finance, Industry, Global Value Chains, and Non-Tariff Measures
Political Geography:
Asia and Southeast Asia

90. The Effects of SPSs and TBTs on Innovation: Evidence from Exporting Firms in Viet Nam

Author:
Duc Anh Dang and Vuong Anh Dang
Publication Date:
06-2021
Content Type:
Research Paper
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
Sanitary and phytosanitary (SPS) measures and technical barriers to trade (TBTs) in destination markets may affect firms’ performance. In this paper, we examine how meeting foreign standards affects exporting firms’ innovation, reflected in the product quality, production processes, skills, and technological acquisition. The analysis relies on official regulations on non-tariff measures released by the United Nations Conference on Trade and Development (UNCTAD) and panel data for manufacturing firms in Viet Nam during 2013–2015. To correct for the potential endogeneity of SPS measures and TBTs and measurement errors, we use the number of SPS measures and TBTs imposed on other Association of Southeast Asian Nations (ASEAN) Member States as an instrument variable. Our results indicate that a higher number of SPS measures and TBTs applied by destination countries increases the probability of Vietnamese exporting firms’ skill acquisition. SPS measures also have higher positive impacts on product quality improvement and skill acquisition in the food processing sector. The SPS measures and TBTs have larger impacts on small firms than large firms. Foreign firms tend to acquire more technology and skills than domestic firms when facing SPS measures and TBTs by importing countries. Higher SPS measures and TBTs have more effects on the probability of acquiring skills by state-owned firms. However, the propensity of product quality and technological acquisition of non-state firms is much higher than that of state-owned firms when facing a greater level of SPS measures and TBTs.
Topic:
International Trade and Finance, Science and Technology, Governance, Innovation, and Trade
Political Geography:
Asia and Southeast Asia

91. Potential for India’s Entry into Factory Asia: Some Casual Findings from International Trade Data

Author:
Mitsuyo Ando, Kenta Yamanouchi, and Fukunari Kimura
Publication Date:
06-2021
Content Type:
Research Paper
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
Despite its impressive economic growth in the past few decades, India is slow in adopting a task-by-task international division of labour or international production networks (IPNs). Using international trade data for international comparison from multiple angles, this paper visualises the position of India – particularly in machinery IPNs and information and communication technology (ICT) services. Although machinery industries are at the centre of IPNs in East Asia, the paper clearly visualises that India has not yet participated in Factory Asia. Rather, trade data indicate that India is still engaged in import-substituting industrialisation. The paper also argues that ICT services are a strength for the Indian economy, and its competitiveness could be utilised effectively by combining new technologies with traditional industries such as manufacturing. India still has huge potential for utilising the mechanics of a new international division of labour to accelerate economic growth, innovation, and poverty alleviation.
Topic:
Globalization, International Trade and Finance, Labor Issues, Manufacturing, Industry, and Global Value Chains
Political Geography:
India and Asia

92. Tracking the Ups and Downs in Indonesia’s Economic Activity During COVID-19 Using Mobility Index: Evidence from Provinces in Java and Bali

Author:
Yose Rizal Damuri, Prabaning Tyas, Haryo Aswicahyono, Lionel Priyadi, Stella Kusumawardhani, and Ega Kurnia Yazid
Publication Date:
07-2021
Content Type:
Research Paper
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
A timely and reliable prediction of economic activities is crucial in policymaking, especially in the current COVID-19 pandemic situation, which requires real-time decisions. However, making frequent predictions is challenging due to the substantial delays in releasing aggregate economic data. This study aims to nowcast Indonesia’s economic activities during the COVID-19 pandemic using the novel high-frequency Facebook Mobility Index as a predictor. Employing mixed-frequency, mixed-data sampling, and benchmark least-squares models, we expanded the mobility index and used it to track the growth dynamics of the gross regional domestic product of provinces in Java and Bali and performed a bottom-up approach to estimate the aggregated economic growth of the provinces altogether. Our results suggested that the daily Facebook Mobility Index was a considerably reliable predictor for projecting economic activities on time. All models almost consistently produced reliable directional predictions. Notably, we found the mixed data sampling-autoregressive model to be slightly superior to the other models in terms of overall precision and directional predictive accuracy across observations.
Topic:
GDP, Economy, Mobility, Pandemic, and COVID-19
Political Geography:
Indonesia, Asia, and Southeast Asia

93. Is the COVID-19 Pandemic Recasting Global Value Chains in East Asia?

Author:
Nobuaki Yamashita and K. Fukasaku
Publication Date:
07-2021
Content Type:
Research Paper
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
This paper assesses how the current COVID-19 pandemic is shaping global value chains in East Asia after the formidable disruptions inflicted by the health crisis. Some have expressed the view that global value chains would readjust and production processes would move home, i.e. reshoring, facilitated by the recent movement of protectionism measures in the post-pandemic world. We evaluate such concerns and examine the role of policy with a focus on non-tariff measures in East Asia.
Topic:
Globalization, International Trade and Finance, Pandemic, Global Value Chains, and COVID-19
Political Geography:
East Asia and Asia

94. Economic and Emission Impact of Australia–China Trade Disruption: Implication for Regional Economic Integration

Author:
Xunpeng Shi, Tsun Se Cheong, and Michael Zhou
Publication Date:
07-2021
Content Type:
Research Paper
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
This study examines the debates on supply chain resilience and the economic and emissions impact of supply chain rerouting using Australia and China trade as an example. The estimations demonstrate that, in both export and import cases, a trade embargo between Australia and China, despite being compensated by alternative supply chains, will cause gross domestic product loss and emissions increases for both countries. Moreover, even if all other countries gain from the markets left by China, many of them suffer from overall gross domestic product loss and emissions increase. The findings that ASEAN and China may also suffer from an Australia–China trade embargo, despite a gain in trade volume, suggests that no country should add fuel to the fire. The results suggest that countries need to defend rules-based trading regimes and continuously promote regional economic integration.
Topic:
Regional Cooperation, Economy, Global Value Chains, Carbon Emissions, and Economic Integration
Political Geography:
China, Asia, Australia, and Southeast Asia

95. East Asian Integration and Its Main Challenge: NTMs in Australia, China, India, Japan, Republic of Korea, and New Zealand

Author:
Yan Lili Ing and Grace Hadiwidjaja
Publication Date:
07-2021
Content Type:
Research Paper
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
While East Asia has been moving forward with its regional integration agenda, one main challenge remains and is growing – non-tariff measures (NTMs). Animal, vegetable, and food products tend to be more regulated than other products, largely due to quality and safety standards. NTMs affect 66%–98% of total trade in those sectors. Our paper presents the frequency index, coverage ratio, and prevalence score to measure NTMs in the region. They are highest amongst food, vegetable, and animal products; and vary amongst other products, depending on the economy. We find that the high frequency index of NTMs does not necessarily translate to a high value of coverage ratio for trade. One explanation could be that countries tend to regulate imported goods which compete with the domestic products more than imported goods which they need.
Topic:
Globalization, International Trade and Finance, Regional Cooperation, Tariffs, Non-Tariff Measures, and Economic Integration
Political Geography:
Japan, China, India, Asia, South Korea, Australia, Southeast Asia, and New Zealand

96. Impacts of COVID-19 on the Energy Demand Situation of East Asia Summit Countries

Author:
Shigeru Kimura, Ikarii Ryohei, and Endo Seiya
Publication Date:
07-2021
Content Type:
Research Paper
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
The coronavirus disease (COVID-19) pandemic has brought us a ‘New Normal’ life style and the lockdown has severely harmed economic growth, with many countries estimated to record negative economic growth in 2020. Due to the high correlation between energy demand and economic growth, energy demand is also affected. Against this background, ERIA analyses how energy demand has decreased as a result of the COVID-19 pandemic using East Asia Summit (EAS) energy outlook models that are regularly updated by ERIA and apply an econometric approach. The outlook models cover the Association of Southeast Asian Nations (ASEAN) 10 countries plus seven countries – Australia, China, India, Japan, Republic of Korea, New Zealand, and the United States. According to gross domestic product (GDP) growth estimates for EAS countries in 2020, only three countries – China, Lao PDR, and Viet Nam – show positive growth, though less than 2%, and the others show negative growth. Total Final Energy Consumption (TFEC) of the EAS countries fell in 2020, but it is expected to rebound in 2021 and projected to return to the originally forecast trend of energy demand up to 2050. Once official energy statistics become available, a comparison between model results and actual statistics will be made to understand how the energy outlook models trace the impact of the pandemic on energy demand.
Topic:
Energy Policy, Pandemic, COVID-19, and Models
Political Geography:
East Asia and Asia

97. Feeling the Pulse of Global Value Chains: Air Cargo and COVID-19

Author:
Christopher Findlay, Hein Roelfsema, and Niall Van De Wouw
Publication Date:
07-2021
Content Type:
Research Paper
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
This paper focuses on air cargo market development, with special attention to the connections between countries in Asia, the European Union, and the United States. Before the coronavirus disease (COVID-19) crisis, we show that participation in global value chains played a crucial role in how countries in Asia increased their exposure to the European Union market, which was hit hardest by the COVID-19 crisis. Analysing the effects of the crisis in 2020- using a fuzzy set complexity approach and recent high-frequency data on air cargo transport - we show that such demand effects, together with domestic contraction conditions, explain a large share of variation in air cargo dynamics across countries in Asia. However, we also show that implementing best practices in pandemic control positively impacts air cargo recovery for countries that cannot rely on export market rebounds. After reviewing the convergence in air cargo business models since 2010, the paper continues to assess recovery options. The main conclusion is that business models will converge on long haul point-to-point models that combine passengers and cargo, moving away from the current hub and spoke system.
Topic:
Globalization, International Trade and Finance, Pandemic, Global Value Chains, and COVID-19
Political Geography:
Asia and Southeast Asia

98. Exploring Digital Economic Agreements to Promote Digital Connectivity in ASEAN

Author:
Sarah Y. Tong, Yao Li, and Tuan Yuen Kong
Publication Date:
07-2021
Content Type:
Research Paper
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
This paper explores modules and articles on cooperation concerning the digital economy that are applicable for Association of Southeast Asian Nations (ASEAN) countries under certain circumstances. It investigates the progress of and obstacles to ASEAN’s digital connectivity, as well as features of existing Digital Economic Agreements and digital economy-related articles in other agreements. We propose the use of a differentiated strategy and steps to promote integration for ASEAN countries covered in this research.
Topic:
Economics, Globalization, International Trade and Finance, Digital Economy, and Digitalization
Political Geography:
Asia and Southeast Asia

99. Domestic Tourism as a Pathway to Revive the Tourism Industry and Business Post the COVID-19 Pandemic

Author:
Jennifer Chan
Publication Date:
07-2021
Content Type:
Research Paper
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
This research aims to explore the potential of domestic tourism as a means to revitalise the tourism industry from the perspectives of local residents and tourism players. A quantitative online survey focused on domestic travel behaviour, motivation, places of interest, travel preferences, and willingness to travel within Malaysia; it was answered by 219 Malaysians. Interview data were collected using structured, open-ended interview questions through emails to eight respondents from tourism associations, five from the hotel sector, and two from the travel and tour sector. Data collection was carried out from 10 January to 15 February 2021. The findings reveal that domestic tourism has the potential to revive the tourism industry. A high percentage of respondents indicated the desire to travel domestically and being motivated by attractive tour packages at discounted prices. COVID-19 has impacted tourist behaviour and attitudes towards travelling, and people prefer to travel domestically rather than overseas. Furthermore, tourism players acknowledged the potential to revive the tourism industry and business via domestic tourism. Despite this, declarations of health, safety issues, flight availability, travel restrictions, and quarantine durations are key barriers to stimulating domestic tourism and rebuilding the tourism industry.
Topic:
Tourism, Public Health, Pandemic, and COVID-19
Political Geography:
Malaysia and Asia

100. Technical Barriers to Trade and the Performance of Indian Exporters

Author:
Pavel Chakraborthy and Rahul Singh
Publication Date:
08-2021
Content Type:
Research Paper
Institution:
Economic Research Institute for ASEAN and East Asia (ERIA)
Abstract:
We study the effects of technical barriers to trade (TBTs) imposed by destination markets on prices, marginal costs, and markups of Indian manufacturing exporters. Using detailed firm-product-level data on prices and production from PROWESS, we first identify the underlying component of prices (i.e. marginal costs and markups), and use those as our outcomes of interest in the second stage. We find that (i) introduction of TBTs by importing countries increases marginal costs by 5% and prices by 4%, (ii) there is considerable heterogeneity based on exporters’ initial productivity, (iii) productive exporters (those belonging to the lower deciles) experienced an increase in marginal costs and decrease in markups compared to low productivity exporters, and (iv) overall effects are driven by private firms (both domestic and foreign) belonging to intermediate input industries.
Topic:
Globalization, International Cooperation, International Trade and Finance, and Exports
Political Geography:
India and Asia