Latin America is one of the regions with the highest economic inequality in the world. Moreover, Mexico shows one of the highest levels of such kind of inequality within the region. Even public official data report a decrease in such level for the last 25 years, such reduction was less than insignificant. It has to be noted, as well, that right now an academic and public discussion related to potential underestimation of economic inequality is taking place in the country.
Context
In Mexico, more than 40 percent of the population is under the official poverty line. At the same time, Mexico is characterized by a society in which the socioeconomic origin condition is highly related to life achievement, especially on the extremes of the socioeconomic distribution (Vélez-Grajales et al, 2014). On this matter, empirical evidence shows that once the population is divided by quintiles, 48 out of 100 that were born in the lowest quintile stay there for the rest of their lives. Above the rest of them, i.e. those who are able to move to another quintile, 22 reach the second quintile. In summary, previous result leaves in poverty 70 percent of those with origin in the first quintile. It has to be noted that only 4 out of 100 that were born in the lowest quintile will move up to the top quintile.
On the other hand, above those that were born in the top quintile, 52 out of each 100 stay there for the rest of their lives. Moreover, above those that experience downward mobility, 28 out of each 100 move to the fourth quintile, i.e., 80 out of each 100 that were born in the top quintile will stay at least in the fourth quintile. Finally, it has to be noted that only 2 out of 100 that were born in the top quintile will move down to the lowest quintile. This means social mobility is very low.
This project is part of the first phase of the Research Facility on Inequalities, coordinated by AFD and funded by the European Commission's Directorate-General for International Partnerships over the 2017-2020 period. The first phase of the Facility has led to the conduct of 22 research projects and the publication of around 100 research papers and policy briefs.
Goal
How are economic inequality and social mobility related? Is it possible that the highest levels of socioeconomic persistence (lower social mobility) in terms of origin determined, in part, both perception and tolerance against economic inequality? The Mexican case, which is one where socioeconomic regional disparities are significant, represents a good option to analyze if such relationship holds. Moreover, there is still a gap in the literature for explaining the mechanisms behind the observed negative relationship.
Additionally, an important and relevant unanswered question for the Mexican case is the perception of Mexicans about inequality and social mobility levels. What if Mexicans think that the country is one of equal opportunities and results for all? Policy implications should be different among different perception scenarios. In any case, it is necessary to get information in order to understand the mechanisms at household and local level that explain the potential distance between perception and reality.
Method
First, using a multivariate analysis method, relative intergenerational mobility can be estimated for each macro-region of the country. Several inequality measures will be estimated, but for several points in time. The researchers have chosen to do so because it is possible that not current but origin economic inequality is the relevant one for intergenerational social mobility. Once the relationship is estimated, a discussion on the mechanisms behind it should be developed. The empirical analysis will be mainly based on the “Encuesta ESRU de Movilidad Social en México 2017”.
Additionally, work with groups in 4 different cities with different levels of socioeconomic performance will be held. The researchers expect to do fieldwork in at least two different spots within each city: one for a group of medium-high socioeconomic level and one of medium-low socioeconomic level. The interview will include a measure for both inequality and social mobility. In such a way, the researchers will be able to understand in a better way the relationship between perceptions and objective measures on the variables of research interest.
See this project's 2 minutes pitch from Alice Krozer, researcher at Colegio de México:
Results
You may find the research papers and the policy briefs linked to this project here :
Research papers:
- Social mobility in Mexico. What can we learn from its regional variation?
- Perceptions of inequality and social mobility in Mexico
Policy briefs:
- Wide regional differences in social mobility across Mexico
- Inaccurate public perceptions of inequality and social mobility in Mexico
Find the presentation of the research paper "Perceptions of inequality and social mobility in Mexico" by Aurora Ramirez Alvarez (Colegio de Mexico) during the first webinar of the Research Facility on Inequalities:
Contact
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Anda DAVID
Economist, scientific coordinator of the EU-AFD Facility on Inequalities
Discover other research projects
This research project focused on collective arrangements for access to land and housing in developing cities that are linked with the concept of commons. It studied the implementation of some collective forms of land use in developing cities and their effects, particularly in terms of access to land and housing, reduction of urban inequalities and social inclusion.
Context
Despite a renewed interest for the notion of “commons” within the academic world, little work has been done about land and housing issues in cities of the Global South.
Yet access to urban land is a major issue for dwellers of these rapidly growing cities and a determining factor for the improvement of their living conditions and for their access to “adequate housing”, according to UN terminology. The mainstream approach to urban land tenure, based on full individual private ownership and the free market, generates speculation and land grabbing, and exclusion of the most precarious households.
The critical dimension of the commons notion opens up innovative ways to produce housing in the Global South, according to plural perspectives that take into consideration the inhabitant’s needs and their agency abilities.
Objectives
This research project aimed to highlight the diversity of hybrid, permeable, evolving commons within space and time. These commons aim at getting and securing access rights to land and housing and associated services, which often arise from unexpected opportunities.
The research team looked at innovative ways of holding land: commonly held, with a housing function and in a nonspeculative perspective (when the transfer of land is carried out according to a framework decided beforehand by a community, without any capital benefit).
Method
The methodology was based on case studies in developing cities:
- The first phase of the study (2017-2018) led to three field surveys in Burkina Faso, Kenya and India.
- The second phase (2018-2020) consisted of two additional field surveys (Brazil, Mexico), as well as the follow-up of the work carried out in New Caledonia by students in the framework of the School of Urban Affairs (Master’s Degree « Urban Planning Cycle») of Sciences Po Paris.
The team consisted of:
- An academic with authorization to supervise research (HDR), who directed the study;
- A research engineer, who provided the scientific coordination of the study;
- Local researchers specialising in land and urban issues in survey countries.
The study consisted of five phases: documentary research, field research, data processing, drafting of deliverables, valorisation of research findings.
Results
This research project resulted in the publication of several research papers:
- “Land-based commons for inclusive cities” (available in French): this research paper presents the conclusions of 8 case studies, focused on securing popular habitat through shared ownership of the land.
- “Does Mexico’s social land still bear commons?” (available in French): Mexican common land has undergone major transformations since the 1990s. This research paper presents the study on the outskirts of the metropolitan area of Mexico City led by the students of the Urban Planning Programme of Sciences Po Paris, under the supervision of Jean-François Valette.
- “Regularizing Rio favelas through land pooling?”: the paper sheds light on an original system of collective land regularization in precarious neighborhoods, which puts into practice the notion of “plural property” running through Brazilian law, and which defends the right of the inhabitants to remain in place.
- “User cooperatives in Uruguay: the challenge of housing as common” (available in Spanish)
The final report of the research project on urban land-based commons for housing in the Global South can be downloaded here.
All the publications and events related to the research project are listed on the following website: Communs fonciers pour l’habitat – Quelle contribution à l’inclusion urbaine dans les Suds ? (hypotheses.org)
Lessons learned
"The commons can be understood as a social policy of housing, offering access to housing to the most vulnerable social categories. Moreover, they can provide an alternative path to classical public housing policies which favor individual private property. Indeed, even though these initiatives emerge from dwellers organizations, they might be supported and framed by national governments. Often acknowledged, supported and even presented as standard to be followed, the commons have drawn increased attention recently from dwellers federations, associations, NGOs and international institutions that document their functioning and contribute to the international circulation of these alternative ideas." (Simonneau & Denis, 2021)
Contacts
- Claire Simonneau, professor and researcher at Université Gustave Eiffel and researcher at the Laboratoire Techniques, territoires et sociétés (LATTS)
- Stéphanie Leyronas, research officier at AFD