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1. South Africa’s Emerging Black Middle Class: A Harbinger of Political Change?

Author:
Robert Mattes
Publication Date:
12-2014
Content Type:
Working Paper
Institution:
Afrobarometer
Abstract:
South Africa has seen a significant increase in the size of its black middle class in the post-apartheid period, but the attitudinal consequences of indicators of the middle class, as of 2011, are inconsistent and modest in size. While members of the middle class are no more likely to hold democratic values than other black South Africans, they are more likely to want government to secure higher-order, rather than basic, survival needs. They are less likely to identify with the governing African National Congress, to turn out to vote, or to voice their concerns by contacting officials or joining collective action. At the same time, intra-class racial differences between middle-class black respondents, on one hand, and middle-class white, coloured, and Indian respondents, on the other, are still substantial.
Topic:
Race, Inequality, Diversity, Class, and Middle Class
Political Geography:
Africa and South Africa

2. Does the African Middle Class Defend Democracy?

Author:
Nic Cheeseman
Publication Date:
12-2014
Content Type:
Working Paper
Institution:
Afrobarometer
Abstract:
Barrington Moore’s famous line “no bourgeoisie, no democracy” is one of the most quoted claims in political science. But has the rise of the African middle class promoted democratic consolidation? This paper uses the case of Kenya to investigate the attitudes and behaviours of the middle class. Analysis of Afrobarometer survey data reveals that the middle class is more likely to support the opposition and hold pro-democratic attitudes. This suggests Moore’s claim holds, at least for some African countries, and that contemporary demographic changes will improve the prospects for democratic consolidation. However, qualitative evidence from the Kenyan 2013 general election raises important questions about the resilience of these attitudes. The middle class may be more inclined to democratic attitudes than their less well-off counterparts, but class continues to intersect with ethnicity, and its political salience is likely to wax and wane as a result.
Topic:
Democracy, Class, Participation, and Middle Class
Political Geography:
Africa

3. The Distribution of Household Income and the Middle Class in Zambia

Author:
Zambia Institute for Policy Analysis & Research (ZIPAR)
Publication Date:
12-2013
Content Type:
Working Paper
Institution:
Zambia Institute for Policy Analysis and Research (ZIPAR)
Abstract:
The middle class is increasingly becoming a topical issue in Zambia. However, the lack of a definitive measure of the middle class in the country makes it difficult to have targeted policies on this group of people, perceived worldwide to be the drivers of economic growth. With high and rising income inequality in Zambia, we propose two operational definitions of the middle class by exploring the middle class from a median perspective and from a ‘relative affluence’ perspective. Defining the middle class on the basis of the ‘actual middle’ versus ‘relative affluence’ provides vastly different pictures. The results show that individuals and households that fall in the ‘relative affluence’ group have achieved a modest standard of living and are actually near the top of the country’s income ladder while households in the actual middle of the income distribution in Zambia have a standard of living well below what can be perceived as a ‘middle-class lifestyle’ elsewhere. This requires targeted policy designs when referring to changes in the economic status of the Zambian middle class. We propose a household income distribution framework which combines both the actual middle households and the relatively affluent middle households to create an enabling environment for inclusive growth policies, rather than just pro-poor policies.
Topic:
Education, Economic Growth, Class, and Middle Class
Political Geography:
Africa and Zambia

4. Who are the middle class in Zambia?

Author:
Shebo Nalishebo
Publication Date:
12-2013
Content Type:
Policy Brief
Institution:
Zambia Institute for Policy Analysis and Research (ZIPAR)
Abstract:
The middle class is increasingly becoming a topical issue in Zambia. However, the lack of a definitive measure of the middle class in the country makes it difficult to have targeted policies towards this group of people, perceived worldwide to be the drivers of economic growth. With high and rising income inequality in Zambia, we define the middle class based on the median and on a ‘relative affluence’ perspective. Findings show that the ‘middle class’ (as understood in everyday usage) is not in the middle of the income distribution. And those who are in the middle are not ‘middle class’ (in the sense of being above some minimum level of affluence). Defining the middle class on the basis of the ‘actual middle’ versus ‘relative affluence’ provides vastly different pictures. This implies that targeted policy designs are required when referring to changes in the economic status of the Zambian middle class. If the middle class is conceptualised in terms of relative affluence, growing the relative size of the middle class would have economic benefits such as growing the pool of people with skilled occupations and raising consumer demand within the domestic economy, which could lead to higher economic growth. In contrast, if the middle class is defined as the actual middle group, then increasing the relative size of the middle class – many of whom are quite poor – would imply supporting economic policies that favour the poor and non-affluent and thus decrease the income gap. This view of the middle class provides an important tool for understanding the status of the ‘average’ Zambian and provides policy makers with a more balanced assessment of development in the country.
Topic:
Economic Growth, Class, Middle Class, and Society
Political Geography:
Africa and Zambia

5. The Distribution of Household Income and the Middle Class in Zambia

Author:
Zambia Institute for Policy Analysis & Research (ZIPAR)
Publication Date:
12-2013
Content Type:
Working Paper
Institution:
Zambia Institute for Policy Analysis and Research (ZIPAR)
Abstract:
The middle class is increasingly becoming a topical issue in Zambia. However, the lack of a definitive measure of the middle class in the country makes it difficult to have targeted policies on this group of people, perceived worldwide to be the drivers of economic growth. With high and rising income inequality in Zambia, we propose two operational definitions of the middle class by exploring the middle class from a median perspective and from a ‘relative affluence’ perspective. Defining the middle class on the basis of the ‘actual middle’ versus ‘relative affluence’ provides vastly different pictures. The results show that individuals and households that fall in the ‘relative affluence’ group have achieved a modest standard of living and are actually near the top of the country’s income ladder while households in the actual middle of the income distribution in Zambia have a standard of living well below what can be perceived as a ‘middle-class lifestyle’ elsewhere. This requires targeted policy designs when referring to changes in the economic status of the Zambian middle class. We propose a household income distribution framework which combines both the actual middle households and the relatively affluent middle households to create an enabling environment for inclusive growth policies, rather than just pro-poor policies.
Topic:
Income Inequality, Economic Growth, Middle Class, and Household Income
Political Geography:
Africa and Zambia