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1. A Democratic Middle Class? Testing a Common Notion in Uganda

Author:
Anna Fichtmüller
Publication Date:
12-2018
Content Type:
Commentary and Analysis
Institution:
Institut français des relations internationales (IFRI)
Abstract:
The middle classes have at times been heralded to be a guarantee for democracy. Studies that find a positive correlation (which should not be confused with causation) often use national economic data as a proxy for class and compare it to the current regime type. Beyond the recurrent problem of a lack of a common definition of the term “middle class”, these studies fail to provide insights into how the concerned groups think, and even more so, act, which raises foremost questions: how does “democratic” thinking and acting manifest itself, particularly in a non-democratic regime? Is voting in an authoritarian system an expression of a democratic right or a legitimization of a regime that holds elections as a mere lip service? Is the decision not to participate in a demonstration for free elections, a silent confirmation of the current regime, even if one has to fear violent repercussions? However, studies, which highlight the ambivalent attitude of the middle class towards the regime rely on more ethnographic data and, thus, succeed in painting a more nuanced picture.Scrutinizing the attitudes and behaviors of members of the Ugandan middle class can help shed some light into the black box “middle class”. We can observe that indeed, the middle class has a critical stance on the current regime, which is becoming increasingly authoritarian. However, this does rarely lead to any actions that could give rise to democratic reforms or regime change. Instead, political pragmatism seems to prevail. Fault lines, which do exist, seem to run along with other criteria than class.
Topic:
Politics, Elections, Democracy, Protests, and Class
Political Geography:
Uganda and Africa

2. 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

3. 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