The concept of Global North and Global South (or North–South divide in a global context) is used to describe a grouping of countries along
socio-economic
Socioeconomics (also known as social economics) is the social science that studies how economic activity affects and is shaped by social processes. In general it analyzes how modern societies progress, stagnate, or regress because of their local ...
and
political
Politics (from , ) is the set of activities that are associated with making decisions in groups, or other forms of power relations among individuals, such as the distribution of resources or status. The branch of social science that studies ...
characteristics. The Global South is a term often used to identify regions within Latin America, Asia, Africa, and Oceania. It is one of a family of terms, including "Third World" and "Periphery", that denote regions outside Europe and North America. Most, though not all, of these countries are low-income and often politically or culturally marginalized on one side of the divide, while on the other side are the countries of the Global North (often equated with
developed countries
A developed country (or industrialized country, high-income country, more economically developed country (MEDC), advanced country) is a sovereign state that has a high quality of life, developed economy and advanced technological infrastruct ...
).
As such, the term does not inherently refer to a geographical
south
South is one of the cardinal directions or Points of the compass, compass points. The direction is the opposite of north and is perpendicular to both east and west.
Etymology
The word ''south'' comes from Old English ''sūþ'', from earlier Pro ...
; for example, most of the Global South is geographically within the
Northern Hemisphere
The Northern Hemisphere is the half of Earth that is north of the Equator. For other planets in the Solar System, north is defined as being in the same celestial hemisphere relative to the invariable plane of the solar system as Earth's Nort ...
.
The term as used by governmental and developmental organizations was first introduced as a more open and value-free alternative to "
Third World
The term "Third World" arose during the Cold War to define countries that remained non-aligned with either NATO or the Warsaw Pact. The United States, Canada, Japan, South Korea, Western European nations and their allies represented the " First ...
" and similarly potentially "valuing" terms like
developing countries
A developing country is a sovereign state with a lesser developed industrial base and a lower Human Development Index (HDI) relative to other countries. However, this definition is not universally agreed upon. There is also no clear agreem ...
. Countries of the Global South have been described as newly
industrialized
Industrialisation ( alternatively spelled industrialization) is the period of social and economic change that transforms a human group from an agrarian society into an industrial society. This involves an extensive re-organisation of an econo ...
or in the process of industrializing, and are frequently current or former subjects of
colonialism
Colonialism is a practice or policy of control by one people or power over other people or areas, often by establishing colonies and generally with the aim of economic dominance. In the process of colonisation, colonisers may impose their relig ...
.
The Global North mostly correlates with the
Western world
The Western world, also known as the West, primarily refers to the various nations and state (polity), states in the regions of Europe, North America, and Oceania. —with the notable exceptions of Israel, Japan, and South Korea— and the
South
South is one of the cardinal directions or Points of the compass, compass points. The direction is the opposite of north and is perpendicular to both east and west.
Etymology
The word ''south'' comes from Old English ''sūþ'', from earlier Pro ...
largely corresponds with the developing countries previously called "
Third World
The term "Third World" arose during the Cold War to define countries that remained non-aligned with either NATO or the Warsaw Pact. The United States, Canada, Japan, South Korea, Western European nations and their allies represented the " First ...
," plus the
Eastern world
The Eastern world, also known as the East or historically the Orient, is an umbrella term for various cultures or social structures, nations and philosophical systems, which vary depending on the context. It most often includes at least pa ...
. Geographically, the Global South is mostly composed of regions that are neither Western nor Eastern such as th
Latin Westnd most African countries. The two groups are often defined in terms of their differing levels of
wealth
Wealth is the abundance of Value (economics), valuable financial assets or property, physical possessions which can be converted into a form that can be used for financial transaction, transactions. This includes the core meaning as held in the ...
, economic development,
income inequality
There are wide varieties of economic inequality, most notably income inequality measured using the distribution of income (the amount of money people are paid) and wealth inequality measured using the distribution of wealth (the amount of we ...
,
democracy
Democracy (From grc, δημοκρατία, dēmokratía, ''dēmos'' 'people' and ''kratos'' 'rule') is a form of government in which the people have the authority to deliberate and decide legislation (" direct democracy"), or to choose gov ...
, and
political
Politics (from , ) is the set of activities that are associated with making decisions in groups, or other forms of power relations among individuals, such as the distribution of resources or status. The branch of social science that studies ...
and
economic freedom
Economic freedom, or economic liberty, is the ability of people of a society to take economic actions. This is a term used in economic and policy debates as well as in the philosophy of economics. One approach to economic freedom comes from the l ...
, as defined by
freedom indices
This article contains a list of freedom indices produced by several non-governmental organizations that publish and maintain assessments of the state of freedom in the world, according to their own various definitions of the term, and rank countr ...
. States that are generally seen as part of the Global North tend to be wealthier and less unequal with large, well-developed infrastructure as well as advanced technology, manufacturing and energy industries. Southern states are generally developing countries with younger institutions. They tend to be heavily dependent on
primary sector
The primary sector of the economy includes any industry involved in the extraction and production of raw materials, such as farming, logging, fishing, forestry and mining.
The primary sector tends to make up a larger portion of the economy in de ...
exports
An export in international trade is a good produced in one country that is sold into another country or a service provided in one country for a national or resident of another country. The seller of such goods or the service provider is an ...
. The divide between the North and the South is often challenged.
''Global South'' leaders became more assertive in world politics in the 1990s, a trend that has continued into the 2020s with massive trillion-dollar initiatives such as China's BNR (
Belt and Road Initiative
The Belt and Road Initiative (BRI, or B&R), formerly known as One Belt One Road ( zh, link=no, 一带一路) or OBOR for short, is a global infrastructure development strategy adopted by the Chinese government in 2013 to invest in nearly 150 ...
). South-South cooperation has increased to "challenge the political and economic dominance of the North."
This cooperation has become a popular political and economic concept following geographical migrations of manufacturing and production activity from the North to the Global South
and the diplomatic action of several states, like
China
China, officially the People's Republic of China (PRC), is a country in East Asia. It is the world's most populous country, with a population exceeding 1.4 billion, slightly ahead of India. China spans the equivalent of five time zones and ...
.
These contemporary
economic trend
*all the economic indicators that are the subject of economic forecasting
**see also: econometrics
*general trends in the economy, see: economic history.
*general trends in the academic field of economics, see: history of economics
History ...
s have "enhanced the historical potential of economic growth and industrialization in the Global South," which has renewed targeted SSC efforts that "loosen the strictures imposed during the colonial era and transcend the boundaries of postwar political and economic geography."
Used in several books and
American Literature
American literature is literature written or produced in the United States of America and in the colonies that preceded it. The American literary tradition thus is part of the broader tradition of English-language literature, but also inc ...
special issue, the term Global South, recently became prominent for U.S. literature.
Definition
The terms are not strictly geographical, and are not "an image of the world divided by the equator, separating richer countries from their poorer counterparts."
Rather, geography should be more readily understood as economic and migratory, the world understood through the "wider context of globalization or global capitalism."
Generally, definitions of the Global North is not exclusively a
geographical
Geography (from Greek: , ''geographia''. Combination of Greek words ‘Geo’ (The Earth) and ‘Graphien’ (to describe), literally "earth description") is a field of science devoted to the study of the lands, features, inhabitants, and ...
term, and it includes countries and areas such as
Australia
Australia, officially the Commonwealth of Australia, is a Sovereign state, sovereign country comprising the mainland of the Australia (continent), Australian continent, the island of Tasmania, and numerous List of islands of Australia, sma ...
,
Canada
Canada is a country in North America. Its ten provinces and three territories extend from the Atlantic Ocean to the Pacific Ocean and northward into the Arctic Ocean, covering over , making it the world's second-largest country by tot ...
, the entirety of
Europe
Europe is a large peninsula conventionally considered a continent in its own right because of its great physical size and the weight of its history and traditions. Europe is also considered a Continent#Subcontinents, subcontinent of Eurasia ...
and
Russia
Russia (, , ), or the Russian Federation, is a List of transcontinental countries, transcontinental country spanning Eastern Europe and North Asia, Northern Asia. It is the List of countries and dependencies by area, largest country in the ...
,
Israel
Israel (; he, יִשְׂרָאֵל, ; ar, إِسْرَائِيل, ), officially the State of Israel ( he, מְדִינַת יִשְׂרָאֵל, label=none, translit=Medīnat Yīsrāʾēl; ), is a country in Western Asia. It is situated ...
,
Japan
Japan ( ja, 日本, or , and formally , ''Nihonkoku'') is an island country in East Asia. It is situated in the northwest Pacific Ocean, and is bordered on the west by the Sea of Japan, while extending from the Sea of Okhotsk in the north ...
,
New Zealand
New Zealand ( mi, Aotearoa ) is an island country in the southwestern Pacific Ocean. It consists of two main landmasses—the North Island () and the South Island ()—and over 700 smaller islands. It is the sixth-largest island count ...
,
South Korea
South Korea, officially the Republic of Korea (ROK), is a country in East Asia, constituting the southern part of the Korea, Korean Peninsula and sharing a Korean Demilitarized Zone, land border with North Korea. Its western border is formed ...
and the
United States
The United States of America (U.S.A. or USA), commonly known as the United States (U.S. or US) or America, is a country primarily located in North America. It consists of 50 states, a federal district, five major unincorporated territorie ...
.
The
Global South is made up of
Africa
Africa is the world's second-largest and second-most populous continent, after Asia in both cases. At about 30.3 million km2 (11.7 million square miles) including adjacent islands, it covers 6% of Earth's total surface area ...
,
Latin America and the Caribbean
The term Latin America and the Caribbean (LAC) is an English-language acronym referring to the Latin American and the Caribbean region. The term LAC covers an extensive region, extending from The Bahamas and Mexico to Argentina and Chile. The ...
,
Pacific Islands
Collectively called the Pacific Islands, the islands in the Pacific Ocean are further categorized into three major island groups: Melanesia, Micronesia, and Polynesia. Depending on the context, the term ''Pacific Islands'' may refer to one of se ...
, and
Asia
Asia (, ) is one of the world's most notable geographical regions, which is either considered a continent in its own right or a subcontinent of Eurasia, which shares the continental landmass of Afro-Eurasia with Africa. Asia covers an area ...
, excluding Israel, Japan, and South Korea.
It is generally seen as home to
Brazil
Brazil ( pt, Brasil; ), officially the Federative Republic of Brazil (Portuguese: ), is the largest country in both South America and Latin America. At and with over 217 million people, Brazil is the world's fifth-largest country by area ...
,
India
India, officially the Republic of India (Hindi: ), is a country in South Asia. It is the seventh-largest country by area, the second-most populous country, and the most populous democracy in the world. Bounded by the Indian Ocean on the so ...
,
Indonesia
Indonesia, officially the Republic of Indonesia, is a country in Southeast Asia and Oceania between the Indian and Pacific oceans. It consists of over 17,000 islands, including Sumatra, Java, Sulawesi, and parts of Borneo and New Guine ...
and
China
China, officially the People's Republic of China (PRC), is a country in East Asia. It is the world's most populous country, with a population exceeding 1.4 billion, slightly ahead of India. China spans the equivalent of five time zones and ...
, which, along with
Nigeria
Nigeria ( ), , ig, Naìjíríyà, yo, Nàìjíríà, pcm, Naijá , ff, Naajeeriya, kcg, Naijeriya officially the Federal Republic of Nigeria, is a country in West Africa. It is situated between the Sahel to the north and the Gulf o ...
and
Mexico
Mexico (Spanish: México), officially the United Mexican States, is a country in the southern portion of North America. It is bordered to the north by the United States; to the south and west by the Pacific Ocean; to the southeast by Guatema ...
, are the largest Southern states in terms of land area and population.
The overwhelming majority of the Global South countries are located in or near the
tropics
The tropics are the regions of Earth surrounding the Equator. They are defined in latitude by the Tropic of Cancer in the Northern Hemisphere at N and the Tropic of Capricorn in
the Southern Hemisphere at S. The tropics are also referred to ...
.
The term Global North is often used interchangeably with
developed countries
A developed country (or industrialized country, high-income country, more economically developed country (MEDC), advanced country) is a sovereign state that has a high quality of life, developed economy and advanced technological infrastruct ...
. Likewise, the term Global South is often used interchangeably with
developing countries
A developing country is a sovereign state with a lesser developed industrial base and a lower Human Development Index (HDI) relative to other countries. However, this definition is not universally agreed upon. There is also no clear agreem ...
.
Society and culture
Digital and technological divide
The
global digital divide
The global digital divide describes global disparities, primarily between developed and developing countries, in regards to access to computing and information resources such as the Internet and the opportunities derived from such access. As with ...
is often characterized as corresponding to the north–south divide; however,
Internet
The Internet (or internet) is the global system of interconnected computer networks that uses the Internet protocol suite (TCP/IP) to communicate between networks and devices. It is a '' network of networks'' that consists of private, pub ...
use, and especially
broadband
In telecommunications, broadband is wide bandwidth data transmission which transports multiple signals at a wide range of frequencies and Internet traffic types, that enables messages to be sent simultaneously, used in fast internet connections. ...
access, is now soaring in Asia compared with other continents. This phenomenon is partially explained by the ability of many countries in Asia to
leapfrog
Leapfrog is a children's game in which players vault over each other's stooped backs.
History
Games of this sort have been called by this name since at least the late sixteenth century.Belt and Road Initiative
The Belt and Road Initiative (BRI, or B&R), formerly known as One Belt One Road ( zh, link=no, 一带一路) or OBOR for short, is a global infrastructure development strategy adopted by the Chinese government in 2013 to invest in nearly 150 ...
, China has stated that it intends to invest heavily in augmenting the technological landscape in countries like Kenya and Peru.
Religion and spirituality
Spirituality tends to be more
widespread in the Global South than in the Global North. Countries like Nepal and Brazil are known for their ubiquitous religious presence while India is regarded as the birthplace of four of the world's major religions,
Hinduism
Hinduism () is an Indian religion or '' dharma'', a religious and universal order or way of life by which followers abide. As a religion, it is the world's third-largest, with over 1.2–1.35 billion followers, or 15–16% of the global p ...
,
Buddhism
Buddhism ( , ), also known as Buddha Dharma and Dharmavinaya (), is an Indian religion or philosophical tradition based on teachings attributed to the Buddha. It originated in northern India as a -movement in the 5th century BCE, and gra ...
,
Jainism
Jainism ( ), also known as Jain Dharma, is an Indian religions, Indian religion. Jainism traces its spiritual ideas and history through the succession of twenty-four tirthankaras (supreme preachers of ''Dharma''), with the first in the current ...
, and
Sikhism
Sikhism (), also known as Sikhi ( pa, ਸਿੱਖੀ ', , from pa, ਸਿੱਖ, lit=disciple', 'seeker', or 'learner, translit=Sikh, label=none),''Sikhism'' (commonly known as ''Sikhī'') originated from the word ''Sikh'', which comes fro ...
. In 2013, the election of
Pope Francis
Pope Francis ( la, Franciscus; it, Francesco; es, link=, Francisco; born Jorge Mario Bergoglio, 17 December 1936) is the head of the Catholic Church. He has been the bishop of Rome and sovereign of the Vatican City State since 13 March 2013. ...
from Argentina marked the first time in history that a pope has been elected from the Global South.
Outside of the major religions, most of the world's indigenous population live in the Global South. Africa is home to more than 3,000 ethnic groups, while Latin America is home to more than 58 million indigenous people spread across 826 indigenous groups. In 2015, the synthesis of an anti-malarial drug using an herb employed in
Traditional Chinese Medicine
Traditional Chinese medicine (TCM) is an alternative medical practice drawn from traditional medicine in China. It has been described as "fraught with pseudoscience", with the majority of its treatments having no logical mechanism of action ...
was awarded a Nobel Prize For Medicine.
Notable religions and spiritual traditions to have come from the Global South include:
* Islam - Saudi Arabia
* Hinduism - India
* Buddhism - India
* Sikhism - India
* Taoism - China
* Jainism - India
Media representation
Development of the terms
The first use of Global South in a contemporary political sense was in 1969 by
Carl Oglesby, writing in Catholic journal ''
Commonweal
Commonweal or common weal may refer to:
* Common good, what is shared and beneficial for members of a given community
* Common Weal, a Scottish think tank and advocacy group
* Commonweal (magazine), ''Commonweal'' (magazine), an American lay-Cath ...
'' in a special issue on the
Vietnam War
The Vietnam War (also known by #Names, other names) was a conflict in Vietnam, Laos, and Cambodia from 1 November 1955 to the fall of Saigon on 30 April 1975. It was the second of the Indochina Wars and was officially fought between North Vie ...
. Oglesby argued that centuries of northern "dominance over the global south
asconverged
to produce an intolerable social order."
The term gained appeal throughout the second half of the 20th century, which rapidly accelerated in the early 21st century. It appeared in fewer than two dozen publications in 2004, but in hundreds of publications by 2013.
The emergence of the new term meant looking at the troubled realities of its predecessors, i.e.: Third World or Developing World. The term "Global South", in contrast, was intended to be less hierarchical.
The idea of categorizing countries by their economic and developmental status began during the
Cold War
The Cold War is a term commonly used to refer to a period of geopolitical tension between the United States and the Soviet Union and their respective allies, the Western Bloc and the Eastern Bloc. The term '' cold war'' is used because the ...
with the classifications of East and West. The
Soviet Union
The Soviet Union,. officially the Union of Soviet Socialist Republics. (USSR),. was a transcontinental country that spanned much of Eurasia from 1922 to 1991. A flagship communist state, it was nominally a federal union of fifteen national ...
and China represented the East, and the United States and their allies represented the West. The term ''Third World'' came into parlance in the second half of the twentieth century. It originated in a 1952 article by
Alfred Sauvy entitled "Trois Mondes, Une Planète".
Early definitions of the Third World emphasized its exclusion from the east–west conflict of the Cold War as well as the ex-colonial status and poverty of the peoples it comprised.
Efforts to mobilize the Third World as an autonomous political entity were undertaken. The 1955
Bandung Conference was an early meeting of Third World states in which an alternative to alignment with either the Eastern or Western Blocs was promoted.
Following this, the first
Non-Aligned Summit was organized in 1961. Contemporaneously, a
mode of economic criticism which separated the world economy into "core" and "periphery" was developed and given expression in a project for political reform which "moved the terms 'North' and 'South' into the international political lexicon."
In 1973, the pursuit of a
New International Economic Order
The New International Economic Order (NIEO) is a set of proposals advocated by developing countries to end economic colonialism and dependency through a new interdependent economy. The main NIEO document recognized that the current international e ...
which was to be negotiated between the North and South was initiated at the Non-Aligned Summit held in Algiers. Also in 1973, the oil embargo initiated by Arab OPEC countries as a result of the
Yom Kippur War
The Yom Kippur War, also known as the Ramadan War, the October War, the 1973 Arab–Israeli War, or the Fourth Arab–Israeli War, was an armed conflict fought from October 6 to 25, 1973 between Israel and a coalition of Arab states led by Egy ...
caused an increase in world oil prices, with prices continuing to rise throughout the decade.
This contributed to a worldwide recession which resulted in industrialized nations increasing economically protectionist policies and contributing less aid to the less developed countries of the South.
The slack was taken up by Western banks, which provided substantial loans to Third World countries.
However, many of these countries were not able to pay back their debt, which led the
IMF to extend further loans to them on the condition that they undertake certain liberalizing reforms.
[ This policy, which came to be known as structural adjustment, and was institutionalized by ]International Financial Institutions
An international financial institution (IFI) is a financial institution that has been established (or chartered) by more than one country, and hence is subject to international law. Its owners or shareholders are generally national governments, al ...
(IFIs) and Western governments, represented a break from the Keynesian
Keynesian economics ( ; sometimes Keynesianism, named after British economist John Maynard Keynes) are the various macroeconomic theories and models of how aggregate demand (total spending in the economy) strongly influences economic output and ...
approach to foreign aid which had been the norm from the end of the Second World War.[
After 1987, reports on the negative social impacts that structural adjustment policies had had on affected developing nations led IFIs to supplement structural adjustment policies with targeted anti-poverty projects.] Following the end of the Cold War and the break-up of the Soviet Union, some Second World countries joined the First World, and others joined the Third World. A new and simpler classification was needed. Use of the terms "North" and "South" became more widespread.
Brandt Line
The Brandt Line is a visual depiction of the north–south divide, proposed by West German
West Germany is the colloquial term used to indicate the Federal Republic of Germany (FRG; german: Bundesrepublik Deutschland , BRD) between its formation on 23 May 1949 and the German reunification through the accession of East Germany on 3 O ...
former Chancellor
Chancellor ( la, cancellarius) is a title of various official positions in the governments of many nations. The original chancellors were the of Roman courts of justice—ushers, who sat at the or lattice work screens of a basilica or law cou ...
Willy Brandt
Willy Brandt (; born Herbert Ernst Karl Frahm; 18 December 1913 – 8 October 1992) was a German politician and statesman who was leader of the Social Democratic Party of Germany (SPD) from 1964 to 1987 and served as the chancellor of West Ge ...
in the 1980s in the report titled ''North-South: A Programme for Survival'' which was later known as the Brandt Report. This line divides the world at a latitude
In geography, latitude is a coordinate that specifies the north– south position of a point on the surface of the Earth or another celestial body. Latitude is given as an angle that ranges from –90° at the south pole to 90° at the north pol ...
of approximately 30° North, passing between the United States and Mexico, north of Africa
Africa is the world's second-largest and second-most populous continent, after Asia in both cases. At about 30.3 million km2 (11.7 million square miles) including adjacent islands, it covers 6% of Earth's total surface area ...
and the Middle East
The Middle East ( ar, الشرق الأوسط, ISO 233: ) is a geopolitical region commonly encompassing Arabian Peninsula, Arabia (including the Arabian Peninsula and Bahrain), Anatolia, Asia Minor (Asian part of Turkey except Hatay Pro ...
, climbing north over China and Mongolia, but dipping south to include Australia, Japan, New Zealand and the city-state of Singapore in the "Rich North".
Uses of the term Global South
''Global South'' "emerged in part to aid countries in the southern hemisphere to work in collaboration on political, economic, social, environmental, cultural, and technical issues." This is called South–South cooperation
South–South cooperation (SSC) is a term historically used by policymakers and academics to describe the exchange of resources, technology, and knowledge between developing countries, also known as countries of the Global South. The Global Sout ...
(SSC), a "political and economical term that refers to the long-term goal of pursuing world economic changes that mutually benefit countries in the Global South and lead to greater solidarity among the disadvantaged in the world system." The hope is that countries within the Global South will "assist each other in social, political, and economical development, radically altering the world system to reflect their interests and not just the interests of the Global North in the process." It is guided by the principles of "respect for national sovereignty
Westphalian sovereignty, or state sovereignty, is a principle in international law that each state has exclusive sovereignty over its territory. The principle underlies the modern international system of sovereign states and is enshrined in the Un ...
, national ownership, independence, equality, non-conditionality, non-interference in domestic affairs, and mutual benefit." Countries using this model of South–South cooperation see it as a "mutually beneficial relationship that spreads knowledge, skills, expertise and resources to address their development challenges such as high population pressure
Population pressure, a term summarizing the stress brought about by an excessive population density and its consequences, is used both in conjunction with human overpopulation and with other animal populations that suffer from too many individuals ...
, poverty, hunger, disease, environmental deterioration, conflict and natural disaster
A natural disaster is "the negative impact following an actual occurrence of natural hazard in the event that it significantly harms a community". A natural disaster can cause loss of life or damage property, and typically leaves some econ ...
s." These countries also work together to deal with "cross border issues such as environmental protection, HIV/AIDS
Human immunodeficiency virus infection and acquired immunodeficiency syndrome (HIV/AIDS) is a spectrum of conditions caused by infection with the human immunodeficiency virus (HIV), a retrovirus. Following initial infection an individual ...
," and the movement of capital and labor.
Social psychiatrist Vincenzo Di Nicola
Vincenzo Di Nicola is an Italian-Canadian psychologist, psychiatrist and family therapist, and philosopher of mind.
Di Nicola is a tenured Full Professor in the Dept. of Psychiatry & Addiction Medicine at the University of Montreal, where he fo ...
has applied the Global South as a bridge between the critiques globalization
Globalization, or globalisation (Commonwealth English; see spelling differences), is the process of interaction and integration among people, companies, and governments worldwide. The term ''globalization'' first appeared in the early 20t ...
and the gaps and limitations of the Global Mental Health Movement invoking Boaventura de Sousa Santos
Boaventura de Sousa Santos (born November 15, 1940, in Coimbra, Portugal) is a Professor emeritus at the School of Economics at the University of Coimbra, Distinguished Legal Scholar at the University of Wisconsin-Madison Law School, Global Le ...
' notion of "epistemologies of the South" to create a new epistemology for social psychiatry
Social psychiatry is a branch of psychiatry that focuses on the interpersonal and cultural context of mental disorder and mental wellbeing. It involves a sometimes disparate set of theories and approaches, with work stretching from epidemiological ...
.
Defining development
Being categorized as part of the "North" implies development as opposed to belonging to the "South", which implies a lack thereof. According to N. Oluwafemi Mimiko, the South lacks the right technology, it is politically unstable, its economies are divided, and its foreign exchange earnings depend on primary product exports to the North, along with the fluctuation of prices. The low level of control it exercises over imports and exports condemns the South to conform to the 'imperialist' system. The South's lack of development and the high level of development of the North deepen the inequality between them and leave the South a source of raw material for the developed countries. The north becomes synonymous with economic development and industrialization while the South represents the previously colonized countries which are in need of help in the form of international aid agendas. In order to understand how this divide occurs, a definition of "development" itself is needed. Northern countries are using most of the earth resources and most of them are high entropic fossil fuels. Reducing emission rates of toxic substances is central to debate on sustainable development
Sustainable development is an organizing principle for meeting human development goals while also sustaining the ability of natural systems to provide the natural resources and ecosystem services on which the economy and society depend. The des ...
but this can negatively affect economic growth.
The Dictionary of Human Geography defines development as "processes of social change or changeto class and state projects to transform national economies". This definition entails an understanding of economic development which is imperative when trying to understand the north–south divide.
Economic Development
In the economics study of the public sector, economic and social development is the process by which the economic well-being and quality of life of a nation, region, local community, or an individual are improved according to targeted goals and o ...
is a measure of progress in a specific economy. It refers to advancements in technology, a transition from an economy based largely on agriculture to one based on industry and an improvement in living standards.
Other factors that are included in the conceptualization of what a developed country is include life expectancy and the levels of education, poverty and employment in that country.
Furthermore, in ''Regionalism Across the North-South Divide: State Strategies and Globalization,'' Jean Grugel states that the three factors that direct the economic development of states within the Global south is "élite behaviour within and between nation states, integration and cooperation within 'geographic' areas, and the resulting position of states and regions within the global world market and related political economic hierarchy."
Theories explaining the divide
The development disparity between the North and the South has sometimes been explained in historical terms. Dependency theory looks back on the patterns of colonial relations which persisted between the North and South and emphasizes how colonized territories tended to be impoverished by those relations.[ Theorists of this school maintain that the economies of ex-colonial states remain oriented towards serving external rather than internal demand, and that development regimes undertaken in this context have tended to reproduce in underdeveloped countries the pronounced class hierarchies found in industrialized countries while maintaining higher levels of poverty.][ Dependency theory is closely intertwined with Latin American Structuralism, the only school of ]development economics
Development economics is a branch of economics which deals with economic aspects of the development process in low- and middle- income countries. Its focus is not only on methods of promoting economic development, economic growth and structural ...
emerging from the Global South to be affiliated with a national research institute and to receive support from national banks and finance ministries. The Structuralists defined dependency as the inability of a nation's economy to complete the cycle of capital accumulation without reliance on an outside economy. More specifically, peripheral nations were perceived as primary resource exporters reliant on core economies for manufactured goods. This led structuralists to advocate for import-substitution industrialization
Import substitution industrialization (ISI) is a trade and economics, economic policy that advocates replacing foreign imports with domestic production.''A Comprehensive Dictionary of Economics'' p.88, ed. Nelson Brian 2009. It is based on the pr ...
policies which aimed to replace manufactured imports with domestically made products.
New Economic Geography explains development disparities in terms of the physical organization of industry, arguing that firms tend to cluster in order benefit from economies of scale
In microeconomics, economies of scale are the cost advantages that enterprises obtain due to their scale of operation, and are typically measured by the amount of output produced per unit of time. A decrease in cost per unit of output enables ...
and increase productivity which leads ultimately to an increase in wages. The North has more firm clustering than the South, making its industries more competitive. It is argued that only when wages in the North reach a certain height, will it become more profitable for firms to operate in the South, allowing clustering to begin.
Associated theories
The term of the Global South has many researched theories associated with it. Since many of the countries that are considered to be a part of the Global South were first colonized
Colonization, or colonisation, constitutes large-scale population movements wherein migrants maintain strong links with their, or their ancestors', former country – by such links, gain advantage over other inhabitants of the territory. When ...
by Global North countries, they are at a disadvantage to become as quickly developed. Dependency theorists suggest that information has a top-down
Top-down may refer to:
Arts and entertainment
* " Top Down", a 2007 song by Swizz Beatz
* "Top Down", a song by Lil Yachty from ''Lil Boat 3''
* "Top Down", a song by Fifth Harmony from ''Reflection'' Science
* Top-down reading, is a part of ...
approach and first goes to the Global North before countries in the Global South receive it. Although many of these countries rely on political or economic help, this also opens up opportunity for information to develop Western bias and create an academic dependency. Meneleo Litonjua describes the reasoning behind distinctive problems of dependency theory as "the basic context of poverty and underdevelopment
Underdevelopment, in the context of international development, reflects a broad condition or phenomena defined and critiqued by theorists in fields such as economics, development studies, and postcolonial studies. Used primarily to distinguish sta ...
of Third World/Global South countries was not their traditionalism, but the dominance-dependence relationship between rich and poor, powerful and weak counties."[
What brought about much of the dependency, was the push to become modernized. After World War II, the U.S. made effort to assist developing countries financially in attempt to pull them out of poverty. ]Modernization theory
Modernization theory is used to explain the process of modernization within societies. The "classical" theories of modernization of the 1950s and 1960s drew on sociological analyses of Karl Marx, Emile Durkheim and a partial reading of Max Weber, ...
"sought to remake the Global South in the image and likeliness of the First World/Global North."[ In other terms, "societies can be fast-tracked to modernization by 'importing' Western technical capital, forms of organization, and science and technology to developing countries." With this ideology, as long as countries follow in Western ways, they can develop quicker.
After modernization attempts took place, theorists started to question the effects through post-development perspectives. Postdevelopment theorists try to explain that not all developing countries need to be following Western ways but instead should create their own development plans. This means that "societies at the local level should be allowed to pursue their own development path as they perceive it without the influences of global capital and other modern choices, and thus a rejection of the entire paradigm from Eurocentric model and the advocation of new ways of thinking about the non-Western societies." The goals of postdevelopment was to reject development rather than reform by choosing to embrace non-Western ways.
]
Challenges
The accuracy of the North–South divide has been challenged on a number of grounds. Firstly, differences in the political, economic and demographic make-up of countries tend to complicate the idea of a monolithic South. Globalization
Globalization, or globalisation (Commonwealth English; see spelling differences), is the process of interaction and integration among people, companies, and governments worldwide. The term ''globalization'' first appeared in the early 20t ...
has also challenged the notion of two distinct economic spheres. Following the liberalization of post-Mao China
China, officially the People's Republic of China (PRC), is a country in East Asia. It is the world's most populous country, with a population exceeding 1.4 billion, slightly ahead of India. China spans the equivalent of five time zones and ...
initiated in 1978, growing regional cooperation between the national economies of Asia
Asia (, ) is one of the world's most notable geographical regions, which is either considered a continent in its own right or a subcontinent of Eurasia, which shares the continental landmass of Afro-Eurasia with Africa. Asia covers an area ...
has led to the growing decentralization of the North as the main economic power. The economic status of the South has also been fractured. As of 2015, all but roughly the bottom 60 nations of the Global South were thought to be gaining on the North in terms of income, diversification, and participation in the world market.
Globalization has largely displaced the North–South divide as the theoretical underpinning of the development efforts of international institutions such as the IMF, World Bank
The World Bank is an international financial institution that provides loans and grants to the governments of low- and middle-income countries for the purpose of pursuing capital projects. The World Bank is the collective name for the Interna ...
, WTO
The World Trade Organization (WTO) is an intergovernmental organization that regulates and facilitates international trade. With effective cooperation
in the United Nations System, governments use the organization to establish, revise, and e ...
, and various United Nations
The United Nations (UN) is an intergovernmental organization whose stated purposes are to maintain international peace and international security, security, develop friendly relations among nations, achieve international cooperation, and be ...
affiliated agencies, though these groups differ in their perceptions of the relationship between globalization and inequality. Yet some remain critical of the accuracy of globalization as a model of the world economy, emphasizing the enduring centrality of nation-states in world politics and the prominence of regional trade relations.
The divide between the North and South challenges international environmental cooperation. The economic differences between North and South have created dispute over the scientific evidence and data regarding global warming and what needs to be done about it. As the South don't trust Northern data and cannot afford the technology to be able to produce their own. In addition to these disputes, there are serious divisions over responsibility, who pays, and the possibility for the South to catch up. This is becoming an ever-growing issue with the emergence of rising powers, imploding these three divisions just listed and making them progressively blurry. Multiplicity of actors, such as governments, businesses, and NGO's all influence any positive activity that can be taken into preventing further global warming problems with the Global North and Global South divide contributing to the severity of said actors. Disputes between Northern countries governments and Southern countries governments has led to a break down in international discussions with governments from either side disagreeing with each other. Addressing most environmental problems requires international cooperation, and the North and South contribute to the stagnation concerning any form of implementation and enforcement, which remains a key issue.
Debates over the term
With its development, many scholars preferred using the Global South over its predecessors, such as "developing countries
A developing country is a sovereign state with a lesser developed industrial base and a lower Human Development Index (HDI) relative to other countries. However, this definition is not universally agreed upon. There is also no clear agreem ...
" and "Third World
The term "Third World" arose during the Cold War to define countries that remained non-aligned with either NATO or the Warsaw Pact. The United States, Canada, Japan, South Korea, Western European nations and their allies represented the " First ...
". Leigh Anne Duck, co-editor of ''Global South'', argued that the term is better suited at resisting "hegemonic forces that threaten the autonomy and development of these countries." Alvaro Mendez, co-founder of the 's Global South Unit, have applauded the empowering aspects of the term. In an article, ''Discussion on Global South,'' Mendez discusses emerging economies in nations like China, India and Brazil. It is predicted that by 2030, 80% of the world's middle-class
The middle class refers to a class of people in the middle of a social hierarchy, often defined by occupation, income, education, or social status. The term has historically been associated with modernity, capitalism and political debate. Comm ...
population will be living in developing countries. The popularity of the term "marks a shift from a central focus on development and cultural difference" and recognizes the importance of geopolitical relations.
Critics of this usage often argue that it is a vague blanket term
In linguistics, semantics, general semantics, and ontologies, hyponymy () is a semantic relation between a hyponym denoting a subtype and a hypernym or hyperonym (sometimes called umbrella term or blanket term) denoting a supertype. In other wor ...
". Others have argued that the term, its usage, and its subsequent consequences mainly benefit those from the upper classes of countries within the Global South; who stand "to profit from the political and economic reality fexpanding south-south relations."
According to scholar Anne Garland Mahler, this nation-based understanding of the Global South is regarded as an appropriation of a concept that has deeper roots in Cold War radical political thought. In this political usage, the Global South is employed in a more geographically fluid way, referring to "spaces and peoples negatively impacted by contemporary capitalist globalization."[Mahler, Anne Garland. "Global South." ''Oxford Bibliographies in Literary and Critical Theory, ed. Eugene O'Brien.'' Oxford 2017; Mahler, Anne Garland. "Global South." ''Global South Studies'' 2017: https://globalsouthstudies.as.virginia.edu/what-is-global-south] In other words, "there are economic Souths in the geographic North and Norths in the geographic South." Through this geographically fluid definition, another meaning is attributed to the Global South where it refers to a global political community that is formed when the world's "Souths" recognize one another and view their conditions as shared.
The geographical boundaries of the Global South remain a source of debate. Some scholars agree that the term is not a "static concept". Others have argued against "grouping together a large variety of countries and regions into one category ecause ittends to obscure specific (historical) relationships between different countries and/or regions" and the power imbalances within these relationships. This "may obscure wealth differences within countries – and, therefore, similarities between the wealthy in the Global South and Global North, as well as the dire situation the poor may face all around the world."
Future development
Some economists have argued that international free trade
Free trade is a trade policy that does not restrict imports or exports. It can also be understood as the free market idea applied to international trade. In government, free trade is predominantly advocated by political parties that hold econo ...
and unhindered capital
Capital may refer to:
Common uses
* Capital city, a municipality of primary status
** List of national capital cities
* Capital letter, an upper-case letter Economics and social sciences
* Capital (economics), the durable produced goods used f ...
flows across countries could lead to a contraction in the North–South divide. In this case more equal trade and flow of capital would allow the possibility for developing countries to further develop economically.
As some countries in the South experience rapid development, there is evidence that those states are developing high levels of South–South aid.[Cabral and Weinstock 2010]
Brazil: an emerging aid player
. London: Overseas Development Institute
ODI (formerly the 'Overseas Development Institute') is a global affairs think tank, founded in 1960. Its mission is "to inspire people to act on injustice and inequality through collaborative research and ideas that matter for people and the p ...
Brazil, in particular, has been noted for its high levels of aid ($1 billion annually—ahead of many traditional donors) and the ability to use its own experiences to provide high levels of expertise and knowledge transfer. This has been described as a "global model in waiting".[Cabral, Lidia 2010]
Brazil's development cooperation with the South: a global model in waiting
. London: Overseas Development Institute
ODI (formerly the 'Overseas Development Institute') is a global affairs think tank, founded in 1960. Its mission is "to inspire people to act on injustice and inequality through collaborative research and ideas that matter for people and the p ...
The United Nations
The United Nations (UN) is an intergovernmental organization whose stated purposes are to maintain international peace and international security, security, develop friendly relations among nations, achieve international cooperation, and be ...
has also established its role in diminishing the divide between North and South through the Millennium Development Goals
The Millennium Development Goals (MDGs) were eight international development goals for the year 2015 that had been established following the Millennium Summit of the United Nations in 2000, following the adoption of the United Nations Millenniu ...
, all of which were to be achieved by 2015. These goals seek to eradicate extreme poverty and hunger, achieve global universal education and healthcare, promote gender equality and empower women, reduce child mortality, improve maternal health, combat HIV/AIDS
Human immunodeficiency virus infection and acquired immunodeficiency syndrome (HIV/AIDS) is a spectrum of conditions caused by infection with the human immunodeficiency virus (HIV), a retrovirus. Following initial infection an individual ...
, malaria
Malaria is a mosquito-borne infectious disease that affects humans and other animals. Malaria causes symptoms that typically include fever, tiredness, vomiting, and headaches. In severe cases, it can cause jaundice, seizures, coma, or death. S ...
, and other diseases, ensure environmental sustainability, and develop a global partnership for development. There were replaced in 2015 by 17 Sustainable Development Goals
The Sustainable Development Goals (SDGs) or Global Goals are a collection of 17 interlinked objectives designed to serve as a "shared blueprint for peace and prosperity for people and the planet, now and into the future".United Nations (2017) R ...
(SDGs). The SDGs, set in 2015 by the United Nations General Assembly
The United Nations General Assembly (UNGA or GA; french: link=no, Assemblée générale, AG) is one of the six principal organs of the United Nations (UN), serving as the main deliberative, policymaking, and representative organ of the UN. Curr ...
and intended to be achieved by 2030, are part of a UN Resolution
A United Nations resolution (UN resolution) is a formal text adopted by a United Nations (UN) body. Although any UN body can issue resolutions, in practice most resolutions are issued by the Security Council or the General Assembly.
Legal st ...
called " The 2030 Agenda".[United Nations (2015) Resolution adopted by the General Assembly on 25 September 2015, Transforming our world: the 2030 Agenda for Sustainable Development]
A/RES/70/1
See also
* BRICS
BRICS is an acronym for five leading emerging economies: Brazil, Russia, India, China, and South Africa. The first four were initially grouped as "BRIC" (or "the BRICs") in 2001 by Goldman Sachs economist Jim O'Neill, who coined the ter ...
, CIVETS
A civet () is a small, lean, mostly nocturnal mammal native to tropical Asia and Africa, especially the tropical forests. The term civet applies to over a dozen different species, mostly from the family Viverridae. Most of the species diversity ...
, MINT
MiNT is Now TOS (MiNT) is a free software alternative operating system kernel for the Atari ST system and its successors. It is a multi-tasking alternative to TOS and MagiC. Together with the free system components fVDI device drivers, XaA ...
, VISTA
Vista usually refers to a distant view.
Vista may also refer to:
Software
*Windows Vista, the line of Microsoft Windows client operating systems released in 2006 and 2007
* VistA, (Veterans Health Information Systems and Technology Architecture) ...
* East–West dichotomy
In sociology, the East–West dichotomy is the perceived difference between the Eastern and the Western worlds. Cultural and religious rather than geographical in division, the boundaries of East and West are not fixed, but vary according to ...
* First World
The concept of First World originated during the Cold War and comprised countries that were under the influence of the United States and the rest of NATO and opposed the Soviet Union and/or communism during the Cold War. Since the collapse of ...
* Golden billion
* Inglehart–Welzel cultural map of the world
The Inglehart–Welzel cultural map of the world is a scatter plot created by political scientists Ronald Inglehart and Christian Welzel based on the World Values Survey and European Values Survey. It depicts closely linked cultural values that v ...
* North–South Summit
The North–South Summit, officially the International Meeting on Cooperation and Development, was an international summit held in Cancun, Mexico from 22 to 23 October 1981. The summit was attended by representatives of 22 countries from 5 cont ...
, the only North–South summit
A summit is a point on a surface that is higher in elevation than all points immediately adjacent to it. The topography, topographic terms acme, apex, peak (mountain peak), and zenith are synonymous.
The term (mountain top) is generally used ...
ever held, with 22 heads of state and government taking part
* North–South Centre, an institution of the Council of Europe, awarding the North–South Prize
The North–South Prize is awarded annually by the North-South Centre of the Council of Europe to two public figures who are recognised for their deep commitment, outstanding achievements and hope they have generated in the field of protection of h ...
* North–South model
The North–South model, developed largely by Columbia University economics professor Ronald Findlay, is a model in developmental economics that explains the growth of a less developed "South" or "periphery" economy that interacts through trade wi ...
, in economics theory
* Sunshine countries
* Three-world model
The terms '' First World'', ''Second World'', and ''Third World'' were originally used to divide the world's nations into three categories. The complete overthrow of the post–World War II status quo, known as the Cold War, left two (original ...
* World-systems theory
World-systems theory (also known as world-systems analysis or the world-systems perspective)Immanuel Wallerstein, (2004), "World-systems Analysis." In ''World System History'', ed. George Modelski, in ''Encyclopedia of Life Support Systems'' (E ...
References
External links
Share The World's Resources: The Brandt Commission Report
a 1980 report by a commission led by Willy Brandt
Willy Brandt (; born Herbert Ernst Karl Frahm; 18 December 1913 – 8 October 1992) was a German politician and statesman who was leader of the Social Democratic Party of Germany (SPD) from 1964 to 1987 and served as the chancellor of West Ge ...
that popularized the terminology
Brandt 21 Forum
a recreation of the original commission with an updated report (information on original commission at site)
{{Authority control
Demographics
Dichotomies
Economic country classifications
Economic globalization
Imperialism studies
Geographical neologisms
Population geography
1960s neologisms
Economic geography