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Development: Meaning, Measurement and Strategies - Part Two of ten

Dr Y Subba Reddy, Faculty, Institute for Financial Management and Research (IFMR), Chennai.

 

Indicators of Human Development

 

Capturing all the dimensions of development either through a single measure or a composite measure is riddled with many difficulties.

 

The Human Development Index (HDI)

 

The first Human Development Report introduced a new way of measuring development - by combining indicators of life expectancy, educational attainment and income into a composite human development index, the HDI. In 1995, Canada (0.960), France (0.946), Norway (0.943) and the US (0.943) rank at the top on the HDI. Among developing countries Cyprus and Barbados are at the top with HDIs of 0.913 and 0.909, only marginally lower than those of Greece, Italy and Israel. Wide disparities in human development persist in 1995. Canada's value of 0.960 is more than five times Sierra Leone's 0.185. Thus Canada has to make up a shortfall in human development of only 4%, Sierra Leone one of 82%.

 

Of the 174 countries ranked, 98 rank higher on HDI than on GDP per capita (PPP$), suggesting that they have converted economic prosperity into human capabilities very effectively. This achievement is noteworthy for such low-income countries as Lesotho, Madagascar, the United Republic of Tanzania and Vietnam. For 73 countries the ranking on the HDI is lower than that on GDP per capita (PPP$), suggesting that they have failed to translate economic prosperity into correspondingly better lives for their people. This is particularly disturbing for some of the more affluent (Brunei Darussalam, Kuwait, Mauritius and Qatar) and equally so for some of the poorest (Angola, Iraq, Lao People's Democratic Republic, Senegal and Uganda). The HDI measure goes beyond that of conventional growth measures. Economic growth is critical to sustain the welfare of a country, but it is not the end of human development. It is one of the important means to an end.

 

The Human Poverty Index (HPI)

 

Rather than measure poverty by income, the HPI uses indicators of the most basic dimensions of deprivation: a short life, lack of basic education and lack of access to public and private resources. The HPI concentrates on the deprivation in the three essential elements of human life already reflected in the HDI: longevity, knowledge and a decent living standard. The first deprivation relates to survival: the vulnerability to death at a relatively early age and is represented in the HPI by the percentage of people expected to die before age 40. The second dimension relates to knowledge: being excluded from the world of reading and communication and is measured by the percentage of adults who are illiterate. The third aspect relates to a decent standard of living, in particular, overall economic provisioning. This is represented by a composite of three variables: the percentage of people with access to health services and to safe water, and the percentage of malnourished children under five.

 

Estimates of the HPI for developing countries have been worked out for 77 countries with comparable data by Human Development Office of the World Bank. The HPI value reflects the proportion of people affected by the three deprivations - providing a comparative measure of the prevalence of human poverty. Human Development Report (HDR) 1998 reveals the following: 1. The HPI for developing countries ranges from 3% in Trinidad and Tobago to 62% in Niger. 2. Other countries with an HPI of less than 10% are Chile, Uruguay, Singapore and Costa Rica. 3. The HPI exceeds 50% in Mali, Ethiopia, Sierra Leone, Burkina Faso and Niger. 4. The HPI exceeds 33% in 32 countries, implying that an average of at least a third of the people in these countries suffer from human poverty.

 

A comparison of HDI and HPI values shows how well - or poorly - the average achievements in a country are distributed. China and Egypt have similar levels of overall human development, but the HPI for China is only 17%, while that for Egypt is 34%. Similarly, Kenya and Pakistan are at par in the HDI, but the HPI for Kenya is less than 30% and that for Pakistan is more than 45%. This reveals that the fruits of human development are distributed more inequitably in Egypt and Pakistan than in China and Kenya.

 

Human Expenditure Ratio

 

The human expenditure ratio - the percentage of national income devoted to human priority concerns - is the product of the following three ratios: 1. The public expenditure ratio: the percentage of national income that goes into public expenditure. 2. The social allocation ratio: the percentage of public expenditure earmarked for social services. 3. The social priority ratio: the percentage of social expenditure devoted to human priority concerns.

 

The human expenditure ratio is a powerful operational tool that allows policy-makers who want to restructure their budgets to see existing imbalances and the available options. If public expenditure is already high (as in many developing countries), but the social allocation ratio is low the budget will need to be reassessed to see which areas of expenditure could be reduced. Military spending, debt servicing and loss-making public enterprises are often likely candidates.

 

If the first two ratios are high, but the ultimate human development impact, as reflected in human development indicators, is low the social priority ratio must be increased. For the poorest countries, this is likely to involve seeking a better balance between expensive curative hospitals and preventive primary health care, between universities and primary schools and between focusing greater attention on the cities and on the rural areas, where most poor people live.

 

For example, Pakistan and Indonesia have a low human expenditure ratio, despite reasonable overall levels of public expenditure. The reason is that their social allocation and social priority ratios are low. The republic of Korea, on other hand, directs a large share of its relatively small public budget towards social priorities and has, as a result, much better human expenditure ratios, while others have particularly high social priority ratios.

 

Aid ratios

 

Aid budgets, like government expenditures, can be examined through four ratios: 1. The aid expenditure ratio - the percentage of a donor's GNP that it gives in aid. 2. The aid social-sector ratio - the percentage of each donor's aid that go to the social sector. 3. The aid priority ratio - the percentage of social sector aid committed to human priority areas. 4. The aid human expenditure ratio - the product of the three foregoing ratios, is thus the percentage of donor's GNP going to human priority areas in recipient countries.

 

Gender-related Development Index (GDI)

 

Gender-related Development Index (GDI) measures the achievement in the same basic capabilities as the HDI does, but takes note of inequality in achievement between women and men. The methodology used imposes a penalty for inequality, such that the GDI falls when the achievement levels of both women and men in a country go down or when the disparity between their achievements increases. The greater the gender disparity in basic capabilities, the lower a country's GDI compared with its HDI. The GDI is simply the HDI discounted, or adjusted downwards, for gender inequality. The GDI thus, reflects gender imbalances in basic health, education and income.

 

The HDR 1998 presents the GDI calculated for 163 countries. The human development achievements of women fall below those for men in every country, and the shortfall in the GDI relative to the HDI reflects this inequality. There are other interesting features of the GDI: 1. For 60 of the 163 the GDI rank is lower than the HDI rank. This shows the unequal opportunities that women face relative to men. For several countries the GDI rank falls short of the HDI rank by 20 points or more: Oman, Saudi Arabia, the Islamic Republic of Iran, the Syrian Arab Republic, Algeria, Libya and the United Arab Emirates, in descending order. 2. The GDI rank falls short of the HDI rank by 10 points or more in such industrial countries as Ireland and Malta. 3. For 82 countries the GDI rank exceeds the corresponding HDI rank. The countries with a GDI rank more than 10 points higher than the HDI rank include 12 in Eastern Europe and the Commonwealth of Independent States (CIS). Only three countries outside this region - Thailand, Jamaica, and Sri Lanka - have a GDI rank more than 10 points greater than the HDI rank.

 

Gender Empowerment Measure (GEM)

 

Gender Empowerment Measure evaluates progress in advancing women at the political and economic level. It examines whether women and men are able to actively participate in economic and political life and take part in decision-making. While the GDI focuses on expansion of capabilities, the GEM is concerned with the use of those capabilities to take advantage of the opportunities of life.

 

At the top of the GEM rankings are three Nordic countries - Sweden, Norway, and Denmark, each with high levels of human capabilities and many opportunities for women to participate in economic and political activities. Some developing countries do even better than industrial countries on the GEM. Trinidad and Tobago and Barbados are ahead of the United Kingdom and Ireland. Cuba and Costa Rica are ahead of France and Israel. China and Mexico are ahead of Japan.

 

[To be continued]