The purpose of this study is to investigate long-term trends in the union membership of South Africa and Germany, and to highlight trends in unionisation in both of these countries over a period of time. The long-term aspect of this study differentiates it from more detailed specific studies concerned with the individual fortunes of confederations or unions. The changing fortunes of trade unions have been associated with changes in work organisation, the influence of institutional pressures, or long term changes in the economic cycle. All these factors may, of course, shape and be shaped by each other. From a comparative perspective this dissertation determines whether the fortunes of unions are ultimately a product of the long waves of an economic cycle, or if other factors, such as variations in union/state relations, changes in the forms of work organisation and shifts in the employment market, impact upon union membership and mobilisation. It is hoped that the comparison of a transitional and an advanced economy may shed new light on the causes of union growth and decline, and the impact of specific social, legal and cultural variables thereon. The theoretical frame of reference for this study emerged from literature pertaining to union growth and decline. This literature discusses the historical, economic and sectoral challenges that confront the identity of unions and their ability to mobilise membership within contemporary labour markets. The entire study relies heavily on primary data collected from a wide range of sources in both countries. This method facilitates the comparison and cross-checking of information, which ensures a full and balanced study. A synthesis of the facts obtained led to certain suggestions relating to the areas in which both South African and German labour organisations could adapt their agenda and interests to the changing nature of the employment market in order to avert membership decline. The methodology of this research draws from Skopol’s work which argues that social studies ought to be grounded in historical experience in order to make sense out of specific social events that occur today. The research design utilises an initial comparative historical-political analysis of the emergence of unionism in South Africa and Germany, so as to establish those factors which have, in the past, affected union growth and decline in both countries. Thereafter, the impact of contemporary economic and sectoral trends that reoccur in the South African and German labour markets are examined and compared, in order to establish their influence on the growth or decline of union membership in both countries in the future. This study consists of four sections. The first section comprises a historical dimension that uses Valenzuela’s work relating to the political nature of labour movements to establish those factors which, in the past, have affected union growth and decline. This is done to determine whether the type of insertion of labour movements into historical national political processes, and the links formed between trade unions and political parties influences membership growth or decline. The following three sections deal with the present challenges that may affect the unions in the future. Section Two deals with factors of economic recession (namely, poverty and unemployment) which confront trade unions in the 1990s. Hyman’s Theory of Disaggregation is applied to determine if recessive socio-economic factors can account for the strength of decline of unions, as opposed to union mobilisation being purely linked to transitions between long waves of the economy as Kelly suggests. The relevance of these theories to the rise and decline of unionism in South Africa and Germany is compared and contrasted. The third section determines whether changes to more flexible forms of work organisation and shifts in the employment market can account for the contrasting strength of the South African labour movement and the decline of the German labour movement today. The way in which these issues impact negatively upon union strength in South Africa and Germany in the 1990s is compared and contrasted, again using Hyman’s Theory of Disaggregation. The final section establishes whether or not the roles adopted by the South African and German labour movements during their confrontation with labour repressive regimes impacts upon their ability to attract union membership today, despite the constraints imposed upon unions by prevailing economic and structural uncertainties. Therefore the historicity of the South African and German labour movements, (based upon the findings of the first part of this study), is referred back to. At the same time, the reactions of the South African and German labour movements to prevailing economic and structural realities, (as examined in the second part of this research) are re-examined. Three conclusions are reached. Firstly, regardless of their strengths or weaknesses, all labour organisations are capable of adjusting to the adverse changes taking place in contemporary employment markets if they prove willing to advance and defend the interests of all who work, including those in the informal sector. If unions continue to neglect the informal labour market, they run the risk of being transposed by social movements that are antagonistic to trade unions or new expressions of the workforce’s latent collectivism. Secondly, in successfully playing a social movement role that led to the downfall of Apartheid in 1994, the South African labour movement has evolved as an energetic body with a dimension of recumbent militancy that attempts to adapt its identity to the changing nature of the employment market. This enables the South African labour movement to continue to attract membership despite the prevailing economic uncertainties. In contrast, forced co-operation and consensus within the German industrial relations arena since World War Two has resulted in a less dynamic union movement that lacks initiative in adapting to the changing nature of the employment market. The result is a decline in unionism. Finally, the fortunes of unions are not, as Kelly suggests, purely a product of economic cycles. Political climates can also influence mobilisation, as has occurred in both South Africa and Germany. This implies that mobilisation is not only activated by the economic dissatisfaction of a union movement.

This thesis is a regional history of Lesbos and the adjacent regions of Troas and Aiolis in NW Turkey during Greco-Roman antiquity. This area represents a zone of transition between the Mediterranean and inland Asia Minor, and therefore provides us with a case study of how regions which lie at the margins or beyond the theoretical framework of Horden and Purcell's The Corrupting Sea (2000) function. Rather than defining the area of study simply in terms of physical geography, I instead argue that we can identify a region which I term the coastal interface that is characterized by the overlapping and intermingling dynamics of the maritime and terrestrial worlds. This zone of transition can extend out to sea to include nearby islands which are orientated towards the mainland, for example Lesbos in the case of my thesis, or equally it can stretch inland up river valleys or along other routes of communication to places which, although out of sight of the sea, were nevertheless profoundly influenced by their connection to the maritime world. The chapters of the thesis aim to demonstrate that the concept of the coastal interface can help illuminate the social and economic history of communities living within this region, with Chapters 1-3 focusing on the Troad and Chapters 4-7 looking at Lesbos. The subjects covered include Hellenistic Ilion and the koinon of Athena Ilias (Chapter 1), Theophrastos as a source for the social and economic history of the forests of Mt. Ida (Chapter 2), large-scale state-directed horse breeding in the middle Skamander valley (Chapter 3), Mytilene's peraia in coastal Anatolia from the seventh century down to 427 (Chapter 4), Mytilene's minting of billon and electrum coinage in the fifth century (Chapter 5), the refoundation of the Lesbian koinon in the early second century BC (Chapter 6), and the Aiolian aspect of Mytilenaian identity in the first centuries BC and AD (Chapter 7).

This thesis investigates the emergence of an indigenous middle class between 1975 and 2010 in Bolivia - a country characterized by poor and unstable long-term economic growth, high inequality, and enduring ethnic and class cleavages. The study takes a two-tiered approach. It focuses first on tracing the emergence of the middle class by highlighting the main drivers of socio-economic improvement for individuals. Based on a longitudinal examination of a Socio-Economic Index (SEI) - upon which the middle class is operationally defined in this thesis - I explain the emergence of the middle class as the result of two distinct but interconnected processes: (i) a massive urbanization process that reached a peak in the mid-1980s, which brought individuals closer to areas favoured by state policies; and (ii) an institutional change in the mid-1990s, consisting of a new national framework that allocated resources more efficiently throughout the country. In addition, my analysis uncovers the different occupational trajectories that middle-class individuals followed to gain access to the new structure of opportunities and to prosper and become part of the middle class. Based on inter- and intra-generational analyses of occupational mobility, I find that in a context of an over supply of labour and with limited skills and economic capital, migrants found the means to thrive socially and economically in commerce, transport, and construction activities. Secondly, I explore the extent to which the emergence of the new middle class has opened-up opportunities for indigenous peoples. I conduct a periodic headcount of indigeneity based on spoken languages (indigenous and/or Spanish) and self-ascription to indigenous groups. Two messages emerge from this exercise. First, the new middle class has provided opportunities for individuals who are monolingual in indigenous languages, whether they ascribe themselves or not to an indigenous group. Second, individuals' ethnic identities become fuzzier as they move into the middle class. This is revealed by indigenous language loss and a significant decrease in self-ascription that happened in a markedly stratified manner over just ten years. I tackle the intricacies of middle-class ethnic identity by drawing on a social identity conceptual framework that allows me to integrate synergistically the discussions on class, ethnicity, and modernization. By approaching social identities through the analysis of differentiated lifestyles, I find that new middle-class individuals have hybrid and segmented identities. That is, individuals combine indigenous/traditional and modern forms of living that vary according to their socio-economic level, but do not necessarily move towards cultural assimilation. I contend that the creation of new status symbols and forms of recognition based on indigenous idiosyncrasies in the new middle class constitutes a categorical break with historical, ethnic-based forms of social, economic, and cultural exclusion and discrimination. In summary, this thesis advances the conceptualization and understanding of the middle class, contributing to the burgeoning literature on emerging middle classes in developing countries by offering a more complex picture of its expansion and identity construction.

No description available.

This thesis is a collection of three independent essays that applies microeconometrics techniques to empirically study topics in development and labour economics. The first chapter uses evidence from a natural experiment in Bangladesh, where households were treated to different types of transfer, food grains and cash, at different periods in time, to test the effect of these transfers on household consumption behaviour. Using the fixed effect instrumental variable model, the estimation results show that though in-kind transfers did cause households to consume more grain than they would have chosen under equal-value cash transfers, the impact on calorie consumption and children health status is minimal. Households that received cash were able to reallocate their funds more effectively, and chose to spend their extra income on clothing and children's non-food consumption, while at the same time spending no more on vices. The second chapter investigates the dynamics of living standards in Thailand. Income and earnings processes are first modelled after the statistical Galton-Markov process before being extended to follow a more structural permanent earnings model. Empirical estimations of income and earnings persistence in Thailand employ both constructed pseudo-panel data from Thailand's Labour Force Surveys and the Townsend Thai panel data. Galton-Markov estimates found conditional persistence to be low in Thailand. However, quantile regression estimates find that persistence is low at the bottom of the distribution but high at the top, indicating a divergence in earnings as time passes. A study of the covariance structure of earnings finds that total variation in the earnings process is predominantly driven by moderately persistent transitory components following the AR(1) process. The third chapter attempts to empirically fit the power-law distribution and study the dynamics of inequality, especially at the upper end, of the income and consumption distribution in Thailand. We find that using the popular but incorrect method based on the linear regression approach will lead to researchers drawing a wrong conclusion. Regression estimates of the power-law exponent, a, provide strong evidence of power-law fit in Thailand. However, from the implementation of the superior Clauset et al. method, the evidence in support of the power-law fit is much weaker. Estimates of a for both income and consumption suggest that there is low inequality at the top in Thailand but further inspection finds that there is a high level of persistent between-group inequality between the top and bottom ends of the distribution. In addition, following Battistin et al. (2009), we find weak support for Gibrat's law of proportional random growth as the income-generating process in Thailand.

No description available.

The current study examines the extent and magnitude by which global and regional shocks are transmitted to the volatility of returns in the stock markets of South Africa, Egypt, Nigeria, Botswana, Mauritius and Egypt. This is done so as to make inferences on the level of the domestic market‟s integration into the regional and world capital markets. By applying multivariate and univariate GARCH models, using weekly data from June 1995 to May 2010, the main empirical findings are threefold. Firstly, the volatility analytical framework finds statistically significant and time-varying volatility spillover effects from the regional and global markets to the South African market. Global shocks are generally stronger and account for up to 23.9 percent of the volatility of South Africa‟s equity market compared to weaker regional factors which account for less than 1 percent of domestic variance. Only in countries with strong bilateral trade and economic links with South Africa, such as Botswana and Namibia, is it found that regional factors are more dominant than global factors for domestic volatility. Compared to the other African markets, the joint influence of foreign shocks on domestic volatility is highest in South Africa and Egypt, two of Africa‟s largest and most developed markets. The results further demonstrate that for all the African markets the explanatory power of both regional and global factors for domestic volatility is not constant over time and tends to increase during turbulent market periods. Secondly, the analysis of the determinants of South frica‟s second moment linkages with the global market suggests that the volatility of the exchange rate plays a cardinal role in influencing the magnitude by which global shocks affect domestic volatility. The increased global integration in the second moments cannot be attributed to either increased trade integration, convergence in inflation rates or to convergence in interest rates between South Africa and the global markets. Lastly, tests were conducted to examine whether there have been contagion effects from the regional and global markets to South Africa from the 1997 Asian crisis and the 2007/8 global financial crisis. The results show no evidence of contagion during either the East Asian currency crisis or the recent global financial crisis to South Africa, while some African markets, such as Egypt, Mauritius and Botswana, exhibit contagion effects from either crisis. Overall, the empirical findings generally support the view that African markets are segmented both at the regional and global levels as domestic volatility is more influenced by local idiosyncratic shocks (the proportion not attributable to either global and regional factors). However, the volatility of South Africa, and to a lesser extent Egypt, remains relatively more open to global influence. This implies that the potential for gains from international portfolio diversification and the scope for success of policies aimed at the stabilisation of equity markets in these markets exist.

Among the reasons for financial exclusion is the fact that the poor, being largely illiterate and unemployed, are traditionally perceived as ‘bad credit risks’. This is the dominant perception of the poor in the formal credit markets – a perception that also exists in the microcredit sector. In other words, while information asymmetry is a recognized problem in lender-borrower relationships, lenders consider the problem particularly severe when they contemplate doing business with the poor. A contrasting paradigm, such as the one adopted by Grameen Bank of Bangladesh, views the poor as possessing economic potentials that have not been tapped – that is, as ‘good credit risks’. Grameen Bank’s microcredit features appear to have successfully mitigated the problems of information asymmetry and, to a large extent, made it possible for the poor to access microenterprise credit. Using the Grameen Bank model as a benchmark, this study examined the lending features of private sector microlenders in South Africa and those of KhulaStart (credit) scheme. The aim was to identify how the lending features affect microenterprise credit access. Primary data were obtained through interviews, while relevant secondary data were also used in the study. A key finding of the study was that while the Khulastart scheme was, like Grameencredit, targeted at the poor, the method of its delivery appeared diluted or unduly influenced by the conventional (private sector) paradigm that pre-classifies people as ‘good’ or ‘bad’ credit risks. As a result, the scheme was not robust enough to support microenterprise credit access. This has consequences for job-creation and poverty reduction. Based on the findings, the study maintains that a realistic broadening of microenterprise credit access will not occur unless there is a fundamental paradigm shift in microcredit practices, and unless measures designed to mitigate information asymmetries are sensitive to the historical, economic and sociocultural realities of the South African poor.

Thesis (MTech (Human Resource Management))--Cape Peninsula University of Technology, 2012. / South Africa and Nigeria are both African countries, while the former is located in the southern region of the continent, the latter can be found in the western region. The Congress of South African Trade Unions (COSATU) is the largest trade union federation in South Africa with twenty-nine affiliate unions. The trade union federation entered into an alliance with the ruling African National Congress (ANC) government owing to their long-standing involvement in the struggle for freedom during the Apartheid era in South Africa. Conversely, the Nigeria labour Congress (NLC) is the only trade union federation in Nigeria with forty-two affiliates. Their political alliance is with the have the Labour Party. The study examines and compares the two trade union federations' administrative and leadership styles. Also, economic, political and social involvements of the unions are examined and members' perceptions with regards to these two union federations promote the interest of their members are compared. Quantitatively designed close-ended questionnaires were distributed to members of (COSATU) and NLC affiliates. The members were drawn from South Africa Municipality Workers Union (SAMWU), South Africa Democratic Teachers Union (SADTU), Nigeria Union of local Government Employees (NULGE) and Nigeria Union of Teachers (NUT). Various questions were asked about the trade unions federation's performances regarding some union-specific areas. Participants were required to grade the unions' performance based on their opinions with regard to assessment of their functions. This study also, discusses the unions' performances in the past, and relates it with their present activities, as well as areas, which union members hope to improve. Results from the questionnaire were coded, cleaned and cross-tabulated by using SPSS. A chi-square test of association was used to determine significant levels of association. Levels of significant differences were determined at p≥ 0.05. The overall result shows that workers still believe in trade unions activities and representation.

This Working Paper contains the results of a pilot investigation undertaken in 1986/87 in selected areas of the Keiskammahoek District of Ciskei. The pilot study was undertaken in order to compile a comprehensive plan for a long-term study of the Keiskammahoek District as a whole. Such a study would be designed to analyse socio-economic and political changes which have taken place in the District, measured against the results of a major multidisciplinary research project (The Keiskammahoek Rural Survey) which was undertaken in the area between 1948 and 1950. The existence of the Keiskammahoek Rural Survey affords a unique opportunity for comparative social science research, particularly because it is well known that substantial changes have taken place in the District. However, the precise nature and scale of the changes were unknown; hence, the decision to conduct a pilot survey first. The results of the pilot survey, published here, have turned out to be extremely valuable in formulating proposals for a subsequent on-going research undertaking; and have fully justified the time and money devoted to the exploratory investigation which constituted the basis of the pilot project. / Digitised by Rhodes University Library on behalf of the Institute of Social and Economic Research (ISER)