Chapter 1
Rethinking Migration in the Neoliberal Era
There are five basic theoretical and methodological approaches to understanding the migration-development nexus, each associated with a theory regarding the development dynamics of migration.
One approachâpositivism (as it is known in social science discourse)âis used by many migration economists but can be traced back to the sociologist Emile Durkheim. It is to search for and establish a correlation between the decisions made and actions taken by individual migrants and the objectively given conditions of these decisions and actions. In this approach the underlying motivation and decision to migrate are explained in terms of the âsocial factsâ (conditions that are external to individuals and coercive in their effects)âa combination of âpushâ and âpullâ factors. An example of this approach can be found in a study by Dana Rowlands (2004) on the impact of poverty and environmental degradation on south-north migration flows, and the gender dimension of these flows. Typically, as in this study, there is no reference to any system dynamics.
A second approachâconstructivismâ(used by many sociologists)âseeks to take into account subjective factors such as motivation and social awareness (subjective interpretations by individuals of their own reality), which are manifest not in theoretical or political discourse but in the migrant's own words and thoughts. This approach is exemplified in a study by Tsafack and Calkins (2004), which reports on the changed socioeconomic status of migrants, as well as gender relations and the gender composition of migrant streams, but focuses on the subjective dimension of the decisions taken by particular individuals to migrate. These decisions are explained, not in terms of conditions that are âexternal to individuals and coercive in their effectsââconditions rooted in the economic or social structure of societyâbut in terms of an individual's social consciousness. In this study, and others of this genre, decisions of an individual or family to migrate are understood in terms of reports given by the migrants themselves.
A third approach to labour migration is based on an orthodox neoclassical theory of international trade, although as Nayyar (1994: 31â38) reminds us, this theory is mostly about the movement of goods and not very much about the movement of capital or labour across national boundaries. Insofar as exponents of this neoclassical trade theory concern themselves with international factor movements, the focus is almost exclusively on capital mobility, with labour mobility, at best, a corollary and at worst totally ignored.
Orthodox trade theory starts from David Ricardo's notion of âcomparative advantage,â which seeks to explain the pattern of trade between countries in terms of differences in factor endowments. In the conventional two-countryâcommodity-factor model used to construct this theory, the labour-abundant country's export of labour-intensive goods constitutes a âvirtualâ export of labour, while the capital-abundant country's export of capital-intensive goods is an implicit (but again not actual) export of capital. However, if instead of goods, one were to think of factors of production moving from countries where they are relatively abundant to where they are relatively scarce, the basis for trade in goods would narrow and vanish over time. Therefore, theoretically, the movement of capital from rich to poor countries and the movement of labour from poor to rich countries are perfectly substitutable. This approach has proven to be overly abstract and rather fruitless in terms of guiding empirical research into migration and development dynamics.
A more productive approach, which the authors of this book use, is to analyze the motivations underlying the decision to migrate in terms of conditions and forces generated in the capitalist development process, i.e., the political economy of national and international development viewed from a critical perspective (critical development studies, in the discourse of this political economy approach). Within this framework the fundamental concern is with the structural dynamics of labour migration and the capital-labour relation in the capitalist development process. The assumption is that the dynamics of labour migration are intimately related to the evolution of capitalism as an economic and social system.
Fifth, the gender and development approach to understanding and analyzing the dynamics of intra- and international migration is focused on the gender dimensions of migration. One of the most striking features of migration research over the past decade is a growing concern with the gender dimensions of the migration and capitalist development processes. This concern in part reflects the emergence of feminism in the 1980s and the centrality of gender in the study of development and development practice.1 However, it also reflects the emergence of a women-centred approach towards migration in academe and the dissemination of a series of global reports published by a number of international organizations within the U.N. system.2 This change in focus, according to Piper (2005) reflects two important events: (i) scholars have succeeded in bringing female migration out of the shadows in many disciplines; (ii) migration is now viewed as a gendered phenomenon that requires more sophisticated theoretical and analytical tools than sex (gender) as a dichotomous variable. Theoretical formulations of gender as relational, and as spatially and temporally contextual, have begun to inform gendered analyses of migration (Donato et al. 2006).3
The identification of the gender ramifications of migratory processes has resulted in greater attention paid by policymakers and scholars alike than hitherto. There are a number of reasons why it is important to understand the economic and social ramifications of migratory processes. Among these, gender differentiated population movements deserve particular attention because they act like a mirror for the way in which gender divisions of labour are incorporated into spatially uneven processes of economic development. In addition, an analysis based on gender highlights the social dimensions of migration. On the other hand, these cross-border movements â whether by women/men on their own or jointly with their spouses â have the potential to reconfigure gender relations and power inequalities. Migration can provide new opportunities for women and men to improve their lives, escape oppressive social relations and support those who are left behind. But it can also expose people to new vulnerabilities as the result of their precarious legal status, abusive working conditions, exposure to certain health risks, etc. (UNRISD 2005).
As pointed out by Piper (2005) in her review (Gender and Migration) for the Global Commission on International Migration, when migration involves economic betterment for the individual concernedâobtaining a job in another country and earning a wage that may be much higher in real terms than what was available at homeâthe successful migrant may be subject to deep gender, ethnic and racial discrimination in the host country. Although the bulk of both female and male labour migrants occupy the lowest jobs in the hierarchy of work in the destination countries due to their migration status and skill level, gender inequalities frequently combine with those of race/ethnicity and of being a non-national to make many migrant women triply disadvantaged and most likely to be over-represented in marginal, unregulated and poorly paid jobs.
Furthermoreâalthough this applies to men as well as women, albeit less soâqualifications may not be recognized, skills may be eroded by working in jobs that are below acquired skill levels, access to social rights may be heavily constrained, and the migrant may be subject to sexual and racial harassment. At the same time several studies have explored the contradictory class positioning in which some labour migrants find themselves (Piper 2005). This results from the simultaneous experience of upward and downward mobility in migration, which is not necessarily the same for men and women. Discrimination, loss of status and erosion of skills in destination areas may be combined with upward mobility at home, as remittances are invested in small businesses, housing and children's education. However, women circulate differently than men and their modes of entry tend to be different, which affects their place within the labour market and access to social services. In both North America and Western Europe, where âfamily reunificationâ is an important mode of entry, migrant women often enter as wives and dependents of men who sponsor their migration, and they are usually less likely than men to be admitted on economic and humanitarian grounds. Piper notes that the effects of gender stratification do not end there. Many immigrant women engage in paid work, but like their native-born counterparts, confront a gender-stratified labour market in which they frequently find themselves at or near the bottom. Also, legal residency, gender and race all can be used as stratifying, exclusionary criteria, while gender, class and race-biased policies, regulations and practices further increase the risk to migrantsâ human security and rights (Piper 2005: 2).
Piper concludes from her review of the literature that although policies governing the different categories of migrant workers are expressed in gender-neutral terms, in reality they affect men and women differently for three principal reasons: first, the concentration of men and women in different migratory flows based on gender segregated labour markets; second, gendered socioeconomic power structures; and finally, sociocultural definitions of appropriate roles in the origin as well as destination countries.
The Migration-Development Nexus
Within the framework of these alternative approaches, diverse theories have been elaborated in regard to the dynamics of both internal/international migration and the migration-development nexus. The most widely disseminated theory, modernization, is that international labour migration is an extension of the rural-urban migration dynamic; that is, it is a response to the workings of diverse push and pull factors in the development process, the major dimensions of which are industrialization (the transition from an agriculture-based economic system to a system based on capitalism and modern industry), modernization (the transition from a traditional communalist culture of social solidarity to a modern culture of achievement orientation, possessive individualism, materialism and consumerism) and urbanization (a demographic shift from the countryside to the cities as the locus of a modern way of life). Within the framework of this development process, potential migrants, it is argued, are subject to diverse pressures, both pro and con, that play into a final decision to migrate. Push factors include landlessness and rural povertyâthe inability to make a living on the farm or in agriculture in a context of agrarian crisis. Pull factors include the prospect of economic opportunities and a more sustainable livelihood, hopes for improved social conditions and a better life for the family, andâparticularly in regard to the rural youth, many of whom are unemployed or have few prospectsâa modern way of life based on individual achievement, materialism and consumerism.
The major alternative to this modernization theory of migration is based on what we might term the political economy of (capitalist) development. From this political economy perspective, migration is seen as a conditioned response to the process of productive and social transformation brought about by the capitalist development of the forces of production. The fundamental theory is that the evolution of capitalism is predicated on the exploitation of an unlimited supply of surplus generated in a process of agrarian transformationâthe capitalist development of agriculture.
The earliest theories of economic growth and development recognized that migration has consequences for living standards and well-being in both origin and destination countries, even as the earliest scholars of migration recognized that living conditions in both influence conditions to migrate. This distinction between âpushâ and âpullâ factors has been a central feature of academic and policy discussions in the mainstream tradition of migration studies. Another feature has been a debate as to whether emigration is beneficial or detrimental to the development prospects of poor countries, or whether it tends to primarily benefit developed countries (De Haas 2008). The literature is divided on this question, although it is widely recognized that historically developed countries have substantively benefitted from and prospered because of immigration, while in many cases emigration has been a major drain on the poor sending countries, which in effect subsidize and finance (with human resources) the development of the rich countries. Not only have poor countries greatly contributed to the economic development of rich countries, by providing them highly qualified and skilled labour while assuming the reproduction costs of this labour, but as a result the poor sending countries are often deprived of their most productive human resources. In a very real sense people are exported to the benefit of both the migrating individuals and the recipient country, at a cost borne entirely by the migrant-sending countries. It is argued that a benefit that accrues to these countries of origin are the remittances sent home by migrants, which can be used to alleviate poverty and even, according to World Bank economists, be used for productive investment with development outcomes (Fajnzylber and LĂłpez 2007). However, as we will see in Chapter 6, this is essentially a myth.
In the policy literature, discussions about the migration-development nexus tend to revolve around two questions: why people migrate and how migration trends evolve when sending countries prosper and living conditions improve. More recently, as pointed out by Piper (2005) and by Donato and colleagues (2006), there has been a shift towards a concern with the gender dimensions of the migration and capitalist development processes. Research into the first question is of interest primarily to immigration policymakers concerned with high demand for visas and spillover effects into illegal channels. The second body of research focuses on whether countries are better or worse off when their citizens move abroad. This research is of interest primarily to development policymakers concerned with the well-being of poor countries and to policymakers in the migrant-sending countries. The third body of research, based on a concern for understanding the gender dimensions of the migration process, serves as a guide by a number of international organizations within the U.N. system to policy and practice. The reports published by these organizations are also used by governments (particularly in the migrant-receiving countries) in their elaboration of migration policies. The growing importance of migration as an issue of national policyâin regard to refugee claims, the labour market, public perceptions and issues of national securityâhas stimulated the production of these reports and dramatically increased their usefulness for academic researchers, policymakers and politicians.
Individual Motivations as the âRoot Causeâ of Migration
The usual argument is that individuals migrate because they expect to materially improve their lives and that migration pressures diminish as countries prosper and living conditions improve. But this argument fails to capture the complexity of individual decisions and the forces at play in these decisions, forces that in a very real way determine or lead to the decisions to migrate. We argue that the decision to migrate is not voluntary but forced, i.e., individual decisions are underpinned, if not determined, by structural conditions (such as poverty) and forces that operate on these individuals, as well as policies that directly or indirectly generate or liberate these forces. In the context of these forces, individuals who âchoose,â or are forced, to migrateâespecially the rural unemployed youth, those âwho neither work nor study,â might very well be âpulledâ by the attractions of the city (opportunity for a better life, âmodern lifestyle,â etc.), but to explain the actions of individuals in terms of pull factors demonstrates a failure to understand the real forces at play or the consequences of forced migration. One of these consequences is that in underdeveloped or peripheral countries, which bear the reproduction costs of the labour force, the most dynamic and productive members of societyâthe young, the highly educated and the highly ambitiousâcontinue to depart. And in many casesâranging from Ecuador, El Salvador, Egypt and Lebanon to Mexico, Morocco and the Philippinesâdecades of sustained emigration have barely moderated poverty (provided a sort of safety-valve) but have not led to sustainable development or measurably reduced the outflow of migrants (Castles and Delgado Wise 2008).
Poverty and opportunity by themselves cannot explain individual decis...