The Problem of Social Inequality in the Light of the World-System Approach

Authors

  • Sofia Khlynovskaya Siberian Institute of Management – a branch of the Russian Academy of National Economy and Public Administration under the President of the Russian Federation (Novosibirsk)
  • Anna Izgarskaya Institute of Philosophy and Law SB RAS (Novosibirsk)

DOI:

https://doi.org/10.47850/RL.2024.5.3.154-171

Keywords:

world-system, social inequality, types of global inequality, core of the world-system, periphery of the world-system, social inequality in modern Russia

Abstract

The article attempts to generalize the results of research into the problem of social inequality in the world-system approach. It is shown that the mechanisms of peripheralization of societies can have significant differences, which determine the levels of social inequality within societies and a decrease / increase in the gap in inequality with core societies. Based on the research of A. J. Bergesen and M. Bata, the types of connections between global inequality and inequality within countries were identified, and a model of the dependence of the dynamics of global and local inequality on the directions of capital movement in the world-system was built. The resulting theoretical constructs made it possible to carry out a brief interpretation of the situation in modern Russia.

Author Biographies

Sofia Khlynovskaya, Siberian Institute of Management – a branch of the Russian Academy of National Economy and Public Administration under the President of the Russian Federation (Novosibirsk)

Predoctoral Research in the specialty «History of Philosophy», Master of Philosophy, teacher of the General Education School «Prosveshchenie», Lecturer at the Department of International Relations and Global Cooperation, Siberian Institute of Management – a branch of the Russian Academy of National Economy and Public Administration under the President of the Russian Federation

Anna Izgarskaya, Institute of Philosophy and Law SB RAS (Novosibirsk)

Doctor of Philosophical Sciences, Leading Researcher

References

Арриги, Дж. (2006). Долгий двадцатый век. Деньги, власть и истоки нашего времени. М.: Территория будущего.

Arrighi, J. (2006). The Long Twentieth Century. Money, Power and the Origins of Our Time. Moscow. (In Russ.)

Безруков, Л. А. (2018). Институциональный фактор межрегиональных диспропорций в России (на примере Сибири). [Электронный ресурс]. Региональные исследования. № 2. С. 79 89. URL: https://elibrary.ru/download/elibrary_35417473_37052132.pdf (Дата обращения: 20.05.2022).

Bezrukov, L. A. (2018). Institutional Factor of Interregional Imbalances in Russia (Using the Example of Siberia). [Online]. Regional Studies. No. 2. Pp. 79-89. Available at: https://elibrary.ru/download/elibrary_35417473_37052132.pdf. (Accessed: 20 May 2024). (In Russ.)

Безруков, Л. А. (2020). Трансформация структур хозяйства и населения Сибири на постсоветском этапе. География и природные ресурсы. № 4. С. 25-36. DOI: 10.21782/GIPR0206-1619-2020-4(25-36).

Bezrukov, L. A. (2020). Transformation of the Structures of the Economy and Population of Siberia at the Post-Soviet Stage. Geography and Natural Resources. No. 4. Pp. 25-36. (In Russ.)

Валлерстайн, И. (2001). Анализ мировых систем и ситуация в современном мире. СПб.: Изд-во «Университетская книга».

Wallerstein, I. (2001). Analysis of World-Systems and the Situation in the Modern World. St. Petersburg. (In Russ.)

Валлерстайн, И. (2015). Мир-система Модерна. Т. I: Капиталистическое сельское хозяйство и истоки европейского мира-экономики в XVI веке. М.: Русский фонд содействия образованию и науке.

Wallerstein, I. (2015). The World-System of Modernity. Vol. I. Capitalist Agriculture and the Origins of the European World-Economy in the Sixteenth Century. Moscow. (In Russ.)

Валлерстайн, И. (2016). Мир-система Модерна. Т. IV: Триумф центристского либерализма. 1789-1914. М.: Русский фонд содействия образованию и науке.

Wallerstein, I. (2016). The World-System of Modernity. Vol. IV. The Triumph of Centrist Liberalism. 1789-1914. Moscow. (In Russ.)

Головнин, М. Ю., Лобанов, М. М. (2012). Инвестиционное взаимодействие России со странами «пояса соседства». Российский внешнеэкономический вестник. № 1. С. 17-31.

Golovnin, M. Yu., Lobanov, M. M. (2012). Investment Interaction between Russia and the Countries of the “Neighborhood Belt”. Russian Foreign Economic Journal. No. 1. Pp. 17-31. (In Russ.)

Есть ли будущее у капитализма? Сб. статей И. Валлерстайна, Р. Коллинза, М. Манна, Г. Дерлугьяна, К. Калхуна. (2015). М.: Изд-во Института Гайдара.

Does Capitalism Have a Future? Collection of Articles by I. Wallerstein, R. Collins, M. Mann, G. Derlugyan, K. Calhoun. (2015). Moscow. (In Russ.)

Изгарская, А. А. (2022). Динамика политической гегемонии в циклах современной миросистемы. Respublica Literaria. Т. 3. № 3. С. 96-105. DOI: 10.47850/RL.2022.3.3.96-105.

Izgarskaya, A. A. (2022). Dynamics of Political Hegemony in the Cycles of the Modern World System. Respublica Literaria. Vol. 3. No. 3. Pp. 96-105. DOI: 10.47850/RL.2022.3.3.96-105. (In Russ.)

Изгарская, А. А. (2023). Геополитические и миросистемные факторы территориальной динамики современной России. Власть. Т. 31. № 5. С. 9-22. DOI: 10.31171/vlast.v31i5.9773.

Izgarskaya, A. A. (2023). Geopolitical and World-System Factors in the Territorial Dynamics of Modern Russia. Vlast’ (The Authority). Vol. 31. No. 5. Pp. 9-22. DOI: 10.31171/vlast.v31i5.9773. (In Russ.)

Коллинз, Р. (2015). Макроистория: Очерки социологии большой длительности. М.: УРСС: ЛЕЛАНД.

Collins, R. (2015). Macrohistory: Essays in Sociology of Long Run. Moscow. (In Russ.)

Миланович, Б. (2017). Глобальное неравенство: новый подход для эпохи глобализации. М.: Изд-во Института Гайдара.

Milanovic, B. (2017). Global Inequality: A New Approach for the Age of Globalization. Moscow. (In Russ.)

Реутов, Е. В., Захаров, В. М., Реутова, М. Н. (2018). Социальное неравенство в российском обществе: характер и особенности восприятия. Власть. Т. 26. № 6. С. 28-34. DOI: 10.31171/vlast.v26i6.5885.

Reutov, E. V., Zakharov, V. M., Reutova, M. N. (2018). Social Inequality in Russian Society: Nature and Characteristics of Perception. Vlast’ (The Authority). Vol. 26. No. 6. Pp. 28-34. DOI: 10.31171/vlast.v26i6.5885. (In Russ.)

Alderson, A. S., Nielsen, F. (1999). Income Inequality, Development, and Dependence: A Reconsideration. American Sociological Review. Vol. 64. Pp. 606-631. DOI: 10.2307/2657259.

Amin, S. (2003). World Poverty, Pauperization and Capital Accumulation. [Online]. Monthly Review. Vol. 55. Iss. 5. Pp. 1-9. Available at: https://monthlyreview.org/2003/10/01/world-poverty-pauperization-capital-accumulation (Accessed: 31 May 2024).

Beer, L., Boswell, T. (2002). The Resilience of Dependency Effects in Explaining Income Inequality in the Global Economy: A Cross National Analysis, 1975-1995. Journal of World-Systems Research. Vol. 8. Iss. 1. Pp. 30-59. DOI: https://doi.org/10.5195/jwsr.2002.277.

Bergesen, A. J., Bata, M. (2002). Global and National Inequality: Are They Connected? Journal of World-Systems Research. Vol. 8. Iss. 1. Pp. 130-142.

Cardoso, F. (1973). Industrialization, dependency and power in Latin America. Berkeley Journal of Sociology. Vol. XVII. Pp. 79-95.

Chase-Dunn, Ch. (1998). Global Formation. Structures of the World-Economy, Update Edition. Oxford. Rowman & Littlefield Publishers.

Ciccantell, P. S., Bunker, S. (2002). International Inequality in the Age of Globalization: Japanese Economic Ascent and the Restructuring of the Capitalist World-Economy. Journal of World-Systems Research. Vol. 8. Iss. 1. Pp. 62-98. DOI: https://doi.org/10.5195/jwsr.2002.275.

Clark, R. (2011). World Income Inequality in the Global Era: New Estimates, 1990-2008. Social Problems. 2011. Vol. 58. No. 4. Pp. 565-592. DOI: 10.1525/sp.2011.58.4.565.

Derudder, B., Witlox, F. (eds.). (2010). Commodity Chains and World Cities. Oxford. Blackwell Publishing Ltd. Global Networks Partnership.

Drwenski, М. (2014-2015). Data on Inequality and the Inequality of Data: The Last Two Centuries. Journal of World-Historical Information. Vol. 2-3. No. 1. Pp. 71-78. DOI: 10.5195/jwhi.2015.15.

Frank, A. G. (1989). The development of underdevelopment. [Online]. Monthly Review. Vol. 41. Iss. 2. Pp. 37-54. Available at: https://monthlyreviewarchives.org/index.php/mr/article/view/MR-018-04-1966-08_3 (Accessed: 21 May 2024).

Gagyi, A. (2016). «Coloniality of power» in East Central Europe: external penetration as internal force in post-socialist Hungarian politics. Journal of World-Systems Research. Vol. 22. No. Pp. 349-372. DOI: 10.5195/jwsr.2016.626.

Gustafsson, B., Johansson, M. (1999). In Search for Smoking Guns: What Makes Income Inequality Vary over Time in Different Countries? American Sociological Review. Vol. 64. Iss. 4. Pp. 585-605. DOI: 10.1177/0003122499064004.

Herkenrath, M., Bornschier, V. (2003). Transnational corporations in world development: still the same harmful effects in an increasingly globalized world economy? Journal of World-Systems Research. No. 9. Pp. 105-139. DOI: 10.5195/jwsr.2003.246

Hopkins, T. K., Wallerstain, I. (1994a). Commodity Chains: Construct and Research. In Gereffi, G., Korzeniewicz, M. (eds.). Commodity Chains and Global Capitalism. London. Greenwood Press Imprint of Greenwood Publishing Group. Pp. 17-20.

Hopkins, T. K., Wallerstain, I. (1994b). Conclusions about commodity chain. In Gereffi, G., Korzeniewicz, M. (eds.). Commodity Chains and Global Capitalism. London. Greenwood Press Imprint of Greenwood Publishing Group. Pp. 48–50.

Hornborg, A., McNeill, J. R., Martinez-Aller, J., Wallerstein, I. (eds.). (2007). Rethinking Environmental History. World-System History and Global Environmental Change. N. Y. Altamira Press.

Irarrázaval, F., Arias-Loyola, M. (eds.). (2021). Resource Peripheries in the Global Economy Networks, Scales, and Places of Extraction. Cham. Springer.

Jones, T.-A., Mielants, E. (eds.). (2010). Mass Migration in the World-System: Past, Present, and Future. N. Y. Routledge.

Kentor, J., Sanderson, M. R. (2016). Foreign Investment, Political Corruption, and Internal Violence: A Structural Analysis. 1970-1995. In Wallerstein, I., Chase-Dunn, C., Suter, C. (eds.). Overcoming Global Inequalities. N. Y. Routledge. Pp. 48-60.

King, A. D. (ed.). (1991). Culture, Globalization and the World-System Contemporary Conditions for the Representation of Identity. N. Y. Palgrave.

Korzeniewicz, R. P., Moran, T. P. (2009). Unveiling Inequality. A World-Historical Perspective. N. Y. Russell Sage Foundation.

Korzeniewicz, R. P. (ed.). (2018). The World-System as Unit of Analysis. N. Y. Routledge.

Lee, C-S., Nielsen, F., Alderson, A. S. (2007). Income Inequality, Global Economy and the State. Social Forces. Vol. 86. Pp. 77-111. DOI: 10.1353/sof.2007.0102.

Lloyd, P., Mahutga, M. C., Leuw, J. De. (2009). Looking Back and Forging Ahead: Thirty Years of Social Network Research on the World-System. Journal of World-Systems Research. No. 15. Pp. 48-85. DOI: 10.5195/jwsr.2009.335.

Mahutga, M. C. (2016). Theoretical Holism in the Sociology of Development: Another Look at Foreign Direct Investment, Private Markets and Earnings Inequality during Post-Socialist Transition. Sociology of Development. Vol. 2. No. 1. Pp. 1-24. DOI: 10.1525/sod.2016.2.1.1.

Mahutga, M. C. Jorgenson, A. K. (2016). Production Networks and Varieties of Institutional Change: The Inequality Upswing in Post-Socialism Revisited. Social Forces. Vol. 94. No. 4. Pp. 1711 1741. DOI: 10.1093/sf/sow012.

Mahutga, M. C., Kwon, R., Grainger, G. (2011). Within-Country Inequality and the Modern World-System: a Theoretical Reprise and Empirical First Step. Journal of World-System Research. Vol. 17. No. 2. Pp. 279-307. DOI: 10.5195/jwsr.2011.417.

Martin, W.G., Wallerstein, I. (eds.). (1990). Semiperipheral States in the World-Economy. N. Y. American sociological association. Greenwood Press. Pp. 11-44.

Mielants, E., Bardos, K. S. (eds.). (2021). Economic Cycles and Social Movements. Past, Present and Future. N. Y. Routledge.

O’Hearn, D., Ciccantell, P. S. (eds.). (2022). Migration, Racism and Labor Exploitation in the World-System. N. Y. Routledge.

Santos, T. (1970). The structure of dependence. [Online]. American economic review. Vol. 60. No. 2. Pp. 231-236. Available at: https://www.jstor.org/stable/1815811 (Accessed: 31 May 2024).

Santos, Th. (2011). Imperialismo y Dependencia. Caracas. Biblioteca Ayacucho. (In Spanish).

Sassen, S. (2008). Neither Global nor National: Novel Assemblages of Territory, Authority and Rights. Ethics & Global Politics. Vol. 1. No. 1-2. Pp. 62-68. DOI: 10.3402/egp.v1i1.1814.

Smith, D. A. (2018.). World-System Zones in the 21st Century Beyond Core and Periphery, Who Fits Where? In Boatcă, M., Komlosy, A., Nolte, H.-H. (eds.). Global Inequalities in World-Systems Perspective: Theoretical Debates and Methodological Innovations. Political Economy of the World-System Annuals. Pp. 3-18.

Van der Merwe, J., Dodd, N. (eds.). (2019). The Political Economy of Underdevelopment in the Global South. The Government-Business-Media Complex. Palgrave Macmillan.

Wallerstein, I. (1974). The Modern World-System I: Capitalist Agriculture and the Origins of the European World-Economy in the Sixteenth Century. N. Y. Academic Press.

Worth, O., Moore, Ph. (eds.). (2009). Globalization and the «New» Semi-Peripheries. London. Palgrave Macmillian.

Published

2024-10-12

How to Cite

Khlynovskaya С. А., & Izgarskaya А. А. (2024). The Problem of Social Inequality in the Light of the World-System Approach. Respublica Literaria, 5(3), 154–171. https://doi.org/10.47850/RL.2024.5.3.154-171

Issue

Section

INTERDISCIPLINARY RESEARCH