three variables used to calculate the overall index, combined with penalty applied to the all three malevariables.! While the HDI measures average achievement, the GDI adjusts the average achievement toreflect the inequalities between men and women in the following three dimensions: a long and healthylife measured by life expectancy at birth, knowledge as measured by the adult literacy rate and thecombined primary, secondary and tertiary gross enrolment ratio and a decent standard of livingmeasured by estimated earned income (UNDP, 2008). !! For a further explanation of GDI calculation, the indices used, and results see Appendix C and D.!" The GEM and the GDI were developed and adopted by the UNDP. However, they differ withrespect to their theoretical foundation and calculation; the GDI focuses on the loss of humandevelopment due to gender gaps and the GEM measures women’s agency to access certain resourcesand their roles within society (Bardhan & Klasen, 1997). The GEM measures women’s politicalparticipation and decision-making power measured by, “women’s and men’s percentage shares ofparliamentary seats” (UNDP, 2008, p. 360). The second feature includes women’s economic participationand decision-making power measured by two indicators. The first indicator measures women’s andmen’s share by percentage of positions of legislators, senior officials and managers. The secondindicator evaluates women’s and men’s percentage shares of professional and technical positions. Thefinal indicator measures women’s access to economic resources by assessing women’s and men’sestimated earned income." Bardhan and Klasen argued that certain aspects of GEM are an effective tool in evaluatingopportunities that are open to women when they state that, “a society that neglects the economic andpolitical potential of half its population is likely to perform worse than a society that draws on all its besttalent, regardless of gender”(1997, p. 21)." There are several fundamental elements similar to the GEM in the calculation of the GDI formula.Similar to the GDI, the GEM also penalizes all of the three male indicators for aversion to inequality toadjust for the already present inter-group inequalities between males and females. GEM and GDIcalculate estimated earned income in the exact method by using the, “ratio of the female nonagriculturalwage to the male nonagricultural wage, male and female shares of the economically active population,total female and male population and GDP per capita” (UNDP, 2008, p. 360). For a further detailedexplanation of calculation see Appendix A and B.SOCIO-ECONOMIC HISTORY OF SOUTH AFRICA" In order to understand the implications of utilizing the GEM and GDI with respect to women’swellbeing in South Africa, it is helpful to discuss the historical background of the country.! The main cause of widespread poverty is due to the apartheid regime that institutionalizedracism across every level of society including the access to healthcare, land, employment, educationand political rights. Several laws were passed that systematically reinforced the status quo of the poortreatment and type of access to services the majority of the population was allowed to receive. TheGroup Areas Act passed in 1950, enforced the segregation of the different races to specific areas andallowed for the two oppressed ethnic groups (Blacks and Coloreds) to only own certain zones of land(Worden, 2012). In practice, Blacks and Coloreds were forced off their own land, which in many caseshappened to be high quality land due to the type of soil fertility and location, and moved to areas furtherfrom city centers with poor land quality. With poor quality housing, schools and healthcare, combinedwith a lack of job opportunities in the areas the Blacks and Coloreds were forced to live, levels of povertyrose and continue to exist today as these areas or townships struggle to break free from the povertycycle.31
" Survey results indicate a high level of poverty in South Africa despite legal and political initiativesimplemented to increase the wellbeing of women. According to Hoogeveen and Ozler, “there wereapproximately 1.8 million (2.3 million) more South Africans in 2000 living with less than $1/day ($2/day)than there were in 1995. Inequality increased mainly due to a sharp increase among the Africanpopulation” (2005, p.5)." Following the Apartheid regime, the 1996 Constitution was created and was the mostprogressive constitution on the continent. The constitution, “legalized abortion, giving women equalpower in marriage, banning all gender discrimination and providing women of any skin color with thesame degree of affirmative action in education, employment, politics” (The Economist, 2010, para. 2)." Theoretically, South Africa has experienced progress in the promotion of women’s rights. Inpractice, some sectors are progressing faster than others. For example, in the political sphere “womenhold 44 percent of parliamentary seats, the third highest proportion in the world and 41 percent cabinetposts including many of those often assigned to men: defense, agriculture, foreign affairs, mining,science and technology, and home affairs” (The Economist, 2010, para. 3) including many of the cabinetposts traditionally assigned to men such as defense and home affairs." In other areas of society, the wellbeing of women has not improved as expected. This isparticularly evident in aspects of the public sector but primarily in the private sector. The EmploymentEquity Act requires that, “companies with over fifty employees, must hire and promote women inproportion to their representation in the population as a whole at 52%, however in reality white men stilldominate senior management” (The Economist, 2010, para. 4). Moreover, according to the Women’sBusiness Association, “a fifth of the country’s private sector boards have no women, and in universitiesfemales are more than half of the graduates, however account for 45 percent of the academic staff” (TheEconomist, 2010, para. 4). This does not mean that female graduates finding academic positions is notprogress; nonetheless it is a pattern that exists in gender discriminatory countries because teaching isone of the main ‘traditional’ employment options for women throughout history." Finally, that women make up almost half of the formal labour force is a positive trend; however, itis important to look at which roles they play compared to their male counterparts. Women “are in lowerwagesectors, particularly domestic service and on average women still get less than two-thirds of aman’s pay packet” (The Economist, 2010, para. 5)." The level of poverty among women-headed households is higher than the average and womencontinue to earn less than men, even though differences education levels have narrowed significantly, asone can observe in the GDI. South Africa’s National Planning Commission state, “about 61#percent ofwomen live in poverty, and 31#percent live in destitution, compared with 39#percent and 18#percent ofmen respectively” (2011, p.2).CRITICAL ANALYSIS OF THE GDI AND GEM IN THE CONTEXT IN SOUTH AFRICA: LIMITATIONSOF THE MEASURES" The 2007-2008 Human Development UNDP Report provided rationale for valuing the estimatedincome in both GEM and GDI and stated that, “the income measure in the GDI and GEM indicates aperson’s capacity to earn income. It is used in the GDI to capture the disparities between men andwomen in command over resources and in the GEM to capture women’s economic independence (2008,p. 361). However, in computing the GDI and GEM, estimated income for females is problematic becausethe indicator is based on an estimate of the female share in earned income." Specifically it is a problem of defining what constitutes an ‘economically active population’. Theestimated income is calculated from the total female share in the economically active population. Forexample, if family enterprises and subsistence activities are not included in defining an economicallyactive population, many individuals will be excluded, particularly women, as they tend to largely make up32
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- Page 65 and 66: REFERENCESBeaman, L., Chattopadhyay
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- Page 71 and 72: REFERENCESCoston, B. M. and Kimmel,
- Page 73 and 74: earning an income showed me some of
- Page 75 and 76: Biographical SketchesRemy N. Bargou
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