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GENDER,
DEVELOPMENT AND THE HIV EPIDEMIC
By Sheila
Smith and Desmond Cohen
October 2000
http://www.undp.org/hiv/publications/gender/gendere.htm
1.
Introduction
In this
paper we will discuss some broad issues concerning the
relationship between the HIV epidemic and development in
general, and the effects which the epidemic will have (or is
already having) in undermining decades of development
achievement. Secondly, we will examine the necessity for a view
of development processes based on a gender analysis, and why it
is not possible to understand development by means of a
gender-blind approach. Thirdly we will try to provide some
insights into the differential impact of the HIV epidemic on men
and women, and the consequences of this for society and the
economy. This will include a discussion of gender, poverty and
the HIV epidemic, and the ways in which the epidemic is
intensifying poverty in general and poverty among women in
particular. Fourthly we review population issues in order to
identify what are the critical lessons for policy that are
relevant to the global and national response to HIV and AIDS.
Finally we will ask some questions concerning how as development
practitioners these issues can be addressed and incorporated
into ongoing work; what do we mean by good development practice
in the context of the epidemic?
2.
Development and the HIV Epidemic
It may
seem a paradox but one of the unexpected outcomes of the HIV
epidemic is a deeper understanding of development. For although
the global epidemic of HIV was seen initially as a crisis in
public health and was defined as a health issue that required a
health response, this is now generally seen as too simplistic.
In part this redefining of the problem has its origins in the
perceived ineffectiveness of the global response to HIV and
AIDS, given that it is unfortunately the case that in almost all
developing countries, that HIV has spread in spite of policies
and programmes designed to reduce transmission. In part it
reflects a much more complex understanding of the social,
cultural and economic determinants and consequences of the
epidemic so that it is now commonplace to argue that the
epidemic is not simply about public health but is concerned with
development in all of its dimensions.
How did
the issues of HIV and AIDS come to be redefined as developmental
and what is implied for effective and relevant global and
national responses to the epidemic? Perhaps just as important a
question is how does one get from where one is to where one
needs to be if the world is to be able to respond to what is an
immense challenge facing everyone – in both developed and
developing countries. For while there is increasing evidence
that the problem of the epidemic is increasingly perceived as
developmental in its origins, in that the determinants are
fundamentally structural, there remains an enormous gap between
a deepened perception of the problem and a commitment to
effective action. This is indeed puzzling, and is an issue that
is discussed in what follows. For it is increasingly clear that
the issues that prevent a more effective and multisectoral
response to HIV and AIDS are bound up inextricably with the
failures of development in the last 50 years.
Hence the
paradox noted above: the failure of the global and national
response to the HIV epidemic has its basis in a category error –
the problem was misdefined as one solely of public health and
not of development – but an effective response to the epidemic
entails more than redefining it as a developmental problem, in
that what is needed are policies for development that are
themselves relevant and effective. Thus it has been precisely
the failures of development that have generated the conditions
in which the HIV epidemic has thrived, and which also constrain
effective responses to its deepening socio-economic impact. What
the epidemic has done, for good rather than ill, is to identify
the depth of the social and economic divisions within countries,
of poverty, inequality of wealth, social, political and economic
exclusion and differential access to basic services such as
health, education and housing.
Underlying these conditions and often central to the weakness of
the policy and programme response to development, and to the
epidemic, are the issues of gender. So not only is development
at the core of the problem of the HIV epidemic, but at the
centre of both are issues of gender. It is unsurprising,
therefore, that the failures of development which have largely
left untouched issues of gender have also contributed directly
to those social, cultural and economic processes that have
created the conditions in which the HIV epidemic has thrived.
Worse still is the fact that unwillingness to deal with gender
issues in any fundamental sense has bedevilled the national
response to HIV and AIDS in many countries. Little progress is
possible unless the core role of gender is understood in
relation to the epidemic, and unless and until gender issues are
addressed through general development policies and programmes.
So issues
of gender are central to epidemic processes and are also
critical for sustained human development. Addressing gender
through effective policies and programmes is the way forward if
development objectives are to be realised. But doing so is also
necessary if HIV transmission is to be reduced and if societies
are to be able to respond effectively to the widening range of
social, political, cultural and economic effects of the
epidemic. Redefining what is understood by development,
including improvements in development praxis, and relating
development activities directly to objectives that include
poverty reduction, more equal distributions of wealth and
income, better access to improved public services, and greater
gender equality, are what are needed.
None of
this is new – what is new is to move beyond the rhetoric of
development to performance. What the HIV epidemic does is to
illustrate only too well the costs of previous failure, and the
fact that if we are to prevent an expanding epidemic which has
enormous potential to disrupt not only development but also
social, economic and political structures, then we have to
ensure better overall development performance.
3.
Gender and Development
The
discourse of development has been fundamentally transformed by
the introduction of gender analysis, and it is now no longer
possible to construct an analysis of an economy or a society, at
micro or macro levels, which is gender-blind. This is because
men and women have sharply different social and economic roles,
differential access to income and resources, different economic
behaviours, including different patterns of consumption and
expenditure, and are subject to different legal arrangements.
Even in societies where there is de jure equality, for example,
of pay or employment or property rights, these differences
nevertheless remain as significant features of economic and
social life. To attempt to understand economic and social change
without incorporating an explicit gender analysis is therefore
an exercise in futility.
Just as
gender analysis must pervade the development discourse in order
to arrive at an understanding of social change, so it might have
been anticipated that the advent of the HIV epidemic would
similarly transform development thinking. The epidemic is
pervasive, in some societies it directly affects most
households, its implications are far-reaching for every aspect
of people’s lives now and in the future, and its effects are
felt in every sector at every level. It is negatively affecting
life expectancy, it is dramatically reducing the national
capacity in every sphere, it is reducing national output,
exports, savings and investment, and it is crippling the
capacity of the educational system, the agricultural extension
system and the health system. Rarely has there emerged a single
phenomenon with such powerful consequences to undermine decades
of development achievement. Yet the necessary effect on the
development debate and development thinking has not taken place.
Development analysts, researchers and practitioners, in general
continue their work as if the HIV/AIDS epidemic were not
happening, as if it could be confined to a marginal role, for
example a few paragraphs at the end of a report, and the core of
development work could remain unaffected.
What is
most extraordinary is that gender analysis has failed to grasp
the significance of the HIV/AIDS epidemic: not only is the
epidemic intensifying the socio-economic inequality of men and
women, it actually involves a death sentence for women as a
result of following the rules of ‘normal’ monogamy. Since the
vast majority of HIV infections occur as a result of
heterosexual intercourse, the implications for women of sexual
relations with men can be lethal.
In
attempting to understand how the HIV epidemic is affecting
social and economic life, it is vital to have a way of analysing
systematically the contributions and demands made by men and
women to the society and to the economy. Orthodox economics
devotes much energy to the measurement of economic activity, and
it is well known that the measurements in common use (eg. gross
domestic product, income per capita, labour force etc.) are very
inadequate and inaccurate as reflections of reality. A great
deal has been written about the omission from standard economic
measures of the vast amount of unpaid labour contributed by
women in all economies, and much research undertaken to
illuminate this with time-budget studies.
In rural
Africa, for example, the unpaid work of women in gathering fuel
wood, collecting water and processing food contributes immensely
to the survival of households and to the well being of present
and future workers, yet rarely are such activities accurately
measured in the context of collecting standard national income
data. Furthermore, the caring work that women undertake, the
need for which has risen dramatically in the context of the HIV
epidemic, is also generally omitted from economic data.
However,
there is another dimension to the inaccuracy and inadequacy of
orthodox economic measures, which relates to the failure to take
full account of paid work, often but not exclusively undertaken
by women. In all developing countries there is a vast array of
paid domestic service, sometimes paid in kind (food, shelter)
and sometimes in cash, and very young women from poor households
are frequently sent to work for small but vital sums of money in
more affluent households. In addition sex work is often much
more widespread than data suggests, both casual and fulltime, as
a means by which many poor women attempt to survive. However,
there is also a vast, uncounted casual agricultural labour force
involving men and women, boys and girls, in all areas of rural
production, including ploughing, sowing, weeding, harvesting,
pruning and processing.
This
might be illustrated
best
in diagrammatic form as in Figure 1. Several things stand out
from this classification which are important in understanding
the interaction of gender, development and the HIV epidemic.
These are as follows:
-
That it
is not possible to make any coherent analysis and assessment
of the factors driving the HIV epidemic unless it is founded
on gender analysis of socially, culturally and economically
determined roles.
-
That any
estimates of the quantitative and qualitative impact of the
epidemic on households, communities, productive sectors and
nationally have to fully identify and measure the different
roles that men and women play in the society and the
economy.
-
That the
HIV epidemic has the potential for much greater social and
economic disruption than traditionally assumed once account
is taken of the unmeasured contributions to social and
economic activity particularly of women and young girls
(although not confined to them).
-
That the
effects of the epidemic will be distributed much more widely
throughout society and the economy through the erosion of
social capital that is caused by morbidity and mortality,
such that the scale of the losses is compounded because of
the losses of human resources and the disruption of social
and economic systems.
-
That
given the critical social and economic roles that women play
it is essential that they are empowered, since only through
a restructuring of social and economic relationships will it
be possible to address the multiple challenges of the HIV
epidemic
Figure
1
CLASSIFICATION OF ECONOMIC ACTIVITIES
|
MEASURED |
|
A
PAID |
B
UNPAID |
|
Formal wage and salary employment
Public and private sector
Commercial services (professional, technical, trade,
agricultural, banking finance and other services) |
Informal economic activity estimated for national
accounts, eg. rural housing construction, subsistence
agriculture, own consumption |
|
UNMEASURED |
|
C
PAID |
D
UNPAID |
|
Domestic service (incl. cleaning, cooking, laundry,
child care)
Rural wage labour on small scale
Farms
Sex work |
Domestic labour, incl. cleaning food preparation, water
and wood collection, childcare, care of sick and
elderly, child socialisation |
4.
Poverty, Gender and HIV
Amartya
Sen the Nobel prizewinner in economics once said that if poverty
was contagious the rich would do something about it, as they did
about cholera. typhoid etc. For example the major municipal
investments in the Victorian era in Britain in sewage, clean
water, drainage etc. were not motivated by altruism but by the
sense of collective self-interest on the part of those with
capacity to mobilise political support for and finance these
major investments.
By
analogy HIV is highly contagious for those engaging in risky
sexual and other behaviours, affecting rich and poor alike, and
is threatening to undermine economic, social and political
structures, and reverse social and economic development in many
parts of the world – not just in sub-Saharan Africa where the
epidemic is presently most severe. Just as contaminated water
threatened the lives of the rich and poor alike in Victorian
Britain, so also does the complex web of sexual relationships
threaten the lives of the rich and poor in developing countries
in the context of the HIV epidemic.
Many
changes are taking place at the level of communities, to support
prevention programmes and to care for those affected, including
support for children. However, in order to be effective in
society as a whole these micro changes need to be complemented
by changes at the macro level. Macro level changes must include
shifts in the structure of public expenditure, probably
involving significantly increased levels of both expenditure and
of taxation. In order for these to occur, support is needed
among the politically and economically powerful. They need to
recognise that HIV and AIDS threatens to undermine their own
future and that of their children just as much as it will
undermine the future of the poor and the powerless.
What are
the politically and economically powerful doing about HIV and
AIDS at present? In developed countries huge amounts of
resources are being devoted to the development of drugs, but
relatively little to the development of effective vaccines. But
the drugs while they are available in rich countries to those
with access to health systems under private or public insurance
are still not available to all – in the US for example it is
still the case that more than 40 million Americans have no
health insurance at all, including many of the poorest and those
who are among the working poor.
It is not
surprising therefore that HIV in the USA is growing most rapidly
amongst the socially and economically excluded urban populations
with large numbers of badly educated poor young men and women
from minority populations. This neglect of those who are
economically and politically powerless in the allocation of
resources to research (neglect of vaccine development) and to
health care provision (including ARV drugs) is reflective of
market failure. Since the poorest populations cannot display
their needs through market demand so the market ignores their
needs. Not least is the absolute neglect of those of the poorest
living in the developing world who cannot under even the most
advantageous pricing regimes for ARV drugs afford to purchase
them, and for whom there is effectively no functioning health
care system in operation.
The US is
simply an example of a general case where drug companies, policy
makers and those who have access to health care can ignore the
deeply rooted social and economic bases of poverty and the
relationship between HIV and poverty, which might involve them
in having to do something about underlying causes (lack of
employment, appalling housing conditions, poor education and few
training opportunities, vastly under-resourced health services,
environmental decay and a social and economic environment which
destroys community social capital). They have already isolated
themselves quite effectively from other aspects of poverty by
ghettoising the poor and then blaming them for their poverty.
Their preference for treatment (drugs) as an approach to HIV
permits them to avoid addressing the fundamental conditions
which give rise to those behaviours which lead to the
transmission of HIV in economically and politically excluded
populations.
But this
way lies disaster, for unless the structural determinants of
poverty, exclusion and hopelesslness are addressed then HIV will
continue to spread and the socio-economic consequences
intensify, with all of the implications that this implies for
escalating dissension and conflict. In the end the rich and
powerful cannot both ethically and practically avoid having to
deal with the problems of HIV and AIDS. It is a well known
policy rule that it is better to deal with a problem earlier
rather than later, since delay leads to cumulatively greater
problems that could have been avoided, with much higher costs.
It is a
fallacy to believe that ARV drugs represent a solution to the
HIV epidemic even in the rich countries, and this is self
evidently also the case in the developing world where budgets
constrain what underfunded health systems can provide and where
the poorest who account absolutely for the largest numbers
living with HIV and AIDS are excluded from access to even the
barest forms of care as a result of their poverty. In so far as
anyone has access to ARV therapy and other quality medical care
in developing countries then it is those who are the wealthy and
their family plus those who manage to gain access legally or
otherwise to public budgets for their own personal use. This
being so it is still a matter which is deeply puzzling that the
rich and powerful in developing countries are not doing more to
prevent the further spread of HIV which is killing their peers,
their wives, their children and their close relatives just as it
is killing the poor. The epidemic is also undermining economic
development so that even the children of the rich will be facing
at best an uncertain future and at worst a set of social and
economic conditions that represent a reversal of development.
Furthermore, there is plenty of evidence that HIV infection
rises with social and economic status in many developing
countries suggesting that information on the risks of HIV have
not been internalised in modification of sexual behaviour, even
amongst those with secondary and higher levels of education. Not
only does HIV and AIDS threaten the human capital stock of the
country, and thus the capacity to maintain and advance
development, but it also has direct costs for those infected
with HIV. Thus the rich and those who are among the better-off
in developing countries, and especially men, are not only
exposing themselves to a deadly virus but also their partners
and their children (through mother to child transmission of
HIV).
Hence the
importance of gender and its inter-relationship with poverty and
wealth in the processes which are internal to the HIV epidemic.
The most important form of HIV transmission is sexual in all
countries, and men seem everywhere to have a dominant role in
what is taking place. As noted above this is not confined to
only poor men and indeed there is enough evidence now to believe
that infection rates as noted above are in many countries
positively correlated with socio-economic class. Since the virus
is primarily spread through sexual activity the question arises
as to what would be needed by way of investment in sexual and
personal/social relationships so as to change these in ways
favourable to reducing HIV transmission and dealing with the
consequences of HIV and AIDS?
What
would seem to be involved at the very least is a dramatic
transformation in the economic relationships between men and
women, in order that women would have sufficient economic
independence to choose the terms on which they engage in sexual
relationships – whether within or outside marriage. This is not
to suggest that such a transformation will occur by economic
change alone, economic change must be seen as necessary but not
sufficient. There is now enough evidence to suggest that women’s
subordination and HIV transmission are indissolubly linked so
that what is required, apart from changes in the economic
position of women, are improvements in access to education and
training and adjustment of labour markets so as to enhance both
employment and pay/other contract conditions. For women who
engage in sex work this would involve investment in new skills
through training etc. to improve their capacities, and
corresponding changes would be needed in the labour market to
open up economic opportunities from which they are presently
excluded. Such exclusions are not always simply a result of
differential access to skills but often because jobs have been
set aside as male preserves in many industries and countries.
For example in the tourist industry in Nepal where many jobs as
waiters, chefs, receptionists, shop assistants, hotel managers,
cashiers, etc. are done by men. It is unsurprising, therefore,
that large numbers of young women excluded from many jobs have
little or no option but to migrate to India where they engage in
sex work with all of the risks that this entails of HIV
infection.
For most
women, given the effective access which they have to education
and training, choices are extremely limited, large numbers work
as domestic workers at home or abroad – with the worst and most
exploitative working conditions, totally unregulated, with no
rights as employees, frequently exposed to abuse, rape etc. With
few marketable skills, many women (eg. household heads,
schoolgirls, sex workers) have come to rely on ‘sexual
networking’ (patterns of multi-partnered sexual relationships)
as an economic strategy to sustain their families in the face of
growing economic uncertainty. Migration of abandoned or rejected
women to urban prostitution is only too frequent in many
societies (such as India, Niger, Uganda and Central African
Republic). Underlying this high risk sexual behaviour on the
part of many women and young girls are intolerable economic and
social conditions that offer few if any viable alternatives. It
follows that changing the conditions of women's’ lives through
gender sensitive and focused policies and programmes is at the
core of effective and relevant responses to the HIV epidemic in
all developing countries.
But the
mass of women in need of protection and requiring purposive
gendered policies and programmes to transform their lives are
not sex workers. They are women with one partner. It is
monogamous women who are increasingly at risk of HIV infection
because of the sexual behaviour of their steady male partner.
Many societies positively condone men in having multiple sexual
relationships in spite of the clear risks that these pose to
their spouse and to their children – and of course to
themselves. Again it is remarkable that conventions that
encourage risky sexual behaviour on the part of men are so
entrenched and inflexible despite information about the
consequences of continuing unsafe sexual practices, and in the
face of mounting evidence of sickness and death amongst male
peers.
There is
now mounting evidence that women’s risk of contracting HIV goes
up sharply as the age of her own first sexual intercourse goes
down and/or the age of her first partner goes up. This in part
explains the data on age and gender distributions of HIV where
HIV infection rates in young women in many countries in sub
Saharan-Africa are 4-6 times higher than they are amongst the
same age cohort of young men. In part this reflects
physiological factors that enhance the probability of HIV
infection on exposure to the virus amongst young women and in
part it reflects the fact that they often choose older partners
for reasons that are partly economic and partly social. To
protect young women from HIV infection would thus require
changing the reality of their lives through educational
opportunity and employment. Information about the risk of HIV
infection unless other conditions change simultaneously will
largely fall on deaf ears – hence the need for a comprehensive
set of programmes if young women are to be protected from the
virus.
For women
who are married, there are usually important economic
relationships vested in the marriage, involving the families of
husband and wife. In part at least the function of such
arrangements is to ensure the passing on of male wealth to male
heirs and there is a large literature on this aspect of contract
relations within marriage. But one consequence of this implicit
contract is that it seems to require women's’ economic
subordination so as to ensure that the man’s children are really
his children. None of this seems to act as a constraint on the
number of sexual partners a man may have in many societies
although the economic (and social) subservience of women has the
desired effect of limiting the freedoms and rights of women. As
we shall see below this is exactly the state of affairs that is
undesirable in general and specifically so in a world of HIV and
AIDS. What is needed if married women are to be able to protect
themselves and their children in such circumstances are
precisely the same things as women need in general – access to
education and training, removal of restrictions on employment,
access to banking services and credit on their own surety, and
so on. In addition what they require are drastic shifts in laws
on property rights, rights of divorced and widowed women, child
custody rights and protection against physical and other abuse.
Concurrently there would need to be investment in the education
of men and boys, so that they would understand fully why
equitable social arrangements are in their interests also, to
lift the death sentence resulting from non-transformed modes of
sexual behaviour. Overcoming men’s resistance to such
investments is vital, for without such investments large numbers
of men will die in their formative years when they have
important social and economic reproductive functions. They will
also suffer the grief of children, spouses and siblings who will
also die from HIV-related illnesses. None of this is inevitable:
and it represents a situation where everyone could gain from
social and economic transformation. It is not a zero sum game
where one only gains if someone else loses but one where there
could be no losers. That is, if the opportunity is grasped to
make those changes to the organisation of social and economic
activity that are worth having anyway - to bring about those
transformations that are in fact the whole point and purpose of
human development.
5.
Voice and Agency: Learning the Lessons of Population Policy
Much of
the analysis and description of HIV and women is couched in the
language of "vulnerability" which is not an operationally useful
concept if what is needed is to change the reality of women’s
lives. By its focus on those things that disempower women its
shifts the focus away from those areas of women’s lives where
they have the agency to order the world differently. Not always
unaided to be sure, but with appropriate policies and programmes
there is a great deal that can be changed so as to achieve
outcomes that improve everyone’s welfare – a good example of
Pareto Optimality, i.e. a policy outcome where everyone gains
and no one loses.
Learning
the lessons of policy areas where outcomes are clearly
beneficial and applying these to the global response to HIV is
clearly desirable. No better and more relevant area is the
record of population policy in parts of South Asia where
outcomes reflect much of what is needed if we are to
structurally change the conditions of women’s lives in ways that
will make a fundamental difference to the global experience of
HIV and AIDS. It needs to be recalled that learning the lessons
is not the same as assuming that these are directly transferable
from one area of human experience to another. But at least they
point the way forward and are evidence of what is achievable
through policies and programmes that are relevant and effective.
There is
general agreement that high fertility imposes unreasonable
burdens on women and that there are benefits to be derived from
reductions in family size – for all members of the family in the
form of improved standards of living. Plus, of course, gains for
society in general through reductions in the level of poverty,
better educated and more healthy succeeding generations of
children who grow into more productive adults, and gains to the
state in the form of faster economic growth and lower rates of
public expenditure (in areas such as education and primary
health care). So it has long been argued by demographers that
there are bigger social returns from investment in population
control than from other competing uses of savings and that a
smaller population was both feasible and desirable.
The
problem was in part, as with policies for HIV and AIDS, to put
in place those policies that would be effective in supporting
women, and to some extent men, in limiting family size. To do so
meant changing a world in which women have traditionally had
little or no voice over matters relating to fertility for
whatever reasons. The argument quite simply is that if women
were given more voice and more power they would choose lower
rates of fertility, as a result of which there would be profound
outcomes for women and children and substantial social benefits.
What stood in the way of these beneficial outcomes were the
following basic structural conditions: -
-
Social
and economic constraints that reduced the voice and power of
women within the family and within society -–such as high
levels of female illiteracy and little or no economic
independence including weak attachment to labour markets.
-
The lack
of access to knowledge about contraception and its benefits,
together with more or less no provision for its supply under
conditions that were unthreatening to women.
-
The
existence of cultural and social pressures that reinforced
other factors so as to leave women with the belief that
continuous child bearing was required as part of their
social and familial duties.
While
each of the above enumerated elements are present in many
developing countries they are not immutable and can be changed.
It is now evident that appropriate policies relating to female
literacy, to female employment and access to credit, and changes
in property rights and so on can make a huge difference to the
lives of women. With demonstrated effects that are sustained in
female fertility such that women, children and their communities
are better off than they would otherwise have been in the
absence of the changes which brought about the fertility
decline.
Also, and
very important, what the data on fertility decline in South Asia
demonstrates is the fact that the increases in real income are
not a necessary prior condition for changes in family size to be
attainable. Provided supportive policies and programmes are put
in place and made available to women then they are perfectly
capable of controlling family size and thus bringing about an
enormous shift in the burdens that they and their families have
faced for generations. If these changes are feasible in relation
to population which depend intimately on changes in core values
and behaviours within a family, then why are the same lessons
not also relevant to the global and national response to HIV and
AIDS? The argument of this paper is, of course, that they are
very relevant and point the way forward in developing more
effective policies and programmes for dealing with the HIV
epidemic.
The key
example that supports the above propositions is India. While it
is the case that fertility rates vary a good deal from district
to district in India it is still the case that these have fallen
substantially – from 6 children per couple a few decades ago to
three today. In some districts in India fertility ratios are
even lower than they are in USA or UK or China although in the
aggregate replacement ratios are still above 2 for India as a
whole. In the States where the fertility declines have been
fastest, Kerala, Tamil Nadu and Himachal Pradesh, the key
factors in producing these declines seem to have been female
literacy and female employment. Rapid improvements in these 2
areas seem to have catalysing impacts on women’s lives through
improving their standard of living and in enhancing their voice
within families and communities. Contrariwise those states in
India with the highest levels of fertility are precisely those
with the worst records on female literacy and female employment.
Also
there is evidence that cultural and religious variables are not
immune to change. A good example can again be drawn from Kerala
which has one of the largest Muslim populations in India (the
second largest after Kashmir) but in spite of such a high
percentage of Muslims amongst its total population Kerala has
seen the largest fertility decline of any state. It seems from
the data as if Indian Muslims have fertility levels not
dissimilar from other communities in their region – in fact much
lower than in Pakistan. Similarly in Bangladesh which has a very
large Muslim population but where there have also been
significant reductions in fertility associated with widespread
public discussion of the need to reduce gender inequity,
enhanced access to family planning facilities and advice and
improvements in women’s economic position through such
programmes as micro-credit. Today Bangladesh’s fertility rate is
much closer to that of India than it is to Pakistan’s in spite
of the fact that they are both have predominantly Muslim
populations.
What
follows from the foregoing ? It is clear that many factors
operate to change fertility and no one is suggesting that
bringing about the kind of changes seen in some parts of South
Asia are easy to bring about. Nevertheless there are elements in
the process of fertility decline which seem to be common to all
the examples given here. What seems to be needed is a coherent
and general understanding of fertility decision making within
families and the development and delivery of policies and
programmes that change the conditions relating to fertility.
These include greater access by girls to education; better
employment opportunities for girls and women and enhanced access
to labour markets through changes in the conditions that
restrict and constrain women’s participation; addressing the
social concerns of women (matters relating to exclusion in
family, community and national decision making); and access to
better health care and to enhanced family planning facilities.
Each of the above are self-reinforcing and all are necessary for
a sustained decline in fertility which has at its core the aim
to in general to enhance gender equity.
The sine
qua non of effective policies for population has been an
improvement in the position and power of women, pursued through
policies and programmes that are seen as mutually
self-supporting. It is evident that much has been achieved
already through recognising that policies and programmes need to
address all of the structural factors that contribute to
decision making within families and communities. This has
entailed changing the conditions and attitudes of both men and
women through activities that are social, economic and cultural
in their content and by doing so to bring about sustained
changes in fertility. What is now clear is that similar changes
can also contribute to the kinds of changes in sexual behaviour
that are so desperately needed if the transmission of HIV is to
be contained and reversed. What the recent population history of
India shows is that fertility can be brought down even in
communities which are amongst the poorest in the world.
6.
Conclusions: Applying good development practice to the HIV
epidemic
Very few
of the lessons of good development practice have been applied so
far in the design and implementation of national policies and
programmes for HIV and AIDS. This is in some ways unsurprising
in that until relatively recently most of those involved in the
response to the HIV epidemic have not been development
practitioners and the problems were seen largely as being about
public health. Given the way that the issues were identified and
given the dominance of public health experts in the response,
both globally and nationally, it was only natural that they
would use an approach to problem solving that they were familiar
with should have been used. There were advantages and
disadvantages of this approach. Whatever the short term benefits
to be derived from setting up in many countries a plan and
structure to respond to the epidemic there have also been long
term costs. Not the least problematic has been a continuing
dominance of Health ministries in the national response to HIV
and AIDS in many countries, and an ongoing belief that the
epidemic is indeed about public health despite the evidence that
this is not the case.
The
dominance of public health in the response has been accompanied
by a preference for expert solutions to problems which are
believed to be applicable everywhere. Such an approach to
problem-solving means assuming that the set of problems to be
addressed are easily identified and are found in all places, and
that there exist interventions that work and that can be applied
in more or less all situations. Experience of the HIV epidemic
tells us that nothing could be further from the truth, and that
what is required are approaches to problem-solving that reflect
the reality of local conditions. What we need is a determination
to seek out solutions that are the outcome of local discussion
and analysis, that reflect local needs and capacity, and are not
simply the "turn-key" responses of experts that can be applied
everywhere whatever their situational relevance.
The
preceding comments contain the elements of an approach to the
epidemic that is indeed based on good development practice. It
is worth recalling the statement made by Robert Chambers to the
effect that " We need to start from where they are at, not where
we are at". Indeed this is good advice since one of the reasons
for the poor performance of most national AIDS programmes is
that they did not reflect Chambers’ advice but rather the views
of external consultants.
So what
follows from this in terms of development practice that has
general relevance?
-
The HIV
epidemic is not simply about public health – it is much more
than health and is more generally about development. Hence
the need to ensure that the development community is
actively involved in national responses to the epidemic in
terms of the integration of HIV and AIDS in core areas of
development, such as poverty reduction, gender and social
sector development. But integration does not mean treating
HIV and AIDS as yet another "add-on" but ensuring that it is
seen as integral to projects and programmes.
-
The
development community needs to understand that if HIV and
AIDS are not integrated in development activities then it is
increasingly unlikely that in many countries such programmes
will succeed. It is inconceivable that targets of primary
education for all in Africa could possibly be achieved given
the erosion of human resources (teachers and other staff)
due to HIV and AIDS in many countries, and given the
intensification of poverty due to AIDS being experienced by
many families. Under these circumstances sectoral
programmes, such as health and education, need to be
revisited by all concerned with development so as to realign
policies and programmes with the new conditions due to the
impact of HIV and AIDS on the economic and social systems.
-
HIV-specific and HIV-related projects and programmes need to
reflect the reality of local conditions. There is little
point in designing and implementing activities that are
unrelated to local needs and yield few if any benefits. To
avoid this outcome what is needed are processes that ensure
that the design of projects is undertaken with local inputs
and actively involves beneficiaries. Fundamental to
improvements in programme relevance and programme
performance is a capacity to undertake and utilise applied
research. Where this research capacity is weak then it will
need to be strengthened through sustained programme support.
-
All
projects and programmes should undertake a capacity
assessment to identify what capacity is available for
effective implementation of programme activities both within
core and complementary institutions. Such a capacity
assessment would include an evaluation of factors reducing
capacity (such as the HIV epidemic) and would lead to a
programme of activities to ensure that capacity was in fact
strengthened.
-
As far
as possible local institutions should be involved in the
design and implementation of projects and programmes and
they should be assisted in strengthening both their own
capacity and in undertaking activities to strengthen the
capacities of other collaborating organisations. It should
be recalled that the HIV epidemic systematically destroys
human capital and undermines organisational structures so
that there is a need not merely for a strengthening of
capacity but also for its maintenance.
-
Gender
equality has to be seen as central to the development effort
and as with HIV should be integrated in all development
programmes. This follows from the proposition that the
empowerment of women is fundamental for all development.
Women and female-headed households are over represented
amongst the poorest in all societies. Effective policies for
reducing poverty amongst women are not only worthwhile in
themselves but also because there is clear evidence that
poverty is a major determinant of HIV transmission. Poverty
also constrains the capacity of families to cope with
HIV-related illness. Women also play a critical role in all
social and economic life although their contribution is
systematically underestimated by standard economic and
social analysis. It is now clear that achieving development
entails empowering women as is evident from research on
population. Putting in place programmes for HIV that are
effective in addressing issues of prevention, care, social
support and mitigation of the socio-economic impact of the
epidemic will depend crucially on the mobilisation of women.
-
Policies
and programmes need to geared towards women’s empowerment.
These would include improved access to education and
training, adult literacy, access to credit, improvements in
health and reproductive services, legal changes to property
rights and enforcement of women’s civil and political
rights. Not only is the empowerment of women central to
issues such as fertility decline and the consequential
benefits of this but also in ensuring that the next
generation are better educated and healthier. As we have
seen these are precisely the conditions that need to be
created if societies are to cope with the multiple
challenges of the HIV epidemic.
SELECT
BIBLIOGRAPHY
There is
an enormous literature on gender and also on HIV/AIDS. There is
also an increasing literature on Development and HIV although
very little of it attempts to bring together the various
components of the problem (development, gender and HIV). The
following recommendations for follow-up are simply intended to
provide a useful starting point and are in no sense
comprehensive. In making the selections the aim has in part been
to address issues of relevance but also of accessibility. We
have included items which are as far as possible available
electronically.
Aids
in the Context of Development
by Joseph
Collins and Bill Rau (UNRISD, June 2000):
www.unrisd.org
The
Economic Impact of the HIV Epidemic
by Desmond Cohen ( UNDP Issues Paper No. 2, 1992):
www.undp.org/hiv
The
HIV Epidemic and Sustainable Human Development
by Desmond Cohen (UNDP Issues Paper No. 29, 1998):
www.undp.org/hiv
Poverty and HIV/AIDS in sub-Saharan Africa
by Desmond Cohen (UNDP Issues Paper No. 27, 1998):
www.undp.org/hiv
Responding to the Socio-Economic Impact of the HIV Epidemic
by Desmond Cohen (UNDP Working Paper, 1999):
www.undp.org/hiv
Dying
of Sadness: Gender, Sexual Violence and the HIV Epidemic
(UNDP Issues Paper, 1999):
www.undp.org/hiv
Adolescent Sexuality, Gender and the HIV Epidemic
(UNDP Issues Paper, 1999):
www.undp.org/hiv
Men
and the HIV Epidemic
(UNDP Issues Paper, 1999):
www.undp.org/hiv
The
Vulnerability of Women: Is This a Useful Construct for Policy
and Planning
by Desmond Cohen and Elisabeth Reid (UNDP Issues Paper No. 28,
1996):
www.undp.org/hiv
Transforming AIDS Prevention to Meet Women’s Needs: A Focus on
Developing Countries
by Heise L.L. and Elias C. (Soc. Sci. Med, Vol 40 No 7, 1995)
Recognising and Countering the Psychosocial and Economic Impact
of HIV on Women in Developing Countries
by Catharine Hankins in Catalan, Scherr and Hedge (eds) The
Impact of AIDS: Psychological and Social Aspects of HIV
Infection (Amsterdam, 1997).
Development as Freedom
by Amartya
Sen , ch.8 and 9 ( Knopf, NY 1999)
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