从多重剥夺到剥削:多维贫困指数的政治化

IF 3 2区 社会学 Q1 DEVELOPMENT STUDIES
Nick Bernards
{"title":"从多重剥夺到剥削:多维贫困指数的政治化","authors":"Nick Bernards","doi":"10.1111/dech.12788","DOIUrl":null,"url":null,"abstract":"<p><b>OPHI and UNDP, <i>Global Multidimensional Poverty Index 2022: Unpacking Deprivation Bundles to Reduce Multidimensional Poverty</i>. Oxford and New York: Oxford Poverty and Human Development Initiative and United Nations Development Programme, 2022. 39 pp</b>. https://ophi.org.uk/global-mpi-report-2022/</p><p>Few questions are more fraught, or more consequential, than the number of people in the world who are poor, and whether that number is rising or falling. There is no shortage of high-profile liberal ideologues who, in recent years, have been happy to claim that global capitalism has managed to drive down the global poverty rate from some 90 per cent at the turn of the 19th century to around 10–15 per cent today. This claim was made perhaps most (in)famously in recent years by Steven Pinker in his <span>2018</span> bestselling book <i>Enlightenment Now</i>. Pinker's data and claims about poverty draw heavily on economist Martin Ravallion's work,1 although he notably brushes aside the latter's caveats and methodological caution in favour of burnishing a teleological narrative of inexorable rationalization, enlightenment and progress.</p><p>Such claims echo a longer history of optimistic readings of the capacity of neoliberal capitalism to counter poverty2 and are overwhelmingly based on income-threshold measures of extreme poverty that Ravallion and colleagues originally helped to develop and popularize in the late 1980s and early 1990s (Ravallion et al., <span>1991</span>). This approach to measuring poverty has long been contested (see Wade, <span>2004</span>). For instance, based on other measures of poverty such as estimates of real wages and data on height and mortality rates, Dylan Sullivan and Jason Hickel (<span>2023</span>) have recently argued that the rise of capitalism has in fact worsened extreme poverty globally.</p><p>Such divergent assessments of the level and trajectory of global poverty are possible in part because measuring poverty is slippery business. Analysts must deal with patchy data, alongside thorny methodological and measurement problems, which are ultimately grafted on top of foundationally contested normative and political questions about what exactly poverty entails (see Fischer, <span>2018</span>). Whether income thresholds are an adequate or meaningful way of understanding and counting poverty, especially on a world–historical scale, is first and foremost a normative question, even though it often masquerades as a technical problem.</p><p>Poverty measures are no less contested at lower levels of aggregation, however. They are invariably both objects of political contention and tools of statecraft. Katharina Lenner, for instance, shows how the contested construction of poverty measures in Jordan simultaneously renders poverty intelligible to the state while also ‘obscur[ing] worsening socio-economic situations, and deflect[ing] responsibility for the situation away from government offices’ (Lenner, <span>2023</span>: 2). There is no escaping the politics of poverty, and measuring poverty is not an innocent act. Neither, for that matter, are any other measuring acts (see Christophers, <span>2013</span>; Hansen and Porter, <span>2012</span>; Mügge, <span>2022</span>).</p><p>Enter, against this backdrop, the subject of this Assessment: the <i>Global Multidimensional Poverty Index 2022: Unpacking Deprivation Bundles to Reduce Multidimensional Poverty</i> (hereafter MPIR 2022 or the Report), the latest report on the Multidimensional Poverty Index (MPI). Based on earlier work by Sabina Alkire and colleagues at the Oxford Poverty and Human Development Institute (OPHI),3 the MPI was launched in 2010 as an annex to the Human Development Report (HDR) on the Human Development Index (HDI), published annually by the United Nations Development Programme (UNDP). The MPI was significantly revised in 2014 and 2018 in an effort to bring it in line with the Sustainable Development Goals (SDGs) and since 2018 it has been published as an annual thematic report unto itself. The basic orienting idea behind the MPI is that poverty is multidimensional — that is, poverty encompasses multiple separate but linked deprivations — and, as such, needs to be measured in a way that accounts for a broad spectrum of deprivations that are not reducible to income. Correspondingly, the MPI is not based on measurements of income, but instead classifies poverty according to a combination of indicators, including a lack of sufficient health care, nutrition, education, as well as a lack of access to housing, water, sanitation and the like, the latter grouped together under the heading of ‘standard of living’. Deprivations in terms of education, housing or food tend to be correlated to income and to each other, of course, but far from perfectly, and in ways that income measures do not effectively capture.</p><p>The MPIR 2022 estimates a global poverty headcount based on a composite index of these multiple forms of deprivation, although the authors are often at pains to stress that it is a complement, rather than an alternative, to the World Bank's income-based poverty estimates. Besides updating the index and headcount, the MPIR 2022 makes two specific contributions: it provides an estimate of the impacts of the COVID-19 pandemic on ‘multidimensional’ global poverty and introduces an analysis of ‘deprivation bundles’ based on the MPI data. A ‘deprivation bundle’ refers to the ways in which different forms of deprivation tend to co-occur, so that analyses can highlight common pairs or triads of deprivations that individuals or households frequently experience together, either at a global scale or in particular settings. The MPI in general, and MPIR 2022 in particular, merit a closer look because in important ways the MPI is illustrative of the wider framing of poverty in global development debates and discourses. While it is a cutting-edge piece of work and among the most thoughtful recent efforts to measure and govern poverty, it nonetheless is part of a wider global politics of poverty.</p><p>Considering multiple and interrelated types of deprivation offers no liberation from the thorny politics of measuring poverty more generally. Of course, the architects of the MPI themselves do know this — to their credit, they are often explicit and reflexive about the inevitably normative nature of choices on how to ‘count’ poverty, although this has tended to remain confined to considering the ethics of what counts as ‘poverty’ (see Alkire and Kanagaratnam, <span>2021</span>). It's on this terrain that I want to engage with the MPIR 2022 in this Assessment by asking what, normatively and above all politically, is accomplished by measuring multidimensional poverty.</p><p>The main observation I wish to make in this article is that poverty as conceived in the MPI, as well as in imitator indices like the World Bank's Multidimensional Poverty Measure (MPM), is multidimensional, but not relational. The index and its construction explore the intersections of different forms of poverty, but almost by definition they hide from view, to borrow Bernstein's useful phrase, ‘the mechanisms that generate both wealth and poverty as two sides of the same coin of (capitalist) development’ (Bernstein, <span>1992</span>: 24; see also Selwyn, <span>2014</span>). In this sense, the MPI and like measures inevitably operate as a kind of fetish. They show how multiple forms of deprivation interact and attach a sophisticated quantitative metric to their depth and severity. All the while, however, they (deliberately or otherwise) obscure the social relations and histories behind these variegated forms of poverty. By looking at the index, we learn in fine-grained detail how many people are poor, where and in what ways, but without a sense of how and why they became and remain impoverished and how such processes of impoverishment are integrally linked to the accumulation of wealth and capital elsewhere. For this, I argue in the latter parts of this article, we need to conceptualize poverty as an outcome of exploitation — the complex set of social relations through which value is appropriated from nature and labour and accumulated as wealth or capital.</p><p>This ultimately matters a great deal when it comes to what is surely the most important question: what is to be done? (With due apologies to Lenin….) The MPI doesn't come packaged with an explicit political theory, but of course it has one. And it's easy enough to see what it is if we read between the lines. The MPI presents itself as a granular mapping of the landscapes of poverty, expressly in the service of developing more finely tuned and especially better-targeted policy measures. As shown below, the MPI implicitly entrenches a preference for means-tested interventions targeting the ‘poorest’ over universal or redistributive measures. It is a version of things largely devoid of consideration of the social relations linking processes of impoverishment to the accumulation of capital, which might elicit more politically challenging questions than the Report is keen to engage. Whether intentionally or not, in this way, the MPIR 2022 depoliticizes and ultimately naturalizes poverty, hiving it off from the question of wealth and capital accumulation and presenting its resolution as an issue of gradual, targeted technical intervention. Ultimately, I argue, to get around some of the political and practical blind spots that this kind of analysis creates, we need an approach to measuring poverty that centres on relations of exploitation as a cause of poverty.</p><p>The remainder of this essay develops these arguments in three sections. The first section below describes the background to the MPI within a wider politics of poverty, particularly since the turn of the century, and then discusses the index itself. The second section discusses the MPIR 2022, showing how the concept of ‘deprivation bundles’ at its core reflects and amplifies the depoliticizing tendencies implicit in the MPI more generally and how it amplifies implicit tendencies towards targeted rather than universalist approaches to poverty. The final section argues that poverty must be conceptualized in a way that accounts for its emergence and maintenance through relations of exploitation. This would help to move beyond current symptom-focused approaches towards accounting for causes of poverty, and help to repoliticize poverty in the process.</p><p>The MPI in important ways is a product of a particular form of global poverty politics that emerged in the 1960s and is still present. The overview of the index that follows will necessarily be somewhat brief and general but is still worthwhile in helping the reader grasp the wider politics at play in the process of constructing the index. As scholars have recently argued, the neoliberal ‘counter-revolution’ emerged in no small part in and through the failures of the ‘assault-on-poverty’ agenda pursued by the World Bank and other international organizations in the 1970s (see Bernards, <span>2022</span>; Mendes Pereira, <span>2020</span>).</p><p>Thus, where poverty had previously mainly been considered under the rubric of ‘social welfare’ in the core economies of the global North and ‘development’ in the global South, a complex and cross-cutting ‘global consensus’ on poverty and poverty reduction measures swiftly emerged at the turn of the century. Mkandawire (<span>2005</span>) rightly notes a related shift in poverty reduction measures, again both in the global North and global South, from universalistic social programming toward targeted and means-tested benefits. This is perhaps epitomized in the above-mentioned consensus on poverty. For Peck (<span>2011</span>: 176), this consensus was accompanied by a dynamic of ‘fast-policy development’ — the increasingly rapid rollout, spread, failure and consequent adaptation of various targeted interventions aimed at mitigating poverty. In the 2000s, conditional cash transfers and microcredit schemes were probably the prime examples. By 2023, these have largely fallen by the wayside in favour of more ‘modern’ interventions including digitalized social transfers, biometric identification systems and national financial inclusion frameworks, alongside interventions directed at improving ‘self-sufficiency’ at the local level, such as pay-as-you-go (PAYGO) off-grid solar electricity projects, and others focusing on ‘resilience’, such as the renewed push for agricultural modernization under the guise of promoting ‘resilience’ to climate hazards.</p><p>This is the context in which, for instance, randomized control trials (RCTs) of anti-poverty interventions proliferated. By the late 2000s, the ‘randomistas’ had quite successfully established themselves as influential actors in global development politics, and RCTs were widely seen as the ‘gold standard’ for evaluating development interventions. The reason for the rise of RCTs in many ways mirrored those for the wider ‘fast-policy’ landscape around global poverty. Budgets in developing countries were heavily constrained, particularly in the aftermath of structural adjustments. Combined with constant restrictions on aid budgets in the global North, this pushed both a ‘projectization’ of development aid and a growing reliance on frequently cash-strapped NGOs to administer projects. This provided fertile ground for a methodological orientation that promised cost effectiveness (by ‘rigorously’ identifying ‘what works’) and conceived of ‘development’ action as so many targeted, dispersed, small-scale, testable interventions (see Bédécarratts et al., <span>2019</span>; Donovan, <span>2018</span>; Kvangraven, <span>2020</span>; de Souza Leão and Eyal, <span>2020</span>).</p><p>The RCT fad can be seen as forming part of a wider push towards quantifying and targeting poverty at aggregate national and global levels. A combination of expressly global techniques and targets for tracking and measuring poverty has played a critical role both in driving and in sustaining the global consensus around poverty. The Human Development Report, first published in 1990 to reflect on the Human Development Index, has arguably been at the forefront of this shift toward the quantification of poverty (UNDP, <span>1990</span>). Following the HDI were a growing number of benchmarking and measurement exercises centring on global poverty. The ‘goal-setting’ exercises of the Millennium Development Goals (MDGs) launched in 2000 and the Sustainable Development Goals that succeeded them in 2015 are perhaps the most notable and visible examples. The MDGs and SDGs probably need little further elaboration here, but it is worth noting that the very process of framing and measuring ‘extreme poverty’ and inequality in and through the MDGs and SDGs has long been contested on several levels. Numerous scholars, including Fischer (<span>2018</span>), Fukuda-Parr (<span>2019</span>), Gabay and Ilcan (<span>2017</span>) and Weber (<span>2015</span>), have previously pointed out how these targets have depoliticized poverty interventions.</p><p>The MPI should be understood as emerging from and forming part of this landscape. The initial articulation of the MPI was heavily influenced by Amartya Sen's critique of income-based measures of poverty and, of course, the HDI. The original working paper outlining the method and rationale for the MPI cites Sen's evocative comment, forming part of a reflection on the first decade of HDRs, that ‘[h]uman lives are battered and diminished in all kinds of different ways, and the first task, seen in this perspective, is to acknowledge that deprivations of very different kinds have to be accommodated within a general overarching framework’ (Sen, <span>2000</span>: 18, cited in Alkire and Santos, <span>2010</span>: 6).</p><p>The MPI was accordingly designed to map out the overlaps between different forms of deprivation at the household level, aggregating from there to national and global headcounts. This was an effort that from the start was framed as part of the wider global anti-poverty movement, reflected at the time in the MDGs and in the design of targeted poverty measures. The working paper describes the unique value of the MPI as follows: ‘providing information on the joint distribution of deprivations related to the MDGs — which shows the intensity and the composition of several aspects of poverty at the same time — we have tried to explore how better measures could support efforts to accelerate the reduction of multidimensional poverty’ (Alkire and Santos, <span>2010</span>: 6). It is perhaps worth emphasizing, however, that particularly in a revised version of that paper, later published in <i>World Development</i>, the authors were keen to insist that the MPI ultimately ‘has a similar spirit to that which once motivated the “dollar-a-day” measure’ in that it aims to assess the magnitude of poverty in the developing world, and that in doing so across countries ultimately relies on avowedly ‘rough but methodologically consistent’4 measures (Alkire and Santos, <span>2014</span>: 252).</p><p>The MPI and associated thematic reports in many ways are remarkable achievements. They represent the amalgamation of a huge volume of work, mostly coordinated between the UNDP and the OPHI. The construction of the index entails pulling together and analysing a truly staggering volume of data from large-scale household surveys in 111 countries, including those from the US Agency for International Development's Demographic and Health Surveys programme, UNICEF's Multiple Indicator Cluster Surveys and a collection of national exercises. Nonetheless, it clearly continues within and reflects the wider political consensus on poverty of the last 20 years. Indeed, it is not coincidental that the World Bank itself now publishes its own MPM, self-avowedly ‘taking inspiration and guidance from’ the MPI (<span>Diaz-Bonilla et al., 2023</span>: 2).5</p><p>The MPI was subject to minor revisions in 2014 and 2018. In the current (2018) version, poverty is calculated on the basis of 10 indicators that are grouped into three categories. Table 1 provides a more detailed breakdown of the current indicators and their definitions. Each of the three measures (Health, Education, and Standard of Living) accounts for one-third of the total index. The measures ‘Health’ and ‘Education’ each contain two sub-indicators (each weighing one-sixth of the total score), while the ‘Standard of Living’ component contains six (each weighing one-eighteenth of the total score). According to these indicators, a person would be considered ‘multidimensionally poor’ if they lived in a household meeting 33.3 per cent or more of the criteria of the weighted index (Alkire et al., <span>2022</span>).6 Aggregate measures of poverty headcount and severity are extrapolated from the survey to the national level and are then used to make global estimates.</p><p>In short, poverty is a more widespread and complex phenomenon if we understand it as encompassing multiple dimensions. In the MPI, however, poverty is nonetheless naturalized and ahistoricized, framed as a timeless scourge at which heroic development interventions are gradually chipping away. The MPI itself importantly does not actually allow us to determine how such ostensible poverty reduction measures are enacted. However, as Fischer (<span>2018</span>: 121–22) points out, some of these might simply be effects of the measures of poverty themselves. The MPI, for instance, measures ‘standard of living’ by regarding a quite narrow and largely urban-biased range of consumer goods and infrastructures. Fischer (ibid.) notes, ‘improved’ sanitation facilities are vitally important for public health in urban areas, but often relatively less so in rural areas with lower population densities. Equally, the list of ‘assets’ considered in the index mainly includes household appliances such as refrigerators and electronics, but not (with the one exception of animal carts) those linked to agrarian livelihoods, such as livestock, equipment or land tenure, which might be particularly salient in rural settings (ibid.). One implication of this is that the index probably tends to overcount rural poverty. As a result, processes of urbanization might well produce reductions in the MPI poverty headcount without necessarily producing meaningful improvements in livelihoods or well-being. The presumption that reductions in MPI-measured poverty are being achieved via targeted interventions is both unfounded and doing important political work.</p><p>Setbacks are treated very differently, on the other hand. The Report estimates that the COVID-19 pandemic has likely delayed global progress in addressing poverty by ‘3–10 years’. Similar brief allusions are made to the likely impacts of the Russian invasion of Ukraine. The estimate of ‘3–10 years’ (which takes inexorable progress to be the default) is based on simulations using data on school closures and comes with the significant caveat that much of the data through which the MPI is constructed was collected before the pandemic. This presentation of the impacts of the pandemic is telling — the pandemic figures here as an unforeseeable shock, disrupting otherwise ‘good work’ on alleviating an implicitly naturalized state of poverty. Yet, the estimate of ‘3–10 years’ ultimately tells us very little about the social relations through which people became impoverished in the course of the pandemic, or by the knock-on effects of war, for that matter. It also naturalizes, reifies and externalizes war and disease themselves, obscuring how global capitalism contributes both to producing these crises and structuring the distribution of the associated costs (see, for example, Brenner and Ghosh, <span>2022</span>; Sparke and Williams, <span>2022</span>).</p><p>Take hunger, which is particularly relevant here, as nutrition is one of the indicators of the ‘Health’ component of the MPI. There is little doubt that we are staring down a severe global food crisis, which has been prompted in part by supply chain disruptions caused by the pandemic and by Russia's war on Ukraine. Food and Agriculture Organization (FAO) estimates suggest that undernourishment has risen from 8.0 per cent in 2019 to 9.3 per cent in 2020 and 9.8 per cent in 2021, equalling roughly 150 million newly hungry people only in the period 2019–21 (FAO et al., <span>2022</span>: 10). A portion of this number will unquestionably add directly to the MPI's poverty headcount as new data becomes available or will add further layers to the severity of deprivation for some of the 1.2 billion existing ‘multidimensionally poor’.9 Yet, while the crisis no doubt has been triggered by discrete events, the existence of the pandemic or the war in and of themselves does little to explain the highly variegated landscape of vulnerability to such shocks, nor does it show us how these vulnerabilities are inextricably linked to wealth and capital accumulation. Jennifer Clapp (<span>2023</span>), for instance, notes that one key feature linking the current global food crisis to comparable earlier episodes, notably the famines prompted by 1973/74 droughts in Sahelian Africa and the global food crisis that accompanied the global financial crisis between 2007 and 2012, is the presence of interlinked forms of concentration of control over key crops. In a similar argument, Raj Patel (<span>2022</span>) notes that the crisis in the global food system is deeply rooted in the control of a few key staple crops by a handful of corporations. This pattern itself, Patel suggests, is closely interlinked with colonial histories in which local food staples were replaced with a few global commodities (notably wheat and rice), organized through intercontinental supply chains. In short, spiralling prices of globally significant staple crops are very much a feature, not a bug, of our current global food regime.</p><p>The point here is that somewhat paradoxically, at the same time that the MPI brings a diverse range of deprivations like hunger directly into a poverty metric without assuming that these are mechanistically linked to income, it also militates against recognizing the wider historically embedded relations of power and accumulation within which impoverishment must be situated and understood. In this sense, it's clearly part and parcel of a global policy consensus on poverty that emerged from the 1990s onwards, as I detailed earlier. Here, Peck's (<span>2011</span>) more general argument that the increasingly rapid circulation of policy models and expertise effectively depoliticizes relations of poverty seems especially apposite. For Peck, such models ‘decisively pre-empt what would otherwise be variegated, locally specific debates around the causes and cures of poverty, further depoliticizing the policymaking processes through the circulation of prefabricated solutions, traveling in the disarming, apparently “neutral” and post-ideological form of evaluation technoscience and best-practice pragmatism’ (ibid.: 178). Of course, the promise of the MPI is more than one-size-fits-all — the headline claim about the value of the MPI for policy is precisely that it enables poverty responses targeted and tailored to the particular combined forms of deprivation, or ‘multidimensional deprivation’, prevalent in different parts of the world. This is a claim that can be exemplified by the focus of the most recent Report on ‘deprivation bundles’, to which I turn in the next section.</p><p>The primary focus of the MPIR 2022 is on so-called ‘deprivation bundles’, defined as ‘pairs, triplets or larger groups of interlinked deprivations that make up all or a subset of a person's deprivation profile’ (p. 6). For example, the Report points to the typical co-occurrence of four deprivation indicators of the MPI — inadequate nutrition, the use of solid cooking fuel and a lack of access to adequate housing and improved sanitation (see Table 1 above). It estimates that some 3.9 per cent of the global poor, or some 45.5 million people, the vast majority living in India, Bangladesh and Pakistan, are subjected to this particular combination of deprivations (p. 6). Another estimated 328.9 million people, mainly living in sub-Saharan Africa10 and South Asia, are subjected to all four of these in addition to others.</p><p>To a degree, this is a somewhat more formalized and intensive approach to a theme — the co-occurrence of different specific deprivations — that has been present in work on the MPI since at least 2010. For instance, in the 2010 working paper by Alkire and Santos, the index measuring various dimensions of poverty at the household level was justified precisely for its ability to identify discrete clusters of frequently co-occurring indicators. The authors of the Report note that identifying clusters in this way ‘enables us to identify different “types” of deprivations — clusters of deprivations that occur regularly in different countries or groups’ (ibid.: 8). Identifying such discrete clusters ‘can thus contribute to a better understanding of the interconnectedness among deprivations, can help identify poverty traps, and can thus strengthen the composition and sequencing of interventions required to meet the MDGs’ (ibid.).</p><p>This move towards an analysis of deprivation bundles appears to be, in part, an acknowledgement of some of the limits of the MPI as a composite index. One of the chief methodological concerns raised by critics of the MPI has long been precisely the disadvantages of compiling aggregating measures into a single index. Ravallion (<span>2011</span>: 237) aptly describes the dilemma using the metaphor of a car: ‘Imagine that a new car comes on the market that collapses all those dials on the dashboard into just one composite index, on which you are supposed to decide what to do (slow down or get fuel)’. The emphasis on deprivation bundles appears a kind of concession to Ravallion's argument that for the purpose of designing policies, ‘[i]t is not the aggregate index we need … but its components’ (ibid.: 240; see also Fischer, <span>2018</span>: 114–17).</p><p>Although the methodological questions here are important, the political question is both more relevant to the current analysis, and perhaps ultimately more consequential. The aim of both aggregating the index and disaggregating it is to ensure ‘effective’ poverty–reduction policy making — evident even in the reference to using the MPI to ‘strengthen the composition and sequencing of interventions’ in the passage from the 2010 working paper quoted above. The MPIR 2022 makes the same stakes clear in stating that ‘looking closely at the interlinked deprivations of poor people, provides valuable insights on how to tackle multidimensional poverty … by addressing its multiple dimensions’ (p. 1). Understanding how multiple deprivations are co-located, the report states, enables the design of ‘integrated policies that can tackle multiple deprivations at once’ (ibid.). The Report is inevitably a bit vague about the more specific implications for policy, but the relevance of this ‘bundling approach’ is ultimately framed in terms that reflect and reinforce the underlying preference for targeted interventions typical of much of the global development work taking place in the last 40 years (see Mkandawire, <span>2005</span>). If, as Fischer (<span>2018</span>: 126) noted a few years ago, ‘the MPI has been increasingly operationalised as a targeting device rather than just an evaluative tool’, the focus on deprivation bundles in the MPIR 2022 appears to fully embrace this role.</p><p>There are two ways in which the Report justifies the mapping of ‘deprivation bundles’. The first could be described as identifying those aspects of poverty of the greatest salience. To return to the example of the ‘most common deprivation bundle’ discussed above (nutrition, cooking fuel, sanitation and housing deprivations), the significance of identifying these deprivations together is that ‘[d]esigning policies that address the four deprivations in this bundle will have a high impact on poverty by bringing people experiencing this deprivation profile out of poverty and by improving the lives of millions of other poor people who experience these deprivations along with others’ (p. 6). Moreover, whereas interventions seeking to improve nutrition, sanitation and housing are often conducted separately, knowing that these deprivations often co-occur ostensibly creates an impetus for ‘multisectoral coordination’ (ibid.).</p><p>Another purpose of exploring these bundles for the MPIR 2022 authors is to ensure that interventions more effectively target different regions. The Report also considers deprivation pairs and triads — for any given deprivation score, how often it occurs in tandem with each other deprivation or pair of other deprivations. The prevalence rates of different triads of deprivation, the Report notes, vary widely between regions. Globally, about 41 per cent of poor people are deprived of access to electricity, sanitation and housing, together — roughly the same proportion deprived of adequate nutrition, housing and cooking fuel, together. However, whereas the former affects 66 per cent of the poor in sub-Saharan Africa, against 11 per cent of the poor in South Asia and 0.2 per cent in Europe and Central Asia, the latter affects 46.4 per cent of the poor in South Asia, 44.8 per cent in sub-Saharan Africa and a significant share (20 per cent) of poor people in Europe and Central Asia (p. 10). Programming thus presumably can be tailored around the specific bundles of deprivations most prevalent in particular places. Likewise, identifying deprivation bundles can help policy makers target the most severely deprived, as ‘[l]eaving no one behind means focusing on the people with the highest deprivation scores’ (p. 10). Here, the report points specifically to an estimated 4.1 million people classed as deprived on all 10 of the measures of deprivation included in the index, of whom 3.8 million live in sub-Saharan Africa. Most of the remainder, or some 210,000 ‘most-deprived’ people, hail from Sudan, which in the Report is classified as an Arab state.</p><p>Serious concerns can be raised about how effectively an index like the MPI in and of itself could or should function as a targeting tool. As a mechanism for prioritizing interventions, it is insular and recursive — by definition, it can only identify as priorities those areas of intervention that have already been selected for inclusion in the index. As a mechanism for means-testing or targeting interventions, it is similarly limited. Proxy measures of poverty generally fail to meaningfully identify people in need — Kidd et al. (<span>2017</span>: 1) note that a comparison to a ‘lottery’ would be a ‘reasonable assessment of [the] efficacy’ of proxy measures in targeting interventions. A focus on a handful of assets can easily result in the failure to notice changes in household incomes and livelihoods over time, or in more salient assets that are simply not measured (e.g. land and livestock). Kidd et al. (ibid.) further insist that they are in effect tools for rationing aid rather than identifying the ‘neediest’. The MPI could not possibly work as a means-testing mechanism at the individual or household level, based as it is on anonymized surveys of a sample population conducted once every few years. Instead, it promises a form of low-resolution geographic targeting of entire countries or regions based on specific ‘deprivation profiles’ or with a high concentration of overall deprivation. Even when wider questions about universalistic versus targeted approaches to poverty reduction are set aside, the limits to using something like the MPI as a targeting mechanism of any sort remain evident.</p><p>Tellingly, besides being a very high-level prioritizing and targeting exercise, the MPI can tell us little about what actual anti-poverty interventions should look like. In fact, the specific actions called for in the Report mainly relate to improving data collection so that ‘policymakers can identify emerging policy concerns, inform programme design and policy choices, forecast trends, monitor policy delivery and evaluate programme impact’. The MPIR 2022 notes that ‘[t]he irregularity of multitopic household surveys — the main tools of poverty measurement and analysis — hinders the power and potential of the global MPI’ (p. 23).</p><p>If the MPI is not in the business of circulating mutable ‘models’ of poverty reduction, its policy agnosticism nonetheless ironically creates similar political dynamics. It also, if implicitly, very much shares the emphasis that neoliberal development programmes place on targeted and projectified interventions to the exclusion of universal provision or redistributive measures. Instead of facilitating meaningful or contested discussions about the causes and consequences of poverty, the index specifies how to target palliative responses most effectively. Again, the point here is not to argue that the authors of the MPIR 2022 could or should wade into these waters directly — rather, I contend that it is politically significant that, deliberately or otherwise, the ability to do so is effectively ruled out from the start by the very nature of the exercise.</p><p>The focus of the Report on mapping ‘poverty’ in and of itself leads it to obscure or negate several important things. It contains strikingly few mentions of wealth or even inequality. Indeed, the lack of such discussions — and what <i>is</i> in fact discussed — is telling. It's a crude measure, but the MPIR 2022 for instance mentions ‘billionaires’ exactly once, on the first page, where the authors note the discrepancy between the limited data we have on poverty and the wealth of data on the number of billionaires in the world — ‘a jarring data inequality’ (p. 1). This observation is repeated later in the report, on page 29. The Report otherwise looks at ‘inequality’ only in the context of inequality <i>among the poor</i>, calculated as variance between individual deprivation scores. Of course, this is not to argue that the MPIR 2022 necessarily <i>should</i> focus on billionaires or the extremes of wealth — given how the index works, this would have made little sense in methodological terms. However, it <i>is</i> notable that such questions are effectively ruled out from the outset by the manner in which the MPI is calculated. The example of how the global food regime co-produces corporate concentrations of power and vulnerability to hunger has already been discussed above.</p><p>A relational conceptualization of poverty (see, for example, Bernstein, <span>1992</span>; Selwyn, <span>2014</span>) requires an attempt to map out the relations effecting wealth extraction and accumulation — in particular, in Marx's (1867/<span>1990</span>: 799) evocative terms, how the ‘accumulation of wealth at one pole simultaneously acts as the accumulation of misery, the torment of labour, slavery, ignorance, brutalization and moral degradation at the other side of the pole’. In this final section, I argue that in order to do this, what we need is to put forward a politics of poverty centred on mapping and confronting multiscalar relations of exploitation as a driver of poverty.</p><p>Exploitation itself is a contested term. In non-Marxist usage, the term often serves to designate coercive, deceptive and/or illegal practices, thereby placing certain practices outside the bounds of ‘normal’ capitalism. In early 2023, for instance, US President Joe Biden proclaimed on Twitter that ‘[c]apitalism without competition isn't capitalism. It's exploitation’.11 While not a rigorously formulated conceptual exploration, Biden's differentiation of ‘capitalism’ from ‘exploitation’ on the basis of the exercise of monopoly is nonetheless notable. Exploitation is often treated by others as synonymous with labour abuses and violations of basic workers’ rights. In either case, it is expressly externalized from the ‘normal’ workings of capitalism. With rare exceptions (notably Boucher, <span>2022</span>), the concept is often used loosely .</p><p>The Marxist use of the term, by contrast, is useful here in that it highlights the dynamic and multiple ways in which the accumulation of capital and relations of impoverishment are co-produced. Marx (1867/<span>1990, 1894/1991</span>) himself admittedly uses the term ‘exploitation’ sparingly and even inconsistently across the three volumes of <i>Capital</i>. Subsequent Marxist scholarship sometimes follows suit, although ironically at times does exactly the opposite, defining exploitation in far too narrow and rigid terms. This is sometimes spun into a rigid reading where value can only be created through wage work in production sectors organized along industrial lines.</p><p>As Stuart Hall insists, however, it is much more useful to read Marx's emphasis on ‘free’ labour as ‘laws of tendency (and countertendency) rather than as <i>a priori</i> laws of necessity’ (Hall, <span>1980</span>: 331). A full picture of capitalist exploitation would, at the very least, have to incorporate a diverse range of unfree modes of labour exploitation, as well as peasant and informal modes of production based on the continued nominal ownership of direct producers of the means of production. In short, there are myriad and often contradictory ways in which ‘<i>capitalist</i> relations of production (the accumulation and competition of capitals) can be structured in terms of the actual exploitation of labour’ (Banaji, <span>2011</span>: 41; see also Hall, <span>1980</span>; Mezzadri, <span>2021</span>). Feminist scholars have long and rightly insisted that ostensibly productive labour depends at all points on heavily gendered, often unpaid and uncounted reproductive labour (see Mies, <span>2014</span>; Rai et al., <span>2014</span>). As Mezzadri (<span>2021</span>: 1194) argues, a recognition of the multiplicity of capitalist exploitation ‘allows us to recuperate … a broader capitalist history of the wageless across the colonial and postcolonial world, where petty commodity production, non-wage and disguised-wage labour, including forms of slave, indentured, unfree and bonded labour are the norm’.</p><p>Nor does exploitation under capitalism take place directly through labour alone. According to Marx, rents, interest payments and the like represent ‘a secondary exploitation, which proceeds alongside the original exploitation that takes place directly within the production process itself’ (<span>Marx, 1894/1991</span>: 745; see also Bernards and Soederberg, <span>2021</span>; Harvey, <span>2006</span>: 42; <span>2012</span>: 29; Soederberg, <span>2014</span>: 4). Extractive relations of indebtedness directly share a dynamic and recursive relationship with the exploitation of labour. ‘Usury’, Marx (ibid.) notes, ‘is a powerful lever in forming the preconditions for industrial capital’ in that it enables the formation of an ‘autonomous monetary wealth’ and, more importantly, in that it ‘appropriates the conditions of labour, by ruining the owners of the old conditions of labour’. The point is that a Marxist lens broadly applied requires investigation of the concrete historical relations through which poverty and wealth are co-created through the intersection of multiple, dynamic and overlapping modes of exploitation.</p><p>Centring the myriad relations of exploitation through which wealth and poverty are co-produced in this sense offers us a means of highlighting the links between global circuits of capital accumulation and the localized experiences of deprivation emphasized by the MPI. Ben Selwyn (<span>2014, 2019</span>) in particular has made similar arguments about the role of labour and global value chains in development. Against perspectives that frame employment at the fringes of global value chains as, in Jeffrey Sachs’ words, ‘the first rung on the ladder out of extreme poverty’ (Sachs, <span>2005</span>: 11, cited in Selwyn, <span>2019</span>: 74), Selwyn argues that poor pay and working conditions inherent in these settings in fact <i>create</i> new forms of poverty. For the mostly women rural–urban migrants disproportionately engaged in light manufacturing activities, increased incomes in monetary terms are accompanied by the intensification of work and the rising cost of items required for survival. For Selwyn, when we focus on the relations of exploitation accompanying the diffusion of global value chains, these types of employment start looking less like a ‘first rung on the ladder’ and more like incorporation into ‘global poverty chains’ (Selwyn, <span>2019</span>: 72).</p><p>It is also worth noting that the MPI fails to directly consider work and labour questions — the type of work people do, the duration and intensity of the work, where they work, how they get there, which infrastructure and equipment they use, under which terms of employment — an omission that in fact has profound implications for many of the measures of poverty included in the MPI (e.g. health, housing access or education). For instance, Brickell et al. (<span>2023</span>) demonstrate how in Cambodia's garment sector, the loss of earnings due to layoffs stemming from the pandemic-era cancellation of orders from major global retailers and increasing debts, coupled with the withdrawal of state support and the offloading of responsibility for social reproductive work onto households, have culminated in a crisis of hunger. (Although, to be fair, the authors of the MPI do acknowledge the absence of labour alongside physical insecurity and health within the household as a problem and argue for the inclusion of new question modules on work — see p. 24). To some extent, measures of poverty like the MPI might well capture some elements of renewed or transformed relations of poverty insofar as they manifest as restricted access to housing, water or food. But at the same time, they cannot capture relations of ‘depletion’ (see Gunawardana, <span>2016</span>; <span>Rai et al., 2014</span>) that often accompany the intensification of work, particularly where this occurs alongside the continuation of social reproductive labour.</p><p>In this respect, the tendency of the MPI measurements and corresponding narratives to move between the individual and household level is significant. Most of the indicators used in the MPI are household-level measures, but the poverty headcount and basic conception of poverty are very much individual-level measures. This is on one level simply a result of data availability — the underlying surveys are household surveys — but it nonetheless obscures important dynamics of exploitation, depletion and impoverishment. It is not just that access and deprivation are often very unevenly distributed within households (although this is true). More importantly, household relations structure relations of exploitation in ‘productive’ sectors. For example, Baglioni (<span>2021</span>), in relation to the margins of horticultural supply chains in Senegal, shows how gendered household relations can play a significant role in making women available for exploitation as cheap labour in packhouses and on farms.</p><p>Equally, paying attention to the relations of exploitation can contribute to a more substantive understanding of responses to poverty. It is perhaps one thing to know that a lack of access to electricity, sanitation and adequate housing tend to be aligned and should be the focus of interventions, but it is quite another to consider <i>how</i> access to these services could or should be improved. As is hopefully clear from the discussion above, the MPI is relatively agnostic about whether and how people access goods that make up their ‘standard of living’. A view of processes of secondary exploitation alongside exploitation through work is especially apposite given the particular debt-fuelled interventions that have been favoured as responses to some of the key deprivations highlighted in the MPI in recent years.12</p><p>To give one example, an increasingly common response to difficulty accessing electricity, particularly but not exclusively in rural areas, has been to promote the adoption of pay-as-you-go (PAYGO), off-grid solar photovoltaic (SPV) systems (see Quinteros and Bernards, <span>2023</span>). These systems can and do directly address at least one of the deprivations (a lack of electricity) that counts towards the MPI. They might potentially also address other deprivations indirectly; for example, enabling the replacement of solid cooking fuels with an electric stove or the use of some of the consumer goods included in the measure of assets. Yet, they do so in a way that is highly contingent. Baker (<span>2023</span>) notes that PAYGO SPV systems have the effect of converting rural energy use into a set of financial assets ultimately grounded in new forms of consumer indebtedness. One of the results of this has been that energy is accessed only at a significant cost. Energy access through relations of indebtedness is also uneven and sporadic. Cross and Neumark (<span>2022</span>) show how PAYGO SPV systems in East Africa constitute an adverse ‘infrastructure of inclusion’ in which final users are governed by new circles of data, capital and debt. Thus, PAYGO business models do play a role in connecting people to electricity, but they also set the grounds for disconnecting those defaulting on agreed payments insofar as they rest on digital infrastructures that can remotely lock out or shut down systems. The possibility of remote disconnection is significant for users and businesses alike given high rates of default, on the one hand, and the notable material and social costs associated with repossessing SPV systems, on the other.</p><p>We might also note that the wider matrix of exploitations within which impoverished livelihoods are entangled often make a significant difference to the outcomes of anti-poverty interventions. For instance, improvements in access to water and sanitation that do not pay sufficient attention to localized patterns of property relations, exploitation and accumulation can have adverse effects. Likewise, slum upgrading programmes have a long-noted tendency to proceed on the (mistaken) assumption that everyone owns the home they live in (de facto if not de jure). In practice, many people in informal settlements are tenants, and upgrades to infrastructure can push poorer tenants out of their rented homes if these enable landlords to command higher rents (see Desai and Loftus, <span>2012</span>).</p><p>The overarching point is that, absent a serious consideration of how to go about doing so, there is a risk that interventions targeting particular deprivations or clusters will wind up reinscribing them in a new form or indirectly intensifying pressures of indebtedness that have a bearing on other types of deprivation. Again, a relational perspective showing how processes of exploitation are connected to processes of capital accumulation is vital. Of significance here is that underlying the recourse to debt relations as mechanisms for widening access to basic services in the first place is arguably the radically uneven distribution of resources in the global political economy. The turn to various self-help or debt-based poverty alleviation interventions, and the wider ‘private turn’ in development financing in recent decades, has often expressly been justified in terms of the co-existence of restrictive fiscal constraints faced by peripheral states and deep pools of capital in global financial markets (see Bernards <span>2022, 2023</span>).</p><p>Whether global poverty is rising or falling in any aggregate sense likely cannot be adequately determined and is arguably of less value than often assumed in terms of understanding how to address poverty. Aiming to understand the variegated shape that poverty assumes and the social relations that drive it, as well as the form that meaningful responses to poverty might take, could be a more helpful place to start. The MPI and other such indices no doubt are broadly useful in informing such understandings, but in their current form often serve to obscure more than they reveal.</p>","PeriodicalId":48194,"journal":{"name":"Development and Change","volume":"54 5","pages":"1374-1395"},"PeriodicalIF":3.0000,"publicationDate":"2023-09-10","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"https://onlinelibrary.wiley.com/doi/epdf/10.1111/dech.12788","citationCount":"0","resultStr":"{\"title\":\"From Multiple Deprivations to Exploitation: Politicizing the Multidimensional Poverty Index\",\"authors\":\"Nick Bernards\",\"doi\":\"10.1111/dech.12788\",\"DOIUrl\":null,\"url\":null,\"abstract\":\"<p><b>OPHI and UNDP, <i>Global Multidimensional Poverty Index 2022: Unpacking Deprivation Bundles to Reduce Multidimensional Poverty</i>. Oxford and New York: Oxford Poverty and Human Development Initiative and United Nations Development Programme, 2022. 39 pp</b>. https://ophi.org.uk/global-mpi-report-2022/</p><p>Few questions are more fraught, or more consequential, than the number of people in the world who are poor, and whether that number is rising or falling. There is no shortage of high-profile liberal ideologues who, in recent years, have been happy to claim that global capitalism has managed to drive down the global poverty rate from some 90 per cent at the turn of the 19th century to around 10–15 per cent today. This claim was made perhaps most (in)famously in recent years by Steven Pinker in his <span>2018</span> bestselling book <i>Enlightenment Now</i>. Pinker's data and claims about poverty draw heavily on economist Martin Ravallion's work,1 although he notably brushes aside the latter's caveats and methodological caution in favour of burnishing a teleological narrative of inexorable rationalization, enlightenment and progress.</p><p>Such claims echo a longer history of optimistic readings of the capacity of neoliberal capitalism to counter poverty2 and are overwhelmingly based on income-threshold measures of extreme poverty that Ravallion and colleagues originally helped to develop and popularize in the late 1980s and early 1990s (Ravallion et al., <span>1991</span>). This approach to measuring poverty has long been contested (see Wade, <span>2004</span>). For instance, based on other measures of poverty such as estimates of real wages and data on height and mortality rates, Dylan Sullivan and Jason Hickel (<span>2023</span>) have recently argued that the rise of capitalism has in fact worsened extreme poverty globally.</p><p>Such divergent assessments of the level and trajectory of global poverty are possible in part because measuring poverty is slippery business. Analysts must deal with patchy data, alongside thorny methodological and measurement problems, which are ultimately grafted on top of foundationally contested normative and political questions about what exactly poverty entails (see Fischer, <span>2018</span>). Whether income thresholds are an adequate or meaningful way of understanding and counting poverty, especially on a world–historical scale, is first and foremost a normative question, even though it often masquerades as a technical problem.</p><p>Poverty measures are no less contested at lower levels of aggregation, however. They are invariably both objects of political contention and tools of statecraft. Katharina Lenner, for instance, shows how the contested construction of poverty measures in Jordan simultaneously renders poverty intelligible to the state while also ‘obscur[ing] worsening socio-economic situations, and deflect[ing] responsibility for the situation away from government offices’ (Lenner, <span>2023</span>: 2). There is no escaping the politics of poverty, and measuring poverty is not an innocent act. Neither, for that matter, are any other measuring acts (see Christophers, <span>2013</span>; Hansen and Porter, <span>2012</span>; Mügge, <span>2022</span>).</p><p>Enter, against this backdrop, the subject of this Assessment: the <i>Global Multidimensional Poverty Index 2022: Unpacking Deprivation Bundles to Reduce Multidimensional Poverty</i> (hereafter MPIR 2022 or the Report), the latest report on the Multidimensional Poverty Index (MPI). Based on earlier work by Sabina Alkire and colleagues at the Oxford Poverty and Human Development Institute (OPHI),3 the MPI was launched in 2010 as an annex to the Human Development Report (HDR) on the Human Development Index (HDI), published annually by the United Nations Development Programme (UNDP). The MPI was significantly revised in 2014 and 2018 in an effort to bring it in line with the Sustainable Development Goals (SDGs) and since 2018 it has been published as an annual thematic report unto itself. The basic orienting idea behind the MPI is that poverty is multidimensional — that is, poverty encompasses multiple separate but linked deprivations — and, as such, needs to be measured in a way that accounts for a broad spectrum of deprivations that are not reducible to income. Correspondingly, the MPI is not based on measurements of income, but instead classifies poverty according to a combination of indicators, including a lack of sufficient health care, nutrition, education, as well as a lack of access to housing, water, sanitation and the like, the latter grouped together under the heading of ‘standard of living’. Deprivations in terms of education, housing or food tend to be correlated to income and to each other, of course, but far from perfectly, and in ways that income measures do not effectively capture.</p><p>The MPIR 2022 estimates a global poverty headcount based on a composite index of these multiple forms of deprivation, although the authors are often at pains to stress that it is a complement, rather than an alternative, to the World Bank's income-based poverty estimates. Besides updating the index and headcount, the MPIR 2022 makes two specific contributions: it provides an estimate of the impacts of the COVID-19 pandemic on ‘multidimensional’ global poverty and introduces an analysis of ‘deprivation bundles’ based on the MPI data. A ‘deprivation bundle’ refers to the ways in which different forms of deprivation tend to co-occur, so that analyses can highlight common pairs or triads of deprivations that individuals or households frequently experience together, either at a global scale or in particular settings. The MPI in general, and MPIR 2022 in particular, merit a closer look because in important ways the MPI is illustrative of the wider framing of poverty in global development debates and discourses. While it is a cutting-edge piece of work and among the most thoughtful recent efforts to measure and govern poverty, it nonetheless is part of a wider global politics of poverty.</p><p>Considering multiple and interrelated types of deprivation offers no liberation from the thorny politics of measuring poverty more generally. Of course, the architects of the MPI themselves do know this — to their credit, they are often explicit and reflexive about the inevitably normative nature of choices on how to ‘count’ poverty, although this has tended to remain confined to considering the ethics of what counts as ‘poverty’ (see Alkire and Kanagaratnam, <span>2021</span>). It's on this terrain that I want to engage with the MPIR 2022 in this Assessment by asking what, normatively and above all politically, is accomplished by measuring multidimensional poverty.</p><p>The main observation I wish to make in this article is that poverty as conceived in the MPI, as well as in imitator indices like the World Bank's Multidimensional Poverty Measure (MPM), is multidimensional, but not relational. The index and its construction explore the intersections of different forms of poverty, but almost by definition they hide from view, to borrow Bernstein's useful phrase, ‘the mechanisms that generate both wealth and poverty as two sides of the same coin of (capitalist) development’ (Bernstein, <span>1992</span>: 24; see also Selwyn, <span>2014</span>). In this sense, the MPI and like measures inevitably operate as a kind of fetish. They show how multiple forms of deprivation interact and attach a sophisticated quantitative metric to their depth and severity. All the while, however, they (deliberately or otherwise) obscure the social relations and histories behind these variegated forms of poverty. By looking at the index, we learn in fine-grained detail how many people are poor, where and in what ways, but without a sense of how and why they became and remain impoverished and how such processes of impoverishment are integrally linked to the accumulation of wealth and capital elsewhere. For this, I argue in the latter parts of this article, we need to conceptualize poverty as an outcome of exploitation — the complex set of social relations through which value is appropriated from nature and labour and accumulated as wealth or capital.</p><p>This ultimately matters a great deal when it comes to what is surely the most important question: what is to be done? (With due apologies to Lenin….) The MPI doesn't come packaged with an explicit political theory, but of course it has one. And it's easy enough to see what it is if we read between the lines. The MPI presents itself as a granular mapping of the landscapes of poverty, expressly in the service of developing more finely tuned and especially better-targeted policy measures. As shown below, the MPI implicitly entrenches a preference for means-tested interventions targeting the ‘poorest’ over universal or redistributive measures. It is a version of things largely devoid of consideration of the social relations linking processes of impoverishment to the accumulation of capital, which might elicit more politically challenging questions than the Report is keen to engage. Whether intentionally or not, in this way, the MPIR 2022 depoliticizes and ultimately naturalizes poverty, hiving it off from the question of wealth and capital accumulation and presenting its resolution as an issue of gradual, targeted technical intervention. Ultimately, I argue, to get around some of the political and practical blind spots that this kind of analysis creates, we need an approach to measuring poverty that centres on relations of exploitation as a cause of poverty.</p><p>The remainder of this essay develops these arguments in three sections. The first section below describes the background to the MPI within a wider politics of poverty, particularly since the turn of the century, and then discusses the index itself. The second section discusses the MPIR 2022, showing how the concept of ‘deprivation bundles’ at its core reflects and amplifies the depoliticizing tendencies implicit in the MPI more generally and how it amplifies implicit tendencies towards targeted rather than universalist approaches to poverty. The final section argues that poverty must be conceptualized in a way that accounts for its emergence and maintenance through relations of exploitation. This would help to move beyond current symptom-focused approaches towards accounting for causes of poverty, and help to repoliticize poverty in the process.</p><p>The MPI in important ways is a product of a particular form of global poverty politics that emerged in the 1960s and is still present. The overview of the index that follows will necessarily be somewhat brief and general but is still worthwhile in helping the reader grasp the wider politics at play in the process of constructing the index. As scholars have recently argued, the neoliberal ‘counter-revolution’ emerged in no small part in and through the failures of the ‘assault-on-poverty’ agenda pursued by the World Bank and other international organizations in the 1970s (see Bernards, <span>2022</span>; Mendes Pereira, <span>2020</span>).</p><p>Thus, where poverty had previously mainly been considered under the rubric of ‘social welfare’ in the core economies of the global North and ‘development’ in the global South, a complex and cross-cutting ‘global consensus’ on poverty and poverty reduction measures swiftly emerged at the turn of the century. Mkandawire (<span>2005</span>) rightly notes a related shift in poverty reduction measures, again both in the global North and global South, from universalistic social programming toward targeted and means-tested benefits. This is perhaps epitomized in the above-mentioned consensus on poverty. For Peck (<span>2011</span>: 176), this consensus was accompanied by a dynamic of ‘fast-policy development’ — the increasingly rapid rollout, spread, failure and consequent adaptation of various targeted interventions aimed at mitigating poverty. In the 2000s, conditional cash transfers and microcredit schemes were probably the prime examples. By 2023, these have largely fallen by the wayside in favour of more ‘modern’ interventions including digitalized social transfers, biometric identification systems and national financial inclusion frameworks, alongside interventions directed at improving ‘self-sufficiency’ at the local level, such as pay-as-you-go (PAYGO) off-grid solar electricity projects, and others focusing on ‘resilience’, such as the renewed push for agricultural modernization under the guise of promoting ‘resilience’ to climate hazards.</p><p>This is the context in which, for instance, randomized control trials (RCTs) of anti-poverty interventions proliferated. By the late 2000s, the ‘randomistas’ had quite successfully established themselves as influential actors in global development politics, and RCTs were widely seen as the ‘gold standard’ for evaluating development interventions. The reason for the rise of RCTs in many ways mirrored those for the wider ‘fast-policy’ landscape around global poverty. Budgets in developing countries were heavily constrained, particularly in the aftermath of structural adjustments. Combined with constant restrictions on aid budgets in the global North, this pushed both a ‘projectization’ of development aid and a growing reliance on frequently cash-strapped NGOs to administer projects. This provided fertile ground for a methodological orientation that promised cost effectiveness (by ‘rigorously’ identifying ‘what works’) and conceived of ‘development’ action as so many targeted, dispersed, small-scale, testable interventions (see Bédécarratts et al., <span>2019</span>; Donovan, <span>2018</span>; Kvangraven, <span>2020</span>; de Souza Leão and Eyal, <span>2020</span>).</p><p>The RCT fad can be seen as forming part of a wider push towards quantifying and targeting poverty at aggregate national and global levels. A combination of expressly global techniques and targets for tracking and measuring poverty has played a critical role both in driving and in sustaining the global consensus around poverty. The Human Development Report, first published in 1990 to reflect on the Human Development Index, has arguably been at the forefront of this shift toward the quantification of poverty (UNDP, <span>1990</span>). Following the HDI were a growing number of benchmarking and measurement exercises centring on global poverty. The ‘goal-setting’ exercises of the Millennium Development Goals (MDGs) launched in 2000 and the Sustainable Development Goals that succeeded them in 2015 are perhaps the most notable and visible examples. The MDGs and SDGs probably need little further elaboration here, but it is worth noting that the very process of framing and measuring ‘extreme poverty’ and inequality in and through the MDGs and SDGs has long been contested on several levels. Numerous scholars, including Fischer (<span>2018</span>), Fukuda-Parr (<span>2019</span>), Gabay and Ilcan (<span>2017</span>) and Weber (<span>2015</span>), have previously pointed out how these targets have depoliticized poverty interventions.</p><p>The MPI should be understood as emerging from and forming part of this landscape. The initial articulation of the MPI was heavily influenced by Amartya Sen's critique of income-based measures of poverty and, of course, the HDI. The original working paper outlining the method and rationale for the MPI cites Sen's evocative comment, forming part of a reflection on the first decade of HDRs, that ‘[h]uman lives are battered and diminished in all kinds of different ways, and the first task, seen in this perspective, is to acknowledge that deprivations of very different kinds have to be accommodated within a general overarching framework’ (Sen, <span>2000</span>: 18, cited in Alkire and Santos, <span>2010</span>: 6).</p><p>The MPI was accordingly designed to map out the overlaps between different forms of deprivation at the household level, aggregating from there to national and global headcounts. This was an effort that from the start was framed as part of the wider global anti-poverty movement, reflected at the time in the MDGs and in the design of targeted poverty measures. The working paper describes the unique value of the MPI as follows: ‘providing information on the joint distribution of deprivations related to the MDGs — which shows the intensity and the composition of several aspects of poverty at the same time — we have tried to explore how better measures could support efforts to accelerate the reduction of multidimensional poverty’ (Alkire and Santos, <span>2010</span>: 6). It is perhaps worth emphasizing, however, that particularly in a revised version of that paper, later published in <i>World Development</i>, the authors were keen to insist that the MPI ultimately ‘has a similar spirit to that which once motivated the “dollar-a-day” measure’ in that it aims to assess the magnitude of poverty in the developing world, and that in doing so across countries ultimately relies on avowedly ‘rough but methodologically consistent’4 measures (Alkire and Santos, <span>2014</span>: 252).</p><p>The MPI and associated thematic reports in many ways are remarkable achievements. They represent the amalgamation of a huge volume of work, mostly coordinated between the UNDP and the OPHI. The construction of the index entails pulling together and analysing a truly staggering volume of data from large-scale household surveys in 111 countries, including those from the US Agency for International Development's Demographic and Health Surveys programme, UNICEF's Multiple Indicator Cluster Surveys and a collection of national exercises. Nonetheless, it clearly continues within and reflects the wider political consensus on poverty of the last 20 years. Indeed, it is not coincidental that the World Bank itself now publishes its own MPM, self-avowedly ‘taking inspiration and guidance from’ the MPI (<span>Diaz-Bonilla et al., 2023</span>: 2).5</p><p>The MPI was subject to minor revisions in 2014 and 2018. In the current (2018) version, poverty is calculated on the basis of 10 indicators that are grouped into three categories. Table 1 provides a more detailed breakdown of the current indicators and their definitions. Each of the three measures (Health, Education, and Standard of Living) accounts for one-third of the total index. The measures ‘Health’ and ‘Education’ each contain two sub-indicators (each weighing one-sixth of the total score), while the ‘Standard of Living’ component contains six (each weighing one-eighteenth of the total score). According to these indicators, a person would be considered ‘multidimensionally poor’ if they lived in a household meeting 33.3 per cent or more of the criteria of the weighted index (Alkire et al., <span>2022</span>).6 Aggregate measures of poverty headcount and severity are extrapolated from the survey to the national level and are then used to make global estimates.</p><p>In short, poverty is a more widespread and complex phenomenon if we understand it as encompassing multiple dimensions. In the MPI, however, poverty is nonetheless naturalized and ahistoricized, framed as a timeless scourge at which heroic development interventions are gradually chipping away. The MPI itself importantly does not actually allow us to determine how such ostensible poverty reduction measures are enacted. However, as Fischer (<span>2018</span>: 121–22) points out, some of these might simply be effects of the measures of poverty themselves. The MPI, for instance, measures ‘standard of living’ by regarding a quite narrow and largely urban-biased range of consumer goods and infrastructures. Fischer (ibid.) notes, ‘improved’ sanitation facilities are vitally important for public health in urban areas, but often relatively less so in rural areas with lower population densities. Equally, the list of ‘assets’ considered in the index mainly includes household appliances such as refrigerators and electronics, but not (with the one exception of animal carts) those linked to agrarian livelihoods, such as livestock, equipment or land tenure, which might be particularly salient in rural settings (ibid.). One implication of this is that the index probably tends to overcount rural poverty. As a result, processes of urbanization might well produce reductions in the MPI poverty headcount without necessarily producing meaningful improvements in livelihoods or well-being. The presumption that reductions in MPI-measured poverty are being achieved via targeted interventions is both unfounded and doing important political work.</p><p>Setbacks are treated very differently, on the other hand. The Report estimates that the COVID-19 pandemic has likely delayed global progress in addressing poverty by ‘3–10 years’. Similar brief allusions are made to the likely impacts of the Russian invasion of Ukraine. The estimate of ‘3–10 years’ (which takes inexorable progress to be the default) is based on simulations using data on school closures and comes with the significant caveat that much of the data through which the MPI is constructed was collected before the pandemic. This presentation of the impacts of the pandemic is telling — the pandemic figures here as an unforeseeable shock, disrupting otherwise ‘good work’ on alleviating an implicitly naturalized state of poverty. Yet, the estimate of ‘3–10 years’ ultimately tells us very little about the social relations through which people became impoverished in the course of the pandemic, or by the knock-on effects of war, for that matter. It also naturalizes, reifies and externalizes war and disease themselves, obscuring how global capitalism contributes both to producing these crises and structuring the distribution of the associated costs (see, for example, Brenner and Ghosh, <span>2022</span>; Sparke and Williams, <span>2022</span>).</p><p>Take hunger, which is particularly relevant here, as nutrition is one of the indicators of the ‘Health’ component of the MPI. There is little doubt that we are staring down a severe global food crisis, which has been prompted in part by supply chain disruptions caused by the pandemic and by Russia's war on Ukraine. Food and Agriculture Organization (FAO) estimates suggest that undernourishment has risen from 8.0 per cent in 2019 to 9.3 per cent in 2020 and 9.8 per cent in 2021, equalling roughly 150 million newly hungry people only in the period 2019–21 (FAO et al., <span>2022</span>: 10). A portion of this number will unquestionably add directly to the MPI's poverty headcount as new data becomes available or will add further layers to the severity of deprivation for some of the 1.2 billion existing ‘multidimensionally poor’.9 Yet, while the crisis no doubt has been triggered by discrete events, the existence of the pandemic or the war in and of themselves does little to explain the highly variegated landscape of vulnerability to such shocks, nor does it show us how these vulnerabilities are inextricably linked to wealth and capital accumulation. Jennifer Clapp (<span>2023</span>), for instance, notes that one key feature linking the current global food crisis to comparable earlier episodes, notably the famines prompted by 1973/74 droughts in Sahelian Africa and the global food crisis that accompanied the global financial crisis between 2007 and 2012, is the presence of interlinked forms of concentration of control over key crops. In a similar argument, Raj Patel (<span>2022</span>) notes that the crisis in the global food system is deeply rooted in the control of a few key staple crops by a handful of corporations. This pattern itself, Patel suggests, is closely interlinked with colonial histories in which local food staples were replaced with a few global commodities (notably wheat and rice), organized through intercontinental supply chains. In short, spiralling prices of globally significant staple crops are very much a feature, not a bug, of our current global food regime.</p><p>The point here is that somewhat paradoxically, at the same time that the MPI brings a diverse range of deprivations like hunger directly into a poverty metric without assuming that these are mechanistically linked to income, it also militates against recognizing the wider historically embedded relations of power and accumulation within which impoverishment must be situated and understood. In this sense, it's clearly part and parcel of a global policy consensus on poverty that emerged from the 1990s onwards, as I detailed earlier. Here, Peck's (<span>2011</span>) more general argument that the increasingly rapid circulation of policy models and expertise effectively depoliticizes relations of poverty seems especially apposite. For Peck, such models ‘decisively pre-empt what would otherwise be variegated, locally specific debates around the causes and cures of poverty, further depoliticizing the policymaking processes through the circulation of prefabricated solutions, traveling in the disarming, apparently “neutral” and post-ideological form of evaluation technoscience and best-practice pragmatism’ (ibid.: 178). Of course, the promise of the MPI is more than one-size-fits-all — the headline claim about the value of the MPI for policy is precisely that it enables poverty responses targeted and tailored to the particular combined forms of deprivation, or ‘multidimensional deprivation’, prevalent in different parts of the world. This is a claim that can be exemplified by the focus of the most recent Report on ‘deprivation bundles’, to which I turn in the next section.</p><p>The primary focus of the MPIR 2022 is on so-called ‘deprivation bundles’, defined as ‘pairs, triplets or larger groups of interlinked deprivations that make up all or a subset of a person's deprivation profile’ (p. 6). For example, the Report points to the typical co-occurrence of four deprivation indicators of the MPI — inadequate nutrition, the use of solid cooking fuel and a lack of access to adequate housing and improved sanitation (see Table 1 above). It estimates that some 3.9 per cent of the global poor, or some 45.5 million people, the vast majority living in India, Bangladesh and Pakistan, are subjected to this particular combination of deprivations (p. 6). Another estimated 328.9 million people, mainly living in sub-Saharan Africa10 and South Asia, are subjected to all four of these in addition to others.</p><p>To a degree, this is a somewhat more formalized and intensive approach to a theme — the co-occurrence of different specific deprivations — that has been present in work on the MPI since at least 2010. For instance, in the 2010 working paper by Alkire and Santos, the index measuring various dimensions of poverty at the household level was justified precisely for its ability to identify discrete clusters of frequently co-occurring indicators. The authors of the Report note that identifying clusters in this way ‘enables us to identify different “types” of deprivations — clusters of deprivations that occur regularly in different countries or groups’ (ibid.: 8). Identifying such discrete clusters ‘can thus contribute to a better understanding of the interconnectedness among deprivations, can help identify poverty traps, and can thus strengthen the composition and sequencing of interventions required to meet the MDGs’ (ibid.).</p><p>This move towards an analysis of deprivation bundles appears to be, in part, an acknowledgement of some of the limits of the MPI as a composite index. One of the chief methodological concerns raised by critics of the MPI has long been precisely the disadvantages of compiling aggregating measures into a single index. Ravallion (<span>2011</span>: 237) aptly describes the dilemma using the metaphor of a car: ‘Imagine that a new car comes on the market that collapses all those dials on the dashboard into just one composite index, on which you are supposed to decide what to do (slow down or get fuel)’. The emphasis on deprivation bundles appears a kind of concession to Ravallion's argument that for the purpose of designing policies, ‘[i]t is not the aggregate index we need … but its components’ (ibid.: 240; see also Fischer, <span>2018</span>: 114–17).</p><p>Although the methodological questions here are important, the political question is both more relevant to the current analysis, and perhaps ultimately more consequential. The aim of both aggregating the index and disaggregating it is to ensure ‘effective’ poverty–reduction policy making — evident even in the reference to using the MPI to ‘strengthen the composition and sequencing of interventions’ in the passage from the 2010 working paper quoted above. The MPIR 2022 makes the same stakes clear in stating that ‘looking closely at the interlinked deprivations of poor people, provides valuable insights on how to tackle multidimensional poverty … by addressing its multiple dimensions’ (p. 1). Understanding how multiple deprivations are co-located, the report states, enables the design of ‘integrated policies that can tackle multiple deprivations at once’ (ibid.). The Report is inevitably a bit vague about the more specific implications for policy, but the relevance of this ‘bundling approach’ is ultimately framed in terms that reflect and reinforce the underlying preference for targeted interventions typical of much of the global development work taking place in the last 40 years (see Mkandawire, <span>2005</span>). If, as Fischer (<span>2018</span>: 126) noted a few years ago, ‘the MPI has been increasingly operationalised as a targeting device rather than just an evaluative tool’, the focus on deprivation bundles in the MPIR 2022 appears to fully embrace this role.</p><p>There are two ways in which the Report justifies the mapping of ‘deprivation bundles’. The first could be described as identifying those aspects of poverty of the greatest salience. To return to the example of the ‘most common deprivation bundle’ discussed above (nutrition, cooking fuel, sanitation and housing deprivations), the significance of identifying these deprivations together is that ‘[d]esigning policies that address the four deprivations in this bundle will have a high impact on poverty by bringing people experiencing this deprivation profile out of poverty and by improving the lives of millions of other poor people who experience these deprivations along with others’ (p. 6). Moreover, whereas interventions seeking to improve nutrition, sanitation and housing are often conducted separately, knowing that these deprivations often co-occur ostensibly creates an impetus for ‘multisectoral coordination’ (ibid.).</p><p>Another purpose of exploring these bundles for the MPIR 2022 authors is to ensure that interventions more effectively target different regions. The Report also considers deprivation pairs and triads — for any given deprivation score, how often it occurs in tandem with each other deprivation or pair of other deprivations. The prevalence rates of different triads of deprivation, the Report notes, vary widely between regions. Globally, about 41 per cent of poor people are deprived of access to electricity, sanitation and housing, together — roughly the same proportion deprived of adequate nutrition, housing and cooking fuel, together. However, whereas the former affects 66 per cent of the poor in sub-Saharan Africa, against 11 per cent of the poor in South Asia and 0.2 per cent in Europe and Central Asia, the latter affects 46.4 per cent of the poor in South Asia, 44.8 per cent in sub-Saharan Africa and a significant share (20 per cent) of poor people in Europe and Central Asia (p. 10). Programming thus presumably can be tailored around the specific bundles of deprivations most prevalent in particular places. Likewise, identifying deprivation bundles can help policy makers target the most severely deprived, as ‘[l]eaving no one behind means focusing on the people with the highest deprivation scores’ (p. 10). Here, the report points specifically to an estimated 4.1 million people classed as deprived on all 10 of the measures of deprivation included in the index, of whom 3.8 million live in sub-Saharan Africa. Most of the remainder, or some 210,000 ‘most-deprived’ people, hail from Sudan, which in the Report is classified as an Arab state.</p><p>Serious concerns can be raised about how effectively an index like the MPI in and of itself could or should function as a targeting tool. As a mechanism for prioritizing interventions, it is insular and recursive — by definition, it can only identify as priorities those areas of intervention that have already been selected for inclusion in the index. As a mechanism for means-testing or targeting interventions, it is similarly limited. Proxy measures of poverty generally fail to meaningfully identify people in need — Kidd et al. (<span>2017</span>: 1) note that a comparison to a ‘lottery’ would be a ‘reasonable assessment of [the] efficacy’ of proxy measures in targeting interventions. A focus on a handful of assets can easily result in the failure to notice changes in household incomes and livelihoods over time, or in more salient assets that are simply not measured (e.g. land and livestock). Kidd et al. (ibid.) further insist that they are in effect tools for rationing aid rather than identifying the ‘neediest’. The MPI could not possibly work as a means-testing mechanism at the individual or household level, based as it is on anonymized surveys of a sample population conducted once every few years. Instead, it promises a form of low-resolution geographic targeting of entire countries or regions based on specific ‘deprivation profiles’ or with a high concentration of overall deprivation. Even when wider questions about universalistic versus targeted approaches to poverty reduction are set aside, the limits to using something like the MPI as a targeting mechanism of any sort remain evident.</p><p>Tellingly, besides being a very high-level prioritizing and targeting exercise, the MPI can tell us little about what actual anti-poverty interventions should look like. In fact, the specific actions called for in the Report mainly relate to improving data collection so that ‘policymakers can identify emerging policy concerns, inform programme design and policy choices, forecast trends, monitor policy delivery and evaluate programme impact’. The MPIR 2022 notes that ‘[t]he irregularity of multitopic household surveys — the main tools of poverty measurement and analysis — hinders the power and potential of the global MPI’ (p. 23).</p><p>If the MPI is not in the business of circulating mutable ‘models’ of poverty reduction, its policy agnosticism nonetheless ironically creates similar political dynamics. It also, if implicitly, very much shares the emphasis that neoliberal development programmes place on targeted and projectified interventions to the exclusion of universal provision or redistributive measures. Instead of facilitating meaningful or contested discussions about the causes and consequences of poverty, the index specifies how to target palliative responses most effectively. Again, the point here is not to argue that the authors of the MPIR 2022 could or should wade into these waters directly — rather, I contend that it is politically significant that, deliberately or otherwise, the ability to do so is effectively ruled out from the start by the very nature of the exercise.</p><p>The focus of the Report on mapping ‘poverty’ in and of itself leads it to obscure or negate several important things. It contains strikingly few mentions of wealth or even inequality. Indeed, the lack of such discussions — and what <i>is</i> in fact discussed — is telling. It's a crude measure, but the MPIR 2022 for instance mentions ‘billionaires’ exactly once, on the first page, where the authors note the discrepancy between the limited data we have on poverty and the wealth of data on the number of billionaires in the world — ‘a jarring data inequality’ (p. 1). This observation is repeated later in the report, on page 29. The Report otherwise looks at ‘inequality’ only in the context of inequality <i>among the poor</i>, calculated as variance between individual deprivation scores. Of course, this is not to argue that the MPIR 2022 necessarily <i>should</i> focus on billionaires or the extremes of wealth — given how the index works, this would have made little sense in methodological terms. However, it <i>is</i> notable that such questions are effectively ruled out from the outset by the manner in which the MPI is calculated. The example of how the global food regime co-produces corporate concentrations of power and vulnerability to hunger has already been discussed above.</p><p>A relational conceptualization of poverty (see, for example, Bernstein, <span>1992</span>; Selwyn, <span>2014</span>) requires an attempt to map out the relations effecting wealth extraction and accumulation — in particular, in Marx's (1867/<span>1990</span>: 799) evocative terms, how the ‘accumulation of wealth at one pole simultaneously acts as the accumulation of misery, the torment of labour, slavery, ignorance, brutalization and moral degradation at the other side of the pole’. In this final section, I argue that in order to do this, what we need is to put forward a politics of poverty centred on mapping and confronting multiscalar relations of exploitation as a driver of poverty.</p><p>Exploitation itself is a contested term. In non-Marxist usage, the term often serves to designate coercive, deceptive and/or illegal practices, thereby placing certain practices outside the bounds of ‘normal’ capitalism. In early 2023, for instance, US President Joe Biden proclaimed on Twitter that ‘[c]apitalism without competition isn't capitalism. It's exploitation’.11 While not a rigorously formulated conceptual exploration, Biden's differentiation of ‘capitalism’ from ‘exploitation’ on the basis of the exercise of monopoly is nonetheless notable. Exploitation is often treated by others as synonymous with labour abuses and violations of basic workers’ rights. In either case, it is expressly externalized from the ‘normal’ workings of capitalism. With rare exceptions (notably Boucher, <span>2022</span>), the concept is often used loosely .</p><p>The Marxist use of the term, by contrast, is useful here in that it highlights the dynamic and multiple ways in which the accumulation of capital and relations of impoverishment are co-produced. Marx (1867/<span>1990, 1894/1991</span>) himself admittedly uses the term ‘exploitation’ sparingly and even inconsistently across the three volumes of <i>Capital</i>. Subsequent Marxist scholarship sometimes follows suit, although ironically at times does exactly the opposite, defining exploitation in far too narrow and rigid terms. This is sometimes spun into a rigid reading where value can only be created through wage work in production sectors organized along industrial lines.</p><p>As Stuart Hall insists, however, it is much more useful to read Marx's emphasis on ‘free’ labour as ‘laws of tendency (and countertendency) rather than as <i>a priori</i> laws of necessity’ (Hall, <span>1980</span>: 331). A full picture of capitalist exploitation would, at the very least, have to incorporate a diverse range of unfree modes of labour exploitation, as well as peasant and informal modes of production based on the continued nominal ownership of direct producers of the means of production. In short, there are myriad and often contradictory ways in which ‘<i>capitalist</i> relations of production (the accumulation and competition of capitals) can be structured in terms of the actual exploitation of labour’ (Banaji, <span>2011</span>: 41; see also Hall, <span>1980</span>; Mezzadri, <span>2021</span>). Feminist scholars have long and rightly insisted that ostensibly productive labour depends at all points on heavily gendered, often unpaid and uncounted reproductive labour (see Mies, <span>2014</span>; Rai et al., <span>2014</span>). As Mezzadri (<span>2021</span>: 1194) argues, a recognition of the multiplicity of capitalist exploitation ‘allows us to recuperate … a broader capitalist history of the wageless across the colonial and postcolonial world, where petty commodity production, non-wage and disguised-wage labour, including forms of slave, indentured, unfree and bonded labour are the norm’.</p><p>Nor does exploitation under capitalism take place directly through labour alone. According to Marx, rents, interest payments and the like represent ‘a secondary exploitation, which proceeds alongside the original exploitation that takes place directly within the production process itself’ (<span>Marx, 1894/1991</span>: 745; see also Bernards and Soederberg, <span>2021</span>; Harvey, <span>2006</span>: 42; <span>2012</span>: 29; Soederberg, <span>2014</span>: 4). Extractive relations of indebtedness directly share a dynamic and recursive relationship with the exploitation of labour. ‘Usury’, Marx (ibid.) notes, ‘is a powerful lever in forming the preconditions for industrial capital’ in that it enables the formation of an ‘autonomous monetary wealth’ and, more importantly, in that it ‘appropriates the conditions of labour, by ruining the owners of the old conditions of labour’. The point is that a Marxist lens broadly applied requires investigation of the concrete historical relations through which poverty and wealth are co-created through the intersection of multiple, dynamic and overlapping modes of exploitation.</p><p>Centring the myriad relations of exploitation through which wealth and poverty are co-produced in this sense offers us a means of highlighting the links between global circuits of capital accumulation and the localized experiences of deprivation emphasized by the MPI. Ben Selwyn (<span>2014, 2019</span>) in particular has made similar arguments about the role of labour and global value chains in development. Against perspectives that frame employment at the fringes of global value chains as, in Jeffrey Sachs’ words, ‘the first rung on the ladder out of extreme poverty’ (Sachs, <span>2005</span>: 11, cited in Selwyn, <span>2019</span>: 74), Selwyn argues that poor pay and working conditions inherent in these settings in fact <i>create</i> new forms of poverty. For the mostly women rural–urban migrants disproportionately engaged in light manufacturing activities, increased incomes in monetary terms are accompanied by the intensification of work and the rising cost of items required for survival. For Selwyn, when we focus on the relations of exploitation accompanying the diffusion of global value chains, these types of employment start looking less like a ‘first rung on the ladder’ and more like incorporation into ‘global poverty chains’ (Selwyn, <span>2019</span>: 72).</p><p>It is also worth noting that the MPI fails to directly consider work and labour questions — the type of work people do, the duration and intensity of the work, where they work, how they get there, which infrastructure and equipment they use, under which terms of employment — an omission that in fact has profound implications for many of the measures of poverty included in the MPI (e.g. health, housing access or education). For instance, Brickell et al. (<span>2023</span>) demonstrate how in Cambodia's garment sector, the loss of earnings due to layoffs stemming from the pandemic-era cancellation of orders from major global retailers and increasing debts, coupled with the withdrawal of state support and the offloading of responsibility for social reproductive work onto households, have culminated in a crisis of hunger. (Although, to be fair, the authors of the MPI do acknowledge the absence of labour alongside physical insecurity and health within the household as a problem and argue for the inclusion of new question modules on work — see p. 24). To some extent, measures of poverty like the MPI might well capture some elements of renewed or transformed relations of poverty insofar as they manifest as restricted access to housing, water or food. But at the same time, they cannot capture relations of ‘depletion’ (see Gunawardana, <span>2016</span>; <span>Rai et al., 2014</span>) that often accompany the intensification of work, particularly where this occurs alongside the continuation of social reproductive labour.</p><p>In this respect, the tendency of the MPI measurements and corresponding narratives to move between the individual and household level is significant. Most of the indicators used in the MPI are household-level measures, but the poverty headcount and basic conception of poverty are very much individual-level measures. This is on one level simply a result of data availability — the underlying surveys are household surveys — but it nonetheless obscures important dynamics of exploitation, depletion and impoverishment. It is not just that access and deprivation are often very unevenly distributed within households (although this is true). More importantly, household relations structure relations of exploitation in ‘productive’ sectors. For example, Baglioni (<span>2021</span>), in relation to the margins of horticultural supply chains in Senegal, shows how gendered household relations can play a significant role in making women available for exploitation as cheap labour in packhouses and on farms.</p><p>Equally, paying attention to the relations of exploitation can contribute to a more substantive understanding of responses to poverty. It is perhaps one thing to know that a lack of access to electricity, sanitation and adequate housing tend to be aligned and should be the focus of interventions, but it is quite another to consider <i>how</i> access to these services could or should be improved. As is hopefully clear from the discussion above, the MPI is relatively agnostic about whether and how people access goods that make up their ‘standard of living’. A view of processes of secondary exploitation alongside exploitation through work is especially apposite given the particular debt-fuelled interventions that have been favoured as responses to some of the key deprivations highlighted in the MPI in recent years.12</p><p>To give one example, an increasingly common response to difficulty accessing electricity, particularly but not exclusively in rural areas, has been to promote the adoption of pay-as-you-go (PAYGO), off-grid solar photovoltaic (SPV) systems (see Quinteros and Bernards, <span>2023</span>). These systems can and do directly address at least one of the deprivations (a lack of electricity) that counts towards the MPI. They might potentially also address other deprivations indirectly; for example, enabling the replacement of solid cooking fuels with an electric stove or the use of some of the consumer goods included in the measure of assets. Yet, they do so in a way that is highly contingent. Baker (<span>2023</span>) notes that PAYGO SPV systems have the effect of converting rural energy use into a set of financial assets ultimately grounded in new forms of consumer indebtedness. One of the results of this has been that energy is accessed only at a significant cost. Energy access through relations of indebtedness is also uneven and sporadic. Cross and Neumark (<span>2022</span>) show how PAYGO SPV systems in East Africa constitute an adverse ‘infrastructure of inclusion’ in which final users are governed by new circles of data, capital and debt. Thus, PAYGO business models do play a role in connecting people to electricity, but they also set the grounds for disconnecting those defaulting on agreed payments insofar as they rest on digital infrastructures that can remotely lock out or shut down systems. The possibility of remote disconnection is significant for users and businesses alike given high rates of default, on the one hand, and the notable material and social costs associated with repossessing SPV systems, on the other.</p><p>We might also note that the wider matrix of exploitations within which impoverished livelihoods are entangled often make a significant difference to the outcomes of anti-poverty interventions. For instance, improvements in access to water and sanitation that do not pay sufficient attention to localized patterns of property relations, exploitation and accumulation can have adverse effects. Likewise, slum upgrading programmes have a long-noted tendency to proceed on the (mistaken) assumption that everyone owns the home they live in (de facto if not de jure). In practice, many people in informal settlements are tenants, and upgrades to infrastructure can push poorer tenants out of their rented homes if these enable landlords to command higher rents (see Desai and Loftus, <span>2012</span>).</p><p>The overarching point is that, absent a serious consideration of how to go about doing so, there is a risk that interventions targeting particular deprivations or clusters will wind up reinscribing them in a new form or indirectly intensifying pressures of indebtedness that have a bearing on other types of deprivation. Again, a relational perspective showing how processes of exploitation are connected to processes of capital accumulation is vital. Of significance here is that underlying the recourse to debt relations as mechanisms for widening access to basic services in the first place is arguably the radically uneven distribution of resources in the global political economy. The turn to various self-help or debt-based poverty alleviation interventions, and the wider ‘private turn’ in development financing in recent decades, has often expressly been justified in terms of the co-existence of restrictive fiscal constraints faced by peripheral states and deep pools of capital in global financial markets (see Bernards <span>2022, 2023</span>).</p><p>Whether global poverty is rising or falling in any aggregate sense likely cannot be adequately determined and is arguably of less value than often assumed in terms of understanding how to address poverty. Aiming to understand the variegated shape that poverty assumes and the social relations that drive it, as well as the form that meaningful responses to poverty might take, could be a more helpful place to start. The MPI and other such indices no doubt are broadly useful in informing such understandings, but in their current form often serve to obscure more than they reveal.</p>\",\"PeriodicalId\":48194,\"journal\":{\"name\":\"Development and Change\",\"volume\":\"54 5\",\"pages\":\"1374-1395\"},\"PeriodicalIF\":3.0000,\"publicationDate\":\"2023-09-10\",\"publicationTypes\":\"Journal Article\",\"fieldsOfStudy\":null,\"isOpenAccess\":false,\"openAccessPdf\":\"https://onlinelibrary.wiley.com/doi/epdf/10.1111/dech.12788\",\"citationCount\":\"0\",\"resultStr\":null,\"platform\":\"Semanticscholar\",\"paperid\":null,\"PeriodicalName\":\"Development and Change\",\"FirstCategoryId\":\"90\",\"ListUrlMain\":\"https://onlinelibrary.wiley.com/doi/10.1111/dech.12788\",\"RegionNum\":2,\"RegionCategory\":\"社会学\",\"ArticlePicture\":[],\"TitleCN\":null,\"AbstractTextCN\":null,\"PMCID\":null,\"EPubDate\":\"\",\"PubModel\":\"\",\"JCR\":\"Q1\",\"JCRName\":\"DEVELOPMENT STUDIES\",\"Score\":null,\"Total\":0}","platform":"Semanticscholar","paperid":null,"PeriodicalName":"Development and Change","FirstCategoryId":"90","ListUrlMain":"https://onlinelibrary.wiley.com/doi/10.1111/dech.12788","RegionNum":2,"RegionCategory":"社会学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":null,"EPubDate":"","PubModel":"","JCR":"Q1","JCRName":"DEVELOPMENT STUDIES","Score":null,"Total":0}
引用次数: 0

摘要

OPHI和联合国开发计划署,《2022年全球多维贫困指数:解开剥夺捆绑,减少多维贫困》。牛津和纽约:牛津贫困与人类发展倡议和联合国开发计划署,2022年。39页https://ophi.org.uk/global-mpi-report-2022/没有什么问题比世界上贫困人口的数量以及这个数字是在上升还是在下降更令人担忧或更重要的了。近年来,不乏知名的自由主义理论家乐于宣称,全球资本主义已成功地将全球贫困率从19世纪初的90%左右降至如今的10%至15%左右。近年来,史蒂文·平克(Steven Pinker)在其2018年的畅销书《当下的启蒙》(Enlightenment Now)中提出了这一观点,这可能是最著名的。平克关于贫困的数据和主张在很大程度上借鉴了经济学家马丁•拉瓦里(Martin Ravallion)的著作1,尽管他明显摒弃了后者的警告和方法论上的谨慎,倾向于修饰一种目的论叙事,即不可阻挡的合理化、启蒙和进步。这种说法呼应了对新自由主义资本主义对抗贫困能力的长期乐观解读2,并且绝大多数是基于极端贫困的收入门槛衡量标准,这种标准最初是Ravallion及其同事在20世纪80年代末和90年代初帮助开发和推广的(Ravallion等人,1991)。这种衡量贫困的方法长期以来一直受到争议(见Wade, 2004)。例如,迪伦·沙利文(Dylan Sullivan)和杰森·希克尔(Jason Hickel)(2023)最近根据对实际工资的估计、身高和死亡率的数据等其他贫困指标提出,资本主义的兴起实际上加剧了全球极端贫困。对全球贫困水平和轨迹的不同评估之所以成为可能,部分原因是衡量贫困是一件棘手的事情。分析师必须处理零碎的数据,以及棘手的方法和测量问题,这些问题最终被嫁接到有关贫困究竟意味着什么的根本性有争议的规范和政治问题之上(见Fischer, 2018)。收入门槛是否是理解和计算贫困的适当或有意义的方式,特别是在世界历史范围内,首先是一个规范性问题,尽管它经常伪装成一个技术问题。然而,在较低的汇总水平上,贫困措施也同样受到争议。它们始终既是政治争论的对象,也是治国之道的工具。例如,卡塔琳娜·伦纳(Katharina Lenner)展示了约旦有争议的贫困措施的构建如何同时使国家理解贫困,同时也“掩盖了日益恶化的社会经济状况,并将对这种情况的责任从政府办公室转移开”(伦纳,2023:2)。贫困的政治是无法逃避的,衡量贫困也不是一种无辜的行为。就这一点而言,任何其他衡量行为(见Christophers, 2013;Hansen and Porter, 2012;Mugge, 2022)。在此背景下,本次评估的主题是《2022年全球多维贫困指数:解开剥夺捆绑以减少多维贫困》(以下简称《MPIR 2022》或《报告》),这是关于多维贫困指数(MPI)的最新报告。基于牛津贫困与人类发展研究所(OPHI)的Sabina Alkire及其同事的早期工作,MPI于2010年作为人类发展报告(HDR)关于人类发展指数(HDI)的附件推出,人类发展指数由联合国开发计划署(UNDP)每年发布。2014年和2018年对MPI进行了重大修订,以使其与可持续发展目标保持一致,自2018年以来,MPI已作为年度主题报告发布。MPI背后的基本指导思想是,贫困是多维的- -即贫困包括多种单独但相互关联的剥夺- -因此,需要以一种考虑到不能归结为收入的广泛范围的剥夺的方式来衡量。相应地,MPI不是以收入衡量为基础,而是根据一系列指标对贫困进行分类,这些指标包括缺乏足够的保健、营养、教育,以及缺乏获得住房、水、卫生设施等的机会,后者统称为"生活水平"。当然,教育、住房或食物方面的匮乏往往与收入相关,也与彼此相关,但远非完美,而且以收入衡量标准无法有效捕捉的方式。《MPIR 2022》是根据这些多种形式的贫困的综合指数来估计全球贫困人数的,尽管作者经常努力强调,它是对世界银行基于收入的贫困估计的补充,而不是替代。 OPHI和联合国开发计划署,《2022年全球多维贫困指数:解开剥夺捆绑,减少多维贫困》。牛津和纽约:牛津贫困与人类发展倡议和联合国开发计划署,2022年。39页https://ophi.org.uk/global-mpi-report-2022/Few比起世界上贫困人口的数量,以及这个数字是在上升还是在下降,这些问题更令人担忧,也更重要。近年来,不乏知名的自由主义理论家乐于宣称,全球资本主义已成功地将全球贫困率从19世纪初的90%左右降至如今的10%至15%左右。近年来,史蒂文·平克(Steven Pinker)在其2018年的畅销书《当下的启蒙》(Enlightenment Now)中提出了这一观点,这可能是最著名的。平克关于贫困的数据和主张在很大程度上借鉴了经济学家马丁•拉瓦里(Martin Ravallion)的著作1,尽管他明显摒弃了后者的警告和方法论上的谨慎,倾向于修饰一种目的论叙事,即不可阻挡的合理化、启蒙和进步。这种说法呼应了对新自由主义资本主义对抗贫困能力的长期乐观解读2,并且绝大多数是基于极端贫困的收入门槛衡量标准,这种标准最初是Ravallion及其同事在20世纪80年代末和90年代初帮助开发和推广的(Ravallion等人,1991)。这种衡量贫困的方法长期以来一直受到争议(见Wade, 2004)。例如,迪伦·沙利文(Dylan Sullivan)和杰森·希克尔(Jason Hickel)(2023)最近根据对实际工资的估计、身高和死亡率的数据等其他贫困指标提出,资本主义的兴起实际上加剧了全球极端贫困。对全球贫困水平和轨迹的不同评估之所以成为可能,部分原因是衡量贫困是一件棘手的事情。分析师必须处理零碎的数据,以及棘手的方法和测量问题,这些问题最终被嫁接到有关贫困究竟意味着什么的根本性有争议的规范和政治问题之上(见Fischer, 2018)。收入门槛是否是理解和计算贫困的适当或有意义的方式,特别是在世界历史范围内,首先是一个规范性问题,尽管它经常伪装成一个技术问题。然而,在较低的汇总水平上,贫困措施也同样受到争议。它们始终既是政治争论的对象,也是治国之道的工具。例如,卡塔琳娜·伦纳(Katharina Lenner)展示了约旦有争议的贫困措施的构建如何同时使国家理解贫困,同时也“掩盖了日益恶化的社会经济状况,并将对这种情况的责任从政府办公室转移开”(伦纳,2023:2)。贫困的政治是无法逃避的,衡量贫困也不是一种无辜的行为。就这一点而言,任何其他衡量行为(见Christophers, 2013;Hansen and Porter, 2012;Mugge, 2022)。在此背景下,本次评估的主题是《2022年全球多维贫困指数:解开剥夺捆绑以减少多维贫困》(以下简称《MPIR 2022》或《报告》),这是关于多维贫困指数(MPI)的最新报告。基于牛津贫困与人类发展研究所(OPHI)的Sabina Alkire及其同事的早期工作,MPI于2010年作为人类发展报告(HDR)关于人类发展指数(HDI)的附件推出,人类发展指数由联合国开发计划署(UNDP)每年发布。2014年和2018年对MPI进行了重大修订,以使其与可持续发展目标保持一致,自2018年以来,MPI已作为年度主题报告发布。MPI背后的基本指导思想是,贫困是多维的- -即贫困包括多种单独但相互关联的剥夺- -因此,需要以一种考虑到不能归结为收入的广泛范围的剥夺的方式来衡量。相应地,MPI不是以收入衡量为基础,而是根据一系列指标对贫困进行分类,这些指标包括缺乏足够的保健、营养、教育,以及缺乏获得住房、水、卫生设施等的机会,后者统称为"生活水平"。当然,教育、住房或食物方面的匮乏往往与收入相关,也与彼此相关,但远非完美,而且以收入衡量标准无法有效捕捉的方式。《MPIR 2022》是根据这些多种形式的贫困的综合指数来估计全球贫困人数的,尽管作者经常努力强调,它是对世界银行基于收入的贫困估计的补充,而不是替代。 更重要的是,家庭关系构建了“生产”部门的剥削关系。例如,Baglioni(2021)关于塞内加尔园艺供应链边缘的研究表明,性别家庭关系如何在使妇女作为廉价劳动力在包装厂和农场中被剥削方面发挥重要作用。同样,注意剥削的关系可以有助于更实质性地了解对贫穷的反应。也许知道缺乏电力、卫生设施和适当住房往往是一致的,应该成为干预措施的重点是一回事,但考虑如何能够或应该改善获得这些服务的机会是完全另一回事。希望从上面的讨论中可以清楚地看出,MPI对于人们是否以及如何获得构成他们“生活水平”的商品是相对不可知论的。考虑到近年来MPI强调的一些主要的剥夺措施受到了特别的债务推动的干预措施的青睐,将二次开发过程与通过工作进行的开发过程结合起来的观点尤其恰当。12举个例子,对于难以获得电力,特别是但不限于农村地区,越来越普遍的应对措施是促进采用现收现付(PAYGO),离网太阳能光伏(SPV)系统(见Quinteros和Bernards, 2023)。这些系统可以并且确实直接解决MPI中至少一种匮乏(缺乏电力)。它们也可能间接解决其他剥夺问题;例如,能够用电炉代替固体烹饪燃料或使用资产计量中包括的一些消费品。然而,他们这样做的方式是高度偶然的。Baker(2023)指出,现收现付的特殊目的公司制度具有将农村能源使用转化为一组最终以新形式的消费者债务为基础的金融资产的效果。这样做的结果之一是,获取能源需要付出高昂的代价。通过负债关系获得能源也是不平衡和零星的。Cross和Neumark(2022)展示了东非的PAYGO SPV系统如何构成不利的“包容性基础设施”,其中最终用户受到新的数据、资本和债务圈子的支配。因此,PAYGO商业模式确实在将人们与电力联系起来方面发挥了作用,但它们也为那些拖欠约定付款的人断绝联系奠定了基础,因为他们依赖于可以远程锁定或关闭系统的数字基础设施。一方面,考虑到高违约率,以及与重新拥有SPV系统相关的显著物质和社会成本,远程断开连接的可能性对用户和企业都很重要。我们还可以注意到,与贫困生计纠缠在一起的更广泛的剥削矩阵往往对反贫困干预措施的结果产生重大影响。例如,在改善获得水和卫生设施方面,如果不充分注意财产关系、剥削和积累的地方性模式,就会产生不利影响。同样,贫民窟改造项目也有一个长期存在的趋势,即在(错误的)假设下进行,即每个人都拥有自己居住的房屋(事实上,如果不是法律上的)。实际上,非正规定居点的许多人都是租户,如果基础设施的升级使房东能够收取更高的租金,就可以将较贫穷的租户赶出他们的出租房屋(见Desai和Loftus, 2012)。最重要的一点是,如果不认真考虑如何这样做,就有一种风险,即针对特定的剥夺或群体的干预措施最终将以一种新的形式重新列入它们,或间接加剧对其他类型的剥夺产生影响的负债压力。再一次,一个关系的观点表明剥削过程是如何与资本积累过程联系在一起的是至关重要的。这里具有重要意义的是,首先求助于债务关系作为扩大获得基本服务的机制,其基础可以说是全球政治经济中资源分配的根本不平衡。最近几十年来,转向各种自助或以债务为基础的扶贫干预措施,以及发展融资中更广泛的“私人转向”,往往被明确地证明是合理的,因为外围国家面临的限制性财政约束和全球金融市场上的深层资本池并存(见Bernards 2022, 2023)。全球贫困在总体上是上升还是下降,可能无法充分确定,而且在了解如何解决贫困问题方面,其价值可能不如通常假设的那样高。 以理解贫困的各种形态和驱动贫困的社会关系为目标,以及对贫困可能采取的有意义的回应形式,可能是一个更有帮助的起点。毫无疑问,MPI和其他类似的指数在为这些理解提供信息方面广泛有用,但它们目前的形式往往掩盖了比它们揭示的更多的东西。 除了更新指数和人数外,MPIR 2022还有两个具体贡献:它提供了COVID-19大流行对“多维”全球贫困影响的估计,并根据MPI数据对“剥夺包”进行了分析。“剥夺捆绑”指的是不同形式的剥夺倾向于共同发生的方式,因此分析可以突出个人或家庭经常一起经历的共同的一对或三联剥夺,无论是在全球范围内还是在特定环境中。总体而言,MPI,特别是2022年MPIR,值得仔细研究,因为在重要方面,MPI说明了全球发展辩论和话语中更广泛的贫困框架。虽然这是一项前沿工作,也是最近衡量和治理贫困的最深思熟虑的努力之一,但它仍然是更广泛的全球贫困政治的一部分。考虑多种相互关联的贫困类型,并不能从更普遍地衡量贫困的棘手政治中解脱出来。当然,MPI的设计者自己也知道这一点——值得肯定的是,他们经常明确和反思关于如何“计算”贫困的选择的不可避免的规范性,尽管这往往仍然局限于考虑什么是“贫困”的伦理(见Alkire和Kanagaratnam, 2021)。正是在这一领域,我想在本次评估中与MPIR 2022合作,询问通过衡量多维贫困,在规范和最重要的政治上实现了什么。我希望在本文中提出的主要观察是,MPI以及世界银行多维贫困衡量(MPM)等模仿指数所构想的贫困是多维的,但不是相关的。该指数及其构建探索了不同形式的贫困的交叉点,但几乎从定义上讲,它们隐藏在视野之外,借用伯恩斯坦的有用短语,“产生财富和贫困的机制是(资本主义)发展的同一枚硬币的两面”(伯恩斯坦,1992:24;另见Selwyn, 2014)。从这个意义上说,MPI和类似的测量不可避免地成为一种恋物癖。它们展示了多种形式的剥夺是如何相互作用的,并为剥夺的深度和严重程度附加了一个复杂的定量指标。然而,一直以来,他们(有意或无意地)掩盖了这些不同形式的贫困背后的社会关系和历史。通过观察该指数,我们可以详细了解有多少人处于贫困状态,在哪里以及以何种方式处于贫困状态,但却不知道他们是如何以及为何变得贫困并保持贫困状态的,也不知道这种贫困过程如何与其他地方的财富和资本积累联系在一起。为此,我在本文的后部分提出,我们需要将贫困概念化为剥削的结果——这是一套复杂的社会关系,通过这些关系,价值从自然和劳动中被占用,并作为财富或资本积累起来。当涉及到最重要的问题:该做什么时,这一点最终至关重要?(向列宁道歉....)MPI没有附带明确的政治理论,但它当然有一个。如果我们从字里行间就很容易看出这是什么。MPI将自己呈现为一幅贫困图景的精细地图,明确地为制定更精细、尤其是更有针对性的政策措施服务。如下图所示,MPI隐含地表明,相对于普遍或再分配措施,更倾向于针对“最贫困人口”的经经济状况调查的干预措施。这是一个很大程度上没有考虑到将贫困过程与资本积累联系起来的社会关系的版本,这可能会引发比报告热衷于参与的更具政治挑战性的问题。无论有意与否,通过这种方式,MPIR 2022将贫困去政治化,并最终将其自然化,将其从财富和资本积累的问题中分离出来,并将其解决方案呈现为一个渐进的、有针对性的技术干预问题。最终,我认为,为了绕过这种分析所造成的一些政治和实践盲点,我们需要一种方法来衡量贫困,这种方法以剥削关系作为贫困的原因为中心。本文的其余部分将分三个部分展开这些论点。下面的第一部分描述了在更广泛的贫困政治背景下MPI的背景,特别是自世纪之交以来,然后讨论了指数本身。第二部分讨论了MPIR 2022,展示了“剥夺捆绑”的概念如何在其核心上反映和放大了MPI中隐含的更普遍的非政治化倾向,以及它如何放大了针对贫困的有针对性而不是普遍主义方法的隐含倾向。 除了更新指数和人数外,MPIR 2022还有两个具体贡献:它提供了COVID-19大流行对“多维”全球贫困影响的估计,并根据MPI数据对“剥夺包”进行了分析。“剥夺捆绑”指的是不同形式的剥夺倾向于共同发生的方式,因此分析可以突出个人或家庭经常一起经历的共同的一对或三联剥夺,无论是在全球范围内还是在特定环境中。总体而言,MPI,特别是2022年MPIR,值得仔细研究,因为在重要方面,MPI说明了全球发展辩论和话语中更广泛的贫困框架。虽然这是一项前沿工作,也是最近衡量和治理贫困的最深思熟虑的努力之一,但它仍然是更广泛的全球贫困政治的一部分。考虑多种相互关联的贫困类型,并不能从更普遍地衡量贫困的棘手政治中解脱出来。当然,MPI的设计者自己也知道这一点——值得肯定的是,他们经常明确和反思关于如何“计算”贫困的选择的不可避免的规范性,尽管这往往仍然局限于考虑什么是“贫困”的伦理(见Alkire和Kanagaratnam, 2021)。正是在这一领域,我想在本次评估中与MPIR 2022合作,询问通过衡量多维贫困,在规范和最重要的政治上实现了什么。我希望在本文中提出的主要观察是,MPI以及世界银行多维贫困衡量(MPM)等模仿指数所构想的贫困是多维的,但不是相关的。该指数及其构建探索了不同形式的贫困的交叉点,但几乎从定义上讲,它们隐藏在视野之外,借用伯恩斯坦的有用短语,“产生财富和贫困的机制是(资本主义)发展的同一枚硬币的两面”(伯恩斯坦,1992:24;另见Selwyn, 2014)。从这个意义上说,MPI和类似的测量不可避免地成为一种恋物癖。它们展示了多种形式的剥夺是如何相互作用的,并为剥夺的深度和严重程度附加了一个复杂的定量指标。然而,一直以来,他们(有意或无意地)掩盖了这些不同形式的贫困背后的社会关系和历史。通过观察该指数,我们可以详细了解有多少人处于贫困状态,在哪里以及以何种方式处于贫困状态,但却不知道他们是如何以及为何变得贫困并保持贫困状态的,也不知道这种贫困过程如何与其他地方的财富和资本积累联系在一起。为此,我在本文的后部分提出,我们需要将贫困概念化为剥削的结果——这是一套复杂的社会关系,通过这些关系,价值从自然和劳动中被占用,并作为财富或资本积累起来。当涉及到最重要的问题:该做什么时,这一点最终至关重要?(向列宁道歉....)MPI没有附带明确的政治理论,但它当然有一个。如果我们从字里行间就很容易看出这是什么。MPI将自己呈现为一幅贫困图景的精细地图,明确地为制定更精细、尤其是更有针对性的政策措施服务。如下图所示,MPI隐含地表明,相对于普遍或再分配措施,更倾向于针对“最贫困人口”的经经济状况调查的干预措施。这是一个很大程度上没有考虑到将贫困过程与资本积累联系起来的社会关系的版本,这可能会引发比报告热衷于参与的更具政治挑战性的问题。无论有意与否,通过这种方式,MPIR 2022将贫困去政治化,并最终将其自然化,将其从财富和资本积累的问题中分离出来,并将其解决方案呈现为一个渐进的、有针对性的技术干预问题。最终,我认为,为了绕过这种分析所造成的一些政治和实践盲点,我们需要一种方法来衡量贫困,这种方法以剥削关系作为贫困的原因为中心。本文的其余部分将分三个部分展开这些论点。下面的第一部分描述了在更广泛的贫困政治背景下MPI的背景,特别是自世纪之交以来,然后讨论了指数本身。第二部分讨论了MPIR 2022,展示了“剥夺捆绑”的概念如何在其核心上反映和放大了MPI中隐含的更普遍的非政治化倾向,以及它如何放大了针对贫困的有针对性而不是普遍主义方法的隐含倾向。 最后一节认为,贫困必须以一种通过剥削关系来解释其出现和维持的方式来概念化。这将有助于超越目前以症状为重点的方法来解释贫穷的原因,并有助于在这一过程中将贫穷重新政治化。从重要的方面来说,MPI是一种特殊形式的全球贫困政治的产物,这种政治出现于20世纪60年代,现在仍然存在。接下来对索引的概述必然会有些简短和笼统,但仍然有价值,可以帮助读者在构建索引的过程中掌握更广泛的政治因素。正如学者们最近所争论的那样,新自由主义的“反革命”在很大程度上是通过世界银行和其他国际组织在20世纪70年代所追求的“向贫困发起进攻”议程的失败而出现的(见Bernards, 2022;门德斯·佩雷拉,2020)。因此,在全球北方的核心经济体和全球南方的核心经济体中,贫困以前主要是在“社会福利”和“发展”的标题下考虑的,在世纪之交,一种复杂的、跨领域的关于贫困和减贫措施的“全球共识”迅速出现。Mkandawire(2005)正确地指出了减贫措施的相关转变,无论是在全球北方还是在全球南方,都从普遍的社会规划转向有针对性的、经过经济状况调查的福利。这也许是上述关于贫穷的协商一致意见的缩影。对于Peck(2011: 176)来说,这种共识伴随着“快速政策发展”的动态——旨在减轻贫困的各种有针对性的干预措施的日益迅速的推出、传播、失败和随之而来的适应。在本世纪头十年,有条件现金转移支付和小额信贷计划可能是最好的例子。到2023年,这些都将被更“现代”的干预措施所取代,包括数字化社会转移支付、生物识别系统和国家普惠金融框架,以及旨在提高地方“自给自足”的干预措施,如现收现付(PAYGO)离网太阳能发电项目,以及其他侧重于“弹性”的干预措施。例如,在促进对气候灾害的“恢复力”的幌子下重新推动农业现代化。这就是反贫困干预措施的随机对照试验(rct)激增的背景。到2000年代末,“随机主义者”已经相当成功地确立了自己在全球发展政治中有影响力的角色,随机对照试验被广泛视为评估发展干预措施的“黄金标准”。随机对照试验增加的原因在许多方面反映了全球贫困问题的更广泛的“快速政策”格局。发展中国家的预算受到严重限制,特别是在结构调整之后。再加上全球北方国家对援助预算的不断限制,这既推动了发展援助的“计划化”,又越来越依赖于经常资金短缺的非政府组织来管理项目。这为一种方法论取向提供了肥沃的土壤,这种取向承诺了成本效益(通过“严格”识别“有效”),并将“发展”行动设想为许多有针对性的、分散的、小规模的、可测试的干预措施(见bsamdsamacarratts等人,2019;多诺万,2018;Kvangraven, 2020;de Souza le<e:1>和Eyal, 2020)。随机对照试验热潮可被视为在国家和全球各级推动量化和确定贫困目标的更广泛努力的一部分。明确的全球追踪和衡量贫困的技术和目标相结合,在推动和维持围绕贫困的全球共识方面发挥了关键作用。1990年首次出版的《人类发展报告》反映了人类发展指数,可以说是这种向贫困量化转变的最前线(开发计划署,1990年)。在人类发展指数之后,越来越多的基准和衡量活动以全球贫困为中心。2000年启动的千年发展目标(mdg)和2015年继之而来的可持续发展目标的“目标设定”工作或许是最显著和最明显的例子。千年发展目标和可持续发展目标可能不需要在这里进一步阐述,但值得注意的是,长期以来,在千年发展目标和可持续发展目标中以及通过这些目标制定和衡量“极端贫困”和不平等的过程在几个层面上一直存在争议。许多学者,包括Fischer(2018)、Fukuda-Parr(2019)、Gabay和Ilcan(2017)以及Weber(2015),此前都指出了这些目标如何使贫困干预措施非政治化。MPI应该被理解为来自并形成这一景观的一部分。 最后一节认为,贫困必须以一种通过剥削关系来解释其出现和维持的方式来概念化。这将有助于超越目前以症状为重点的方法来解释贫穷的原因,并有助于在这一过程中将贫穷重新政治化。从重要的方面来说,MPI是一种特殊形式的全球贫困政治的产物,这种政治出现于20世纪60年代,现在仍然存在。接下来对索引的概述必然会有些简短和笼统,但仍然有价值,可以帮助读者在构建索引的过程中掌握更广泛的政治因素。正如学者们最近所争论的那样,新自由主义的“反革命”在很大程度上是通过世界银行和其他国际组织在20世纪70年代所追求的“向贫困发起进攻”议程的失败而出现的(见Bernards, 2022;门德斯·佩雷拉,2020)。[w]以一种甚至让最有经验的观察者(也许尤其是最有经验的观察者)都感到惊讶的速度,全球消除贫困被提升为世界各地政策制定者和塑造者的“超规范”地位,启动了围绕根深蒂固的贫困问题及其多维特征的跨国对话,不仅引发了对“有效思想”的国际探索,而且还引发了一种早期的、全球化的反贫困政策政治。(Peck, 2011: 166-67,重点在原作中)因此,在全球北方的核心经济体中,贫困主要是在“社会福利”和全球南方的“发展”的标题下考虑的,在世纪之交,一种复杂的、跨领域的关于贫困和减贫措施的“全球共识”迅速出现。Mkandawire(2005)正确地指出了减贫措施的相关转变,无论是在全球北方还是在全球南方,都从普遍的社会规划转向有针对性的、经过经济状况调查的福利。这也许是上述关于贫穷的协商一致意见的缩影。对于Peck(2011: 176)来说,这种共识伴随着“快速政策发展”的动态——旨在减轻贫困的各种有针对性的干预措施的日益迅速的推出、传播、失败和随之而来的适应。在本世纪头十年,有条件现金转移支付和小额信贷计划可能是最好的例子。到2023年,这些都将被更“现代”的干预措施所取代,包括数字化社会转移支付、生物识别系统和国家普惠金融框架,以及旨在提高地方“自给自足”的干预措施,如现收现付(PAYGO)离网太阳能发电项目,以及其他侧重于“弹性”的干预措施。例如,在促进对气候灾害的“恢复力”的幌子下重新推动农业现代化。这就是反贫困干预措施的随机对照试验(rct)激增的背景。到2000年代末,“随机主义者”已经相当成功地确立了自己在全球发展政治中有影响力的角色,随机对照试验被广泛视为评估发展干预措施的“黄金标准”。随机对照试验增加的原因在许多方面反映了全球贫困问题的更广泛的“快速政策”格局。发展中国家的预算受到严重限制,特别是在结构调整之后。再加上全球北方国家对援助预算的不断限制,这既推动了发展援助的“计划化”,又越来越依赖于经常资金短缺的非政府组织来管理项目。这为一种方法论取向提供了肥沃的土壤,这种取向承诺了成本效益(通过“严格”识别“有效”),并将“发展”行动设想为许多有针对性的、分散的、小规模的、可测试的干预措施(见bsamdsamacarratts等人,2019;多诺万,2018;Kvangraven, 2020;de Souza le<e:1>和Eyal, 2020)。随机对照试验热潮可被视为在国家和全球各级推动量化和确定贫困目标的更广泛努力的一部分。明确的全球追踪和衡量贫困的技术和目标相结合,在推动和维持围绕贫困的全球共识方面发挥了关键作用。1990年首次出版的《人类发展报告》反映了人类发展指数,可以说是这种向贫困量化转变的最前线(开发计划署,1990年)。在人类发展指数之后,越来越多的基准和衡量活动以全球贫困为中心。2000年启动的千年发展目标(mdg)和2015年继之而来的可持续发展目标的“目标设定”工作或许是最显著和最明显的例子。 千年发展目标和可持续发展目标可能不需要在这里进一步阐述,但值得注意的是,长期以来,在千年发展目标和可持续发展目标中以及通过这些目标制定和衡量“极端贫困”和不平等的过程在几个层面上一直存在争议。许多学者,包括Fischer(2018)、Fukuda-Parr(2019)、Gabay和Ilcan(2017)以及Weber(2015),此前都指出了这些目标如何使贫困干预措施非政治化。MPI应该被理解为来自并形成这一景观的一部分。MPI最初的表述深受Amartya Sen对基于收入的贫困衡量标准的批评的影响,当然还有人类发展指数。概述MPI的方法和基本原理的原始工作文件引用了Sen的令人回忆的评论,这是对hdr第一个十年的反思的一部分,即“[h]人类生活以各种不同的方式受到打击和减少,从这个角度来看,第一个任务是承认必须在一个总体框架内容纳非常不同种类的剥夺”(Sen, 2000: 18,引自Alkire和Santos, 2010:因此,MPI的设计是为了绘制出家庭层面上不同形式的贫困之间的重叠部分,从那里汇总到国家和全球的人口总数。这一努力从一开始就被视为更广泛的全球反贫困运动的一部分,反映在当时的千年发展目标和有针对性的贫困措施的设计中。该工作文件将MPI的独特价值描述如下:“提供与千年发展目标相关的贫困联合分布的信息——同时显示贫困的几个方面的强度和构成——我们试图探索如何更好地衡量可以支持加速减少多维贫困的努力”(Alkire和Santos, 2010:6)。这也许是值得强调,但是,尤其是在修订版本的论文,后来发表在世界发展,作者是热衷于坚持MPI最终也有类似的精神,曾经“一天一美元”措施的动机,它旨在评估贫困发展中国家的大小,和各国这样做最终依赖于公开“粗糙但方法论上一致”4措施(阿尔凯尔和桑托斯,2014:252)。MPI和相关的专题报告在许多方面都是了不起的成就。它们代表了大量工作的合并,这些工作主要由开发计划署和独立调查团协调。该指数的构建需要汇集和分析111个国家大规模住户调查的大量数据,其中包括美国国际开发署的人口与健康调查方案、儿童基金会的多指标类集调查和一系列国家活动的数据。尽管如此,它显然在内部继续,并反映了过去20年来对贫困的更广泛的政治共识。事实上,世界银行自己现在也发布了自己的MPM,并公开表示“从MPI中获得灵感和指导”,这并非巧合(Diaz-Bonilla et al., 2023: 2)MPI在2014年和2018年进行了小幅修订。在当前(2018年)版本中,贫困是根据10个指标计算的,这些指标分为三类。表1提供了当前指标及其定义的更详细分类。三项指标(健康、教育和生活水平)各占总指数的三分之一。"健康"和"教育"措施各包含两个子指标(各占总分的六分之一),而"生活水平"组成部分包含六个子指标(各占总分的十八分之一)。根据这些指标,如果一个人居住的家庭达到加权指数标准的33.3%或更多,他将被视为“多维贫困”(Alkire等人,2022年)贫困人数和严重程度的综合衡量标准从调查中推断到国家一级,然后用于作出全球估计。在有趋势数据的81个国家中,72个国家的MPI值在所分析的至少一个时期内显著降低。在这72个国家中,68个国家在此期间显著减少了5个或更多指标中的贫困人口,46个国家在8个或更多指标中减少了贫困人口。这些趋势是有希望的:许多国家已经在多个指标上减少了贫困。(MPIR 2022,第1页)简而言之,如果我们把贫困理解为包含多个维度,它就是一个更广泛、更复杂的现象。然而,在MPI中,贫困仍然被自然化和非历史化,被框定为一种永恒的祸害,英勇的发展干预措施正在逐渐削弱。 因此,城市化进程很可能导致MPI贫困人数的减少,而不一定会对生计或福祉产生有意义的改善。认为通过有针对性的干预措施可以减少mpi衡量的贫困的假设是没有根据的,而且在做重要的政治工作。另一方面,挫折的处理方式非常不同。报告估计,2019冠状病毒病大流行可能将全球消除贫困的进展推迟了“3-10年”。关于俄罗斯入侵乌克兰可能产生的影响,也有类似的简短暗示。“3-10年”的估计(将不可阻挡的进展作为默认值)是基于使用学校关闭数据的模拟得出的,并附带了一个重要警告,即构建MPI的大部分数据都是在大流行之前收集的。这种对大流行病影响的介绍很能说明问题——大流行病在这里是一种不可预见的冲击,破坏了减轻隐性自然贫困状态的“良好工作”。然而,“3-10年”的估计最终无法告诉我们,人们在大流行期间或战争的连锁反应中变得贫困的社会关系。它还将战争和疾病本身自然化、具体化和外化,模糊了全球资本主义如何对产生这些危机和构建相关成本的分配做出贡献(例如,参见Brenner和Ghosh, 2022;Sparke和Williams, 2022)。以饥饿为例,这与此特别相关,因为营养是MPI "健康"部分的指标之一。毫无疑问,我们正面临一场严重的全球粮食危机,这场危机在一定程度上是由疫情和俄罗斯对乌克兰的战争造成的供应链中断造成的。粮食及农业组织(粮农组织)的估计表明,食物不足的比例已从2019年的8.0%上升到2020年的9.3%和2021年的9.8%,相当于仅在2019 - 21年期间就新增了约1.5亿饥饿人口(粮农组织等人,2022:10)。随着新数据的出现,这一数字中的一部分无疑将直接增加MPI的贫困人数,或者将进一步加剧现有的12亿“多维贫困”中的一些人的贫困程度然而,虽然这场危机无疑是由个别事件引发的,但大流行病或战争的存在本身并不能解释易受此类冲击影响的情况各不相同,也不能向我们表明这些脆弱性如何与财富和资本积累密不可分。例如,Jennifer Clapp(2023)指出,将当前全球粮食危机与可比较的早期事件联系起来的一个关键特征,特别是1973/74年非洲萨赫勒地区干旱引发的饥荒,以及2007年至2012年全球金融危机期间的全球粮食危机,是对主要作物的集中控制存在相互关联的形式。在一个类似的论点中,Raj Patel(2022)指出,全球粮食系统的危机深深植根于少数公司对几种主要作物的控制。帕特尔认为,这种模式本身与殖民历史密切相关,在殖民历史中,当地的主食被一些通过洲际供应链组织起来的全球商品(尤其是小麦和大米)所取代。简而言之,全球主要粮食作物价格的螺旋式上升,在很大程度上是我们当前全球粮食体制的一个特征,而不是一个缺陷。这里的要点是,有点矛盾的是,MPI在不假设这些与收入有机械联系的情况下,将饥饿等各种剥夺直接纳入贫困指标的同时,也不利于认识到更广泛的历史上根深蒂固的权力和积累关系,而贫困必须置于和理解这种关系之中。从这个意义上说,这显然是20世纪90年代以来出现的全球贫困政策共识的重要组成部分,正如我之前详细介绍的那样。在这里,Peck(2011)更普遍的观点是,政策模型和专业知识的日益快速流通有效地使贫困关系非政治化,这似乎特别贴切。对佩克来说,这样的模型“果断地先发制人,否则就会出现各种各样的、围绕贫困的原因和治疗方法的地方特定辩论,通过流通预制的解决方案,以解除武装的、明显“中立的”、后意识形态形式的评估技术科学和最佳实践实用主义,进一步使决策过程非政治化”(同上:178)。 当然,MPI的承诺并不是放之四海而皆准的——关于MPI对政策的价值的主要主张恰恰是,它能够针对世界不同地区普遍存在的特定组合形式的剥夺,或“多维剥夺”,有针对性地进行贫困应对。这一主张可以通过最近一份关于“剥夺捆绑”的报告得到例证,我将在下一节中对此进行阐述。《2022年MPIR》的主要重点是所谓的“剥夺捆绑”,定义为“构成一个人的剥夺概况的全部或一部分的成对、三联或更大的相互关联的剥夺群体”(第6页)。例如,报告指出MPI的四个剥夺指标——营养不足、使用固体烹饪燃料和无法获得适当的住房和改善的卫生设施——典型地同时出现(见上文表1)。据估计,全球约3.9%的穷人,即约4550万人,绝大多数生活在印度、孟加拉国和巴基斯坦,遭受着这种特殊的贫困组合(第6页)。另外估计有3.289亿人,主要生活在撒哈拉以南非洲和南亚,除其他外,还遭受着这四种贫困。从某种程度上说,这是对一个主题——不同特定剥夺的共同发生——的一种更正式和更密集的方法,这个主题至少从2010年开始就存在于MPI的工作中。例如,在阿尔凯尔和桑托斯2010年的工作论文中,衡量家庭层面贫困的各个方面的指数正是因为能够识别经常同时出现的指标的离散集群而得到证明。该报告的作者指出,以这种方式确定集群“使我们能够确定不同的“类型”的贫困-在不同国家或群体中经常发生的贫困集群”(同上:8)。确定这种离散集群“因此有助于更好地了解贫困之间的相互联系,有助于确定贫困陷阱,从而可以加强实现千年发展目标所需的干预措施的组成和顺序”(同上)。这种转向对剥夺捆绑进行分析的举动,在某种程度上似乎是承认MPI作为一个综合指数的某些局限性。长期以来,MPI的批评者提出的主要方法论问题之一,恰恰是将综合指标汇编成单一指数的缺点。Ravallion(2011: 237)用汽车的比喻恰当地描述了这种困境:“想象一下,市场上出现了一辆新车,它把仪表盘上的所有刻度盘都分解成了一个综合指数,你应该根据它来决定该怎么做(减速还是加油)。”对剥夺包的强调似乎是对Ravallion的论点的一种让步,即为了设计政策的目的,“我们需要的不是汇总指数……而是其组成部分”(同上:240;另见Fischer, 2018: 114-17)。虽然这里的方法论问题很重要,但政治问题与当前的分析更相关,也许最终更重要。综合指数和分解指数的目的都是为了确保“有效”的减贫政策制定——甚至在上面引用的2010年工作文件的段落中提到使用MPI来“加强干预措施的组成和顺序”时也很明显。《2022年MPIR报告》也明确指出了同样的利害关系,指出“密切关注相互关联的贫困人口的剥夺,为如何通过解决其多个维度来解决多维贫困问题提供了宝贵的见解”(第1页)。报告指出,了解多重贫困是如何共存的,有助于设计“能够同时解决多重贫困问题的综合政策”(同上)。报告不可避免地对更具体的政策影响有些模糊,但这种“捆绑方法”的相关性最终被框定为反映和加强了对有针对性干预措施的潜在偏好,这是过去40年来发生的许多全球发展工作的典型特征(见Mkandawire, 2005)。正如Fischer(2018: 126)几年前指出的那样,“MPI已经越来越多地作为一种目标设备而不仅仅是一种评估工具”,那么MPIR 2022中对剥夺包的关注似乎完全接受了这一角色。报告从两个方面证明了绘制“剥夺捆绑图”的合理性。第一种方法可以被描述为确定贫困最突出的那些方面。 报告指出,了解多重贫困是如何共存的,就能够设计出“能够同时解决多重贫困问题的综合政策”(同上)。报告不可避免地对更具体的政策影响有些模糊,但这种“捆绑方法”的相关性最终被框定为反映和加强了对有针对性干预措施的潜在偏好,这是过去40年来发生的许多全球发展工作的典型特征(见Mkandawire, 2005)。正如Fischer(2018: 126)几年前指出的那样,“MPI已经越来越多地作为一种目标设备而不仅仅是一种评估工具来操作”,那么MPIR 2022中的剥夺束的重点是什么 回到上面讨论的“最常见的匮乏”(营养、烹饪燃料、卫生和住房匮乏)的例子,共同确定这些剥夺的重要性在于,“设计解决这一捆绑中的四种剥夺的政策将对贫困产生重大影响,使遭受这种剥夺的人摆脱贫困,并改善数百万与他人一起遭受这些剥夺的穷人的生活”(第6页)。此外,尽管寻求改善营养、卫生和住房的干预措施往往是分开进行的,认识到这些剥夺往往同时发生,表面上可以推动“多部门协调”(同上)。MPIR 2022作者探索这些捆绑疗法的另一个目的是确保干预措施更有效地针对不同地区。报告还考虑了双重剥夺和三重剥夺——对于任何给定的剥夺得分,它与其他剥夺或其他剥夺同时发生的频率。报告指出,不同类型的贫困发生率在不同地区差别很大。在全球范围内,大约41%的穷人同时被剥夺了获得电力、卫生设施和住房的机会——大致相同的比例同时被剥夺了足够的营养、住房和烹饪燃料。然而,前者影响到撒哈拉以南非洲66%的穷人,而南亚11%的穷人和欧洲和中亚0.2%的穷人,后者影响到南亚46.4%的穷人,撒哈拉以南非洲44.8%的穷人和欧洲和中亚很大一部分(20%)的穷人(第10页)。因此,节目编排可以根据特定地区最普遍的贫困状况进行调整。同样,确定剥夺捆绑可以帮助决策者瞄准最严重的贫困群体,因为“不让任何人掉队意味着关注剥夺得分最高的人”(第10页)。在这里,报告特别指出,根据该指数所包含的所有10项剥夺措施,估计有410万人被列为贫困人口,其中380万人生活在撒哈拉以南非洲。其余大多数人,即约21万名“最贫困”人口,来自苏丹,该报告将苏丹列为阿拉伯国家。严重的问题是,像MPI这样的指数本身能够或应该作为目标工具发挥多大的作用。作为一种确定干预措施优先次序的机制,它是孤立的和递归的——根据定义,它只能将那些已被选定纳入指数的干预领域确定为优先领域。作为一种经济状况调查或目标干预的机制,它同样是有限的。贫困的代理措施通常不能有意义地识别有需要的人- Kidd等人(2017:1)指出,与“彩票”的比较将是对代理措施在针对干预措施方面的“有效性的合理评估”。只关注少数资产很容易导致忽视家庭收入和生计随时间的变化,或者忽视无法衡量的更为重要的资产(如土地和牲畜)。基德等人(同上)进一步坚持认为,它们实际上是配给援助的工具,而不是确定“最需要的”。MPI不可能作为个人或家庭层面的经济状况调查机制发挥作用,因为它是基于每隔几年对样本人口进行一次匿名调查。相反,它承诺根据具体的“贫困概况”或高度集中的总体贫困情况,对整个国家或地区进行低分辨率的地理定位。即使将普遍主义与有针对性的减贫方法这一更广泛的问题搁置一边,使用MPI之类的东西作为任何形式的目标机制的局限性仍然很明显。引人注意的是,MPI除了是一项非常高级别的优先排序和目标明确的工作外,几乎不能告诉我们实际的反贫困干预措施应该是什么样子。事实上,报告中呼吁采取的具体行动主要涉及改善数据收集,以便“决策者能够识别新出现的政策问题,为方案设计和政策选择提供信息,预测趋势,监测政策实施和评估方案影响”。《2022年MPIR》指出,“作为衡量和分析贫困的主要工具,多主题家庭调查的不合规阻碍了全球MPI的影响力和潜力”(第23页)。如果MPI不是在传播可变的减贫“模型”,它的政策不可知论却讽刺地创造了类似的政治动态。 它也非常赞同新自由主义发展方案所强调的有针对性和投射性的干预,而不包括普遍提供或再分配措施。该指数没有促进有关贫困原因和后果的有意义或有争议的讨论,而是具体规定了如何最有效地针对治标不治本的对策。同样,这里的重点并不是要争论MPIR 2022的作者能够或应该直接涉足这些领域——相反,我认为,无论是有意还是无意,从一开始就被演习的本质有效地排除在外的能力,在政治上具有重要意义。报告的重点在于描绘“贫困”本身,这导致它模糊或否定了一些重要的事情。它几乎没有提到财富,甚至没有提到不平等。事实上,缺乏此类讨论——以及实际上讨论的内容——说明了问题。这是一个粗略的衡量标准,但以MPIR 2022为例,报告在第一页只提到了一次“亿万富翁”,作者在第一页指出,我们有限的贫困数据与全球亿万富翁数量的丰富数据之间存在差异——“令人震惊的数据不平等”(第1页)。这一观点在报告后面的第29页重复了一遍。除此之外,该报告只在穷人之间的不平等的背景下看待“不平等”,以个人剥夺得分之间的差异计算。当然,这并不是说,MPIR 2022一定要关注亿万富翁或极端财富人群——考虑到该指数的运作方式,从方法上讲,这几乎没有意义。然而,值得注意的是,MPI的计算方式从一开始就有效地排除了这些问题。上面已经讨论了全球粮食制度如何共同产生企业权力集中和饥饿脆弱性的例子。贫困的关系概念化(例如,见Bernstein, 1992;Selwyn, 2014)需要尝试绘制出影响财富提取和积累的关系-特别是,在马克思(1867/1990:799)令人难忘的术语中,如何“在一极积累财富同时作为另一极的痛苦,劳动折磨,奴役,无知,野蛮和道德退化的积累”。在最后一节中,我认为,为了做到这一点,我们需要提出一种贫困政治,其核心是映射和面对作为贫困驱动因素的剥削的多重关系。剥削本身就是一个有争议的术语。在非马克思主义的用法中,这个术语通常用来指定强制性的、欺骗性的和/或非法的做法,从而将某些做法置于“正常”资本主义的范围之外。例如,2023年初,美国总统乔·拜登(Joe Biden)在Twitter上宣称,“没有竞争的资本主义不是资本主义。”这是剥削的厚虽然不是一个严格制定的概念探索,但拜登在行使垄断的基础上区分“资本主义”和“剥削”仍然是值得注意的。剥削往往被其他人视为虐待劳工和侵犯工人基本权利的同义词。在任何一种情况下,它都是从资本主义的“正常”运作中明显外化出来的。除了极少数例外(特别是Boucher, 2022),这个概念经常被松散地使用。相比之下,马克思主义对这个术语的使用在这里是有用的,因为它强调了资本积累和贫困关系共同产生的动态和多种方式。马克思(1867/ 1990,1894 /1991)本人承认,在《资本论》的三卷中,“剥削”一词使用得很少,甚至不一致。后来的马克思主义学术有时也会效仿,尽管具有讽刺意味的是,有时却恰恰相反,用过于狭隘和僵化的术语来定义剥削。这有时被曲解成一种僵化的解读,认为价值只能通过按工业路线组织的生产部门的工资工作来创造。然而,正如斯图尔特·霍尔(Stuart Hall)所坚持的那样,将马克思对“自由”劳动的强调解读为“趋势(和反趋势)法则,而不是先验的必然性法则”更为有用(霍尔,1980:331)。资本主义剥削的全貌至少必须包括各种不自由的劳动剥削模式,以及基于生产资料直接生产者名义所有权的农民和非正式生产模式。简而言之,“资本主义生产关系(资本的积累和竞争)可以根据对劳动力的实际剥削来构建”(Banaji, 2011: 41;参见Hall, 1980;Mezzadri, 2021)。 女权主义学者长期以来一直正确地坚持认为,表面上的生产劳动在任何时候都依赖于高度性别化的、通常是无偿的、未计算在内的生殖劳动(见密斯,2014;Rai et al., 2014)。正如Mezzadri(2021: 1194)所说,对资本主义剥削的多样性的承认“使我们能够恢复……在殖民和后殖民世界中,更广泛的无薪资本主义历史,在那里,小商品生产、无薪和伪装的工资劳动,包括各种形式的奴隶、契约、不自由和担保劳动是常态”。在资本主义制度下,剥削也不是仅仅通过劳动直接发生的。根据马克思的观点,地租、利息支付等代表着“一种二次剥削,它与直接发生在生产过程本身中的原始剥削同时进行”(马克思,1894/1991:745;另见Bernards and Soederberg, 2021;哈维,2006:42;2012: 29;Soederberg, 2014: 4).债务的榨取关系与对劳动的剥削直接分享一种动态的递归关系。马克思(同上)指出,“高利贷”“是形成产业资本先决条件的有力杠杆”,因为它使形成“自主的货币财富”成为可能,更重要的是,它“通过破坏旧劳动条件的所有者来占有劳动条件”。关键在于,广泛应用的马克思主义视角需要对具体的历史关系进行调查,通过这种关系,贫困和财富通过多种、动态和重叠的剥削模式的交集共同创造。从这个意义上讲,把财富和贫穷共同产生的无数剥削关系集中起来,为我们提供了一种手段,可以突出资本积累的全球循环与MPI所强调的局部剥夺经验之间的联系。Ben Selwyn(2014、2019)尤其就劳动力和全球价值链在发展中的作用提出了类似的论点。用杰弗里·萨克斯(Jeffrey Sachs)的话说,全球价值链边缘的就业是“摆脱极端贫困的第一梯级”(萨克斯,2005:11,塞尔温(Selwyn), 2019: 74),塞尔温认为,这些环境中固有的低工资和工作条件实际上创造了新的贫困形式。对绝大多数从事轻工制造业活动的农村-城市移徙妇女来说,货币收入的增加伴随着工作的加强和生存所需物品的成本上升。对于Selwyn来说,当我们关注与全球价值链扩散相伴随的剥削关系时,这些类型的就业开始看起来不像“阶梯上的第一级”,而更像是被纳入“全球贫困链”(Selwyn, 2019: 72)。同样值得注意的是,MPI没有直接考虑工作和劳工问题——人们从事的工作类型、工作的持续时间和强度、在哪里工作、如何工作、使用哪些基础设施和设备、在何种就业条件下工作——这一遗漏实际上对MPI所包含的许多贫穷衡量标准(例如卫生、住房获得或教育)产生了深远影响。例如,Brickell等人(2023)证明,在柬埔寨的服装行业,由于大流行时期全球主要零售商取消订单和债务增加而导致的裁员造成的收入损失,再加上国家支持的撤销和将社会再生产工作的责任转嫁给家庭,最终导致了饥饿危机。(不过,公平地说,MPI的作者确实承认缺乏劳动以及家庭内部的身体不安全和健康是一个问题,并主张列入关于工作的新问题模块——见第24页)。在某种程度上,像MPI这样的贫困指标可能很好地捕捉到更新或改变的贫困关系的一些因素,因为它们表现为限制获得住房、水或食物。但与此同时,它们无法捕捉到“枯竭”的关系(见Gunawardana, 2016;Rai et al., 2014),这通常伴随着工作的加剧,特别是在这种情况下,社会再生产劳动的继续。在这方面,MPI测量和相应的叙述在个人和家庭层面之间移动的趋势是显著的。MPI中使用的大多数指标都是家庭一级的措施,但贫困人口和贫困的基本概念在很大程度上是个人一级的措施。在一个层面上,这仅仅是数据可得性的结果- -基础调查是住户调查- -但它仍然模糊了剥削、枯竭和贫困的重要动态。这不仅仅是因为家庭内部的获取和剥夺往往非常不均匀(尽管这是事实)。
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From Multiple Deprivations to Exploitation: Politicizing the Multidimensional Poverty Index

OPHI and UNDP, Global Multidimensional Poverty Index 2022: Unpacking Deprivation Bundles to Reduce Multidimensional Poverty. Oxford and New York: Oxford Poverty and Human Development Initiative and United Nations Development Programme, 2022. 39 pp. https://ophi.org.uk/global-mpi-report-2022/

Few questions are more fraught, or more consequential, than the number of people in the world who are poor, and whether that number is rising or falling. There is no shortage of high-profile liberal ideologues who, in recent years, have been happy to claim that global capitalism has managed to drive down the global poverty rate from some 90 per cent at the turn of the 19th century to around 10–15 per cent today. This claim was made perhaps most (in)famously in recent years by Steven Pinker in his 2018 bestselling book Enlightenment Now. Pinker's data and claims about poverty draw heavily on economist Martin Ravallion's work,1 although he notably brushes aside the latter's caveats and methodological caution in favour of burnishing a teleological narrative of inexorable rationalization, enlightenment and progress.

Such claims echo a longer history of optimistic readings of the capacity of neoliberal capitalism to counter poverty2 and are overwhelmingly based on income-threshold measures of extreme poverty that Ravallion and colleagues originally helped to develop and popularize in the late 1980s and early 1990s (Ravallion et al., 1991). This approach to measuring poverty has long been contested (see Wade, 2004). For instance, based on other measures of poverty such as estimates of real wages and data on height and mortality rates, Dylan Sullivan and Jason Hickel (2023) have recently argued that the rise of capitalism has in fact worsened extreme poverty globally.

Such divergent assessments of the level and trajectory of global poverty are possible in part because measuring poverty is slippery business. Analysts must deal with patchy data, alongside thorny methodological and measurement problems, which are ultimately grafted on top of foundationally contested normative and political questions about what exactly poverty entails (see Fischer, 2018). Whether income thresholds are an adequate or meaningful way of understanding and counting poverty, especially on a world–historical scale, is first and foremost a normative question, even though it often masquerades as a technical problem.

Poverty measures are no less contested at lower levels of aggregation, however. They are invariably both objects of political contention and tools of statecraft. Katharina Lenner, for instance, shows how the contested construction of poverty measures in Jordan simultaneously renders poverty intelligible to the state while also ‘obscur[ing] worsening socio-economic situations, and deflect[ing] responsibility for the situation away from government offices’ (Lenner, 2023: 2). There is no escaping the politics of poverty, and measuring poverty is not an innocent act. Neither, for that matter, are any other measuring acts (see Christophers, 2013; Hansen and Porter, 2012; Mügge, 2022).

Enter, against this backdrop, the subject of this Assessment: the Global Multidimensional Poverty Index 2022: Unpacking Deprivation Bundles to Reduce Multidimensional Poverty (hereafter MPIR 2022 or the Report), the latest report on the Multidimensional Poverty Index (MPI). Based on earlier work by Sabina Alkire and colleagues at the Oxford Poverty and Human Development Institute (OPHI),3 the MPI was launched in 2010 as an annex to the Human Development Report (HDR) on the Human Development Index (HDI), published annually by the United Nations Development Programme (UNDP). The MPI was significantly revised in 2014 and 2018 in an effort to bring it in line with the Sustainable Development Goals (SDGs) and since 2018 it has been published as an annual thematic report unto itself. The basic orienting idea behind the MPI is that poverty is multidimensional — that is, poverty encompasses multiple separate but linked deprivations — and, as such, needs to be measured in a way that accounts for a broad spectrum of deprivations that are not reducible to income. Correspondingly, the MPI is not based on measurements of income, but instead classifies poverty according to a combination of indicators, including a lack of sufficient health care, nutrition, education, as well as a lack of access to housing, water, sanitation and the like, the latter grouped together under the heading of ‘standard of living’. Deprivations in terms of education, housing or food tend to be correlated to income and to each other, of course, but far from perfectly, and in ways that income measures do not effectively capture.

The MPIR 2022 estimates a global poverty headcount based on a composite index of these multiple forms of deprivation, although the authors are often at pains to stress that it is a complement, rather than an alternative, to the World Bank's income-based poverty estimates. Besides updating the index and headcount, the MPIR 2022 makes two specific contributions: it provides an estimate of the impacts of the COVID-19 pandemic on ‘multidimensional’ global poverty and introduces an analysis of ‘deprivation bundles’ based on the MPI data. A ‘deprivation bundle’ refers to the ways in which different forms of deprivation tend to co-occur, so that analyses can highlight common pairs or triads of deprivations that individuals or households frequently experience together, either at a global scale or in particular settings. The MPI in general, and MPIR 2022 in particular, merit a closer look because in important ways the MPI is illustrative of the wider framing of poverty in global development debates and discourses. While it is a cutting-edge piece of work and among the most thoughtful recent efforts to measure and govern poverty, it nonetheless is part of a wider global politics of poverty.

Considering multiple and interrelated types of deprivation offers no liberation from the thorny politics of measuring poverty more generally. Of course, the architects of the MPI themselves do know this — to their credit, they are often explicit and reflexive about the inevitably normative nature of choices on how to ‘count’ poverty, although this has tended to remain confined to considering the ethics of what counts as ‘poverty’ (see Alkire and Kanagaratnam, 2021). It's on this terrain that I want to engage with the MPIR 2022 in this Assessment by asking what, normatively and above all politically, is accomplished by measuring multidimensional poverty.

The main observation I wish to make in this article is that poverty as conceived in the MPI, as well as in imitator indices like the World Bank's Multidimensional Poverty Measure (MPM), is multidimensional, but not relational. The index and its construction explore the intersections of different forms of poverty, but almost by definition they hide from view, to borrow Bernstein's useful phrase, ‘the mechanisms that generate both wealth and poverty as two sides of the same coin of (capitalist) development’ (Bernstein, 1992: 24; see also Selwyn, 2014). In this sense, the MPI and like measures inevitably operate as a kind of fetish. They show how multiple forms of deprivation interact and attach a sophisticated quantitative metric to their depth and severity. All the while, however, they (deliberately or otherwise) obscure the social relations and histories behind these variegated forms of poverty. By looking at the index, we learn in fine-grained detail how many people are poor, where and in what ways, but without a sense of how and why they became and remain impoverished and how such processes of impoverishment are integrally linked to the accumulation of wealth and capital elsewhere. For this, I argue in the latter parts of this article, we need to conceptualize poverty as an outcome of exploitation — the complex set of social relations through which value is appropriated from nature and labour and accumulated as wealth or capital.

This ultimately matters a great deal when it comes to what is surely the most important question: what is to be done? (With due apologies to Lenin….) The MPI doesn't come packaged with an explicit political theory, but of course it has one. And it's easy enough to see what it is if we read between the lines. The MPI presents itself as a granular mapping of the landscapes of poverty, expressly in the service of developing more finely tuned and especially better-targeted policy measures. As shown below, the MPI implicitly entrenches a preference for means-tested interventions targeting the ‘poorest’ over universal or redistributive measures. It is a version of things largely devoid of consideration of the social relations linking processes of impoverishment to the accumulation of capital, which might elicit more politically challenging questions than the Report is keen to engage. Whether intentionally or not, in this way, the MPIR 2022 depoliticizes and ultimately naturalizes poverty, hiving it off from the question of wealth and capital accumulation and presenting its resolution as an issue of gradual, targeted technical intervention. Ultimately, I argue, to get around some of the political and practical blind spots that this kind of analysis creates, we need an approach to measuring poverty that centres on relations of exploitation as a cause of poverty.

The remainder of this essay develops these arguments in three sections. The first section below describes the background to the MPI within a wider politics of poverty, particularly since the turn of the century, and then discusses the index itself. The second section discusses the MPIR 2022, showing how the concept of ‘deprivation bundles’ at its core reflects and amplifies the depoliticizing tendencies implicit in the MPI more generally and how it amplifies implicit tendencies towards targeted rather than universalist approaches to poverty. The final section argues that poverty must be conceptualized in a way that accounts for its emergence and maintenance through relations of exploitation. This would help to move beyond current symptom-focused approaches towards accounting for causes of poverty, and help to repoliticize poverty in the process.

The MPI in important ways is a product of a particular form of global poverty politics that emerged in the 1960s and is still present. The overview of the index that follows will necessarily be somewhat brief and general but is still worthwhile in helping the reader grasp the wider politics at play in the process of constructing the index. As scholars have recently argued, the neoliberal ‘counter-revolution’ emerged in no small part in and through the failures of the ‘assault-on-poverty’ agenda pursued by the World Bank and other international organizations in the 1970s (see Bernards, 2022; Mendes Pereira, 2020).

Thus, where poverty had previously mainly been considered under the rubric of ‘social welfare’ in the core economies of the global North and ‘development’ in the global South, a complex and cross-cutting ‘global consensus’ on poverty and poverty reduction measures swiftly emerged at the turn of the century. Mkandawire (2005) rightly notes a related shift in poverty reduction measures, again both in the global North and global South, from universalistic social programming toward targeted and means-tested benefits. This is perhaps epitomized in the above-mentioned consensus on poverty. For Peck (2011: 176), this consensus was accompanied by a dynamic of ‘fast-policy development’ — the increasingly rapid rollout, spread, failure and consequent adaptation of various targeted interventions aimed at mitigating poverty. In the 2000s, conditional cash transfers and microcredit schemes were probably the prime examples. By 2023, these have largely fallen by the wayside in favour of more ‘modern’ interventions including digitalized social transfers, biometric identification systems and national financial inclusion frameworks, alongside interventions directed at improving ‘self-sufficiency’ at the local level, such as pay-as-you-go (PAYGO) off-grid solar electricity projects, and others focusing on ‘resilience’, such as the renewed push for agricultural modernization under the guise of promoting ‘resilience’ to climate hazards.

This is the context in which, for instance, randomized control trials (RCTs) of anti-poverty interventions proliferated. By the late 2000s, the ‘randomistas’ had quite successfully established themselves as influential actors in global development politics, and RCTs were widely seen as the ‘gold standard’ for evaluating development interventions. The reason for the rise of RCTs in many ways mirrored those for the wider ‘fast-policy’ landscape around global poverty. Budgets in developing countries were heavily constrained, particularly in the aftermath of structural adjustments. Combined with constant restrictions on aid budgets in the global North, this pushed both a ‘projectization’ of development aid and a growing reliance on frequently cash-strapped NGOs to administer projects. This provided fertile ground for a methodological orientation that promised cost effectiveness (by ‘rigorously’ identifying ‘what works’) and conceived of ‘development’ action as so many targeted, dispersed, small-scale, testable interventions (see Bédécarratts et al., 2019; Donovan, 2018; Kvangraven, 2020; de Souza Leão and Eyal, 2020).

The RCT fad can be seen as forming part of a wider push towards quantifying and targeting poverty at aggregate national and global levels. A combination of expressly global techniques and targets for tracking and measuring poverty has played a critical role both in driving and in sustaining the global consensus around poverty. The Human Development Report, first published in 1990 to reflect on the Human Development Index, has arguably been at the forefront of this shift toward the quantification of poverty (UNDP, 1990). Following the HDI were a growing number of benchmarking and measurement exercises centring on global poverty. The ‘goal-setting’ exercises of the Millennium Development Goals (MDGs) launched in 2000 and the Sustainable Development Goals that succeeded them in 2015 are perhaps the most notable and visible examples. The MDGs and SDGs probably need little further elaboration here, but it is worth noting that the very process of framing and measuring ‘extreme poverty’ and inequality in and through the MDGs and SDGs has long been contested on several levels. Numerous scholars, including Fischer (2018), Fukuda-Parr (2019), Gabay and Ilcan (2017) and Weber (2015), have previously pointed out how these targets have depoliticized poverty interventions.

The MPI should be understood as emerging from and forming part of this landscape. The initial articulation of the MPI was heavily influenced by Amartya Sen's critique of income-based measures of poverty and, of course, the HDI. The original working paper outlining the method and rationale for the MPI cites Sen's evocative comment, forming part of a reflection on the first decade of HDRs, that ‘[h]uman lives are battered and diminished in all kinds of different ways, and the first task, seen in this perspective, is to acknowledge that deprivations of very different kinds have to be accommodated within a general overarching framework’ (Sen, 2000: 18, cited in Alkire and Santos, 2010: 6).

The MPI was accordingly designed to map out the overlaps between different forms of deprivation at the household level, aggregating from there to national and global headcounts. This was an effort that from the start was framed as part of the wider global anti-poverty movement, reflected at the time in the MDGs and in the design of targeted poverty measures. The working paper describes the unique value of the MPI as follows: ‘providing information on the joint distribution of deprivations related to the MDGs — which shows the intensity and the composition of several aspects of poverty at the same time — we have tried to explore how better measures could support efforts to accelerate the reduction of multidimensional poverty’ (Alkire and Santos, 2010: 6). It is perhaps worth emphasizing, however, that particularly in a revised version of that paper, later published in World Development, the authors were keen to insist that the MPI ultimately ‘has a similar spirit to that which once motivated the “dollar-a-day” measure’ in that it aims to assess the magnitude of poverty in the developing world, and that in doing so across countries ultimately relies on avowedly ‘rough but methodologically consistent’4 measures (Alkire and Santos, 2014: 252).

The MPI and associated thematic reports in many ways are remarkable achievements. They represent the amalgamation of a huge volume of work, mostly coordinated between the UNDP and the OPHI. The construction of the index entails pulling together and analysing a truly staggering volume of data from large-scale household surveys in 111 countries, including those from the US Agency for International Development's Demographic and Health Surveys programme, UNICEF's Multiple Indicator Cluster Surveys and a collection of national exercises. Nonetheless, it clearly continues within and reflects the wider political consensus on poverty of the last 20 years. Indeed, it is not coincidental that the World Bank itself now publishes its own MPM, self-avowedly ‘taking inspiration and guidance from’ the MPI (Diaz-Bonilla et al., 2023: 2).5

The MPI was subject to minor revisions in 2014 and 2018. In the current (2018) version, poverty is calculated on the basis of 10 indicators that are grouped into three categories. Table 1 provides a more detailed breakdown of the current indicators and their definitions. Each of the three measures (Health, Education, and Standard of Living) accounts for one-third of the total index. The measures ‘Health’ and ‘Education’ each contain two sub-indicators (each weighing one-sixth of the total score), while the ‘Standard of Living’ component contains six (each weighing one-eighteenth of the total score). According to these indicators, a person would be considered ‘multidimensionally poor’ if they lived in a household meeting 33.3 per cent or more of the criteria of the weighted index (Alkire et al., 2022).6 Aggregate measures of poverty headcount and severity are extrapolated from the survey to the national level and are then used to make global estimates.

In short, poverty is a more widespread and complex phenomenon if we understand it as encompassing multiple dimensions. In the MPI, however, poverty is nonetheless naturalized and ahistoricized, framed as a timeless scourge at which heroic development interventions are gradually chipping away. The MPI itself importantly does not actually allow us to determine how such ostensible poverty reduction measures are enacted. However, as Fischer (2018: 121–22) points out, some of these might simply be effects of the measures of poverty themselves. The MPI, for instance, measures ‘standard of living’ by regarding a quite narrow and largely urban-biased range of consumer goods and infrastructures. Fischer (ibid.) notes, ‘improved’ sanitation facilities are vitally important for public health in urban areas, but often relatively less so in rural areas with lower population densities. Equally, the list of ‘assets’ considered in the index mainly includes household appliances such as refrigerators and electronics, but not (with the one exception of animal carts) those linked to agrarian livelihoods, such as livestock, equipment or land tenure, which might be particularly salient in rural settings (ibid.). One implication of this is that the index probably tends to overcount rural poverty. As a result, processes of urbanization might well produce reductions in the MPI poverty headcount without necessarily producing meaningful improvements in livelihoods or well-being. The presumption that reductions in MPI-measured poverty are being achieved via targeted interventions is both unfounded and doing important political work.

Setbacks are treated very differently, on the other hand. The Report estimates that the COVID-19 pandemic has likely delayed global progress in addressing poverty by ‘3–10 years’. Similar brief allusions are made to the likely impacts of the Russian invasion of Ukraine. The estimate of ‘3–10 years’ (which takes inexorable progress to be the default) is based on simulations using data on school closures and comes with the significant caveat that much of the data through which the MPI is constructed was collected before the pandemic. This presentation of the impacts of the pandemic is telling — the pandemic figures here as an unforeseeable shock, disrupting otherwise ‘good work’ on alleviating an implicitly naturalized state of poverty. Yet, the estimate of ‘3–10 years’ ultimately tells us very little about the social relations through which people became impoverished in the course of the pandemic, or by the knock-on effects of war, for that matter. It also naturalizes, reifies and externalizes war and disease themselves, obscuring how global capitalism contributes both to producing these crises and structuring the distribution of the associated costs (see, for example, Brenner and Ghosh, 2022; Sparke and Williams, 2022).

Take hunger, which is particularly relevant here, as nutrition is one of the indicators of the ‘Health’ component of the MPI. There is little doubt that we are staring down a severe global food crisis, which has been prompted in part by supply chain disruptions caused by the pandemic and by Russia's war on Ukraine. Food and Agriculture Organization (FAO) estimates suggest that undernourishment has risen from 8.0 per cent in 2019 to 9.3 per cent in 2020 and 9.8 per cent in 2021, equalling roughly 150 million newly hungry people only in the period 2019–21 (FAO et al., 2022: 10). A portion of this number will unquestionably add directly to the MPI's poverty headcount as new data becomes available or will add further layers to the severity of deprivation for some of the 1.2 billion existing ‘multidimensionally poor’.9 Yet, while the crisis no doubt has been triggered by discrete events, the existence of the pandemic or the war in and of themselves does little to explain the highly variegated landscape of vulnerability to such shocks, nor does it show us how these vulnerabilities are inextricably linked to wealth and capital accumulation. Jennifer Clapp (2023), for instance, notes that one key feature linking the current global food crisis to comparable earlier episodes, notably the famines prompted by 1973/74 droughts in Sahelian Africa and the global food crisis that accompanied the global financial crisis between 2007 and 2012, is the presence of interlinked forms of concentration of control over key crops. In a similar argument, Raj Patel (2022) notes that the crisis in the global food system is deeply rooted in the control of a few key staple crops by a handful of corporations. This pattern itself, Patel suggests, is closely interlinked with colonial histories in which local food staples were replaced with a few global commodities (notably wheat and rice), organized through intercontinental supply chains. In short, spiralling prices of globally significant staple crops are very much a feature, not a bug, of our current global food regime.

The point here is that somewhat paradoxically, at the same time that the MPI brings a diverse range of deprivations like hunger directly into a poverty metric without assuming that these are mechanistically linked to income, it also militates against recognizing the wider historically embedded relations of power and accumulation within which impoverishment must be situated and understood. In this sense, it's clearly part and parcel of a global policy consensus on poverty that emerged from the 1990s onwards, as I detailed earlier. Here, Peck's (2011) more general argument that the increasingly rapid circulation of policy models and expertise effectively depoliticizes relations of poverty seems especially apposite. For Peck, such models ‘decisively pre-empt what would otherwise be variegated, locally specific debates around the causes and cures of poverty, further depoliticizing the policymaking processes through the circulation of prefabricated solutions, traveling in the disarming, apparently “neutral” and post-ideological form of evaluation technoscience and best-practice pragmatism’ (ibid.: 178). Of course, the promise of the MPI is more than one-size-fits-all — the headline claim about the value of the MPI for policy is precisely that it enables poverty responses targeted and tailored to the particular combined forms of deprivation, or ‘multidimensional deprivation’, prevalent in different parts of the world. This is a claim that can be exemplified by the focus of the most recent Report on ‘deprivation bundles’, to which I turn in the next section.

The primary focus of the MPIR 2022 is on so-called ‘deprivation bundles’, defined as ‘pairs, triplets or larger groups of interlinked deprivations that make up all or a subset of a person's deprivation profile’ (p. 6). For example, the Report points to the typical co-occurrence of four deprivation indicators of the MPI — inadequate nutrition, the use of solid cooking fuel and a lack of access to adequate housing and improved sanitation (see Table 1 above). It estimates that some 3.9 per cent of the global poor, or some 45.5 million people, the vast majority living in India, Bangladesh and Pakistan, are subjected to this particular combination of deprivations (p. 6). Another estimated 328.9 million people, mainly living in sub-Saharan Africa10 and South Asia, are subjected to all four of these in addition to others.

To a degree, this is a somewhat more formalized and intensive approach to a theme — the co-occurrence of different specific deprivations — that has been present in work on the MPI since at least 2010. For instance, in the 2010 working paper by Alkire and Santos, the index measuring various dimensions of poverty at the household level was justified precisely for its ability to identify discrete clusters of frequently co-occurring indicators. The authors of the Report note that identifying clusters in this way ‘enables us to identify different “types” of deprivations — clusters of deprivations that occur regularly in different countries or groups’ (ibid.: 8). Identifying such discrete clusters ‘can thus contribute to a better understanding of the interconnectedness among deprivations, can help identify poverty traps, and can thus strengthen the composition and sequencing of interventions required to meet the MDGs’ (ibid.).

This move towards an analysis of deprivation bundles appears to be, in part, an acknowledgement of some of the limits of the MPI as a composite index. One of the chief methodological concerns raised by critics of the MPI has long been precisely the disadvantages of compiling aggregating measures into a single index. Ravallion (2011: 237) aptly describes the dilemma using the metaphor of a car: ‘Imagine that a new car comes on the market that collapses all those dials on the dashboard into just one composite index, on which you are supposed to decide what to do (slow down or get fuel)’. The emphasis on deprivation bundles appears a kind of concession to Ravallion's argument that for the purpose of designing policies, ‘[i]t is not the aggregate index we need … but its components’ (ibid.: 240; see also Fischer, 2018: 114–17).

Although the methodological questions here are important, the political question is both more relevant to the current analysis, and perhaps ultimately more consequential. The aim of both aggregating the index and disaggregating it is to ensure ‘effective’ poverty–reduction policy making — evident even in the reference to using the MPI to ‘strengthen the composition and sequencing of interventions’ in the passage from the 2010 working paper quoted above. The MPIR 2022 makes the same stakes clear in stating that ‘looking closely at the interlinked deprivations of poor people, provides valuable insights on how to tackle multidimensional poverty … by addressing its multiple dimensions’ (p. 1). Understanding how multiple deprivations are co-located, the report states, enables the design of ‘integrated policies that can tackle multiple deprivations at once’ (ibid.). The Report is inevitably a bit vague about the more specific implications for policy, but the relevance of this ‘bundling approach’ is ultimately framed in terms that reflect and reinforce the underlying preference for targeted interventions typical of much of the global development work taking place in the last 40 years (see Mkandawire, 2005). If, as Fischer (2018: 126) noted a few years ago, ‘the MPI has been increasingly operationalised as a targeting device rather than just an evaluative tool’, the focus on deprivation bundles in the MPIR 2022 appears to fully embrace this role.

There are two ways in which the Report justifies the mapping of ‘deprivation bundles’. The first could be described as identifying those aspects of poverty of the greatest salience. To return to the example of the ‘most common deprivation bundle’ discussed above (nutrition, cooking fuel, sanitation and housing deprivations), the significance of identifying these deprivations together is that ‘[d]esigning policies that address the four deprivations in this bundle will have a high impact on poverty by bringing people experiencing this deprivation profile out of poverty and by improving the lives of millions of other poor people who experience these deprivations along with others’ (p. 6). Moreover, whereas interventions seeking to improve nutrition, sanitation and housing are often conducted separately, knowing that these deprivations often co-occur ostensibly creates an impetus for ‘multisectoral coordination’ (ibid.).

Another purpose of exploring these bundles for the MPIR 2022 authors is to ensure that interventions more effectively target different regions. The Report also considers deprivation pairs and triads — for any given deprivation score, how often it occurs in tandem with each other deprivation or pair of other deprivations. The prevalence rates of different triads of deprivation, the Report notes, vary widely between regions. Globally, about 41 per cent of poor people are deprived of access to electricity, sanitation and housing, together — roughly the same proportion deprived of adequate nutrition, housing and cooking fuel, together. However, whereas the former affects 66 per cent of the poor in sub-Saharan Africa, against 11 per cent of the poor in South Asia and 0.2 per cent in Europe and Central Asia, the latter affects 46.4 per cent of the poor in South Asia, 44.8 per cent in sub-Saharan Africa and a significant share (20 per cent) of poor people in Europe and Central Asia (p. 10). Programming thus presumably can be tailored around the specific bundles of deprivations most prevalent in particular places. Likewise, identifying deprivation bundles can help policy makers target the most severely deprived, as ‘[l]eaving no one behind means focusing on the people with the highest deprivation scores’ (p. 10). Here, the report points specifically to an estimated 4.1 million people classed as deprived on all 10 of the measures of deprivation included in the index, of whom 3.8 million live in sub-Saharan Africa. Most of the remainder, or some 210,000 ‘most-deprived’ people, hail from Sudan, which in the Report is classified as an Arab state.

Serious concerns can be raised about how effectively an index like the MPI in and of itself could or should function as a targeting tool. As a mechanism for prioritizing interventions, it is insular and recursive — by definition, it can only identify as priorities those areas of intervention that have already been selected for inclusion in the index. As a mechanism for means-testing or targeting interventions, it is similarly limited. Proxy measures of poverty generally fail to meaningfully identify people in need — Kidd et al. (2017: 1) note that a comparison to a ‘lottery’ would be a ‘reasonable assessment of [the] efficacy’ of proxy measures in targeting interventions. A focus on a handful of assets can easily result in the failure to notice changes in household incomes and livelihoods over time, or in more salient assets that are simply not measured (e.g. land and livestock). Kidd et al. (ibid.) further insist that they are in effect tools for rationing aid rather than identifying the ‘neediest’. The MPI could not possibly work as a means-testing mechanism at the individual or household level, based as it is on anonymized surveys of a sample population conducted once every few years. Instead, it promises a form of low-resolution geographic targeting of entire countries or regions based on specific ‘deprivation profiles’ or with a high concentration of overall deprivation. Even when wider questions about universalistic versus targeted approaches to poverty reduction are set aside, the limits to using something like the MPI as a targeting mechanism of any sort remain evident.

Tellingly, besides being a very high-level prioritizing and targeting exercise, the MPI can tell us little about what actual anti-poverty interventions should look like. In fact, the specific actions called for in the Report mainly relate to improving data collection so that ‘policymakers can identify emerging policy concerns, inform programme design and policy choices, forecast trends, monitor policy delivery and evaluate programme impact’. The MPIR 2022 notes that ‘[t]he irregularity of multitopic household surveys — the main tools of poverty measurement and analysis — hinders the power and potential of the global MPI’ (p. 23).

If the MPI is not in the business of circulating mutable ‘models’ of poverty reduction, its policy agnosticism nonetheless ironically creates similar political dynamics. It also, if implicitly, very much shares the emphasis that neoliberal development programmes place on targeted and projectified interventions to the exclusion of universal provision or redistributive measures. Instead of facilitating meaningful or contested discussions about the causes and consequences of poverty, the index specifies how to target palliative responses most effectively. Again, the point here is not to argue that the authors of the MPIR 2022 could or should wade into these waters directly — rather, I contend that it is politically significant that, deliberately or otherwise, the ability to do so is effectively ruled out from the start by the very nature of the exercise.

The focus of the Report on mapping ‘poverty’ in and of itself leads it to obscure or negate several important things. It contains strikingly few mentions of wealth or even inequality. Indeed, the lack of such discussions — and what is in fact discussed — is telling. It's a crude measure, but the MPIR 2022 for instance mentions ‘billionaires’ exactly once, on the first page, where the authors note the discrepancy between the limited data we have on poverty and the wealth of data on the number of billionaires in the world — ‘a jarring data inequality’ (p. 1). This observation is repeated later in the report, on page 29. The Report otherwise looks at ‘inequality’ only in the context of inequality among the poor, calculated as variance between individual deprivation scores. Of course, this is not to argue that the MPIR 2022 necessarily should focus on billionaires or the extremes of wealth — given how the index works, this would have made little sense in methodological terms. However, it is notable that such questions are effectively ruled out from the outset by the manner in which the MPI is calculated. The example of how the global food regime co-produces corporate concentrations of power and vulnerability to hunger has already been discussed above.

A relational conceptualization of poverty (see, for example, Bernstein, 1992; Selwyn, 2014) requires an attempt to map out the relations effecting wealth extraction and accumulation — in particular, in Marx's (1867/1990: 799) evocative terms, how the ‘accumulation of wealth at one pole simultaneously acts as the accumulation of misery, the torment of labour, slavery, ignorance, brutalization and moral degradation at the other side of the pole’. In this final section, I argue that in order to do this, what we need is to put forward a politics of poverty centred on mapping and confronting multiscalar relations of exploitation as a driver of poverty.

Exploitation itself is a contested term. In non-Marxist usage, the term often serves to designate coercive, deceptive and/or illegal practices, thereby placing certain practices outside the bounds of ‘normal’ capitalism. In early 2023, for instance, US President Joe Biden proclaimed on Twitter that ‘[c]apitalism without competition isn't capitalism. It's exploitation’.11 While not a rigorously formulated conceptual exploration, Biden's differentiation of ‘capitalism’ from ‘exploitation’ on the basis of the exercise of monopoly is nonetheless notable. Exploitation is often treated by others as synonymous with labour abuses and violations of basic workers’ rights. In either case, it is expressly externalized from the ‘normal’ workings of capitalism. With rare exceptions (notably Boucher, 2022), the concept is often used loosely .

The Marxist use of the term, by contrast, is useful here in that it highlights the dynamic and multiple ways in which the accumulation of capital and relations of impoverishment are co-produced. Marx (1867/1990, 1894/1991) himself admittedly uses the term ‘exploitation’ sparingly and even inconsistently across the three volumes of Capital. Subsequent Marxist scholarship sometimes follows suit, although ironically at times does exactly the opposite, defining exploitation in far too narrow and rigid terms. This is sometimes spun into a rigid reading where value can only be created through wage work in production sectors organized along industrial lines.

As Stuart Hall insists, however, it is much more useful to read Marx's emphasis on ‘free’ labour as ‘laws of tendency (and countertendency) rather than as a priori laws of necessity’ (Hall, 1980: 331). A full picture of capitalist exploitation would, at the very least, have to incorporate a diverse range of unfree modes of labour exploitation, as well as peasant and informal modes of production based on the continued nominal ownership of direct producers of the means of production. In short, there are myriad and often contradictory ways in which ‘capitalist relations of production (the accumulation and competition of capitals) can be structured in terms of the actual exploitation of labour’ (Banaji, 2011: 41; see also Hall, 1980; Mezzadri, 2021). Feminist scholars have long and rightly insisted that ostensibly productive labour depends at all points on heavily gendered, often unpaid and uncounted reproductive labour (see Mies, 2014; Rai et al., 2014). As Mezzadri (2021: 1194) argues, a recognition of the multiplicity of capitalist exploitation ‘allows us to recuperate … a broader capitalist history of the wageless across the colonial and postcolonial world, where petty commodity production, non-wage and disguised-wage labour, including forms of slave, indentured, unfree and bonded labour are the norm’.

Nor does exploitation under capitalism take place directly through labour alone. According to Marx, rents, interest payments and the like represent ‘a secondary exploitation, which proceeds alongside the original exploitation that takes place directly within the production process itself’ (Marx, 1894/1991: 745; see also Bernards and Soederberg, 2021; Harvey, 2006: 42; 2012: 29; Soederberg, 2014: 4). Extractive relations of indebtedness directly share a dynamic and recursive relationship with the exploitation of labour. ‘Usury’, Marx (ibid.) notes, ‘is a powerful lever in forming the preconditions for industrial capital’ in that it enables the formation of an ‘autonomous monetary wealth’ and, more importantly, in that it ‘appropriates the conditions of labour, by ruining the owners of the old conditions of labour’. The point is that a Marxist lens broadly applied requires investigation of the concrete historical relations through which poverty and wealth are co-created through the intersection of multiple, dynamic and overlapping modes of exploitation.

Centring the myriad relations of exploitation through which wealth and poverty are co-produced in this sense offers us a means of highlighting the links between global circuits of capital accumulation and the localized experiences of deprivation emphasized by the MPI. Ben Selwyn (2014, 2019) in particular has made similar arguments about the role of labour and global value chains in development. Against perspectives that frame employment at the fringes of global value chains as, in Jeffrey Sachs’ words, ‘the first rung on the ladder out of extreme poverty’ (Sachs, 2005: 11, cited in Selwyn, 2019: 74), Selwyn argues that poor pay and working conditions inherent in these settings in fact create new forms of poverty. For the mostly women rural–urban migrants disproportionately engaged in light manufacturing activities, increased incomes in monetary terms are accompanied by the intensification of work and the rising cost of items required for survival. For Selwyn, when we focus on the relations of exploitation accompanying the diffusion of global value chains, these types of employment start looking less like a ‘first rung on the ladder’ and more like incorporation into ‘global poverty chains’ (Selwyn, 2019: 72).

It is also worth noting that the MPI fails to directly consider work and labour questions — the type of work people do, the duration and intensity of the work, where they work, how they get there, which infrastructure and equipment they use, under which terms of employment — an omission that in fact has profound implications for many of the measures of poverty included in the MPI (e.g. health, housing access or education). For instance, Brickell et al. (2023) demonstrate how in Cambodia's garment sector, the loss of earnings due to layoffs stemming from the pandemic-era cancellation of orders from major global retailers and increasing debts, coupled with the withdrawal of state support and the offloading of responsibility for social reproductive work onto households, have culminated in a crisis of hunger. (Although, to be fair, the authors of the MPI do acknowledge the absence of labour alongside physical insecurity and health within the household as a problem and argue for the inclusion of new question modules on work — see p. 24). To some extent, measures of poverty like the MPI might well capture some elements of renewed or transformed relations of poverty insofar as they manifest as restricted access to housing, water or food. But at the same time, they cannot capture relations of ‘depletion’ (see Gunawardana, 2016; Rai et al., 2014) that often accompany the intensification of work, particularly where this occurs alongside the continuation of social reproductive labour.

In this respect, the tendency of the MPI measurements and corresponding narratives to move between the individual and household level is significant. Most of the indicators used in the MPI are household-level measures, but the poverty headcount and basic conception of poverty are very much individual-level measures. This is on one level simply a result of data availability — the underlying surveys are household surveys — but it nonetheless obscures important dynamics of exploitation, depletion and impoverishment. It is not just that access and deprivation are often very unevenly distributed within households (although this is true). More importantly, household relations structure relations of exploitation in ‘productive’ sectors. For example, Baglioni (2021), in relation to the margins of horticultural supply chains in Senegal, shows how gendered household relations can play a significant role in making women available for exploitation as cheap labour in packhouses and on farms.

Equally, paying attention to the relations of exploitation can contribute to a more substantive understanding of responses to poverty. It is perhaps one thing to know that a lack of access to electricity, sanitation and adequate housing tend to be aligned and should be the focus of interventions, but it is quite another to consider how access to these services could or should be improved. As is hopefully clear from the discussion above, the MPI is relatively agnostic about whether and how people access goods that make up their ‘standard of living’. A view of processes of secondary exploitation alongside exploitation through work is especially apposite given the particular debt-fuelled interventions that have been favoured as responses to some of the key deprivations highlighted in the MPI in recent years.12

To give one example, an increasingly common response to difficulty accessing electricity, particularly but not exclusively in rural areas, has been to promote the adoption of pay-as-you-go (PAYGO), off-grid solar photovoltaic (SPV) systems (see Quinteros and Bernards, 2023). These systems can and do directly address at least one of the deprivations (a lack of electricity) that counts towards the MPI. They might potentially also address other deprivations indirectly; for example, enabling the replacement of solid cooking fuels with an electric stove or the use of some of the consumer goods included in the measure of assets. Yet, they do so in a way that is highly contingent. Baker (2023) notes that PAYGO SPV systems have the effect of converting rural energy use into a set of financial assets ultimately grounded in new forms of consumer indebtedness. One of the results of this has been that energy is accessed only at a significant cost. Energy access through relations of indebtedness is also uneven and sporadic. Cross and Neumark (2022) show how PAYGO SPV systems in East Africa constitute an adverse ‘infrastructure of inclusion’ in which final users are governed by new circles of data, capital and debt. Thus, PAYGO business models do play a role in connecting people to electricity, but they also set the grounds for disconnecting those defaulting on agreed payments insofar as they rest on digital infrastructures that can remotely lock out or shut down systems. The possibility of remote disconnection is significant for users and businesses alike given high rates of default, on the one hand, and the notable material and social costs associated with repossessing SPV systems, on the other.

We might also note that the wider matrix of exploitations within which impoverished livelihoods are entangled often make a significant difference to the outcomes of anti-poverty interventions. For instance, improvements in access to water and sanitation that do not pay sufficient attention to localized patterns of property relations, exploitation and accumulation can have adverse effects. Likewise, slum upgrading programmes have a long-noted tendency to proceed on the (mistaken) assumption that everyone owns the home they live in (de facto if not de jure). In practice, many people in informal settlements are tenants, and upgrades to infrastructure can push poorer tenants out of their rented homes if these enable landlords to command higher rents (see Desai and Loftus, 2012).

The overarching point is that, absent a serious consideration of how to go about doing so, there is a risk that interventions targeting particular deprivations or clusters will wind up reinscribing them in a new form or indirectly intensifying pressures of indebtedness that have a bearing on other types of deprivation. Again, a relational perspective showing how processes of exploitation are connected to processes of capital accumulation is vital. Of significance here is that underlying the recourse to debt relations as mechanisms for widening access to basic services in the first place is arguably the radically uneven distribution of resources in the global political economy. The turn to various self-help or debt-based poverty alleviation interventions, and the wider ‘private turn’ in development financing in recent decades, has often expressly been justified in terms of the co-existence of restrictive fiscal constraints faced by peripheral states and deep pools of capital in global financial markets (see Bernards 2022, 2023).

Whether global poverty is rising or falling in any aggregate sense likely cannot be adequately determined and is arguably of less value than often assumed in terms of understanding how to address poverty. Aiming to understand the variegated shape that poverty assumes and the social relations that drive it, as well as the form that meaningful responses to poverty might take, could be a more helpful place to start. The MPI and other such indices no doubt are broadly useful in informing such understandings, but in their current form often serve to obscure more than they reveal.

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来源期刊
Development and Change
Development and Change DEVELOPMENT STUDIES-
CiteScore
6.80
自引率
3.30%
发文量
46
期刊介绍: Development and Change is essential reading for anyone interested in development studies and social change. It publishes articles from a wide range of authors, both well-established specialists and young scholars, and is an important resource for: - social science faculties and research institutions - international development agencies and NGOs - graduate teachers and researchers - all those with a serious interest in the dynamics of development, from reflective activists to analytical practitioners
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