Exporting Welfare: Social Policy as Foreign Policy in Brazil and the Global South

Anita Afriani Sinulingga, Asrinaldi Asrinaldi, Muhammad Saeri, Aidinil Zetra

Abstract

Bolsa Família is usually seen as one of Brazil’s leading anti-poverty programs. Its significance, however, has not remained within Brazil’s welfare system. Over time, the program also became part of Brazil’s external engagement, especially through the circulation of social policy expertise in South-South cooperation and global social protection debates. Drawing on Bolsa Família, this article examines how a social policy from the Global South can enter foreign policy practice. The study uses a qualitative case study and process-tracing approach, based on official documents, cooperation records, international organization reports, and relevant academic studies. The analysis identifies two connected patterns. When Brazil’s social policy agenda was closely aligned with domestic coalitions and foreign policy priorities, Bolsa Família circulated mainly through coordinated policy transfer, including technical cooperation, training, study visits, and policy artifacts. When this alignment weakened, the program did not disappear from global policy debates. Its circulation continued through indirect diffusion supported by international organizations, development banks, expert networks, and instrument constituencies. In this second pathway, learning, emulation, and selective adaptation became more visible than direct state orchestration.

Full Text:

PDF

References

Arruda, P. L. de. (2023). Cash transfer programs in Brazil: The new Bolsa Família and its predecessors (Social Protection Series Policy Brief No. 2). UNICEF & Agência Brasileira de Cooperação.

Beach, D., & Pedersen, R. B. (2019). Process-tracing methods: Foundations and guidelines (2nd ed.). University of Michigan Press.

Béland, D., Rocco, P., & Waddan, A. (2018). Instrument constituencies and transnational policy diffusion: The case of conditional cash transfers. Review of International Political Economy, 25(4), 463–482. https://doi.org/10.1080/09692290.2018.1483228

Biedenkopf, K., & Mattelaer, A. (2019). Foreign policy as public policy: Explaining external action beyond diplomacy. In K. Brummer, S. Harnisch, & K. Oppermann (Eds.), Foreign policy as public policy? Promises and pitfalls (pp. 169–186). Manchester University Press. https://doi.org/10.7765/9781526140708.00016

Bowen, G. A. (2009). Document analysis as a qualitative research method. Qualitative Research Journal, 9(2), 27–40. https://doi.org/10.3316/QRJ0902027

Brummer, K., Harnisch, S., Oppermann, K., & Panke, D. (Eds.). (2019). Foreign policy as public policy? Promises and pitfalls. Manchester University Press.

Charillon, F. (2017). Foreign policy as public policy. In S. Harnisch, C. Frank, & H. W. Maull (Eds.), Role theory in international relations (pp. 121–135). Routledge.

Dolowitz, D., & Marsh, D. (1996). Who learns what from whom: A review of the policy transfer literature. Political Studies, 44(2), 343–357. https://doi.org/10.1111/j.1467-9248.1996.tb00334.x

Dolowitz, D. P., & Marsh, D. (2000). Learning from abroad: The role of policy transfer in contemporary policy making. Governance, 13(1), 5–24. https://doi.org/10.1111/0952-1895.00121

Evans, M. (2004). Policy transfer in global perspective. Ashgate. https://doi.org/10.4324/9781315246574

Evans, M. (2009). Policy transfer in critical perspective. Policy Studies, 30(3), 243–268. https://doi.org/10.1080/01442870902863828

Faria, C. A. P. de. (2012). The diffusion of public policies: A research agenda. Revista Brasileira de Ciências Sociais, 27(78), 39–52. https://doi.org/10.1590/S0102-69092012000100003

Faria, C. A. P. de, Romano, G. C., & Taube, M. (2022). Policy diffusion and foreign policy: Analytical bridges and blind spots. In O. Porto de Oliveira & G. C. Romano (Eds.), Brazil and China in knowledge and policy transfer (pp. 25–46). Palgrave Macmillan. https://doi.org/10.1007/978-3-031-09116-2_2

George, A. L., & Bennett, A. (2005). Case studies and theory development in the social sciences. MIT Press.

Gerring, J. (2007). Case study research: Principles and practices. Cambridge University Press.

Hadjiisky, M., Pal, L. A., & Walker, C. (Eds.). (2017). Public policy transfer: Micro-dynamics and macro-effects. Edward Elgar. https://doi.org/10.4337/9781784718009

Haupt, W. (2023). Policy diffusion, policy transfer, and policy mobilities revisited: A call for more interdisciplinary approaches in human geography. Geography Compass, 17(5), Article e12688. https://doi.org/10.1111/gec3.12688

Hill, C. (2003). The changing politics of foreign policy. Palgrave Macmillan.

Hudson, V. M. (2014). Foreign policy analysis: Classic and contemporary theory (2nd ed.). Rowman & Littlefield.

Hudson, V. M., & Day, B. S. (2020). Foreign policy analysis: Classic and contemporary theory (3rd ed.). Rowman & Littlefield. https://doi.org/10.5040/9798216405412

Kaarbo, J. (2015). A foreign policy analysis perspective on the domestic politics turn in IR theory. International Studies Review, 17(2), 189–216. https://doi.org/10.1111/misr.12213

Legrand, T. (2021). The global laboratory: Approaches to theorising policy transfer. In T. Legrand, The architecture of policy transfer: Ideas, institutions and networks in transnational policymaking (pp. 23–69). Palgrave Macmillan. https://doi.org/10.1007/978-3-030-55821-5_2

Legrand, T., & Stone, D. (2021). Governing global policy: What IPE can learn from public policy. Policy and Society, 40(4), 484–501. https://doi.org/10.1080/14494035.2021.1975218

Marsh, D., & Sharman, J. C. (2009). Policy diffusion and policy transfer. Policy Studies, 30(3), 269–288. https://doi.org/10.1080/01442870902863851

Milani, C. R. S., & Pinheiro, L. (2017). The politics of Brazilian foreign policy and its analytical challenges. Revista Brasileira de Política Internacional, 60(1), Article e001. https://doi.org/10.1590/0034-7329201700101

Mintz, A., & DeRouen, K., Jr. (2010). Understanding foreign policy decision making. Cambridge University Press. https://doi.org/10.1017/CBO9780511779765

Morais de Sá e Silva, M. (2017). Poverty reduction, education, and the global diffusion of conditional cash transfers. Palgrave Macmillan. https://doi.org/10.1007/978-3-319-53094-9

Peck, J., & Theodore, N. (2010). Mobilizing policy: Models, methods, and mutations. Geoforum, 41(2), 169–174. https://doi.org/10.1016/j.geoforum.2010.01.002

Porto de Oliveira, O. (2019). Policy ambassadors and the international circulation of Brazilian social policies. Policy and Society, 38(3), 447–463. https://doi.org/10.1080/14494035.2019.1643646

Porto de Oliveira, O. (2022). Comparing pathways of policy internationalization: The transfer of Brazilian social programs. Journal of Comparative Policy Analysis: Research and Practice, 24(5), 490–511. https://doi.org/10.1080/13876988.2022.2041986

Porto de Oliveira, O., & Milani, C. R. S. (2022). Brazilian perspectives on policy transfer and South-South cooperation. Contexto Internacional, 44(1), Article e20210059. https://doi.org/10.1590/S0102-8529.20224401e20210059

Porto de Oliveira, O., & Faria, C. A. P. de. (2017). Research traditions and the state of the discipline in Brazil. Novos Estudos CEBRAP, 36(1), 13–34. https://doi.org/10.25091/S0101-3300201700010001

Porto de Oliveira, O., & Romano, G. C. (2022). Policy diffusion as a foreign policy instrument. In O. Porto de Oliveira & G. C. Romano (Eds.), Brazil and China in knowledge and policy transfer: Agents, objects, time, structures and power (pp. 37–56). Palgrave Macmillan. https://doi.org/10.1007/978-3-030-89828-9_3

Putnam, R. D. (1988). Diplomacy and domestic politics: The logic of two-level games. International Organization, 42(3), 427–460. https://doi.org/10.1017/S0020818300027697

Shipan, C. R., & Volden, C. (2008). The mechanisms of policy diffusion. American Journal of Political Science, 52(4), 840–857. https://doi.org/10.1111/j.1540-5907.2008.00346.x

Stone, D. (2008). Global public policy, transnational policy communities, and their networks. Policy Studies Journal, 36(1), 19–38. https://doi.org/10.1111/j.1541-0072.2007.00251.x

Stone, D., & Moloney, K. (2019). The rise of global policy and transnational administration. In D. Stone & K. Moloney (Eds.), The Oxford handbook of global policy and transnational administration (pp. 3–22). Oxford University Press. https://doi.org/10.1093/oxfordhb/9780198758648.013.27

Waisbich, L. T., Pomeroy, M., & Costa Leite, I. (2021). Travelling across developing countries: Unpacking the role of South–South cooperation and civil society in policy transfer. In O. Porto de Oliveira (Ed.), Handbook of policy transfer, diffusion and circulation (pp. 214–236). Edward Elgar Publishing. https://doi.org/10.4337/9781789905601.00019

Waisbich, L. T., Luiz, J. R., & Faria, C. A. P. de. (2022). The rise and fall of Brazil as a “policy exporter”: From Lula da Silva to Jair Bolsonaro. In O. Porto de Oliveira & G. C. Romano (Eds.), Brazil and China in knowledge and policy transfer (pp. 75–106). Springer International Publishing. https://doi.org/10.1007/978-3-031-09116-2_3

Weyland, K. (2005). Theories of policy diffusion: Lessons from Latin American pension reform. World Politics, 57(2), 262–295. https://doi.org/10.1353/wp.2005.0019

Refbacks

  • There are currently no refbacks.