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Globalisation and Development
Year 1 / ASYear 2 / A-LevelAQA, OCR, WJEC/Eduqas
A* revision for AQA 4.6 (Global Development) and OCR H580/03: economic, political and cultural globalisation, modernisation (Rostow), dependency (Frank) and world-systems (Wallerstein) theories, aid, trade and TNC case studies, and 20-mark essay technique.
🎯 Learning Objectives
Define globalisation and distinguish its economic (trade, TNCs, capital flows), political (IGOs, sovereignty) and cultural (Westernisation, hybridisation) dimensions (AQA 4.6.1)
Set out modernisation theory - Rostow's five stages - and its functionalist assumptions, with critiques of ethnocentrism and ignored colonialism
Evaluate dependency theory (Frank's development of underdevelopment) and world-systems theory (Wallerstein's core-periphery model)
Analyse aid, trade and TNCs with case examples (Shell in Nigeria, Rana Plaza, Foxconn) and evaluate the aid vs trade debate (Moyo vs Sachs)
Assess environmental consequences of global development: TNC pollution, deforestation, e-waste and unequal climate impacts
Deploy feminist perspectives on development (WID/GAD, feminisation of labour, Elson & Pearson) and postdevelopment critiques (Escobar)
Build 10- and 20-mark answers with reached judgements and synoptic links to modernisation and Marxist theory (AO1/AO2/AO3)
📋 Key Definitions and Core Concepts
Globalisation: The growing interconnection of societies through economic flows (trade, capital, TNCs), political integration (IGOs) and cultural exchange (media, migration, consumption) - shrinking the world into a single system (McLuhan's 'global village').
Modernisation theory: Functionalist-derived account (Rostow 1960): development moves through five stages from traditional society to high mass consumption, driven by internal factors - investment, technology and Western-style values.
Take-off: Rostow's third stage: rapid growth in one or two leading sectors (e.g. textiles) triggers self-sustaining industrialisation - the pivot from preconditions to maturity.
Dependency theory: Frank (1967): 'the development of underdevelopment' - the metropole (colonial centre) extracts surplus from satellites, so poverty is produced by global capitalism, not internal backwardness.
World-systems theory: Wallerstein (1974): a single capitalist world economy stratified into core (high-profit production), periphery (raw materials, cheap labour) and semi-periphery (mixed, mobile) - development is relational, not purely national.
Transnational corporation (TNC): A firm producing or selling across multiple countries (Shell, Apple, Coca-Cola) - the main vehicle of economic globalisation, able to move capital and production to minimise costs and taxes.
Tied aid: Bilateral aid conditional on spending it on the donor's goods, services or policy reforms - critics argue it benefits the donor and erodes recipient sovereignty.
Fair trade: A certification scheme guaranteeing producers a minimum price plus a premium for community investment - a bottom-up corrective to free trade's unequal terms.
Glocalisation: The adaptation of global products and forms to local cultures (vegetarian McDonald's menus in India) - evidence against one-way cultural imperialism.
Feminisation of labour: The concentration of women in global manufacturing and service work (EPZ assembly lines, care work) - flexible, low-paid, insecure employment that development depends on (Elson & Pearson).
📌 Key Points
Dimensions: economic (TNCs, trade, capital flows), political (WTO, IMF, World Bank, UN; eroded nation-state sovereignty), cultural (Westernisation/cultural imperialism - Sklair; hybridisation and glocalisation - Tomlinson). Held's typology: hyperglobalisers, sceptics, transformationalists.
Modernisation (Rostow 1960): five stages - traditional society, preconditions for take-off, take-off, drive to maturity, high mass consumption. Critique: ethnocentric, ignores colonial extraction, assumes one path; East Asian NICs developed under state direction, not Western values.
Dependency (Frank 1967): metropole-satellite chains extract surplus; 'development of underdevelopment'. Critique: ignores internal barriers (corruption, war) and cannot explain NIC escapes (South Korea, Taiwan).
World-systems (Wallerstein 1974): core, semi-periphery and periphery in one world economy; positions can shift (East Asia's rise) - the most critique-proof version of the Marxist account.
Aid vs trade: aid dependency, corruption and tied aid (Moyo, Dead Aid 2009) vs Sachs' targeted 'big push'; trade as long-run engine but unfair terms and commodity dependence; fair trade as a partial fix.
TNC cases: Shell in Nigeria (Ogoniland pollution, Ken Saro-Wiwa), Rana Plaza collapse 2013 (Primark supply chain), Foxconn/Apple labour conditions, Starbucks' tax avoidance - harm and benefit must be weighed, not asserted.
Environment: TNC pollution, Amazon deforestation for beef and soy, e-waste exported to Ghana and Nigeria, climate impacts falling hardest on those who contributed least; links to green and state crime (AQA 4.3.1.5).
Three dimensions of globalisation: economic, political and cultural
AQA 4.6 (Global Development) and OCR H580/03 (Globalisation and the digital social world) open with the three dimensions. Economic: TNCs run global production chains, capital moves freely across borders, and trade under WTO rules ties national economies to global demand - a fall in one market ripples worldwide. Political: intergovernmental organisations (UN, WTO, IMF, World Bank) set rules and attach conditions - IMF structural adjustment programmes demand privatisation and spending cuts in exchange for loans - while nation-state sovereignty erodes; AO3: the state persists where it matters (China's state-directed development), so 'the end of the nation-state' is overstated.
Cultural: Western media, brands and consumption patterns spread globally. Sklair frames this as the culture-ideology of consumerism - global capitalism exports one consumerist worldview; Tomlinson counters with hybridisation: local cultures appropriate and rework global forms, and glocalisation (global products adapted to local markets) shows the flow is two-way (see the Media topic for the full imperialism vs hybridisation debate). Held's typology is the sharpest AO3 frame: hyperglobalisers (a single global economy is dissolving national boundaries), sceptics (globalisation is regionalised trade among blocs, and most of the world is excluded) and transformationalists (real but uneven, with outcomes shaped by how societies respond).
AO3: the strongest answers treat the dimensions as interacting rather than separate - TNC production (economic) needs compliant states (political) and markets saturated in consumerist culture (cultural) - and judge globalisation as real but unevenly distributed, which sets up the development theories below.
Flows to name: migration (labour migration from the global South to the North, with remittances now exceeding aid for many economies), information flows (the internet collapsing distance - see the Media topic's digital social world) and capital flows (foreign direct investment and global finance moving faster than states can regulate). Political detail: the IMF and World Bank were built at Bretton Woods (1944) to stabilise the world economy, and their structural adjustment programmes (privatisation, spending cuts, trade liberalisation) attached to 1980s-90s lending are the standard case that globalisation's rules are written by the core - the evidence base on which dependency and world-systems critiques draw.
Theories of development: modernisation, dependency and world-systems
Modernisation theory (Rostow 1960) is the functionalist baseline: all societies develop through five stages - traditional society, preconditions for take-off, take-off, drive to maturity, age of high mass consumption. Underdevelopment is explained by internal barriers: traditional values, low investment, weak entrepreneurship - so the remedy is Western aid, technology transfer and value change. AO3 critiques: it is ethnocentric (Western consumerism as the universal endpoint); it ignores colonialism - extraction by the West built the underdevelopment it treats as home-grown (Frank); it assumes a single path, contradicted by state-directed development (China, South Korea); and the values claim is unfalsifiable. Synoptically, modernisation imports functionalism's consensus assumptions - exactly the weak point examiners reward you for spotting.
Dependency theory (Frank 1967): 'the development of underdevelopment' - metropole-satellite chains extract surplus from the periphery, so each satellite's richest periods coincide with its strongest links to the metropole: contact with global capitalism causes poverty, and only delinking (or revolution) brings development. AO3 critiques: it ignores internal barriers (corruption, war, poor policy) and cannot explain the escape of NICs (South Korea, Taiwan) that developed through, not against, global capitalism.
World-systems theory (Wallerstein 1974) refines the Marxist account: one capitalist world economy stratified into core (high-profit production), periphery (raw materials, cheap labour) and semi-periphery (mixed). Positions are relational and can shift - East Asia's rise moved states from periphery to core - so the semi-periphery absorbs the NIC evidence that sank dependency theory. AO3: the strongest answers stage Rostow against Frank (or Wallerstein) and reach a verdict tied to evidence: modernisation explains some growth episodes (post-war Japan; East Asian take-offs built on investment and education) but cannot generalise, because external terms of trade and colonial history demonstrably shape who develops.
Applications: modernisation in practice - post-war aid programmes extending the Marshall Plan's logic to the South, and Green Revolution technology transfer - with the standard evidence that gains bypassed the poorest. Dependency in practice - colonial commodity chains (cotton, sugar, copper) whose post-independence successors still export raw materials and import manufactures, keeping value-added profit in the core. World-systems in practice - China's movement from periphery towards semi-periphery and core status, and the rise of the East Asian tigers, as the model's strongest evidence. Tie every theory to a case: theories without cases earn AO1 marks only - the evaluation comes from testing the theory against the evidence.
Aid, trade and TNCs: the development debate
Aid: bilateral (state to state), multilateral (via the World Bank, IMF or UN), and NGO aid - top-down (large infrastructure, donor-designed) against bottom-up (small-scale, community-led NGO projects). Tied aid - conditional on buying the donor's goods or adopting its policies - benefits the donor and erodes sovereignty. The aid debate:Moyo (Dead Aid 2009) argues aid creates dependency, fuels corruption and undermines local producers (food aid collapsing farm prices) - cut it and let markets work; Sachs (The End of Poverty) counters that targeted aid works - debt relief, vaccine programmes and the Millennium Development Goals show measurable gains; Easterly splits the difference: 'planners' (grand top-down schemes) fail, 'searchers' (small, accountable, local) succeed. AO3: Moyo conflates all aid with its worst forms and ignores success cases; aid effects depend on recipient governance - so the aid/trade dichotomy is partly false.
Trade: free trade is the orthodox engine of growth (comparative advantage, export-led development), but terms are unequal: commodity dependence (many developing economies rely on one or two primary exports with volatile prices), protectionism in rich states (EU and US farm subsidies undercut developing-world farmers), and fair trade as a partial bottom-up fix - guaranteed minimum prices and community premiums, though coverage is small.
TNCs - weigh, don't assert. Harm: profit repatriation and tax avoidance (Starbucks-style transfer pricing), the race to the bottom in wages and conditions (Rana Plaza collapse 2013, killing over 1,100 garment workers in a Primark supply chain; Foxconn assembly for Apple), environmental damage (Shell in Nigeria - Ogoniland pollution and the 1995 execution of Ken Saro-Wiwa after protests). Benefit: FDI, employment, technology and skills transfer, and infrastructure - and the NICs industrialised through export manufacturing. Verdict: harms are real but not inherent - where host states negotiate hard (South Korea, Vietnam), benefits outweigh; weak states capture less. Aid works as emergency stabiliser; trade as long-run engine - but only with fair rules and accountable recipients.
Aid detail for the 20-marker: distinguish aid types precisely - bilateral (state to state, often tied), multilateral (pooled via the World Bank, IMF or UN agencies) and NGO aid (Oxfam, Save the Children - typically small-scale, bottom-up, needs-led). Note the debate's sharp edge: emergency humanitarian aid is broadly defended even by Moyo, while long-term development aid is where the dependency, corruption and donor-interest critiques bite. On trade, the standard case study is commodity dependence - when world coffee or copper prices collapse, whole export economies contract - which is why fair trade, diversification and value-added processing recur in mark schemes as the policy responses.
Environmental issues and sociological perspectives on global development
Environment: global development externalises ecological costs onto the weakest. TNC production relocates to low-regulation states, so pollution is exported - e-waste dumped and burned at sites like Agbogbloshie, Ghana; global commodity demand drives Amazon deforestation (beef and soy exports) releasing carbon and destroying habitats; and climate change hits developing countries hardest - drought, flooding and crop failure - while they contributed least to emissions. AO3: the growth-versus-sustainability tension (Brundtland's 1987 'sustainable development') frames the debate: can the global South industrialise without replicating the North's environmental damage? Green and state crime links apply here (AQA 4.3.1.5): TNC and state complicity in environmental harm, as in Ogoniland.
Feminist perspectives:Boserup (1970) showed development planning ignored women - modernisation schemes transferred technology to men, widening gender gaps; WID/WAD/GAD mark the feminist evolution from adding women into development, to reading women's subordination as structured by global capitalism, to transforming the gendered structures of development itself (GAD). Elson & Pearson theorise the feminisation of labour: export manufacturing concentrates women in flexible, low-paid, insecure EPZ assembly work (the Rana Plaza workforce was mostly female), while women still carry subsistence labour - water, fuel, care - and remain excluded from decision-making. AO3: employment also brings independence and bargaining power (Kabeer), and education access has narrowed gaps - so benefits are real but unequal and conditional on class and locality.
Postdevelopment (Escobar 1995): 'development' is a Western discourse that constructs the South as backward and authorises intervention - the strongest answers use it to question the question itself, before reaching a judgement: global development has lifted living chances measurably, but its benefits are distributed along core-periphery lines and its costs (environmental, gendered) fall on those with least power.
Case anchors for essays: Shell/Ogoniland (state-TNC complicity, Ken Saro-Wiwa 1995) for environmental harm; the Amazon (beef and soy commodity demand) for deforestation; Agbogbloshie, Ghana (exported e-waste) for pollution transfer; Rana Plaza (2013, majority-female workforce) linking TNC labour practices to the feminisation of labour; and the MDGs/SDGs for measurable development progress (extreme poverty falling, girls' school enrolment rising) - the standard evidence that development delivers, used to balance the structural critiques. One or two named anchors per paragraph is enough: the marks come from tying them to theory, not listing them.
💡 Worked Example
Exam-style: Evaluate the view that aid does more harm than good to developing countries. (AQA Paper 2, 20 marks; OCR H580/03 Section A sets a comparable source-based evaluation of globalisation and development claims.)
Mark-scheme logic: Mark-scheme logic for the 20-marker (AO1/AO2/AO3): <strong>AO1 - define and set out:</strong> define aid (bilateral, multilateral, tied, NGO) and note that 'harm' and 'good' need spelling out - dependency, corruption and service cuts against investment, health gains and growth. <strong>AO2 - apply and analyse both sides.</strong> Harm case with named evidence: Moyo (Dead Aid 2009) - aid breeds dependency, fuels corruption and, via tied aid, benefits donors; case evidence: IMF structural adjustment cutting public services, food aid undermining local farmers. Benefit case: Sachs - targeted aid works (debt relief, vaccine programmes, Millennium Development Goals evidence); bottom-up NGO projects reach where states cannot. <strong>AO3 - evaluate:</strong> Moyo conflates all aid with its worst forms and ignores success cases; Sachs' 'big push' is contested (Easterly's planners vs searchers); aid effects depend on recipient governance - so the dichotomy is false. <strong>Judgement (required for the top band):</strong> aid is not inherently harmful, but tied, top-down aid without accountability tends to entrench dependency - the strongest answers weigh both sides against evidence, structure paragraphs as claim-evidence-evaluation, and close with a defended verdict rather than 'both views have merit'.
❓ Practice Questions & Mark Schemes
Outline and explain two economic dimensions of globalisation. [10 marks]
Answer: (1) The growth of TNCs: firms producing or selling across multiple countries (Apple designing in California, assembling via Foxconn in China) - production chains span borders, so capital moves freely and national economies interconnect. (2) The growth of international trade and financial flows under WTO rules: falling tariffs raise export dependence, so economies rise and fall with global demand - commodity exporters are exposed to volatile world prices. Each point fully developed: definition (AO1), explanation of how it interconnects economies, and an example - two developed points earn the 10 marks.
Evaluate the view that TNCs bring more harm than benefit to developing countries. [20 marks]
Answer: Harm case (AO1/AO2): profit repatriation and tax avoidance (Starbucks-style transfer pricing); the race to the bottom in wages and conditions - Rana Plaza 2013 (over 1,100 deaths, Primark supply chain) and Foxconn assembly for Apple; environmental damage - Shell in Nigeria (Ogoniland pollution, Ken Saro-Wiwa's execution 1995). Benefit case: FDI, employment, technology and skills transfer; the NICs (South Korea, Taiwan) industrialised through export manufacturing. AO3 evaluation: effects depend on host-state regulation and bargaining power - weak states capture less benefit; harms are real but not inherent. Judgement: where states negotiate hard (South Korea, Vietnam), benefits outweigh - so the view is only partly true, and the answer must say so directly rather than sitting on the fence.
Evaluate modernisation theory as an explanation of global development. [20 marks]
Answer: Set out (AO1): Rostow's five stages - traditional society, preconditions for take-off, take-off, drive to maturity, high mass consumption - with internal barriers (values, investment) explaining underdevelopment. Support (AO2): some growth episodes fit - post-war Japan and Germany, and East Asian take-offs built on investment and education. Critiques (AO2/AO3): ethnocentric (Western consumerism as universal endpoint); ignores colonialism - Frank's dependency theory shows external extraction produced underdevelopment; one-path assumption contradicted by state-directed development (China); values claim unfalsifiable. Counterpoint: Wallerstein's world-systems absorbs the NIC evidence dependency theory cannot explain. Judgement: explains some episodes but cannot generalise - external terms of trade and colonial history demonstrably shape who develops; the strongest answers stage Rostow against Frank/Wallerstein and reach a verdict tied to evidence.
Outline and explain two environmental consequences of global development. [10 marks]
Answer: (1) Exported pollution: TNC production relocates to low-regulation states, so environmental costs fall on the weakest - e-waste dumped and burned at Agbogbloshie, Ghana. (2) Deforestation driven by global commodity demand: beef and soy exports convert forest to agriculture, releasing carbon and destroying habitats (the Amazon). Each point fully developed: definition, explanation of the global mechanism, and a named example - two developed points earn the 10 marks; a climate-change alternative is that impacts (drought, flooding, crop failure) hit developing countries hardest while they contributed least to emissions.
Evaluate feminist views on the effects of global development on women. [20 marks]
Answer: Set out (AO1/AO2): Boserup (1970) - development planning ignored women and technology transfer widened gender gaps; WID/WAD/GAD as the feminist evolution, GAD reading women's subordination as structured into development itself; Elson & Pearson - the feminisation of labour concentrates women in flexible, low-paid, insecure EPZ assembly work, while subsistence labour (water, fuel, care) remains theirs and decision-making stays male. Evidence: the Rana Plaza workforce was mostly female. Counterpoints (AO3): employment brings independence and bargaining power (Kabeer); education access has narrowed gaps; benefits vary by class and locality - intersectional caution against one universal 'women's' experience. Judgement: development has empowered some women while reproducing gendered exploitation - the GAD structural account is strongest because it explains both outcomes.