1 HOPE-TDR in a Nutshell

IN A NUTSHELL
Author's Note
PEAH readers may find the '1 HOPE-TDR in a Nutshell' synopsis informative as  the  summary below seeks to respond to key questions relating to the initiative and  the development of project proposals towards 'cultivating an active care for the world and with those with whom we share it' (Unesco).

The response to 'Why important?' may be especially timely as a 'wake-up call ' given 2025!

Anyone interested in learning more about the initiative can contact me via email glueddeke@aol.com

George Lueddeke

 By George Lueddeke PhD

Global Lead, International One Health for One Planet Education & Transdisciplinary Research Initiative (1 HOPE-TDR)

Independent advisor in Higher, Medical and One Health education / research

Southampton, United Kingdom

1 HOPE-TDR in a Nutshell

The international One Health for One Planet Education and Transdisciplinary Research initiative refers to an evolving network and an inclusive learning strategy "helping society better understand the critical importance of our relationship to each other, to other species and to the environment."

 

Origin

Building on national and international multi-disciplinary education (learning) and research initiatives, 1 HOPE-TDR stemmed from a publication entitled Survival: One Health, One Planet, One Future (2019/2020), including ‘Ten Propositions for Global Sustainability.’

Proposition #7 calls for the “unifying One Health and Wellbeing” concept (OHW) recognising the interdependence of humans, non-humans, plants and the environment to be the cornerstone of societal institutions.

Connection to the UN-2030 SDGs

The OHW concept provides the bond or glue that holds the 17 UN-2030 Sustainable Goals together to achieve a “more just, peaceful and sustainable world” calling for a new worldview: ensuring that our human needs are compatible with those of our ecosystems – air, land, sea.!

Why important

Re-orientation necessitates ‘rising above the many issues that divide us and be part of something bigger – shifting our worldview from human-centrism (‘it’s all about us’) to embracing the ‘common good’ through eco-centrism (‘it’s about all species in a shared environment).

Moving forward

New ways of thinking, learning and community engagement are key to this transformation and finding better ways (socio- economic, political, environmental) to “cultivate an active care for the world and with those with whom we share it.” (Unesco).

Awareness-raising and ‘learning engagement’ paths

Lifelong learning (formal education [all levels] and non-formal), transdisciplinary research and community engagement to better understand the root causes of the existential risks we face and explore solutions for a better world are possible paths to consider and are also the main purpose of the 1 HOPE-TDRworking groups being established across global regions -Africa, Americas, Asia, Europe, and Oceania (2025).

1 HOPE-TDR Framework and Project Funding Proposal

Completed over the past few years, the Framework provides information on the rationales, multi-level stakeholder structure/composition and evidence-based strategies for developing regional 1 HOPE-TDR project proposals (2025-2027) focusing on cultivating ‘an active care for the world and with those we whom we share it(Unesco).

Image credit: All Life Institute

GETTING INVOLVED

Either in a personal or organisational capacity, join one of the project working groups being established across Africa, Americas, Asia, Europe and Oceania regions. (Names of regional contacts: tba)

ADDITIONAL BACKGROUND INFORMATION

CLICK HERE HERE HERE

Article: Reflections on Transforming Higher Education for the 21st Century

 

 

News Flash 600: Weekly Snapshot of Public Health Challenges

News Flash Links, as part of the research project PEAH (Policies for Equitable Access to Health), aim to focus on the latest challenges by trade and governments rules to equitable access to health in resource-limited settings

Needlefish (Belone belone)

News Flash 600

Weekly Snapshot of Public Health Challenges

 

New WHO report reveals governments deprioritizing health spending

Summit of the Future: Critical Reflections From Young People

Social Community Teams’ Creation of Service Integration Through Boundary Work and Play with Their Stakeholders 

PEAH’s Way of Championing the Worst Off  by Daniele Dionisio

Are you walking the walk, or still talking the talk?

Universal health coverage is not an impossible goal

Strengthening civil society actions to combat transnational corporations

Integrating Equity Into Licensing Agreements For Taxpayer-Funded Technologies

People’s Health Dispatch Bulletin #91: Another year of struggle and resilience in global health

HRR750. THE READERS ARE NOT INTENDED TO THREATEN ANYONE OR TO MAKE MY ARGUMENTS INTO MERE PROPAGANDA

Integrated Diagnosis in Africa’s Low- and Middle-Income Countries: What Is It, What Works, and for Whom? A Realist Synthesis

MPP, ATOM, IDA Foundation, and Max Welcome FDA Approval for Hetero’s Generic Nilotinib

DNDi 2024 Year in Review

Mystery DRC outbreak officially identified as malaria

Malaria Vaccines: Turning a Scientific Triumph into Millions of Lives Saved

Dengue, Oropouche, Avian Flu Top List of Health Threats in the Americas

Poliovirus found in wastewater in Spain, Germany and Poland – what you need to know

Pepfar and Global Fund Target Rollout of HIV Prevention Injectable

Decentralizing HIV care and training to end HIV in Indonesia

Meningitis surge in Africa is linked to Sahel sand and dust storms

 A Comprehensive Approach to Polio Eradication in Pakistan  by Muhammad Noman

Estimating the health and macroeconomic burdens of tuberculosis in India, 2021–2040: A fully integrated modelling study

19 Million USD for 2025 Challenge Facility for Civil Society- Largest Ever Call for Proposals Now Open

Putting health at the heart of food systems: A European competitiveness perspective

Indigenous knowledge and leadership for climate change adaptation in nutrition

The ‘blue economy’ myth: We have to stop thinking the ocean can be run like a business

Climate change in the Arctic is a wake-up call for the Global South

America’s Climate Carousel

The 2024 China report of the Lancet Countdown on health and climate change: launching a new low-carbon, healthy journey

Nations turn to ICJ for clarity on climate accountability

 

 

 

 

 

 

A Comprehensive Approach to Polio Eradication in Pakistan

IN A NUTSHELL
Author's note
Communication, Vaccination, and Documentation strategies are not only essential for ensuring the successful delivery of the polio vaccine but are also fundamental in building trust, improving efficiency, and ensuring the sustainability of immunization efforts.

This article explores the intersection of these strategies with the core skills, illustrating how their synergy is critical to addressing the remaining gaps in polio eradication in Pakistan

By Muhammad Noman

Healthcare System, CHIP Training and Consulting

Quetta, Balochistan Pakistan

A Comprehensive Approach to Polio Eradication in Pakistan

Leveraging CBV, SMT, and MT with Essential Skills

 

Polio eradication remains one of the most significant global public health challenges, demanding coordinated efforts across various stakeholders and regions. The Government and partners have mobilized substantial resources to combat the disease, which has been responsible for disability and death in children worldwide. Over the years, Supplementary immunisation activities conducted three primary strategies have emerged as vital tools for reaching the ultimate goal of polio eradication: Community-Based Vaccination (CBV), Special Mobile Teams (SMT), and Mobile Teams (MT). These strategies aim to ensure that no child is left behind, especially in hard-to-reach areas where polio transmission remains a threat.

While these strategies are central to the success of the polio eradication campaigns, their effectiveness is directly tied to the development and application of three key skills: communication, vaccination, and documentation. These skills are not only essential for ensuring the successful delivery of the polio vaccine but are also fundamental in building trust, improving efficiency, and ensuring the sustainability of immunization efforts. This article explores the intersection of these strategies with the core skills, illustrating how their synergy is critical to addressing the remaining gaps in polio eradication.

Pakistan’s Polio Crisis: 63 Cases and the Urgent Need for a Solution

As of 2024, Pakistan is grappling with a significant polio crisis. With 63 confirmed cases of polio, the country is one of the few remaining places in the world where the virus is still endemic. While much progress has been made in reducing polio incidence globally, Pakistan’s struggle continues, and it underscores the need for immediate action, as several key issues persist.

The country faces multiple challenges that hinder its progress toward complete eradication. These challenges are deeply embedded in the socio-political fabric of the nation and must be addressed for the strategies to be effective. Pakistan’s polio eradication efforts, including CBV, SMT, and MT, have been complicated by systemic issues such as hidden children, mobile and migrant populations, gaps in the Expanded Program on Immunization (EPI), human resource challenges, and cultural resistance.

Key Issues Hindering Polio Eradication in Pakistan

Grey Houses or Hidden Children:

One of the major challenges in polio eradication efforts is the issue of grey houses or hidden children. In Pakistan, some families intentionally hide their children during vaccination campaigns, either out of fear of the vaccine or cultural resistance to immunization. In urban and rural areas alike, vaccinating children in these households is a significant barrier. This contributes to missed vaccination opportunities and results in outbreaks, as pockets of unvaccinated children allow the virus to spread unnoticed.

Mobile and Migrant Populations:

Mobile and migrant populations present another complex issue. These groups, which include labourers, seasonal workers, and refugees, often move across regions, making it difficult to track and vaccinate children consistently. Areas with high turnover rates—such as border regions or migrant settlements—are at increased risk of polio transmission, as children in these populations may not receive all doses of the vaccine.

Incomplete Immunization of Children:

Despite extensive efforts to provide immunization, many children in Pakistan remain under-immunized. Factors contributing to incomplete immunization include logistical barriers, vaccine hesitancy, lack of awareness, and access issues. Children who miss a dose or do not complete the full vaccination schedule are vulnerable to polio, especially in areas where the virus still circulates.

Human Resource Issues:

The polio eradication program has faced significant challenges with its human resources. The issue of appointing the right person in the right position is critical. In many instances, frontline workers, Supervisors, UC level staff and etc are not placed in areas based on merit, which leads to inefficiencies and lack of local knowledge. There is also a gap in adequate training and support for frontline workers, which compromises the quality of service delivery.

Top-Down Strategy Without Ground Reflection:

Polio eradication strategies are often designed and implemented from the top-down, with limited input from the communities affected by the disease. This approach often fails to account for local conditions, cultural practices, and the specific needs of each region. Ground-level issues, such as accessibility and resistance to vaccination, are often not fully reflected in the strategic planning, leading to ineffective implementation in certain areas.

Limited Involvement of the EPI Department:

The Expanded Program on Immunization (EPI), which is responsible for routine immunization, has not been fully integrated into polio eradication efforts. This lack of coordination has led to missed opportunities for strengthening the immunization system and ensuring that polio vaccines are delivered as part of regular health services. The absence of a strong partnership between the EPI department and the polio teams weakens the overall immunization infrastructure.

Community Input and Multi-Sectoral Engagement:

A significant gap in Pakistan’s polio eradication program is the lack of community involvement in planning and implementation. Communities, who are directly affected by the disease, are not sufficiently engaged in the decision-making process. Additionally, other sectors such as education, media, and religious leaders have not been adequately involved in the effort. Cultural resistance to vaccination, particularly in certain provinces, could be mitigated by better community-based interventions, collaboration, and culturally sensitive communication strategies.

Cultural and Religious Resistance:

In certain areas, polio vaccination campaigns are met with resistance, either due to cultural beliefs or religious misconceptions. This resistance is further exacerbated by misinformation, which is often spread through social media or local networks. Despite the efforts of health workers, these areas remain difficult to penetrate, and children remain unvaccinated, contributing to outbreaks and transmission.

The Role of CBV, SMT, and MT in Addressing These Issues

Despite these challenges, strategies such as CBV, SMT, and MT remain crucial in addressing the gaps and ensuring every child is vaccinated.

Community-Based Vaccination (CBV):

CBV addresses some of the key challenges, such as grey houses and incomplete immunization. By engaging local community CHWs (community health workers), often from the community itself, this strategy builds trust with families and ensures that no child is missed. In Pakistan, CBV has proven effective in reaching unban, remote areas and Tier 1, Super high risk areas persuading families to vaccinate their children.

However, to make CBV more effective, communication strategies need to be tailored to address local cultural beliefs and resistance. Local leaders, teachers, and religious figures must be engaged in spreading accurate information to combat misinformation.

Community-Based Vaccination (CBV) is a pivotal strategy in Pakistan’s ongoing battle against polio, particularly in areas that are difficult to reach or where families are more resistant to vaccination. This approach involves trained frontline workers who conduct door-to-door campaigns, vaccinating children under five years old. CBV relies heavily on community engagement to build trust and ensure acceptance of the polio vaccine, addressing concerns and overcoming vaccine hesitancy. These workers, often familiar with the local population, are in a unique position to address myths and misinformation, providing critical education about the benefits of vaccination.

One of the core challenges of CBV is the logistical complexity, including maintaining the cold chain to preserve the vaccine’s efficacy, and ensuring timely delivery in remote areas. Furthermore, accurate and reliable documentation is essential, as it helps track the vaccination status of each child and informs future campaigns. Proper door marking and recording of data also help identify children who may have missed previous doses. Despite these obstacles, CBV has successfully reached vulnerable populations, significantly reducing the incidence of polio, especially in high-risk districts.

While CBV has demonstrated success, its effectiveness is often contingent on the involvement of various sectors, including local government, health authorities, and the community itself. Integrating CBV into broader healthcare and social mobilization strategies ensures that more children are immunized, and polio transmission can be stopped. Nevertheless, maintaining quality control, adapting to local cultural nuances, and addressing resource gaps remain critical for enhancing the impact of CBV in polio eradication efforts.

Special Mobile Teams (SMT):

SMT plays a critical role in reaching high-risk populations, particularly those that are mobile or reside in difficult-to-reach areas. In Pakistan, SMTs are deployed to areas with large migrant populations or where grey houses are prevalent. They have been instrumental in responding to outbreaks and vaccinating children who may have missed their scheduled doses.

SMT are temporary two-member teams hired exclusively for polio campaigns, typically for a duration of 10 days. These teams operate in areas with mobile, migrant, or underserved populations, ensuring children under five years old are vaccinated against polio. SMT members are tasked with a triad of responsibilities: communication, where they engage with parents to provide accurate vaccine information and address concerns; vaccination, ensuring the administration of oral polio drops following standard operating procedures (SOPs) and marking each child to track coverage; and documentation, accurately recording vaccination data and door marking to reflect the status of each household.

Mobile Teams (MT):

These are temporary, volunteer-based teams covering most areas of the country. They typically work in pairs, visiting door-to-door to vaccinate children and record data. MTs are particularly effective in regions without dedicated local vaccinators, though their temporary nature can limit sustained impact.

Essential Skills for Effective Polio Vaccination Campaigns

To tackle the issues faced by the polio eradication program in Pakistan, enhancing the skills of frontline workers is critical. These skills—communication, vaccination and documentation—serve as the backbone of any vaccination strategy and play a significant role in overcoming existing challenges.

Communication Skills:

Effective communication is vital for engaging communities and addressing vaccine hesitancy, particularly in regions with cultural resistance. It is essential to use culturally sensitive messaging, involve local leaders, and ensure that frontline workers can engage with families effectively.

Frontline workers often encounter parents or caregivers who may have questions or concerns about polio vaccination. It is essential for FLWs to ask operational questions that help them understand the specific situation of each child. By asking questions, FLWs can identify any gaps in vaccination coverage, potential refusals, or other issues that may prevent a child from receiving the vaccine. The aim is to ensure that the child receives the vaccine at the right time, and any concerns are addressed professionally.

Parents’ cooperation is crucial for successful immunization campaigns. FLWs need to effectively communicate the importance of the polio vaccine, dispelling myths and addressing any concerns. This can include: Explaining the safety and effectiveness of the polio vaccine, highlighting that it is a critical tool in protecting children from lifelong disability. Answering any questions regarding side effects or misconceptions, ensuring that parents feel heard and supported.

Using culturally appropriate methods of communication to make sure the message resonates with families. For example, if parents are concerned about the vaccine’s safety, FLWs might explain the rigorous processes the vaccines go through before being approved.

By encouraging a dialogue and ensuring all concerns are addressed, FLWs can enhance the likelihood of parents allowing their children to be vaccinated.

Vaccination Skills:

FLWs must be well-trained in proper vaccination techniques and ensure the vaccines are administered correctly. They also need to be able to manage the logistics of immunization, such as cold chain maintenance, to guarantee that the vaccines remain effective throughout the process.

When it comes to administering the oral polio vaccine (OPV), frontline workers follow strict Standard Operating Procedures (SOPs) to ensure the vaccine is delivered correctly: Administering 2 drops of the OPV to each child under five years of age, following precise guidelines to ensure correct dosage.

Monitoring for compliance with vaccination procedures to prevent any missed opportunities or errors. For example, if the child spits out the drops or is unable to swallow, FLWs must ensure a second dose is given to ensure full vaccination.

Maintaining the cold chain is vital for preserving the effectiveness of the polio vaccine. FLWs are responsible for: Ensuring that the vaccine is stored at the correct temperature and transported properly to prevent any loss of potency.

Carrying portable cold boxes to keep the vaccine at the required temperature when delivering it in remote areas or communities with limited access to refrigeration.

Proper cold chain management ensures that the vaccine remains effective and safe for use in all areas, especially in difficult-to-reach regions.

After administering the vaccine, FLWs mark the child’s finger with indelible ink (usually purple) to indicate that the child has been vaccinated. This mark serves several purposes:

Visual confirmation: It helps other vaccinators and community members see that the child has been vaccinated, reducing the likelihood of missed doses.

Prevention of double vaccination: In some areas, especially those with mobile or migrant populations, it is essential to ensure that children who have already been vaccinated are not given additional doses.

While the marking is critical for ensuring proper tracking, finger marking should not be used for tracking vaccination coverage. It is simply a method of confirming that a child has received the vaccine during a particular campaign.

Documentation Skills:

Accurate and comprehensive documentation is essential to ensure that every child is vaccinated. Data collection allows teams to track progress, monitor vaccination coverage, and identify areas that need further attention. It also ensures accountability and transparency in the program’s implementation.

Accurate documentation is essential for monitoring the success of immunization campaigns and identifying areas where further action is needed. Frontline workers must:

Document the vaccination status of each child at the time of visit. This includes noting whether the child has received the polio vaccine during the current campaign, as well as tracking their overall vaccination history.

Update door marking: Each house or household is marked with a symbol or sign to indicate the vaccination status of the children inside. This ensures that vaccinators know which households have been visited and whether any children need a follow-up dose. Door marking is a key component of ensuring that all eligible children are vaccinated during a campaign.

During post-campaign reviews, the data collected by FLWs on missed children is analysed to identify trends and hotspots. This enables the program to:

Plan for follow-up visits in areas where vaccination rates are low.

Target high-risk populations, such as those in mobile or migrant communities, who might be harder to reach during routine campaigns.

Accurate and thorough documentation plays a crucial role in ensuring that every child receives their vaccination, even if they miss the initial round.

Conclusion: The Path Forward

Pakistan’s struggle with polio is a complex issue that cannot be solved with a one-size-fits-all approach. Addressing the root causes—such as hidden children, mobile populations, gaps in immunization, human resource issues, and community engagement—requires a multi-pronged effort. By improving the integration of CBV, SMT, and MT strategies with better training in communication, vaccination, and documentation skills, Pakistan can make substantial progress in its fight against polio.

To achieve a polio-free Pakistan, the following steps must be prioritized:

  • Engage local communities and cultural leaders in the planning and execution of vaccination campaigns.
  • Strengthen the partnership between the EPI and polio teams.
  • Improve the human resource system to ensure the right people are in the right places, and provide proper training and support to health workers.
  • Address gaps in communication to overcome resistance and improve vaccine acceptance.

In the fight against polio, communication, vaccination, and documentation are interconnected and critical components of the operation. Frontline workers must engage with parents and communities to ensure understanding and cooperation, administer vaccines safely while maintaining cold chain standards, and keep accurate records of vaccination statuses to guide follow-up efforts. When these three skills are applied effectively, they ensure that no child is left behind in the battle to eradicate polio. By focusing on these skills, the polio eradication campaign can achieve greater success, overcome challenges, and move closer to a polio-free world.

By addressing these issues and continuing to improve the effectiveness of vaccination campaigns, Pakistan can eliminate polio and contribute to the global goal of polio eradication.

By the same Author on PEAH 

Empowering Gray House Communities Towards Vaccination Efforts: Navigating Fake Vaccination, Mobilizing Influencers, and Cultivating Trust

Bridging the Gap: Elevating Preventive Healthcare in Pakistan’s Health Agenda

Polio Eradication Strategies and Challenges: Navigating Hidden Risks

The Gray Houses Polio Eradication Initiative: A Case Study on Identifying and Vaccinating Hidden Children

  Balochistan Primary Healthcare: What Has Been Done and What Needs to Improve?

Decision Makers’ Perception of the Performance and Salary of UC Polio Officers in Pakistan

Polio Eradication Programme in Pakistan: Critical Analysis from 1999 to 2023 

PEAH’s Way of Championing the Worst Off

IN A NUTSHELL
Author's Note
 

…PEAH engages, under One Health perspective, with the best options for use of trade and government rules related to public health first and foremost in the resource-limited settings. In so doing, while aligning with World Health Organization’s definition of Health as a state of complete physical, mental and social well-being and not merely the absence of disease or infirmity, PEAH is aware that the health of people is closely connected to the health of animals and our shared environment…

By Daniele Dionisio

PEAH – Policies for Equitable Access to Health

PEAH’s Way of Championing the Worst Off

A No-Stop Voice in the One Health Arena

An English-language platform run by Daniele Dionisio, PEAH (acronym for Policies for Equitable Access to Health) has been serving for several years now as an independent blog aligning with the scope and aims of the European Parliament Working Group on Innovation, Access to Medicines and Poverty-Related Diseases.

An observatory of challenging health issues, PEAH acts as a space open to contributions from everywhere and an internationally oriented forum for debate, sharing and denunciation of undermining threats to fair access to care and treatments from a comprehensive view encompassing the policies, strategies and practices of all involved actors.

In a nutshell, PEAH aims to face ALL health priority challenges including, though not limited to, climate and environment safeguarding, fair access to care, medicines and food, protection of disadvantaged/discriminated people and cultural diversity.

PEAH operates without any monetary grant/funding/support. Nonetheless, it benefits from world scale audience actively coming to the website, while relying to date on around ten thousand regular followers whose numbers are on the rise on daily basis. These people, largely including academics and stakeholders from a number of leading institutions and organisations worldwide, continue writing articles for PEAH, as shown by our Featuring section

Why Was PEAH Conceived?

Because any initiative for equity is to-the-point and should not be given up at a time when the effects of industry and governments’ policies on non-discriminatory access to appropriate care and treatments add to their negative impact on ecosystems as an issue of global concern in the One Health arena.

This is what is actually happening in a world where climate and environmental disruption is pressing, while more than half of the people in poor countries rely on less than $2 per day, and lifesaving medicines are under prolonged patent regimes which are further exacerbated by trade agreements and governments’ choices turning agendas into policies which protect monopolistic interests at the expense of unbiased access to key treatments.

Overall, this puts the finger in ‘the wound that will not heal’, wherein non-stop multi-sector engagement worldwide is required to pressure decision makers into “U-turn” changes implementing common measures on shared agenda. Really hard bet in these times of neoliberal globalization underpinning unfettered trade liberalization, where collusion of national-transnational corporations with their political counterparts comes as no surprise.

With the result that public health interest almost regularly succumbs to the interest of the powerful.

Against this scenario, PEAH adds itself to silver lining voices boosting towards climate, ecosystems safeguarding and more inclusive, equitable directions for care, treatments, health technologies access for all.

Main Themes

PEAH engages, under One Health perspective, with the best options for use of trade and government rules related to public health first and foremost in the resource-limited countries. In so doing, while aligning with World Health Organization’s definition of Health as a state of complete physical, mental and social well-being and not merely the absence of disease or infirmity, PEAH is aware that the health of people is closely connected to the health of animals and our shared environment. Its critical lens includes:

-the effects of current trade agreements and intellectual property (IP) standards on access to health services and appropriate, high-quality medicines.

-the opportunities offered by new financing mechanisms and innovation models for fair access to care, food and treatments and the development of medicines for diseases that disproportionately affect the resource constrained settings.

-protection of disadvantaged/discriminated people and cultural diversity.

-reliable ways for better coherence and collaboration among stakeholders supposed to streamline access to health priorities.

-re-oriented practices and behaviours by governments, corporations and civil society toward reversing climate deterioration, where it must be kept in mind that What is good for nonhumans and the Earth is virtually always in the best interests of humans, given the profound interdependence of all life.”

PEAH Structure

While publishing online original articles, PEAH underpins, revives and supports any initiatives and news from humanitarian field realities in a vast, international network.

To this effect, PEAH is organized into pages and columns constantly enriched with new content. They include, though are not limited to:

Recent posts main page: original contributions and interviews

Weekly News Flash column: health breaking news from everywhere

Featuring column: live list in cronological order of what posted in the main page

Blogroll column: one click explorable links to worldwide health centered websites

In the Public Eye: a dedicated page to PEAH quotations from everywhere

Want to Contribute an Article to PEAH?

Spontaneous submissions in the form of articles, editorials and blogs are welcome. Pieces dealing with the priorities and challenges first and foremost in the resource-limited countries, including for fair access to high-quality health treatments and care, food, and for climate/environment safeguarding would be to the point: https://www.peah.it/spontaneous-article-submissions/

No editorial requirements or limitations as regards the length and structure of the articles, and the authors are invited to incorporate references as hyperlinks directly in the text.

Upon editor’s acceptance, manuscripts will enjoy free of charge, immediate online publication for circulation throughout PEAH network and sharing on social media platforms.

Authors are free to re-publish their pieces from PEAH, provided that PEAH quotation as the original source is included together with proper web-link.

If you wish to contribute, please submit to PEAH editor at danieledionisio1@gmail.com
A Few Examples

Interested readers are invited to access PEAH website and gain direct insight into the still underway critical issues for which PEAH has been acting and continues to serve as spokesperson in terms of denunciation and debate, in unison with the authors of individual contributions. But a few examples below:

Ethical Equity Redistribution/Contribution to Global Good  by Juan Garay

WHO and Immigrant Health Workers: A Social Justice Perspective  by Raymond Saner

Creating Aspirations in Aspiration District Yadgir, a Pre-Industrial Pocket of India  by Veena S Rao

Holistic Systemic Change to Care for All Life on Earth  by George Lueddeke

Bridging the Gap: Elevating Preventive Healthcare in Pakistan’s Health Agenda  by Muhammad Noman 

Interview: Liele Netsanet, Gainhopes organization, Ethiopia  by Daniele Dionisio

Unmasking Gender Inequities in Health: Research Findings & A Roadmap to Gender-Equitable UHC  by Philip J Gover

GER-Rwanda 2022-2024 Activity Report  by Innocent Musore

Interview: Joan Kembabazi, Gufasha Girls Foundation, Uganda  by Daniele Dionisio

Lessons From Ecuador: A One Health Perspective  by Laura H. Kahn

The Pandemic as Tipping Point, Revisited  by Ted Schrecker

WHO, the Right to Health and the Climate Crisis – What Advice for the ICJ?  by David Patterson

Effective Reduction of Antibiotic Use in Dairy Farming through Ethnovet Medicine as Part of an Integrated Livestock Health Approach  by Katrien van’t Hooft

Corona-Policy-Chaos and Health for All  by Judith Richter

Bundle of Joy or Cause for Shame? Just What Mothers in the Kenyan Informal Settlements Face. A Tale of Inequalities in Maternal Health Service Delivery  by Reagun Andera Odhiambo

Economic Growth, Accessibility, and COVID-19: a Policy Analysis Examining a Decade of Greater Alcohol Liberalization in Ontario by Yipeng Ge, Elspeth McTavish, Rohit Vijh, Lawrence Loh

Covid-19 Vaccines – On Fairness and Distribution  by Iris Borowy 

 

 

 

 

 

 

 

 

 

News Flash 599: Weekly Snapshot of Public Health Challenges

News Flash Links, as part of the research project PEAH (Policies for Equitable Access to Health), aim to focus on the latest challenges by trade and governments rules to equitable access to health in resource-limited settings

Aeolian islands (Italy): sealife

News Flash 599

Weekly Snapshot of Public Health Challenges

 

Africa’s Time – Delivering Transformation via Innovation

Ethical Equity Redistribution/Contribution to Global Good  by Juan Garay

The urgent need for a One Health approach

UN health agency approves ‘groundbreaking’ TB test

Reinvigorated global efforts needed to curb rising malaria threat

Global Malaria Progress Stalled With Nearly 600,000 Deaths in 2023

Data rules: How numbers turned our HIV plans

Climate Change Now Responsible for Nearly One Fifth of Dengue Cases in the Americas and Asia

Zambians Shaken by Cholera Outbreak Face Another Rainy Season

A WORLD OF HARM: How U.S. Taxpayers Fund the Global War on Drugs Over Evidence-Based Health Responses

HRR 749. AT THIS PIVOTAL JUNCTURE, UNITING CLAIM HOLDERS, ACADEMICS AND THE BROADER PUBLIC IS NOT JUST AN INVITATION BUT AN IMPERATIVE

Human trafficking rises sharply after dropping during pandemic, UN says

Gender-based violence in health

Prevention isn’t an option, it’s a necessity

How Do Pakistani Parents’ Preferences Drive Investments in Their Girls?

Humanitarian action in the era of feminist foreign policy: narratives, ambition and opposition in Canada and Germany

UN treaty on transnational corporations must put people over profit

Stop Big Food and transform food systems

Levels of global acute malnutrition have doubled since last year in parts of northwest Nigeria

‘For the Human Race, Ignoring the Climate Emergency Is No Longer an Option’

Small island nations face climate-induced ‘catastrophe’, warn experts

Robots are helping restore lost seagrass meadows

Minke Whales: Navigating Survival in a Changing Ocean

Plastic Treaty fails: can Codex change and prioritise human and planetary health?

The failed Busan negotiations show good science and flexibility are needed to secure a plastics treaty

Sustaining our quality of life: food security, water and nature

The loss and damage fund should open for business in 2025. Will it be fit for purpose?

‘Drowning’ Maldives mangroves raise conservation alarm

On climate change, the international court of justice faces a pivotal choice

Unveiling the Antarctic ‘plastisphere’, a unique and potentially hazardous new ecosystem – new research

 

 

 

 

 

 

 

Ethical Equity Redistribution and Contribution to Global Good

IN A NUTSHELL
Author's Note
The current inequitable distribution of resources between countries results in the loss of 10% of the potential human life that could be feasible for all and sustainable within nature's cycles. In this paper, we present a stepwise approach for the logical and ethical redistribution of resources between countries that would help preserve human life, maintain natural cycles, and foster knowledge advancement toward improved wellbeing in harmony with nature. This approach involves first reallocating resources above the hoarding threshold, then addressing those above the excess threshold, thereby releasing approximately 30% of the world’s GDP that is disconnected from human wellbeing, contributes to environmental degradation, and undermines the prospects for future generations. The final step is to smooth the distribution into a normal bell curve based on equity, collaboration, and ecological balance

By Juan Garay

Professor of global health equity in Spain (ENS), Mexico (UNACH) and Cuba (ELAM, UCLV and UNAH), principal researcher of FioCruz Institute, Brazil

Ethical Equity Redistribution/Contribution to Global Good

 

Introduction

In previous articles and interactive SHEM webinars[i], we have identified ethical ecological thresholds for the remainder of the century[ii], developed models for healthy, replicable, and sustainable national practices[iii], examined the burden of health inequity to measure the gap from the global shared health goal[iv], and outlined the thresholds for equitable resource distribution that define the equity curve[v]. In this paper, we analyze what it would take to transform the current unjust distribution of resources—causing both intra- and intergenerational inequity and loss of life (human and other forms)—into systems that align with the universal right to health. We also explore approaches that preserve nature for future generations, reduce global work and production, and promote the advancement of knowledge to enhance human wellbeing in harmony with the environment.

Scene setting

The extreme inequalities in how humankind distributes natural resources and transforms them into goods and exchange systems are directly linked to the state of well-being, as reflected in life expectancy at birth. We have identified countries that achieve the “best feasible level of health,” meeting criteria such as higher-than-average life expectancy while relying on feasible means for all: sustainable (intergenerational) use of natural resources (planetary boundaries) and replicable levels of goods and services exchange (GDP per capita in various units). These benchmarks allow us to measure progress toward the globally shared goal of well-being and health for all nations, as outlined in the WHO Constitution (1948): the best feasible level of health for all people[vi].

The gap from this shared goal—defined as the burden of health inequity—is measured either as a net figure (number of excess deaths or life-years lost) or as a relative proportion (percentage of all deaths or population-years). Over the past 40 years, this gap has remained largely stable, with 25-30% of all deaths attributable to global injustice, resulting in the loss of approximately 10% of human life potential due to inequity[vii].

Identifying the best feasible health reference levels also enables us to define the minimum level of economic exchange capacity (GDP per capita) below which no country has achieved universal access to health or the best feasible health—a threshold we call the “dignity threshold.”[viii] This threshold is less than half the global average GDP per capita. Yet, around half the world’s population lives in countries where the national average GDP per capita falls below this dignity threshold, leaving billions deprived of the global health goal and the universal right to health measured in life years achievable for all.

This deficit, which denies over 4 billion people the opportunity to lead healthy lives, amounts to approximately 7% of the world’s economic resources. Addressing this deficit would require redistributing wealth from the top 5% population living in the GDP pc- richest nations—those with GDP per capita levels more than five times the world average and over ten times the dignity threshold. We refer to this upper limit as the “hoarding threshold.” Redistribution from hoarding to deficit is a critical first step toward achieving economic and health equity and justice.

However, the global average GDP per capita is itself unsustainable in terms of natural resource consumption. We have identified the resource levels that enable the best well-being and health outcomes (highest levels of life expectancy at birth), even if not universally replicable or sustainable. Some subnational references demonstrate that maximum well-being requires no more than twice the world average economic exchange (GDP per capita). Beyond this level, well-being does not improve further—referred to by some as “wasted GDP”[ix]—and continued economic excess accelerates environmental destruction and undermines future generations (hence becoming “toxic GDP”[x]). We term this upper boundary the “excess threshold.”

Ensuring the best feasible health for all humans, including future generations, hinges on the principle that no one should have more than is necessary to enjoy the highest levels of well-being and lifespan. Fair societies and nations require living within equity margins—from the dignity threshold to the excess threshold. Achieving this would reduce the world’s GDP (production, trade, consumption, speculation) by 30% while increasing 10% human life and wellbeing and preserving those levels for coming generations by respecting and caring for nature. Moreover, such equitable and sustainable degrowth could direct 10% of economic resources toward the collective advancement of knowledge (independent of market dynamics) -over 10 times the present levels[xi]-and reduce one-fifth of the time and energy spent on working, producing, and consuming (as some countries are beginning to consider[xii]), improving progressively and in a sustainable way human wellbeing in our shared planet.

What does this vision require?

We must first understand the current distribution of economic resources and design redistributive systems that lead to global equity and justice. The calculations and graphs presented here aim to define these pathways.

World present levels of distribution of resources

We analyze the distribution of resources among countries by levels of GDP per capita (GDP pc), which reflects the means and capacity to access and control natural and manufactured goods and the services associated with them.

The graph below shows the cumulative population (horizontal axis) and GDP (vertical axis) of all countries in 2023, arranged from the lowest to the highest GDP pc. This distribution is compared to a hypothetical egalitarian scenario, where all individuals would have equal economic means. The gap between the two curves represents the Gini index[xiii], a measure of inequality: it would be zero in a perfectly equal society and one if all resources were concentrated in a single entity. Currently, the global GDP Gini index stands at 0.52, indicating that the world is more than halfway to complete inequality.

Each dot on the graph represents a country. The horizontal length corresponds to its population (with India and China being the largest), and the steepness of the curve reflects the country’s economic capacity or use, which increases with GDP pc. GDP pc ranges from the lowest in Burundi ($262 per capita) to the highest in Monaco ($218,375 per capita)—a difference of 833 times.

Figure 1 Current international GDP distribution vs egalitarian model, Gini index 2023

Given the large variation in the population size of countries, we have disaggregated data in the three largest countries in terms of population – India, China and the USA-. The resulting curve is displayed below. As disaggregation evens the differences between the mentioned countries and the rest, the Gini index is reduced to 0.50. Higher levels of disaggregation applied to all countries would smooth the curve of cumulative income and slightly reduce the Gini index, as we will later see with the normal distribution, even if skewed, the tendency of any distribution.

Figure 2 International Gini curve with disagregation by subnational data form India, China and the USA, 2023

While the Gini index decreases with higher disaggregation of Population/GDP pc/GDP in the three largest countries, the range also increases, with lowest GDP pc still in Burundi and highest in Columbia/USA, with 263,220 $ GDP pc, that is, over a thousand times higher than the lowest national average. Interestingly Columbia state/ Washington DC, has concentrated as well the highest political and military power in the world in the last 60 years.

Figure 3 Distribution of population and GDP by countries listed by GDP pc levels, 2023

The graph above displays the distribution of the population (orange bars) and GDP (grey line) by country, from lowest to highest GDP pc. It shows a clear disconnect between people in the mid and left side, and the majority of resources, concentrated in the right side, with the highest peak corresponding to the USA.

When plotted by the levels of GDP pc, as below, the graph is even more telling, with a large share of the population (orange line) below 12,000 $ GDP pc and a large share of the GDP above $50,000, with countries in the “far right” with low shares of the world´s population yet concentrating high GDP shares. As we plot here countries´ population and GDP, the three main peaks are with India (much lower GDP than the proportionate population), China (both quite even -as China´s GDP pc is very close to the world average) and the USA (with much higher GDP share than its population).

Figure 4 Distribution of international population and GDP by GDP pc intervals, 2023

The graph below includes the relation of the above representation of the international population and GDP, with the 2equity zones” defined by the above-mentioned thresholds: deficit, equity, excess and hoarding.

Figure 5 Relation of world´s population and GDP with equity zones and thresholds, 2023

The graph above illustrates the deficit zone, below 3880$ GDP pc with the high population peak of India; the countries in the equity range (above the dignity threshold and below the excess threshold of 21,838 $ GDP pc), with the China population and GDP peak at the center, the excess zone (between the excess and hoarding thresholds) with lower peaks of population yet higher in GDP (mostly European countries, Canada and Japan) and the hoarding zone (with GDP pc above 52977 $), with the high GDP peak of the USA and spread out of other smaller countries in population concentrating resources at the far right.

Figure 6 Excess deaths (net burden of health inequity) by national average GDP pc intervals, 2023

As mentioned in the introduction, the distribution of the people in the world according to their national average GDP pc is related to the loss of human life. The above graph depicts the levels of excess deaths (net burden of health inequity) by country, with almost 90% of them taking place in the deficit zone, with GDP pc below the dignity threshold.

So, what would the world require as economic flows/redistribution between countries to enable a humanity in equity saving lives, the planet and preserving and improving the living conditions of coming generations?

Redistribution flows towards sustainable equity

The graph below shows how the international distribution of average GDP pc would look like if the countries in the hoarding zone[1] would redistribute their GDP pc above the hoarding threshold of 52,977$ GDP pc to the countries in the deficit zone below 3,880 $ GDP pc. It would result in a distribution of the world population between dignity and hoarding levels, with three peaks of population: some half of the world population with the dignity GDP pc, a peak around the middle representing China´s close to 20% of the world´s population and a peak of some 5% of the world population yet with, even after redistribution, a quarter of all world´s economic capacity.

Figure 7 Redistribution from current to hoarding-to-deficit redistribution, by countries' population and GDP according to GDP pc levels

The following step would be to redistribute the unnecessary-for-wellbeing excess GDP pc (above 21,838 $ GDP pc) to the equity zone. The graph below represents that scenario where besides all countries having at least average GDP pc above the dignity threshold, a billion people (one in eight) would have the same excess GDP pc threshold levels, and concentrate some 20% of the world´s resources vs. the present share of half of the world´s income, and wealth. Currently, more than half of the GDP in the excess and hoarding zones is effectively “wasted”—providing no additional benefit to human wellbeing—and “toxic,” as it perpetuates inequality (by denying dignified living conditions to half the world’s population) and causes significant environmental harm (through excessive carbon emissions and ecological degradation).

Figure 8  Redistribution from current to excess-to-deficit redistribution, by countries' population and GDP according to GDP pc levels

The graphs above are artificially clustered around peaks due to the use of national average concentrations, particularly for the largest countries. As shown in the earlier graphs, disaggregating the data further—by subnational regions, districts, communities, and individual GDP per capita levels—would smooth the distribution curve, shifting it closer to a normal bell-shaped curve, albeit skewed. This skewness, as the graphs predict, would be heavily biased to the right, reflecting the concentration of resources among a small minority.

Figure 9 Normal distribution of the world´s population by countries ‘GDP pc after H2D and E2D redistributions

The graph above illustrates how the normal distribution would appear in the two redistribution scenarios described: Hoarding to Deficit (H2D) and Excess to Deficit (E2D), while maintaining the current world average GDP per capita. In the H2D scenario, the midpoint between the dignity and hoarding thresholds would be significantly higher than the present world GDP per capita average, resulting in a curve that is strongly skewed to the right. In contrast, the redistribution curve for the dignity-to-excess scenario would have its midpoint closer to the current global average GDP per capita. This would create a distribution that is nearly symmetric, and it could even become slightly skewed to the left if the average GDP per capita were reduced. This reduction would occur as GDP above the excess threshold is redistributed to the deficit zone. The process would eliminate wasted and toxic GDP, allowing for a global reduction in working days and hours (currently tied to competitive systems of education, labor, production, trade, and consumption) while still enabling a fivefold increase in investment toward advancing knowledge. Crucially, this approach would shift focus from competition to collaboration, converting extreme profits and patents into global public goods[xiv].

Figure 10 Current, H2D, E2D and their normal distributions, of international population and GDP by GDP pc levels

Based on the analysis above, we can represent the current distribution of the world’s financial exchange capacity—closely correlated with wealth, typically averaging five times the GDP per capita—and the resulting redistribution curves. These curves reflect the reallocation of wasted/toxic GDP from hoarding and excess zones to the deficit zone, as depicted in the graph above.

The following table provides a summary of the central and dispersion measures for the current distribution, as well as for the Hoarding-to-Deficit (H2D) and Excess-to-Deficit (E2D) redistribution scenarios.

Table 1 Central and dispersion measures of current, H2D and E2D international distribution of resources

The data reveal that, under the Excess-to-Deficit (E2D) model, the average GDP per capita could decrease by 23.8%, which would help reduce working hours globally while facilitating the advancement of collective knowledge and promoting human wellbeing in harmony with nature. The dispersion measures indicate that the standard deviation, coefficient of variation, range, and ratio of extreme values, as well as the Gini index, would all gradually decrease. This shift would make the distribution of GDP per capita more even across different population percentiles.

Currently, the highest GDP per capita is more than 800 times higher than the lowest (over 1,000 times if disaggregated at subnational levels), and the wealthiest 10% of countries control almost half of the world’s income and wealth. Meanwhile, the poorest half of humanity has access to less than 10% of global wealth and economic exchanges. This extreme inequality would progressively change through a logical (minimizing wasted GDP) and ethical (redirecting from hoarding and excess to deficit and wellbeing) approach. In this new scenario, the ratio between the highest and lowest GDP per capita would be 5.6 times, and the wealthiest 10% of countries would retain significant advantages, though limited to a quarter of the world’s total income and wealth. The poorest half would then gain access to 22% of global income and wealth.

The table below further explores how redistributing resources within the excess to deficit thresholds could smooth the distribution, shifting it from a bipolar shape (where half of the world’s resources are concentrated at both extremes of the equity curve) to a bell-shaped normal distribution. This trend could continue toward an egalitarian (utopian?) distribution, where disparities in property and social hierarchies would disappear, and all individuals would have equal means to enjoy life and contribute to the common good while living in balance with nature.

Table 2 Central and dispersion measures of current, E2D and normal E2D normal distribution of international GDP

As shown in the table above, grouping GDP per capita into intervals to compare current and redistribution scenarios reduces the current Gini index to 0.41 by merging values in $500 per capita intervals. In the transition from the Excess-to-Deficit (E2D) scenario toward a normal bell-shaped distribution, the concentration of half the population at the dignity threshold level would expand proportionally towards the global (reduced) average GDP per capita, while GDP clusters around the excess threshold would shift to the upper half above the world’s average GDP per capita.

A normal, equitable distribution of income and wealth would share the range and ratio seen in the E2D redistribution scenario, while significantly decreasing the standard deviation and coefficient of variation to less than four times their current levels. The Gini index would drop to 34% of its current value, and be 24% lower than in the E2D model. Under this distribution, the wealthiest 10% would hold 16% of global resources, while the poorest half of the population would gain access to over one-third of the world’s income and wealth.

In an egalitarian utopian distribution, there would be no dispersion from the mean; all individuals would have equal means. The proportion of the population and the distribution of income and wealth would be perfectly balanced.

The graphs below show again the distribution of humanity´s resources in the present and progressive fairness phases and their dispersion measures.

Figure 11 International current and refdistribution schemes with central and dispersion figures

Fiscal and territorial equity

How can resources be redistributed in phases to promote fairness, reduce preventable loss of human life (the burden of health inequity), and gradually allocate time and knowledge toward enhanced human wellbeing while maintaining balance with nature?

As long as humanity remains attached to borders, property ownership, and hierarchical structures, achieving equitable redistribution of income and wealth will require both fiscal and territorial equity measures.

The table below illustrates the redistribution needed between countries in 2024:

The fiscal and territorial cohesion strategies require identifying the dignity, excess, and hoarding thresholds, the world GDP per capita average after excess-to-deficit redistribution, and the Z score of the current GDP per capita level (indicating how many standard deviations the GDP per capita is from the mean).

Annex 1 provides the per capita receiving or giving levels within different GDP per capita ranges.

The equitable redistribution model described can be implemented at local, subnational, national, and international levels. The more granular the geographic and demographic breakdown, the greater the sensitivity in identifying more health- and wellbeing-efficient and sustainable lifestyles and economies. With smaller sample units and larger sample sizes, the identification of wasted or toxic GDP increases, enhancing the capacity for equitable redistribution and freeing up time from competitive production. This, in turn, supports collaborative advancements in knowledge[xv] that promote human wellbeing while maintaining ecological balance.

We recognize that the analysis presented here may sound utopian, especially given that even the UN agreement aimed at preventing tax abuse by large corporations and saving half a trillion dollars is being blocked by wealthy nations[xvi]. Currently, there are no benchmarks or indicators for subnational and international fiscal equity. In response, we propose a system based on logical and ethical principles that could help develop international targets and indicators. This would address the gaps in existing UN conventions on fiscal equity, fair international redistribution (which is currently far below the first step of the Global Health 2 Development (GH2D) benchmark), and the provision of global public goods.

Conclusions

The analysis presented in this paper underscores the urgent need for an ethical and equitable redistribution of global economic resources to foster well-being, environmental sustainability, and intergenerational equity. By reallocating excess resources from high-income nations and reducing the economic disparities between nations, we can approach a system where the greatest number of people can achieve health and life expectancy aligned with the shared global goal outlined in the WHO Constitution.

Our proposed approach would first prioritize the redistribution of wealth above the hoarding threshold, addressing the economic excess concentrated within the wealthiest segment of nations, and redirecting it toward the deficit zone, where billions live below the dignity threshold. This redistribution could effectively release significant economic resources, reduce global economic and social inequality, and decrease the burden of preventable deaths caused by poverty.

Second, the model calls for the reallocation of resources above the excess threshold (above which human wellbeing does not improve any further) to the equity zone, thereby achieving a more balanced and sustainable economic structure. The scenario outlined illustrates how this stepwise redistribution can decrease the global GDP’s concentration of wealth, diminish the Gini index, and reduce income dispersion, making economic distribution more equitable and less skewed toward extreme wealth concentration.

The envisioned equitable distribution also aligns with the potential for a sustainable reduction in the global work and consumption burden. This transition would foster more harmonious relationships between economic activity, environmental sustainability, and human well-being. Furthermore, redirecting a portion of GDP currently “wasted” or “toxic” into collective knowledge and public goods can drive innovation and long-term societal progress.

The implications of these findings extend beyond economic redistribution; they challenge traditional paradigms of growth and competition, promoting cooperation, ecological balance, and shared prosperity. Realizing this vision would require robust fiscal and territorial policies, alongside global cooperation to ensure that the dignity threshold is met for all while curbing excessive consumption and environmental impact.

In sum, transitioning to an equitable and sustainable economic model, as proposed, can enable a profound shift in how societies prioritize human potential, ecological sustainability, and the collective future of our shared planet. Through careful, ethical redistribution of resources, we can address the loss of life due to inequity, support future generations, and foster a world where all individuals have the opportunity to lead fulfilling, healthy lives in balance with nature.

Annex 1: redistribution pc by present GDP pc levels

 

Footnote

[1] Monaco, Liechtenstein, Bermuda, Luxembourg, Ireland, Isle of Man, Switzerland, Cayman Islands, Gibraltar, Norway, Qatar, Singapore, United States, Channel Islands, Faroe Islands, Australia, Denmark, Iceland, Macao SAR, Sweden and Greenland

References

[i] https://www.sustainablehealthequity.org/webnair

[ii] https://www.peah.it/2024/07/13556/

[iii] https://www.peah.it/2024/10/identifying-international-sustainable-health-models/

[iv] https://www.peah.it/2024/11/the-price-of-global-injustice-in-loss-of-human-life/

[v] https://www.peah.it/2024/11/enough-is-enough-and-more-is-too-much-between-basic-dignity-and-excess-hoarding-thresholds/

[vi] https://www.who.int/about/governance/constitution

[vii] https://www.peah.it/2024/11/the-price-of-global-injustice-in-loss-of-human-life/

[viii] https://www.peah.it/2024/11/enough-is-enough-and-more-is-too-much-between-basic-dignity-and-excess-hoarding-thresholds/

[ix] https://www.nature.com/articles/s41599-023-02210-y

[x] https://www.peah.it/2023/12/12800/

[xi] https://prosperitydata360.worldbank.org/en/indicator/UN+SDG+GB+XPD+RSDV+GD+ZS

[xii] https://www.euronews.com/next/2024/02/02/the-four-day-week-which-countries-have-embraced-it-and-how-s-it-going-so-far

[xiii] https://databank.worldbank.org/metadataglossary/gender-statistics/series/SI.POV.GINI

[xiv] https://www.sciencedirect.com/topics/social-sciences/global-public-goods

[xv] https://open-science-training-handbook.github.io/Open-Science-Training-Handbook_EN/02OpenScienceBasics/03OpenResearchSoftwareAndOpenSource.html

[xvi] https://taxjustice.net/press/world-losing-half-a-trillion-to-tax-abuse-largely-due-to-8-countries-blocking-un-tax-reform-annual-report-finds/

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WHO and Immigrant Health Workers: A Social Justice Perspective

IN A NUTSHELL
 Author's note  Many countries recruit foreign-born and foreign-trained health workers who are given opportunities to immigrate to another country where they find new employment and often also additional training opportunities. However, the emigration of health workers imposes significant costs on poor countries, which lose trained professionals already in short supply. This causes deficiencies in the supply of competent health workers, often further deepening poverty due to a serious lack of medical care providers, thereby negatively affecting social justice. The most recent policy paper jointly authored by WHO and OECD deserves critical attention since it makes in-depth proposals for liberalizing migration agreements of health workers between countries without adequate consultation nor participation of civil society. Hence, the purpose of this article is to discuss the complex issue of cross-border health worker recruitment and migration from a perspective of social justice and sustainable development and to propose solutions to this multi-faceted problem

By Raymond Saner, Ph.D.

Director, Centre for Socio-Eco-Nomic Development-CSEND

Geneva, Switzerland

 WHO and Immigrant Health Workers: A Social Justice Perspective

 

Introduction

This article examines the complexities of international health worker migration through the lens of social justice. The International Labour Organization (ILO) defines social justice as a foundational principle that ensures fair and equitable access to opportunities, rights, and resources within society. It underpins the ILO’s mandate of promoting decent work, equity, and social inclusion.

The notion of Social Justice goes back to the founding of the ILO in 1919, is aligned with the social justice objectives of the broader framework of the Universal Declaration of Human Rights in 1948, particularly regarding economic and social rights (Articles 23 and 25).

Social Justice was further developed by the ILO in 2003 calling for integration of social justice with employment policies addressing the need for equality and inclusion.  In 2008 Social Justice was put forth by the ILO member countries in the international context calling for a Fair Globalization (2008) and the ILO Centenary Declaration for the Future of Work (2019) reinforces the importance of social justice in adapting to transformations in the world of work, including technological and environmental changes.

The newly elected ILO Director-General Gilbert F. Houngbo emphasized in his speech on 18th December 2023, that social justice involves addressing inequalities and discrimination, ensuring every individual has equal opportunities, and providing a minimum level of social protection. Social justice therefore encompasses access to education, food security, adequate water and sanitation, safe and healthy working conditions, and the freedom to express one’s views.

Although the World Health Organization (WHO) does not provide a formal, standalone definition of social justice, the concept is integral to its work and mission. The WHO emphasizes social justice as a fundamental principle in achieving health equity and reducing health disparities.

The WHO defines health equity as the absence of avoidable or remediable differences among populations or groups.  Social justice is seen as a driving force for reducing these inequalities.  The WHO also recognizes that social justice requires addressing the social determinants of health, such as income, education, employment, and access to healthcare.  Social justice also underpins the WHO’s advocacy for universal health coverage, ensuring that everyone can access healthcare without financial hardship.

Like the ILO, the WHO also aligns its principles with the Universal Declaration of Human Rights (Article 25), advocating for health as a fundamental human right and a social justice issue. WHO Constitution (1948) describes social justice as an ethical imperative in public health, focusing on reducing health inequities and ensuring fair distribution of resources.

Social Justice: International Health Worker and Labour Markets

In some countries, foreign-born and often also foreign-trained health workers represent a high percentage of the total health workforce. For example, the United Kingdom has approximately 28% of doctors and 15% of nurses who are foreign-trained, Canada counts 24% of doctors and 19% of nurses who are internationally educated, and in the USA in 2018, there were 28% foreign-born and foreign-trained doctors and 16% nurses. On the other hand, some European countries show a lower share of foreign health workers such as France 11.6% doctors, 2.9% nurses in 2019 and Germany 13.8% doctors, 9.6% nurses in 2021.

Statistics about movements of health force workers are not always easily and transparently available and often vary substantially between rural versus urban population centers. For instance, as of 2021, 38.4% of doctors and 25.6% of nurses in Switzerland have trained abroad and these figures are considerably higher for the major Swiss cities like Zurich, Basel and Geneva.

In the Gulf Cooperation Council (GCC) countries—Bahrain, Kuwait, Oman, Qatar, Saudi Arabia, and the United Arab Emirates, a significant portion of the healthcare workforce comprises expatriates in the mid-2020s. Approximately 75% of physicians and 79% of nurses working in these nations are foreign-trained professionals.  These figures underscore the substantial reliance on foreign-trained healthcare professionals across the GCC countries. Efforts are ongoing to develop local talent and reduce dependency on expatriate health workers in the healthcare sector but the results of such health sector policies have not been effective so far.

Imbalances in the supply and demand of doctors and nurses generate job opportunities for health workers in developing countries and in some developed countries alike. While such pull effects can offer possibilities for well-paid jobs and career improvements, the other side of the resulting labor force migration is the loss of trained health workers in the sending countries. While the main emigration flow of health workers occurs from developing countries, some developed countries like Spain and Eastern Europe have also been losing trained health workers to Central European countries due to lower pay and difficult working conditions.

With this said, developing and low-income developing countries are experiencing a much more serious loss of health workers, which further amplifies already existing conditions of scarcity of health workforce supply and the unintended consequences. For instance, Malawi faced significant challenges due to the emigration of its healthcare workers, a phenomenon often referred to as “brain drain.” This migration has led to critical shortages in the country’s health sector, impacting the delivery of essential medical services. In 2002, approximately 59% of the 493 doctors born and trained in Malawi were working abroad and in the same period, 16% of the 2,248 Malawian-trained nurses had emigrated. As of 2018/2019, Malawi had approximately 10.42 core health workers per 10,000 population, about 45% of the World Health Organization’s recommended target of 22 health workers per 10,000 population.

Recruitment of health professionals from advanced countries offers, most of the time, advantageous job opportunities for those who emigrate while the sending country suffers brain-drain; in other words, a loss of health care providers who benefitted from education paid by sender countries taxpayers who are left with a reduced health workforce and related reduced health care services all of this negatively affecting a sense of social justice.

Social Justice: Drivers of Health Work Force Gaps

Recruiting foreign health workers can be the result of deliberate health sector manpower planning preferences for recruiting foreign labour rather than producing health worker supply domestically. Such preference for a larger percentage of foreign health workers could be for instance due to political pressures by dominant health service providers like doctors or specialized nurses who do not want to expand existing supply of professional health workers despite of the evident labour shortage.  Rationale is such that greater supply of legally secure specialized health workers could dilute or reduce their bargaining power, consequently impact their salary and possibly working conditions.

A contrarian policy could be the preference of a government to allow foreign health workers entering the local health care market as a strategy to reduce the bargaining power of the local health work force. Recruiting foreign health workers could reduce health care costs if foreign health workers are paid lower salaries than local health workers and are faced with job insecurity and loss of work permits in case of labour conflicts and strikes by the national health workers who have secure labour rights and social protection.

Another situation leading to recruitment of foreign health workers could be due to gaps in the national health care labour markets due to an absence of professional national health policy planning resulting in an important fluctuation of basic health education of doctors and nurses. Such lack of rigorous planning of health care education can be due to bad budgeting of basic medical education, budget cuts or budget re-allocation to other sectors.  The consequence being that it might be cheaper to import health workers already trained in advanced health methods rather than systematically invest in health education at home.

Social Justice: Discriminatory Labor Practices 

Different forms of institutional injustice exist against foreign health workers in the receiving countries.  They are:

Visa and Work Permits: foreign health workers may have to navigate restrictive visa and work permit requirements that tie them to specific employers, limiting their job mobility. Some countries use sponsorship systems (e.g., Gulf Cooperation Council states), which can create dependency on employers and risk exploitation.

Contractual Differences: foreign workers may be hired on temporary contracts, unlike native workers who might have access to permanent positions.  In some European countries, foreign-trained nurses are initially placed on probationary terms or lower pay grades.

Salary and Benefits: foreign health workers often receive lower salaries compared to their host country counterparts, even when performing the same roles. In the United Kingdom, some foreign nurses on international recruitment schemes earn less than local staff due to different contract terms.

Limited Benefits: foreign workers may lack access to the same benefits as natives, such as pensions, health insurance, or maternity leave. In some cases, benefits depend on citizenship or residency status.

Work Assignments: foreign health workers are often assigned to less desirable or more physically demanding roles and tasks. Foreign nurses may disproportionately work night shifts, at rural clinics, or understaffed specialties.

High-Stress Environments: due to shortages in underserved areas, foreign workers may be placed in high-pressure environments with inadequate resources.

Discrimination and Workplace Integration: foreign health workers often face implicit or explicit bias, including stereotyping, no recognition, unequal opportunities for promotions, or exclusion from decision-making. Studies in Australia and the UK have reported that migrant nurses frequently experience workplace bullying or isolation.

Slower Career Progression: foreign workers often face slower promotions due to implicit bias or systemic barriers in recognizing their qualifications and achievements.

Regulatory and Ethical Challenges: foreign workers may lack the same labor protections as native workers, making it harder to contest unfair treatment or negotiate better conditions.

In summary, foreign health workers often face unequal working rights, creating systemic barriers to fairness and integration. Addressing these disparities requires changes in policy, enforcement of equal rights, and cultural shifts to value the contributions of migrant health workers.

Social Justice: Labour Rights of Foreign Health Workers

In many countries, foreign workers have the same right to strike as native workers, provided they are legally employed. However, participation in strikes may still be subject to restrictions based on their employment contract or visa conditions.  A quick overview of the situations in selected countries which are the major destinations of the migration flows of the health workers:

Countries without Restrictions on Foreign Workers Striking

United Kingdom: foreign health workers employed in the NHS or private sector can participate in lawful strikes organized by unions, such as the British Medical Association (BMA) or the Royal College of Nursing (RCN). However, their immigration status (e.g., visa conditions) risks to be compromised by participating in industrial action.

United States: foreign health workers on visas like the H-1B or J-1 may legally join strikes if they are members of a union organizing the action. However, employers must notify immigration authorities, which can create risks for visa holders.

Canada: foreign health workers who are union members can participate in strikes, provided the action complies with labor laws. Temporary foreign workers, however, may face challenges due to contractual obligations or work permits tied to specific employers.

Countries with Restrictions on Foreign Workers Striking

In some countries, foreign workers may face legal or de facto restrictions on participating in strikes. These restrictions can arise from labor laws, visa conditions, or government policies.  Examples are:

Gulf Cooperation Council (GCC) Countries (e.g., Saudi Arabia, UAE, and Qatar): strikes are generally illegal for all workers, and participation can lead to deportation or termination, especially for migrant health workers tied to the kafala system, or sponsorship system which gives private citizens and companies in most Arab Gulf countries almost total control over migrant workers’ employment and immigration status[1].

Germany: while strikes are generally legal, foreign workers must be union members to participate. Migrant workers on temporary contracts may hesitate to join due to fears of job loss or visa complications.

France: foreign health workers can strike, but those on probationary or temporary contracts might face repercussions, such as non-renewal of their contracts.

Legal and Practical Risks for Foreign Workers When Striking

Employers may terminate foreign workers’ contracts for participating in strikes, particularly in non-unionized workplaces or where strikes are seen as disruptive.

In some countries, striking may be considered a breach of visa conditions, leading to visa cancellation or deportation and in other countries, foreign workers dependent on a single employer for their visa may face retaliation if they participate in strikes.

Foreign workers who are members of unions are often better protected during strikes, as unions provide legal and financial support. Foreign workers may fear backlash or being perceived as “ungrateful” for participating in strikes, even when they face the same workplace issues as native workers.

Social Justice: Labour Rights for Local and Immigrant Health Workers facing Uber Type Employment Conditions

A recent 2024 joint publication by WHO and OECD titled “Bilateral agreements on health worker migration and mobility” deserves close attention in light of this publication’s focus on Social Justice. As stated in the executive summary, the third objective of the publication is to “articulate policy considerations to inform the design, implementation, monitoring and evaluation of migration and mobility agreements, consistent with the objectives and principles of the WHO Global Code of Practice on the International Recruitment of Health Personnel (“the Code”) and other relevant international instruments”. It further clarifies that this publication is a guidance tool “for improving the capacity of state actors involved in the development, negotiation, implementation, monitoring and evaluation of agreements related to international health worker migration and mobility, in alignment with the provisions of the Code”.

The readers targeted by the authors of this WHO-OECD joint publication are governments, state actors, who have decision power in the multilateral organizations like the WHO, WTO, ILO and UNESCO; in bilateral agreements (FTAs) negotiations and plurilateral (RTAs) negotiations; but specifically in the context of bilateral agreements related to International Health Worker, i.e., state-to-state agreements of sending and receiving emigrant and immigrant health workers to destination and countries of origin, emigrant and immigrant health workers.

The only other actors in determining the conditions of the mobility of health workforce are multinational health chain companies who increasingly take part in the state-to-state health workforce negotiations and agreements (see below).  Yet, the workers’ rights representatives are not at the table.  No labour unions, no civil society organizations are part of these agreements as active and equal partners.

The document is very well researched and solutions are smartly augmented and in-depth referenced.  Regrettably, the authors only speak of rights and obligations of states but leave out the rights of health workers and to which authorities that they can call for assistance in case of labour disputes between employers (e.g. state hospitals of host countries) and employees (migrant health workers).

While the paper draws on international agreements like WTO, WHO, UNESCO, ILO and an international non-binding guidance document called “Global Compact”, the WHO-OECD paper makes only soft reference to the ILO conventions. For instance, footnotes 2, 3, 43, 44, 46 and 47 refer to ILO documents, yet none of these references spell out in clear language what the basic ILO conventions mean and the state obligations in protecting their labour rights.

For instance, the ILO’s “1998 Declaration on Fundamental Principles and Rights at Work* outlines the core labour standards that all member states are expected to respect and promote. These principles include:

  • Freedom of Association and the Right to Collective Bargaining: This principle emphasizes the importance of workers’ rights to form and join trade unions and to engage in collective bargaining to improve their working conditions.
  • Elimination of All Forms of Forced or Compulsory Labour:
    This principle seeks to eradicate forced labour in all its forms, ensuring that all work is freely chosen and that workers are not coerced into employment.
  • Effective Abolition of Child Labour:
    This principle aims to eliminate child labour, particularly in its worst forms, and to ensure that children have access to education and the opportunity to develop in a healthy environment.
  • Elimination of Discrimination in Respect of Employment and Occupation:
    This principle calls for equal opportunities and treatment for all workers, regardless of their race, gender, religion, or other personal characteristics.

These core principles are at the heart of the ILO labour conventions and valid for all labour related conditions be they domestic or international. Labor conditions for immigrant health workers are generally governed by national labor laws and international labor standards, such as those set by the International Labour Organization (ILO). These regulations aim to ensure fair treatment, safe working environments, and equitable compensation for all workers, regardless of their origin.  Even so, it remains essential that all workers are equipped with basic understanding of these fundamental labour rights in order to exercise their rights as right holders.

The WHO-OECD paper presents at length and in detail the General Agreement on Trade in Services (GATS), established by the World Trade Organization (WTO) which sets the framework for international trade in services, including health services. However, GATS primarily focuses on facilitating trade and does not directly address labor conditions or workers’ rights, including those of immigrant health workers.

In practice, the labor conditions of immigrant health workers can vary significantly between countries and institutions. Factors influencing these conditions include local labor laws, enforcement mechanisms, and the specific policies of healthcare institutions. For instance, in the United States, immigrant health care workers often occupy essential roles, with women comprising 75% of the 2.8 million immigrant health care workers as of 2021.

Despite the critical contributions of immigrant health workers, challenges such as underemployment, credential recognition, and workplace discrimination persist. Addressing these issues requires concerted efforts at national and international levels to ensure that labor conditions meet established standards and that immigrant health workers receive fair and equitable treatment.

Social Justice:  Risks due to Uber-type Health Companies

The trend is increasing of foreign retirees who opt to live or seek treatment in other countries and at the same time, privately owned international health companies import health workers from their home countries to the foreign destination health spas to attend to retirees or health seeking adults from developed countries. This trend is growing due to globalization, aging populations, and the rising demand for culturally competent care whereas the international brand offers assurance of quality of health services to their international clientele.

Retirees from developed countries move abroad for treatment or retirement to save health costs and also more personalized care. Healthcare and living costs in some countries are significantly lower than in their home countries. Many Western retirees move to countries like Thailand, Malaysia, or Mexico, where high-quality healthcare is available at lower and thus affordable costs.

Retirees might also seek access to specialized services. Some retirees seek out countries with well-regarded medical facilities or expertise in certain areas, such as joint replacement or rehabilitation and a growing number of retirees are drawn to countries with warm climates, relaxed lifestyles, and expat-friendly communities. Other important reasons can also be long waiting times or shortages of healthcare workers in their home country that push retirees to seek care abroad.

Some international healthcare companies recruit foreign health workers to attend to expatriate retirees, especially when specific cultural, linguistic, or medical expertise is needed for the following reasons for importing foreign health workers:

Retirees may prefer caregivers who speak their mother tongue and understand their cultural norms. For instance, Japanese retirees in Malaysia may feel more comfortable with Japanese-speaking nurses who understand their dietary and cultural preferences. Malaysia has since become a hub for Japanese retirees due to affordable healthcare and expat-friendly policies. Privately owned facilities, such as Nichi-In Centre, cater specifically to Japanese retirees and often employ Japanese-speaking nurses and caregivers.

Foreign health workers may bring expertise in medical practices or caregiving approaches that align with the expectations of retirees from their home country. Companies offering culturally specific care can better attract and retain clients from particular countries. German retirees living in Thailand often seek care at private hospitals that employ German-speaking doctors and nurses.  Some facilities in Mexico and Costa Rica recruit bilingual staff (English-Spanish) to accommodate American and Canadian retirees. U.S.-based healthcare companies sometimes set up satellite operations in these regions.

Some destinations may lack sufficient healthcare workers with the skills or qualifications to meet international professional diagnostic and treatment standards.  In countries like the UAE and Qatar, private hospitals and clinics employ Indian nurses and doctors who cater to local population in general and to a significant Indian expatriate population, including retirees who rely on home based medical travel agencies.

For less intensive needs, retirees can access healthcare professionals from their home country through telemedicine platforms while staying in less expensive and pleasant treatment facilities abroad and some companies bring foreign health workers for short-term contracts to provide specialized care, reducing costs and regulatory hurdles.  The challenges and rights of health workers in these Uber-Type Health Companies consist of the following dimensions:

Most Uber-like platforms classify workers as independent contractors rather than employees. This limits their access to minimum wage protections, social benefits (e.g., healthcare, sick leave, pensions) and job security and protections from unfair termination due to their non-employee status. Platforms like Zocdoc (https://www.zocdoc.com/) or Heal (https://www.healitalia.eu/en/) may classify doctors or nurses as contractors, leaving them responsible for their own benefits and insurance. A doctor working for an on-demand telemedicine platform may not receive disability coverage if injured. As contractors often lack access to employer-sponsored health insurance or contributions to social security systems, leaving them vulnerable in case of illness or injury.

Gig health workers usually do not qualify for unemployment insurance either if they lose their contract.  Health worker contractors often have no guaranteed minimum income, as their earnings depend on the number of patients or appointments completed. For instance, nurses working for a platform may experience seasonal fluctuations in demand, impacting their income.  Some platforms use opaque algorithms to determine worker pay, leading to complaints about unfair or inconsistent compensation.

Health workers must often meet local licensing requirements, even if the platform facilitates cross-border work. Failure to comply can result in legal or financial penalties and contractors are often required to carry their own malpractice insurance, unlike employees, whose employers typically provide such insurance coverage.

In regard to union rights, in many countries, contractors lack the legal right to unionize or engage in collective bargaining, leaving them with less power to negotiate pay or working conditions.  For instance, efforts by gig workers to unionize in the U.S. have faced significant legal hurdles but in some countries, such as Spain, laws have been passed that grant gig workers the same rights as employees, including union protections.

There are also ethical and regulatory concerns. Health workers may feel pressured to prioritize speed over quality due to pay-per-task models.  Doctors on gig platforms might be incentivized to see as many patients as possible, potentially compromising care quality and platforms may require workers to use proprietary apps, raising concerns about the privacy of both patient and worker data.

Counter Measures 

Most of the migrant health agreements between exporting and importing health workers do not have protective provisions to prevent abusive work conditions as described above. The WHO-OECD paper does not provide suggestions how international health workers could protect themselves from exploitative work conditions of Uber-type private health operators.

Health workers in Uber-like models often face precarious conditions with limited rights compared to traditional employees.  Protecting health workers in Uber-Type work models could consist of requiring platforms to classify health workers as employees or offer a hybrid status with certain rights, such as access to benefits and minimum pay guarantees. Another measure could be to develop systems where gig workers can access benefits (e.g., pensions, health insurance) tied to their work across multiple platforms.

Wherever the local laws permit, it would be good to enable gig health workers to unionize and negotiate collectively, regardless of contractor status and to mandate transparency in pay calculations and patient assignment algorithms. Another protective measure could be to establish clear frameworks for licensing and professional liability to protect both workers and patients.

Governments, platforms, and industry regulators need to address these disparities to ensure fair working conditions, adequate protections, and the delivery of quality healthcare. Ultimately, it will be in the interest of the patients ton receive care through competent, motivated, secure and caring health workers regardless of origin.

Social Justice: How to Include Labour Rights in the WTO GATS Health Agreement 

In light of the in-depth reference made by the joint WHO-OECD 2024 publication mentioned above, the following section goes into a more detailed analysis of the positions put forward by the authors of the WHO-OECD 2024 joint publication from a perspective of social justice and equity. Here are the main arguments:

The General Agreement on Trade in Services (GATS) of WTO covers 12 service sectors, which are further divided into sub-sectors. These service sectors are defined in the WTO Services Sectoral Classification List (W/120 document) and align with the United Nations Central Product Classification (CPC) system.

According to the WTO rules, The General Agreement on Trade in Services (GATS) defines four modes of supplying services internationally:

Mode 1: Cross-Border Supply – Services are provided from the territory of one member into the territory of another, without the supplier or consumer moving. An example is a doctor in one country providing telemedicine consultations to patients in another country.

Mode 2: Consumption Abroad – The consumer travels to the supplier’s country to consume the service. For instance, a patient traveling abroad to receive medical treatment.

Mode 3: Commercial Presence – A service supplier establishes a physical presence, such as a hospital or clinic, in another member’s territory to provide services.

Mode 4: Presence of Natural Persons – Individuals travel to another member’s territory to supply services temporarily, like a doctor working abroad on a short-term assignment.

These modes categorize various ways services can be traded internationally under the GATS framework. The 12 services sectors that are tradeable consist of the following:

  1. Business Services: Includes professional services (e.g., legal, accounting, architectural), computer and related services, and consulting.
  2. Communication Services: Includes postal, courier, telecommunication, and audiovisual services.
  3. Construction and Related Engineering Services: Covers building construction, civil engineering, and specialized trade activities like installation and assembly.
  4. Distribution Services: Encompasses wholesale trade, retail trade, franchising, and commission agency services.
  5. Educational Services: Includes primary, secondary, higher education, adult education, and other specialized training.
  6. Environmental Services: Covers services related to sewage, refuse disposal, sanitation, and environmental cleanup.
  7. Financial Services: Includes insurance, banking, asset management, and other financial intermediation services.
  8. Health-Related and Social Services: Includes hospital services, health practitioner services, and social work services.
  9. Tourism and Travel-Related Services: Encompasses hotel, restaurant, travel agency, and tour operator services.
  10. Recreational, Cultural, and Sporting Services: Includes services related to entertainment, sports, news agencies, and libraries.
  11. Transport Services: Covers air, maritime, rail, road transport, and auxiliary transport services like cargo handling.
  12. Other Services Not Elsewhere Classified: A catch-all category for services not covered in the other sectors, such as domestic help.

GATS Mode 3 and Mode 4 in Health Services:

  • Mode 3: Commercial presence—where a foreign company sets up operations (e.g., hospitals, clinics) in the host country.
  • Mode 4: Movement of natural persons—allowing temporary cross-border movement of health professionals or workers to provide services.

While GATS primarily aims to liberalize trade in services, it does not directly impose labor standards or ensure worker protections. This creates regulatory gaps that foreign entities might exploit.

Potential Exploitation of Emigrant Health Workers Under GATS: 

Platform Models in Health Care: A foreign private health chain could establish a commercial presence under Mode 3 to operate hospitals or clinics. Using platform-based health services, the company could employ remote or “gig-based” health workers (telemedicine, remote diagnostic services) from countries with lower labor costs. These health workers could be categorized as independent contractors or entrepreneurs, excluding them from protections under local labor laws.

By treating workers as self-employed entrepreneurs, the platform avoids obligations such as minimum wages, working hours, health insurance, or other benefits. Workers providing cross-border services may fall into legal gray zones where neither the host country’s nor the originating country’s labor protections fully apply.

A host country might struggle to enforce labor protections for workers who do not physically reside within its borders and domestic healthcare workers might face unfair competition from lower-cost, less-regulated foreign labor.

While GATS has general exceptions (e.g., Article XIV for public policy objectives, including protecting human health), these exceptions are not explicitly designed to address labor conditions. This necessitates supplementary measures. Countries can restrict commercial presence to entities that adhere to specific labor protections (e.g., requiring that all health workers, including gig workers, be treated as employees under local labor laws).

Host country governments can impose local content requirements to prioritize employment of domestic health workers. Such agreements can include explicit provisions to regulate labor conditions, ensuring that cross-border workers are afforded minimum protections.

International Advocacy can be important in promoting public awareness and joint actions.  Entities like the International Labour Organization (ILO) and World Health Organization (WHO) could advocate for global standards ensuring fair treatment of health workers under trade agreements.

Risks and Ethical Considerations need to be taken into consideration when allowing international mobility.
The platform-based health model under GATS Modes 3 and 4 could exacerbate inequality. Host countries could face regulatory gaps and risks of downward pressure on labor standard and sending countries could lose skilled health workers to foreign entities while receiving limited economic benefits.

Addressing these issues requires coordinated supraterritorial actions to close legal loopholes, enforce labor standards, and adapt trade agreements to protect workers in the increasingly globalized and digitized health sector.

Reviewing GATS in the Context of Health Services

GATS Mode 1: Cross-Border Supply:

Services are delivered across national borders without the service provider or the consumer physically traveling to the place where the client resides. In healthcare, this includes telemedicine, online consultations, remote diagnostics, and digital health platforms.

The healthcare workers providing these services may remain in the provider’s home country, operating under its legal framework, while delivering services to patients in the host country. The host country’s labor laws typically do not apply because the workers and the service provider are not physically present within the host country. Workers remain subject to the labor laws (or lack thereof) of the provider’s home country, even if they are serving patients in the host country.

Many telemedicine platforms classify health professionals as independent contractors rather than employees. This model often avoids obligations such as minimum wages, health benefits, or social protections and bypasses labor protections in both the host and provider countries.

Health workers in countries with weak labor laws may face exploitative conditions, such as long hours, low pay, or lack of job security, even when delivering services to countries with higher labor standards since Host countries have no jurisdiction over the employment relationship because the health workers are employed (or contracted) by a foreign entity who delivers health services remotely, often digitally.

Foreign Service providers may not be subject to local licensing or operational requirements in the host country, allowing them to bypass local labor and professional standards.  Even if a host country attempts to impose conditions (e.g., requiring foreign platforms to comply with local labor laws), enforcement is difficult without bilateral or international agreements.

To address these issues, host countries and international bodies could take steps similar to those suggested for Mode 4 but tailored to Mode 1. Host countries could require foreign health service providers to register locally if they deliver services to residents. As part of the registration process, private health service platforms could be required to demonstrate compliance with minimum labor standards and report employment practices and worker classifications.

Host countries could also pass consumer protection laws which can indirectly impose requirements on service providers, such as transparency about the qualifications, working conditions, and location of health professionals. The country importing health services from abroad could also levy taxes or fees on foreign platforms operating within their jurisdiction and link compliance with labor standards to the ability to operate.

New trade or labor agreements could address the challenges of cross-border services by establishing minimum labor standards for health workers in Mode 1 and by creating mechanisms for enforcement and dispute resolution. In addition, host countries could also encourage international foreign health providers to adopt corporate social responsibility (CSR) practices and help ensure fair treatment of workers, even in unregulated environments.

In closing, the following ethical considerations need to be taken into account in response to the joint publication:

Unmitigated Mode 1 can lead to a “race to the bottom” where health workers in countries with weak labor protections are exploited for the benefit of wealthier host countries. Workers delivering services in Mode 1 may not receive fair compensation or benefits, affecting the sustainability of the global health workforce. Overall, there is a growing need for global labor standards, possibly under the aegis of the International Labour Organization (ILO) or World Health Organization (WHO), to address the unique challenges posed by digital and cross-border health services and an urgent call to improve the functioning of the ILO MNED agreement.

Mode 1 presents similar (and in some cases even more pronounced) challenges as Mode 2 and Mode 4 regarding the enforcement of labor laws in the host country. The absence of physical presence in the host country allows Foreign Service providers to operate outside the reach of local labor standards, leading to significant gaps in worker protections. Addressing this requires both national regulatory innovation and international cooperation to ensure fair labor practices in the globalized health sector.

Urgent Actions: Strengthening the Multilateral Health System’ Rules, Norms and Legal Requirements in Regard to the International Health Work Force

The WHO secretariat has made important efforts to convince the member countries to improve the practice of international health service provisions, address the migration of international health workers, ensure their safety at work, guarantee decent work conditions and find solutions to the brain-drain impact on countries of origin of emigrant health workers.

The key document regarding international health worker migration is the WHO Global Code of Practice on the International Recruitment of Health Personnel adopted in 2010 by the World Health Assembly (WHA Resolution 63.16). It is a voluntary framework that guides the ethical international recruitment of health workers. It aims to address global health workforce imbalances and mitigate the negative impacts of migration on health systems, particularly in low- and middle-income countries.

The Code is global in scope and is intended as a guide for Member States, working together with stakeholders such as health personnel, recruiters, employers, health-professional organizations, relevant sub-regional, regional and global organizations, whether public or private sector, including nongovernmental, and all persons concerned with the international recruitment of health personnel.

Under the leadership of the WHO secretariat, WHO member countries signed three important documents which complement the WHO Global Code of Practice on the International Recruitment of Health Personnel. They address the systemic factors that drive international health workforce migration. They collectively promote sustainable, self-reliant health systems and emphasize that global health workforce mobility occurs ethically and equitably. By aligning their principles with the Code, they aim to achieve Universal Health Coverage (UHC) and improve global health outcomes without compromising the health systems of source countries.

These three documents aligned with the WHO Global Code of Practice on the International Recruitment of Health Personnel are:

  1. Global Strategy on Human Resources for Health: Workforce 2030. This strategy provides a roadmap to build sustainable and equitable health workforces globally. It aligns with the Code by emphasizing ethical recruitment, data transparency, and the self-reliance of national health systems.
  1. Report by the High-Level Commission on Health Employment and Economic Growth. This commission focuses on the economic drivers of health workforce development and their alignment with sustainable development goals. It complements the Code by addressing the push and pull factors that influence health worker migration, including better economic opportunities in destination countries.
  1. Workload Indicators of Staffing Needs (WISN). This tool helps countries identify staffing needs and optimize workforce deployment. By addressing local gaps in health worker distribution, WISN reduces dependency on international recruitment and supports the Code’s aim of equitable workforce allocation.

These documents collectively promote the ethical and sustainable management of health workforce mobility, ensuring that global health workforce migration aligns with the principles of fairness and equity outlined in the WHO Global Code of Practice.

Several reporting instruments are included in the Code to monitor and support its implementation. In 2024, three key instruments were developed for this purpose:

  1. National Reporting Instrument (NRI) 2024. It enables WHO Member States to self-assess and report on health personnel migration and mobility, aligning with the Code’s objectives.
  1. Independent Stakeholders Reporting Instrument 2024 allows non-state actors, including health personnel, recruiters, employers, and professional organizations, to report on international health personnel migration and mobility.
  1. Private Recruitment Agencies Reporting Instrument 2024 is designed for private recruitment agencies to report on their activities related to the international recruitment of health personnel, ensuring alignment with the Code’s ethical standards.

Stakeholders of the above mentioned three reporting instruments were asked to submit their reports by 31st July 2024 for the Recruitment Agencies and Independent Stakeholders; and by 31st August 2024 for the Governments. Since these important and useful reporting instruments are not mandatory, the participation and timely submission varied.

More importantly, the following weaknesses need to be improved, namely:

National Reporting Instrument (NRI). Data submissions are inconsistent. Many countries face challenges in collecting and reporting reliable, comprehensive data due to limited resources or fragmented health workforce information systems.  Some Member States may not prioritize reporting or lack political will, leading to gaps in global data.

Reporting processes may also be cumbersome for countries with limited capacity or understaffed health ministries, reducing the frequency and quality of submissions and lack of standardization of interpreting the Code across countries can result in inconsistent reporting.

Independent Stakeholders Reporting Instrument. Non-state actors, including professional organizations and recruiters, may not be fully aware of the instrument or its importance, leading to low participation rates. Without enforcement mechanisms, some stakeholders may provide incomplete, biased, or unreliable data, undermining the instrument’s utility. Smaller organizations or independent stakeholders may also lack the resources to participate meaningfully in the reporting process.

Private Recruitment Agencies Reporting Instrument. Recruitment agencies may be hesitant to disclose practices or data, especially if they are engaging in unethical or borderline practices. The instrument also lacks enforcement mechanisms to ensure compliance with ethical recruitment standards or to penalize non-compliance. Many recruitment agencies, particularly smaller or informal ones, are not included in the reporting process, leading to an incomplete picture of recruitment practices.

General Weaknesses across All Instruments is their voluntary Nature. The instruments align with the voluntary nature of the WHO Code, which means no legal obligation exists to enforce compliance or reporting. Data collected from these instruments is not always effectively integrated with broader global health workforce databases, reducing its impact on policy-making and importantly there are no mechanisms to follow up on or validate the data submitted, leading to potential inaccuracies or omissions.

While the instruments emphasize monitoring and reporting, they do not directly address actionable solutions or mechanisms to tackle systemic issues.

The weaknesses described above could be improved through capacity-building for data collection and reporting in low-resource settings such as creating stakeholder awareness and engagement through training and advocacy. In addition, it could be very useful to introduce accountability measures and incentives for private recruitment agencies and independent stakeholders to participate. It is also foreseeable to include citizen health data as health services tend to be a popular discussion point in many of the social media conversations and exchanges.

Close cooperation with global health workforce platforms like the WHO’s Global Health Workforce Network could contribute to enhance data integration and policy relevance and inclusion of civil society Organizations active in the field of international health work force migration should be included to provide a non-state and non-private sector perspective. A coalition of mostly CSO organization for instance met on 30th May of this year. The coalition  organized a side event during the WHO GA titled “Towards a WHO Global Code of Practice that promotes the rights of health and care workers”.

Achieving Social Justice: Make Emerging Agreements Binding Covering Good Practice of International Workforce Migration 

Besides strengthening the power of existing WHO instruments as discussed above, additional actions can and should be taken:

  • Creating a binding international legal instrument to address health worker migration and mitigate brain drain requires a well-structured, collaborative approach under the auspices of the World Health Organization (WHO) or the United Nations (UN). Below is a step-by-step proposal.

Key Provisions of the Legal Instrument should include:

  1. Binding Ethical Recruitment Standards: Binding principles for international recruitment, aligned with the WHO Global Code of Practice.
  2. Compensation Mechanisms: Financial or technical support for source countries losing health workers.
  3. Worker Protection: Rights and protections for migrant health workers, including fair wages, safe working conditions, and career advancement.
  4. Capacity-Building Support: Commitments from high-income countries to invest in health workforce development in low- and middle-income countries.
  5. Dispute Resolution Mechanism: A platform to resolve disputes arising from non-compliance or conflicts of interest.

Potential Challenges

  1. Political Resistance: Some countries may resist binding commitments that limit their ability to recruit health workers.
  2. Resource Limitations: Low-income countries may struggle to participate effectively or implement the agreement.
  3. Enforcement Mechanisms: Ensuring compliance without overburdening national governments.

Recommendations

  • Countries should install professional health work force planning tools and draw from evidence their respective Health Work force Plan.
  • Education of doctors and nurses should take into account the evidence of the life courses and career decisions of male, female, foreign and local doctors and nurses.
  • Bilateral agreements of health worker migration conditions should prevent potential exploitation due to harmful Uber-type work conditions or unfair WTO GATS health service regarding modes 1,2,3,4.
  • Emigrant foreign health work force workers should be informed about their rights in the destination country and be informed of the possible remedial recourse to ILO MNED convention and fundamental rights in case of exploitative labour conditions be that by public or private employer organizations.
  • Health workers and authorities responsible for health education should ensure justice in regard to financing of health education and access to education to all classes of society.
  • Make it mandatory that host signatory countries benefitting from imported health workers of LIC-LDC countries will make compensatory payments to the sending country losing the considerable investment made in education their emigrating health workers.
  • Make collective effort at WHO or the UN to reach binding multilateral agreements covering the conditions and practice of international health worker migration conditions.

Conclusion

Ensuring application and respect for social justice should be the fundamental conditions of any international health worker contracts. Such a basic ethical understanding would emphasize collaboration, fairness, and sustainability for health workers, owners of health facilities, executives of health institutions and authorities responsible for health policy.

This would align health workforce practices with global health priorities such as Universal Health Coverage (UHC) and the Sustainable Development Goals (SDGs) and support their realization.  Such ethical understanding will also ensure that health worker migration benefits both source and destination countries without compromising global health equity.

A Global Health Workforce Solidarity Treaty would provide a structured, equitable solution to the challenges of health worker migration. It would balance the rights of individuals to migrate with the global need for sustainable health systems, ensuring that health workforce mobility benefits all parties while protecting vulnerable systems and populations.

Such a treaty would foster a fair and resilient global health workforce and ensure delivery of good health and wellbeing for all.

 

References 

This research utilized AI-based platforms to explore and generate ideas related to the larger context of the international health workforce.

Health Workforce Brain Drain: From Denouncing the Challenge to Solving the Problem, Giorgio Cometto, Kate Tulenko, Adamson S. Muula, Ruediger Krech,  Department of Ethics and Social Determinants of Health, World Health Organization, Geneva, Switzerland

Malawi Health Facility Assessment, HHHR, 2018-2019, Report, WHO-WB, https://documents1.worldbank.org/curated/en/521421611550618689/pdf/Short-Report.pdf?utm_source=chatgpt.com

“Bilateral agreements on health worker migration and mobility”, WHO & OECD (2024), Maximizing health system benefits and safeguarding health workforce rights and welfare through fair and ethical international recruitment, https://iris.who.int/bitstream/handle/10665/376280/9789240073050-eng.pdf?sequence=1

“GATS and International Trade in Health Services: Impact and Regulations, Bakhouya Driss, (2019), 03(02):104, Hasanuddin Law Review, University of Adrar, Algeria.

Raymond Saner & Lichia Yiu, (2024) “Strengthening the Governance System of the ILO Multinational Enterprise Declaration, Journal of International Business; Volume 11, Issue 2, Jul-Dec 2024, pp. 1-16 DOI: 10.17492/jpg.focus.v11i2.1122401

2024 National Reporting Instrument on the WHO Global Code of Practice on the International Recruitment of Health Personnel, (2024, WHO Geneva https://www.who.int/publications/m/item/2024-national-reporting-instrument-on-the-who-global-code-of-practice-on-the-international-recruitment-of-health-personnel

2024 Private recruitment agencies reporting instrument on the WHO Global Code of Practice on the International Recruitment of Health Personnel; (2024) WHO Geneva

2024 Private recruitment agencies reporting instrument on the WHO Global Code of Practice on the International Recruitment of Health, Personnel (2024) Technical document, WHO, Geneva

References linked to large International Organizations

World Health Organization (WHO)

– Title: Global Strategy on Human Resources for Health: Workforce 2030, https://www.who.int/publications/i/item/9789241511131

– Summary: This strategy outlines global objectives to address health workforce challenges, including migration and retention policies.

Organization for Economic Co-operation and Development (OECD)

– Title: International Migration of Health Workers: Improving Policy Coherence for Development, https://www.oecd.org/health/international-migration-of-health-workers-9789264233603-en.htm

– Summary: This report explores the migration patterns of healthcare workers and the impacts on both source and destination countries.

International Labour Organization (ILO)

– Title: Decent Work for Health Professionals, https://www.ilo.org/global/topics/decent-work/lang–en/index.htm

– Summary: Focuses on improving working conditions and rights to mitigate brain drain and enhance retention.

The Lancet

– Title: The health workforce: advances in responding to shortages and migration, and in preparing for emerging needs, https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(18)32721-4/fulltext

– Summary: A scholarly perspective on global health workforce imbalances, with case studies and policy recommendations.

Word Health Organization (WHO)
Title: Health Employment and Economic Growth: an Evidence Base
https://iris.who.int/handle/10665/326411

-Summary: Provides insights into the patterns of health worker migration and strategies to address its negative impacts.

 

 

Footnote

[1] https://www.cfr.org/backgrounder/what-kafala-system

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Enough is Enough, and More is Too Much: Between Basic Dignity and Excess/Hoarding Thresholds

IN A NUTSHELL
Author's Note
Achieving fairness in humanity is vital to realizing the global health goal outlined in the WHO Constitution: ensuring the highest attainable level of health for all people. As Plato observed over 2,300 years ago, a just society is one where everyone has enough, and no one has too much. By analyzing healthy, replicable, and sustainable (HRS) countries—characterized by features such as more rural lifestyles, localized economies, and lower calorie consumption—we can estimate the "dignity threshold." This threshold represents the minimum level of GDP per capita below which, in 62 years of available records, no country has achieved optimal health outcomes.

We also identified a "GDP per capita proxy," reflecting the income and wealth levels of countries and regions with the highest life expectancy—a widely recognized indicator of health and human well-being. Beyond this level, referred to as the "excess threshold," additional GDP per capita does not result in improved health or well-being and has been described by some as "wasted GDP."

Moreover, we determined the GDP per capita level above which global resources could be redistributed to address the equity deficit, potentially preventing 12.6 million deaths annually in countries below the dignity threshold. GDP exceeding this level not only fails to enhance human well-being but also violates planetary boundaries and contributes to loss of life. We have therefore labeled it "toxic GDP."

The next step in this analysis involves further exploration and identification of HRS population groups, their defining features, and the equitable levels of global redistribution—both subnational and international—to achieve global health equity and uphold the universal right to health

By Juan Garay

Professor of global health equity in Spain (ENS), Mexico (UNACH) and Cuba (ELAM, UCLV and UNAH), senior researcher of FioCruz Institute, Brazil

Enough is Enough, and More is Too Much

Between Basic Dignity and Excess/Hoarding Thresholds

 

The form of law which I should propose would be as follows:

In a state desirous of being saved from the greatest of all plagues -here should exist among the citizens neither extreme poverty, nor, again, excess of wealth, for both are productive of both these evils. Now, the legislator should determine what is to be the limit of poverty or wealth.

Laws by Plato, 360 BC.

 

Scene Setting

1948 marked a pivotal moment in humanity’s collective commitment to uphold universal human rights, including the right to health (Article 25) [1], as defined in the Constitution of the World Health Organization (WHO). Health was described as “a state of complete physical, mental, and social well-being,” and the WHO Constitution came into force that same year.

The WHO Constitution obliges all 194 member states to contribute to its foundational goal: achieving the highest attainable level of health for all people[2]. However, this “best feasible level” has never been explicitly identified by the WHO, nor by any country or multilateral institution. This omission may reflect an anthropocentric perspective, which perceives humans as separate from and superior to nature, assigning intrinsic value solely to human life while viewing other entities—such as animals, plants, and natural resources—as mere resources to be exploited for human benefit[3]. This perspective continues to prioritize human life above all else, often without setting any boundaries.

Capitalism, aligned with anthropocentrism[4], has promoted constant competition and “growth” as the pathways to human progress and well-being. These concepts have dominated both ancient and modern history, likely hindering our ability to set limits on the exploitation of the planet that sustains our species—perhaps not for much longer.

We challenge these notions and have ventured to define “feasible levels of health,” recognizing that they must evolve alongside expanding human knowledge and the diminishing natural resources available to us. Even Adam Smith, the father of capitalism, cautioned against the uncritical reverence of the rich and powerful.

“The disposition to admire, and almost to worship, the rich and the powerful, and to despise, or, at least, to neglect persons of poor and mean condition is the great and most universal cause of the corruption of our moral sentiments.” – Adam Smith, Scottish political economist, author, The Wealth of Nations, father of capitalism [1723-1790].

The primary dimensions where limited resources may define feasibility thresholds are ecology and economy. As evidence of environmental depletion and imbalances—most notably global warming—has become undeniable, the ecological limits to human activity on the planet have grown increasingly clear and measurable[5]. The way we utilize, and often exploit, natural resources is closely linked to levels of production, trade, and consumption, typically measured by gross national or domestic product (GNP or GDP).

As illustrated in the graph below, the world’s average GDP per capita (constant value) has steadily increased over the past six decades, despite brief periods of economic recession, notably in the late 1970s and the late 2010s. This growth correlates with rising per capita CO2 emissions, which have now surpassed the ethical threshold (i.e., the carbon budget required to limit global temperature increases to below 2°C and maintain human life prospects throughout the 21st century).

Figure 1 Evolution of GDP pc, CO2 emissions pc and CO2 ethical threshold

The graph below illustrates the strong correlation between a country’s consumption-based ecological footprint[6]  and its GDP per capita. Outliers with an ecological footprint seemingly lower than predicted by their GDP per capita are primarily countries that rely heavily on imports of natural resources and manufactured goods produced offshore. In these cases, the full environmental impact—assessed through life cycle analysis, which measures a product’s environmental footprint across all phases of its life, from production to disposal—is not fully accounted for[7].

Figure 2 Correlation between GDP pc and CO2 emissions pc, by countries, 2023

There is a strong correlation between economic activity and its direct or indirect impact on natural resources. However, the economy itself has inherent limits, as the scale of production, trade, and consumption cannot be expanded to provide the highest levels for all. Logically, any country with a GDP per capita above the world average cannot be globally replicable at a given time.

Based on these assumptions, we have been identifying countries and subnational population groups that achieve the best health outcomes within feasibility thresholds—that is, those that respect planetary boundaries and maintain economic activity below the world average. Both factors show strong correlation. Since 1961, we have found no country with per capita carbon emissions below the ethical threshold or an ecological footprint below the world average biocapacity per capita, paired with a GDP per capita above the world average.

The identification of Healthy-Replicable-Sustainable (HRS) standards has enabled us to assess the status and progress toward the sole global health goal defined in the WHO Constitution—achieving the best feasible health for all. It has also allowed us to inversely estimate the gap in health outcomes as “excess mortality” (avoidable deaths) compared to the HRS reference.

Data are analyzed periodically by country, time period, sex, and age group, as availability permits. Recent analyses suggest that approximately 16 million excess deaths occur annually—representing 25% of all deaths—a proportion that has remained relatively stable over the past four decades. Excess mortality is disproportionately higher among women (30%), children under 15 years old (80%), and populations in low-income or low-“development” countries (approximately 50%)[8].

Equinomics

Dignity Threshold and Deficit Countries

The identification of “best feasible levels of health,” as described above, enables us to determine the level of GDP per capita associated with the HRS (Healthy-Replicable-Sustainable) reference. This is the threshold below which no country has been able to achieve the shared global health commitment, representing the universal right to health—the most fundamental of all human rights.

Since human rights define the basic standards necessary for a life of dignity, we refer to the HRS GDP per capita as the “dignity threshold.”

Figure 3 Deficit pc below the ethical threshold, by country, 2023

The graph above illustrates the 72 countries that, in 2023, had a national average GDP per capita below the previously defined dignity threshold and were therefore unable to achieve the best feasible level of health as outlined in the WHO’s constitutional goal. These countries are referred to as “deficit countries.” As shown in the graph, with bubble sizes representing population figures, the per capita deficit ranges from $3,707 per year in Burundi to $67 per year in Tunisia.

Figure 4 Countries with average GDP pc below the dignity threshold, 2023

As illustrated in the figure above, the deficit countries in 2023 are primarily located in sub-Saharan Africa. They also include Bolivia, Venezuela, Honduras, Guatemala, and Haiti in the Americas; Morocco in Northern Africa; Yemen, Syria, and the Palestinian territories in the Middle East; Ukraine and Moldova in Europe; Tajikistan, Kyrgyzstan, Uzbekistan, Pakistan, and Afghanistan in Central Asia; India, Bangladesh, Nepal, Bhutan, and Myanmar in South Asia; Laos, Cambodia, and the Philippines in Southeast Asia; North Korea in East Asia; and Papua New Guinea, Timor-Leste, Vanuatu, Kiribati, the Solomon Islands, and Samoa in the Pacific.

Figure 5 Deficit GDP by country, 2023

The graph above shows that nearly one-third of the world’s deficit in 2023 is attributable to India, followed by Pakistan, Ethiopia, the Democratic Republic of the Congo, Bangladesh, and Nigeria, each contributing around 5%. Together, these six countries account for half of the global deficit below the dignity threshold.

All countries within the deficit zone experience excess deaths above the HRS reference mortality rates. In 2023, the total number of excess deaths in these deficit countries—representing the net burden of health inequity—reached 12.6 million.

The proportion of excess deaths in relation to all deaths (relative burden of health inequity) in each deficit country is displayed in the graph below.

Figure 6 rBHiE by countries in relation to deficit pc, 2023

While the graph above shows a general correlation between higher deficit GDP per capita and higher relative burden of health inequity (rBHiE), there are several notable outliers. For instance, Nigeria has a much higher excess rBHiE (81%) compared to India (32%) or Bangladesh (20%). In general, sub-Saharan deficit countries tend to have a higher rBHiE than Asian deficit countries, even when their deficit GDP per capita levels are similar.

Excess Threshold and Surplus Countries

The analysis that follows presents one of the most provocative conclusions of the global atlas of health inequity, as it challenges the cultural and economic goals of the dominant market economy/capitalist system, which seeks ever-increasing GDP growth. Not only are GDP per capita levels above a certain threshold now incompatible with the sustainable use of natural resources, but, as the following paragraphs will demonstrate, there is a threshold beyond which human well-being and life expectancy no longer improve and, in fact, may even worsen.

We identified the countries with the highest life expectancy each year from 1961 to 2023, and examined their life expectancy and GDP per capita levels. From 1961 to 1983, Iceland (11 years), Sweden (10 years), and the Netherlands (1 year) had the highest national average life expectancy. From 1984 to the present, Japan has consistently had the highest national average life expectancy. We then analyzed the subnational regions within Japan with the highest life expectancy, focusing on the prefecture of Nara, which reported life expectancy levels of 84.31 years (87.21 for women and 81.36 for men) that exceed the national average, with a GDP per capita of $26,653. The graph below shows the evolution of the highest national levels of life expectancy and their corresponding GDP per capita at both the national and best subnational levels.

Figure 7 Evolution of the highest national life expectancy and its national and subnational GDP pc, 1961-2023

We refer to the GDP per capita of the subregion with the highest life expectancy as the “excess threshold,” above which life expectancy—considered the best measurable proxy for human well-being—ceases to improve further.

The greatest country, the richest country, is not that which has the most capitalists, monopolists, immense grabbings, vast fortunes, with its sad, sad soil of extreme, degrading, damning poverty, but the land in which there are the most homesteads, freeholds — where wealth does not show such contrasts high and low, where all men have enough — a modest living— and no man is made possessor beyond the sane and beautiful necessities.” –Walt Whitman [1819-1892].

The map below shows the countries with GDP pc higher than the excess threshold in 2023.

Figure 8 Countries with GDP pc above the excess threshold, 2023

The map above shows that countries such as North America, the European Union (excluding Eastern Europe and Greece), Japan, South Korea, Australia, New Zealand, and Guyana (due to recent oil-related GDP growth), as well as Israel, Qatar, Kuwait, and the United Arab Emirates in the Middle East, have GDP per capita above the excess threshold. This level of GDP is often referred to as “wasted GDP,” as it no longer contributes to improvements in life expectancy or human well-being[9].

Figure 9 Excess ("wasted") GDP above the excess threshold, by countries, 2023

In 2023, excess GDP above the threshold—beyond which life expectancy and human well-being no longer improve—is concentrated in the USA, accounting for approximately 40% of the global excess. This is followed by Japan, Germany, and the United Kingdom, each with around 8%. The G7 countries collectively hold two-thirds of the global excess GDP, which is ineffective in improving human well-being. This amount is also twice the level required to address the world’s equity deficit and help prevent most of the burden of health inequity, as shown below.

Hoarding threshold

Within countries with excess GDP per capita, we identified the GDP per capita level above which the leveled-off GDP would close the gap in deficit countries. We achieved this by ranking countries according to their GDP per capita and calculating the cumulative differential GDP (GDP per capita multiplied by population). The hoarding threshold represents the GDP per capita above which the cumulative differential GDP meets the deficit gap.

GDP above this level is not only incompatible with respecting planetary boundaries, but it also undermines the right to health for half of the world’s population. As shown below, it indirectly causes over 12 million excess deaths, which is why we refer to it as “toxic GDP.” [10]

For most of the study period, the number of countries with GDP per capita above the hoarding threshold was fewer than 10, meaning that only the excess GDP from these countries could have closed the deficit gap. The following graph shows the evolution of the excess and hoarding thresholds.

Figure 10 Excess and hoarding thresholds 1961-2023

The graph above illustrates how the hoarding threshold increased in parallel with the excess threshold throughout the 20th century, with a difference of about $10,000 between them during the 1980s and 1990s. Since the turn of the century, the hoarding threshold has risen at a much faster rate, reaching a difference of $20,000 by 2010, a gap that has remained stable since then and peaked in the last three years, after the COVI pandemic, to over $30,000.

The map below highlights the countries with GDP per capita above the hoarding threshold. The leveled-off GDP in these countries, which is significantly higher than even the “wasted” excess threshold, could close the global GDP deficit and ensure that all people live above the dignity threshold.

Figure 11 Countries with GDP pc above the hoarding threshold, 2023
Live simply so that others may simply live.

Mahatma Gandhi

Figure 12 Hoarding GDP by countries, 2023

The graph above shows that 68% of the GDP above the hoarding threshold (which is ineffective for human well-being and sufficient to address the world’s GDP deficit and enable global justice/health equity) remains in the USA. This is followed by smaller shares in Switzerland, Australia, Ireland, and Norway, ranging from 5% to 2%.

Equity Zones

The identification of the aforementioned thresholds allows for the definition of the following “equity zones”: deficit (below the dignity threshold), equity (between the dignity and excess thresholds), excess (between the excess and hoarding thresholds), and hoarding (above the hoarding threshold) zones.

The following map illustrates the distribution of countries in the world in 2023 according to their equity zone.

Figure 13 Countries by equity zone, 2023 (black hoarding, grey excess, orange equity, red deficit)

The following graphs represent the evolution of the proportions of the population and GDP by equity zones in the world, from 1961 to 2023:

Figure 14 Proportion of the world population by countries ‘equity zone, 1961-2023

The distribution of the world’s population by countries’ equity zones reveals that around half of humanity lives in countries where GDP per capita is below the dignity threshold, preventing them from enjoying the universal right to health as pledged by all nations under the 1948 WHO Constitution. The fluctuation in 1978 is due to the temporary advancement of India, Indonesia, and Pakistan from the deficit zone to the equity zone, while the shift in 1999 was driven by China’s progress from the deficit to the equity zone, a trend that has remained stable since then.

The graph also shows that the proportion of the global population living in countries within the equity zone has increased from less than 20% in 1961 (partly due to limited data, especially in low-income countries) to around 40% since the turn of the century, largely due to China’s inclusion. The proportion of the world’s population living in countries with GDP per capita above the excess threshold has remained relatively stable, fluctuating between 10-15%, with about half of this population in the hoarding zone.

Figure 15 Proportion of the world´s GDP by countries´ equity zone, 1961-2023

The graph above illustrates the skewed and inequitable distribution of global resources, as reflected by GDP according to countries’ equity zones. When compared to the previous graph on population by equity zone, it is evident that from 1961 to 2023, around half of the world’s population has had access to less than 10% of the world’s resources, living without the universal right to health. Meanwhile, less than 10% of the global population, residing in countries with GDP per capita above the excess threshold, has controlled between 60% and 80% of the world’s resources. Even more striking is the fact that less than 5% of the world’s population, living in countries in the hoarding zone, consumes half of the world’s resources.

This extreme inequality in the distribution of the world’s resources—natural means translated into goods and financial power—leads to the loss of human life, as illustrated by the distribution of the net and relative burden of health inequity, shown in the following graphs.

Figure 16 Proportion of excess deaths (nBHiE) by equity zones 1961-2023

The graph above reveals that 80% of the world’s excess deaths—those exceeding the best feasible health level (HRS)—occurred between 1961 and 2023 in countries with a national average GDP per capita below the dignity threshold. The variation in 1978 is due to the temporary inclusion of India, which accounted for nearly half of the world’s net burden of health inequity (nBHiE), in the equity zone. The increase in the share of nBHiE within the equity zone after 1999 is attributable to China’s inclusion in that zone. In 2023, the nBHiE in deficit countries was 12.6 million (out of a total of 15.6 million), highlighting the extreme unfair distribution of global resources by countries.

This inequitable distribution becomes even more striking when we examine the distribution of life years lost by equity zone, as shown in the following graph.

Figure 17 Proportion of human life years lost due to global health inequity, by equity zone, 1961-2023

The graph above demonstrates that 90% of all life years lost due to global injustice and health inequity occur in countries with GDP per capita below the dignity threshold. This highlights how income above a certain minimum level is essential for achieving the universal right to health and the best feasible level of health.

The following graph illustrates the proportion of all deaths that exceed the HRS reference (rBHiE) by equity zone.

Figure 18 rBHiE by equity zone, 1961-2023

The rBHiE in the deficit zone has averaged between 40-50% from 1961 to 2023, remaining fairly stable around 50% since the turn of the century. In contrast, the rBHiE in the equity zone decreased from around 40% in the 1980s to about 10% since the early 2000s. The rBHiE in the excess and hoarding zones has remained very low, except for the 1981-1983 period, when some oil-exporting countries in the hoarding category experienced a higher burden. A recent peak in rBHiE was observed during the COVID-19 pandemic, with lingering effects into 2023, resulting in 1.6% in the excess zone and 2.6% in the hoarding zone—interestingly, these figures were higher than usual.

Conclusions

Market-driven societies, despite some inclusive policies like the European social model, have been unable to set limits on GDP, income, and wealth. This dynamic has led to exceeding planetary boundaries, threatening the survival of both humans and other forms of life, while allowing around 5% of the global population to hoard resources. As a result, half of the world lives with resources below levels compatible with the right to health. The cost of the current system is approximately 12.5 million excess deaths annually. This unfair inequality, which leads to a silent genocide and ecocide, demands a profound transformation. We must ensure dignity-level resources for all, limiting accumulation beyond the hoarding threshold and moving towards the excess threshold. As we are already analyzing, such redistribution could prevent the tragic burden of excess mortality and release wasted GDP (around 27% of global GDP) to invest in global public goods and advance human well-being in harmony with nature.

 

References

[1] https://www.un.org/en/about-us/universal-declaration-of-human-rights

[2] https://www.who.int/about/governance/constitution

[3] https://www.britannica.com/topic/anthropocentrism

[4] https://www.britannica.com/topic/anthropocentrism

[5] https://www.stockholmresilience.org/research/planetary-boundaries.html

[6] https://www.footprintnetwork.org/what-ecological-footprints-measure/

[7] https://ecochain.com/blog/life-cycle-assessment-lca-guide/#LCA-criticism

[8] The geography of world injustice measured by global health inequity. (In press for cadernos de FioCruz, Brazil and PEAH).

[9] https://www.nature.com/articles/s41599-023-02210-y

[10] https://www.peah.it/2024/04/13164/

 

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