The Political Economy of Education and
Development in an Open Economy
François Bourguignon and Thierry Verdier*
Abstract
If the price effect of opening up a developing economy may be expected to act as a disincentive for invest-
ment in human capital, the opposite is likely to be true of the income effect, especially in the presence of
credit market imperfections among the poor. It is shown in this paper that this may no longer be the case
in a society initially dominated by an oligarchic capitalist elite that is afraid of losing its political control in
favor of an educated middle class. Although it may sometimes be in its interest to democratize by subsidiz-
ing education when the economy is closed, incentives to do so disappear when the economy is open to trade
or factor flows.
1. Introduction
Globalization increasingly seems an unavoidable fact. It affects countries through
various channels: international trade, financial liberalization, foreign direct investment,
migrations, and technology transfers.While generating potentially important economic
gains for the world economy, globalization has been questioned in terms of its
distributional effects. A growing literature is now seeking to identify the various
mechanisms through which deeper international integration may affect distribution
and generate domestic redistributive conflicts. In particular, an important stream of the
recent trade and labor literature has tried to identify the respective roles of skill-biased
technological changes and foreign trade in explaining the increase in wage inequality
or unemployment observed in several developed and developing economies in the last
decades. A discussion has also started on the role of domestic institutions in shelter-
ing open economies from the hazards of globalization and in making external
liberalization socially acceptable (Rodrick, 1999, 2000a,b).
A channel which has received less attention—although it may well explain much of
the diversity of countries’ experiences with respect to globalization—is education, or
more exactly the response of human capital investments to the opening of national
economies. This channel may actually be quite important. First, human capital accu-
mulation is certainly a crucial determinant of growth and poverty reduction. Secondly,
as education has a direct effect on distribution, the educational response may mitigate
or, on the contrary, reinforce the distributive consequences of openness. Finally, a third
potentially important characteristic of human capital accumulation is the strong link
between education and political participation emphasized by political scientists and
Review of International Economics, 13(3), 529–548, 2005
© Blackwell Publishing Ltd 2005, 9600 Garsington Road, Oxford OX4 2DQ, UK and 350 Main Street, Malden, MA 02148, USA
*Bourguignon: World Bank, 1818 H Street NW, Washington, DC 20433, USA. Tel: (202) 4733774; Fax: (202)
5220906; E-mail: Fbourguignon@worldbank.org. Verdier: PSE, Paris-jourdan Sciences Economiques, 48
Boulevard Jourdan, 75014 Paris, France. Tel: 33-1-43 13 63 08; Fax: 33-1-43 13 63 10; E-mail:
verdier@pse.ens.fr.An earlier version of this paper was presented at the workshop on “Poverty and Income
Inequality in Developing Countries,” organized by CEDERS and the OECD Development Center, Mar-
seille, 27–28 November 2000. Later versions were presented at seminars in the World Bank, IGIER, and the
Royal Economic Society Conference in Durham. We thank two anonymous referees for useful comments
and suggestions.