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Introduction to Sociology

Social Sciences

Theoretical Perspectives on Global Stratification

Tác giả: OpenStaxCollege

As with any social issue, global or otherwise, there are a variety of theories that scholars develop to study the topic. The two most widely applied perspectives on global stratification are modernization theory and dependency theory.

Modernization Theory

According to modernization theory, low-income countries are affected by their lack of industrialization and can improve their global economic standing through:

  1. an adjustment of cultural values and attitudes to work
  2. industrialization and other forms of economic growth (Armer and Katsillis 2010)

Critics point out the inherent ethnocentric bias of this theory. It supposes all countries have the same resources and are capable of following the same path. In addition, it assumes that the goal of all countries is to be as “developed” as possible. There is no room within this theory for the possibility that industrialization and technology are not the best goals.

There is, of course, some basis for this assumption. Data show that core nations tend to have lower maternal and child mortality rates, longer life spans, and less absolute poverty. It is also true that in the poorest countries, millions of people die from the lack of clean drinking water and sanitation facilities, which are benefits most of us take for granted. At the same time, the issue is more complex than the numbers might suggest. Cultural equality, history, community, and local traditions are all at risk as modernization pushes into peripheral countries. The challenge, then, is to allow the benefits of modernization while maintaining a cultural sensitivity to what already exists.

Dependency Theory

Dependency theory was created in part as a response to the western-centric mindset of modernization theory. It states that global inequality is primarily caused by core nations (or high-income nations) exploiting semi-peripheral and peripheral nations (or middle-income and low-income nations), creating a cycle of dependence (Hendricks 2010). As long as peripheral nations are dependent on core nations for economic stimulus and access to a larger piece of the global economy, they will never achieve stable and consistent economic growth. Further, the theory states that since core nations, as well as the World Bank, choose which countries to make loans to, and for what they will loan funds, they are creating highly segmented labor markets that are built to benefit the dominant market countries.

At first glance, it seems this theory ignores the formerly low-income nations that are now considered middle-income nations and are on their way to becoming high-income nations and major players in the global economy, such as China. But some dependency theorists would state that it is in the best interests of core nations to ensure the long-term usefulness of their peripheral and semi-peripheral partners. Following that theory, sociologists have found that entities are more likely to outsource a significant portion of a company’s work if they are the dominant player in the equation; in other words, companies want to see their partner countries healthy enough to provide work, but not so healthy as to establish a threat (Caniels and Roeleveld 2009).


Modernization theory and dependency theory are two of the most common lenses sociologists use when looking at the issues of global inequality. Modernization theory posits that countries go through evolutionary stages and that industrialization and improved technology are the keys to forward movement. Dependency theory, on the other hand, sees modernization theory as Eurocentric and patronizing. With this theory, global inequality is the result of core nations creating a cycle of dependence by exploiting resources and labor in peripheral and semi-peripheral countries.

Section Quiz

One flaw in dependency theory is the unwillingness to recognize _______.

  1. that previously low-income nations such as China have successfully developed their economies and can no longer be classified as dependent on core nations
  2. that previously high-income nations such as China have been economically overpowered by low-income nations entering the global marketplace
  3. that countries such as China are growing more dependent on core nations
  4. that countries such as China do not necessarily want to be more like core nations

One flaw in modernization theory is the unwillingness to recognize _________.

  1. that semi-peripheral nations are incapable of industrializing
  2. that peripheral nations prevent semi-peripheral nations from entering the global market
  3. its inherent ethnocentric bias
  4. the importance of semi-peripheral nations industrializing

If a sociologist says that nations evolve towards more advanced technology and more complex industry as their citizens learn cultural values that celebrate hard work and success, she is using _______ theory to study the global economy.

  1. modernization theory
  2. dependency theory
  3. modern dependency theory
  4. evolutionary dependency theory

If a sociologist points out that core nations dominate the global economy, in part by creating global interest rates and international tariffs that will inevitably favor high-income nations over low-income nations, he is a:

  1. functionalist
  2. dependency theorist
  3. modernization theorist
  4. symbolic interactionist

Dependency theorists explain global inequality and global stratification by focusing on the way that:

  1. core nations and peripheral nations exploit semi-peripheral nations
  2. semi-peripheral nations exploit core nations
  3. peripheral nations exploit core nations
  4. core nations exploit peripheral nations

Short Answer

There is much criticism that modernization theory is Eurocentric. Do you think dependency theory is also biased? Why or why not?

Compare and contrast modernization theory and dependency theory. Which do you think is more useful for explaining global inequality? Explain, using examples.

Further Research

For more information about economic modernization, check the Hudson Institute at

Learn more about economic dependency at the University of Texas Inequality Project:


Armer, J. Michael and John Katsillis. 2010. “Modernization Theory.” Encyclopedia of Sociology, edited by E. F. Borgatta. Retrieved January 5, 2012 (

Caniels, Marjolein, C.J. Roeleveld, and Adriaan Roeleveld. 2009. “Power and Dependence Perspectives on Outsourcing Decisions.” European Management Journal 27:402–417. Retrieved January 4, 2012 (

Chang, Leslie T. 2008. Factory Girls: From Village to City in Changing China. New York: Random House.

Hendricks, John. 2010. “Dependency Theory.” Encyclopedia of Sociology, edited by E.F. Borgatta. Retrieved January 5, 2012 (

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