News Flash 598: 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

Mediterranean rainbow wrasse (Coris julis)

News Flash 598

Weekly Snapshot of Public Health Challenges

 

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

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

Expanding legal pathways for labour immigration: a stocktake of the European Commission’s efforts

Declaration of Helsinki embraces health equity

The U.S. & The Global Fund to Fight AIDS, Tuberculosis and Malaria

Pandemic Agreement: ‘Get it done’

Pandemic treaty must ensure timely access to technology and know-how

World AIDS Day 2024

Why are People Still Dying Needlessly of AIDS?  Politics – not Science – is to Blame

How Deep Inequalities Fuel HIV Pandemic

How SA’s HIV fight has changed

New Tools to Address RSV, A Leading Cause of Baby Hospitalisations

Mpox: still no jabs for ‘most at risk’ children in DRC

Mpox’s Lessons on Pandemic Preparedness

Malaria vaccine rollout begins in Africa: the need to strengthen regulatory and safety surveillance systems in Africa

The Real Reasons Drug Prices Are So High

HRR748. MAN APPEARS MORE ALIENATED THAN EVER: CAPITALISM HAS TURNED PERSONAL DIGNITY INTO AN EXCHANGE VALUE…

A critical pathway to reducing maternal, newborn and child mortality

Sexual exploitation, abuse and harassment in humanitarian contexts

Improving measures of women’s and girls’ sexual empowerment

New Study Explores the Need for Expanded Long-Term Care Services to Support Aging-in-Place

Are food banks an ‘underutilized’ solution to hunger?

World Needs Urgent Course Correction for How We Grow Food

Three billion people globally impacted by land degradation

Countries fail to reach agreement on plastic pollution treaty at UN talks in South Korea

Plastic pollution: Why doing nothing will cost us far more than taking action

A healthy earth may be ugly’: How literary art can help us value insect conservation

Giving the Ocean a Fighting Chance Through the Great Blue Wall

A New Compass for Climate Action

Climate Change’s Dire Consequences Laid Bare at International Court of Justice Hearings

 

 

 

 

 

 

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

By the same Author on PEAH

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Reflections About Public Private Partnerships (PPPs) in the Health Sector

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 Open Letter: Justifying Emergency Measures to Tackle Covid-19 Crisis in Europe

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/

 

By the same Author on PEAH

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Human Ethical Threshold of CO2 Emissions and Projected Life Lost by Excess Emissions

 Restoring Broken Human Deal

   Towards a WISE – Wellbeing in Sustainable Equity – New Paradigm for Humanity

  A Renewed International Cooperation/Partnership Framework in the XXIst Century

 COVID-19 IN THE CONTEXT OF GLOBAL HEALTH EQUITY

 Global Health Inequity 1960-2020 Health and Climate Change: a Third World War with No Guns

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Geography of Global Injustice: State of the Burden of Global Health Inequity in 2023

IN A NUTSHELL
Editor's Note
As part of a series, an update here on the State of the Burden of Global Health Inequity in 2023. Alongside the recent revision of international demographic data by the United Nations, this update enhances the sensitivity of estimates by increasing the sample size of population and mortality data by country, time period, sex, and age by 25-fold.

Among a number of significant results, the study continues to highlight Sri Lanka as the sole constant Health Reference Standard (HRS) from 1961 to 2023.
 
It also reveals several critical insights as regards the distribution of the burden of health inequity:
India bears the highest net burden of health inequity (nBHiE), with over 3 million excess deaths annually.
Nigeria experiences the highest number of life years lost due to global health inequity (over 110 million annually).
Chad has the highest relative burden of health inequity (rBHiE), with over 90% of all deaths attributed to inequity.
Sub-Saharan Africa, particularly its tropical belt, remains the region most severely impacted by health inequity

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

Geography of Global Injustice

State of the Burden of Global Health Inequity in 2023

 

Since 2010, significant progress has been made in understanding sustainable health equity (SHE) [i], culminating in the development of the Global Atlas of Health Inequity[ii]. In this update, we integrate the latest demographic data from the UN Population Division[iii]. The new dataset expands the granularity significantly, transitioning from 5-year age groups to single-year cohorts and from 5-year intervals to annual data, increasing the volume of information by a factor of 25.

Given the worrying trend of intra and intergenerational levels of inequity/injustice[iv] and the need for a change of concepts of wellbeing in sustainable equity (WISE) applied to the sociopolitical and economic models, and our individual and collective ethics and lifestyles[v], we have updated before the 5-year former frequency period, the atlas of global health inequity/injustice.

  1. Selection of SHE References

As with previous iterations of the atlas, the selection of countries was based on meeting criteria for health, ecological sustainability, and economic replicability. These criteria define “Healthy, Replicable, and Sustainable” (HRS) countries[vi].

While the forthcoming interactive atlas update will enable visualization of temporal variations in national average per capita data, this analysis focuses on the most recent estimates for 2023. In a recent article[vii] and webinar, we detailed the methodology for identifying countries that satisfy the main HRS criteria using world bank[viii] (life expectancy, GDP and GHI pc, CV and PPP, carbon emissions pc), global footprint[ix] (biocapacity and ecological footprint pc) and WHO (healthy life expectancy)[x] data.

The biocapacity of countries with biocapacity per capita below the global average[xi] underscore the arbitrary and inequitable nature of national borders, which, despite their artificiality, are upheld by international law. Countries with biocapacity per capita above the global average enjoy disproportionate natural resource access and cannot be considered ecologically replicable, as such a privilege cannot extend globally. This includes most of the Americas (excluding Mexico and the Caribbean), Europe (except the UK and Italy), Russia, parts of West Africa, Madagascar, and the region spanning Libya to Zambia. These areas do not serve as replicable references for equitable and sustainable well-being.

Recent studies estimate that the threshold of CO2 emissions consistent with limiting global warming to a 2°C rise above preindustrial levels—the “point of no return”—is determined by the remaining carbon budget[xii] divided by the projected global population through the end of the century. The ethical threshold for CO2 emissions is currently approximately 1.34 metric tons per person per year, while limiting warming to below 1.5°C requires emissions as low as 0.3 metric tons per person per year[xiii]. Presently, countries adhering to this ethical threshold are primarily in sub-Saharan Africa, Central America, and South Asia. This distribution closely mirrors the geographical pattern of countries with ecological footprints per capita below the global average biocapacity per capita.

Human Well-being and Health (2023):

In terms of human well-being, countries with life expectancy above the global average include most of the Americas (except Bolivia and Haiti), Europe, Northwest Africa, the Middle East, the Silk Road region from Turkey to China, parts of Southeast Asia, Japan, Australia, and New Zealand. Disaggregating life expectancy by sex reveals slight differences: for males, Kazakhstan is excluded, while for females, Russia is included.

The countries meeting the HRS criteria consistently from 1961 to 2023 are those that simultaneously exhibit:

  • Health criteria: Life expectancy and healthy life expectancy above the global average.
  • Economic replicability criteria: GDP, GNI per capita (both in CV and PPP terms), and wealth per capita below the global average.
  • Ecological replicability/sustainability criteria: Biocapacity per capita below the global average, ecological footprint below the global average biocapacity per capita, and carbon emissions below the ethical threshold.

These countries are summarized in the following table:

Table 1 List of countries that met all HRS criteria during the 1961-2023 period

Sri Lanka emerged as the country that most consistently met Healthy, Replicable, and Sustainable (HRS) criteria during the period 1961–2024. The only exceptions occurred in 2004 and 2009, when male life expectancy fell slightly below the global average due to elevated young male mortality during the civil war. Considering these circumstances exceptional, Sri Lanka can be regarded as the sole “constant HRS” country over the last 62 years.

A comprehensive analysis of 1,497 development indicators from the World Bank databank compared Sri Lanka’s performance with global averages and those of 55 countries[1] classified as “low health efficiency” (defined as lower life expectancy and higher gross burden of health inequity despite higher GDP per capita than Sri Lanka). Key findings include:

  • Rural population: Sri Lanka has a significantly higher rural population proportion (80.97%) compared to low health efficiency countries (37.23%).
  • Trade policies: The country imposes higher taxes on international trade and import duties (17.1% vs. 6.5% in low health efficiency countries), protecting local production and consumption.
  • Health metrics: According to WHO health statistics, Sri Lanka has a lower average body mass index (23.0 vs. global average 25.0), correlated with lower caloric intake per capita (2,594 kcal/day vs. 2,895 kcal/day) and reduced prevalence of overweight individuals (17.3% vs. 34.3%).
  • Sri Lanka is also unique as the only lower-middle-income country with 100% health insurance coverage, despite allocating a lower share of GDP to health (4.7% vs. 7.33%) and having a higher out-of-pocket health expenditure proportion (46.5% vs. 16.3%), primarily for medicines.

Other HRS References during the study period (1961-2023):

Two countries met HRS criteria for approximately half the 1961–2023 period: Dominican Republic, primarily during the 1960s–1980s and the Philippines, during the 1960s, 1970s, and 1990s.

Three countries met all HRS criteria for about one-third of the study period: Vietnam, from the mid-1980s to 2010, Tunisia, from the mid-1970s to 2000 and Thailand, from the mid-1970s to 1990.

Additional countries meeting HRS criteria for shorter periods include Syria, China, Tonga, Jordan, Armenia, Albania, and several small island nations such as Dominica, St. Lucia, and Mauritius. High-income countries like South Korea and Portugal met HRS criteria briefly in the 1960s.

In the 1970s and 1980s, approximately 10 countries, representing one-fifth of the world population (largely due to China), met HRS criteria. This number declined in the 1990s. From 2010 onward, only 1–3 countries consistently met HRS criteria, including Sri Lanka, Armenia (until 2005), Vietnam (until 2010), Syria (prior to the war), Cape Verde, and Bangladesh (in the last two years of the study period).

Former preliminary analysis identifies subregions in large countries which meet the HRS criteria and add sensitivity in identifying best health feasible models and in estimating the burden of health inequity[xiv]. Likewise, subnational demographic statistics of Sri Lanka[xv] reveal that the southern districts of Sri Lanka have even higher levels of life expectancy, close to 80 years, still with GDP pc below half the world average.

  1. Global Burden of Health Inequity

Using Sri Lanka as the quasi-constant HRS reference (as in the previous analysis of 1960-2020[xvi]), we estimated global health inequity by comparing single-age, sex-specific mortality rates across 218 countries over 62 years (1961–2023), based on the (population and deaths) data from the UN Pop Division[xvii](total of 7,365,300 data). Excess deaths relative to HRS levels constituted the Net Burden of Health Inequity (nBHiE), while the proportion of total deaths exceeding HRS levels represented the Relative Burden of Health Inequity (rBHiE).

As we have recently published[xviii], the estimated number of excess deaths (nBHiE) in 2023 totaled approximately 20 million, representing some 25% of all deaths. This marks a decline from 40% in 1961, although fluctuations occurred due to exceptional events such as the civil war in the HRS reference country, Sri Lanka (2004, 2009) and the impact of the COVID-19 pandemic (2020–2021).

Life years lost (LYLxHiE):

Health inequity accounted for an estimated 800 million life years lost annually, representing 10% of potential human life. This figure has remained stable since the turn of the century, with improvements in under-five mortality offset by higher median ages of excess deaths.

  1. Distribution of the burden of health inequity
  1. Geographical distribution:

The graph below shows the share of nBHiE by countries in 2023:

Figure 1 Net burden of health inequity by countries, 2023

India has the highest number of annual excess deaths, with over 3 million, almost 20% of the world´s, followed by Nigeria, with over 2 million, almost 14%. Together they add one third of all excess deaths globally. They are followed by Pakistan, Indonesia and DRC, around 5% each, and Ethiopia, Russia, the Philippines and South Africa, from 2-3% each.

The comparison of the proportion of all deaths which are in excess from feasible/sustainable (HRS) levels, that is, the relative burden of health inequity, is displayed in the following figure.

Figure 2 Relative burden of health inequity by countries, 2023

With close to 90%, Chad has the highest rBHiE, followed by the Central African Republic, Nigeria, Somalia and Niger.  In 58 countries deaths in excess of HRS levels are more than half of all deaths, 50 of them are in sub-Saharan Africa.

When taking into account the age of each excess (nBHiE) death, the international distribution of life years lost (LLL) by global health inequity shows that Nigeria (with lower median age of its excess deaths) lost last year over 113 million potential human life years, over one in five of all LLL in the world, followed by India, with almost 100 million, 17% of all. They are followed by Pakistan and DR Congo, each with over 35 million LLL and 6% of the world´s. The mentioned five countries comprise over half of the life years lost to health inequity in the world.

Figure 3 International share of life years lost by global health inequity, 2023

In a comparable way, given diverse population sizes, the life years lost per person reflect the highest rates in Nigeria, Chad, Somalia and Niger, with higher than 0.1 (over one month) each. Again, sub-Saharan Africa is the region with higher burden, highest in the Central African belt.

Figure 4 Distribution of life years lost per person, 2023
  1. Sex distribution:

The comparison between the international rBHiE in males and females relates mainly to higher levels of male than male rBHiE in Russia and former USSR countries, and higher female than male rBHiE in India, Pakistan and part of the Arab world.

Figure 5 Comparison of international rBHiE of females and males, 2023

It is interesting to note the differences between male and female life expectancy over time. While in the 1960s the world average difference, always in favor of women, was over 9%, today, after six decades of global progress in women´s rights, it is barely 7%. Taking the world´s average difference, the following map shows those countries with higher-than-average life expectancy sex gap and those with lower.

Figure 6 Life expectancy sex gap ratio to world´s average 2023

The above figure shows how female health is relatively (to world average) better off than men´s in Russia and former Soviet Union´s republics, Namibia, Thailand and Vietnam. Meanwhile, the sex gap in life expectancy is lower than the world average (relatively worse off than what would be expected for women) in regions where women´s rights lag behind as India, Afghanistan, parts of the Arab world and Muslim Sahel, but also in high income/”development”/advanced women´s rights countries as central and northern Europe (notably Scandinavian countries) and Australia/New Zealand.

  1. Age distribution

The rBHiE also varies by age and such variations differ between geographic, income and development regions, as the following graphs show:

Figure 7 Average rBHiE age distribution in the world and geo regions

The above figure shows how the proportion of deaths attributable to global inequity is higher in younger age groups and gradually decreases in older age groups. Such pattern is similar in sub-Saharan Africa, yet at higher levels, and in Central and Southern Asia, with a steeper decrease in Latin America, Northern Africa and Eastern and South East Asia and with a hat/elephant shape (the little prince) in Europe and Northern America.

Figure 8 rBHiE average age distribution by country income and development groups 2023

By income and development regions the low income/less and least developed countries follow the decreasing-with-age rBHiE pattern, steeper as average income increases, and the “bump” pattern during the 15–50-year-old group in higher income/development countries.

  1. Factors influencing the burden of health inequity:

We have plotted the relative burden of health inequity against the following economic and health system variables:

Figure 9 Relative burden of health inequity vs. GDP pc CV, 2023

Similar to the correlation between GDP per capita and life expectancy, the relationship between GDP per capita and the burden of health inequity demonstrates an inverse trend. However, this trend is highly heterogeneous, with the curve flattening above the GDP per capita level of the HRS reference country, Sri Lanka. This analysis highlights the 55 low health-efficiency countries, which have higher GDP per capita than HRS levels but still exhibit significant gross and net health inequity burdens. In some cases, such as the USA, net health inequity (nBHiE) even shows a slight increase at very high GDP per capita levels.

Figure 10 Relation between GINI index and rBHiE, by countries, 2023

We used the national average GINI estimates from the past decade and plotted them against rBHiE levels. The results reveal no clear correlation, as some countries exhibit low inequality but very high rBHiE, and vice versa. The stark contrast between China (GINI 0.46, rBHiE 2%) and India (GINI 0.32, rBHiE 32%) is particularly striking, especially considering that India’s GDP per capita is half the HRS reference level.

However, the relationship becomes more evident as GDP increases. In high-income countries, overall health outcomes—characterized by high life expectancy and low rBHiE—tend to improve as GINI decreases. A notable comparison is between Japan (GINI 0.32, no rBHiE, life expectancy 85 years) and the USA (GINI 0.47, 3% rBHiE, life expectancy 77 years).

Figure 11 National average health expenditure pc in PPP units, 2022, and rBHiE

The graph above illustrates the relationship between health expenditure per capita and rBHiE. Similar to GDP per capita, there appears to be a threshold of health spending per capita beyond which rBHiE does not decrease further. In fact, some countries with significantly higher health expenditure per capita than the HRS reference still exhibit measurable levels of rBHiE.

The case of the USA is particularly notable: even after adjusting for purchasing power parity, health spending is more than 100 times higher than in Sri Lanka, yet it fails to eliminate rBHiE entirely, though the rates are relatively minor.

Figure 12 % of health spending pooled by government health spending vs. rBHiE

The proportion of health spending allocated through government services influences better health outcomes, as shown in the figure above. However, this correlation diminishes above 50%—the level seen in the HRS reference. Notably, several countries, including some from the low health efficiency group, exhibit high rBHiE levels despite government health spending exceeding 50%.

Figure 13 % of health spending through out of pocket, vs. rBHiE 2023

One of the primary barriers to equitable access and coverage of health services, as identified by the WHO[xix], is direct payments at the point of delivery. Surprisingly, the graph above reveals no clear correlation between the share of health spending through out-of-pocket payments and rBHiE levels. For example, Sri Lankan citizens allocate one-third of their health budget to direct payments, particularly for medicines at the primary care level, yet remain the HRS reference, with null rBHiE.

Conversely, some countries with a much lower share of out-of-pocket payments, particularly in sub-Saharan Africa (represented by blue bubbles), exhibit high rBHiE rates. Most countries with lower rBHiE levels, such as those in Europe and East Asia, tend to have smaller shares of direct health spending, though this relationship is complicated by GDP per capita as a confounding variable.

The contrast between China and India highlights the complexity of this issue: China has significantly better health outcomes and lower direct health spending, while India has twice the share of out-of-pocket payments and far poorer health indicators. These findings suggest a complex, nonlinear relationship influenced by numerous other factors.

Figure 14 Relation between human resources for health and health outcomes

As with health financing, the number of health professionals influences better health (higher life expectancy and lower rBHiE) until reaching a certain threshold above which the curve flattens. The HRS reference enjoys best feasible/sustainable health with 1 physician and 3 nurses/midwives per thousand people, and Japan, the country with highest life expectancy, has 2 physicians and 10 nurse/midwives per each 1000 people. Income, living conditions and overall health financing qualify this and all correlations above described.

Conclusions

The updated identification of the best feasible levels of health, essential for monitoring progress toward the sole global health objective—achieving the best feasible health for all people—continues to highlight Sri Lanka as the sole constant Health Reference Standard (HRS) from 1961 to 2023. This update, alongside the recent revision of international demographic data by the United Nations, has significantly enhanced the sensitivity of estimates by increasing the sample size of population and mortality data by country, time period, sex, and age by 25-fold.

Currently, the burden of health inequity accounts for approximately 20 million excess deaths annually (net burden), representing roughly 25%—or one in four—of all deaths. This equates to around 800 million human life years lost annually, compared to the potential achievable under best feasible health for all populations.

We explored factors underlying the singularity of the HRS model by comparing a wide range of variables between the HRS reference (Sri Lanka), the global average, and low-health-efficiency countries (those with higher GDP per capita than HRS but lower life expectancy and higher gross burdens of health inequity). Key findings include:

  • The HRS model features a higher rural population share, lower weight-for-age and calorie intake per capita, lower global trade engagement, and a tax-based universal health system.
  • Surprisingly, the HRS model has a lower government health spending share and a higher reliance on out-of-pocket payments compared to other systems.

Analysis of the distribution of the burden of health inequity revealed several critical insights:

  • India bears the highest net burden of health inequity (nBHiE), with over 3 million excess deaths annually.
  • Nigeria experiences the highest number of life years lost due to global health inequity (over 110 million annually).
  • Chad has the highest relative burden of health inequity (rBHiE), with over 90% of all deaths attributed to inequity.
  • Sub-Saharan Africa, particularly its tropical belt, remains the region most severely impacted by health inequity.

Sex-specific analysis shows that globally, women experience a higher rBHiE than men (approximately 30% vs. 27%), and this gap has widened since the 1960s. Notably, the genetic advantage of women in life expectancy has decreased, with the life expectancy gap shrinking from 9% in the 1960s to 7% today. Among regions:

  • The former Soviet Union exhibits the largest sex gap, with women often better off or men worse off than expected.
  • Conversely, India, the Arab/Muslim world, and, surprisingly, high-income countries with high women’s rights indices (e.g., Central and Northern Europe, the USA, and Australia) show a smaller-than-average life expectancy gap between sexes.

Age-specific patterns reveal that in regions with high rBHiE—such as sub-Saharan Africa, low-income regions, and least-developed countries—the burden is disproportionately concentrated among children and declines with age. In contrast, countries with lower rBHiE levels show a steeper decline with age, with high-income countries experiencing rBHiE primarily among young adults.

Our analysis of variables associated with higher BHiE levels found that factors such as income inequality (measured by GINI), government health spending shares, out-of-pocket payment shares, and total health spending (adjusted for GDP per capita) are not major determinants of the burden of health inequity, contrary to initial assumptions.

As emphasized in previous studies, advancing to higher-sensitivity analyses using subnational data worldwide is crucial. Such analyses would enable the identification of healthier, more equitable, and sustainable health models, distinct from existing HDI paradigms. They would also provide a clearer understanding of the levels and distribution of health inequity and social injustice, facilitating fair global redistribution efforts and supporting progress toward the universal right to health and the best feasible health for all populations.

 

Footnote

[1] Algeria, American Samoa, Armenia, Aruba, Azerbaijan, Bahamas, The, Barbados, Belarus, Belize, Botswana, Brazil, Brunei Darussalam, Bulgaria, Curacao, Dominica, Dominican Republic, Egypt,  Arab Rep., El Salvador, Equatorial Guinea, Fiji, Gabon, Georgia, Grenada, Guatemala, Guyana, Indonesia, Iraq, Jamaica, Kazakhstan,  Libya, Lithuania, Malaysia, Marshall Islands, Mauritius, Mexico, Mongolia, Montenegro, Namibia, Nauru, North Macedonia, Palau, Paraguay, Romania, Russian Federation, Serbia, Seychelles, Sint Maarten (Dutch part), South Africa, St. Kitts and Nevis, St. Lucia, St. Vincent and the Grenadines, Suriname, Tonga, Trinidad and Tobago, Turkmenistan

References

[i]Garay JE, Chiriboga DE. A paradigm shift for socioeconomic justice and health: from focusing on inequalities to aiming at sustainable equity. Public Health. 2017 Aug;149:149-158. doi: 10.1016/j.puhe.2017.04.015. Epub 2017 Jun 20. PMID: 28645046.

[ii] https://www.interacademies.org/news/launching-global-health-equity-atlas

[iii]https://population.un.org/wpp/

[iv]https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(24)01339-4/fulltext

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

[vi]Garay, J., Chiriboga, D., Kelley, N., & Garay, A.  (2019, February 25). Health Equity Metrics. Oxford Research Encyclopedia of Global Public Health. Retrieved 20 Nov. 2024, from https://oxfordre.com/publichealth/view/10.1093/acrefore/9780190632366.001.0001/acrefore-9780190632366-e-62.

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

[viii]https://databank.worldbank.org/

[ix]https://data.footprintnetwork.org/#/

[x]https://data.who.int/indicators/i/48D9B0C/C64284D#:~:text=Worldwide%2C%20healthy%20life%20expectancy%20at,%2D%2062.7%5D%20years%20in%202021.

[xi]https://www.footprintnetwork.org/what-biocapacity-measures/#:~:text=Given%20the%2012.2%20billion%20hectares,biocapacity%20per%20person%20on%20Earth.

[xii]https://www.nature.com/articles/s41558-023-01848-5

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

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

[xv] www.statistics.gov.lk

[xvi]https://www.peah.it/2021/04/9658/

[xvii] https://population.un.org/wpp/

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

[xix] Sirag A, Mohamed Nor N. Out-of-Pocket Health Expenditure and Poverty: Evidence from a Dynamic Panel Threshold Analysis. Healthcare (Basel). 2021 May 3;9(5):536. doi: 10.3390/healthcare9050536 PMID: 34063652; PMCID: PMC8147610

By the same Author on PEAH


The Price of Global Injustice in Loss of Human Life

Identifying International Sustainable Health Models 

Homo Interitans: Countries that Escape, So Far, the Human Bio-Suicidal Trend

Human Ethical Threshold of CO2 Emissions and Projected Life Lost by Excess Emissions

 Restoring Broken Human Deal

   Towards a WISE – Wellbeing in Sustainable Equity – New Paradigm for Humanity

  A Renewed International Cooperation/Partnership Framework in the XXIst Century

 COVID-19 IN THE CONTEXT OF GLOBAL HEALTH EQUITY

 Global Health Inequity 1960-2020 Health and Climate Change: a Third World War with No Guns

 Understanding, Measuring and Acting on Health Equity

Committing Gainhopes Towards Low-Income Pregnant Women In Ethiopia

IN A NUTSHELL
Editor's Note


Find below a brief on an additional initiative by PEAH acknowledged partner and Ethiopian activist Liele Netsanet Desta.

Dr. Netsanet has founded Gainhopes as a visionary non-profit organization with the mission to empower women and provide them with the resources and opportunities they need to overcome obstacles and reach their full potential.

See HERE the interview to her PEAH made few months ago.

Now, in turning the spotlight on Gainhopes initiative summarized below, PEAH aims to serve as an intermediary while inviting our network and interested readership to interact with and comment on the content of this post

By Liele Netsanet, MD

Founder and CEO at Gainhopes,  Ethiopia

lielenetsanet1@gmail.com

+251909525175

Committing Gainhopes Towards Low-Income Pregnant Women In Ethiopia 

Vision of a world where leadership knows no bounds and women are empowered to rise and shine

 

Currently, the Gainhopes team is engaged in doing an outstanding job in preventing mother-to-child transmission of HIV/AIDS through screening and counseling on ART adherence in Ethiopia.

We conduct home-to-home HIV/AIDS screenings to support low-income pregnant women who lack access to antenatal care (ANC) and also screen for pregnancy-related hypertensive disorders to reduce potential negative health outcomes for newborns.

After the screenings, we provide counseling to HIV-positive pregnant women on ART adherence using various techniques and connect them with local hospitals for ANC follow-up.

We facilitate ANC follow-ups for all pregnant women by collaborating with local healthcare centers.

Additionally, we offer counseling on breastfeeding for HIV-positive mothers and provide guidance on perinatal care to help prevent the transmission of HIV to their newborns.

 

PEAH readers are invited to interact with and comment on the content of this post. Contact person:

Liele Netsanet, MD

lielenetsanet1@gmail.com

+251909525175

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The Price of Global Injustice in Loss of Human Life

IN A NUTSHELL
Author's Note
As part of a series, a new analysis here calling for subnational data and analysis to render higher sensitivity in identifying ethical efficient human models and in estimating the burden of failing to adjust our lifestyles and human dynamics to sustainable wellbeing patterns

By Juan Garay

Professor of Global Health Equity Ethics and Metrics in Spain (ENS), Mexico (UNAChiapas), and Cuba (ELAM, UCLV, and UNAH)

Co-founder of the Sustainable Health Equity movement

Valyter.es

The Price of Global Injustice in Loss of Human Life

Update of the Analysis of the Global Burden of Health Inequity 1961-2023

 

1947 WHO’s constitutional goal—achieving the best feasible health for all people[i] is the only globally shared health objective among nations. However, it is not measured by WHO or any government despite the 2009 World Health Assembly commitment to do so[ii].

Failing to identify the best feasible level of health leaves the partial analysis of health inequalities by arbitrary variables as the global reference of health justice monitoring[iii] fueling the fragmentation of health views and actions[iv].

Previous articles this year have used the recent UN Population 1950-2023 population and mortality estimates and 2024-2100 prospects to update the ethical ecological sustainability thresholds—1.42 hectares per capita for biocapacity and ecological footprint[v], and 1.34 metric tons of CO2 emissions per capita[vi]. Only 16 countries have constantly held footprints per capita respecting nature´s recycling capacity constantly from 1961-2023[vii]. All countries with GDP pc above the world average (measuring the economic transactions and their relation with production, trade and consumption) disrespect planetary boundaries, regardless technological advances and often rhetorical global commitments. Amongst the ecologically sustainable countries, only one has levels of life expectancy, that being above the world average, can inspire the world to progress in wellbeing while respecting its resources for coming generations: Sri Lanka. It uses less than half the world’s average economic resources per capita and only 12% of the world average health spending per capita, yet enjoys 10% higher of life expectancy. The international data have major limitations and hide major subnational disparities. The present analysis calls for subnational data and analysis to render higher sensitivity in identifying ethical efficient human models and in estimating the burden of failing to adjust our lifestyles and human dynamics to sustainable wellbeing patterns. Preliminary analysis of larger countries suggests subnational references in some regions of India, China, Russia, Indonesia, Pakistan, Brazil and Bangladesh[viii]. None of the European Union countries, USA states and other OECD countries respect planetary boundaries, and their “development” references, as the human development index ranking, guides towards human self- and nature´s ecocidal destruction[ix].

From 2011 to 2021 we have used international data from the world bank, the global footprint network and the world health organization, to select sustainable wellbeing references. As the UN used to publish population and mortality estimates every five years, we estimated the number and proportion of excess deaths from the mentioned references for the periods 1960-2010[x] (book[xi] ), -2015[xii] (book[xiii]) and -2020[xiv] (online atlas[xv]). Up to now, the data were the average of 5-year periods and were disaggregated by country, sex and 5-year age groups. The 2024 revision has been upgraded from 5-year periods to annual time series, and from 5-year age groups to single ages[xvi] and revised retrospectively the full time series since 1950. It incorporates a systematic and comprehensive set of mortality crises for all countries/areas since 1950 and includes excess mortality attributable to COVID-19 in 2020-2021 and since then. The changes are substantial, as the tables below show.

Table 1 World population prospects´ changes from 2021 to 2024 UN reports

Table 2 World deaths estimates´ changes from 2021 to 2024 UN reports

In countries like China they relate to the major historical demographic changes experienced during the Great Leap Forward, the Cultural Revolution and one-child policy periods that have affected population cohorts. Given their share of the world population, those changes have a significant impact on the overall world demographic data update.

With the mentioned updated UN population data, we estimated the annual mortality rates from 1950-2023 by single year age groups and sex and the differential mortality rates with the healthy-replicable-sustainable -HRS- health (best feasible health) reference (6.6 million data each). We then applied the differential mortality rates to the reference population of each country and group and selected those in excess in each case (again 6.6 million data) to calculate the net burden of health inequity (nBHiE). The following graph represent the world´s aggregate data:

Figure 1 World net burden of health inequity

Since 1963 the number of deaths in excess from the best feasible and sustainable levels of health (shared global health objective since 1947´s WHO constitution) has been around 20 million, 20.18 million in 2023. The acute fluctuations between 2004 and 2009 relate to high adult mortality during the civil war in Sri Lanka, the HRS reference, while the peak in 2020-2021 reflect the impact of the COVID-19 pandemic.

To better compare countries, age and sex groups, we calculated the proportion of all deaths that were in excess of the best feasible (HRS) levels, that is, the relative burden of health inequity (rBHiE). See rBHiE world data in the following graphs:

Figure 2 World Relative burden of health inequity 1961-2023

The graph above shows how the proportion of all deaths explained by global social/health injustice/inequity, has decreased in men from 45% in 1961 to some 25% in the 90s and remained quite stable since then, allowing for the acute fluctuations mentioned above in the nBHiE. As for women, the levels remained around 40% until the turn of the century and have decreased to some 30% in the last two decades with the mentioned fluctuations.

To calculate the human life years lost due to health inequity (LYLxHiE), we multiplied each excess death (nBHiE) by the difference of the age it took place with the HRS life expectancy at that given age group, sex, and year. The total number of life years lost due to global health inequity is represented in the following graph as well as the proportion of human life lost per person.

Figure 3 Life years lost in the world due to global health inequity

The representation of the life years lost due to global health inequity reveals a stable figure around 800 million since the turn of the century, with the acute fluctuations explained above. The proportion of potential human life (best feasible level) lost each year due global inequity/injustice has gradually decreased from 30% in 1961 to around 10% in 2023, as the median age of each excess death has increased due to the reduction of under five mortality in the last 62 years.

Conclusions: the recent UN population update, together with the estimates of carbon budget before we hit the 1.5º global warming enable the identification of the carbon footprint pc ethical threshold. Such carbon ethical threshold together with the world average biocapacity pc and ecological footprint serve as the ecological sustainability criteria which selects only 16 countries that have been constantly respected nature´s recycling capacity. No country with macroeconomic indicators of GDP/GNI measured in CV/PPP pc and wealth pc above world weighted average met the sustainability criteria. Among those ecologically sustainable and economically replicable countries, only one country had constantly a life expectancy at birth, both for women and men, above world average since 1961, and healthy life expectancy (deducting the burden of disability) above world average since measured in 1990. Such country is Sri Lanka, which hosts only 0,2% of the world population. Having only one HRS reference means that its fluctuations in mortality rates, as experienced during the civil war, impact the estimates of the burden of health inequity. As mentioned above, when looking at subnational regions in the 10 countries with higher population (representing 60% of the world population), we could see, only for the last 5-year period average data on life expectancy and GDP pc at CV/PPP, highly correlated with carbon emissions and ecological footprint especially when considering the consumption dimension, that 22 subnational regions representing some 6% of the world population may meet the HRS criteria. A detailed analysis of the world’s approximately 80,000 districts will likely uncover the most efficient and sustainable models rendering much higher sensitivity to the analysis of the burden of health inequity, its distribution and the identification of features (social, political, economic, cultural and environmental) that enable equitable and sustainable (fair) human well-being[xvii].

 

References

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

[ii] https://iris.who.int/handle/10665/2257

[iii] https://www.who.int/data/inequality-monitor

[iv] https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(18)32072-5/abstract

[v] https://www.footprintnetwork.org/

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

[vii] Afghanistan, Burundi, Benin, Burkina Faso, Comoros, Haiti, Kenya, Cambodia, Sri Lanka, Malawi, Niger, Nepal, Pakistan, Philippines and Rwanda

[viii] India (Kerala, Nagaland), China (Shanxi, Guangxi, Anhui, Sichuan, Henan), Russia (Ingushetia, Chechnya, Kabardino, Dagestan, Karachay in the North Caucasus), Indonesia (Sulawesi, Kalimantan, Bali, Java), Pakistan (FATA), and Brazil (Piaui, Alagoas, Paraiba, Ceara, Para, Rio Grande do Norte)

[ix] https://www.peah.it/2024/09/13667/

[x] https://www.peah.it/2015/10/understanding-measuring-and-acting-on-health-equity/

[xi] https://www.binasss.sa.cr/eng.pdf

[xii] https://oxfordre.com/publichealth/view/10.1093/acrefore/9780190632366.001.0001/acrefore-9780190632366-e-62.

[xiii] https://my.editions-ue.com/catalogue/details/fr/978-3-330-86865-6/the-ethics-of-health-equity

[xiv] https://www.peah.it/2021/04/9658/

[xv] https://gobierno.uniandes.edu.co/es/Noticias/atlas-medici%C3%B3n-equidad-salud

[xvi] https://population.un.org/wpp/Methodology/

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

 

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