The Pitfalls of the So-Called Democratic System of the World’s Dominant Political, Economic and Military Power: The United States Through the Lens of Sustainable Health Equity

IN A NUTSHELL
Author's note
Democracy is commonly defined as a system of government based on popular sovereignty, political participation, free and fair elections, fundamental rights, the rule of law and public accountability. However, these institutional principles do not necessarily guarantee equal opportunities to influence political decisions, equitable access to the conditions required for human dignity, or accountability for the consequences of national power beyond territorial borders.

This article examines the United States, the world's dominant military power and one of its leading political, economic and financial actors, through the framework of Sustainable Health Equity. It analyses the contradictions between formal political equality and unequal effective influence arising from campaign financing, wealth concentration, party structures, access to candidacy, political communication and electoral participation. It then considers the relationship between economic inequality, healthcare expenditure and population health, using comparisons with Japan, Greece and Sri Lanka. Finally, it examines the international consequences of US power through military expenditure, the United Nations Security Council, economic sanctions, trade policy, the international role of the dollar and financial information infrastructures.

The article is situated in the aftermath of the November 2026 US midterm elections, in which Democrats gained control of both chambers of Congress. This outcome demonstrates the continuing capacity of electoral competition to impose political accountability. Nevertheless, alternation in legislative control does not necessarily transform the structural distribution of political and economic influence.

A central contribution of the article is the proposal of Sustainable Equity Democracy, grounded in ethical principles of equal human worth, justice, common good, minimum dignity, equitable participation, solidarity, accountability, intergenerational responsibility and respect for planetary boundaries. The philosophical discussion draws on Plato's conception of the common good, while recognising the historical limitations of his political model. Contemporary planetary science provides an additional ethical imperative: the 2026 Planetary Health Check reports that seven of the nine planetary boundaries have been transgressed.

The article argues that democracy cannot be adequately assessed solely through electoral procedures and constitutional rights. Its substantive legitimacy must also be evaluated according to how fairly power, resources, health opportunities and ecological responsibilities are distributed, and whether decisions protect the dignity and freedom of present and future generations

By Juan Garay  

Co-Chair, Sustainable Health Equity Movement (SHEM)

Professor and Researcher in Health Equity, Ethics and Metrics

Founder, Valyter Ecovillage

By the same Author on PEAH: HERE

The Pitfalls of the So-Called Democratic System of the World’s Dominant Political, Economic and Military Power

The United States Through the Lens of Sustainable Health Equity

 

1. Introduction: What should democracy mean in the twenty-first century?

Democracy is one of the most influential political ideals of modern societies. Its legitimacy rests on the principle that political authority derives from the people rather than from hereditary privilege, imposed rule or the arbitrary power of individuals and institutions.

In its contemporary constitutional form, democracy is generally associated with popular sovereignty, universal and equal suffrage, free and fair elections, political pluralism, freedom of expression and association, the rule of law, protection of fundamental rights and accountability of public authorities. These principles are indispensable. Without them, citizens’ capacity to exercise political agency, challenge authority and influence collective decisions is severely restricted.

However, an essential question remains: are these institutional guarantees sufficient to make a society genuinely democratic?

The principle of one person, one vote establishes formal political equality at the ballot box. It does not necessarily establish equality in the capacity to influence which candidates become available, which issues dominate public debate, which interests shape legislation or which groups benefit from public policies. Nor does it guarantee that all people possess the education, security, health, time, information and material resources needed to exercise their political rights meaningfully.

A person experiencing poverty, insecure employment, inadequate housing, poor health or limited access to reliable information -or the capacity to critically analyse unreliable information- may formally enjoy the same political rights as a billionaire, corporate executive or major political donor. Yet their practical capacity to influence public decisions can be profoundly different.

This distinction between formal equality and substantive equality is central to understanding the limitations of contemporary electoral democracy.

A further limitation emerges when democracy is considered only within national borders. Decisions taken by powerful governments can profoundly affect people living in other countries, who have no vote, representation or direct mechanism of accountability within the institutions making those decisions. Military interventions, economic sanctions, trade restrictions, financial policies and international institutional arrangements can influence the availability of food, medicines, employment, public revenue and essential services in societies whose populations have no direct political voice in the decisions concerned.

The democratic question therefore extends beyond the relationship between governments and their own citizens. It also concerns the accountability of powerful states and institutions to people affected by their actions internationally.

1.1. Towards a substantive and equitable definition of democracy

For the purposes of this article, democracy is understood as:

A system of collective self-government in which all people have equal political rights and meaningful opportunities to participate in, influence and hold accountable the decisions that affect their lives, within institutions that protect fundamental freedoms, ensure the equitable distribution of power and resources, and safeguard the social and ecological conditions necessary for present and future generations to live with dignity.

This is a normative definition proposed for analysis, rather than a claim that international law or existing democratic theory has adopted a single equivalent formulation.

It preserves the essential institutional foundations of democracy while extending its assessment to the conditions required for those foundations to become meaningful in practice.

Five interconnected dimensions follow from this definition:

  1. Political equality: equal rights to vote, stand for election, organise, express opinions and participate in public decision-making, without discrimination or undue barriers.
  2. Equity in effective influence: safeguards against the disproportionate conversion of wealth, institutional privilege, corporate power or control of communication into political influence.
  3. Equity in dignity and opportunity: access to the material, educational, social and health conditions that enable people to exercise their freedoms and participate as equal members of society.
  4. Accountability beyond borders: responsibility for the consequences of national and international decisions affecting populations who may not be represented in the institutions making them.
  5. Intergenerational and ecological responsibility: protection of the environmental systems and shared resources on which the health, freedom and dignity of present and future generations depend.

These dimensions do not imply that every person must have identical income, identical political opinions or identical social circumstances. They require that differences in wealth and status do not become instruments through which some people acquire disproportionate control over collective decisions or deprive others of the conditions necessary for a dignified life.

Democracy, in this broader understanding, is not simply the right to choose those who govern. It is also the capacity to influence what governments do, the equitable distribution of the benefits and burdens of public decisions, and the accountability of power to all those affected.

1.2. Why Sustainable Health Equity is central to democracy

Health equity provides a particularly relevant perspective from which to assess the substantive quality of democratic systems.

Health, the most cherished aspiration of all cultures and times, is not determined exclusively by medical services or individual behaviour. It is shaped by the conditions in which people are born, grow, learn, work, live and age, as well as by their access to power, money and resources. The World Health Organization’s work on social determinants of health equity reinforces the importance of these structural conditions in producing avoidable and unjust differences in health and life expectancy.

Political institutions influence these determinants through decisions about taxation, employment, education, housing, social protection, healthcare, food systems, environmental regulation, public investment and international relations.

Consequently, the distribution of political influence can become a determinant of the distribution of health.

The Sustainable Health Equity framework connects these relationships with a wider understanding of human development. It asks whether societies provide the resources and conditions necessary for every person to live with dignity, whether the benefits of development are distributed equitably, and whether excessive accumulation and consumption undermine the rights of others or the ecological foundations of life and should be therefore restricted.

This perspective challenges the assumption that economic growth, national wealth or military strength are sufficient indicators of social progress. A country may possess enormous financial and technological resources while maintaining substantial inequalities in access to healthcare, housing, education and political influence.

Similarly, a country may enjoy considerable international power while exercising that power in ways that constrain the economic choices, political autonomy or health opportunities of other populations.

Sustainable Health Equity therefore introduces an essential question into the assessment of democracy:

To what extent does the political system convert collective resources and decision-making power into equitable opportunities for health, dignity, participation and sustainable wellbeing?

1.3. The United States as a case study after the 2026 midterm elections

The United States is a particularly relevant case for this analysis.

It has a competitive electoral system, constitutional protections, a substantial civil society, powerful media institutions and mechanisms for public scrutiny and political contestation. These characteristics are important and should be recognised.

At the same time, the country is the world’s foremost military power, one of its largest economies, a central actor in international financial markets and a permanent member of the United Nations Security Council with veto power. Its domestic and international decisions therefore have consequences extending far beyond its national borders.

The November 3, 2026 midterm elections provide a timely context for examining these issues. The reported outcome was a substantial Democratic victory, with Democrats gaining control of both chambers of Congress. They won at least seven additional Senate seats and more than two dozen House districts, creating a new legislative counterweight to President Donald Trump’s administration.

The Associated Press reported that voter dissatisfaction with the cost of living, inflation, the Iran war and concerns about corruption contributed to the electoral climate. These factors should be treated as reported explanations and survey findings, not as a complete causal account of individual voting decisions.

Preliminary turnout estimates indicated approximately 124.3 million ballots cast, demonstrating substantial electoral mobilisation compared to previous years, yet only around 50% of adults with voting rights. Final certified turnout and some individual contest results remained subject to the normal counting and certification processes at the time of this manuscript’s preparation.

The elections demonstrate that electoral competition can provide an effective mechanism for citizens to express dissatisfaction and change the balance of institutional power. However, a change in legislative control does not necessarily transform the underlying inequalities in political financing, economic concentration, access to decision-makers or international power.

The central question is therefore not simply which party wins elections, but whether the institutions and policies that follow contribute to more equitable political participation, human dignity, health and ecological sustainability.

1.4. Aim and research questions

The article addresses five main questions:

  1. To what extent does the US electoral and party system provide equitable opportunities for citizens to influence political decisions?
  2. How do economic concentration and unequal access to political resources affect representation and public accountability?
  3. What do comparisons of healthcare expenditure and life expectancy reveal about the relationship between national wealth and population wellbeing?
  4. How does the international exercise of US political, military, economic and financial power affect the autonomy, development and health opportunities of other populations?
  5. What ethical principles and measurable dimensions would be required to assess and strengthen democracy through a Sustainable Health Equity framework?

The central hypothesis is that electoral democracy remains incomplete when formal political equality coexists with profound inequalities in effective influence, material dignity and the capacity to shape decisions affecting human and planetary wellbeing.

2. Ethical foundations of Sustainable Equity Democracy

A substantive conception of democracy requires an ethical foundation. Without explicit principles, equity can become a vague aspiration, while indicators can measure institutional performance without clarifying the values by which that performance should be judged.

The proposed framework of Sustainable Equity Democracy is grounded in eight mutually reinforcing ethical principles.

2.1. Equal moral worth and equal political consideration

Every human being possesses equal moral worth. Political institutions should therefore recognise every person as deserving equal consideration, protection and opportunities to participate in collective decisions.

This principle is not satisfied merely by granting formal voting rights. It requires institutions to prevent wealth, social status, gender, ethnicity, disability, educational opportunity or other circumstances from becoming unjust barriers to political voice.

Equal moral worth does not require identical outcomes in every dimension of life. It requires that inequalities should not deprive people of their fundamental rights or their capacity to participate as equals.

2.2. Justice and the common good: the contribution of Plato

The ethical foundations of democracy can be connected to classical philosophical discussions of justice.

In Book IV of The Republic, Plato presents an argument that the purpose of the just city should not be to make one particular group exceptionally happy, but to enable the city as a whole to flourish. In the translation by David Horan, Socrates explains that the city is being founded not to privilege one group but so that “the whole city may be as happy as it can possibly be” (Plato, Republic, 420b).

Plato also discusses the dangers of excessive wealth and poverty, arguing that both can undermine the cohesion and unity of the city (Republic, 421d–422a).

These arguments offer a valuable ethical starting point: the legitimacy of political organisation should be judged in relation to the wellbeing of the community as a whole, not merely the prosperity or power of a privileged minority.

However, Plato’s political philosophy was hierarchical and excluded many people from political citizenship, including a large share of slaves at the time. It should not be presented as an early formulation of contemporary democratic equality. The present framework draws on his concern for justice and the common good, while grounding equal political rights in modern principles of human dignity, universal citizenship and human rights.

The contemporary implication is that political and economic arrangements should be evaluated according to whether they contribute to the wellbeing of society as a whole, rather than allowing the interests of powerful groups to dominate collective priorities.

2.3. Minimum dignity and the equitable distribution of resources

Justice requires more than equal formal rights. It requires that every person has access to the minimum material and social conditions necessary for a dignified life.

These include adequate food, safe water, housing, sanitation, education, healthcare, energy, security and opportunities for meaningful participation.

The Sustainable Health Equity framework defines the economic equity space between a minimum dignity threshold and levels of excessive accumulation or consumption that may undermine the dignity and opportunities of others.

This principle is not an argument against all differences in income or wealth and towards egalitarism. It is an ethical argument against arrangements in which extreme deprivation coexists with excessive accumulation, while the resources and productive capacities necessary to secure basic dignity remain insufficiently distributed.

The principle of sufficiency is therefore combined with the principle of equity: societies should guarantee a dignified minimum for all while ensuring that the pursuit of additional wealth does not generate unjust deprivation or ecological damage.

2.4. Equity in effective political participation

A democratic system must protect the capacity of people to influence decisions, not simply their right to cast a ballot.

This requires fair access to candidacy, transparent campaign financing, accountable lobbying, pluralistic media, reliable public information and opportunities for participation between elections.

It also requires attention to the unequal resources that shape political communication and public debate.

The principle is one of effective political equality: no individual, corporation or organised interest should be able to convert economic power into disproportionate control over collective decisions without transparency and accountability.

2.5. Solidarity and responsibility beyond national borders

The consequences of political decisions frequently extend beyond the populations represented by the institutions making them.

Economic sanctions, military operations, trade restrictions, financial regulations and climate policies may affect the health, livelihoods and political autonomy of people in other countries.

An ethical conception of democracy must therefore include responsibility towards populations affected by national decisions, even when they do not possess citizenship or voting rights in the country concerned.

This principle requires international solidarity, transparent impact assessments and mechanisms through which affected populations can be heard and protected.

2.6. Intergenerational justice and responsibility for future life

Democratic decisions should not transfer avoidable social, financial or ecological burdens to future generations.

The interests of people who cannot yet vote must be considered in decisions about public debt, resource extraction, climate policy, biodiversity, infrastructure, technology and environmental protection.

Intergenerational justice requires institutions to consider long-term consequences rather than prioritising immediate political or economic benefits.

2.7. Ecological responsibility and planetary boundaries

Human societies depend on stable Earth systems. Climate regulation, freshwater availability, biodiversity, soil fertility, ocean chemistry and nutrient cycles are not external environmental concerns; they are foundations of human health, food systems, economic activity and social stability.

The Planetary Boundaries framework identifies nine major Earth-system processes that regulate the stability and resilience of the planet.

The 2026 Planetary Health Check reports that seven of the nine boundaries have been transgressed: climate change, biosphere integrity, land-system change, freshwater change, biogeochemical flows, novel entities and ocean acidification. Atmospheric aerosol loading and stratospheric ozone depletion remain within the global safe operating space, although important regional and continuing concerns remain.

This evidence makes ecological responsibility an ethical requirement of political legitimacy, not simply a technical matter for environmental policy.

Planetary boundaries are global Earth-system limits. They do not automatically specify how much each country or individual should consume or emit. The allocation of fair national and individual shares requires additional ethical and political principles, including historical responsibility, capacity to act, basic needs and the right to development.

2.8. Transparency, accountability and precaution

The exercise of political, economic, financial and technological power must be transparent and accountable.

Where decisions may generate serious or irreversible harm, institutions should apply precaution, independent assessment and public scrutiny.

This principle is especially relevant to artificial intelligence, financial modelling, digital political communication, surveillance technologies, economic sanctions and military decision-making.

The ethical legitimacy of a decision cannot depend exclusively on the authority of the institution making it. It must also depend on the evidence supporting it, the proportionality of the action, the transparency of its objectives and the mechanisms available to challenge its consequences.

3. Operational framework: dimensions of Sustainable Equity Democracy

The eight ethical principles can be translated into seven interconnected dimensions for research and policy assessment.

Dimension Ethical foundation Possible indicators
1. Political rights and participation Equal moral worth and political equality Electoral participation, registration barriers, access to candidacy, representation
2. Equitable influence Justice and non-domination Campaign-finance concentration, lobbying transparency, media concentration, public responsiveness
3. Minimum dignity and health Sufficiency and distributive justice Poverty, healthcare access, preventable mortality, housing, education, life expectancy
4. Fair distribution and limits to excess Common good and social equity Income and wealth concentration, access to essential resources, ecological consumption by income group
5. Global solidarity and accountability Responsibility beyond borders Health impact assessments, sanctions effects, trade impacts, international representation
6. Ecological sustainability Planetary stewardship and precaution Greenhouse-gas emissions, material footprint, biodiversity, water and land pressures
7. Intergenerational responsibility Justice across generations Long-term debt sustainability, climate commitments, ecosystem restoration, future-generation impact assessments

These dimensions should be assessed separately before any composite index is calculated. A single score could conceal serious failures in one dimension behind strong performance in another.

A proposed Index of Equitable Political Representation could form one component of the broader framework, while a Sustainable Equity Democracy assessment would incorporate the social, health, international and ecological dimensions.

The objective is not to create a universal ranking without adequate evidence. It is to make structural inequalities visible, comparable and open to public accountability.

4. Methodology and limitations

This article uses a multidisciplinary and comparative approach, drawing on electoral statistics, campaign-finance data, socioeconomic indicators, international health statistics, institutional reports, academic literature and Earth-system science.

The analysis is organised around four interconnected levels:

  1. Domestic political representation and participation.
  2. Domestic economic inequality and health consequences.
  3. International political, military, economic and financial power.
  4. Ecological inequality and the distribution of environmental responsibilities.

The United States is compared with Japan, Greece and Sri Lanka in selected economic and health indicators. These countries do not constitute a representative sample of the world but they are references to best health (Japan), best health under the equity space (Greece) and only economically replicable and ecologically sustainable national reference (Sri lanka). They are included to illustrate how differences in economic resources, health expenditure and social organisation may coexist with different population health outcomes.

Several limitations must be acknowledged.

Electoral participation statistics are not equivalent to measures of political influence. Campaign-finance categories may overlap. Comparable data on the wealth and social backgrounds of candidates, delegates and political office-holders remain incomplete.

Health indicators are influenced by multiple factors, including age structure, disease patterns, social protection, healthcare organisation, lifestyle and environmental conditions. Comparisons cannot establish simple causal relationships between health expenditure and life expectancy.

The international consequences of sanctions, military operations and trade restrictions are also difficult to isolate from other political and economic factors.

Finally, planetary boundaries describe global Earth-system processes. Translating them into national responsibilities requires explicit ethical assumptions concerning historical emissions, capacity, development needs and equitable resource use.

The article should therefore be understood as a critical framework for assessment and future empirical investigation, rather than as a definitive causal evaluation of every dimension of US political power.

5. Inequalities in political representation

5.1. Access to candidacy

The right to stand for public office is an essential component of democratic participation. However, legal eligibility does not guarantee equal practical access.

Candidates need time, financial resources, organisational support, public visibility and access to communication networks. These requirements disproportionately favour individuals with economic security, professional networks and established institutional connections.

Research on the socioeconomic backgrounds of members of the US Congress has identified the overrepresentation of individuals from affluent and highly educated backgrounds.

This does not mean that all elected representatives share identical interests or that social origin determines political behaviour. It does, however, raise questions about whether the composition of political institutions adequately reflects the socioeconomic diversity of the population.

A systematic assessment would require data on candidates’ family wealth, personal income, professional backgrounds, educational trajectories and sources of campaign support.

5.2. Campaign financing and the unequal influence of wealth

Campaign financing is one of the clearest points at which formal political equality encounters economic inequality.

During the 2023–2024 federal election cycle, the Federal Election Commission recorded billions of dollars in receipts and expenditure across presidential candidates, congressional candidates, party committees and political action committees. Independent expenditures alone amounted to several billion dollars.

These figures demonstrate the scale of financial resources mobilised in US federal elections. They do not, by themselves, establish that financial contributions determine electoral outcomes or that every contribution purchases political influence.

Nevertheless, the capacity to finance political communication, support candidates, organise lobbying and sustain long-term advocacy is unequally distributed.

The distinction between the formal equality of individual votes and the unequal capacity to influence the political environment is fundamental. A system may protect one-person-one-vote while allowing substantial inequalities in the resources used to shape the choices presented to voters.

The issue is not simply whether wealthy citizens have the right to participate. They do. The issue is whether the political system provides sufficient safeguards to prevent concentrated wealth from translating into disproportionate political influence.

5.3. Candidate selection and party delegates

Political parties play a decisive role in selecting candidates, defining programmes and determining which political alternatives become electorally viable.

Party conventions and delegate systems are therefore important stages in democratic representation. However, the socioeconomic characteristics of delegates, the distribution of influence among party structures and the role of institutional insiders are not consistently documented in comparable public datasets.

The number of delegates and their formal voting rights are insufficient measures of substantive representation. A fuller analysis would examine their wealth, professional backgrounds, geographical origins, relationships with donors and participation in party decision-making.

5.4. Primary elections and political participation

Primary elections provide opportunities for citizens to influence candidate selection before general elections. Yet participation is generally much lower than participation in presidential and congressional elections.

The preliminary 2026 figures indicated that primary participation remained substantially below general-election participation. This raises questions about the representativeness of the electorate that determines which candidates reach the final ballot.

Low participation does not necessarily invalidate the outcome of a primary. However, it can increase the relative influence of highly motivated voters, organised groups and established political networks.

A more equitable system would seek to reduce barriers to participation and ensure that candidate selection reflects a broader range of social experiences and political preferences.

5.5. Party identification and active political participation

Political identification is not the same as party membership or active participation.

Many US citizens identify as independent, while others identify with one of the major parties without participating in party structures or decision-making. This distinction matters because the political system is often described as a choice between two dominant parties, even though citizens’ political preferences are more diverse.

The existence of independent voters does not automatically imply the absence of meaningful political alternatives. However, the institutional and financial barriers facing smaller parties and independent candidates deserve attention.

The key question is whether the political system enables diverse social interests to achieve effective representation, rather than merely allowing them to express preferences at the ballot box.

5.6. General elections and the November 2026 midterms

The November 2026 midterm elections provide an important contemporary example of the vitality and limitations of electoral participation.

Preliminary estimates from the University of Florida Election Lab indicated approximately 124.3 million ballots cast, corresponding to approximately 49.4% of the estimated voting-eligible population. The estimates were provisional when reported, and should be replaced by final certified data when available.

The elections resulted in Democrats gaining control of both chambers of Congress. This outcome represents an important exercise of electoral accountability and a change in the institutional balance of power.

It demonstrates that voters can impose political costs on governing parties and alter the legislative environment. It also creates opportunities for congressional oversight and institutional checks and balances.

However, a change in party control does not automatically resolve structural inequalities in campaign financing, lobbying, media ownership, wealth concentration or political access. Nor does it guarantee that the resulting policies will reduce domestic or international health inequities.

The elections should therefore be interpreted as evidence of continuing electoral responsiveness, but not as proof that the political system has achieved substantive equality.

5.7. Political knowledge, education and communication

Effective political participation requires more than the formal ability to vote. It also requires access to reliable information, opportunities for political education and the capacity to assess competing claims.

Educational attainment is associated with differences in electoral participation in US Census Bureau data. However, education alone does not explain political behaviour, and it would be inappropriate to assume that people with less formal education lack political understanding.

The more important question concerns unequal access to the resources that support informed participation.

Political communication is increasingly shaped by digital platforms, targeted advertising, private data systems and algorithmic recommendation. These systems can expand access to information, but they may also fragment public debate, reinforce polarisation and create unequal opportunities to influence political attention.

The democratic implications of these developments require independent research, transparency and public accountability.

5.8. Electoral exclusion and non-citizen residents

The United States includes millions of residents who are not citizens and therefore cannot vote in federal elections. This includes permanent residents and other non-citizen populations.

The distinction between citizenship and residence is legally significant, and the right to vote in national elections is generally linked to citizenship. Nevertheless, many non-citizens contribute to the economy, pay taxes, work in essential sectors and are directly affected by public policies.

The democratic question is therefore broader than the legal right to vote: how can societies ensure that people who are substantially affected by public decisions have appropriate channels for representation, consultation and protection?

The same issue applies to people affected by US foreign policy. Populations abroad may experience the consequences of sanctions, trade restrictions or military decisions without having any direct mechanism to influence those decisions.

6. Economic inequality and its consequences for health

Political representation cannot be separated from the distribution of economic resources.

Economic inequality affects access to housing, education, nutrition, transport, healthcare, environmental quality and social security. These conditions influence health throughout the life course.

The United States combines exceptionally high economic output and healthcare expenditure with persistent inequalities in access to care and health outcomes.

6.1. Healthcare expenditure

In 2023, estimated current health expenditure per capita in purchasing-power-adjusted international dollars was approximately in the follwoing sleceted countries (Japan for best health, Greece for best health under equity curve, Costa Rica for best health under equity curve in the region and Sri Lanka for global reference of good health, economically replicable and ecologically sustainable levels):

Country or group Health expenditure per capita, 2023  
United States $13,473
Japan $5,365
Greece $3,454
Costa Rica $1,163
Sri Lanka $507
World average $1,891
Source: World Bank, World Development Indicators, based on the WHO Global Health Expenditure Database

The United States spent substantially more per person on healthcare than the other countries included in this comparison.

However, higher expenditure does not automatically translate into proportionately better population health. The organisation of healthcare, administrative costs, prices, access barriers, social determinants and distribution of services all matter.

The central equity question is therefore not only how much a country spends, but how effectively and fairly those resources are converted into health and wellbeing.

6.2. Life expectancy

Internationally harmonised estimates for 2023 indicate the following life expectancy at birth in the USA and the comparative countries listed above in the health expenditure discussion

Country all men women
United States 79.8 years 77.4 years 82.2 years
Japan 85.1 years 82.1 years 88.2 years
Greece 82.4 years 79.9 years 84.7 years
Costa Rica 79.8 years 76.8 years 82.8 years
Sri Lanka 78.0 years 74.9 years 81 years

These estimates use the Human Mortality Database and United Nations World Population Prospects 2024, processed by Our World in Data.

The comparison is informative. The United States has substantially higher health expenditure per capita than Japan and Greece, but lower life expectancy in the cited series.

Japan achieves particularly high life expectancy despite considerably lower healthcare expenditure per capita than the United States.

Greece, Costa Rica (borth with lower health expenditure and better health than the USA) and Sri Lanka (a globally replicable model with much lower health expenditure and very close levels illustrate that population health cannot be explained by national income or healthcare expenditure alone. Social organisation, public health, nutrition, education, family structures and other determinants also contribute.

Life expectancy is an important but incomplete indicator. It should be complemented by healthy life expectancy, preventable mortality, inequalities by income and education, access to healthcare and sex-disaggregated outcomes.

6.3. Interpretation: expenditure, distribution and outcomes

The comparison does not establish that the United States necessarily has a less effective healthcare system in every respect, nor that Japan, Greece, Costa Rica or Sri Lanka offer universally transferable models.

It does demonstrate that national wealth and healthcare expenditure alone are insufficient indicators of population wellbeing.

A health-equity assessment must consider:

  • Who receives healthcare and under what conditions.
  • The distribution of health expenditure across population groups.
  • The affordability of medicines and treatment.
  • The social determinants of health.
  • Preventable mortality and avoidable inequalities.
  • Differences in life expectancy by sex, income, education and geographical location.
  • The distribution of resources between prevention, treatment and public health.

The central concern is not simply the amount of wealth available, but the extent to which that wealth is converted into equitable opportunities for healthy and dignified lives.

7. The international dimensions of US political and economic power

The domestic political system of the United States cannot be understood independently of its international position.

Its influence operates through military capabilities, diplomatic institutions, trade policy, financial markets, economic sanctions, technological infrastructures and the international role of the dollar.

These mechanisms can affect the economic and political choices available to other countries, including those whose citizens have no direct representation in the US political system.

7.1. The United Nations Security Council and veto power

The United States is one of the five permanent members of the United Nations Security Council. Alongside China, France, Russia and the United Kingdom, it possesses the power to veto substantive resolutions.

This arrangement reflects the geopolitical settlement established after the Second World War. It does not represent an equal distribution of political authority among the world’s countries.

The veto can prevent collective action even when a majority of Security Council members support a proposal.

The issue is not that the United States alone possesses this privilege. All five permanent members do. The structural concern is that a small group of states retains a level of institutional authority unavailable to the vast majority of countries.

This raises fundamental questions about the democratic legitimacy and representativeness of global governance.

7.2. Military power and international coercion

The United States has the world’s largest military budget.

SIPRI estimated US military expenditure at approximately 997 billion US dollars in 2024, representing around 37% of global military expenditure.

Military power can serve multiple purposes, including defence, deterrence, alliance commitments and international security operations. However, it can also be used, as it most often does, to support coercive foreign policy, military intervention and strategic influence.

From a Sustainable Health Equity perspective, military expenditure must be assessed not only in relation to national security, but also in relation to its opportunity costs and its effects on human wellbeing.

The relevant questions include:

  • What proportion of public resources is allocated to military expenditure rather than health, education and social protection?
  • What are the human and health consequences of military operations?
  • How do arms transfers and military alliances affect conflict and population displacement?
  • What are the environmental costs of military infrastructure and operations?
  • Who bears the consequences of decisions made by powerful states?

These questions require careful empirical analysis, rather than assumptions that all military expenditure has identical consequences.

7.3. Economic sanctions and health consequences

Economic sanctions are frequently presented as alternatives to military intervention. They may be designed to influence governments, restrict access to resources or respond to violations of international law.

However, sanctions can also affect civilian populations through restrictions on trade, financial transactions, investment, access to medicines, food security and essential infrastructure.

A 2026 scoping review of research on US international economic sanctions identified 43 original studies, of which 42 reported health-related harms. Reported effects included mortality, reduced access to medicines, food insecurity and infectious disease consequences. The evidence was concentrated in a limited number of countries, particularly Iran, and the quality and attribution of studies varied.

These findings should not be interpreted as proof that every sanction produces the same effects or that sanctions are the sole cause of observed health outcomes.

They do, however, demonstrate the need for systematic health-impact assessments before, during and after the implementation of economic coercive measures.

An equity-based approach would require independent monitoring, humanitarian safeguards, transparent evaluation and effective mechanisms to protect civilian populations.

7.4. Trade policy and the distribution of global economic power

The United States occupies a central position in international trade and has considerable influence over the rules and conditions governing access to its market.

Changes in tariffs can affect exporters, consumers, supply chains and the economic stability of other countries.

UNCTAD analyses published in 2025 and 2026 documented substantial increases in US tariff barriers compared with the pre-2025 period. The exact effective rates vary according to product categories, exemptions and subsequent policy changes.

The wider issue is the asymmetry between countries with substantial economic leverage and those whose development depends heavily on access to external markets.

Trade policy should therefore be assessed in relation to its effects on employment, food security, medicine availability, productive capacity and the fiscal resources available for public services.

The principle of equitable development requires that international trade rules do not systematically disadvantage countries with less bargaining power.

7.5. The international role of the dollar

The US dollar remains the dominant international reserve currency.

IMF COFER data for the fourth quarter of 2025 placed the dollar’s share of disclosed global foreign-exchange reserves at approximately 56.8%, compared with around 20.3% for the euro.

Dollar dominance provides important benefits to the United States, including favourable financing conditions and considerable influence over international financial transactions.

It also creates structural dependencies for countries, companies and financial institutions that rely on dollar-denominated trade, debt and reserves.

Research on international sanctions and dollar dominance has examined how the central position of the dollar can increase the effectiveness of US financial sanctions while also creating incentives for some countries to diversify their financial arrangements.

The equity question concerns the extent to which one country’s monetary and financial position can influence the economic options available to others.

The international monetary system requires institutions that balance financial stability with the legitimate interests and development needs of all countries.

7.6. Financial information infrastructures and Aladdin

The growing role of large financial technology platforms introduces another dimension of global economic influence.

BlackRock’s Aladdin platform integrates investment management, portfolio analytics, risk management, trading, compliance and operational functions. It is used by a wide range of financial institutions, including asset managers, banks, insurers and pension funds.

The significance of such platforms should be analysed carefully.

Aladdin is not itself a speculative investment fund, nor is there sufficient evidence to claim that it directly controls global financial markets or dictates the decisions of every institution using it.

Its relevance lies in the increasing concentration of financial information infrastructure, analytical tools and risk-management capabilities within a small number of large private technology providers.

This raises important questions about transparency of financial models, accountability of risk-assessment systems, concentration of data and analytical capabilities, potential systemic dependence on shared technological infrastructure, and the capacity of regulators and public institutions to assess these systems independently.

The issue is not whether a particular platform is inherently harmful. It is whether financial systems of global importance should depend on infrastructures whose governance, models and operations are not fully transparent to the societies affected by their decisions.

8. Ecological inequality, planetary boundaries and the limits of the dominant development model

Political and economic inequality cannot be separated from ecological inequality.

The global distribution of environmental resources and responsibilities remains highly unequal. Countries and populations with the greatest historical and current ecological footprints have generally benefited from disproportionate resource consumption, while many of the populations most vulnerable to climate change have contributed comparatively little to the problem.

The United States has one of the world’s highest per-capita levels of resource consumption and greenhouse-gas emissions.

The ethical significance of this imbalance becomes clearer when considered alongside the planetary boundaries framework.

The framework identifies nine Earth-system processes that regulate the stability, resilience and life-support functions of the planet:

  1. Climate change.
  2. Biosphere integrity.
  3. Land-system change.
  4. Freshwater change.
  5. Biogeochemical flows, particularly nitrogen and phosphorus.
  6. Ocean acidification.
  7. Atmospheric aerosol loading.
  8. Stratospheric ozone depletion.
  9. Novel entities, including synthetic chemicals and other human-made substances.

The 2026 Planetary Health Check reports that seven of these nine boundaries have been transgressed. The two remaining global boundaries are atmospheric aerosol loading and stratospheric ozone depletion, although regional aerosol pressures remain significant.

This is not simply an environmental warning. It is evidence that the ecological conditions on which human health, food security, economic activity and social stability depend are being placed under increasing pressure.

Planetary boundaries describe global Earth-system limits; they do not by themselves determine how much each country should consume or emit. A fair allocation requires ethical consideration of historical responsibility, current capacity, basic needs, population size and legitimate development requirements.

This is where Sustainable Health Equity becomes essential.

A country cannot claim to advance sustainable human development if its prosperity depends on ecological consumption that undermines the health and dignity of populations elsewhere or transfers environmental costs to future generations.

The ethical question is not whether all countries should have identical ecological footprints. It is whether every person can attain a dignified standard of living while the global community remains within a safe operating space.

The Sustainable Health Equity framework has proposed an ethical reference of approximately 1.6 tonnes of CO₂-equivalent emissions and 1.5 Ha of ecological footprint (global average biocapacity) per person per year as a benchmark for exploring equitable ecological responsibility. The USA has levels of 14.2 tonnes of CO2 equivalent emissions per capita (8.9 times higher than the ethical threshold) and 10.6 Ha ecological footprint per capita (7 times higher). This should be understood as a normative reference for analysis, not as an internationally agreed legal threshold. Any comparison with national emissions must use compatible accounting boundaries and distinguish territorial from consumption-based emissions.

Military expenditure and environmental impact should also be considered together. Military operations, infrastructure, weapons production and global military networks require substantial material and energy resources. Their environmental consequences are not always fully reflected in national emissions reporting.

From a health-equity perspective, climate change and ecological degradation affect nutrition, infectious disease patterns, heat-related mortality, displacement, livelihoods and the resilience of health systems.

The author has previously described climate change and ecological destruction as a form of global conflict without conventional weapons, in which the consequences are distributed unequally across populations and generations.

A sustainable political system must therefore address not only the distribution of income and political influence, but also the distribution of ecological responsibilities and environmental harms.

9. Discussion: the contradictions of the so-called democratic model

The evidence examined in this article points to a central contradiction.

The United States has a competitive electoral system, constitutional protections, political pluralism, a substantial civil society and institutions capable of public scrutiny and contestation. These are important democratic characteristics and should not be dismissed.

The November 2026 midterm elections demonstrate that electoral competition can produce a significant change in legislative power and provide an institutional mechanism for voters to express dissatisfaction with government performance.

Yet electoral responsiveness is not equivalent to equitable political influence.

The capacity to finance campaigns, influence public communication, access decision-makers and shape economic policy is unequally distributed. The social composition of political institutions does not fully reflect the diversity of the population. Millions of residents are excluded from federal voting because they are not citizens, while populations abroad affected by US decisions have no direct political representation in the system responsible for those decisions.

The contradiction becomes more significant when domestic inequalities are considered alongside international power.

A country may defend democratic principles while retaining disproportionate influence over global institutions. It may promote market freedom while using economic sanctions and trade restrictions to influence other countries’ policy choices. It may advocate human rights while supporting military and economic arrangements whose consequences require more systematic evaluation.

These tensions are not unique to the United States. Other powerful states also exercise unequal international influence, and global institutions themselves reproduce historical inequalities.

However, the scale of US economic, military and financial power makes the consequences particularly important.

The central criticism is therefore not that the United States lacks democratic institutions, but that the concept of democracy remains incomplete when it is assessed without considering the distribution of effective power and the consequences of that power for other populations.

The philosophical foundations proposed here provide a way to move beyond a narrow procedural understanding.

Plato’s concern for the common good, modern principles of equal moral worth and human rights, the ethical requirement of minimum dignity, and the scientific evidence on planetary boundaries all point towards a broader criterion of political legitimacy: the wellbeing and freedom of the whole community, including those beyond national borders and future generations.

The 2026 planetary assessment makes the ecological dimension particularly urgent. Seven transgressed planetary boundaries mean that political and economic systems must be evaluated against the capacity of Earth systems to sustain life. A democratic majority cannot ethically justify policies that systematically undermine the basic conditions of life for other populations or future generations.

The concept of Sustainable Equity Democracy therefore extends the assessment of political legitimacy across three interconnected domains: the equitable distribution of power, the equitable distribution of the conditions for dignity and health, and the equitable distribution of ecological responsibilities.

10. Research agenda: towards an Index of Equitable Political Representation and a Sustainable Equity Democracy assessment

The evidence gaps identified in this article suggest the need for a systematic research programme.

An Index of Equitable Political Representation could complement conventional measures of democracy by examining not only electoral procedures but also the distribution of effective political influence.

Potential dimensions include:

  1. Access to political candidacy
  • Socioeconomic background of candidates.
  • Personal wealth and income distribution.
  • Educational and professional diversity.
  • Financial and organisational barriers to candidacy.
  1. Equity in campaign financing
  • Distribution of contributions by income and wealth groups.
  • Dependence on large donors and organised interests.
  • Public financing and campaign expenditure limits.
  • Transparency of independent expenditure and political advertising.
  1. Representation within political parties
  • Social composition of party members and delegates.
  • Participation in candidate selection.
  • Transparency of internal decision-making.
  • Representation of marginalised communities.
  1. Electoral participation
  • Turnout by income, education, age, sex and geographical area.
  • Registration and voting barriers.
  • Differences between primary and general elections.
  • Participation among people with disabilities and other groups facing structural barriers.
  1. Political information and public deliberation
  • Access to independent and reliable information.
  • Media concentration and ownership.
  • Transparency of digital political advertising.
  • Algorithmic accountability and political communication.
  1. Accountability and responsiveness
  • Relationship between public preferences and policy outcomes.
  • Transparency of lobbying.
  • Legislative responsiveness to different socioeconomic groups.
  • Mechanisms for public consultation and oversight.
  1. International democratic accountability
  • Distribution of decision-making power in international institutions.
  • Accountability for sanctions and military operations.
  • Participation of affected populations in international decisions.
  • Transparency of global economic and financial governance.
  1. Health and ecological consequences
  • Distributional health impact assessments of major policies.
  • Preventable mortality associated with economic and political decisions.
  • Distribution of ecological footprints and carbon responsibilities.
  • Effects of international policies on health equity in other countries.

A complementary Sustainable Equity Democracy assessment would include the ethical principles and seven dimensions described in Section 3.

The index would need to avoid reducing complex political systems to a single numerical score without adequate methodological transparency. Its purpose should be to identify inequalities, make them comparable where possible and support institutional reform.

Such work could be developed in collaboration with public health institutions, universities, international scientific networks and civil society organisations.

The World Federation of Public Health Associations, the InterAcademy Partnership and the Planetary Health Alliance offer relevant conceptual and scientific frameworks for connecting governance, health, equity and planetary sustainability. Their work is cited as a source of scientific and policy perspectives, not as institutional endorsement of the arguments presented in this article.

11. Conclusions: democracy must be measured by sustainable equity

The United States illustrates both the strengths and the structural limitations of contemporary electoral democracy.

Its institutions provide important mechanisms for political competition, representation and public accountability. The 2026 midterm elections demonstrate that voters can alter the balance of legislative power and impose political consequences on governing parties.

Nevertheless, the existence of these mechanisms does not ensure equal access to political influence or equitable outcomes.

The analysis identifies inequalities in access to candidacy, campaign financing, party participation, political communication and electoral representation. It also highlights the relationship between economic concentration and unequal opportunities for health and wellbeing.

The comparison with Japan, Greece, Costa Rica and Sri Lanka demonstrates that higher national income and greater healthcare expenditure do not automatically produce better population health. The distribution of resources, social protection, public health and other determinants are equally important.

At the international level, the concentration of military, economic, financial and institutional power raises questions about the democratic accountability of decisions affecting populations beyond national borders. The international role of the dollar, the use of economic sanctions, tariff policies and the distribution of authority within global institutions deserve scrutiny.

The ecological dimension reinforces the argument. The 2026 Planetary Health Check reports that seven of the nine planetary boundaries have been transgressed. This evidence establishes that the dominant development model cannot be assessed solely through economic growth, national wealth or political power. It must also be evaluated according to its contribution to the stability and resilience of the Earth systems that sustain life.

The ethical foundations proposed in this article bring together the common good, equal moral worth, minimum dignity, equitable participation, solidarity, accountability and intergenerational responsibility. They translate these principles into a framework for assessing the substantive quality of democratic systems.

The limitations identified in this article should not be used to dismiss the evidence of inequality. Rather, they should guide the development of more comprehensive indicators and stronger research. Where data are missing, the appropriate response is to improve transparency and measurement, not to assume that equality exists.

The central conclusion is that democracy should not be measured exclusively by the procedures through which governments are elected. It must also be assessed by the extent to which people can participate meaningfully in collective decisions, exercise their rights under conditions of dignity, influence the distribution of public resources and hold power accountable for its consequences.

Democracy without equitable political influence remains incomplete. Economic prosperity without equitable dignity remains incomplete. National power without international accountability remains incomplete. Development without ecological sustainability remains incomplete

Sustainable Equity Democracy offers a way to connect these dimensions. It does not diminish the importance of freedom, pluralism, elections or constitutional rights. It argues that their full value can only be realised when political institutions also protect equitable participation, health, human dignity and the ecological conditions of life.

The challenge is therefore not merely to improve the electoral system of the world’s dominant political, economic and military power. It is to move beyond a narrow understanding of democracy as the periodic selection of governments and towards a system in which the legitimacy of power is measured by its contribution to the wellbeing and freedom of all people, including those beyond national borders and those of future generations.

A genuinely democratic international order would require institutions in which power is more equitably distributed, decisions are transparent and accountable, the minimum conditions for a dignified life are secured for everyone, and the use of shared resources respects the limits of the planet.

The ultimate measure of democracy should not be how effectively a country concentrates and exercises power, but how equitably that power contributes to the freedom, dignity, health and sustainable wellbeing of humanity

 

References

Political philosophy, ethics and democracy

Plato. (2023). The Republic, Book IV, 419a–422a. Translation by David Horan. Original work composed approximately 375 BCE. https://www.platonicfoundation.org/media/2023/01/platos-republic-book-4-english-translation-by-david-horan-1.pdf

Internet Encyclopedia of Philosophy. (n.d.). Plato’s Republic. https://iep.utm.edu/republic/

Gilens, M., & Page, B. I. (2014). Testing theories of American politics: Elites, interest groups, and average citizens. Perspectives on Politics, 12(3), 564–581. https://doi.org/10.1017/S1537592714001595

Electoral participation and political finance

Federal Election Commission. (2025). Campaign finance data: 2023–2024 federal elections. Washington, DC.

McDonald, M. P. (2026). 2026 General Election Turnout. University of Florida Election Lab. Preliminary data, updated November 5, 2026.

Associated Press. (2026, November 4–5). Voters give Democrats control of Congress in rebuke to Trump. https://apnews.com/article/ef6199e25927a9ac9f4c18eae0e497cd

League of Women Voters. (2026, November 4). League of Women Voters celebrates historic voter participation in 2026 midterms. https://www.lwv.org/newsroom/press-releases/league-women-voters-celebrates-historic-voter-participation-2026-midterms

Thompson, D. M., Feigenbaum, J. J., Hall, A. B., & Yoder, J. (2019). Research on the socioeconomic backgrounds of US political candidates and office-holders. National Bureau of Economic Research.

Health equity and social determinants

World Health Organization. (2025). World report on social determinants of health equity. Geneva: WHO. (Michael Marmot et al)

World Bank. (2025). World Development Indicators: Current health expenditure per capita, PPP (current international dollars). Underlying data: WHO Global Health Expenditure Database. https://data.worldbank.org/indicator/SH.XPD.CHEX.PP.CD

Our World in Data. (2025). Life expectancy in 2023. Data from the Human Mortality Database and United Nations World Population Prospects 2024. https://ourworldindata.org/grapher/life-expectancy-hmd-unwpp

World Health Organization. (2025). Global Health Expenditure Database. Geneva: WHO.

International power, sanctions and global governance

International Monetary Fund. (2026). Currency Composition of Official Foreign Exchange Reserves (COFER), fourth quarter 2025. Washington, DC.

Stockholm International Peace Research Institute. (2025). Trends in World Military Expenditure, 2024. Stockholm: SIPRI. https://doi.org/10.55163/AVEC8366

United Nations Security Council. (2024–2025). Security Council veto records and voting data. New York: United Nations.

United Nations Conference on Trade and Development. (2025–2026). Reports and policy analyses on United States tariffs and their implications for international trade and development. Geneva: UNCTAD.

Bianchi, J., & Sosa-Padilla, C. (2025). International sanctions and dollar dominance. The Economic Journal, 135(672), 2567–2577. https://doi.org/10.1093/ej/ueaf019

BlackRock. (2025). Annual Report 2025. New York: BlackRock.

Planetary boundaries and planetary health

Sakschewski, B., et al. (2026). Planetary Health Check 2026: A Scientific Assessment of the State of the Planet. Potsdam Institute for Climate Impact Research. https://www.planetaryhealthcheck.org/

Richardson, K., et al. (2023). Earth beyond six of nine planetary boundaries. Science Advances, 9(37), eadh2458. https://doi.org/10.1126/sciadv.adh2458

Rockström, J., et al. (2024). Planetary Boundaries guide humanity’s future on Earth. Nature Reviews Earth & Environment, 5, 773–788. https://doi.org/10.1038/s43017-024-00597-z

Myers, S. S., et al. (2025). Connecting planetary boundaries and planetary health: A resilient and stable Earth system is crucial for human health. The Lancet, 406(10501), 315–319. https://doi.org/10.1016/S0140-6736(25)01256-5

InterAcademy Partnership. (2022). Health in the Climate Emergency: A Global Perspective. Trieste: IAP.

Planetary Health Alliance. (n.d.). Planetary Health: Definition and principles. Johns Hopkins University.

Public health and international scientific frameworks

Lomazzi, M. (2016). A global charter for the public’s health—the public health system: Role, functions, competencies and education requirements. European Journal of Public Health, 26(2), 210–212.

World Federation of Public Health Associations. (2016; revised 2024). Global Charter for the Public’s Health.

Previous publications by the author on Sustainable Health Equity

Author. (2018). Health and climate change: A third world war with no guns. PEAH – Policies for Equitable Access to Health. https://www.peah.it/2018/07/5498/

Author et al. (2021). Global health inequity 1960–2020: Equity vs equality, dignity vs poverty, equitable and sustainable wellbeing vs Human Development Index. PEAH – Policies for Equitable Access to Health. https://www.peah.it/2021/04/9658/

Author. (2023). Towards a WISE – Wellbeing in Sustainable Equity – New Paradigm for Humanity. PEAH – Policies for Equitable Access to Health. https://www.peah.it/2023/12/12800/

Author. (2024). Restoring Broken Human Deal. PEAH – Policies for Equitable Access to Health. https://www.peah.it/2024/04/13164/

Author. (2024). Enough is enough, and more is too much: Between basic dignity and excess/hoarding thresholds. PEAH – Policies for Equitable Access to Health. https://www.peah.it/2024/11/enough-is-enough-and-more-is-too-much-between-basic-dignity-and-excess-hoarding-thresholds/

Author. (2026). Cuba under economic siege: Evidence of the humanitarian and health consequences of United States coercive measures and arguments for an equity-based response. PEAH – Policies for Equitable Access to Health. https://www.peah.it/2026/09/16432/

 

 

 

Approved Abroad, Out of Reach at Home: Who Can Use India’s Personal Import Route for Medicines?

IN A NUTSHELL
Author's Note 
A cancer or rare disease medicine can be approved in the United States or Europe and still be unavailable in India for years. Sometimes the company never applies for approval here at all. When a patient's doctor believes that medicine is the right next step, this gap decides what treatment is possible.

Indian law lets a patient import a small quantity of a medicine that is not approved in India for their own use, on a doctor's prescription, with a free permit from the national drug regulator. The permit is the easy part. Cost, paperwork, distance from a port city and the cold chain decide who can actually use the route.

We are Team NPP-Named Patient Program (Ikris Pharma Network), and helping patients and doctors use this route is our daily work. That gives us an interest in the route working well, so we have tried to describe its limits as plainly as its strengths. Similar routes exist in many countries under names such as compassionate use, managed access or named patient supply, and the problems we describe are unlikely to be India's alone.

Key points
Rule 36 of India's Drugs and Cosmetics Rules,1945 allows a small quantity of an unapproved medicine to be imported for personal use, on a doctor's prescription.
       
The CDSCO permit (Form 12B) carries no fee and, according to the regulator, is issued "preferably in a day or two".
 
       In practice, a complete prescription, genuine sourcing, an unbroken cold chain and safety reporting decide how well the route works.

         Cost, distance from a port city and long treatment still leave many patients out.
 
        Clear guidance, one online process, a link to public financing, open permit data and shared standards for importers could make it fairer.

By Team NPP

Named Patient Program (Ikris Pharma Network)

Noida, India

Approved Abroad, Out of Reach at Home

Who Can Use India’s Personal Import Route for Medicines?

 

 

Why do approved medicines reach India late?

A medicine reaches Indian pharmacies only after the manufacturer applies to India’s regulator and the product is approved here. The regulator has made part of this easier. Under Rule 101 of the New Drugs and Clinical Trials Rules, 2019, an order dated 7 August 2024 named six jurisdictions whose approvals can be considered when deciding whether to waive local clinical trials:

  • the USA, the UK, Japan, Australia, Canada and the European Union.

The order covers specific categories, including:

  • orphan drugs for rare diseases;
  • gene and cellular therapies;
  • new drugs with a significant therapeutic advance over current treatment.

The waiver can shorten the path, but the regulator decides each case, and it helps only when a company applies. Whether and when a medicine is launched in India remains the manufacturer’s decision. Until then, the patient has to look elsewhere.

How does the personal import route work on paper?

Rule 36 of the Drugs and Cosmetics Rules, 1945 allows small quantities of a drug that is otherwise not permitted in India to be imported for personal use. The Central Drugs Standard Control Organisation (CDSCO) sets out the procedure in a public notice:

  • The applicant files Form 12A with a prescription from a registered medical practitioner.
  • The prescription shows the doctor’s registration number, the drug, the quantity and the duration of treatment.
  • If the licensing authority is satisfied that the quantity is reasonable, it grants a permit in Form 12B.
  • The notice says this is done on priority, “preferably in a day or two”, and that no fee is charged.

For a regulatory process, that is simple, free and quick, and it was written with the patient in mind. The notice itself says such drugs are sometimes needed “to save their lives”.

What does it involve in practice?

Getting a medicine safely from a foreign supplier to a patient’s home takes several more steps after the permit, and a family can get stuck at any of them.

A complete prescription

The CDSCO notice lists the minimum. In our experience a request moves faster when the prescription is on the hospital or clinic letterhead and shows:

  • the doctor’s full name, contact details and registration number;
  • the patient’s full name, date of birth and diagnosis;
  • the medicine’s name, strength and dosage form;
  • the dose, the length of treatment and the total quantity;
  • the date, and the doctor’s signature and stamp.

The doctor may be asked for a short clinical justification, and a medical summary with the treatment history often helps. If one of these details is missing, the request goes back to the doctor and the clock starts again. An oncologist at a large city hospital may have written such prescriptions many times. A doctor in a district hospital may never have seen one, and the family usually finds out about the gap only when the delay has already happened.

A genuine medicine

A medicine imported for one patient should come through authorised pharmaceutical channels, with documents that link the box in the patient’s hands to a known manufacturer and batch. Families searching online under pressure are sometimes offered stock from sources that cannot show this. A low price or a fast delivery promise says nothing about where a product came from, and a family has few ways to check that alone.

An unbroken cold chain

Many of these medicines must stay within a fixed temperature range:

  • room temperature: 15 to 25°C;
  • refrigerated: 2 to 8°C;
  • frozen: around -20°C.

A single shipment for one patient needs packaging chosen for that range and for the length of the journey, a temperature-monitoring device travelling with it, and a check of the temperature record on delivery. If the record shows the range was broken, the medicine may not be safe to use even when the box looks perfect. For a family that has already paid the full import price, finding this out at the bedside is the worst moment to find it out.

Someone responsible for side effects

A medicine imported for one person sits outside the usual commercial supply chain, but its side effects matter just as much. Someone has to record a suspected reaction with the medicine’s name, manufacturer, batch number and expiry date, and pass it to the manufacturer and the relevant safety authorities. Patients should tell their treating doctor first. When nobody is clearly responsible for this step, information about how a new medicine behaves in Indian patients can simply disappear.

One named patient, every time

The medicine is only for the personal treatment of the patient named in the prescription. It cannot be resold, shared or kept in stock by a hospital. The rule protects patients, but it also means every new patient starts from the beginning. A family member or carer can handle the paperwork with the patient’s consent, which matters when the patient is too unwell to do it.

Who does the route leave out?

People who cannot pay the import price

The permit is free. The medicine is not, and Rule 36 says nothing about who pays for it. Unless some scheme helps, the family pays the full import price. The main public support for this kind of cost is the National Policy for Rare Diseases, 2021. In a 2022 statement, the Health Ministry said the policy offers up to Rs 50 lakh to patients with rare diseases for treatment at one of its Centres of Excellence, of which eight had been identified at that time. That help is real, but it is tied to listed rare diseases and to specific centres. A patient whose doctor prescribes a new cancer medicine falls outside it, and so does a rare disease patient treated far from those centres. The legal route is open to everyone, but the medicine is affordable only for some.

People far from a port city

According to the CDSCO notice, permits come from the Drugs Controller General’s office in New Delhi and from CDSCO port offices at airports and seaports in Delhi, Mumbai, Navi Mumbai, Chennai, Kolkata, Hyderabad, Bengaluru, Ahmedabad and Kochi. A family in a smaller town has to work through one of these cities, and so does the shipment. For a refrigerated medicine, the road from the port city to the patient is one more stretch where the cold chain can fail.

People on long treatment

The rule talks about small quantities and allows larger amounts only in exceptional cases. Many patients who need these medicines are on treatment for months or years. For them, access becomes a cycle of repeat prescriptions, repeat applications and repeat shipments, and a delay in any one round can mean a gap in treatment.

What could make the route fairer?

Most of these ideas need better information and coordination between regulators, payers, manufacturers and importers rather than new law.

  1. A plain-language guide. A short guide from the regulator, in Indian languages, with a sample prescription that shows every detail needed, so doctors outside large centres get it right the first time.
  2. One online process. A single online way to file and track Form 12A that works the same at every port office, so that living near a major city stops mattering so much.
  3. A clear link to public financing. Families should know before they apply whether any central or state scheme can help pay for a medicine imported under Rule 36. The rare disease policy shows that targeted support is possible; the open question is how far it can reach.
  4. Published data on permits. Regular figures on how many Form 12B permits are issued, for which medicines and how long they take would show where unmet need is concentrated. Regulators could use them when weighing Rule 101 waivers, and manufacturers could see where an Indian launch is overdue.
  5. Shared minimum standards for importers. Authorised sourcing, a temperature record for every shipment and a named person for safety reporting, so that a family’s safety does not depend on which supplier they happened to find.

Personal import is meant for individual patients, and it should stay that way. It cannot replace timely approval and fair pricing. As long as the gap between global approval and Indian availability exists, though, the route should work as well for a family in a district town as it does for a family near a metro airport.

 

About the Author

Team NPP is the patient access team at Named Patient Program (NPP), part of Ikris Pharma Network, based in Noida, India. The team helps patients and doctors in India obtain medicines that are approved abroad but not yet available in India, through the legal personal import route. namedpatientprogram.com

From Climate Signals to Health Security: Operationalising One Health Governance in Zambia

IN A NUTSHELL
Author's Note



Climate change is reshaping environmental conditions relevant to infectious-disease transmission while increasing pressure on health systems. The 2026 Report of the Lancet Countdown on Health and Climate Change highlights escalating health impacts and the inadequacy of current responses. In Africa, translating climate and health evidence into locally appropriate policy remains a critical challenge.

Zambia has an opportunity to connect climate intelligence, disease surveillance and institutional preparedness through its 2026 Policy Framework for One Health Coordination and Advocacy. Existing research demonstrates that climate variability is relevant to malaria epidemiology in Zambia, while reviews of zoonotic pathogens identify the need to strengthen integrated surveillance and research. Nevertheless, epidemiological associations alone do not establish whether institutions can convert environmental information into timely, coordinated interventions.

This Commentary advances a climate-informed One Health governance architecture linking meteorological and environmental observations with disease-specific surveillance, locally validated risk assessment, defined institutional responsibilities, sustainable financing and measurable response outcomes. It proposes a research agenda integrating epidemiological analysis with implementation research.

Zambia's opportunity is to move beyond the recognition of climate-related health risks towards an evidence-driven system in which information supports accountable action. Locally led research can help establish which climate–disease relationships are relevant, which institutional barriers constrain preparedness, and which interventions are feasible within national health-system capacities

By Dr Kalolo Charles Chitembo

Crisis Expert/ Emergency Medicine Specialist/ Health Economist/ Global Health Advocate/ Climate and ONE HEALTH Researcher

University of Lusaka, Zambia

From Climate Signals to Health Security: Operationalising One Health Governance in Zambia

By the same Author on PEAH: HERE

 

  1. Introduction

Climate change is increasingly recognized as a determinant of population health, health-system resilience and economic security. The 2026 Report of the Lancet Countdown on Health and Climate Change documents escalating health impacts and argues that the pace of climate action remains insufficient to protect human health [1]. The report tracks 54 indicators through a collaboration involving 146 experts and 71 institutions, reinforcing the need to integrate health considerations into climate policy [1,2].

For African countries, the challenge extends beyond documenting exposure to climate hazards. Climate change interacts with existing disease burdens, environmental degradation, socioeconomic vulnerability and health-system capacity. These interacting pressures require locally grounded evidence and institutional arrangements capable of translating risk information into prevention and preparedness.

In Zambia, the relationship between climate variability and infectious disease is particularly relevant to malaria and selected zoonotic and vector-borne diseases. Climate conditions can influence vector ecology, pathogen development and patterns of exposure, although the direction and magnitude of these relationships vary by disease, location, season and intervention coverage. Climate change should therefore not be assumed to increase all infectious diseases uniformly.

Zambia’s Policy Framework for One Health Coordination and Advocacy, published in August 2026, provides a timely national policy context for strengthening coordination across human health, animal health, environmental management and other relevant sectors [3]. The framework identifies information sharing, joint planning, surveillance, preparedness, research and accountability as important components of coordinated health security.

This Commentary argues that Zambia should operationalize a climate-informed One Health governance architecture that connects environmental intelligence to disease-specific risk assessment, accountable decision-making and measurable preparedness outcomes. The central challenge is not merely whether climate and disease data exist, but whether institutions can interpret and act on them effectively.

 

  1. What the evidence establishes

2.1 Global climate–health evidence

The Lancet Countdown provides a comprehensive framework for tracking climate-related health impacts, adaptation, economics and policy responses [1,2]. Its findings support the integration of health protection into climate mitigation and adaptation. However, global indicators cannot independently determine which climate–disease relationships are most important in Zambia or which interventions are operationally feasible.

A 2024 review in The Lancet Planetary Health examined the interconnected threats posed by climate change, biodiversity loss and infectious diseases, highlighting the complex ecological pathways through which environmental change can influence disease risks [4]. These relationships support a One Health perspective but also demand methodological caution: ecological associations are not necessarily causal, and changes in disease suitability do not automatically translate into changes in observed incidence.

2.2 Evidence from African health systems

Evidence on health-system adaptation in sub-Saharan Africa remains limited relative to the scale of the challenge. Hounkpatin and colleagues’ scoping review identified 14 relevant papers and described adaptation measures across health-system strengthening, policy and planning, financing, information and capacity building, societal resilience, disaster preparedness and mitigation [5]. Their Benin case study also raised concerns that externally driven planning can produce policy priorities insufficiently responsive to local needs.

These findings support two implications for Zambia. First, climate adaptation must be integrated into routine health-system functions rather than treated solely as a separate environmental programme. Second, national priorities should be informed by local epidemiology, community perspectives, institutional mandates and implementation capacity.

The Lancet Countdown’s Africa-focused collaboration similarly emphasises locally led research, stronger regional capacity and the generation of policy-relevant data [6]. This is important because regional climate-and-health policy requires evidence that reflects African epidemiological conditions and institutional realities.

2.3 Zambia-specific evidence on climate and malaria

Zambia already has relevant empirical evidence demonstrating why climate variability should be considered in infectious-disease analysis.

A national geospatial study published in 2016 examined malaria parasite prevalence and vector-control coverage between 2006 and 2012. Its analysis suggested that climate variability contributed substantially to the increase in malaria prevalence observed between 2008 and 2010, alongside changes in insecticide-treated net coverage. The relative contribution of these factors varied geographically [7]. This finding illustrates the importance of accounting for climate variability when evaluating malaria-control performance.

More recently, Nzayisenga and colleagues analysed district-level malaria surveillance and meteorological and satellite-derived data from 2009 to 2023. Their 2026 study examined spatial and temporal patterns, climate associations and potential forecasting approaches, highlighting the importance of humidity and other climatic variables in Zambia’s changing malaria epidemiology [8]. The study provides a recent national example of the potential value of integrating meteorological information into disease surveillance.

These findings strengthen the rationale for climate-informed surveillance. They do not, however, establish that a single climate variable can predict malaria reliably in every district, nor that the same relationships apply to other infectious diseases. Their interpretation must account for vector-control interventions, diagnostic practices, population change, land use and other relevant determinants.

2.4 The One Health evidence gap

Mubemba and colleagues’ review of vector-borne zoonotic pathogens in Zambia identified the need to strengthen One Health research in response to emerging and re-emerging infectious-disease threats [9]. Research on pathogen diversity and potential zoonotic risks further illustrates the importance of integrating human, animal and environmental perspectives .

Taken together, the literature supports a specific research gap. Zambia has evidence that climate variability is relevant to malaria epidemiology and has identified the importance of zoonotic surveillance. What remains necessary is an integrated assessment of disease-specific climate associations alongside the institutional conditions that determine whether climate information can be translated into effective preparedness.

This gap should not be overstated as an absence of prior research. Rather, it concerns the integration of epidemiological evidence, surveillance practice and governance implementation within a coherent national framework.

 

  1. Zambia’s One Health policy opportunity

Zambia’s 2026 Policy Framework for One Health Coordination and Advocacy establishes an institutional basis for cooperation across human health, animal health, environmental management, water, mining, disaster-risk management, local government and other relevant sectors [3]. It builds on the National One Health Strategic Plan for 2022–2026 and identifies coordination, information sharing, joint planning, preparedness, research and resource mobilisation as core functions.

The framework is particularly relevant because climate-related health risks frequently cross administrative and professional boundaries. Meteorological observations may indicate changing environmental conditions; veterinary services may identify animal-health events; environmental monitoring may reveal ecological change; and clinical surveillance may detect altered disease patterns. The value of these signals depends on whether they can be interpreted together and linked to appropriate action.

Nevertheless, the existence of a national framework does not demonstrate that its coordination mechanisms are fully operational or effective. This distinction between policy design and implementation should be central to future evaluation.

Four questions are especially important:

  1. Are relevant data sufficiently complete, timely and accessible for joint risk assessment?
  2. Are responsibilities for interpreting information and initiating action clearly assigned?
  3. Can institutions respond to warnings using available personnel, laboratory capacity and operational resources?
  4. Are decisions documented, evaluated and revised in light of subsequent evidence?

These questions translate the broad aspiration of One Health integration into observable institutional functions.

 

  1. A climate-informed One Health governance architecture

We propose five connected functions for operationalising climate-informed preparedness in Zambia.

4.1 Integrated surveillance and data governance

Climate information should be assessed alongside relevant human-health, animal-health and environmental data. Integration should build on existing systems where feasible, rather than assume that a new platform is always required.

Practical priorities include agreed data definitions, interoperable reporting arrangements, appropriate access controls, clear institutional responsibilities and procedures for validating information. Data-sharing arrangements must also protect confidentiality and document the provenance and limitations of source records.

Integration should be disease-specific and purposeful. Data collection is not an end in itself; the objective is to improve risk assessment and decision-making.

4.2 Disease-specific risk assessment

Climate-informed models should be developed for individual diseases or epidemiologically defensible disease groupings. Temperature, rainfall and humidity may influence different pathogens through distinct mechanisms, and their effects can vary by geography and time.

Where data quality permits, time-series and spatial analyses should examine seasonality, plausible exposure lags, temporal autocorrelation and relevant confounding factors. Changes in testing, reporting completeness, healthcare access, vector-control coverage and population distribution should be considered where relevant.

Predictive models should be evaluated for calibration, accuracy, lead time and practical usefulness before being incorporated into operational decisions. Where the data do not support reliable prediction, structured risk assessment and enhanced surveillance may be more appropriate than automated alerts.

4.3 Defined response pathways and accountability

Warnings should be linked to predefined actions. For each operational warning category, participating institutions should agree on the responsible decision-maker, the investigation required, communication procedures, available interventions and documentation requirements.

Performance should be assessed across the full pathway from signal generation to response. Relevant measures include the time between an initial signal and investigation, the proportion of validated alerts followed by an agreed action, and the completeness of subsequent review.

This approach would make it possible to distinguish the existence of an early-warning system from its operational effectiveness.

4.4 Sustainable financing and implementation capacity

Climate-informed surveillance requires trained personnel, reliable communication, laboratory services, field investigation, transport, data management and recurrent operating budgets.

A sustainable financing approach should identify the costs of routine operation and the responsibilities of participating institutions. External climate finance and technical cooperation may support capacity development, but locally owned priorities and predictable financing are essential for continuity.

Resource allocation should account for differences in surveillance capacity. Districts with weak diagnostic or reporting infrastructure may require additional investment to prevent apparent geographical differences in disease burden from reflecting differences in detection rather than differences in transmission.

4.5 Community participation and adaptive learning

Farmers, livestock keepers, community health workers and local environmental actors can contribute observations relevant to disease surveillance. Their participation should be supported through accessible reporting channels, trusted risk communication and feedback on how information is used.

Community engagement should complement formal surveillance rather than replace epidemiological verification. It should also avoid stigmatising populations or implying certainty where evidence remains incomplete.

Finally, surveillance and response arrangements should be reviewed regularly. Lessons from alerts, investigations and interventions should inform revised risk thresholds, protocols and resource allocation.

 

  1. An empirical research agenda for Zambia

The proposed governance architecture requires empirical evaluation. A mixed-methods research programme could investigate climate–disease associations and the institutional conditions necessary to translate relevant information into action.

The doctoral research project, The Impact of Climate Change on Zoonotic and Vector-Borne Disease Transmission in Zambia: A One Health Approach, provides a suitable framework for examining these issues.

5.1 Epidemiological analysis

Longitudinal climate and disease data could be analysed to identify associations between selected environmental exposures and disease-specific outcomes. Where data permit, spatial analysis could assess variation between study areas and identify locations requiring closer investigation.

Models should account for seasonality, temporal autocorrelation, plausible exposure lags and relevant confounders. Changes in case definitions, diagnostic access, reporting completeness and control interventions should also be considered. Analyses should distinguish evidence of association from evidence of causation.

5.2 Institutional and implementation analysis

Interviews with public-health officials, veterinary officers, environmental specialists and other stakeholders could examine how climate and disease information is generated, shared and used.

The analysis should investigate decision authority, institutional mandates, technical capacity, financing, communication pathways and barriers to coordinated action. It should also assess whether national policy arrangements are reflected in routine operational practice.

5.3 Integrating the evidence

Quantitative and qualitative findings should be integrated to establish:

– Which climate–disease relationships are supported by the available data.

– Whether relevant information provides useful lead time for preparedness decisions.

– Which institutional and technical barriers constrain the use of this information.

– Which interventions and coordination arrangements are feasible within available resources.

The research should not presume that an integrated warning system will necessarily reduce disease incidence. Instead, it should identify the conditions under which such a system could improve preparedness and specify how its performance should be evaluated.

 

  1. Measuring implementation and health-system performance

A practical monitoring framework should distinguish operational performance from downstream health outcomes.

Domain Proposed indicator
Data integration Timeliness and completeness of shared datasets
Detection Time from a surveillance signal to investigation
Response Proportion of validated alerts followed by agreed action
Coordination Documented joint assessments and completed follow-up actions
Equity Differences in surveillance coverage and response capacity between areas
Sustainability Availability of trained personnel and recurrent operational financing

 

These are proposed indicators, not validated national performance measures. Their definitions, denominators, data sources and targets should be agreed with relevant institutions before implementation.

Improved response performance would represent an important intermediate outcome. Demonstrating a reduction in disease incidence would require appropriate evaluation designs and consideration of other determinants of transmission. Where prospective evaluation is feasible, implementation outcomes could be assessed alongside epidemiological outcomes to determine whether the system delivers meaningful benefits.

 

  1. Equity, national ownership and African research leadership

Climate-related health risks are shaped by unequal exposure, vulnerability and adaptive capacity. In Africa, these inequalities intersect with limited access to health services, surveillance infrastructure and climate finance.

The Lancet Countdown’s Africa-focused initiative highlights the importance of locally led research, regional capacity development and the generation of context-specific evidence [6]. Hounkpatin and colleagues similarly warn that adaptation planning can become insufficiently responsive to local needs when external priorities dominate the policy process [5].

For Zambia, these findings reinforce the need to align research and implementation with national epidemiological priorities, institutional mandates and community experience. External financing and technical cooperation should strengthen local capacity to generate, interpret and apply evidence rather than substitute for national decision-making.

The proposed approach also has relevance for the wider African health-security agenda. Although disease patterns and institutional arrangements vary between countries, the underlying questions of data integration, accountable decision-making, sustainable financing and locally led implementation are widely applicable.

 

  1. Limitations and research priorities

This Commentary presents a policy framework rather than original empirical findings. It does not establish the effectiveness of Zambia’s One Health coordination arrangements, quantify the effect of climate change on individual disease outcomes, or demonstrate that the proposed governance architecture would reduce morbidity or mortality.

The strength of future conclusions will depend on data completeness, disease-specific epidemiological methods, the quality of institutional evidence and the feasibility of evaluating implementation. Climate associations identified in one disease or geographical setting should not be extrapolated automatically to other diseases or locations.

Future research should prioritise transparent methods, locally relevant datasets, interdisciplinary collaboration and evaluation of the pathway between risk information and institutional action.

 

  1. Conclusion

The 2026 Lancet Countdown report reinforces the urgency of a health-centred response to climate change. Zambia’s One Health policy framework provides an important institutional opportunity to connect climate intelligence with infectious-disease surveillance and preparedness.

Existing Zambia-specific evidence demonstrates that climate variability is relevant to malaria epidemiology, while research on zoonotic pathogens supports stronger integrated surveillance and One Health research. The next step is to establish how these strands of evidence can inform disease-specific decisions and whether institutions can act on relevant information in a timely and accountable manner.

A climate-informed One Health governance architecture should therefore prioritise integrated surveillance, locally validated risk assessment, defined response pathways, sustainable financing, community participation and measurable performance.

The central proposition is that climate intelligence becomes a health-security asset only when institutions can translate it into timely, coordinated and equitable action. Testing this proposition in Zambia could generate evidence relevant to national policy and the wider African climate-and-health agenda.

 

References

  1. Romanello M, et al. The 2026 report of the Lancet Countdown on health and climate change: a decade of escalating health harms and a decisive moment for all. The Lancet. 2026. doi:10.1016/S0140-6736(26)01779-4.
  2. One Health Secretariat, Zambia National Public Health Institute, in collaboration with line ministries, statutory bodies, academia and partners. Policy Framework for One Health Coordination and Advocacy. Zambia; 2026. Available from: https://onehealthobservatory.org/resources/policy-framework-one-health-coordination-and-advocacy
  3. Lancet Countdown. The 2026 Global Report of the Lancet Countdown on Health and Climate Change. 2026. Available from: https://lancetcountdown.org/2026-report/
  4. Interconnecting global threats: climate change, biodiversity loss, and infectious diseases. The Lancet Planetary Health. 2024;8(4):e270–e283. doi:10.1016/S2542-5196(24)00021-4.
  5. Climate change and malaria in West Africa: a review of strategies to handle one of the world’s most prominent anthroponoses. The Lancet Planetary Health. 2026. doi:10.1016/j.lanplh.2026.101484.
  6. Kaseya J, Dereje N, Tajudeen R, et al. Climate change and malaria, dengue and cholera outbreaks in Africa: a call for concerted actions. BMJ Global Health. 2024;9:e015370. doi:10.1136/bmjgh-2024-015370.
  7. What does meaningful inclusion of local authors look like in The Lancet Regional Health – Africa? The Lancet Regional Health – Africa. 2026;4:100073. doi:10.1016/j.lanafr.2026.100073.
  8. Nzayisenga TS, Mbewe N, Mwangilwa K, Banda MF, Mwanza J, Bwalya S, Banda I, Habeenzeu C, Mutila M, Zulu PM, Nikisi L, Masaninga F, Mwiinde AM, Chipimo PJ and Kapata N (2026) Rethinking malaria seasonality: humidity-driven transmission shifts and emerging hotspots in Zambia (2009–2023). Front. Trop. Dis. 7:1842716. doi: 10.3389/fitd.2026.1842716
  9. Mubemba B, Mburu MM, Changula K, Muleya W, Moonga LC, et al. (2022) Current knowledge of vector-borne zoonotic pathogens in Zambia: A clarion call to scaling-up “One Health” research in the wake of emerging and re-emerging infectious diseases. PLOS Neglected Tropical Diseases 16(2): e0010193. https://doi.org/10.1371/journal.pntd.0010193

 

 

News Flash 685: 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

San Fruttuoso beach, Liguria, Italy

News Flash 685 

Weekly Snapshot of Public Health Challenges

 

Call for abstracts: ICIC27 Tallinn, Estonia – 10-12 May 2027 International Conference on Integrated Care

Everyone agrees, little moves: The consensus of Universal Health Coverage

Prison health-care governance and public health: a call for research

From Crisis to Resilience: a One Health Architecture for Equitable Health Security in Zambia and Africa  by Kalolo Charles Chitembo 

Beyond Good Intentions: Why Quality Improvement Struggles in South Africa’s Public Health Facilities  by Florence Muvirimi 

Integrated Supportive Supervision at Primary Health Care: Co-designing Stronger Referral and Counter-Referral Pathways  by Ebenezer Bolaji 

Lula’s Victory and the Possibility of Change from the Global South: Economic Injustice, Health Inequity and the Search for a New Ethics of Sustainable Human Development  by Juan Garay 

Reform or rebrand? An interview series on the WHO process to reform the global health architecture: Amitabha Sarkar

Beyond Clinical Care: How Financial Management Strengthens Private Maternal Health Services in Lagos, Nigeria by Olasunmbo Makinde

AI’s ‘opportunity divide’ could deepen global inequality, UN official warns

What keeps a Sahelian network going: AFRAFRA as relational infrastructure

Equity with Accountability: What the UN Political Declaration on Pandemic Preparedness Leaves Unresolved

Message by the Director of the Department of Immunization, Vaccines and Biologicals at WHO – October 2026

African health manufacturers need reliable buyers, not just investment

From the Heart of a Doctor: Why Must We End Polio Now

AMA and EMA issue joint guidance on Ebola vaccine development

Nigeria Tracks Scores of Contacts After Confirming Ebola Case

Ebola spread prompts call for coordinated African response

Kenya becomes first African country to join the Dengue Alliance

Quality of antibiotics purchased on Bioko Island and four mainland districts of Equatorial Guinea: a crosssectional medicine-quality survey

HRR840. THE CASE OF ‘CHOICE-LESS DEMOCRACIES’ (Saeed Husaini)

The Eradication of Extreme Poverty by 2030: a Key UN goal will be a Missed Target

Webinar registration 3 November 2026: The impact of mining in the Democratic Republic of Congo

Donors Weren’t Spending a Lot on Evidence. It’s Now Going Off a Cliff

Funding mutual aid groups in Sudan: routes, losses and what needs to change

US, EU and 30 countries warn of famine risk in Sudan, call for aid

Menopause in Nigeria: Evidence Gaps and the Case for Research  by Hadiza Magaji Mahmoud 

Webinar 5 November 2026 registration: Who is Financing Factory Farming in Africa

Fundraising to protect oceans, forests and other key nature sites falling short ahead of UN summit

Five Facts You Need To Know From The U.N.’s Major Emissions Gap Report

Ford Foundation donates $158.5 million to protect indigenous communities and ancestral forests across the world, which they call home

 

Beyond Clinical Care: How Financial Management Strengthens Private Maternal Health Services in Lagos, Nigeria

IN A NUTSHELL
Author's Note 

Project Aisha demonstrated that financial resilience and clinical quality are inseparable. By equipping 11 private maternal health facilities in Lagos with structured financial management systems, targeted mentorship, and peer learning, the project achieved a 50% reduction in facility-based maternal mortality — evidence that strengthening the business foundations of private facilities is a high-impact strategy for saving lives. For Nigerian states and other low-and middle-income settings grappling with fragmented private health sectors, this model offers a replicable, evidence-based pathway. The question is not whether private providers can deliver quality maternal care — it is whether health systems are willing to invest in the financial and operational foundations that make it possible

Global Health Leader/ Health Systems Strengthening/ MNCH Advisor/ Improvement Science

Nigeria

Beyond Clinical Care

How Financial Management Strengthens Private Maternal Health Services in Lagos, Nigeria

 

Full Content HERE

  Executive Summary 

Despite investments in clinical training, maternal health outcomes in private health facilities are frequently undermined by fragile, business-driven models and weak financial oversight. In many low- and middle-income settings, private health facilities suffer from informal financial management and high out-of-pocket dependency, leading to erratic procurement of life-saving commodities and high staff turnover. When financial systems fail, the ‘clinical gain’ evaporates, leaving private health facilities unable to maintain 24/7 emergency readiness, including the blood bank supplies essential for managing obstetric emergencies.

Project Aisha, a maternal health initiative, demonstrated that financial management is an effective and underutilized approach to improving the quality of maternal health services, especially in the private sector. Implemented in Ifako-Ijaiye LGA, Lagos, the initiative targeted single-doctor-led private hospitals that serve as first-contact providers for most pregnant women.

Using an adapted Financial Management Assessment Tool (FinMAT), Project Aisha identified critical gaps in financial record-keeping, governance and staffing, internal controls, budgeting and planning, and reporting among private maternal care providers. Facilities were stratified by financial risk, enabling tailored mentorship intensity. Through structured training, continuous mentorship, supportive supervision, and integration of quality improvement principles, providers strengthened financial systems directly linked to maternal health service delivery.

Results were substantial. Average financial management scores increased from 38% at baseline to 66% at endline, with the greatest improvements observed in financial documentation, governance, and internal controls—foundational systems essential for service continuity. Strengthened financial practices were associated with fewer service disruptions, improved availability of essential maternal health commodities, better staff retention, and enhanced readiness for obstetric emergencies.

Project Aisha demonstrated that strengthened financial management is a frontline quality-of-care intervention. When private providers gain control over their finances, they are better positioned to safeguard the quality of care. Integrating financial management mentorship into maternal health quality improvement approaches offers a scalable, high-impact strategy to sustain safe motherhood gains, reduce preventable maternal deaths, and build resilient private health systems across Nigeria and sub-Saharan Africa.

 

Integrated Supportive Supervision at Primary Health Care: Co-designing Stronger Referral and Counter-Referral Pathways

IN A NUTSHELL
Author's Note 

…a functioning referral system depends on more than knowing when to send a patient elsewhere. It also depends on whether the patient reaches the next level of care, whether relevant information returns to the PHC and whether follow-up happens.

Integrated supportive supervision provides an existing opportunity to examine this journey with the people who understand its different parts. By reviewing a small number of cases, co-designing workable tools, measuring progress and escalating barriers that facilities cannot solve alone, supervisory teams can help turn a documented referral into a more connected process of care.

Ultimately, the value of a referral system lies not in the number of referrals recorded, but in whether patients receive the care they need and whether the health system can support their journey across levels of care.

By Ebenezer Bolaji, MD

Rapid Responder Epidemiologist with the Africa CDC

Head of the Primary Health Care Research Unit at the National Primary Health Care Development Agency (NPHCDA)

Nigeria

 By the same Author on PEAH: HERE

Integrated Supportive Supervision at Primary Health Care

Co-designing Stronger Referral and Counter-Referral Pathways

 

“I understand referral, but could you explain what you mean by counter-referral?”

A community health worker asked me this question during a supportive supervision visit to a primary health care (PHC) facility. It was a simple question, but it exposed a challenge that can be overlooked when supervision focuses mainly on whether services are available and registers are complete: do health workers share an understanding of what should happen after a patient is referred to another facility?

The question stayed with me because referral is not complete simply because a patient has been directed elsewhere. The receiving facility needs to provide appropriate care, relevant information needs to return to the referring PHC, and any recommended follow-up needs to happen. Without these links, a patient’s journey through the health system can become fragmented.

This perspective draws on a field visit in Nigeria’s PHC system, where frontline primary care facilities work within a broader network of local government, state and referral-level services. During the visit, I reviewed a facility referral register covering the preceding quarter and discussed referral processes with frontline personnel. The register contained entries for referrals made, but counter-referral and follow-up were not documented in the material reviewed. I did not record a verified referral count that can responsibly be reported here.

 

 Images from the field

 

This is a practice-based perspective, not a research study or a representative assessment of Nigerian PHC facilities. It describes an observation from one field exercise; it cannot establish how common the gap is or why it occurred. Its value is in identifying a practical question that health teams can explore during routine supervision.

1. Why integrated supportive supervision?

Supportive supervision is often treated as a way to check service availability, review records and identify performance gaps. It can also provide a structured opportunity for health workers and supervisors to solve problems together. WHO guidance on community health worker programmes emphasises supportive approaches, including coaching, quality assurance and problem-solving, while acknowledging that evidence comparing specific supervision models remains limited [1]. A review of supervision approaches in low- and middle-income countries similarly found that useful approaches often draw on routine data and continuous quality improvement, although many successful models have not been tested at scale or sustained over time [2].

Integrated supportive supervision brings several service areas into a coordinated visit. Depending on the context, a team may review maternal and newborn health, immunisation, laboratory services, emergency arrangements, community health activities and quality improvement. Integration can reduce the burden of separate visits and help teams see how the different parts of service delivery work together.

Referral pathways are particularly suited to this approach. A PHC can initiate a referral, but successful completion may depend on transport, costs, the availability of services at the receiving facility, communication between facilities and the patient’s ability to navigate the system.

Supervision cannot resolve every barrier, but it can help teams identify where a pathway breaks down, determine who can act and follow up on agreed improvements.

The evidence should be interpreted carefully. A Cochrane review found that studies of supervision in PHC had mixed results and that the overall certainty of evidence was low or very low [3]. The case for integrated supportive supervision is therefore not that every supervisory visit will automatically improve outcomes. Rather, supervision is an existing health-system process that can be made more useful when it supports evidence-informed problem-solving and tracks whether agreed changes work.

2. Referral, counter-referral and continuity of care are different

The question from the community health worker created an opportunity to clarify three connected concepts:

  1. Referral completion: did the patient reach the facility to which they were referred?
  2. Counter-referral: did the receiving facility communicate relevant information back to the referring PHC, including findings, treatment provided and recommendations?
  3. Continuity of care: was the patient subsequently followed up and managed in line with the care plan?

These are related, but they are not interchangeable. A patient may be referred and never arrive. A patient may reach the receiving facility and receive treatment, but the PHC may receive no feedback. Even where feedback is provided, the patient may not complete recommended follow-up. Each is a different point at which care can become disconnected.

A recent scoping review of referral systems within a primary health care approach highlighted the importance of clear referral protocols, communication between initiating and receiving facilities, counter-referral processes and monitoring [4]. These functions are not merely administrative. They help clinicians make informed decisions about ongoing care and support a more connected patient journey.

A practical starting point is a shared, plain-language explanation of the pathway. Health workers, community health workers and supervisors should understand what information must accompany a referral, what the receiving facility is expected to return, how unresolved referrals are followed up and who is responsible at each stage.

3. Use supervision to co-design workable solutions

The field register showed that the facility had made an effort to record outward referrals. The gap in the records reviewed was the return journey: whether patients reached the next level of care, what care they received and whether the PHC obtained information to guide subsequent management. This observation should not be read as evidence of poor commitment by frontline staff. It may also reflect a process or register designed mainly to document the initial referral.

Co-design offers a way to investigate the gap without starting from blame. Facility in-charges and health workers understand the demands of service delivery. Community health workers may know the practical barriers patients face in reaching care and returning for follow-up. Local government and state teams understand referral arrangements and service availability. Receiving facilities can clarify what information they need and what feedback they can reasonably provide.

During a supervisory visit, these actors can review a small number of de-identified referral records and map the patient journey. Where did the process work? Where was information missing? Was the receiving facility known and reachable? Was transport available? Did anyone follow up when the outcome was unknown? What change would be feasible within the current workflow?

This approach is consistent with evidence that problem-solving between supervisors and health workers may strengthen the effectiveness of supervision. In a secondary analysis of 81 studies from 36 countries, routine supervision was associated with a median improvement of 10.7 percentage points in professional health workers’ practices compared with controls. The analysis also found that supervisor involvement in problem-solving was associated with greater mean effectiveness, although the authors rated the evidence quality as low because of limitations including risk of bias [5]. These findings support the direction of travel, not a guarantee that the same effect will occur in every setting.

Co-design should complement, not replace, supervision’s role in monitoring standards and accountability. Its purpose is to combine assessment with a structured opportunity to understand operational problems, agree on corrective action and learn from implementation.

4. Practical actions within an existing supervision cycle

A small number of steps can be tested within an existing supervision cycle and adapted to local conditions.

Agree on a minimum referral and counter-referral log. Review the existing register with the people who use it. A minimum dataset could include a unique patient identifier, date and reason for referral, initiating and receiving facilities, referral focal person, whether arrival was confirmed, care received, feedback returned and follow-up required. The final fields should align with existing reporting requirements and protect patient confidentiality. Avoid creating a parallel tool unless the current one cannot be adapted.

Introduce a referral slip with a return section. The receiving facility could document key findings, care provided and recommendations for continued management. Information might return through the patient or through an agreed, secure communication channel between facilities. The method should reflect local realities and safeguard confidential clinical information.

Maintain a directory of receiving facilities. Local teams can periodically update facility locations, services available, operating hours, referral contacts and emergency arrangements. A directory is only useful if it is accurate and accessible to frontline staff.

Review a few cases during each visit. As a starting point, the supervisory team could review two or three documented referrals where feasible. The discussion should establish whether the patient reached the receiving facility, whether feedback returned, whether follow-up was completed and what barriers remain. The number and duration of reviews should be adjusted to workload and case complexity.

Escalate barriers that the facility cannot solve alone. Better documentation will not overcome a lack of transport, unaffordable care, insecurity or an unavailable service. Supervision findings should distinguish actions that can be taken at facility level from issues requiring local government, state or higher-level support. Community health workers can contribute to follow-up within their defined roles, but should not replace clinical communication between facilities.

A limited pilot can test whether the proposed log and return slip are understandable, feasible and useful before any wider adoption. Frontline users should be able to recommend changes based on actual use, rather than being asked only to comply with a tool designed elsewhere.

5. Measure whether the pathway is improving

Introducing a register or referral slip is not, by itself, evidence of a stronger referral system. Teams need a small set of indicators with clear definitions, denominators, reporting periods and sources of information.

Possible indicators include: (1) completeness of referral documentation among records reviewed; (2) the proportion of referred patients confirmed to have reached the receiving facility; (3) the proportion of completed referrals for which relevant counter-referral feedback is received by the PHC; and (4) the proportion of patients who require follow-up and complete it within the agreed period.

The interpretation matters as much as the calculation. Referral outcomes that cannot be established should be recorded as unknown, not automatically classified as completed or failed. Low completion may reflect transport or financial barriers, insecurity, service availability or communication problems, rather than the performance of the initiating PHC alone. Data should help the team understand the pathway, not create incentives to conceal difficult cases.

Every significant gap should lead to an agreed action, a named responsible person or level of the system, and a timeline for review. At the next supervisory visit, the team can check whether the action was completed and whether the process improved. This closes the loop between observation, action and learning.

6. Digital tools should support a functioning process

Electronic community health information systems (eCHIS) and other digital platforms may eventually support referral tracking, reminders and communication between community-based workers and facilities. But digitisation cannot compensate for unclear responsibilities, unreliable contact arrangements or a receiving facility that cannot provide the required service.

Before introducing digital functions, teams should agree on the workflow and minimum information required, assess whether existing systems can support it, and address interoperability, connectivity, workforce capacity, privacy and data protection. Digital tools should reduce avoidable duplication rather than create parallel reporting burdens. Paper-based processes may remain appropriate where connectivity or infrastructure is limited.

The immediate priority is a referral pathway that frontline workers understand and can use consistently. Technology should be introduced where it offers a practical advantage and can be maintained within existing arrangements.

7. Policy recommendations

Policy makers can build on existing supervisory structures by taking five practical steps:

  1. Include referral review in supportive supervision tools. Review referral completion, counter-referral feedback and follow-up, not only the presence of referral records.
  2. Adapt and pilot simple referral tools. Co-design logs and return slips with frontline users, test them in selected facilities and revise them before wider use.
  3. Strengthen local referral coordination. Maintain updated directories, clarify focal persons and connect referral arrangements with emergency transport and other relevant support mechanisms.
  4. Orient health workers and community health workers. Establish a shared understanding of referral, counter-referral, follow-up and each person’s responsibilities.
  5. Link findings to action and accountability. Assign responsibilities and timelines, escalate system-level barriers and review progress during subsequent supervision and routine performance discussions.

These steps can use existing structures, but they are not cost-free. They require staff time, practical tools, appropriate training and support from the levels of the health system responsible for resolving barriers beyond the facility.

Conclusion

The community health worker’s question was a reminder that a functioning referral system depends on more than knowing when to send a patient elsewhere. It also depends on whether the patient reaches the next level of care, whether relevant information returns to the PHC and whether follow-up happens.

Integrated supportive supervision provides an existing opportunity to examine this journey with the people who understand its different parts. By reviewing a small number of cases, co-designing workable tools, measuring progress and escalating barriers that facilities cannot solve alone, supervisory teams can help turn a documented referral into a more connected process of care.

Ultimately, the value of a referral system lies not in the number of referrals recorded, but in whether patients receive the care they need and whether the health system can support their journey across levels of care.

References

  1. World Health Organization. WHO guideline on health policy and system support to optimize community health worker programmes. Geneva: World Health Organization; 2018. Available from: https://www.who.int/publications/i/item/9789241550369
  2. Rowe SY, Peters DH, Holloway KA, Chalker J, Ross-Degnan D, Rowe AK. A systematic review of the effectiveness of strategies to improve health worker performance in low- and middle-income countries. (See also: systematic review of performance-enhancing health worker supervision approaches in low- and middle-income countries). Hum Resour Health. 2021;19:2. Available from: https://pmc.ncbi.nlm.nih.gov/articles/PMC8733429/
  3. Bosch-Capblanch X, Liaqat S, Garner P. Managerial supervision to improve primary health care in low- and middle-income countries. Cochrane Database Syst Rev. 2011;(9):CD006413. doi:10.1002/14651858.CD006413.pub2.
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Lula’s Victory and the Possibility of Change from the Global South: Economic Injustice, Health Inequity and the Search for a New Ethics of Sustainable Human Development

IN A NUTSHELL
Author's note
The re-election of Luiz Inácio Lula da Silva as President of Brazil on 25 October 2026 provides an opportunity to reconsider whether political and intellectual renewal towards greater economic justice, health equity and ecological sustainability might emerge from the Global South. This article examines the structural connections between wealth concentration, unequal access to the determinants of health, ecological overshoot and the concentration of financial, military and digital power. Drawing on international evidence and the conceptual contributions of the Sustainable Health Equity Movement (SHEM), particularly its approaches to Wellbeing in Sustainable Equity (WiSE) and Sustainable Health Equity (SHE), it argues that conventional indicators of economic growth and national development are insufficient and even fall in contradiction, to evaluate human progress. A more comprehensive framework should assess how societies transform available resources into dignified, healthy and environmentally sustainable lives, both within and between countries and across generations. The article proposes a political and ethical agenda that transcends the conventional left–right divide without disregarding the distributional consequences of public policy. It also explores the potential contribution of the Global South to reforming international institutions, advancing a universal right to live in harmony with nature, and developing cooperative alternatives to extractive economic models. Lula’s victory is interpreted not as evidence that such a transformation has occurred, but as a possible opening for broader democratic and transnational action

By Juan Garay  

Co-Chair, Sustainable Health Equity Movement (SHEM)

Professor and Researcher in Health Equity, Ethics and Metrics

Founder, Valyter Ecovillage

By the same Author on PEAH: HERE

Lula’s Victory and the Possibility of Change from the Global South

Economic Injustice, Health Inequity and the Search for a New Ethics of Sustainable Human Development

 

1. Introduction: Can change come from the Global South?

On 25 October 2026, Luiz Inácio Lula da Silva was re-elected President of Brazil with 51.79% of valid votes, against 48.21% for Flávio Bolsonaro. The result followed a closely contested election in a deeply divided society and marked an important moment in Brazil’s democratic and political trajectory (Tribunal Superior Eleitoral, 2026).

The significance of this result extends beyond Brazil’s borders. In a world facing widening economic disparities, democratic tensions, geopolitical conflict and accelerating ecological disruption, it raises a broader question: could the Global South become an important source of political, intellectual and social renewal in the pursuit of a more equitable and sustainable model of human development?

This possibility should not be confused with a prediction or an endorsement of any particular government. Electoral victories do not automatically translate into structural transformations, and countries of the Global South are neither politically homogeneous nor immune to inequality, extractivism, authoritarianism or the concentration of wealth. Brazil itself faces the challenge of reconciling social protection, economic development, environmental conservation and democratic coexistence.

Nevertheless, the election provides an opportunity to examine a fundamental contradiction in the contemporary world order. A primary source if inequity is the artificial divide of countries and the inequity of biocapacity, wealth amd GDP (financial and other excahnge flows). Even countries and communities with substantial natural resources, human capacities and cultural knowledge may continue to experience preventable illness, premature mortality and deprivation, while economic and technological systems concentrate the benefits of production in relatively small populations.

This contradiction cannot be understood exclusively through the traditional division between left and right. It requires an analysis of how resources, opportunities, risks and decision-making power are distributed, and of how these arrangements influence the health of populations and the ecological conditions on which human life depends.

The Sustainable Health Equity Movement (SHEM) has developed a framework for examining these relationships. Its work on Wellbeing in Sustainable Equity (WiSE), Sustainable Health Equity (SHE), global health metrics, financial speculation, digital power and community-based alternatives seeks to connect health outcomes with the broader economic, political and ecological structures that shape them.

This article develops that perspective around three questions:

  1. How does economic injustice contribute to inequities in health and premature mortality?
  2. Why are conventional models of development and political classification insufficient to address the combined challenges of social inequality and ecological limits?
  3. What role could the Global South, working with movements and communities worldwide, play in advancing a new ethic of sustainable human development?

2. Economic inequality and the unequal distribution of health

2.1. Wealth concentration in an unequal world

Economic inequality remains one of the defining characteristics of the global economy. According to the World Inequality Report 2026, the richest 10% of the global population own approximately three-quarters of total wealth, while the bottom 50% own only about 2%. The poorest half of the population receives less than 10% of global income (World Inequality Lab, 2026) and below the dignity threshold that ensures the right to health /best feasible level (see SHEM articles and webinars on the geographical distribution of injustice).

These figures describe more than differences in consumption or personal income. Wealth confers unequal capacities to influence political decisions, access education and healthcare, withstand economic crises, avoid environmental hazards and shape the distribution of future opportunities.

The accumulation of financial and productive assets can support innovation and investment towards global public goods. However, when ownership becomes highly concentrated and the returns to capital are persistently distributed more unequally than the opportunities to participate in economic life, wealth concentration can reproduce itself across usable and direct human might and genius to the benefit of a few.

This matters for health because the resources that protect people from illness are unequally distributed. Adequate nutrition, safe housing, education, clean water, sanitation, secure employment, social protection and timely access to healthcare depend partly on household resources, but also on public investment, labour relations, social institutions and the distribution of political power.

Economic inequality is therefore not simply a background characteristic of societies. It can influence the conditions under which people are born, grow, work, age and die. (Seee Michael Marmot work on health equity and the WHO report and WHA resolution on the social determinants of health, 2010).

2.2. The magnitude of health inequities

The World Health Organization’s 2025 review of social determinants of health reports that the difference in life expectancy between countries with the highest and lowest levels can reach 33 years. It also estimates that eliminating wealth-related inequalities within low- and middle-income countries could potentially save 1.8 million children’s lives each year (WHO, 2025). SHEM estimates that excess mortality caused by international inequity has remained for some 30 years above 16 million annual deaths.

These estimates illustrate the scale of avoidable differences in health. They also demonstrate why national averages can be misleading. A country’s overall life expectancy or health expenditure may improve while large differences persist between social groups, territories, ethnic communities and income categories.

The relationship between economic resources and health is complex. Income influences individual opportunities, while taxation, social protection, public services, environmental regulation and labour-market institutions shape the extent to which those opportunities are shared. Political instability, conflict, discrimination, geography and the capacity of health systems also affect outcomes.

Consequently, the relationship should not be reduced to a simple claim that every difference in health results directly from income inequality. Rather, economic inequality interacts with social and institutional mechanisms that determine exposure to health risks and access to protection.

A central implication follows: the assessment of development must consider not only how much wealth a society generates, but how effectively and fairly it converts available resources into healthy lives.

2.3. From unequal resources to preventable mortality

Health systems are essential, but healthcare alone cannot compensate for all the disadvantages generated by unequal living conditions. Medical treatment may reduce the consequences of disease, yet it cannot independently eliminate inadequate housing, food insecurity, hazardous work, polluted environments, educational exclusion or the loss of livelihoods caused by ecological disruption.

Nor is the availability of medical knowledge sufficient to ensure that its benefits are distributed fairly. Scientific discoveries, vaccines, medicines and digital technologies can improve population health, but access depends on affordability, production capacity, intellectual property arrangements, public financing, infrastructure and political priorities.

SHEM’s work approaches these issues through the relationship between available resources, the capacity to transform them into human wellbeing, and the sustainability of the resulting outcomes. This perspective encourages researchers to examine not only health expenditure or service coverage, but also the distribution of health outcomes relative to the resources and opportunities available.

Such an approach can help distinguish between scarcity that is genuinely unavoidable and deprivation that reflects institutional choices, unequal bargaining power or an inadequate allocation of collective resources.

It also places preventable mortality within a broader ethical and political discussion. When effective interventions and sufficient resources exist, avoidable deaths raise questions about social priorities, the organisation of institutions and the distribution of responsibilities across countries.

Estimating the precise number of deaths attributable to global economic injustice nevertheless requires explicit counterfactual assumptions, transparent methods and careful separation of direct causation from statistical association. The ethical importance of the issue does not remove the need for methodological rigour. If and when achieved, the burden of health inequity may become the most revealing barometer of social justice and act as a compass towards sustainable equity.

3. Ecological injustice and the unequal conditions for healthy life

Economic and health inequities cannot be separated from the ecological foundations of human wellbeing.

Climate change, air pollution, biodiversity loss, soil degradation, water insecurity and the disruption of food systems affect health through multiple pathways. They influence infectious disease patterns, heat-related mortality, nutrition, respiratory and cardiovascular disease, mental wellbeing, displacement and the resilience of health services.

These effects are distributed unequally. People with fewer resources often have less capacity to avoid environmental hazards, relocate from dangerous areas, protect their livelihoods or obtain timely treatment. At the same time, the benefits of environmentally damaging production and consumption may accrue disproportionately to groups with greater purchasing power and ownership of capital.

The United Nations Environment Programme’s Emissions Gap Report 2025 estimated that warming over this century could reach approximately 2.8°C under policies then in place. Even full implementation of national climate pledges was projected to leave warming substantially above the Paris Agreement’s temperature goals (UNEP, 2025). These are model-based projections, not certainties, and subsequent policy developments can change the trajectory. Their significance lies in the scale of the gap between existing commitments and the reductions required. Such trend may mean excess mortality of over 210 million during the century, mainly in populations with low carbon and ecological footprint (see Garay, PEAH, Climate chnge : third world war with no guns).

The problem is not consumption as such. Adequate food, housing, energy, mobility and healthcare are indispensable to human dignity. The challenge is to distinguish consumption that meets essential needs from resource-intensive consumption that adds relatively little to wellbeing while imposing substantial ecological costs.

Likewise, economic growth cannot be evaluated independently of its distribution and environmental consequences. Growth that improves nutrition, sanitation, education and access to essential services may support health equity. Growth that depends on destructive extraction, hazardous working conditions or the depletion of resources essential to future generations may generate benefits that are unequally shared while transferring costs to other populations and periods.

This suggests the need for a combined assessment of social sufficiency and ecological limits: ensuring that everyone has access to the material foundations of a dignified life while reducing unnecessary resource use and environmental damage.

SHEM’s approach to sustainable health equity seeks to place these objectives within a common framework. A society cannot be considered fully equitable if its current wellbeing depends on systematically undermining the health and life opportunities of other populations or future generations. Hence the SHEM index of wellbeing in sustainable equity.

4. The concentration of financial, military and digital power

4.1. Debt, speculation and the distribution of public resources

Public borrowing can finance essential infrastructure, healthcare, education and climate adaptation. Private credit can support productive investment and household security. Financial markets can facilitate the allocation of capital and the management of risk.

However, the consequences of debt depend on its terms, purpose, distribution and governance. When debt-service obligations absorb a large share of public revenue, governments may face difficult choices about healthcare, education, social protection and ecological investment. When financial returns are prioritised over social outcomes, economic activity can become increasingly disconnected from the needs of populations.

The issue is therefore not debt or finance in themselves, but the conditions under which financial claims are created, distributed and enforced.

PEAH article, Debt, Financial Speculation and Artificial Intelligence: The Emerging Architecture of Inequity,  examines how debt, speculative finance and algorithmic systems can interact to reshape the distribution of wealth, power and opportunity. The analysis argues for evaluating these systems according to their contribution to human dignity, sustainable wellbeing and planetary health (Garay, 2026a).

From a health-equity perspective, this implies examining the opportunity costs of financial arrangements: what resources remain available for primary healthcare, nutrition, sanitation, social protection and climate resilience after debt obligations and other competing claims have been met?

It also implies greater transparency in financial governance, fairer taxation, international cooperation against illicit financial flows and a stronger capacity for governments to protect essential social investment.

4.2. Military expenditure, conflict and health

Armed conflict produces immediate mortality, injuries, displacement and the destruction of healthcare infrastructure. Its longer-term effects include interrupted vaccination, food insecurity, psychological trauma, reduced access to education and the deterioration of the social determinants of health.

Military expenditure also raises questions about competing public priorities. Yet it would be misleading to assume that every unit of military spending could automatically be redirected to health or that all security expenditure has identical consequences. Countries face different security conditions, and the effects of reallocating resources depend on context.

A more useful approach is to examine whether security policies reduce threats to human life or intensify the conditions that produce insecurity. Human security should encompass not only protection from armed violence, but also access to essential services, freedom from extreme deprivation and the preservation of the environmental systems on which societies depend.

This broader understanding is consistent with SHEM’s efforts to connect peace, global justice and sustainable health equity.

4.3. Digital technology and artificial intelligence

Artificial intelligence and digital infrastructure can improve diagnosis, disease surveillance, scientific research, logistics and the allocation of health resources. They can also reproduce discrimination, concentrate informational power and increase dependence on private providers when ownership, access and accountability are inadequately governed.

The central question is not whether technology is inherently beneficial or harmful. It is who controls it, whose interests it serves, who can scrutinise its decisions, and how its benefits and risks are distributed.

When a small number of companies control critical digital infrastructures, data and computational resources, their decisions can influence public institutions and essential services. Where automated systems are used to determine eligibility, allocate resources or assess risk, insufficient transparency and weak accountability may reinforce existing social inequalities.

A sustainable health-equity agenda therefore requires public-interest research, independent evaluation, meaningful human oversight, data protection, equitable access to digital infrastructure and democratic accountability.

These concerns also reinforce the wider argument: the distribution of power is itself a determinant of health. Economic, political, military and digital power should be assessed not only by their capacity to generate returns or increase national influence, but by their effects on human capabilities, health and ecological integrity.

5. Beyond the conventional left–right divide

The traditional distinction between left and right remains relevant to understanding political traditions, electoral competition and policy choices. Parties differ in their approaches to taxation, public services, labour regulation, markets, migration, environmental protection and the role of the state.

However, ideological labels alone are insufficient to evaluate whether a political system advances sustainable health equity. Governments that describe themselves as progressive can continue extractive practices, tolerate excessive wealth concentration or fail to protect ecosystems. Governments that describe themselves as conservative can adopt policies that strengthen public health, social cohesion or environmental stewardship.

The relevant task is not to erase political differences, but to assess concrete policies and their consequences.

A comparative framework should examine, among other dimensions:

  • The progressivity and effectiveness of taxation.
  • The distribution of public expenditure on healthcare, education, housing and social protection.
  • Access to essential services and differences in health outcomes between social groups.
  • Labour rights, income security and the distribution of economic power.
  • The ecological footprint of production and consumption.
  • The protection of civil liberties and democratic accountability.
  • The concentration of financial and digital ownership.
  • The treatment of migrants and minorities.
  • The distribution of environmental risks between populations and generations.

Such an approach would permit comparison across governments without assuming that political identity determines policy outcomes in advance.

The objective would be to identify which institutional arrangements and policy combinations are associated with greater equity, improved health and lower ecological damage, while recognising the influence of national income, history, demographics, productive structure and international constraints.

A new political ethic would begin by asking whether economic and political institutions enable people to live healthy, dignified lives within ecological limits. It would not require agreement on every aspect of economic organisation. It would require a shared commitment to reducing avoidable deprivation, limiting the conversion of private wealth into unaccountable power, and protecting the conditions necessary for life.

6. The contribution of SHEM: WiSE and Sustainable Health Equity

The Sustainable Health Equity Movement seeks to broaden the understanding and measurement of equity by connecting human wellbeing with the fair and sustainable use of available resources.

Its work on Wellbeing in Sustainable Equity (WiSE) and Sustainable Health Equity (SHE) proposes that development should be evaluated not only by economic output, average income or the availability of services, but also by the capacity of societies to transform territorial resources, human capabilities, institutions and shared global public goods into healthy and sustainable lives.

In Sustainable Health Equity: A Scientific Framework for Strengthening Human Development Drawing on Cuba’s Experience and Contemporary Challenges, a framework that considers three interconnected dimensions: resource endowment, transformation capacity and sustainable wellbeing is proposed (Garay, 2026b).

This framework raises several questions relevant to international comparison:

  1. What resources and capabilities are available to a society?
  2. How effectively and equitably are these resources converted into health, education, social protection and human development?
  3. Are the resulting outcomes environmentally sustainable and replicable for future generations?

The distinction between resource availability and transformation capacity is important. Two societies with comparable resources may achieve different health outcomes because of differences in public institutions, social organisation, access to knowledge, economic distribution and political priorities.

Conversely, a society with limited financial resources may achieve important health gains through preventive care, education, community participation and the effective use of public goods. Such outcomes do not eliminate material constraints, but they demonstrate why income alone is an incomplete measure of development.

SHEM’s approach also highlights the need to examine the sustainability of these achievements. Human wellbeing cannot be considered secure if it depends on ecological depletion, externalising environmental costs or denying other populations access to essential resources.

The framework should be understood as a contribution to ongoing scientific discussion rather than as a fully validated universal index. Its indicators, thresholds, weighting methods and comparative applications require transparent specification, empirical testing and independent assessment.

The Global Health Equity Atlas and related SHEM initiatives offer a basis for further work on the distribution of health opportunities and the avoidable consequences of inequity. Their scientific value will depend on the clarity of their methods, the traceability of their data, the treatment of uncertainty and the reproducibility of their results.

A central research objective is to develop indicators capable of distinguishing between three situations: insufficient resources, unequal distribution of available resources, and institutional limitations in converting resources into sustainable wellbeing. These conditions may overlap, but they require different responses.

7. Can the Global South open a new horizon?

The Global South is not a single political or economic entity. While most countries have gone through Western colonization, the Global South includes countries with different levels of income, political systems, social institutions and international interests. Some have achieved significant improvements in health and education; others face severe deprivation, inequality or environmental destruction. Many experience both progress and persistent structural limitations.

Nevertheless, countries of the Global South occupy an important position in debates about international justice. Their experiences expose the limitations of development models that treat high consumption as a universal aspiration while overlooking ecological constraints, unequal access to resources and the historical distribution of economic power.

The potential of the Global South should not be understood as replacing one hegemony with another. Nor should the South be idealised as inherently more equitable or sustainable. The opportunity lies in building alliances across countries, communities and political traditions around shared principles of human dignity, health equity, democratic participation and ecological responsibility.

Brazil provides a particularly relevant context for this discussion because of its scale, social diversity, scientific capacity, public-health experience and ecological importance. The Amazon and other Brazilian ecosystems have global significance, while the country’s social inequalities make the relationship between economic development, environmental protection and public wellbeing especially consequential.

Lula’s re-election could create political space for initiatives that prioritise social protection, public health, international cooperation and ecological stewardship. Whether this potential becomes reality will depend on policy choices, institutional constraints, democratic negotiation and measurable outcomes. An election result cannot substitute for that assessment.

The wider opportunity is to develop cooperation among countries of the Global South, alongside partners in the North, around practical questions: how to expand access to essential medicines and technologies; how to reduce the fiscal constraints that undermine public services; how to protect forests and biodiversity while improving local livelihoods; how to strengthen climate adaptation; and how to ensure that scientific knowledge serves populations rather than only those who can pay for it.

The Global South may also contribute to a more plural conception of development. Diverse cultural traditions, indigenous knowledge, community-based resource management and experiences of collective provision can inform alternatives to the assumption that wellbeing depends on continuously increasing material consumption.

Such contributions should be assessed critically and respectfully. Local traditions are not automatically equitable, and community autonomy does not remove the need for universal rights, public accountability or protection against discrimination. The aim is to combine diverse forms of knowledge with scientific evidence and democratic principles.

The possible turning point, therefore, is not simply a change in the geographical centre of political power. It is a change in the criteria by which power and development are judged.

8. Towards a universal ethic of intergenerational equity

The pursuit of sustainable health equity requires an ethical framework that connects the rights and needs of present populations with the conditions of life available to future generations.

Several philosophical traditions offer resources for this task. John Rawls’s theory of justice raises the question of fair institutions and obligations between generations. Hans Jonas emphasises responsibility for the long-term consequences of human action. Aldo Leopold’s land ethic expands moral concern to the wider community of life. Elinor Ostrom demonstrates the importance of institutional arrangements through which communities can govern shared resources. Kate Raworth’s doughnut economics connects a social foundation for human wellbeing with an ecological ceiling.

These approaches differ in their assumptions and methods, but each helps challenge the idea that economic performance can be evaluated independently of social justice and ecological limits.

A related ethical question concerns the relationship between human dignity and nature. The right to health is inseparable from access to clean air, safe water, adequate food, secure housing and a habitable environment. Protecting these conditions requires more than individual responsibility: it requires collective institutions capable of regulating economic activity, preventing environmental harm and distributing resources fairly.

A possible contribution would be the development of an international declaration recognising the right of present and future generations to live in harmony with nature, understood as a community of life that includes human beings. This would build on existing international human-rights and environmental frameworks rather than imply that such a comprehensive, autonomous right is already universally recognised in international law.

Such a declaration could establish principles including:

  • Universal access to the material conditions of a dignified and healthy life.
  • Protection of ecosystems and biodiversity as foundations of present and future wellbeing.
  • Fair distribution of the benefits and burdens of economic activity.
  • Responsibility for the long-term and transboundary consequences of public and private decisions.
  • Democratic and transparent accountability for concentrated economic, financial, military and digital power.
  • Protection against discrimination, forced displacement and avoidable deprivation.
  • International cooperation in the research, discovery and equitable provision of essential public goods.
  • Respect for cultural diversity, local autonomy and universal human rights.

The United Nations could provide an essential forum for advancing this agenda. However, institutional reform would need to address both representation and accountability. Greater representation for underrepresented regions, abolishment of the anachronic and antidemocratic vetonpower of a few, stronger mechanisms for protecting future generations, improved international tax cooperation and more effective oversight of transnational risks could help strengthen global governance.

Reform should not create an unaccountable central authority. Global institutions should operate through democratic, transparent and multilevel arrangements that preserve local participation while addressing problems that no country can resolve independently.

The question of borders requires similar care. National institutions continue to play important roles in democratic accountability, social protection and the provision of public services. Yet the unequal circumstances of birth, restrictive migration systems and the uneven distribution of global opportunities raise profound questions of justice.

A gradual approach could strengthen the protection of migrants’ rights, expand safe and regular migration pathways, reduce arbitrary exclusion from essential services and develop international arrangements that share responsibility more fairly. The long-term aspiration would be a world in which borders dilute and birthplace imposes fewer to none unjustified constraints on access to dignity, health and opportunity, while cultural diversity and democratic self-government remain protected. In a way, universal rights are not compatible with artificial national borders restricting or filtering the natural flow of people, knowledge, goods and means.

9. From principles to measurable change

Ethical commitments need to be translated into indicators, policies and institutions capable of demonstrating whether progress is occurring.

A research agenda informed by SHEM could develop a Sustainable Intergenerational Equity framework that assesses the relationship between resource availability, distribution, health outcomes and ecological sustainability.

Such a framework might include the following domains:

Economic justice: income and wealth concentration, tax progressivity, public revenue, debt-service burdens and access to essential goods.

Health equity: life expectancy, healthy life expectancy, avoidable mortality, child mortality, financial protection and differences in outcomes between socioeconomic groups.

Social foundations: nutrition, housing, education, water, sanitation, social protection and secure employment.

Ecological sustainability: greenhouse-gas emissions, material consumption, ecological footprint, air quality, biodiversity protection and exposure to climate risks.

Democratic and institutional conditions: civil liberties, public accountability, participation, corruption controls and the concentration of financial and digital power.

Intergenerational responsibility: public investment in future capabilities, ecological liabilities, long-term health risks and the distribution of benefits and costs between generations.

The purpose would not be to compress every dimension of human development into a single score without adequate justification. Composite indices as the burden of health inequity and the wellbeing in sustainable equity index can be useful for communication and comparison, but they may conceal important trade-offs, methodological assumptions and inequalities within countries.

A robust framework should therefore publish its indicators and data sources, explain the treatment of missing information, test the sensitivity of results to alternative weighting methods, and present disaggregated findings alongside any composite measure.

Comparative research could examine whether countries that reduce economic inequality, strengthen public services and protect ecosystems achieve better health outcomes relative to their available resources. It should account for differences in income, demographics, productive structure, conflict exposure, institutional history and external economic constraints.

Longitudinal analysis would help distinguish correlation from causal effects. Where possible, researchers should evaluate specific policy changes, compare relevant populations and test whether improvements in health are accompanied by reductions in ecological pressure.

The framework could also be applied at community level. Initiatives involving food sovereignty, preventive health, shared resources, renewable energy, care networks and participatory governance may offer practical settings in which to test how different social arrangements contribute to sustainable wellbeing.

Such experiments cannot replace public institutions or universal social protection. They can, however, generate knowledge about complementary forms of cooperation and demonstrate how ethical principles can be translated into everyday practices.

The ultimate purpose is to make sustainable equity empirically assessable: to determine not merely whether societies become wealthier, but whether their resources produce healthier lives, whether the benefits are fairly shared, and whether these achievements can be maintained without undermining the conditions of life elsewhere or in the future.

10. Conclusion: A possible turning point, not a predetermined future

Lula’s re-election creates an opportunity to reconsider the contribution that Brazil and other countries of the Global South might make to international debates on economic justice, health equity and ecological sustainability. It does not establish that a new global direction has begun, nor does it guarantee that Brazil’s policies will resolve the structural contradictions discussed here.

The significance of the moment lies in the questions it makes possible. Can economic resources be directed more effectively towards health, education and social protection? Can financial and technological innovation be governed in the public interest? Can development improve material conditions without reproducing ecological destruction? Can international institutions distribute responsibilities and decision-making power more fairly? And can political movements build cooperation beyond established ideological divisions without abandoning democratic accountability or the analysis of inequality?

The Sustainable Health Equity Movement offers one framework for addressing these questions. By connecting the availability of resources, the capacity to transform them into human wellbeing, the distribution of health outcomes and the ecological sustainability of development, SHEM seeks to broaden the criteria by which societies assess progress.

The challenge is not to replace one political or geographical hegemony with another. It is to create institutions and social arrangements that limit the concentration of unaccountable power, ensure universal access to the conditions of a dignified life and protect the ecological foundations of health for present and future generations.

The Global South could contribute significantly to this transformation, not by claiming moral superiority, but by helping to build alliances grounded in shared evidence, plural knowledge, democratic participation and practical cooperation. The same responsibility applies to societies in the Global North and to movements, institutions and communities everywhere.

A new ethic of human development would begin with a simple but demanding principle: the prosperity of one population should not depend on avoidable deprivation elsewhere, and the wellbeing of the present generation should not be secured by destroying the possibilities of life for those who come after us.

The decisive change will therefore be measured not only by elections or declarations, but by whether people live longer and healthier lives, whether inequalities in opportunity and avoidable mortality decline, whether ecological damage is reduced, and whether power becomes more accountable to the communities whose lives it shapes.

Lula’s victory may be one opening among many. Whether it becomes part of a broader turning point will depend on the capacity of people, institutions and movements across the world to turn the principles of sustainable equity into measurable and enduring change.

References

Garay, J. (2026a). Debt, Financial Speculation and Artificial Intelligence: The Emerging Architecture of Inequity. PEAH – Policies for Equitable Access to Health. https://www.peah.it/2026/10/debt-financial-speculation-and-artificial-intelligence-the-emerging-architecture-of-inequity/

Garay, J. (2026b). Sustainable Health Equity: A Scientific Framework for Strengthening Human Development Drawing on Cuba’s Experience and Contemporary Challenges. PEAH – Policies for Equitable Access to Health. https://www.peah.it/2026/07/

Garay, J. (2026c). A New Horizon: From Broken Systems to Living Communities. PEAH – Policies for Equitable Access to Health. https://www.peah.it/2026/05/a-new-horizon-from-broken-systems-to-living-communities/

Garay, J. (2026d). The Health, Equity, Peace, and Planetary Value of “Unplugging”: Cortisol Dysregulation as a Biological “Plug-Indicator” of Immersion in Extractive Systems. PEAH – Policies for Equitable Access to Health. https://www.peah.it/2026/05/16138/

Garay, J. (2026e). The Progressive Power of Data and Algorithms, and Their Effect on Human Life Loss Due to Geopolitical Tensions, Military Spending, and Global Injustice. PEAH – Policies for Equitable Access to Health. See the author’s 2026 publications at https://www.peah.it/

Jonas, H. (1984). The Imperative of Responsibility: In Search of an Ethics for the Technological Age. University of Chicago Press. (Original work published in German in 1979)

Leopold, A. (1949). A Sand County Almanac, and Sketches Here and There. Oxford University Press.

Ostrom, E. (1990). Governing the Commons: The Evolution of Institutions for Collective Action. Cambridge University Press.

Rawls, J. (1971). A Theory of Justice. Harvard University Press.

Raworth, K. (2017). Doughnut Economics: Seven Ways to Think Like a 21st-Century Economist. Chelsea Green Publishing.

Tribunal Superior Eleitoral. (2026, October 26). Presidente do TSE anuncia reeleição de Lula e faz balanço do 2º turno das Eleições 2026. https://www.tse.jus.br/comunicacao/noticias/2026/Outubro/presidente-do-tse-anuncia-reeleicao-de-lula-e-faz-balanco-do-2o-turno-das-eleicoes-2026

United Nations Environment Programme. (2025). Emissions Gap Report 2025: Off Target—Continued Collective Inaction Puts Global Temperature Goal at Risk. Nairobi: UNEP. https://www.unep.org/resources/emissions-gap-report-2025

World Inequality Lab. (2026). World Inequality Report 2026. https://wir2026.wid.world/insight/executive-summary/

World Health Organization. (2025). Social determinants of health. https://www.who.int/news-room/fact-sheets/detail/social-determinants-of-health

World Health Organization. (2025). World Report on Social Determinants of Health Equity. https://www.who.int/teams/social-determinants-of-health/equity-and-health/world-report-on-social-determinants-of-health-equity

 

Menopause in Nigeria: Evidence Gaps and the Case for Research

IN A NUTSHELL
Author's Note



This review summarises what Nigerian studies have established about menopause in Nigeria, identifies where the evidence is thin or missing, and proposes a research agenda. It gives particular attention to two areas that matter for service and labour planning but have received little study: the readiness of the clinicians who see menopausal women, and the experience of women who work

By Dr Hadiza Magaji Mahmoud

MBBS BUK, MRH BUK, MSc Public Health LSHTM, FRSPH

Nigeria

By the same Author on PEAH: HERE

 Menopause in Nigeria

Evidence Gaps and the Case for Research

 

 

Introduction

Natural menopause is deemed to have occurred after 12 consecutive months without menstruation for which there is no other obvious physiological or pathological cause and in the absence of clinical intervention. [1]. Most women experience menopause between the ages of 45 and 55 years as a natural part of biological ageing. [1] Menopause can also be a consequence of surgical or medical procedures and is caused by the loss of ovarian follicular function and a decline in circulating blood oestrogen levels. [1] Menopausal transition can be gradual, usually beginning with changes in the menstrual cycle. [1]

Perimenopause refers to the period from when these signs are first observed and ends one year after the final menstrual period. Perimenopause can last several years and can affect physical, emotional, mental and social well-being. [1] A variety of non-hormonal and hormonal interventions can help alleviate perimenopausal symptoms. [1]

The regularity and length of the menstrual cycle varies across a woman’s reproductive life span, but the age at which natural menopause occurs is generally between 45 and 55 years for women worldwide. [1] Some women experience menopause earlier (before 40 years of age). This premature menopause may be because of certain chromosomal abnormalities, autoimmune disorders or other unknown causes. [1]

Demographic projections suggest that by 2030 the world population of menopausal and postmenopausal women will reach 1.2 billion, with 47 million new entrants each year [2]. Many are in paid work: of the 657 million women aged 45 to 59 worldwide, around half contribute to the labour force during their menopausal years, and their experience is shaped by the workplace environment as well as by symptoms [3]. The World Health Organization notes that menopause is often not discussed within families, communities, workplaces or health-care settings [1].

Menopause affects every woman who lives long enough to reach it, yet in Nigeria it receives little attention in research, clinical training and workplace policy. Women pass through menopause during years that are often professionally productive, and the clinicians they first consult may be insufficiently prepared to help.

The evidence base for Nigeria is thin. A national survey of gynaecologists published in 2009 described a dearth of information on menopause in the country, and noted that because few women presented to hospital with menopausal symptoms it had long been assumed that Nigerian women did not develop them or that they were mild [4]. In 2026, advocates meeting at Menopause Matters Nigeria in Abuja described menopause as largely absent from public discourse and workplace policy, with limited attention in healthcare training, and called for expanded training of health workers, supportive workplace policies and increased research funding [5].

This review summarises what Nigerian studies have established, identifies where the evidence is thin or missing, and proposes a research agenda. It gives particular attention to two areas that matter for service and labour planning but have received little study: the readiness of the clinicians who see menopausal women, and the experience of women who work.

Age at menopause

Clinic-based studies report mean ages at menopause of about 48 to 49 years. A survey of menopausal women in Enugu and neighbouring south-eastern cities found a mean of 49.4 years (SD 3) and a median of 49 years [6]. A survey of 400 postmenopausal women at a private specialist clinic in Enugu reported a mean of 48.4 years (SD 5.2), with a range of 38 to 52 years [7]. Both samples were drawn from women attending health facilities, so they may not represent the general population, and age at menopause was established by recall.

Symptom burden

Symptoms are common. In a community-based survey of 1,189 women aged 40 to 60 years in an urban area of Ibadan, 84.5% reported at least one menopausal symptom in the preceding four weeks, measured with a standardised Menopause Rating Scale. Joint and muscular discomfort was the most frequent (59.0%), followed by physical and mental exhaustion (43.0%), sexual problems (40.4%) and hot flushes (39.0%); occupation was the only predictor of the psychological subscale score [8]. In 385 women with natural menopause in Ilorin, Kwara State, the mean total Menopause Rating Scale score was 14.02 out of a maximum of 44, which the authors interpreted as a generally mild perception. Joint pain was the most perceived symptom and social support was the only independent determinant of severity [9]. In a general outpatient department in Port Harcourt, severe, moderate and mild symptoms were reported by 28.25%, 49.84% and 21.9% of menopausal women respectively, with loss of libido, muscle pain, joint pain and tiredness the most prevalent complaints [10].

These studies show that the experience is not confined to vasomotor symptoms, and that musculoskeletal, psychological and sexual complaints are prominent. They also show that symptom definitions, instruments and sampling frames differ, which limits comparison between sites.

Awareness, help-seeking and access to treatment

Awareness of menopause is high but anticipation of its effects and knowledge of treatment appear limited. In a family medicine clinic at University College Hospital, Ibadan, 86.4% of 352 women over 40 who had not yet reached menopause had heard of it, but only 36.1% anticipated associated symptoms [11]. In Enugu, about half of 400 postmenopausal women had heard of hormone treatment and 37% had sought treatment in hospital, which the authors read as a trend towards greater awareness [7].

Help is often sought outside the formal health system. In the Port Harcourt outpatient clinic, women with menopausal symptoms most often consulted patent medicine dealers (51.4%), followed by health workers (44.7%), while traditional healers were little used [10]. In Ibadan, friends and peers (45.7%) were the most common source of information about menopause and health care providers accounted for 17.0%; only 17 of the 352 women (4.8%) reported having been offered treatment options by a health care provider [11].

Clinician readiness

The only national evidence on clinician practice is a survey of 126 gynaecologists drawn from the six health zones of Nigeria [4]. They reported seeing, on average, one patient with menopausal symptoms every three months. The symptoms most often encountered were hot flushes (88%), insomnia (75.4%), depression (58.0%), irritability (56.3%) and night sweats (55.6%). The treatments ever offered for severe symptoms were reassurance (90.5%), anxiolytics (68.3%), analgesics (14.3%), hormone replacement therapy (7.9%), vitamins (4%), beta-blockers (3.2%) and danazol (2.4%). The author concluded that treatments reflected institutional tradition rather than evidence, and recommended mandatory continuing medical education for physicians. The paper also notes that results of the Women’s Health Initiative, which linked long-term hormone therapy with increased risks of breast cancer, stroke and pulmonary embolism, shaped attitudes to hormone therapy [4].

This study is important but limited. It surveyed specialists rather than the general clinicians who may be the first point of contact in outpatient departments, and it recorded reported treatments rather than testing knowledge or clinical reasoning. Patient-side findings from general outpatient settings are consistent with a care gap, since few women reported being offered treatment [11] and many consulted patent medicine dealers first [10]. In the sources retrieved, however, no study measured knowledge, vignette-based diagnostic competence and reported practice among general outpatient clinicians themselves.

Menopause and work

Research on menopause in the Nigerian workplace is very limited. Hence, the need for more research.

A descriptive cross-sectional study of working women aged 45 to 60 years at Ekiti State University used a questionnaire adapted from the Greene Climacteric Scale and the Work Ability Index to examine perceived work ability, and its authors noted a paucity of data on the question. Most women reported at least one symptom, and the abstract concluded that symptoms did not negatively influence perceived work ability, although it also describes a positive correlation between symptom and work-ability scores [12].

Two further sources are indirect. In the Ibadan community survey, occupation was the only predictor of psychological symptom scores [8], which suggests that work context matters. In a survey of 466 menopausal women in Kwara State, adjustment strategies did not differ significantly by religion or job type [13].

International studies show what Nigerian research could measure. Among 94 Italian nurses, menopausal symptoms were significantly associated with emotional exhaustion, and depersonalisation was affected only in nurses reporting low social support, optimism and resilience [14]. No comparable Nigerian data on nurses or other health workers were identified. At the policy level, advocates in Abuja urged employers to recognise menopause as a workplace issue rather than a private matter [5], and an international consensus statement recommends that workplace health policies incorporate menopausal health and create an open, supportive culture [3].

Evidence gaps

The Article points to nine main gaps.

  1. No representative national data. All nine studies are single-site or regional. Age at menopause, symptom prevalence, premature and surgical menopause and care-seeking have not been estimated at national or zonal level.
  2. Non-standardised measurement. Studies used the Menopause Rating Scale [8,9], a modified version of it [10], the Greene Climacteric Scale with the Work Ability Index [12] and locally designed questionnaires. Results cannot be pooled or compared reliably.
  3. Under-representation of northern Nigeria. Apart from the national gynaecologist survey [4], none of the studies was set in the north-west or north-east, and Hausa women were 3 of 385 participants (0.8%) in the Ilorin sample [9]. How menopause is understood, discussed and treated in northern settings is largely undocumented.
  4. Clinician competence in general outpatient care. The only clinician survey covers gynaecologists [4]. Knowledge, diagnostic reasoning and practice among general outpatient and primary-care clinicians have not been measured, although patient-side data point to a care gap [10,11].
  5. Treatment access and use. Hormone therapy was offered by few gynaecologists [4], but there is little current information on availability, cost, prescribing barriers, non-hormonal options or the use of traditional remedies.
  6. Workplace impact. The available findings are inconclusive [3,12]. There are no data on absenteeism, presenteeism or career decisions, on employer awareness and policy, or on occupational groups such as nurses, teachers, civil servants and informal-sector workers.
  7. Modifiable determinants. Social support [9] and occupation [8] were associated with symptom severity, but whether support at home, in the community or at work can be strengthened to reduce burden has not been tested.
  8. Evaluated interventions. No trial or pre-post evaluation of clinician training, patient education or workplace programmes was identified, so calls for training and policy [4,5] cannot yet be translated into tested models.
  9. Economic cost. No Nigerian estimate of the productivity or health-system cost of unmanaged menopause was identified.

A research agenda

The priorities below build on each other, from describing the problem to testing solutions.

Priority Suggested approach Key outcomes
Population burden Multi-zone community surveys with a validated symptom scale and common definitions Age at menopause, symptom prevalence and severity, premature and surgical menopause, care-seeking
Clinician readiness Cross-sectional studies of general outpatient, primary-care and specialist clinicians using knowledge tests and clinical vignettes Knowledge, diagnostic competence, reported prescribing and referral practice, training needs
Workplace impact Surveys and mixed-methods studies in health care, education, civil service and informal work Work ability, absenteeism, presenteeism, career decisions, stigma, employer policy
Northern and rural contexts Qualitative and mixed-methods work in Hausa-speaking and other northern settings Local concepts and language, religious and family influences, preferred sources of help
Intervention evidence Pilot and quasi-experimental evaluations of training, toolkits and workplace programmes Change in knowledge and practice, patient-reported outcomes, feasibility and cost
Economic evaluation Cost studies linked to the surveys above Productivity loss, out-of-pocket cost, cost-effectiveness of care models

Studies should use common definitions and validated instruments, report symptoms by severity, include women outside tertiary hospitals, and involve policymakers and employers from the outset so that findings feed into practice.

Implications for policy and practice

Continuing professional development for physicians should include menopause, as recommended for gynaecologists in 2009 [4]. Outpatient services need simple assessment tools and referral pathways. Employers, particularly in health care, education and the public service, should be encouraged to treat menopause as a workplace health issue, consistent with international consensus guidance [3] and the recommendations made in Abuja [5]. Because many women turn first to friends, peers and patent medicine dealers [10,11], public education and service design should aim to reach these sources of advice as well as clinicians.

Strengths and limitations

The strengths of this article are its focus on clinician readiness and the workplace, two areas central to health-system and labour planning, and its restriction to sources whose bibliographic details and findings could be verified. Most included studies are cross-sectional, hospital-based and from southern Nigeria, which limits generalisability to overall Nigerian context.

Conclusion

Menopause affects every Nigerian woman who lives long enough to experience it, yet the evidence needed to plan care is fragmentary, largely hospital-based and doesn’t include other community members. Clinician readiness in general outpatient care and the workplace experience of menopausal women are almost unstudied. A coordinated agenda of population surveys, clinician assessment, workplace studies and evaluated interventions, with deliberate inclusion of northern Nigeria, would provide the evidence on which training, services and policy can be built.

 

References

  1. World Health Organization. Menopause [Internet]. Geneva: World Health Organization; 2024 Oct 16 [cited 2026 Oct 24]. Available from: https://www.who.int/news-room/fact-sheets/detail/menopause
  2. Hill, K. (1996) The Demography of Menopause. Maturitas, 23, 113-127.
    http://dx.doi.org/10.1016/0378-5122(95)00968-X
  3. Rees M, Bitzer J, Cano A, Ceausu I, Chedraui P, Durmusoglu F, et al. Global consensus recommendations on menopause in the workplace: A European Menopause and Andropause Society (EMAS) position statement. Maturitas. 2021;151:55-62. doi:10.1016/j.maturitas.2021.06.006. PMID: 34274202
  4. Nkwo PO. Suboptimal management of severe menopausal symptoms by Nigerian gynaecologists: a call for mandatory continuing medical education for physicians. BMC Womens Health. 2009 Oct 23;9:30. https://doi.org/10.1186/1472-6874-9-30
  5. Business Day. Menopause takes centre stage as advocates push for policy action in Nigeria [Internet]. Business Day; [2026]; cited 2026 Oct 24]. Available from: https://businessday.ng/news/article/menopause-takes-centre-stage-as-advocates-push-for-policy-action-in-nigeria/
  6. Ozumba BC, Obi SN, Obikili E, Waboso P. Age, symptoms and perception of menopause among Nigerian women. J Obstet Gynaecol India. 2004 Nov-Dec:575-8 [cited 2026 Oct 24]. https://www.researchgate.net/publication/304498128_Age_symptoms_and_perception_of_menopause_Among_Nigerion_women
  7. Ezeome IV, Ezugworie JO, Nwankwo TO. Attitude of postmenopausal women toward the menopause and hormone treatment in Enugu, Southeast Nigeria. Int J Womens Health Reprod Sci. 2019;7(2):263-8. DOI:10.15296/ijwhr.2019.44
  8. Olaolorun FM, Lawoyin TO. Experience of menopausal symptoms by women in an urban community in Ibadan, Nigeria. Menopause 16(4):p 822-830, July-August 2009 DOI:10.1097/gme.0b013e318198d6e7
  9. Olarinoye JK, Olagbaye BA, Olarinoye AO, Makanjuola AB. Psychosocial correlates of menopausal symptoms among women in Ilorin, Nigeria. Med J Zambia. 2019;46(4):335-42. doi:10.55320/mjz.46.4.243
  10. Dienye PO, Judah F, Ndukwu G. Frequency of symptoms and health seeking behaviours of menopausal women in an out-patient clinic in Port Harcourt, Nigeria. Glob J Health Sci. 2013;5(4):39. doi:10.5539/gjhs.v5n4p39
  11. Bello FA, Daramola OO. Attitude to the menopause and sex amongst middle-aged women in a family medicine clinic in Ibadan, Nigeria. Obstet Gynecol Int. 2016;2016:2031056. doi:10.1155/2016/2031056
  12. Olajubu A, Amujo DO. Influence of menopausal symptoms on perceived work ability among women in Ekiti State, Nigeria. Climacteric 2017 Dec;20(6):558-563 PMID: 28933968 DOI: 10.1080/13697137.2017.1373336
  13. Adegboyega LO, Oniye AO, Odebode AA, Ajiboye SK. Adjustment strategies toward menopause-related problems employed by menopausal women in Kwara State, Nigeria: implications for counselling. Port Harcourt: Faculty of Education, University of Port Harcourt; 2014 [cited 2026 Oct 24]. Available from: https://uilspace.unilorin.edu.ng/handle/20.500.12484/6071
  14. Converso D, Viotti S, Sottimano I, Loera B, Molinengo G, Guidetti G. The relationship between menopausal symptoms and burnout. A cross-sectional study among nurses. BMC Womens Health. 2019;19(1):148. doi:10.1186/s12905-019-0847-6. PMID: 31775724

 

From Crisis to Resilience: a One Health Architecture for Equitable Health Security in Zambia and Africa

IN A NUTSHELL
Author's Note



Climate change, emerging infectious diseases, environmental degradation, and unequal access to essential health services create interconnected risks that conventional, sector-specific health policies struggle to address. Although One Health has gained international recognition, its practical integration into national decision-making, emergency-care delivery, and health financing remains a critical implementation challenge. We propose a One Health architecture for Zambia and other African countries that connects climate intelligence, multisectoral surveillance, emergency-care readiness, equitable service delivery, and accountable financing. The framework's original contribution is to position these components as a single governance pathway, linking early warning to clinical action and measurable health-system performance. Rather than creating additional institutional structures, countries should strengthen coordination among existing institutions, define decision-making responsibilities, and establish indicators that measure both preparedness and equitable access to care. Zambia offers a relevant setting in which to examine this approach through research linking climate variability, disease patterns, and institutional response. The framework requires empirical testing, local stakeholder validation, and alignment with national priorities. Its central proposition is that health security and health equity are mutually reinforcing foundations of resilient African health systems

By Dr Kalolo Charles Chitembo

Crisis Expert/ Emergency Medicine Specialist/ Health Economist/ Global Health Advocate/ Climate and ONE HEALTH Researcher

University of Lusaka, Zambia

From Crisis to Resilience: a One Health Architecture for Equitable Health Security in Zambia and Africa

 

By the same Author on PEAH: HERE

 

The resilience gap

The central challenge facing health systems is not simply the emergence of new threats, but the difficulty of managing risks that cross institutional and disciplinary boundaries. Climate-sensitive disease transmission, ecological disruption, population mobility, and health-system vulnerability interact in ways that cannot be adequately addressed through isolated programmes.

The World Health Summit 2026, held in Berlin under the theme From Crisis to Resilience: Innovating for Health, provides a timely context for reconsidering how global commitments can translate into national capability. However, international declarations and preparedness investments do not automatically produce coordinated action at the point where risks emerge or patients require care.

Recent global assessments of pandemic preparedness have highlighted the need for sustained investment, stronger coordination, and more effective accountability. Meanwhile, the Lancet Countdown’s emerging Africa initiative emphasises the importance of locally relevant evidence and the integration of climate-related health risks into policy and essential services. These developments reinforce a fundamental question: how can African countries connect environmental intelligence, disease surveillance, clinical response, and equitable access within a coherent national system?

We argue that health-system resilience should be designed as an integrated governance function, rather than treated as a collection of separate preparedness programmes.

One Health as an operational architecture

The Lancet One Health Commission provides a substantive foundation for understanding the interdependence of human, animal, and environmental health, while emphasising the need for equitable and sustainable socioecological systems. The policy challenge is to translate this understanding into operational arrangements that influence decisions, resource allocation, and service delivery.

We propose a One Health architecture comprising five interconnected functions.

First, climate and environmental intelligence should identify changes relevant to disease risk and health-service demand. Meteorological observations, environmental indicators, and appropriate geographical information systems can inform risk assessments, provided that their limitations and uncertainty are acknowledged.

Second, integrated surveillance should connect human health information with relevant veterinary and environmental data. The objective is not indiscriminate data aggregation, but the timely exchange of information needed to assess specific risks and determine appropriate action.

Third, emergency-care readiness should translate verified warnings into clinical preparedness. Emergency departments, district hospitals, referral networks, and public-health teams require clear escalation pathways, appropriate staffing, essential supplies, and reliable communication arrangements.

Fourth, equitable service delivery should ensure that early warning and response capacity reach populations facing the greatest barriers to care. Rural communities, underserved districts, and households with limited financial resources must not remain systematically disadvantaged by the distribution of preparedness investments.

Fifth, accountable financing and governance should connect responsibilities and resources to measurable outcomes. Institutions need agreed decision rights, defined response thresholds, costed plans, and mechanisms for reviewing performance after an alert or emergency.

These functions form a proposed architecture, not an established or validated intervention. Their value lies in making the relationships between surveillance, decision-making, clinical response, equity, and financing explicit and testable.

Why Zambia matters

Zambia provides a relevant setting for examining this architecture because climate variability, infectious-disease risks, livelihoods, and access to health services intersect across different ecological and socioeconomic contexts.

My proposed doctoral research, The Impact of Climate Change on Zoonotic and Vector-Borne Disease Transmission in Zambia: A One Health Approach, offers a potential empirical pathway for investigating these relationships. Analysis of temperature, rainfall, humidity, and relevant disease records could identify associations requiring further epidemiological investigation. Interviews with public-health officials, veterinary personnel, environmental experts, and affected communities could then explore how institutions interpret risk and coordinate responses.

The distinction between association and causation is essential. Climate–disease relationships can be influenced by land use, population movement, vector ecology, diagnostic access, reporting practices, and other contextual factors. A robust research programme must account for these influences rather than assume that climatic change alone explains observed disease patterns.

The policy contribution would extend beyond identifying disease associations. It would examine whether relevant information reaches decision-makers, whether institutional responsibilities are clear, and whether health services can respond when risks increase.

This approach could support the development of geographically targeted preparedness priorities and practical indicators for evaluating the performance of existing systems. It would also help identify where additional investment is justified and where better coordination may improve the use of existing resources.

Equity is a condition of resilience

Health-system resilience is often discussed in terms of continuity, preparedness, and the capacity to recover after disruption. These are important measures, but they do not establish whether a system protects populations fairly.

A service may remain operational while rural patients face prolonged referral delays, low-income households cannot afford transport, or vulnerable communities receive warnings without access to effective care.

Research and policy on strengthening primary healthcare in a changing climate support the need to integrate climate adaptation into the systems responsible for delivering essential services. For African health systems, this means connecting preparedness with primary care, community engagement, referral capacity, and financial protection.

An equitable One Health architecture should therefore measure not only whether warnings are generated and responses initiated, but also who receives timely information, who reaches appropriate care, and which populations continue to experience preventable barriers.

This perspective changes the policy objective. Equity is not an additional benefit to be pursued after resilience has been achieved; it is one of the conditions by which resilience should be judged.

From architecture to implementation

The proposed framework generates three immediate priorities for policymakers.

First, map existing institutional responsibilities and information flows. National authorities should identify how health, veterinary, environmental, meteorological, and disaster-management institutions currently exchange information and make decisions. The priority is to identify operational gaps before establishing additional structures.

Second, link preparedness investments to measurable outcomes. Countries should develop costed plans that connect surveillance, emergency-care readiness, workforce capacity, and essential services. Indicators could include alert-verification time, facility readiness, referral performance, continuity of essential services, and differences in access across population groups. Indicator selection should be guided by available baseline data and local priorities.

Third, establish a research-to-policy feedback loop. Surveillance findings, implementation evaluations, and community experience should inform periodic revisions to preparedness plans. African research institutions and policymakers should lead this process, supported by equitable regional and international collaboration.

Implementation should proceed through stakeholder consultation, assessment of existing capacity, and staged evaluation. Research involving human participants or identifiable health records must obtain the relevant ethical and regulatory approvals. Any proposed national framework should also align with existing policies and institutional mandates.

Conclusion

The transition from crisis response to resilience requires more than new technologies or additional preparedness expenditure. It requires governance arrangements that connect early warning to timely action, ensure that frontline services can respond, and distribute the benefits of preparedness equitably.

A One Health architecture offers a framework for examining and strengthening these connections in Zambia and across Africa. Its contribution is to bring climate intelligence, multisectoral surveillance, emergency medicine, health equity, and accountable financing into a single operational model.

The next step is empirical: to determine which institutional arrangements work, which investments produce measurable improvements, and whether these improvements reach the populations most exposed to risk.

A resilient health system should not merely detect threats earlier. It should convert that knowledge into timely, effective, and equitable protection for the people it serves.

 

Disclaimer: The proposed architecture represents the author's policy analysis and has not been presented as an officially adopted framework of the Government of Zambia, WHO, or the World Health Summit.

Beyond Good Intentions: Why Quality Improvement Struggles in South Africa’s Public Health Facilities

IN A NUTSHELL
Author's note
Drawing on research conducted in Johannesburg District and practical experience in health systems strengthening, this article examines the barriers to implementing Quality Improvement (QI) in South Africa’s public health facilities and explores what is needed to translate improvement plans into meaningful gains in patient care. It argues that the challenge is not simply to convince healthcare professionals of the value of QI, but to create the leadership, systems, resources and supportive environments that enable them to turn improvement intentions into sustained action

By Florence Muvirimi

Quality Improvement Advisor

South Africa

Beyond Good Intentions: Why Quality Improvement Struggles in South Africa’s Public Health Facilities

 

Quality Improvement (QI) offers a valuable approach to strengthening healthcare delivery, improving patient outcomes and making more effective use of limited resources. Yet, despite its potential, implementing and sustaining QI initiatives in South Africa’s public health facilities remains challenging.

Although healthcare workers and managers may recognise the importance of improving the quality of care, translating this commitment into meaningful and sustained action is not always straightforward. Staff shortages, competing service delivery demands, limited QI knowledge and skills, low motivation and inadequate management support can undermine improvement efforts and prevent initiatives from achieving their intended outcomes.

Quality Improvement in Healthcare 

Quality Improvement (QI) helps healthcare teams move beyond identifying recurring service delivery gaps to understanding their underlying causes, testing potential solutions and determining what changes can lead to better outcomes. It promotes the systematic use of data, collaboration, experimentation and continuous learning to improve healthcare processes and the quality of care.

Given the complexity of health systems, successful improvement requires active involvement of everyone at every level. Frontline healthcare workers need the knowledge, skills and opportunities to identify problems, develop and test changes in their daily practice. Managers, in turn, must provide leadership, guidance and practical support while addressing the organisational and resource-related barriers that may hinder progress. Improvement is most likely to succeed when frontline teams and managers work together towards shared goals.

When effectively implemented, QI can foster a culture of continuous improvement in which healthcare teams routinely assess their performance, learn from experience and use evidence to guide changes in practice. Rather than treating service delivery problems as isolated incidents, teams develop the capacity to identify patterns, address underlying causes and sustain improvements over time.

Why is Quality Improvement difficult to implement? 

Research on healthcare Quality Improvement (QI), particularly in resource-constrained settings, shows that improvement tools and frameworks alone are insufficient. Successful implementation also requires adequate staff capacity, committed leadership, time, resources and a supportive organisational culture.

1.  Staff shortages and competing priorities 

Healthcare facilities often operate under considerable pressure to deliver services, often with fewer staff than they need. In these circumstances, immediate clinical and administrative responsibilities understandably take priority over activities intended to improve service delivery

QI activities such as analysing performance data, conducting root cause analysis, testing changes and monitoring results all require time and staff involvement. When facilities are understaffed, these activities may be postponed or abandoned altogether.

My professional experience supporting health programmes has reinforced the importance of recognising these competing demands when designing and implementing QI initiatives. Asking already stretched teams to undertake additional activities without considering their existing responsibilities can make consistent implementation difficult.

2.  Limited knowledge and practical QI skills

 I have supported QI capacity-building through training, mentorship and coaching for healthcare teams and managers. This experience has made me understand that training can introduce staff to improvement methods, but it does not automatically equip them to implement and sustain changes. Teams need opportunities to apply their learning to actual service delivery problems.

Without practical guidance and continued support, QI risks becoming an exercise in completing templates and improvement plans rather than a meaningful process for improving patient care. QI training should therefore go beyond introducing concepts.

3.  Limited time for improvement activities 

Time constraints affect both facility teams and the managers responsible for supporting them. Competing demands, including multiple reporting requirements, meetings and other programme responsibilities, leave limited time for QI implementation and supportive supervision. Even when teams identify a problem and agree on an improvement idea, progress may stall because they lack time to test the change, review the results and decide what to do next.

This creates a gap between planning for improvement, testing and implementing it. Improvement plans may be developed, but the changes needed to achieve the intended results are not consistently tested or followed through.

4.  Low motivation and difficulty sustaining improvements 

Staff motivation is intricately linked to the conditions in which healthcare professionals work. Staff commitment can weaken when workloads remain high and persistent challenges go unresolved. When management does not respond to concerns raised by frontline teams, staff may feel that their efforts make little difference. Recognition of achievements is important, but sustained motivation also depends on practical support, staff involvement in decision-making and visible progress in addressing identified problems.

5.  Inadequate management support 

Frontline teams cannot resolve every challenge independently. Some challenges require management decisions, additional resources or coordination across departments and levels of the health system. Supportive supervision should therefore go beyond monitoring performance to identifying barriers, providing practical guidance, following up on agreed actions and escalating issues that teams cannot resolve themselves. Sustainable QI requires shared responsibility from everyone.

What can be done to make Quality Improvement work? 

Quality Improvement has a significant role to play in strengthening South Africa’s public health system. However, its potential cannot be realised through training, tools and improvement plans alone. Sustainable improvement requires practical approaches that recognise the realities of healthcare facilities while addressing the organisational and system level barriers that hinder progress.

Healthcare teams need the time, skills and support to apply QI in practice. Managers must provide ongoing coaching, supportive supervision and follow-up, while senior leaders must address resource constraints and system-level barriers beyond the control of individual facilities. Making QI work therefore requires more than encouraging healthcare professionals to improve care, it requires creating the conditions that enable them to succeed.

When QI becomes part of everyday practice, teams can move beyond repeatedly identifying problems to testing solutions, learning from results and sustaining changes that improve patient care. Ultimately, the goal is a health system that prevents avoidable deaths, reduces unnecessary pain and suffering, protects the dignity of patients and healthcare workers, minimises harmful delays and waste and ensures that no one is left behind. Achieving this vision requires sustained commitment and shared responsibility across all levels of the health system, from frontline healthcare workers to senior leadership.

 

References 

Endalamaw, A., Khatri, R.B., Mengistu, T.S., Erku, D., Wolka, E., Zewdie, A. and Assefa, Y. (2024). A scoping review of continuous quality improvement in healthcare system: conceptualization, models and tools, barriers and facilitators, and impact. BMC Health Services Research, 24, 487. https://doi.org/10.1186/s12913-024-10828-0

Jones, B., Kwong, E. and Warburton, W. (2021). Quality Improvement Made Simple: What Everyone Should Know About Health Care Quality Improvement. 3rd ed. The Health Foundation. Read the publication online.

Leatherman, S., Ferris, T.G., Berwick, D., Omaswa, F. and Crisp, N. (2010). The role of quality improvement in strengthening health systems in developing countries. International Journal for Quality in Health Care, 22(4), pp. 237–243. https://doi.org/10.1093/intqhc/mzq028

Mensah Abrampah, N., Syed, S.B., Hirschhorn, L.R., Nambiar, B., Iqbal, U., Garcia-Elorrio, E., Chattu, V.K., Devnani, M. and Kelley, E. (2018). Quality improvement and emerging global health priorities. International Journal for Quality in Health Care, 30(Suppl. 1), pp. 5–9. https://doi.org/10.1093/intqhc/mzy007

Weiner, B.J., Shortell, S.M. and Alexander, J. (1997). Promoting clinical involvement in hospital quality improvement efforts: the effects of top management, board, and physician leadership. Health Services Research, 32(4), pp. 491–510. Read the full article.