modernization, cultural change, and the persistence of traditional values

Upload: giomaram

Post on 08-Jul-2018

219 views

Category:

Documents


0 download

TRANSCRIPT

  • 8/19/2019 Modernization, cultural change, and the persistence of traditional values

    1/33

  • 8/19/2019 Modernization, cultural change, and the persistence of traditional values

    2/33

    West, and Western econornies are

    no

    longer

    assurned to

    e

    the rnodel for the world.

    Nevertheless, a core concept of rnodern

    ization theory seems valid today: Industrial

    ization produces pervasive social and cul

    tural consequences, from rising educational

    levels to changing gender roles. lndustrial

    ization is seen as the central element of a

    modemization process that affects most other

    elernents of society. Marx's failures as a

    prophet are well documented, but he cor

    rectly foresaw that industrialization would

    transform the world. When he was writing

    Das Kapital

    (1867), only a handful of soci

    eties were industrialized; today, there are

    dozens

    of

    advanced industrial societies, and

    almost every society on Earth is at sorne

    stage of the industrialization process.

    Our thesis is that economic development

    has systematic and, to sorne extent, predict

    able cultural and political consequences.

    These consequences are not iron laws of his

    tory; they are probabilistic trends. Neverthe

    less, the probability is high that certain

    changes will occur, once a society has em

    barked on industrialization.

    We

    explore this

    thesis using data from the World Values Sur

    veys. These surveys include 6 societies and

    more than

    7

    percent of the world's popula

    tion. They provide time-series data from the

    earliest wave in 1981

    to

    the most recent

    wave completed in 1998, offering new and

    rich insights into the relationships between

    economic development and social and politi

    cal change.

    MODERNIZATION OR THE

    PERSISTENCE OF TRADITIONAL

    VALUES

    In recent years, research and theory on so

    cioeconomic development have given rise to

    two contending schools of thought. One

    scbool emphasizes the

    convergence of values

    as a result

    of

    modemization -the

    over

    whelming economic and political forces that

    drive cultural change. This school predicts

    the decline

    of

    traditional values and their re

    placement with "modern" values. The other

    school of thought emphasizes the

    persistence

    of traditional values despite economic and

    political changes. This school assumes that

    values are relatively independent of eco

    nomic conditions (DiMaggio 1994). Conse-

      MERIC N SOCIOLOGIC L

    REVIEW

    quently, it predicts that convergence around

    sorne set

    of

    "modem" values is unlikely and

    that traditional values will continue to exert

    an independent influence on the cultural

    changes caused by economic development.

    n

    the postwar United States, a version

    of

    modernization theory emerged that viewed

    underdevelopment as a direct consequence of

    a country's intemal cbaracteristics: tradi

    tional economies, traditional psychological

    and cultural traits, and traditional institutions

    (Lemer 1958; Weiner 1966). From this per

    spective, traditional values were not only

    mutable but could-and should-be replaced

    by modem values, enabling these societies

    to

    follow the (virtually inevitable) path

    of

    capi

    talist development. The causal agents in this

    developmental process were seen as the rich,

    developed nations that stimulate the modem

    ization of "backward" nations through eco

    nomic, cultural, and military assistance.

    These arguments were criticized as blam

    ing the victim, because modernization theo

    rists assumed that underdeveloped societies

    needed to adopt "modero" values and insti

    tutions to

    become developed

    societies

    (Bradshaw and Wallace 1996). Moderniza

    tion theory was not only criticized, it was

    pronounced dead (Wallerstein 1976). The

    postwar version of modernization theory

    tended to neglect externa factors, such as

    colonialism, imperialism, and newer forms

    of economic and political domination. The

    emerging neo-Marxist and world-systems

    theorists emphasized the extent to which rich

    countries exploited poor countries, locking

    them in positions of powerlessness and struc

    tural dependence (Chase-Dunn 1989; Chirot

    1977, 1994; Frank 1966; Wallerstein 1974).

    Underdevelopment, as Frank put it, is devel-

    oped

    This new school

    of

    thought conveyed

    the message to poor countries that poverty

    has nothing to do with intemal

    problems-it

    is the fault of global capitalism.

    World-systems theory itself has not been

    immune from criticism. For example, Evans

    (1995) argues that the global division of la

    bor offers

    opportunities

    as well as

    con

    straints, enabling developing nations to

    transform themselves and change their posi

    tions in the global economy. The involve

    ment of multinational corporations in under

    developed nations does not appear to e as

    harmful as world-systems theorists claim. In

  • 8/19/2019 Modernization, cultural change, and the persistence of traditional values

    3/33

  • 8/19/2019 Modernization, cultural change, and the persistence of traditional values

    4/33

    22

    ment increased, the role ascribed to religion

    and God dwindled. Materialistic ideologies

    arose with secular interpretations of history,

    and secular utopías were to be attained by

    human engineering operating through ratio

    nally organized bureaucratic organizations.

    The emergence of postindustrial society

    seems to e stimulating further evolution of

    prevailing worldviews, but it is moving in a

    different direction. Life in postindustrial so

    cieties centers on services, and hence life e-

    comes a game between persons in which

    people live more and more outside nature,

    and less and less with machinery and things;

    they live with, and encounter only, one an

    other (Bell 1973: 148-49). Less effort is fo

    cused on

    producing material objects, and

    more effort is focused on communicating and

    processing information. Most people spend

    their productive hours dealing with

    other

    people and symbols. Increasingly, one's for

    mal

    education

    and job experience

    help develop the potential for autonomous

    decision-making (Bell 1973, 1976). Thus,

    the rise of postindustrial society leads to a

    growing emphasis

    on

    self-expression

    (lnglehart 1997). The hierarchical organiza

    tions

    of

    the industrial age required (and al

    lowed) little autonomous judgment, whereas

    service and knowledge workers deal with

    people and concepts, operating in a world in

    which innovation and the freedom to exer

    cise individual judgment are essential. Self

    expression becomes central. Furthermore,

    the historically unprecedented wealth

    of

    ad

    vanced industrial societies, coupled with the

    rise of the welfare state, mean that an in

    creasing share of the population grows up

    taking survival for granted. Their value pri

    orities shift from an overwhelming emphasis

    on economic and physical security toward an

    increasing emphasis on subjective well-being

    and

    quality-of-life (Inglehart 1977, 1997).

    Thus, cultural change is not linear; with the

    coming

    of

    postindustrial society, it moves in

    a new direction.

    Different societies follow different trajec

    tories even when they are subjected to the

    sarne forces of economic development, in

    part because situation-specific factors, such

    as cultural heritage, also shape how a par

    ticular

    society develops. Weber ([1904]

    1958) argued that traditional religious values

    have an enduring influence on the institu-

    AMERICAN SOCIOLOGICAL REVIEW

    tions

    of

    a society. Following this tradition,

    Huntington

    (1993, 1996)

    argues

    that tbe

    world is divided into eight major civiliza

    tions or cultural zones based on cultural

    differences that have persisted for centuries.

    These zones were shaped by religious tradi

    tions that are still powerful today, despite the

    forces of modemization. The zones are West

    ern Christianity, the Orthodox world, the Is

    lamic world, and the Confucian, Japanese,

    Hindu, African, and Latín American zones.

    Scholars from various disciplines have ob

    served that distinctive cultural traits endure

    over long periods of time and continue to

    shape a society's political and economic per

    formance.

    For example, Putnam (1993)

    shows that

    the regions of Italy in which

    democratic institutions function most suc

    cessfully today are those in which civil soci

    ety was relatively well developed in the nine

    teenth century and even earlier. Fukuyama

    (1995) argues that a cultural heritage

    of

    low-trust puts a society at a competitive

    disadvantage in global markets because it

    s

    less able to develop large and complex so

    cial institutions.

    Hamilton

    (1994) argues

    that, although capitalism has become an al

    most universal way of life, civilizational fac

    tors continue to structure the organization of

    economies and societies:

    What

    we witness

    with the developrnent of a global economy is

    not increasing uniformity, in the form

    of

    a

    universalization

    of

    Western

    culture,

    but

    rather the continuation of civilizational di

    versity through the active reinvention and

    reincorporation of non-Western civilizational

    pattems (p. 184). Thus, there are striking

    cross-cultural variations in the organization

    of capitalist production and associated mana

    gerial ideologies (DiMaggio 1994; Guillén

    1994).

    The impression that we are moving toward

    a uniform McWorld is partly an illusion.

    As Watson (1998) demonstrates, the seem

    ingly identical McDonald's restaurants that

    have spread throughout the world actually

    have different social meanings and fulfill dif

    ferent social functions in different cultural

    zones. Although the physical settings are

    similar, eating in a McDonald's restaurant in

    Japan is a different social experience from

    eating in one in the United States or Europe

    or China. The globalization of communica

    tions is unmistakable, but precisely because

  • 8/19/2019 Modernization, cultural change, and the persistence of traditional values

    5/33

  • 8/19/2019 Modernization, cultural change, and the persistence of traditional values

    6/33

      4

    AMERICAN SOCIOLOGICAL REVIEW

    Table l. ltems

    Cbaracterizing Two Dimeosioos of Cross-Cultural Variation: Natlon-Level

    Analysls

    Factor Loadings

    Dimension and Item

    Nation Leve)

    Individual Leve

    Traditional

    vs

    Secular-Rational Values

    TRADffiONAL VALUES EMPHASIZE THE FOLLOWING:

    God is very importan in respondent's life.

    91

    .70

    It

    is more importan for a child to learn obedience and religious

    .89

    .61

    faith than independence and detennination.

    Abortion

    is

    never justifiable.

    Responden has strong sense of national pride.

    Respondent favors more respect for authority.

    .82

    .61

    .82

    .60

    .72

    .51

    (SECULAR-RATIONAL VALUES EMPHASIZE THE OPPOSITE)

    Survival

    vs

    Self-Expression Values e

    SURVIVAL VALUES EMPHASIZE THE FOLLOWING:

    Responden gives priority to economic and physical security over .86 .59

    self-expression and quality-of-life.

    d

    Responden describes self as not very happy.

    Responden has not signed and would not sigo a petition.

    Hornosexuality is never justifiable.

    81

    .80

    .78

    56

    .58

    .59

    .54

    .44ou have to be very careful about trusting people.

    (SELF-EXPRESSION VALUES EMPHASIZE THE OPPOSITE)

    Source:

    Nation-Jevel and individual-leve) data from 65 societies surveyed

    in

    the 1990-1991 and

    1995-

    1998 World Values Surveys.

    Note: The original polarities vary. The above statements show how each item relates to the given dimen

    sion, based on a factor analysis with varimax rotation. Number

    of

    cases for nation-level analysis is 65; total

    N for individual-leve is 165,594 (smallest N for any of the above items is 146,789).

    • Explains 44 percent of cross-national variation, and 26 percent of individual-level variation.

    Autonorny index.

    e Explains 26 percent of the cross-national variation, and 13 percent of the individual-level variation.

    d

    Measured

    by

    the four-item materialist/postmaterialist values index.

    portance of family life, and are relatively au

    thoritarian; most of them place strong em

    phasis on religion. Advanced industrial soci

    eties tend to have the opposite characteris

    tics. It would be a gross oversimplification

    to assume that ali known preindustrial soci

    eties had similar characteristics, but one can

    meaningfully contrast the cultural character

    istics

    of

    industrial societies with those

    of

    this

    mainstream version of preindustrial society.

    There are various ways to measure the

    character

    of

    societal cultures. We build on

    prior findings by constructing comparable

    measures of cross-cultural variation that can

    be used with ali three waves

    of

    the World

    Values Surveys at both the individual leve

    and the national leve . Starting with the vari

    ables identified in analysis of the 1990-1991

    surveys, we selected variables that not only

    tapped these two dimensions, but appeared

    in the same format in ali three waves

    of

    the

    World Yalues Surveys. Inglehart (1997) used

    factor seores based on

    22

    variables, but we

    reduced this number to l Oitems to minimize

    problems

    of

    missing data if one variable

    were missing, we would lose an entire nation

    from the analysis).

    Table

    1

    lists the

    10

    items that

    tap

    the tradi

    tional versus secular-rational dimension and

    the survival versus self-expression dimen

    sion, using a factor analysis of the World

    Values Survey data aggregated to the na

    tional leve .

    3

    The items in each dimension

    3

    To avoid dropping an entire society

    from

    our

    analy sis

    when

    one of

    these

    variables

    is

    not avail-

  • 8/19/2019 Modernization, cultural change, and the persistence of traditional values

    7/33

  • 8/19/2019 Modernization, cultural change, and the persistence of traditional values

    8/33

    26 MERIC N SOCIOLOGIC L REVIEW

    Table 2 Correlation

    o

    Additional Uems with the Tradltional/Secular Ratiooal Valaes Dimension

    Item Correlation

    TRADmONAL VALUES EMPHASIZE THE FOLLOWING:

    Religion is very important in respondent's life.

    Respondent believes in Heaven.

    One

    of

    responden ' s main goals in life has been to make bis/her parents pro

    ud

    Respondent believes in Hell.

    .89

    .88

    81

    .76

    .75

    .72

    .72

    71

    .66

    .65

    .63

    Responden attends church regularly.

    Responden has a great deal of confidence in the country' s churches.

    Respondent gets comfon and strength from religion.

    Respondent describes self as a religious person."

    Euthanasia is never justifiable.

    Work is very imponant in respondent's life.

    Tbere should

    be

    stricter limits on selling foreign goods here.

    Suicide is never justifiable. 61

    Parents' duty is to do their best for their children even at the expense

    of

    their own well-being. .60

    Respondent seldom or never discusses politics. .57

    Respondent places self on right side of a left-right scale. .57

    Divorce is never justifiable. .57

    There are absolutely clear guidelines about good and evil. .56

    Expressing

    one's

    own preferences clearly is more imponant .56

    than understanding others' preferences.

    My country's environmental problems can be solved without any iotemational agreements .56

    to handle them.

    f a woman earns more money than her husband, it's almost certain to cause problems. .53

    One must always ove and respect one's parents regardless of their behavior. .49

    Family is very imponant in respondent's life. .45

    Responden is relatively favorable to having the army rule the country. .43

    Respondent favors having a relatively large number

    of

    children. 41

    (SECULAR-RA TIONAL VALUES EMPHASIZE THE OPPOSITE)

    Source Nation-level data from

    65

    societies surveyed in the 1990-1991 aod 1995-1998 World Values

    Surveys.

    Note

    The original polarities vary. The above statements show how each ítem relates to the traditional/

    secular-rational values dimension, as measured by the items described in Table l.

    opposite extreme, people in societies shaped

    by insecurity and low levels of well-being,

    tend to emphasize economic and physícal se

    curity above ali other goals, and feel threat

    ened by foreigners, by ethnic diversity and

    by cultural change. This leads to an intoler

    ance of gays and other outgroups, an insis

    tence on traditional gender roles, and an au

    thoritarian political outlook.

    A central component of this dimension in

    volves the polarization between materialist

    and postmaterialist values. Extensive evi-

    dence indicates that these values tap an

    intergenerational shift from an emphasis on

    economic and physical security toward an

    increased emphasis on self-expression, sub

    jectíve well-being, and quality-of-life con

    cerns (lnglehart 1977, 1990, 1997). This

    cultural shift is found throughout advanced

    industrial society; it emerges among birth

    cohorts that have grown up under conditions

    in which survival is taken for granted. These

    values are linked wíth a growing emphasis

    on environrnental protection, the wornen's

  • 8/19/2019 Modernization, cultural change, and the persistence of traditional values

    9/33

    THE PERSISTENCE OF

    TRADITIONAL

    VALUES

    7

    Table 3. Correlation o Addltional ltems with the Survival/Self Expression Values Dimensiou

    Jtem

    SURVJV

    AL

    V ALUES EMPHASIZE THE FOLLOWING:

    Men make better political leaders than women.

    Responden is dissatisfied with financia] situation

    of

    bis/her household.

    A woman has to have children

    n

    order to be fulfilled.

    Responden rejects foreigners. homosexuals, and people wíth AIDS as neighbors. ª

    Responden favors more emphasis on the development of technology.

    Respondent has not recycled things to protect the environment.

    Respondent has not attended meeting or signed petition to protect the environment.

    Wben seeking a

    job.

    a good income and safe

    job

    are more important than

    a feeling

    of

    accomplishment and working with people you Jike.

    Respondent is relatively favorable to state ownership of business and industry.

    A child needs a home with both a father and mother to grow up happily.

    Responden does not describe own health as very good.

    One must always ove

    and

    respect

    one s

    parents regardless

    of

    their behavior.

    When

    jobs

    are scarce, men ha ve more right to a

    job

    than women.

    Prostitution is never justifiable.

    Government should take more responsibility to ensure that everyone is provided for.

    Responden does not have much free choice or control over bis/her life.

    A university educat ion is more importan for a hoy than for a girl.

    Responden does not favor less emphasis on money and material possessions.

    Responden rejects people with criminal records as neighbors.

    Responden rejects heavy drinkers as neighbors.

    Hard work is one of the most importan things to teach a child.

    Imagination

    s

    no one

    of

    the most important things

    to

    teach a child.

    Tolerance and respect

    for

    others are

    not

    the most importan things to teach a child.

    Scientific discoveries will help, rather than harrn, humanity.

    Leisure s not very important in life.

    Friends are not very importan in

    Jife

    Having a strong leader who does not have

    to

    bother with parliament and elections

    would

    be

    a good form

    of

    government.

    Responden has not taken part and would not take part in a boycott.

    Government ownership

    of

    business and industry should be increased.

    Democracy is not necessarily the hest forrn

    of

    government.

    Respondent opposes sending economic aid to

    pocrer

    countries.

    (SELF-EXPRESSION V ALUES EMPHASIZE THE OPPOSITE)

    Correlation

    .86

    .83

    .83

    .81

    .78

    .76

    .75

    .74

    .74

    .73

    .73

    .71

    .69

    .69

    .68

    .67

    .67

    .66

    .66

    .64

    .65

    .62

    .62

    .60

    .60

    .56

    .58

    .56

    55

    .45

    .42

    Source Natinn-level data from 65 societies surveyed in the 1990-1991 and 1995-1998 World Values

    Surveys.

    Note The

    original polarities vary; the above statements show how each item relates to the survivaUself

    expression dimension, as measured by the items described in Table

    l

    ª Outgroup index.

    Job

    motivation index.

  • 8/19/2019 Modernization, cultural change, and the persistence of traditional values

    10/33

    28

    movement, and rising demands for partici

    pation in decision-mak.ing in economic and

    political life. During the past 25 years, these

    values

    have become

    increasingly

    wide

    spread

    in

    almost all advanced industrial so

    cieties for which extensive time-series evi

    dence is available.

    Table 3 conveys the wide range

    of

    values

    that

    are

    linked with the survival versus self

    expression dimension. Societies that empha

    size survival values show relatively low lev

    els

    of

    subjective well-being, report relatively

    poor health, are low on interpersonal trust,

    relatively intolerant

    of

    outgroups, are low on

    support for gender equality, emphasize ma

    terialist values, have relatively high levels

    of

    faith in science and technology, are relatively

    low on environmental activism, and rela

    tively favorable to authoritarian govemrnent.

    Societies high

    on

    self-expression values tend

    to have the opposite preferences

    on

    these

    topics.

    When survival is uncertain, cultural diver

    sity seems threatening. When there

    isn t

    "enough to go around," foreigners are seen

    as dangerous outsiders who may take away

    one's sustenance. People cling to traditional

    gender roles and sexual norms, and ernpha

    size absolute rules and familiar norrns in an

    attempt to maximize predictability in an un

    certain world. Conversely, when survival be

    gins to be taken for granted, ethnic and cul

    tural diversity become increasingly accept

    able-indeed,

    beyond a certain point, diver

    sity is not only tolerated, it may be positively

    valued because it is interesting and stimulat

    ing. In advanced industrial societies, people

    seek out foreign restaurants to taste new cui

    sine; they pay large sums

    of

    money and

    travel long distances to experience exotic

    cultures. Changing gender roles and sexual

    norms no longer seem threatening.

    The past few decades have witnessed one

    of the most dramatic cultural changes that

    has occurred since the dawn

    of

    recorded

    history-the emergence of new gender roles

    enabling women to enter the same occupa

    tions as men. Polarization over new gender

    roles is strikingly evident in the survival/

    self-expression dimension: One of its high

    est-loading issues involves whether men

    make better political leaders than women. In

    the world

    as

    a whole,

    a

    majority still accepts

    the idea that men make better political lead-

    AMERICAN SOCIOLOGICAL REVIEW

    ers than women, but this view is rejected by

    growing majorities in advanced industrial

    societies and is overwhelmingly rejected by

    the younger generation within these societ

    ies. Equal rights for women, gays and lesbi

    ans, foreigners, and other outgroups tend to

    be rejected in

    societies

    where survival

    seems uncertain and increasingly accepted

    in societies that emphasize self-expression

    values.

    FINDINGS AND DISCUSSION

    Global Cultural Map 1995-1998

    Figure 1 shows the location

    of

    65

    societies

    on the two dimensions generated by the na

    tion-level factor analysis in Table

    l

    The ver

    tical axis on our global cultural map corre

    sponds to the polarization between tradi

    tional authority and secular-rational author

    ity associated with the process

    of

    industrial

    ization. The horizontal axis depicts the po

    larization between survival values and self

    expression values related to the rise of

    postindustrial

    society.

    5

    The boundaries

    around groups

    of

    countries in Figure are

    drawn using Huntington's (1993, 1996) cul

    tural zones as a guide.

    6

    Cross-cultural variation is highly con

    strained. As the traditional/secular-rational

    dimension's loadings indicate (Tables

    1

    and

    2), if the people of a given society place a

    strong emphasis on religion, that society's

    relative position on many other variables can

    5

    This cultural map is consisten with an earlier

    one by Inglehart (1997:334-37) based on the

    1990-1991 World Values Surveys. Although our

    Figure 1 is based on a factor analysis that uses

    less than half as many variables

    as

    lnglehart used

    (1997), and adds 22 societies that were not in

    cluded in the earlier map, the overall pattem is

    strikingly similar to the cultural maps in lnglehart

    (1997, chaps. 3 and

    11 .

    These similarities dem

    onstrate the robustness

    of

    the two key dimensions

    of

    cross-cultural variation. The same broad cul

    tural zones appear in essentially the same loca

    tions, even though sorne zones now contain many

    more societies.

    An altemative strategy would

    be

    to use one

    of

    the many available clustering techniques to

    identify groups

    of

    nations and draw boundaries.

    We prefer to use the theoretical classifications

    proposed by Huntington and then test

    for

    their ex

    planatory power.

  • 8/19/2019 Modernization, cultural change, and the persistence of traditional values

    11/33

    TH

    E

    P E R S

    IS T E N

    C E  OF

    TRA

    D ITI

    O N A L

     VALU

    ES

    29

    Sou

    th 

    sia

     

    ·

     

    1.5

      1.

    0

    .5

    o

    5

    -

    en nan y

     

    _

    ._

     

    • • 

    Pro

    testa

    nt

    Eur

    ope

    -

    .

     

    1.0

    En

    glish

    -

    sp

    eakin

    g

    S A

    1.5

    -

    2.0

    Surviv

    al/Sel

    f Expre

    ssion

    Dim en

    sion 

    F

    igure

    l  

    Locati

    ons

    of 65 Soc

    ieties

    on Two

      D im e

    nsions

      of

     

    C

    ross C

    ultural

     V aria t

    ion :   Wor

    ld V

    alues

     

    S u

    rveys

    1990-

    1991 a

    nd 199

    5-199

    8

    Note

      The s

    cales o

    n each 

    axis in

    dicate

    the cou

    ntry ' s

    factor s

    eores o

    n the g

    iven d

    imensi

    on. The

     positi

    ons

    of C olom bia and

     Pakist

    an are

    estimat

    ed from

      incom

    plete d

    ata.

    be

    pre

    dicte

    d fro

    m attitu

    des to

    ward

      abor

    tion, l

    eve  of

    natio

    nal p

    ride (h

    ighly

      re lig i

    ous 

    natio

    ns  ra

    nk hig

    h on n

    atio n

    al prid

    e),  th

    e de

    si r

    ability

     o

    f

    m

    ore r

    espect

      for a

    uth orit

    y (re l

    i

    gious

      natio

    ns pla

    ce rnu

    ch  mo

    re  em

    phasi

    s on

    res

    pect

    fo r  au

    thorit

    y), to

      attit

    udes

    toward

     

    c

    hildre

    aring.

     T he s

    urv iv a

    l/self-

    expre

    ssion d

    i

    mension reflects another wide-ranging  but

    tig

    htly c

    orrela

    ted c l

    uster of 

    va

    riables

      invol

    v

    ing m

    ateria

    list v

    alues

    (such

      as  m

    ain ta i

    nin g

    orde

    r an

    d fig

    hting

    infla

    tion)

    versus

      post

    mater

    ialist

    values

     ( such

     as fre

    edom

      and s

    elf

    exp

    re ssio

    n),  su

    bje cti

    ve we

    ll-bein

    g, in t

    erper

    so

    nal tr

    ust, p

    oli tica

    l activ

    isrn,

    and  to

    le ranc

    e

    of

     o

    utgro u

    ps  (m

    easure

    d by

    accept

    ance o

    r re

    je

    ction of

    hom

    osex

    uality,

      a hig

    hly   se

    nsitiv

    e

    indic

    ator

    of tole

    rance

      towa

    rd out

    gro up

    s in

    genera l).

    Econ

    omic

    devel

    opm en

    t see

    ms  to

    have

    a

    pow e

    rfu l im

    pact

    on

    cultu r

    a l va

    lues:

    T he

    valu

    e sys

    te ms of 

    ric

    h cou

    ntries

      diffe

    r sys

    te

    m atic

    ally

    from

    those

    of po

    or  co

    untrie

    s.

    Fig u

    re 1 re

    flects

     a gra

    dient f

    rom lo

    w-in c

    orne

    co

    untrie

    s in th

    e low

    er  le f

    t quad

    rant,

    to ric

    h

    socie t

    ies  in

    th e  up

    per ri

    ght qu

    adra n

    t. Fig

    ure  

    2  redraws  Fig ure

    1,

    sh owin g  the economic  

    z

    ones

    into  w

    hich t

    hese 6

    5 soc

    ie ties

    fall.

    Al

    19  so

    cietie

    s with

      an  an

    nual

    per  ca

    pita g

    ro ss

    na

    tional

     p rodu

    ct o ve

    r $15

     ,000 ra

    nk rel

    ativel

    y

    high on

    bot

    h dim

    ensio n

    s and

    fall in

    to a z

    one 

    a t

    the  u

    pper r

    ight-h

    and c

    om er

    . T his

      eco

    n

    ornic

    zone c

    uts ac

    ross th

    e bou

    ndarie

    s

    o

    f t

    he

    Prot

    estan

    , ex

    -C om

    m un is

    t , C

    onfuc

    ian ,

    C a

    thol ic

    , and

      Eng

    l ish -s

    peak i

    ng   cu

    ltura

    l

    z

    ones .

     Ali so

    cie tie

    s with

     per ca

    p ita G

    NPs

    be

    low $2,000 fall into a cluster at the lo wer left

  • 8/19/2019 Modernization, cultural change, and the persistence of traditional values

    12/33

    30

    AMERICAN SOCIOLOGICAL REVIEW

    1.8 ~ ~

    1.3

    .8

    $5,000

    to

    .3

    $15,000

    GNP per

    caplta

    Morethan

    $15,000

    GNP per cepita

    c . - -  

    1 or - - - -

    'f - . 2

    m

    5

    o

    - .7

    §

    E

    O

    -1.2

    -1.7

    Lessthan

    $2,000

    GNP per cepita

    -2 .2 - - - - . J . . _ ._ _

    .....,.__,..__..__

    _ ._

    _.J --J

    -2.0 -1.5

    -1 .0

    - . 5

    o

    .5

    1.0

    1.5

    2.0

    SurvlvaUSelf-Expnl8alon Dlmenslon

    Figurt 2. Economk Zones for 65 Societies Superimposed on Two Dimensions

    of

    Cross-Cultural Varia

    tion

    Note Ali but one of the 65 societies shown in Figure 1

    fit

    into the economic zones indicated here; only

    the Dominican Republic is mislocated.

    Source GNP per capita is based on the World Bank's Purchasing Power Parity estimates as of 1995, in

    U.S. dollars (World Bank 1997:214-15).

    of Figure 2, in an economic zone that cuts

    across the African, South Asían, ex-Commu

    nist, and Ortbodox cultural zones. The re

    maining societies fall into two intermediate

    cultural-economic zones. Economic develop

    ment seems to move societies in a common

    direction, regardless of their cultural heri

    tage. Nevertheless, distinctive cultural zones

    persist two centuries after the industrial revo

    lution began.

    GNP

    per

    capita is only one indicator

    of

    a

    society's level

    of

    econotnic development. As

    Marx argued, the rise of the industrial work

    ing class was a key event in modera history.

    Furthermore, the changing nature of the la

    bor force defines three distinct stages of eco

    notnic development: agrarian society, indus-

    trial society, and postindustrial society (Bell

    1973, 1976). Thus, another set of boundaries

    could be superimposed on the societies in

    Figure l: Societies with a high percentage of

    the labor force in agriculture would fall near

    the bottom

    of

    the map, societies with a high

    percentage of industrial workers would fall

    near the top, and societies with a high per

    centage in the service sector would be lo

    cated near the right-hand side of the map.

    The traditional/secular-rational dimension

    is associated with the transition from agrar

    ian society to industrial society. Accordingly,

    this dimension shows a strong positive cor

    relation with the percentage in the industrial

    sector

    r = .65) and a negative correlatíon

    with the percentage in the agricultura] sector

  • 8/19/2019 Modernization, cultural change, and the persistence of traditional values

    13/33

    THE

    PERSISTENCE

    OF

    TRADITIONAL VALUES

    3

    r -.49) but it is wealdy linked with the

    percentage in the service sector r = .18).

    Thus, the shift frorn an agrarian rnode of pro

    duction to industrial production seerns to

    bring with it a shift frorn traditional values

    toward increasing rationalization and secu

    larization. Nevertheless, a society s cultural

    heritage also plays a role. Thus, ali four

    of

    the Confucian-influenced societies have rela

    tively secular values, regardless of the pro

    portíon of their labor forces in the industrial

    sector. The fonner Cornrnunist societies also

    rank relatively high on this secularization di

    rnension, despite varying degrees

    of indus

    trialization. Conversely, the historically Ro

    rnan Catholic societies display relatively tra

    ditional values when compared with Confu

    cian

    or

    ex-Cornmunist societies with the

    same proportion of industrial workers.

    The survivalJself-expression dimension is

    linked with the rise of a service economy: It

    shows a .73 correlation with the relative size

    of the service sector, but is unrelated to the

    relative size of the industrial sector r .03).

    While the traditional/secular-rational values

    dirnension and the survival/self-expression

    values dimension reflect industri alization

    and the rise of postindustrial society, respec

    tively, this is only part of the story. Virtually

    ali of the historically Protestant societies

    rank higher on the survival/self-expression

    dimension than do all

    of

    the historically Ro

    rnan Catholic societies, regardless of the ex

    tent

    to

    which their labor forces are engaged

    in the service sector. Conversely, virtually ali

    of

    the fonner Cornmunist societies rank low

    on the survival/self-expression dirnension.

    Changes in GNP and occupational structure

    have irnportant influences on prevailing

    worldviews, but traditional cultural influ

    ences persist.

    Religious traditions appear to have had an

    enduring irnpact on the contemporary value

    systems

    of

    65 societies, as Weber, Hunting

    ton, and others have argued. But a society s

    culture reflects its entire historical heritage.

    A central historical event of the twentieth

    century was the rise and fall of a Comrnunist

    ernpire that once ruled one-third

    of

    the

    world s population. Comrnunism left a clear

    irnprint on the value systems of those who

    lived under it. East Gennany remains cultur

    ally close to West Gennany despite four de

    cades

    of

    Cornrnunist rule, but its value sys-

    tem has been drawn toward the Cornrnunist

    zone. And although China is a rnember

    of

    the

    Confucian zone, it also falls within a broad

    Communist-influenced

    zone.

    Similarly

    Azerbaijan, though part of the lslamic clus

    ter, also falls within the Communist super

    zone that dominated it for decades.

    The influence of colonial ties is apparent

    in the existence of a Latín American cultural

    zone. Fonner colonial ties also help account

    for the existence

    of

    an English-speaking

    zone. All seven

    of

    the English-speaking so

    cieties included in this study show relatively

    similar cultural characteristics. Geographi

    cally, they are halfway around the world

    from eacb other, but culturally Australia and

    New Zealand are next-door neighbors

    of

    Great Britain and Canada. The impact of

    colonization seems especially strong when

    reinforced by massive immigration from the

    colonial society-thus, Spain, Italy, Uru

    guay, and Argentina are ali near each other

    on the border between Catholic Europe and

    Latín America: The populations of Uruguay

    and Argentina are largely descended from

    immigrants from Spain and Italy. Similarly,

    Rice and Feldrnan (1997) find strong corre

    lations between the civic values of various

    ethnic groups in the United States, and the

    values prevailing in their countries of ori

    gin-two or

    three generations after their

    families migrated to the United States

    Figure l indicates that the United States is

    not a prototype of cultural modernization

    for other societies to follow,

    as

    sorne mod

    ernization writers

    of

    the postwar era naively

    assurned. In fact, the United States is a devi

    ant case, having a much more traditional

    value system than any otber advanced in

    dustrial society. On the traditional/secular

    rational dimension, the United States ranks

    far below other rich societies, with levels

    of

    religiosity and national pride comparable to

    those found in developing societies. The

    phenornenon

    of

    American exceptionalism

    has been discussed by Lipset (1990, 1996),

    Baker ( 1999), and others; our results sup

    port their argument. The United States does

    rank among the most advanced societies

    along the survival/self-expression dimen

    sion, but e ven here, it does not lead tbe

    world, as the Swedes and the Dutch seem

    closer to the cutting edge of cultural change

    than do the Arnericans.

  • 8/19/2019 Modernization, cultural change, and the persistence of traditional values

    14/33

    31

    How Real re the Culhlral Zo ns?

    While the placement

    of

    each society in Fig

    ure 1 is objective, detennined by a factor

    analysis of survey data from each country,

    the boundaries drawn around these societies

    are subjective, using Huntington's (1993,

    1996) division of the world into several cul

    tural

    zones. How real are these zones? The

    boundaries could have been drawn in vari

    ous ways because these societies have been

    influenced by a variety

    of

    factors. Thus,

    sorne

    of

    the boundaries overlap others. For

    example, the ex-Communist zone overlaps

    the Protestant, Catholic, Confucian, Ortho

    dox, and Islamic cultural zones. Sirnilarly,

    Britain is located at the intersection

    of

    the

    English-speaking zone and Protestant Eu

    rope. Empirically, it is close to all five of the

    English-speaking societies, and we included

    Britain

    in

    that zone, but with only slight

    modification we could have put

    it

    in Protes

    tant Europe, for it is also culturally close to

    those societies.

    Realíty is complex: Britain

    is

    both Protes

    tant and English-speaking, and íts empirical

    position reflects both aspects

    of

    reality. Simi

    larly, we have drawn a boundary around the

    Latin American societies that Huntington

    postulated to be a distinct cultural zone. All

    lOof these societies show similar values in

    global perspective,

    but

    with only

    minor

    changes we could have defined an Hispanic

    cultural zone that included Spain and Portu

    gal, which empirically also resemble the

    Latin American societies. Or

    we

    could have

    drawn a boundary

    that

    included Latin

    America, Catholic Europe, the Phílippines,

    and Ireland in a broad Roman Catholic cul

    tural wne. AH these zones are conceptually

    and empirically justifiable.

    Figure 1

    is

    based

    on

    sirnilarity

    of

    basic val

    ues but

    the map also reflects the relative

    distances between these societies on many

    other dimensions, such as religion, colonial

    influences, the influence

    of

    Communist rule,

    social structure, and econornic level. The in

    fluence

    of

    many different historical factors

    can be surnmed up remarkably well by the

    two cultural dimensions on which this map

    is based, but because these various factors do

    not always coincide neatly, there are sorne

    obvious anomalies. For example, East Ger

    many and Japan fall next to each other: Both

    AMERICAN SOCIOLOGICAL REVIEW

    societies are highly secular, relati vely

    wealthy and have high proportions

    of

    indus

    trial workers. But Japan was shaped by a

    Confucian heritage while East Germany was

    shaped by Protestantism (though interest

    ingly, when the Japanese first drew up a

    Western-style constitution, they chose a Ger

    man model). Despite such anomalies, societ

    ies with a common cultural heritage gener

    ally

    do

    fall into common clusters. At the

    same time, their positions also reflect their

    leve] of economic development, occupa

    tional structure, religion, and other major

    historical influences. Thus, their positions in

    this two-dimensional space reflect a multidi

    mensional

    reality and

    this remarkable so

    cioeconomic-cultural coherence reflects the

    fact that a society' s culture is shaped by its

    entire economic and historical heritage.

    Modemization theory implies that as soci

    eties develop economically, their cultures

    tend to shift in a predictable direction, and

    our data fit the implications of this predic

    tion. Econornic differences are linked with

    large and pervasive cultural differences (see

    Figure 2). Nevertheless, we find clear evi

    dence

    of

    the influence

    of

    long-established

    cultural zones. Using data from the latest

    available survey for each society, we created

    dummy variables to reflect whether a given

    society is predominantly English-speaking,

    ex-Comrnunist, and so on for eacb of the

    clusters outlined in Figure

    1

    Ernpirical

    analysis of these variables shows that the

    cultural locations

    of

    given societies are far

    from random (see Table 4). Eight

    of

    the nine

    zones outlined on Figure l show statistically

    significant relationships with at least one

    of

    the two major dimensions

    of

    cross-cultural

    variation (the sole exception is the Catholic

    Europe cluster:

    t

    is fairly coherent but has a

    neutral position on both dimensions). For ex

    ample, the dummy variable for Protestant

    Europe shows a .46 correlation with the tra

    ditional/secular-rational dimension anda 41

    correlation with the survival/self-expression

    dimension (both correlations are significant

    at the p .001 level). Sirnilarly, the ex-Com

    munist dummy variable correlates .43 with

    the traditional/secular-rational dimension

    and .74 with th survival/self-expression di

    mensioo.

    Do

    these cultural clusters simply reflect

    econornic differences? For example, do the

  • 8/19/2019 Modernization, cultural change, and the persistence of traditional values

    15/33

    THE

    PERSISTENCE

    OF TR DITION L

    V

    LUES

    33

    Table 4. Standardized Coefficientll from tbe Regression o Traditional/Secular Ratiooal Values and

    SurvivaVSelf·Expression Values on Economic Development and Cultural Heritage Zone

    Jndependent Variable Traditional/Secular-Rational

    Survival/Self-Expression

    Ex-Communist zone

    (:

    1)

    .424 (3.10)

    -.393 '

    (-4.80)

    Real GDP per capita, 1980

    .496 '

    (3.57) .575

    . . .

    (4.13)

    Percentage employed in industrial sector, 1980

    .216

    (1.43)

    Percentage employed in service sector,

    l 980

    .098

    (.67)

    Adjusted R

    2

    50

    .73

    Protestan/ Europe zone (= 1)

    .370

    (3.04)

    .232'

    (2.24)

    Real GDP per capita, 1980

    .025

    (.19)

    .362

    (2.12)

    Percentage employed in industrial sector, 1980

    .553

    '' '

    (4.83)

    Percentage employed in service sector, 1980

    .331 (2.06}

    Adjusted R

    2

    .so

    .63

    English-speaking zone {=

    1

    -.300

    (-2.65)

    .146

    (1.48)

    Real GDP per capita, 1980

    .394'* (3.02)

    .434 '

    (2.56)

    Percentage employed in industrial sector, 1980

    .468 (3.98)

    Percentage employed in service sector, 1980

    .319

    (l.93)

    Adjusted R

    2

    .47

    .61

    Latin-American zone (=' l)

    -.342'' (-3.29)

    .108

    (.98)

    Real GDP per capita. l 980

    .195

    (1.72)

    .602

    (2.97)

    Percentage employed in industrial sector, 1980

    .448**

    (3.94)

    Percentage employed in service sector, 1980 .224

    (l.13)

    Adjusted R

    2

    .51

    .60

    African zone =

    1

    -.189

    (-1.65)

    .021

    (.22)

    Real GDP

    per

    capita, 1980

    .211

    (1.72)

    .502 .

    (2.81)

    Percentage employed in industrial sector, 1980

    .468***

    (3.79)

    Percentage employed in service sector, 1980

    .320

    (l.85)

    Adjusted R

    2

    .43

    .59

    South Asian zone (= l)

    .070

    (.51)

    .212' (2.08)

    Real GDP per capita, 1980

    .

    258'

    (2.04)

    .469. .

    (2.90)

    Percentage employed in industrial sector, 1980

    .542 ' ' '

    (3.87)

    Percentage employed in service sector, 1980

    .455 * (2.63)

    Adjusted R

    2

    .40

    .62

    Orthodox zone

    = 11

    .152

    (1.26)

    -.457** '

    (-6.94)

    Real GDP per capita, 1980

    .304'

    (2.31)

    .567 -

    (4.77)

    Percentage employed in industrial sector, 1980

    .432

    . .

    (3.13)

    Percentage employed in service sector, 1980

    .154

    (1.28)

    Adjusted R

    2

    .42

    .80

    Confucian zone

    (=

    1)

    .397

    . .

    (4.15)

    -.020

    (-.21)

    Real GDP per capita, 1980

    .304

    .

    (2.83)

    .491

    (2.90)

    Percentage employed in industrial sector, 1980

    .sos·..

    (4.76}

    Percentage employed in service sector, 1980

    .323'

    (1.95)

    Adjusted R

    2

    56

    59

    Number of countries

    49

    49

    Note: Numbers in parentheses are t-values. Reduced Ns reflect missing data on one or more independent

    variables.

    p .05

    p .01

    ' p<

    .001

    (two-tailed tests)

  • 8/19/2019 Modernization, cultural change, and the persistence of traditional values

    16/33

      4

    societies of Protestant Europe have similar

    values simply because they are rich? The an

    swer is

    no. As Table 4

    demonstrates

    a

    society's Catholic or Protestant or Confucian

    or Communist heritage makes an independent

    contribution to its position on the global cul

    tural map. The influence of econornic devel

    opment is pervasive. GDP per capita shows a

    significant impact in five of the eight mul

    tiple regressíons predicting traditional/secu

    lar-rational values, and in ali of the regres

    sions predicting survival/self-expression val

    ues. The percentage of the labor force in the

    industrial sector seems to influence tradi

    tional/secular-rational values even more con

    sistently than does GDP per capita, showing

    a significant impact in seven of the eight re

    gressions. The percentage of the labor force

    in the service sector has a significant impact

    in six of the eight regressions predicting sur

    vival/self-expressíon. (Note, the relationship

    between these values and the relative size of

    the servíce sector resernbles a J-curve, with

    the írnpact of the service

    sector

    growing

    stronger as its value increases; consequently,

    we use the square

    of

    the percentage in the

    service sector in these regressions.)

    The impact of a society's historical-cul

    tural heritage persists when we control for

    GDP per capita and the structure of the la

    bor force. Thus, the ex-Communist dummy

    variable shows a strong and statistically síg

    nificant impact on traditional/secular-ratío

    nal values, controlling for economic devel

    opment. The secularizing effect of Commu

    nism is even greater than that

    of

    the relative

    size

    of

    the industrial sector and almost as

    great as that for GDP per capita. The ex

    Communist

    dummy variable

    also has a

    strong significant p

    <

    .001) negative impact

    on survival/self-expression values. Simi

    larly, the Protestant Europe dummy variable

    has strong and significant impacts on both

    of

    the major cultural dimensions. English

    speaking culture has a strong and significant

    impact on the traditional/secular-rational di

    mension: Controlling for level of develop

    ment,

    ít

    is linked with a relatively tr di-

    tion l outlook.

    But

    although the English

    speaking societies are clustered near the

    right-hand pole of the survival/self-expres

    sion dimension, this tendency disappears

    when we control for the fact that they are

    relatively wealthy and have a high percent-

    AMERICAN SOCIOLOGICAL REVIEW

    age of the work force in the service sector.

    Ali but one

    of

    the dummy variables for cul

    tural zones in Table 4 show a statistically

    significant impact on at least one of the two

    dimensions. The sole exception is the Afri

    can group, which forros a tigbt cluster but

    contains only three cases. This generates a

    dummy variable for which 62 cases were

    coded O and only 3 were coded l . With

    such an extreme skew, this variable is un

    likely to explain much variance.

    When we combine the clusters shown in

    Figure l into broader cultural zones with

    large sample sizes, we generate variables

    having even greater explanatory power. Fig

    ure 3 indicates that the Catholic socíeties

    of

    Eastem

    Europe constitute a distinct sub

    cluster of the Catholic

    world-midway

    be

    tween tbe West European Catholic societies

    and the Orthodox societies (Figure 1 merges

    these Eastem and Western clusters into one

    Catholic Europe zone). The Latin American

    cluster is adjacent to the

    two Catholic

    groups, so we can combine ali three of these

    groups to form a broad Roman Catholic su

    per-zone. Two other historically Catholic

    societies, the Philippines and Ireland, are

    also nearby and thus can be rnerged into the

    Catholic zone. Similarly, Protestant Europe

    and most of the Englísh-speaking zone can

    be merged into a broad historically Protes

    tant zone. Each of these two new zones cov

    ers a vast geographic, historical, and eco

    nomic range, but each reflects the impact of

    a common religious-historical influence,

    and each is relatively coherent in global per

    spective.

    To illustrate the coherence of tbese clus

    ters, we examine one of the key variables in

    the literature on cross-cultural differences

    interpersonal trust (one component of the

    survival/self-expression dirnension). Cole

    man (1990), Almond and Verba (1963), Put

    nam (1993), and Fukuyama (1995) argue

    that interpersonal trust is essential for build

    ing the social structures on which dernoc

    racy depends and for creating the complex

    social organizations

    on

    which large-scale

    economic enterprises are based. Figure 4

    demonstrates that most historically Protes

    tant societies rank higher on interpersonal

    trust than do most historically Catholic soci

    eties. This holds true even after controlling

    for levels of economic development: Inter-

  • 8/19/2019 Modernization, cultural change, and the persistence of traditional values

    17/33

    THE PERSISTENCE OF TRADITIONAL V ALUES

    35

    e

    -

    o ·ª

    i

    E ....

    i5i

    .3

    ¡¡¡ 1 -

    g ' •

    ¡ \

    '. .2

    QI

    .7

    1-

    -1.2

    -1 .5 1.0

    .5 o

    ruguay

    Belglum

    ••

    rance

    e

    ltaly

    i¡>oin

    5

    1.0 1.5

    2.0

    Survival/Seff-Expression Dimension

    Figure

    3. Historically

    Protestant

    Historically Catholic, and Historically

    Communist

    Cultural Zones

    in Rela tion to Two Dimensions

    of Cross-Cultural

    Variation

    personal trust is significantly correlated

    with a society's leve) of GDP per capita r =

    .60), but even rich Catholic societies rank

    lower than equally prosperous historically

    Protestant societies. A heritage of Commu

    nist rule also has an impact on interpersonal

    trust, with virtually ali ex-Communist soci

    eties ranking relatively low (in italic type in

    Figure 4); thus, the historically Protestant

    societies that had experienced Communist

    rule (e.g., East Germany and Latvia) show

    relatively low levels of interpersonal trust.

    Of the 19 societies in which more than 35

    percent of the public believe that rnost

    people can be trusted, 14 are historically

    Protestant, three are Confucian-influenced,

    one (India) is predominantly Hindu, and

    only one (Ireland) is historically Catholic.

    Of

    the 10 societies ranking lowest on trust

    in Figure 4, 8 are historically Catholic and

    none is historically Protestant.

    Within given soc1et1es, Catholics rank

    about

    as

    high on interpersonal trust

    as

    do

    Protestants. The shared historical experi

    ence of given nations, not individual per

    sonality, is crucial. As Putnam (1993) ar

    gues, horizontal, locally controlled organi

    zations are conducive to interpersonal trust,

    whereas rule

    by

    large, hierarchical, central

    ized bureaucracies seems to corrode inter

    personal trust. Historically, the Roman

    Catholic Church was the prototype

    of

    a hier

    archical, centrally controlled institution;

    Protestant churches were relatively decen

    tralized and more open

    to

    local control. The

    contras between local control and domina

    tion by a remote hierarchy has important

    long-term consequences for interpersonal

    trust. Clearly, these cross-cultural differ

    ences do not reflect the contemporary influ

    ence of the respective churches. The Catho

    lic church has changed a great deal in recent

  • 8/19/2019 Modernization, cultural change, and the persistence of traditional values

    18/33

    60

    10

    onfucian

    Taiwlm

    AMERICAN SOCIOLOGICAL REVIEW

    • Belglum

    llllly •

    Aumta

    Ex-Communlat

    aoc:ielies In italicS

    o

    5,000

    9,000 13,000 17,000

    21,000 25,000

    GNP

    per

    capHa

    Figure 4. Locatioos

    of

    65 Societies on Dimensions of Interpersonal Trust and Economic Development,

    by Cultural/Religious Tradition

    Note: GNP per capita is measured by World Bank purchasing power parity estimates in 1995 U.S. dol

    lars. Trust is correlated with GNP per capita at r = .60 p < .001 .

    decades, and in many countries, especially

    Protestant

    ones, church attendance has

    dwindled to the point where only a small

    minority of the population attends church

    regularly. While the majority of individuals

    have little

    or no contact with the church to

    day, the impact of living in a society that

    was historically shaped by once-powerful

    Catholic or Protestant institutions persists

    today, shaping

    everyone-Protestant

    Catholic, or

    other-to

    it

    into a given na

    tional culture.

    The individual-level data provide addi

    tional insights concerning the transmission

    of relígious traditions today. There are two

    main possibilities: (1) that contemporary re

    ligious institutions instill distinctively Prot

    estant, Catholic, or Islamic values in their re

    spective followers within each society; or (2)

    that given religious traditions have histori-

    cally shaped the national culture of given so

    cieties, but that today their impact is trans

    mitted mainly through nationwide institu

    tions,

    to

    the population of that society as a

    whole-even

    to

    those who have little or no

    contact with religious institutions.

    As

    Figure

    5 indicates, the empirical evidence clearly

    supports the latter interpretation. Although

    historically Catholic or Protestant or Islamic

    societies show distinctive values, the differ

    ences between Catholics and Protestants or

    Muslims within given societies are relatively

    small. In Germany, for example, the basic

    values of German Catholics resemble those

    of German Protestants more than they re

    semble Catholics in other countries. This is

    true in the United States, Switzerland, The

    Netherlands, and other religiously mixed so

    cieties: Catholics tend to be slightly more

    traditional than their Protestant compatriots,

  • 8/19/2019 Modernization, cultural change, and the persistence of traditional values

    19/33

    T

    H E PE

    RSIS

    TEN C

    E O F T

    RADm

    ONA

    L VA

    LUES

     

    37

     

    ~

    1 3

    8

     

    ¡

    ¡¡ .3

    s

     

    ¡

    '

    f

    .

      -

    .2

    i

    .7  

    i

    ti

    ~ 1

    .2

    1

    .7 

    uslim

    Christi

    an 

     

    Nige

    ria

    Muslim

     

    H

    isto

    rical

     y

    Catholic 

    Pro

    testant

     

    Wes

    t Genn

    any 

    eCatho

    lic

    Prote

    stantP

     

    e

      TOfeS a

    nl

    swn:m

    and

    t h r l

    ~ n d s

    Ca

    tholic

    ea

    ; ,,otic 

    H

    isto

    rica

    lly

    Prot

    esta

    nt

    Protes

    ta nt

    • 

    u s

    at

    holic

    - 2 . 2

    ~  

    __

    ,_

    _ _  - - -

    - - -

    - I L -

    -   - - -

    - - -

    - - -

    -  

    2.0

    1.5

      1.0

      .

    5

    5

    1 0  

    1

     5

    2 0  

    Surviv

    al/Self

     Expre

    ssion D

    lm ens

    io n

    Fig

    ure 5  D i

    fferenc

    es bet

    w een t

    he Rel

    igious Gr

    oups

    w ith

    in Reli

    gio usly

      M ixe

    d Soci

    eties

    o

    n

    wo

     Di-

    rn

    ension

    s o

    f Cros

    s Cultu

    ral V aria

    t ion

    but t

    hey d

    o  not

      fall

    in to t

    he his

    torica

    lly

    C

    athol

    ic   cul

    tu ral

    zone.

    Rathe

    r surp

    rising

    ly,

    th is  also  holds  true 

    of

    the differences be

    tw

    een H

    indus

      and M

    uslirn

    s  in I

    ndia, a

    nd be

    tw

    een C

    hristi

    ans an

    d  Mu

    slirns

      in N

    igeria

    :

    T he

      basic

      value

    s  o

    f Niger

    ia n M

    uslim

    s  are

    close

    r to th

    ose

    of their

     Chris

    tian c

    ompat

    riots

    than

    they a

    re  to t

    hose

    of lndi

    an Mu

    slims

    . n

    ques t

    ions t

    hat d

    irectly

      evo

    ked ls

    larnic

      or

     

    C

    hrist

    ia n id

    entity,

      this

    would

      prob

    ably n

    ot

    h

    old tr

    ue; b

    ut  on

    th ese

    two d

    irnen

    sions

    of

    b

    asic v

    alues as 

    me

    asured

     

    in

      th

    e  Wo

    rld V

    al-

    ues

      Surv

    eys, the cross-national  differences 

    dw

    arf wi

    th in-n

    ation d

    iffere

    nces.

    P

    rotest

    an 

    or Cath

    olic

    societ

    ies di

    splay

     

    disti

    nctive

      valu

    es  to d

    ay ma

    inly b

    ecaus

    e  o

    f

    the

    hi

    storic

    al impac

    t t

    he ir r

    espec

    tive

    church

    es ha

    d  on

    th eir

    societi

    es, ra

    ther th

    an

    t

    hroug

    h  the

    ir  con

    te mpo

    rary

    in flue

    nce. F

    or

    th

    is   re a

    son, w

    e  cla

    ssify

    Germa

    ny, S

    witzer

    lan

    d, an

    d The

      Neth

    erland

    s  as

    histor

    ically

     

    Pro testan  societies-h istorical ly , Protestan -

    ism sh

    aped

    them,

    even t

    hough

     today

     (as a

     re

    s

    ult of i

    mmig

    ra tion

    , relat

    iv ely l

    ow Pr

    otesta

    nt 

    birth rate s, and  h igher Protestant rates

    of 

    se

    cular

    ization

    )  they

     may

    have

    more

    practi

    c

    ing

     Cath

    olics t

    han p

    ractici

    ng Pr

    otestan

    ts.

    T

    hese

    findin

    gs  sug

    gest

    that, o

    nce e

    stab

    lishe

    d,  the

      cross

    -c ultu

    ral di

    fferenc

    es lin

    ked

    with

    re ligio

    n hav

    e beco

    me p

    art

    of a nati

    onal

    c

    ulture

     that

    is  tran

    smitte

    d by t

    he edu

    cation

    al

    i

    nstitut

    ions a

    nd ma

    ss me

    dia

    of give

    n soci

    et

    ie

    s  to th

    e peo

    ple

    of that n

    ation

    . Desp

    ite glo

    bal

    izatio

    n,  the

    nation

      re m

    ains a

      key u

    nit

    of

    sh ared experience, and  its  educational and

    cultu

    ral in

    stituti

    ons sh

    ape t

    he  va

    lues

    of al

    most e

    veryo

    ne in

    that so

    ciety.

     

    The

    persis

    tence

      of

     

    d

    is tinct

    ive va

    lue s

    ys

    t

    ems s

    ugges

    ts that

     cultur

    e is pa

    th-de

    pende

    nt.

    P

    ro testa

    nt rel

    ig ious

      instit

    utions

     gave

      rise

    to 

    the

     Prote

    stant E

    thic,

    re lativ

    ely hi

    gh int

    erper

    so n

    al  trus

    t,  and

      a rel

    ativel

    y high

      degr

    ee 

    of

    soc

    ial p

    lural

    ism 

    all o

    f

    w

    hich

      may

    have

    cont

    rib uted

     to ea

    rlier e

    conom

    ic de

    velopm

    ent

  • 8/19/2019 Modernization, cultural change, and the persistence of traditional values

    20/33

      8

    in Protestant countries tban in tbe rest

    of

    tbe

    world. Subsequently, tbe fact that Protestant

    societies were (and still are) relatively pros

    perous has probably shaped thern in distinc

    tive ways. Although they have experienced

    rapid social and cultural change, historically

    Protestant and Catholic (and Confucian, ls

    larnic, Orthodox, and other) societies rernain

    distinct to a remarkable degree. ldentifying

    the specific rnechanisms through which these

    path-dependent developments have occurred

    would require detailed historical analyses

    that we will not attempt here, but survey evi

    dence from societies around the world sup

    ports this conclusion.

    More detailed regression analyses that

    control for the structure of the work force

    and simultaneously test the impact of vari

    ous cultural zones, provide additional sup

    port for the conclusion that a society's value

    systern is systematically influenced by eco

    nomic

    development but

    that a Protestan

    or Catholic or Confucian or ex-Communist

    heritage also exerts a persistent and perva

    sive influence on contemporary values and

    beliefs. Tables 5a and 5b show the results

    of

    OLS regression analyses of cross-national

    differences

    in

    traditional/secular-rational

    values and survival/self-expression values

    as measured in 6 societies (using the latest

    available survey for each country: The re

    duced

    N

    reflects missing data on the inde

    pendent variables).

    For

    both dimensions,

    real GDP per capita (using data from the

    Penn World tables) and the structure of the

    work force play rnajor roles. However, the

    percentage enrolled

    in

    the primary, second

    ary and tertiary educational levels has sur

    prisingly little impact on either dimension.

    Sorne modemization theorists emphasize the

    cultural impact

    of

    rising educational levels

    (lnkeles and Smith 1974; Lemer 1958) but

    our

    results suggest that expansion

    of

    the

    educational system is not the crucial factor.

    The percentage ernployed in the industrial

    sector has a major impact on traditional/

    secular-rational values, while the percentage

    employed in the

    service sector has a major

    impact on survival/self-expression values.

    The people of poor societies and societies

    with high percentages working in tbe agrar

    ian sector tend to hold traditíonal values,

    while the people

    of

    richer societies and so

    cieties with a high percentage

    of

    the labor

    MERIC N

    SOCIOLOGIC L

    REVmW

    force in the industrial sector tend to hold

    secular-rational values. But a given

    society's historical heritage also has an im

    portant influence on the conternporary val

    ues and hehavior

    of

    its people, even control

    ling for economic leve and occupational

    structure.

    7

    Tables 5a and 5b indicate that

    various other cultural variables also show

    significan relationships with traditional/

    secular-rational values, but they overlap

    with, and tend to he dominated by the three

    cultural indicators included here. For centu

    ries, Confucian societies have heen charac

    terized by a relatively secular worldview,

    and they remain so today. Communist re

    gimes made rnajor efforts to eradicate tradi

    tional religious values, and they seem to

    have had sorne success. But historically Ro

    man Catholic societies proved relatively re

    sístant to secularization, even after control

    ling for the effects

    of

    economic develop

    ment and Cornmunist rule.

    Modemization theory holds that the pro

    cess of economic development and the rise

    of

    the industrial sector are conducive to a

    secular-rational worldview.

    As

    Model

    6

    in

    Table 5a demonstrates, when we control for

    a society's cultural heritage, the impacts of

    GDP per capita and industrialization are sig

    nificant. Indeed, Model explains most of

    the cross-national variation in traditional/

    secular-rational values with just five vari

    ables. Models 3, 4, and demonstrate that

    each of the three cultural variables makes a

    substantíal contribution to the percent of

    variance explained, with the Confucian vari

    able making the largest contribution. lnclud

    ing ali three cultural indicators in the re

    gression increases the percent of variance

    explained from 42 percent to 70 percent: A

    society's heritage makes a big difference.

    7

    By

    controlling for economic development,

    we

    may be underestimating the impact

    of

    a society's

    historical heritage because Protestantism, Confu

    cianism or Communism may have helped shape

    the society' s contemporary leve

    of

    economic de

    velopment. For example, Weber ([1904] 1958) at

    tributes a crucial role to Protestantism in launch

    ing economic growth in Europe, and it is a his

    torical fact

    that in

    its early phase, though clearly

    not today-industrialization was overwhelmingly

    concentrated in predominantly Protestant societ

    ies

    and

    among the Protestant population

    of

    mixed

    societies.

  • 8/19/2019 Modernization, cultural change, and the persistence of traditional values

    21/33

    THE PERSISTENCE OF TRADITIONAL VALUES

    39

    Table Sa.Unstandardized CoeMcients from the Regression of Traditional/Secular-Rational Values on

    lndependent Variables Measuring

    Modemization and Cultural

    Heritage

    Independenl Variable

    Model 1

    Model 2

    Model 3

    Model 4

    Model Model 6

    Real GDP per capita, 1980

    .066'

    .086'

    .131

    .042

    .080 .

    .122*"·

    {in

    $1,000s U.S.) (.031) (.043) (.036) (.029) (.027) (.030)

    Percentage employed in industrial

    .052 ...

    .051'

    .023

    .061 *'**

    .052 . .

    .030'

    sector, 1980 (.012)

    (.014)

    (.015) (.011) (.011) (.012)

    Percentage enrolled in

    -.01

    education

    (.01)

    Ex-Communist

    =

    1)

    1.05

    .952'

    (.351) (.282)

    Historically Catholic = 1)

    -.767

    -.409'

    (.216) (.188)

    Historically Confucian (=

    1)

    1.57 ' 1.39 '

    (.370)

    (.329)

    Adjusted R

    2

    .42

    .37

    .50 .53

    .57 .70

    Number

    of

    countries 49 46

    49 49 49

    49

    Table

    Sb.Uustandardized

    Coefficients from

    the

    Regression

    of

    Survival/Self-Expression Values on

    ln

    dependeut

    Variables Measuriug Modernization and Cultural Heritage

    Independent Variable Model 1 Model 2 Model 3 Model 4 Model

    Real GDP per capita, 1980

    .090' .095'

    .056

    .120 .098

    {in $1,000s U.S.}

    (.043) (.046) (.043) (.037) (.037)

    (Percentage employed

    in

    service

    .042 *

    .011

    .035'

    .019

    .018

    sector, 1980)2 (.015)

    .000)

    (.015)

    (.014)

    (.013)

    Percentage employed in service

    -.054

    sector, l 980

    (.039)

    Percentage enrolled in

    -.005

    education

    (.012)

    Ex-Communist (= 1)

    -.920···

    -.883''

    (.204) (.197)

    Historically Protestan (= l)

    .672'

    .509'

    (.279)

    (.237)

    Historically Orthodox ( 1)

    Adjusted R

    2

    .63 .63

    .66

    .74

    .76

    Number

    of

    countries

    49 46

    49

    49

    49

    Source: Latest available survey from 1990-1991or1995-1998 World Values Surveys.

    Note:

    Numbers in parentbeses are standard errors.

    'p < .05 p < .Ol ' p < .001 (two-tailed tests)

    Model 6

    .144 ' '

    (.017)

    -.411"

    (.188)

    .415

    . l 75)

    -J .182

    (.240)

    .84

    49

    The economic modemization indicators

    (GDP per capita and the relative size of the

    service sector) in Model 1 explain 63 percent

    of the cross-national variation in survival/

    self-expression values (Table 5b). The per

    centage of the population enrolled in primary,

    secondary, and tertiary education and the

    untransformed percentage employed in the

    service sector do not have significant ex

    planatory power. Nevertheless, three cultural

    variables

    do

    show significant effects: A Prot

    estant cultural heritage is associated with the

    syndrome of high levels of trust, tolerance,

    well-being, and postmaterialism that consti-

  • 8/19/2019 Modernization, cultural change, and the persistence of traditional values

    22/33

    1.8

    1.3

    j

    .8

    i

    - .3

    1

    .2

    .7

    j

    ¡

    ~

    1.2

    1.7

    AMERICAN SOCIOLOGICAL REVIEW

    U 5 Al5

    • lnitial survey

    • Last

    survey

    2.2

    - - ~ ~ - - ~ ~ ~ l - . ~ ~ . . . . L ~ ~ - - - L ~ ~ ~ . . . L . . . . ~ ~ . . . . . J C ~ ~ ~ J - - ~ ~ - - - - -

    2.0

    1.5

    1.0

    .5

    o

    .5 1.0

    1.5

    2.0

    Survlval/Self Exprenlon Dlmenslon

    Figure 6. Change Over Time in Location on Two Dimensions of Cross Cultural Variation for 38 Soci

    eties

    Note: The 38 countries included are those for which time-series data are available from the earliest to the

    lates time points in the World Values Surveys.

    tutes self-expression values; an Orthodox re

    ligious heritage and a Comrnunist historical

    heritage both show a negative irnpact on these

    values, even after controlling for differences

    in economic leve) and social structure. Each

    cultural factor adds to the percentage

    of

    vari

    ance explained (Models 3, 4, and in Table

    5b), with the ex-Cornmunist variable making

    the greatest contribution by itself, but with

    the Orthodox variable making a substantial

    supplementary contribution. lncluding

    ali

    three

    cultural indicators

    in the

    regression

    equation increases the percentage

    of

    variance

    explained

    in

    survival/self-expression values

    from

    63

    percent to

    84

    percent

    (Model 6).

    Thus. a combínation

    of

    economic

    and

    cultural

    indicators explains considerably more vari

    ance

    than do the economic indicators alone.

    CHANGES IN VALUES OVER

    TIME

    We

    have shown that cross-national cultural

    variation

    is

    closely associated with

    a

    society's leve

    of

    economic development and

    its cultural heritage. Are these merely cross

    sectional patterns? Only time-series data can

    answer this question conclusively. The World

    Values Surveys provide time-series data cov

    ering the relatively

    brief

    span from 1981 to

    1998.

    Figure 6 shows, for each

    of

    the 38 societ

    ies for which we have data from

    at

    least two

    time points,

    how

    values have changed dur

    ing the years covered by

    our

    surveys. For ex

    ample, the arrow for West Germany, near the

    upper right-hand comer

    of

    Figure 6, shows

    the changes in values among the West Ger-

  • 8/19/2019 Modernization, cultural change, and the persistence of traditional values

    23/33

    THE

    PERSISTENCE

    OF TR DITION L VALUES

    4

    man public from 1981 to 1997. Data from

    East Germany are avaílable only from the

    1990 and 1997 surveys, and a somewhat

    shorter arrow shows the trajectory of change

    in values for what was once East Germany

    and

    is

    now part

    of

    the Federal Republic

    of

    Germany. Both regions of Germany experi

    enced substantial changes in values and both

    moved upward and to the right, toward in

    creasingly secular-rational values and an in

    creasing emphasis on self-expression values.

    Many countries in Figure 6 show similar

    shifts in values from

    1981

    to 1997.

    Sorne societies (e.g., Russia and Belarus)

    show retrograde movements, moving down

    ward and to the left. With the collapse

    of

    the

    economic, social, and political systems of the

    Soviet Union in 1990-1991, the peoples

    of

    ali the Soviet successor states placed increas

    ing emphasis on survival values, and sorne

    placed increasing emphasis on traditional

    values as well.

    The pattern underlying these shifts was not

    random. Our thesis holds that economic de

    velopment promotes secular and self-expres

    sion values, while economic collapse will

    push in the opposite direction. Thus, most of

    the societies that show a retrograde move

    ment are ex-Communist societies, reacting to

    the collapse of their economic, social, and

    political systems. During the time period for

    which we have data, the publics of ali 20 ad

    vanced industrial societies (Australia, Bel

    gium, Canada, Finland, France, East Ger

    many, West Germany, Great Britain, lceland,

    Ireland, Northern Ireland, South Korea, Italy,

    Japan, Netherlands, Norway, Spain, Sweden,

    Switzerland, and the United States) increas

    ingly emphasized self-expression values.

    Most of these societies (60 percent of them)

    also moved toward secular/rational values,

    but the pattern was mixed.

    Two

    contrasting

    trends are found in advanced industrial soci

    eties: Established religious institutions are

    losing the allegiance of their followers, but

    there is a growing interest in spiritual con

    cerns at the individual leve .

    The ex-Communist societies fall into two

    groups: those that experienced economic and

    social collapse, and those that made a suc

    cessful transition to market economies. Ali of

    the

    Soviet

    succes sor states fall in to the

    former group. Among the societies for which

    we have time-series data, Russia, Belarus,

    Estonia, Latvia, and Lithuania ali experi

    enced economic decline during the 1990s,

    showing

    an

    average neg tive growth rate of

    5

    .8

    percent from 1990 to 1997.

    Another

    group of ex-Communist countries-China

    Hungary, Poland, and Slovenia-showed

    positive growth rates, averaging 4.0 percent

    during this period. Ali five societies that ex

    perienced economic collapse shifted toward

    an increasing emphasis on survival values,

    while three

    of

    the four publics that experi

    enced economic growth shifted in the oppo

    site direction. Similarly, among the former

    group, only two shifted toward increasingly

    secular-rational values, while among the lat

    ter group, three out of four did so.

    The trend toward modern values is not ir

    reversible. While this seems to be the pre

    vailing trend among industrialized societies,

    the combination of economic, political, and

    social collapse that afflicted the former So

    viet Union during the 1980s and 1990s

    clearly reversed this trend, bringing growing

    misery, distrust, rejection

    of

    outgroups, xe

    nophobia, and authoritarian nationalism.

    8

    The eight developing and low-income so

    cieties for which we have time-series data

    show two contrasting patterns: There

    is

    little

    evidence of secularization-only two of the

    eight societies shifted toward the secular-ra

    tional pole (Chile and Mexico); Argentina,

    Brazil, India, Nigeria, South Africa, and Tur

    key do not shift.

    Yet

    most of these societies

    do show sorne movement from survival val

    ues toward self-expression values-only Ni

    geria and South Africa do not.

    Secular-rational values became more wide

    spread in most advanced industrial societies

    8

    The contrasting

    paths

    that different

    types

    of

    societies have taken in recent

    years

    indicates that

    these cultural changes

    do not

    result primarily

    from the emergence of a

    global

    communications

    network. Most

    ex-Communist

    societies

    ha

    ve

    been

    exposed to

    Western

    motion pictures, television,

    the Internet,

    and

    a global

    pop

    culture of jeans,

    Coca-Cola, and rock

    music.

    Nevertheless, their

    underlying basic values have been shifting

    in

    the

    opposite direction from other industrial societies.

    While the rise of a global communications net

    work is

    importan ,

    an

    even

    more crucial influence

    on

    cultural change is

    whether

    people experience

    secure socioeconomic

    environments in their

    daily

    lives. Security has been notably absent frorn the

    former

    U.S.S.R.

    during

    the

    last

    decade.

  • 8/19/2019 Modernization, cultural change, and the persistence of traditional values

    24/33

    42

    and most ex-Communist societies--except

    the Soviet successor

    states-but

    in only two

    of

    the developing and low income societies.

    Self-expression values became more wide

    spread in all advanced industrial societies

    and in most other societies, but in none

    of

    the Soviet successor states. These findings

    suggest that rising security tends to produce

    a shift toward secular values and tolerance,

    trust, subjective well-being, and a post

    materialist outlook, while social and eco

    nomic collapse propel a society in the oppo

    site direction. Most societies have experi

    enced economic growth during the last two

    centuries, but since about 1980 the Soviet

    successor states have not. However, the col

    lapse of Communism was a onetime histori

    cal event and in the long run these societies

    will probably reestablish economic growth,

    as several ex-Communist countries already

    have done.

    f they do, we predict that they

    will move toward modero and postindustrial

    values in the new míllennium.

    VALUE DIFFERENCES A CROSS

    BIRTH COHORTS

    The basic values of these publics showed

    complex but systematic shifts during the

    years from 1981-1982 to 1995-1998. How

    ever, from the perspective of modemization,

    this 17-year span is all too brief. An analysis

    of the value differences between generations

    may provide insight into value changes over

    a much longer period.

    A large body

    of

    evidence indicates that the

    basic values of individuals are largely fixed

    by the time they reach adulthood (Baker,

    Dalton,

    and Hildebrandt 1981; Inglehart

    1977, 1997; Rokeach 1968, 1973). As

    Schuman and Scott (1989) argue, generations

    have "collective memories," imprinted in

    adolescence and early adulthood, that persist

    throughout the life cycle. Thus, we expect

    to

    find substantial differences between the val

    ues of the young and the old in societies that

    have experienced a rising sense of security

    (lnglehart 1997:45-47). Theoretically, rising

    levels of existential security are the key fac

    tor underlying intergenerational value

    change. During the twentieth century, the

    formative experiences

    of

    the younger genera

    tions

    in

    industrial societies have differed

    from those of older ones-survival has be-