Abstract
Son preference prevails among Indian families. We test the hypothesis that women who bear sons experience an elevated status within the household, which translates into their increased role in decision-making. Using data from the Indian Human Development Survey, we find that women who have given birth to at least one son show greater participation in the household’s financial decisions as well as other decisions on a regular basis. After analysing 13 decision variables, we find that women who have given birth to at least one son enjoy higher overall bargaining power in the household. For example, in decisions concerning what to spend money on, having a son is equivalent to 6 years of formal education. We also show that the presence of a senior member in the household, however, often reduces the women’s household bargaining strength.
Introduction
The declining sex ratio (defined as the number of females per 1,000 males) and a strong son preference in most families (implying a general belief that sons are more valuable as offspring than daughters) in India are some of the most discussed topics in social science forums. The existence of a strong son preference in Indian society was empirically established (Arnold et al., 1996; Bhat & Xavier, 2003; Miller, 1981). Researchers have attributed cultural, economic, religious and social reasons to this strong son preference among Indian households (Bardhan, 1974; Basu, 1989; Miller, 1981; Sen, 1992; Sen & Sengupta, 1983).
This article tests whether giving birth to at least one son translates into empowerment for women in Indian households. Our hypothesis is that given the strong son preference in India, women who have sons are more likely to enjoy greater bargaining power in family matters, ranging from basic meal preparation to complex financial decisions. In addition, women with sons enjoy more respect from the elders of the household, especially in a joint family set-up, which is still prevalent in Indian society. 1 In this article we attempt to identify and quantify the preferential treatment given to women who have given birth to at least one son by examining an Indian data set at the family level. The household bargaining literature is relatively new. Recently Li and Wu (2011) established a connection between the issues of son preference and the overall bargaining strength enjoyed by women with sons using the data from China. Our literature review will focus more on India, in which a strong son preference, the dowry system, joint family system, caste and religion all play important roles.
The remainder of this article is organised as follows. Section II reviews the existing literature. Section III describes our data. Section IV discusses the econometric specifications. Our main empirical results are presented in Section V. Section VI concludes the article.
Literature Review
The reasons for son preference vary across different societies and are determined by diverse factors including geographical location, economic situation and religious beliefs and customs. The relationship between the economic well-being of a family and family size has been examined since as far back as the early theoretical work by Malthus. Similarly, Easter Boserup’s conceptual elaboration of the ‘economies of female survival’ argues that the nature of women’s participation in the labour force determines the extent of discrimination. In other words, the role of women’s labour, when translated from the domain of invisibility (household) to a visible economic role (participation in the labour force as an economic agent), establishes the socio-economic worth of her existence. However, this possibility of increased participation of women in the workforce gets sidelined when sociocultural beliefs dominate an economic rationale. A daughter is considered as a double loss in India, since the investment in her upbringing and education benefits the family that she is going to be married into more than the family in which she was born, coupled with the expenditure on her dowry that has to be incurred by her family (Basu, 1992). Investment in girls depends heavily on the economic condition of the family (Bhalotra, 2009). In India, sons, on attaining adulthood, are expected to provide economic support for their parents (Das, 1984; Lahiri, 1984; Miller, 1981; Operations Research Group 1990). In contrast, daughters represent a substantial economic burden in places where their parents are expected to provide a dowry to the families into which they marry. The other social order argument is that sons would assist the family financially through their earnings during their parents’ old age (Rangamuthia et al., 1997). Ethnographic evidences also suggest that scores of rituals that are considered to be essential for successful family life are performed by males, from birth to the lighting of the funeral pyre. Some other scholars have also suggested that the economic constraints of managing a family, coupled with the prevalence of the patriarchal system of Indian society, are the main reasons for this manifested gender bias (Agnihotri, 1996; Kishore, 1993). Also, regions with fertile land and heavy reliance on agriculture are more likely to exhibit a strong son preference, since having a male child is more beneficial and productive than a female child for families who have to undertake labour-intensive work in the fields.
Another important determinant of son preference pertains to the dowry that has to be paid at the time of a daughter’s marriage. Most families in India, especially in north India, follow the practice of dowry. Among some castes and communities, the amount of the dowry to be paid is quite substantial, often exceeding the average lifetime household income of agricultural labourers. Although the practice of dowry is illegal in India, it is still widely prevalent in the society, particularly in Hindu marriages. Hindus are usually rigid about having marriages in the same caste. The practice of dowry is especially important in marriages when women are married to wealthier men within the same caste group (Caldwell et al., 1983). Dowry can be seen as economic compensation made by the bride’s father to the groom’s family for accepting the girl in their household (Rao, 1993). The practice of dowry is, however, not so prevalent among the Muslims.
Another important determinant that plays an important role in fuelling the son preference in Indian society is religion. In India, there are two major religious groups, Hindus, who constitute around 80% of the total population, and Muslims, comprising around 13.4% of the total population of India (Census, 2001). Also, the fertility rate among Hindus is 2.59 while it is 3.4 among Muslims (NFHS-3, 2007). There are many explanations for this large difference in fertility among the two groups. The most commonly cited reason among scholars is the difference in contraceptive use, pregnancy termination methods and son preference (Iyer & Borooah, 2004). The use of contraceptives is very low among Muslims compared to other religious groups. It is estimated that only 37% of the Muslims use contraception as opposed to 49% among Hindus (International Institute for Population Sciences and ORC Macro International, 2000). This is because popular perceived religious notions among Muslims prohibit them from using contraception and terminating pregnancy, though some scholars have argued that the Muslim religion does allow birth control (Sikand, 1993). Even though there are differences in the fertility rate among the two religious groups, both religions directly or indirectly preach son preference. This is because, in both religions, the last rites of a person after his/her death are always performed by sons and women are not allowed to participate in any of these rituals (in most cases, they are not even allowed to enter the burial or cremation sites). Therefore, it is considered inauspicious and even a curse on a family if there is no boy in the family to perform the last rites of his elders. It is because of these retrograde practices that even religious leaders and priests offer newly wedded couples blessings for having sons.
The fertility rate in India has consistently declined over the last 15 years, though it is still quite high, mainly due to awareness drives initiated by the government, civil societies and NGOs. Unlike China, India has no family planning laws but only awareness drives to achieve population control. Alarmingly, however, the combination of a declining fertility rate and a strong son preference leads to another disastrous situation for not only the country but the Indian subcontinent as a whole – the declining sex ratio. Some researchers have linked the declining sex ratio with the government’s policy of propagating a two-child norm (Visaria et al., 2006). This norm has been introduced to help stabilise the population through a reduction in the fertility rate of the country. Nevertheless, this government policy, accompanied by the advent of modernisation and the consequent urbanisation and preference for the nuclear family system, has failed to reduce the age-old son preference in the country (Das, 1987; Kulkarni, 1999; Malhotra et al., 1995). According to a study conducted in one of the prosperous states of India, namely, Punjab, by Das Gupta (1987), when the size of the family in the popular social construct was large, the preference for a son was latent. However, the recent trend of promoting a small nuclear family and the consequent decline in fertility rates have obviously led to shrinking of the family size, which has brought the son preference to the forefront and consequently adversely affected the birth rate of girls, thereby leading to a drastic fall in the sex ratio. A few other regional studies also suggest that the cohort sex ratio at birth is masculine in some parts of country, particularly in northern and western India. After the introduction of sex determination technology and the selective abortion of girl babies, that is, the practice of female foeticide, advertisements began to appear on the walls of big and small cities by private doctors practicing such tests claiming, ‘Pay ₹500 (US$ 10) today rather than ₹500,000 (US$ 10,000) later.’ These attractive advertisements were specifically targeted at prospective families that would choose to abort the female foetus in order to avoid having to incur expenditure on dowry later (Mazumdar, 1994).
It is estimated that this epidemic (female foeticide) has cost more than 100million female lives all over the world (Sen, 1990) and around 35–37million lives in India alone (Dreze & Sen, 1996). A majority of the developed countries have a sex ratio in favour of girls. For instance, in the United States and Europe, there are 1,050 females per 1,000 males, whereas in India, there are just 933 females per 1,000 males (Census, 2001). At the regional level, many states present an even sorrier picture. States like Haryana and Punjab, two of the relatively rich states in India, for example, have less than 900 females per 1,000 males.
Das Gupta and Bhat (1997) examine the changes in juvenile sex ratios (0–4 years), the mortality sex ratio and fertility rates for the period of 1981–1991. They conclude that during the period of declining fertility in India, parents were not substituting prenatal for postnatal discrimination against girls but were actually combining these two strategies. The bias towards a male child in India thus appears to be intensifying. Some other researchers suggest that the low autonomy among women combined with strong son preference is the major factor responsible for the sustained decline in fertility, rise in neglect of girls and female infanticide in India (Basu, 1992; Das, 1987; Dreze & Murthi, 2001; Dyson & Moore, 1983; Kulkarni, 1999). This can be attributed to the existing sociocultural order in the country, which considers women inferior to men in the society. Sen (1990) introduced the concept of ‘missing women’, forcefully raising the concern for the missing girl children in the public domain at the international level. Subsequently, a UNEPA Report entitled ‘India Toward Population and Development Goal’ points out that 48million women were actually ‘missing’ in India. According to this report, 40–50million girls have gone missing in India since 1901, missing either because they were not allowed to be born or, if born, were killed immediately thereafter.
Although women in India have traditionally not been empowered enough to make major decisions independently, the social norms have evolved recently. The entry of women into the labour market and their heightened awareness about their rights brought significant changes. Women now not only participate in family matters to a much larger extent than before, but are at times even equally responsible for major decision-making at the household level. Anecdotal evidence suggests that women who have given birth to son(s) are treated better than those women who have not, even within the same household for the reasons discussed above. Earlier studies have claimed that women’s relative bargaining power in the household is generally dependent upon many factors such as income from employment (Folbre, 1984; Thomas, 1990), the amount of dowry that a woman brings to the household at the time of marriage (Zhang & Chan, 1999), and the assets held by the individual (Brown, 2009). However, it is difficult to distinguish the income effect from the bargaining effect for women (Behrman, 1997).
Studies on the role of women in terms of financial decisions for the household have confirmed that women are more sensitive to the needs of households than their personal needs when asked to make household decisions (Ashraf, 2009). Similarly, in the Philippines, women tend to commit to depositing more savings in joint accounts than to receive personal goods (Ashraf, 2009). Women also prefer to spend more on health and education than their husbands when asked to make these decisions (Thomas, 1990). Overall, these studies indicate that women are good managers and use the household resources efficiently.
While women’s income, the assets owned by them, and the dowry that they bring into the household are important determinants of the power enjoyed by them in the household, this is not all. Income-related measures have endogeneity issues (Li & Wu, 2011). Dowry and assets often affect the current consumption factor and cannot be treated as permanent and certainly not as the only factors. Li and Wu (2011) have proposed women’s contribution to the next generation as exogenous determinants which can influence her bargaining power in the household. They argue that given the strong son preference in China, women giving births to sons are more likely to have a greater say in the household and would be given preferential treatment over women without sons.
Youssef (1978) reports that a woman’s status is enhanced by marriage and children, which improves her bargaining position in the household. In a society characterised by a strong son preference, women not only acquire a superior status after giving birth to a son, but their sons also clearly act as protective shields or a sort of insurance against the threat of divorce or abandonment by their husbands. Given this argument, it is obvious that women themselves would also exhibit a high degree of son preference along with the other household members. It is for this reason that women are expected to continue their childbearing activities throughout their reproductive years to fructify the universal desire of giving birth to sons (Youssef, 1978).
Data
This article uses India Human Development Survey (IHDS) data, jointly administered by the University of Maryland and the National Council of Applied Economic Research in India. The IHDS is a nationally representative survey of 41,554 households, covering a total of over 215,000 individuals. The survey includes households from all the 33 states and all Union Territories of India. It covers a wide range of topics and includes health, education, employment status, marriage, gender relations, fertility, income and employment, among other things. The IHDS includes eight data files that can be merged with each other through a unique identifier.
During the course of this study, we have made extensive use of the Education and Health Questionnaire file, which includes a set of questions posed to ever-married women in the age group of 15–50 years. For the purpose of this research, we match data relating to ever-married women with their fertility history. Further, we have only considered women in the age group of 21–50 years for this article, primarily because the legal age of marriage in India is 18 years. The Education and Health Questionnaire has a detailed section on ‘Gender Relations’, wherein ever-married women are asked about their roles in decision-making within the household. For example, ever-married women are asked who in the family decides about the number of children that the couple should have, among other decisions. There are several questions, which explicitly highlight the women’s decision-making role in the household. However, the questions included in the survey are not limited to decisions taken within the household but extend beyond that to measure the overall bargaining strength and position of women in the household. Questions as to whether the respondent has a bank account or any property ownership documents in her name also directly measure the respondent’s position in the household. These responses provide us with direct measurements of women’s bargaining power in the household.
Model
In order to carry out our analysis on the effect of having at least one son on the overall bargaining strength of women in the household, we resort to the following binary dependent variable specification:
Prob (Y = 1) = G (Having son(s), Income, Education, Age, Urban, other covariates),
where Y is the women’s role in the household decision-making process, ‘“Having son(s)’ is a dummy variable indicating whether the woman has at least one son. In this analysis, we are not interested in the number of sons born or the gender of the first-born child simply because in India there is no law to limit the number of children in a family. Families with a strong son preference can keep on trying until they have a son. In the model, we are controlling factors for various individual traits, like the age of the women, education of the ever-married women, the principal occupation of the household, the education level of the head of the household, the presence of senior citizen(s) in the household, rural–urban disparities and variables associated with region, socio-religious group and the income of the household. Most of the variables are self-explanatory. We are controlling for the presence of one or more senior citizen(s) in the household, irrespective of the latter’s gender. We define household member aged 65 or above as senior. As discussed earlier, the joint family system continues to prevail in India. Having a senior member in the family affects the decision-making capabilities of the eligible woman. Similarly, the educational attainment of the head of the household also matters. Women are more empowered in the households where the head of the household is educated. We also include dummy variables for socio-religious groups, taking into account the numerous cultural and religious practices prevalent within various households. A common perception is that the household in which the principal occupation of the members is service (which can also be a proxy for a wealthier and more educated head of the household) accords more freedom to women as compared to the household in which the principal occupation is agricultural labour (proxy for the economically backward class). However, past research has shown conflicting results on the relationship between wealth and son preference among the households (Pande & Malhotra, 2006).
Overall, we have 13 decision variables as the dependent variables for this study, all of which reflect different perspectives of the women’s bargaining strength in the household.
Results
We primarily use the logit model in estimation. We also use the probit model and the linear probability model (Ordinary Least Squares or OLS) for robustness check. The results from logit, probit and OLS are reported in the tables. We have run the regression for all 13 dependent variables.
Summary Statistics: Women with at Least One Son and Women with at Least One Child and No Son.
Summary Statistics: Women with at Least One Son and Women with at Least One Child and No Son.
Women’s Participation in Decision-Making on ‘How Many Children to Have’.
*p < 0.1, **p < 0.05, ***p < 0.01.
Women’s Participation in Decision-Making on ‘What to Spend Money On’.
*p < 0.1, **p < 0.05, ***p < 0.01.
Women’s Participation in Decision-Making on ‘What to Cook on Daily Basis’.
*p < 0.1, **p < 0.05, ***p < 0.01.
Do You Practice Ghungat/Purdah/Pallu?
*p < 0.1, **p < 0.05, ***p < 0.01.
Whether You Do the Food and Vegetables Shopping in Your Household.
*p < 0.1, **p < 0.05, ***p < 0.01.
Do You and Your Husband Sometimes Go Out by Yourselves (or with Children) to Movies, Fair, Restaurants?
*p < 0.1, **p < 0.05, ***p < 0.01.
Whether Permission Is Required to Visit Kirana Shop.
*p < 0.1, **p < 0.05, ***p < 0.01.
Whether Permission Is Required from Husband or Elders in the Household to Visit Friend or Family.
*p < 0.1, **p < 0.05, ***p < 0.01.
Whether Permission Is Required to Visit Local Health Center.
*p < 0.1, **p < 0.05, ***p < 0.01.
Women’s Participation in Decision-Making on ‘What to Do If Child Falls Sick’.
*p < 0.1, **p < 0.05, ***p < 0.01.
Is Your Name on the Ownership or Rental Papers for Your Home?
*p < 0.1, **p < 0.05, ***p < 0.01.
Do You Yourself Have Any Cash in Hand to Spend on Household Expenditures?
*p < 0.1, **p < 0.05, ***p < 0.01.
Is Your Name on Any Bank Account?
*p < 0.1, **p < 0.05, ***p < 0.01.
In this article we tried to empirically investigate the impact of having son(s) on the bargaining power enjoyed by women in their households in the Indian society. We tested the hypothesis whether having son(s) increases the status of women in the household, given the strong son preference in India. We have used various household decisions in this study as dependent variables. We found that a woman with son(s) is more likely to have a significant say in household decisions such as the menus for daily meals and the purchases on which to incur daily expenditures. In addition, such women are also more likely to go for outings and shop more frequently than those without sons. Similarly, these women would have more cash in hand to spend and would have a greater likelihood of having bank accounts in their own names. We also observe that the presence of an older family member in the household is another important variable which determines a woman’s overall bargaining strength in the family. In most of the cases, the overall bargaining power of women diminishes with the presence of senior members in the household. These results raise important questions about the manner in which household resources are allocated among two generations living in the same household. Further, it would also be an interesting exercise to determine the gender of the senior member in the household in order to ascertain whether any power struggle is likely to occur in the household and if so, whether it is between women of the two different generations or just between the two generations, regardless of gender. We will leave this issue for a future study.
Footnotes
Acknowledgement
We would like to thank Sonalde Desai, Amaresh Dubey, Devendra Bajpai, Aditya Gupte as well as conference participants of IHDS User Conference (New Delhi) for their valuable comments and suggestions. The authors have no financial disclosures to make.
Declaration of Conflicting Interests
Funding
The authors received no financial support for the research, authorship and/or publication of this article.
