Tourism as a development strategy in the Third World

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Tourism as a development strategy in the Third World

INTRODUCTION AND DEFINITIONS

1.1 - INTRODUCTION

International tourism is playing an increasingly important role in the world economy, and is progressively being adopted by many Third World countries striving for development. Faced with the severe restrictions of underdevelopment, the decision to encourage tourism is being made more and more by Third World governments. In studying the wide ramifications tourism has on the areas and people concerned, it is feasible to analyze its success in the Third World as a development strategy. As a relatively new phenomenon, the literature is continually expanding, as more areas of this field are developed and more studies are carried out.

        The aims of this piece of work therefore, are to study the growth of tourism as a means of development in the Third World, considering current literature; to study the ways in which the chosen case study of Oaxaca State, Mexico is approaching its rapidly growing tourist industry; to collect information on tourism in Oaxaca, both in and out of the field; to analyze the information in a suitable way so as to ascertain if tourism is the best agent for development for Oaxaca, and hence the Third World.

        My choice to carry out a dissertation on an aspect of Third World development was made as this is where my main interests lie within geography and it would very much complement other courses. My choice of Mexico came about due to my knowledge of Spanish and also due to a useful contact I had in Oaxaca. In addition to this, I am very interested in this increased pattern of tourism as a strategy for development in the Third World.

        Chapter 2 will introduce tourism as an global industry and indicate its growing importance in Third World countries. With reference to the current literature in this field, the economic, social and environmental impacts of tourism on these countries will be discussed, which form the basis of any discussion on successes or failures in the industry. In Chapter 3, the methodologies are laid out, leading into Chapter 4, the case study. After a brief introduction to Oaxaca State, tourism in two specific regions is described, establishing the methods used to attract tourists. In Chapter 5, an attempt is made to determine the successes of these methods, and finally in Chapter 6, a conclusion is sought as to whether tourism is a legitimate strategy for development, in Oaxaca and hence in the Third World.

        1.2 - DEFINITIONS

A few clarifications are first necessary, as words or concepts, such as tourism, Third World and development, are often taken for granted but can, however be defined in various different ways depending on the context in which they are used.

Tourism is generally understood as a temporary, voluntary movement of people, travelling to a chosen destination outside of their normal places of work and residence for pleasure, business or education (fundamentally pleasure). The trip is a non-recurrent round-trip, the duration ranging between a few days and a year.

        The concept of the Third World also causes confusion. Since the 1950's, the term has been used to define,

"...those nations apparently outside the First (advanced-capitalist) and Second (state-socialist) Worlds. `Third World' is a loose term which is frequently used even more loosely to denote underdeveloped countries...especially those in Latin America, Africa and Asia." (Johnston, 1994, p. 623)

In this study, this definition is satisfactory, although it must not be ignored that this characterisation is no longer so simple, with the emergence of Newly Industrialising Countries (NIC's) and the dynamism of the global economic order. The notion of the Third World implies separation between the different Worlds and between countries, but such clear-cut boundaries are misleading; even on a smaller, say national scale, such divisions are not so straightforward. Thus, however ambiguous a definition, the term `Third World' is used as a euphemism for the Developing World, the Less Developed Countries (LDC's), those portraying many characteristics of poverty, debt, hunger, malnutrition, poorly developed economies, low levels of education, high percentage of rural agriculture, rapid urban growth and high population growth.

        Finally, a more in depth consideration is necessary to determine the, "most slippery concept of all," (Lea, 1988, p. 4) that is the notion of development. The focus of this work is `tourism as a strategy for development', thus it is essential to define development, in order to determine whether tourism is achieving this developed state that it's supposedly striving for. No single term can define absolutely the developmental condition of a country or region, since it is a complex economic, social and political phenomenon.

        The conceptual meaning of development has been fragmented and re-defined for over a century and still displays ambiguity and causes confusion. From environmental determinism and development being fundamentally evolutionary in the nineteenth century, to the theories of modernisation being the paradigm of the mid-twentieth century. This conviction was that the apex of development was the Western lifestyle, that development was copying and catching up with the West.

        The 1960's saw the advancement of the theories of underdevelopment, built on Marxist thought that imperialism, as a result of the capitalist system, causes a concentration and centralisation of capital and therefore uneven development in the world. Expanding on this, Andre Gunder Frank in his Theory of Third World Dependency, believed that the development of the Third World countries would only be possible if they disconnected from the global economy and pursued their own national strategies of import-substitution, in order to meet local needs from local resources, and in turn break the chain of interdependency.

        Since the 1970's, the ideas of these theorists of development have been, "refined, revised and in many cases, rejected, " (Corbridge, 1991 p. 17), but all different views tend to be accepted as paradigms of their generations. In current studies, the whole issue of development in the Third World seems to deal out less blame; to generalize less about whole regions, move away from grand theories, considering specific problems in specific places; not to reject the idea of core-periphery co-operation and not to ignore capitalist development as a possibility in some areas of the Third World.

        This new outlook is altering the meaning of development to the academic and the criteria by which development is defined. The dominating view in the past, was that development was synonymous with economic development. This idea has been updated and many other aspects are now considered as essential for development. The World Development Report (1991) defines development as,

"...a sustainable increase in living standards that encompass material consumption, education, health and environmental protection. " (p. 31)

Currently, it is being considered in a broader sense and there is a tendency to include other important and related aspects, such as,

"...more equality of opportunity, political freedom and civil liberties. The overall goal of development is therefore to increase the economic, political and civil rights of all people across gender, ethnic groups, religions, races, regions and countries." (World Development Report, 1991, p.31)

In short, definitions of development today encompass a wider range of social and environmental criteria, as well as economic.

        It is evident therefore, that the whole concept of development, with its definitions, theoretical approaches and indicators in the past and present, is a complex and ambiguous field of study, one large enough itself to comprise an entire dissertation. However, in this context, it will be taken for granted that the Third World aspires to develop, economically and socially, (although this in itself is a contentious issue) and an attempt will be made later on, to determine whether tourism is a successful agent in this process for the Third World, and specifically Oaxaca State, Mexico.

        CONTEMPORARY LITERARY REVIEW

2.1 - INTERNATIONAL TOURISM

International tourism is a growing global business. In general, people in the Developed World have more leisure time and disposable income at hand, so more people are travelling. Tourism is now the third largest item in world trade (Harrison, 1994, p. 232) and is distinguishable from other industries for a number of reasons. Firstly, it is an invisible export industry where there is no tangible product, and the consumer personally collects the product from the place of production. As a result, no direct transportation costs exist outside the destination's boundaries, except where transportation is owned by the destination, which is rare due to the importance of Transnational Corporations (TNC's) and international airlines. Secondly, the destination areas require the provision of goods and services necessary in the industry, such as the relevant infrastructure and retail functions. Thirdly, tourism is integrated into other parts of the economy directly, through hotels, restaurants, etc. and indirectly, through tax revenues and an expansion in community services, for example. Finally, tourism is a very unstable export - it is very influenced by unforeseen external events, such as climatic events, natural disasters, political unrest, or changes in international currency rates. This volatility means potential visitors are quick to abandon formerly popular destinations because of threats to health and safety, such as Beirut and Greece or more recently India, Turkey or Japan; also people's diverse expectations means the likelihood of people only visiting a destination once; and finally its seasonal variation means sufficient income must be earned during the high season to sustain the low season.

        2.2 - TOURISM IN THE THIRD WORLD

Turner (1976) has described international tourism as,

"...the most promising, complex and under-studied industry impinging on the Third World." (p. 253)

Tourism in developing countries is a relatively new activity and it is only since the late 1960's that the industry has appeared alongside other, more traditional activities, in the literature, as a process of development. Krause & Jud (1973) see, "...mankind's unending search for exotic and colorful (sic) places," (p. ix) as a powerful lure to developing countries.

        Turner identifies the pleasure periphery as a band of host countries,

"...stretching from Mexico, through Florida and the Caribbean, to the Mediterranean; from Beirut through East Africa, the Seychelles, and India to Bali and Bangkok in South East Asia; through Pacific Islands like Fiji, Tahiti and Hawaii, back to Southern California and Mexico." (1976, p.253)

The tourism in this band is not just confined to these regions and the belt affected is always expanding. As more of Latin America, Africa and Asia are attracting more visitors; more impoverished regions are turning to tourism as a primary path to development; more leisure time and income are becoming available; a reduction in the price of long haul flights; and `mankind' continues to discover new destinations.

        It was in the 1950's and 1960's, that a number of LDC's, such as Greece, Spain and Mexico, as well as several East African and South East Asian destinations became popular with travellers. In the 1970's, more competition between destinations meant the growth of tourism elsewhere, in North Africa, the Far East and islands in the Caribbean and the Seychelles. Despite the oil crisis and rise in air transport prices in the early 1970's, and hence the slump in the world economy, international tourism as an industry has been gradually establishing itself worldwide.

        Industrialisation is commonly considered the most successful means for development. However, many LDC's are limited by various factors, such as small domestic markets, barriers to an increase in exports of manufactured goods and a scarcity of foreign-exchange earnings for industrial expansion. Hence, as a result of slow or no progress, alternative means to development are being sought. Faced with rapid population growth, high unemployment, an uneven distribution of property, land and incomes, dependence upon agriculture for income and occupation, tourism is seen as the ideal solution for the Third World.

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        2.3 - IMPACTS OF TOURISM

These can be divided into economic, social/cultural and environmental/physical. Initially, the most important aspect to Third World governments, when making decisions on tourist development, is its economic impacts. However, since the 1970's, work has moved further and many studies have shown a veer towards not simply explaining the location and characteristics of this international tourism, but also the extent to which its ramifications affect the areas and people concerned, economically, socially and physically.

        ECONOMIC IMPACTS

Predominantly, it is the economic benefits that are more conspicuous and have been the focus of most earlier work (Pearce, ...

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