The Debt-Education Nexus – Lessons from Zimbabwe, Eritrea, South Sudan, and South Africa

Throughout this series, we’ve delved into the intricate relationship between public debt and the right to education, revealing how financial constraints and governance issues can profoundly impact access to adequate education and learning outcomes. Our exploration of Zimbabwe, Eritrea, South Sudan, and South Africa underscores the critical intersection of debt management and educational access, shedding light on how economic policies and fiscal pressures influence the ability of these nations to fulfil their educational commitments.

In Zimbabwe, the legacy of hyperinflation and economic mismanagement has severely impacted the country’s ability to invest in public services, including education. This has been compounded by the significant debt burden which has diverted resources away from essential services, exacerbating an already strained education system. Schools are underfunded, and the quality of education suffers as a result. The scarcity of financial resources has led to inadequate infrastructure, insufficient teacher training, and low enrolment rates, especially in rural areas. This cycle of underinvestment not only hampers the immediate educational prospects of Zimbabwean children but also undermines long-term national development and progressive realization of all rights.

Eritrea presents a unique case where extreme notions of self-reliance and isolation have resulted in tight control over resources, including those allocated for education. The heavy burden of debt and the prioritization of military spending over essential services have further stifled educational opportunities. Compulsory national service disrupts educational trajectories, limiting access to quality education for many young Eritreans. The financial strain and lack of international support have further complicated efforts to improve the educational system, highlighting the need for a rebalancing of resource allocation priorities.

South Africa, though more advanced economically than other African countries with the largest GDP, still grapples with the challenges of balancing debt obligations with the need for substantial investment in education. The legacy of apartheid has left a significant gap in educational equity, with disparities in quality between different regions and socio-economic groups, and along racial lines. While progress has been made in access to education, the ongoing financial pressures, lack of political will, and corruption scandals within state institutions continue to impact the effective allocation of resources and therefore outcomes. The country’s educational system struggles with issues such as overcrowded classrooms and under-resourced schools, reflecting the broader economic challenges faced by the nation.

South Sudan’s situation is particularly dire, where conflict and corruption have led to a significant debt burden that diverts funds away from critical sectors such as education. Despite having substantial oil revenues, the mismanagement of resources and ongoing conflict have created a scenario where educational infrastructure is severely lacking. With a large portion of the population displaced and many schools operating under temporary conditions, the right to education is severely compromised. The allocation of the national budget reflects this imbalance, with only a fraction dedicated to education amidst pressing debt repayment obligations. At the same time, tax evasion and illicit financial flows continue to cripple revenue collection, undermine debt repayment and lead to more indebtedness as the country borrows more money to plug budget deficits.

The convergence of debt and education across all of these countries highlights a crucial lesson: addressing educational deficits requires a comprehensive approach to debt management and governance not just by states but also by lenders. Debt is an unsustainable  financial burden for many countries and as such a critical factor influencing their  ability to invest in their young people’s  future. Effective debt management by both debtors and lenders can free up resources that are essential for enhancing educational infrastructure, improving teacher training, and ensuring that all children have access to quality education. This means debt restructuring including in some cases cancellation for highly indebted countries.

A broader perspective: Extrapolating Lessons to Global Contexts

The experiences of Zimbabwe, Eritrea, South Sudan, and South Africa offer valuable insights for other contexts grappling with the nexus between debt and education. This is in the context of international law frameworks, such as the International Covenant on Economic, Social and Cultural Rights (ICESCR) and standards such as the United Nations’ Sustainable Development Goals (SDGs) and emphasizing the right to education as a fundamental human right and a cornerstone for sustainable development.

Article 13 of the ICESCR, which  has been ratified by all four countries asserts the right of everyone to education and obliges states to ensure its availability, accessibility, acceptability, and adaptability for all without discrimination. These fundamental principles can and should guide nations in designing debt management strategies that prioritize educational investments. For instance, countries experiencing high debt burdens can agree with lenders and adopt policies that safeguard education budgets from severe cuts, ensuring that the right to education is upheld even in times of fiscal strain.

Similarly, the SDGs, particularly Goal 4, call for inclusive and equitable quality education and lifelong learning opportunities for all. Achieving these goals requires a balanced approach to fiscal policy that considers the impact of debt on public services. Nations need to  benefit from international support and debt relief initiatives that align with these goals, ensuring that resources are directed towards critical sectors such as education rather than being consumed by debt servicing.

The case studies also shows that effective debt management strategies should also incorporate measures to combat corruption and ensure transparency,. Transparency International’s Corruption Perceptions Index and other global indicators can serve as benchmarks for assessing the effectiveness of governance and its impact on educational outcomes. By addressing corruption and improving governance, countries can better manage their debt and ensure that educational resources are used efficiently and equitably.

Furthermore, integrating community involvement and stakeholder engagement in budgeting processes can enhance accountability and ensure that educational needs are prioritized. Local communities, educators, and civil society organizations can play a crucial role in advocating for equitable resource allocation and monitoring the impact of debt management on educational outcomes.

In conclusion, the intersection of debt and education reveals a complex landscape where both economic constraints and governance issues can profoundly affect the right to education. The experiences of Zimbabwe, Eritrea, South Sudan, and South Africa illustrate the need for a considered  approach to debt management that considers its impact on public services, especially education. By addressing these challenges with lenders through comprehensive fiscal reforms, robust anti-corruption measures (that include fighting illicit financial flows) and strategic investments in education, nations can work towards a more equitable and prosperous future. The lessons learned from this series serve as a call to action for policymakers, international partners, and civil society to collaborate in ensuring that debt does not undermine the fundamental right to education but instead prioritises sustainable development and social equity.