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Item Open Access Editorial Vol. 11 (2021) : Introduction: Planning theories from 'southern turn' to 'deeply rooted/situated in the South/context' A project in the making(AESOP, 2021) Mukhopadhyay, Chandrima; Hammami, Feras; Watson, VanessaOver the years a growing number of planning and urban theorists located in, or writing on, planning and urban theories in the global South have argued that theories emerged on the basis of assumptions within a northern context that do not ‘fit’ or are not applicable in global South contexts (Rao 2006; Ferguson 2006; Watson 2009; Roy 2009; Myers 2011; Parnell and Robinson 2012). Hence, they maintain, there is a need to rethink the northern bias in planning and urban theory and to develop new concepts, ideas, vocabularies and practices from southern perspectives. McFarlane (2008) uses the term ‘southern turn’ in urban studies, while arguing that productive comparisons across contexts constitute an epistemological transformation in urban theory. He uses the term ‘urban shadow’ to explain how southern cities are considered marginal and on the ‘edges’ of a predominantly Euro-American oriented urban theory canon (McFarlane 2004; 2008). Rao dwells on Amin & Thirft’s (2002) Cities: Reimagining the Urban to develop her ‘slum as theory’ wherein she critically reflects on the dominant discourses that inform and guide planning and urban theory. In 2009, Watson (2009), a scholar based in the South, introduced the idea of ‘seeing from the south’ to explain the need for context-rooted theory development. Yiftachel (2006) introduced a South-Eastern approach instead to break the binary of North-South and East-West. Roy (2009) calls for new geographies of ‘imagination and epistemologies’, as dominant theorizations are based on Euro-American experience, and are unable to capture the grounded reality of the global South.Item Open Access Generative pedagogies from and for the social production of habitat : Learning from HIC-AL School of grassroots urbanism(AESOP, 2021) Weesley, Julia; Allen, Adriana; Zárate, Lorena; Silvia Emanuelli, MaríaRe-thinking dominant epistemological assumptions of the urban in the global South implies recognising the role of grassroots networks in challenging epistemic injustices through the co-production of multiple saberes and haceres for more just and inclusive cities. This paper examines the pedagogies of such networks by focusing on the experiences nurtured within Habitat International Coalition in Latin America (HIC-AL), identified as a ‘School of Grassroots Urbanism’ (Escuela de Urbanismo Popular). Although HIC-AL follows foremost activist rather than educational objectives, members of HIC-AL identify and value their practices as a ‘School’, whose diverse pedagogic logics and epistemological arguments are examined in this paper. The analysis builds upon a series of in-depth interviews, document reviews and participant observation with HIC-AL member organisations and allied grassroots networks. The discussion explores how the values and principles emanating from a long history of popular education and popular urbanism in the region are articulated through situated pedagogies of resistance and transformation, which in turn enable generative learning from and for the social production of habitat.Item Open Access Rooting metropolitan planning in critical theory and participatory practices : A university planning experience in Belo Horizonte, Brazil(AESOP, 2021) Costa, Geraldo; Costa, Heroisa; Monte-Mór, RobertoThe paper aims at contributing to the discussion about planning theory and participatory practices in the Global South by focusing on a planning experience for the Belo Horizonte Metropolitan Region, Minas Gerais State, Brazil, led by faculty, researchers and students at the Universidade Federal de Minas Gerais, between 2009 and 2019. The initiative unveils the University autonomy in designing and carrying out the metropolitan analyses and planning proposals, in adopting theoretical principles and methodologies and, in developing an outreach programme tightly linked to education and research, resulting in significant improvements in planning education, innovations in planning methodology and the potential for rooting radical planning practices in the metropolitan context. First, objects and subjects of the experience are introduced, together with the three phases of the process: the drafting of a metropolitan plan known as the Integrated Development Master Plan for the RMBH; the Metropolitan Macro-Zoning; and the review of municipal Master Plans within RMBH. Secondly, the trajectory and influences of Brazilian urban and metropolitan planning are reviewed to the extent that they fed into the experience. The discussion of municipal planning processes leads to an assessment of the experience’s main achievements. The concluding section offers some thoughts on rooting metropolitan and urban planning in critical theory and participatory practices, as a means to contribute to discussions of planning practices in the Global South.Item Open Access A Lacanian understanding of the southern planning theorists' identification under the hegemony of western philosophy(AESOP, 2021) Mohammadzadeh, MohsenAs a planning theorist who has studied and taught planning theory in the Global South and North, I grapple with the question - "What does planning theory mean in the Global South?" To answer this question, I ontologically investigate the meaning of Southern planning theory based on a Lacanian approach. Drawing on the Lacanian theory of human subjectivity, this article explains how planning theorists’ identities are constituted through their interactions within academia. Lacanian discourse theory assists in exploring how most Southern planning theorists adopt, internalise, and use hegemonic Western philosophy, ideas, and discourses as the only accepted mechanism of truth. Consequently, this process profoundly alienates Southern planning theorists from their local context, as they often devalue, overlook, and neglect non-Western beliefs, ideas, knowledge, and philosophy. I argue that although the number of Southern planning theorists has increased during the last decades, non-Western philosophy is seldom utilised as the core of their critical studies. Based on the Lacanian discourse theory, I show that they mostly remain in the hegemonic mechanism of knowledge production that is embedded in the colonial era.Item Open Access Inclusion in urban environmental governance of small and intermediary cities of the global South(AESOP, 2021) Adelina, Charrlotte; Archer, Diane; Johnson, Oliver; Otieno Opiyo, RomanusUrban sustainability is governed beyond the urban scale through trans-local networks and assemblages of actors and institutions. There is an emerging field of interest that aims to understand the outcomes of urban sustainability interventions, both from the environmental and social equity perspectives. This paper contributes to the literature on governing urban environmental sustainability transitions, with a distinct focus on small and intermediary cities of the global South. Actors in cities of the global South are adopting a variety of ways towards achieving urban sustainability transitions in the realm of disaster risk reduction, adaptation building, greenhouse gas emission reduction, and natural resource management. Our paper employs an analytical framework derived from Bai et. al. (2010) to chart the actors, drivers, finances, barriers, and the inclusivity and sustainability outcomes in seven interventions led by different actors. Five of the cases are drawn extensively from literature, while two case studies reflect on our primary engagement in the cities of Nakuru in Kenya and Udon Thani in Thailand. We find that the actors leading and financing the projects and the drivers of the intervention can explain differential outcomes in the inclusion processes and the framing of environmental solutions. We then delineate the opportunities and barriers to achieve multi-level governance approaches that are relevant to planning transformations in the South.Item Open Access Legacies of mistrust : Why colonial imprints on the implementation of fiscal reforms in Mozambique and Mexico matter(AESOP, 2021) Carolini, Gabriella Y.; Lynn Hess, SarraNational authorities across Latin America and Sub-Saharan Africa have implemented various forms of fiscal decentralization over the past three decades with equivocal results. The design of such reforms has long rested on theories based on the experiences of high-income countries’ efforts at increasing local autonomy, accountability, and basic service efficiencies. Critics of the global advocacy for fiscal decentralization, however, point to several challenges with its implementation across diverse political economies that differ significantly from those in high-income environments. Nonetheless, these critiques often obscure the impact that colonial regimes and their legacies have on current efforts to fiscally decentralize. In two post-colonial environments where fiscal decentralization projects have unrolled, namely Mozambique and Mexico, we show how colonial imprints remain critical to understanding efforts at fiscal decentralization. Our focus in these cases is on how race-based caste systems introduced under colonial administrations fed the development and evolution of dual governance systems across spaces and peoples that bred mistrust between residents, local authorities and central authorities. We argue that the conflicting rationales in evidence between stakeholders involved in fiscal decentralization projects today are rooted in the social mistrust and power struggles born from these colonial experiences. In conclusion, we contend that fiscal decentralization reforms must explicitly grapple with these spatialized and racialized legacies of mistrust and the diverse rationalities guiding stakeholders in both the design and evaluation of public policies meant to strengthen local autonomy, transparency, and efficiencies.Item Open Access Infrastructural insurgency : Constructing situated data at Brazil’s urban periphery(AESOP, 2021) Stiphany, KristineThis paper focuses on how insurgencies are continually recast in parallel to State-led redevelopment or 'upgrading'. It brings attention to communities that shape and are reshaped by inclusion of data in processes through which citizens participate in city-making. Drawing on a comparative case study of intensively upgraded informal settlements in São Paulo, Brazil, findings show that data-based insurgencies have been forged from prior collective action. The resultant co-created or situated data challenge the State’s legitimacy as sole arbiter of informal settlement representation and infrastructure transformation in cities. In this context, the term infrastructural insurgency is proposed as a way that socio-material agencies iterate over time and in space, and to stimulate discourse about the future of upgrading. It reflects on which interactions between data and redevelopment can inform planning in post-redevelopment conditions across global south.Item Open Access Retrofitting, repurposing and re-placing A multi-media exploration of occupation in Cape Town, South Africa(AESOP, 2021) Rose Cirolia, Liza; Ngwenya, Nobukhosi; Christianson, Barry; Scheba, SurayaThe vast majority of city planning literature on informal occupations has focused on how residents occupy vacant and peripheral land, developing informal structures to address their basic needs. A smaller body of work, but one with much purchase in South Africa, explores the informal occupation of existing formal structures and how residents infuse these emergent places with social and political meaning. Across this work, occupations represent a dominant mode of city-building in the Global South. Contributing to this debate on city-making and occupations, this paper departs from an unusual case of South African occupation. We explore how displaced people have occupied a multi-storey vacant hospital building situated close to Cape Town’s city centre. Using documentary photography and interviews with residents, we argue that this occupation reflects a logic of ‘retrofit city-making’. We show that, through processes of repairing, repurposing, and renovating, dwellers have retrofit an institutional building, previously designed by the state for a very different use, to meet their needs and desires. As cities become more densely built and vacant land more peripheral or scarce, the retrofit of underutilised buildings, particularly through bottom-up actions such as occupation, will become an increasingly important mode of urban development. Not only are the practices of material transformation useful to understand, so too are the ways in which occupations reflect significantly more than simply survivalist strategies, but also care and meaning-making.Item Open Access Housing systems in the Global South : The relevance of the ‘social housing’ approach in meeting housing needs(AESOP, 2021) Vaziri Zadeh, Alireza; Moulaert, Frank; Cameron, StuartThis paper addresses the problem of accessing decent and affordable housing in the Global South, where the housing need is, in general, more problematic than in the Global North. The paper first identifies five distinctive characteristics of housing systems in the Global South as compared to those in the Global North. These include: (a) the diverse facets of global financialization; (b) the role of the developmentalist state; (c) the importance of informality; (d) the decisive role of the family; and (e) the rudimentary welfare systems. Given these features, the paper reflects on the concept and practices of social housing, particularly their appropriateness to deal with the housing problem in the Global South. The paper then addresses the question of whether the social housing approach is relevant for solving the contemporary housing needs in the Global South. It argues that social housing, redefined to better encompass the distinctive characteristics of housing systems in the Global South, is indeed a useful policy approach and can play a decisive role in satisfying unmet housing needs. Such an approach needs to take into account the great role of informality and family support systems and develop appropriate funding instruments and modes of institutionalization protecting housing rights and the quality of life.Item Open Access Gentrifying the Brazilian city? Convergences and divergences in urban studies(AESOP, 2021) Toneli Siqueira, MarinaThere is a growing number of processes in Brazilian cities that have been identified as gentrification. However, the classic definition of gentrification as a process of transformation of existing urban housing stocks by new homeowners with a higher socio-economic profile poses challenges to understand recent empirical data coming from Brazil and the Global South more generally. Instead of dismissing them as deviant cases, this paper challenges the Northern empirical foundations of gentrification theory and calls for a new methodological approach to both classic and new cases that take into consideration its contextualization. This new framework for gentrification research is based on necessary dimensions that identify the production of gentrifiable space as the initial condition to the process of socioeconomic change with displacement in which built-environment upgrades constitute one of its most visible feature. These dimensions are present in each and every case, bounding the concept and operationalizing research, while local mediating forces make gentrification context-specific. Therefore, urban studies on gentrification. Should understand and explore the nature of these differences, in a return to in-depth studies and empirical research, opening spaces for de-centering positions and building theory from multiple positionalities.