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Module 02 of 855 min readIntermediate

Institutions — the rules of the game

North's definition, formal vs informal institutions, Acemoglu-Robinson inclusive vs extractive, and the property-rights channel into growth.

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Learning objectives

By the end of this module, you should be able to:

  • 01State North's definition of institutions and distinguish institutions from organisations
  • 02Explain the inclusive–extractive distinction and the property-rights channel into growth
  • 03Reconstruct the colonial-origins identification strategy and its critiques
  • 04Apply institutional analysis to a concrete case (land tenure, the Botswana exception)

If political economy has one master variable, it is institutions. They are why two countries with the same geography, resources, and technology can diverge by a factor of thirty in income per head. This module defines them precisely, sets out the dominant theory of how they shape growth, and confronts the hard problem of proving any of it.

What an institution is

North's definition

Douglass North (1990): institutions are 'the humanly devised constraints that structure political, economic, and social interaction' — the rules of the game. They include formal rules (constitutions, laws, property rights, contracts) and informal constraints (norms, conventions, codes of conduct). Crucially, institutions are distinct from organisations: institutions are the rules; organisations (firms, parties, unions, the KRA) are the players who act within them and try to change them.

The distinction matters because reform often confuses the two. Building a new anti-corruption agency (an organisation) does little if the underlying rules and norms (the institutions) still reward corruption. The agency becomes one more player in a game whose payoffs haven't changed.

Why institutions matter for growth: transaction costs

North's mechanism is transaction costs. Production and exchange require contracts to be written and enforced, property to be secure, and disputes to be settled. Where institutions do this cheaply and predictably, agents invest, specialise, and trade. Where they don't, every transaction carries the risk of expropriation or default, so agents stay small, deal only with kin, demand cash up front, and forgo the gains from specialisation. The economy stays poor not because it lacks resources but because its rules make complex exchange too risky.

Inclusive vs extractive institutions

Daron Acemoglu and James Robinson (Why Nations Fail, 2012) sharpened the framework into a binary. Inclusive institutions secure property rights broadly, enforce contracts impartially, and let people enter occupations and markets freely — so a wide population has incentives to invest and innovate. Extractive institutions concentrate power and direct resources from the many to a narrow elite — so the population has no incentive to invest, and the elite has no incentive to allow the creative destruction that threatens its rents.

The property-rights channel

The core empirical claim is that secure, broadly-held property rights are the proximate cause of investment and growth. If I cannot be confident I will keep the returns to my effort — because the state, a chief, or a neighbour can take them — I will not make the effort. Inclusive institutions make that confidence credible for everyone; extractive ones make it credible only for the elite.

Proving it: the colonial-origins strategy

The obvious objection is reverse causation: rich countries can afford good institutions, so does the correlation run from institutions to wealth or the other way? Acemoglu, Johnson, and Robinson (2001) answered with one of the most cited instruments in economics. Where Europeans faced high mortality (malaria, yellow fever), they could not settle, so they set up extractive institutions to expropriate; where mortality was low, they settled and built inclusive institutions resembling home. Settler mortality two centuries ago plausibly affects income today only through the institutions it created — making it a valid instrument that isolates the causal effect of institutions on growth.

The critiques are serious

Glaeser, La Porta, Lopez-de-Silanes & Shleifer (2004) argued the colonists brought human capital, not just institutions, and that early measures capture policy choices that can reverse — so the instrument may violate the exclusion restriction. Albouy (2012) challenged the mortality data itself. The honest position: institutions clearly matter, but the precise magnitude from any single identification strategy is contested. Treat the binary 'inclusive vs extractive' as a powerful lens, not a measured constant.

The Botswana exception

Botswana is the framework's showcase. At independence in 1966 it was among the poorest countries on earth, landlocked, with a few kilometres of paved road and a diamond endowment that elsewhere is a curse. It became one of the fastest-growing economies in the world for three decades. Acemoglu, Johnson, and Robinson attribute this to relatively inclusive pre-colonial Tswana institutions (the kgotla assembly constraining chiefs) that survived light-touch British administration, combined with a post-independence elite whose own cattle wealth depended on secure property rights — so they chose to entrench rather than expropriate. Geography and diamonds were constants; institutions were the variable.

Exercise

Hernando de Soto argued that the poor in developing countries hold trillions in 'dead capital' — land and homes they occupy informally but cannot use as collateral because they lack formal title. Kenya has run large-scale land-titling programmes on this logic. (1) State the institutional argument for titling in North's terms. (2) The empirical results of titling programmes across Africa have been mixed at best. Using the institutions-vs-organisations distinction and the idea of informal constraints, explain why issuing a title document (the formal rule) may not deliver the predicted investment and credit effects. (3) What complementary institutions must exist for a title to actually function as North's theory predicts?

Key takeaways

  • North: institutions are the humanly-devised rules of the game (formal and informal); organisations are the players — reform that builds organisations without changing rules usually fails
  • Institutions matter through transaction costs and property security: where expropriation risk is high, agents stay small and forgo the gains from specialisation
  • Acemoglu-Robinson: inclusive institutions give a broad population incentives to invest; extractive ones concentrate rents and block creative destruction
  • The colonial-origins instrument (settler mortality) identifies a causal effect of institutions, but its magnitude is genuinely contested (Glaeser et al., Albouy)
  • Botswana shows institutions as the variable: same geography and diamonds as cursed peers, different (more inclusive) rules

Further reading

  1. 01

    Institutions, Institutional Change and Economic Performance

    Douglass C. North · Cambridge University Press · 1990The foundational statement. Defines institutions, transaction costs, and path dependence. Short and readable.

  2. 02

    The Colonial Origins of Comparative Development

    Acemoglu, Johnson & Robinson · American Economic Review 91(5) · 2001The settler-mortality paper. The most influential empirical work on institutions and growth — read it alongside its critics.

  3. 03

    Why Nations Fail

    Daron Acemoglu & James Robinson · Crown · 2012The inclusive–extractive thesis for a general audience, with dozens of historical cases. The 2024 Nobel work.

  4. 04

    Do Institutions Cause Growth?

    Glaeser, La Porta, Lopez-de-Silanes & Shleifer · Journal of Economic Growth 9(3) · 2004The sharpest critique — argues human capital, not institutions, may be doing the work. Essential counterweight.

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