Circumstances, Culture, and Inequality of Opportunity in Mexico: Integrating Roemer's Framework with Lamont's Cultural Processes Theory
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This paper integrates Roemer’s ex-ante inequality of opportunity (IOp) framework with Lamont et al. (2014) cultural processes theory (racialization, stigmatization, standardization, and evaluation) to both measure and interpret IOp in Mexico. Using nationally representative data from the ESRU-EMOVI 2023 survey (N = 13 , 164 ), we apply conditional inference trees with Shapley value decomposition across a standard (K = 9 ) and an expanded (K = 12 ) specification. IOp accounts for 26.6% to 30.6% of total income inequality (MLD). Household economic conditions at origin emerge as the single most important circumstance (20.8%), displacing parental education and occupation. Sex is the second-largest contributor (14.6%) and remains stable when household wealth is controlled, revealing gender-based evaluation as an independent IOp source. Geographic circumstances explain over a quarter of IOp through territorial stigmatization. Skin tone contributes modestly (1.1–2.4%), suggesting racialization operates as a distal process mediated through household wealth and educational access. Cohort analysis reveals declining total inequality (p < 0 . 001 ) alongside a suggestive increase in the IOp share (p = 0 . 061 ). These findings demonstrate that integrating cultural theory with quantitative measurement enriches both the estimation and interpretation of how birth circumstances shape economic outcomes. JEL Classification: D63 , J62 , Z13 , O15