Skip to main content
Fachgebiete
Automobil + Motoren Bauwesen + Immobilien Business IT + Informatik Elektrotechnik + Elektronik Energie + Nachhaltigkeit Finance + Banking Management + Führung Marketing + Vertrieb Maschinenbau + Werkstoffe Versicherung + Risiko
DE
EN
Themenseiten
Organisationspsychologie Projektmanagement Marketing Smart Manufacturing
Bücher
Zeitschriften
Weitere Formate
Podcasts Webinare Technik Webinare Wirtschaft Kongresse Veranstaltungskalender Awards
Jetzt Einzelzugang starten
Zugang für Unternehmen
Referenzkunden
MTZ-Fachkongress

Antriebe und Energiesysteme von morgen


Austausch von Automobil- und Energiewirtschaft

Am 14./15. Mai geht es in Chemnitz um die Mobilitätswende durch Elektro- und Wasserstofffahrzeuge.
Erweiterte Suche
Anmelden
nach oben
Social Indicators Research
Erschienen in: Social Indicators Research 1/2018

18.10.2016

Rethinking Dimensions: The South African Multidimensional Poverty Index

verfasst von: Lungile Ntsalaze, Sylvanus Ikhide

Erschienen in: Social Indicators Research | Ausgabe 1/2018

Einloggen

Aktivieren Sie unsere intelligente Suche, um passende Fachinhalte oder Patente zu finden.

search-config
loading …

Abstract

The growth of literature on multidimensional poverty measures generates an uncertainty about which dimensions best capture the extent of poverty. This paper applies multiple correspondence analysis in the context of multidimensional poverty in South Africa to identify statistically valid additional dimensions using National Income Dynamics Study data of 2012. The results confirm the argument that economic status (lack of employment) and financial commitment (over-indebtedness) can be regarded as important dimensions, as their occurrence constrains households from participating in the activities essential in modern society. It is therefore proposed that, in addition to health, education, and living standard dimensions, both economic status and financial commitments should be included in the framework for the South African multidimensional poverty analysis. A central contribution of this work is a proposal of a hybrid multidimensional measure which recommends a combination of both non-monetary and monetary indicators, in particular over-indebtedness.
Vorheriger Artikel The National Wellbeing Index in the IsiXhosa Translation: Focus Group Discussions on How South Africans View the Quality of Their Society
Nächster Artikel Income Dependency on Non-timber Forest Products: An Empirical Evidence of the Indigenous People in Peninsular Malaysia

Sie haben noch keine Lizenz? Dann Informieren Sie sich jetzt über unsere Produkte:

Springer Professional "Wirtschaft+Technik"

Online-Abonnement

Mit Springer Professional "Wirtschaft+Technik" erhalten Sie Zugriff auf:

  • über 102.000 Bücher
  • über 537 Zeitschriften

aus folgenden Fachgebieten:

  • Automobil + Motoren
  • Bauwesen + Immobilien
  • Business IT + Informatik
  • Elektrotechnik + Elektronik
  • Energie + Nachhaltigkeit
  • Finance + Banking
  • Management + Führung
  • Marketing + Vertrieb
  • Maschinenbau + Werkstoffe
  • Versicherung + Risiko

Jetzt Wissensvorsprung sichern!

Jetzt informieren

Springer Professional "Wirtschaft"

Online-Abonnement

Mit Springer Professional "Wirtschaft" erhalten Sie Zugriff auf:

  • über 67.000 Bücher
  • über 340 Zeitschriften

aus folgenden Fachgebieten:

  • Bauwesen + Immobilien
  • Business IT + Informatik
  • Finance + Banking
  • Management + Führung
  • Marketing + Vertrieb
  • Versicherung + Risiko




Jetzt Wissensvorsprung sichern!

Jetzt informieren
Fußnoten
1
Equations 1 and 2 are adopted from Husson et al. (2011).
 
2
Adopted from Ezzrari and Verme (2012).
 
Literatur
Adams, C., Gallant, R., Jansen, A., & Yu, D. (2013). Public assets and service delivery—Is it really a success? In Proceedings of the economic society of South Africa (ESSA) conference, 25–27 Sept, Bloemfontein.
Alkire, S., & Foster, J. E. (2011). Counting and multidimensional poverty measurement. Journal of Public Economics, 95(7–8), 476–487.CrossRef
Alkire, S., & Santos, M. E. (2010). Acute multidimensional poverty: A new index for developing countries. OPHI working paper series, 38.
Alkire, S., Foster, J. E., Seth, S., Santos, M. E., Roche, J. M., & Ballon, P. (2015). Multidimensional poverty measurement and analysis. Oxford: Oxford University Press.CrossRef
Angulo, R., Diaz, Y., & Pardo, R. (2016). The Colombian multidimensional poverty index: Measuring poverty in a public policy context. Social Indicators Research, 127, 1–38.CrossRef
Asselin, L.-M. (2009). Analysis of multidimensional poverty: Theory and case studies. New York: Springer.CrossRef
Asselin, L.-M., & Anh, V. T. (2008). Multidimensional poverty and multiple correspondence analysis. In N. Kakwani & J. Silber (Eds.), Quantitative approaches to multidimensional poverty measurement. London: Palgrave Macmillan.
Ataguba, J. E.-O., Ichoku, H. E., & Fonta, W. M. (2013). Multidimensional poverty assessment: Applying the capability approach. International Journal of Social Economics, 40(4), 331–354.CrossRef
Atkinson, A. B., & Marlier, E. (2010). Analysing and measuring social inclusion in a global context. New York: United Nations.
Atkinson, T., Cantillon, B., Marlier, E., & Nolan, B. (2002). Social indicators: The EU and social inclusion. Oxford: Oxford University Press.CrossRef
Battiston, D., Cruces, G., Lopez-Calva, L. F., Lugo, M. A., & Santos, M. E. (2013). Income and beyond: Multidimensional poverty in six Latin American countries. Social Indicators Research, 112, 291–314.CrossRef
Benzecri, J. P. (1973). Data analysis: Analysis correspondences. Paris: Dunod.
Betti, G., & Verma, V. (2004). A methodology for the study of multi-dimensional and longitudinal aspects of poverty and deprivation. Università di Siena Working Paper, 49.
Bhorat, H., & Van der Westhuizen, C. (2013). Non-monetary dimensions of well-being in South Africa, 1993–2003: A post-apartheid dividend? Development Southern Africa, 30(3), 295–314.CrossRef
Blaauw, D., & Pretorius, A. (2012). The determinants of subjective well-being in South Africa: An exploratory enquiry. Journal of Economic and Financial Sciences, 6(1), 179–194.
Bookwalter, J. T., Fuller, B. S., & Dalenberg, D. R. (2006). Do household heads speak for the household? A research note. Social Indicators Research, 79(3), 405–419.CrossRef
Booysen, F., Von Maltitz, M., Van der Berg, S., Burger, R., & Du Rand, G. (2008). Using an asset index to assess trends in poverty in seven sub-Saharan African countries. World Development, 36(6), 1113–1130.CrossRef
Bourguignon, F., & Chakravarty, S. R. (2003). The measurement of multidimensional poverty. Journal of Economic Inequality, 1, 25–49.CrossRef
Bruck, T., & Kebede, S. W. (2013). Dynamics and drivers of consumption and multidimensional poverty: Evidence from rural Ethiopia. IZA discussion paper, 7364.
Burger, R., Van der Berg, S., Van der Walt, S., & Yu, D. (2004). Geography as destiny: Considering the spatial dimensions of poverty and deprivation in South Africa. In Proceedings of the DPRU/TIPS (development policy research unit/trade and industrial policy strategies) conference, 13–15 Oct, Somerset West.
Chakraborty, A., Pattanaik, P. K., & Xu, Y. (2008). On the mean of squared deprivation gaps. Economic Theory, 34, 181–187.CrossRef
Civic Consulting of the Consumer Policy Evaluation Consortium. (2008). The over-indebtedness of European households: Updated mapping of the situation, nature and causes, effects and initiatives for alleviating its impact. In Final report part 1: Synthesis of findings.
Collicelli, C., & Valerrii, M. (2001). Poverty in transformation: Definition indicators, and key players at the national and Mediterranean level. Marseille: Euro-Mediterranean Forum of Economic Institutes.
Cummins, R. A., McCabe, M. P., Romeo, M. P., & Gullone, E. (1994). The comprehensive quality of life scale instrument development and psychometric evaluation on tertiary staff and students. Educational and Psychological Measurement, 54, 372–388.CrossRef
Dasgupta, P., & Weale, M. (1992). On measuring the quality of life. World Development, 20, 119–131.CrossRef
Department of Basic Education. (2014). Department of basic education. Education for all (EFA) 2014 country progress report. Pretoria: Department of Basic Education.
Department of Energy. (2012). A survey of energy-related behaviour and perceptions in South Africa. Pretoria: Department of Energy.
Department of Trade and Industry. (2006). National Credit Act. Act no 34 of 2005. Pretoria: Department of Trade and Industry.
Diener, E. (1995). A value-based index for measuring national quality of life. Social Indicators Research, 36(2), 107–127.CrossRef
Duclos, J.-Y., & Batana, Y. M. (2010). Multidimensional poverty among West African children: Testing for robust poverty comparisons. In J. M. Cockburn & J. Kabubo-Mariara (Eds.), Child welfare in developing countries. New York: Springer.
Duclos, J.-Y., Sahn, D. E., & Younger, S. D. (2006). Robust multidimensional spatial poverty comparisons in Ghana, Madagascar and Uganda. World Bank Economic Review, 20, 91–113.CrossRef
Ebrahim, A., Botha, F., & Snowball, J. (2013). Determinants of life satisfaction among race groups in South Africa. Development Southern Africa, 30(2), 168–185.CrossRef
Ezzrari, A., & Verme, P. (2012). A multiple correspondence analysis approach to the measurement of multidimensional poverty in Morocco, 2001–2007. Policy research working paper, 6087.
Finn, A., Leibbrandt, M., & Woolard, I. (2013). What happened to multidimensional poverty in South Africa between 1993 and 2010? Southern African labour and development research unit working paper series, 99.
Goodwin-Groen, R., & Kelly-Louw, M. (2006). The National Credit Act and its regulations in the context of access to finance in South Africa: Report prepared for FinMark Trust, South Africa. Johannesburg: FinMark.
Greenacre, M. (2007). Correspondence analysis in practice. Barcelona: Chapman & Hall.CrossRef
Greyling, T., & Tregenna, F. (2016). Construction and analysis of a composite quality of life index for a region of South Africa. Social Indicators Research. doi:10.​1007/​s11205-016-1294-5.
Heady, B. (2005). A framework for assessing poverty, disadvantage and low capabilities in Australia. Melbourne: Melbourne Institute.
Higgs, T. (2007). Measuring and understanding the well-being of South Africans: Everyday quality of life in South Africa. Social Indicators Research, 81(2), 331–356.CrossRef
Hinks, T., & Gruen, C. (2007). What is the structure of South African happiness equations? Evidence from quality of life surveys. Social Indicators Research, 82(2), 311–336.CrossRef
Hirschowitz, R. (2000). Measuring poverty in South Africa. Pretoria: Statistics South Africa.
Hirschowitz, R., Orkin, M., & Alberts, P. (2000). Key baseline statistics for poverty measurement. In R. Hirschowitz (Ed.), Measuring poverty in South Africa. Pretoria: Statistics South Africa.
Huchzermeyer, M. (2011). Cities with ‘slums’: From informal settlement eradication to a right to the city in Africa. Cape Town: UCT Press.
Husson, F., Le, S., & Pages, J. (2011). Exploratory multivariate analysis by example using R. Boca Raton, FL: CRC Press.
Jansen, A., Moses, M., Mujuta, S., & Yu, D. (2015). Measurements and determinants of multifaceted poverty in South Africa. Development Southern Africa, 32(2), 151–169.CrossRef
Kelley, A. C. (1991). The human development index: Handle with care. Population and Development Review, 17, 315–324.CrossRef
Kibet, M. K. (2010). Comparative study of infant and child mortality: The case of Kenya and South Africa. African Population Studies, 24(1&2), 1–25.
Kingdon, G. G., & Knight, J. (2004). Subjective well-being poverty versus income poverty and capabilities poverty? Global poverty research group working paper series, 003.
Klasen, S. (2000). Measuring poverty and deprivation in South Africa. Review of Income and Wealth, 46(1), 33–58.CrossRef
Krishnan, V. (2015). Development of a multidimensional living conditions index (LCI). Social Indicators Research, 120, 455–481.CrossRef
Kuklys, W. (2005). Amartya Sen’s capability approach: Theoretical insights and empirical applications. New York: Springer.
Laderchi, C. R., Saith, R., & Stewart, F. (2003). Does it matter that we don’t agree on the definition of poverty? A comparison of four approaches. QEH working paper series, working paper number 107. Oxford: Queen Elizabeth House, University of Oxford.
Lemanski, C. (2011). Moving up the ladder or stuck on the bottom rung? Homeownership as a solution to poverty in urban South Africa. International Journal of Urban and Regional Research, 35(1), 57–77.CrossRef
Lugo, M.-A. (2007). Employment: A proposal for internationally comparable indicators. OPHI working paper no. 2: Missing dimensions of poverty data. Oxford: Oxford University.
Mack, J., & Lansley, S. (1985). Poor britain. London: Allen & Unwin.
Martinez-Martinez, O. A., Lombe, M., Vazquez-Rodriguez, A.-M., & Coronado-Garcia, M. (2016). Rethinking the construction of welfare in Mexico: Going beyond the economic measures. International Journal of Social Welfare, 25, 259–272.CrossRef
Mitra, S., Jones, K., Vick, B., Brown, D., McGinn, E., & Alexander, M. J. (2013). Implementing a multidimensional poverty measure using mixed methods and a participatory framework. Social Indicators Research, 110, 1061–1081.CrossRef
Møller, V. (2013). South African quality of life trends over three decades, 1980–2010. Social Indicators Research, 113, 915–940.CrossRef
Møller, V., & Devey, R. (2003). Trends in living conditions and satisfaction among poorer older South Africans: Objective and subjective indicators of quality of life in the October Household Survey. Development in South Africa, 20(4), 457–476.CrossRef
Morris, M. D. (1979). Measuring the condition of the world’s poor. Oxford: Pergamon.
National Credit Regulator. (2010). Debt review task team. Proposed debt review assessment guidelines: Annexure C. Midrand: National Credit Regulator.
National Planning Commission. (2012). National development plan 2030: Our future—Make it work. Pretoria: National Planning Commission, Presidency.
Njong, A. M., & Ningaye, P. (2008). Characterizing weights in the measurement of multidimensional poverty: An application of data-driven approaches to Cameroonian data. OPHI working paper, 21.
Noble, M., Babita, M., Barnes, H., Dibben, C., Magasela, W., Noble, S., et al. (2006). The provincial indices of multiple deprivation for South Africa 2001. Oxford: University of Oxford.
Noble, M., Barnes, H., Wright, G., & Roberts, B. (2010). Small area indices of multiple deprivation in South Africa. Social Indicators Research, 95(2), 281–297.CrossRef
Nolan, B., & Whelan, C. T. (1996). Resources, deprivation, and poverty. Oxford: Clarendon Press.
Nolan, B., & Whelan, C. T. (2009). Using non-monetary deprivation indicators to analyse poverty and social exclusion in rich countries. Lesson from Europe? UCD school of social science working paper series, 2009.
Ntsalaze, L., & Ikhide, S. (2016a). Household over-indebtedness: Understanding its extent and characteristics of those affected. Journal of Social Sciences, 48(1-2), 79–93.CrossRef
Ntsalaze, L., & Ikhide, S. (2016b). The effects of household indebtedness on multidimensional poverty. International Journal of Social Economics. doi:10.​1108/​IJSE-03-2016-0086.
Nussbaum, M. (2000). Women and human development: A study in human capabilities. Cambridge: Cambridge University Press.CrossRef
Osberg, L., & Sharpe, A. (2000). International comparisons of trends in economic well-being. Paper presented at the annual meeting of the American Economic Association. New York.
Oxford poverty and human development initiative. (2015). Global multidimensional poverty index (MPI) at a glance—OPHI country briefing June 2015: South Africa. Oxford: Department of International Development.
Porter, K. (2012). The damage of debt. Washington and Lee Law Review, 69(2), 2014–2055.
Posel, D., & Casale, D. (2011). Relative standing and subjective well-being in South Africa: The role of perceptions, expectations and income mobility. Social Indicators Research, 104(2), 195–223.CrossRef
Posel, D., & Rogan, M. (2013). Measured as poor versus feeling poor: Comparing objective and subjective poverty rates in South Africa. In Proceedings of the economic society of South Africa (ESSA) conference, 25–27 Sept, Bloemfontein.
Pressman, S., & Scott, R. (2009). Consumer debt and the measurement of poverty and inequality in the US. Review of Social Economy, LXVII(2), 127–146.CrossRef
Rath, S., Morobi, T., Chigumete, T., Mushoriwa, F., & Srinivas, S. (2016). Diet, obesity and non-communicable diseases in South Africa and India. World Journal of Pharmacy and Pharmaceutical Sciences, 5(2), 544–563.
Ravallion, M. (1997). Good and bad growth: The human development reports. World Development, 25, 631–638.CrossRef
Ravallion, M. (2011). On multidimensional indices of poverty. Journal of Economic Inequality, 9, 235–248.CrossRef
Renke, S., Roestoff, M., & Haupt, F. (2007). The National Credit Act: New parameters for the granting of credit in South Africa. Obiter, 20(2), 229–270.
Ringen, S. (1988). Direct and indirect measures of poverty. Journal of Social Policy, 17(3), 351–366.CrossRef
Roestoff, M., Haupt, F., Coetzee, H., & Erasmus, M. (2009). The debt counselling process: Closing the loopholes in the National Credit Act 34 of 2005. PER: Potchefstroomse Elektroniese Regsblad, 12(4), 247–305.
Sahn, D. E., & Stifel, D. C. (2000). Poverty comparisons over time and across countries in Africa. World Development, 28, 2123–2155.CrossRef
Scott, L. (2002). A poverty indicator system for local government. Development Southern Africa, 19, 483–501.CrossRef
Sen, A. K. (1979). Issues in the measurement of poverty. The Scandinavian Journal of Economics, 81(2), 285–307.CrossRef
Sen, A. K. (1985). Well-being, agency and freedom: The Dewey lectures 1984. The Journal of Philosophy, 82, 169–221.
Sen, A. K. (1993). Capability and well-being. In M. C. Nussbaum & A. Sen (Eds.), The quality of life (pp. 9–29). Oxford: Oxford University Press.
Sen, A. K. (1999). Development as freedom. Oxford: Oxford University Press.
Sen, A. K. (2004). Capabilities, lists, and public reason: Continuing the conversation. Feminist Economics, 10(3), 77–80.CrossRef
Siani, J. (2015). A multidimensional analysis of poverty using the fuzzy set approach. Evidence from Cameroonian data. Economics Bulletin, 35(3), 2012–2025.
South African Reserve Bank. (2015). Financial stability review September 2015. Pretoria: South African.
Statistics South Africa. (2012). Census in brief. Pretoria: Statistics South Africa.
Statistics South Africa. (2013). Men, women and children: Findings of the living conditions survey 2008/2009. Pretoria: Statistics South Africa.
Statistics South Africa. (2014). The South African MPI: Creating a multi-dimensional poverty index using census data. Report No. 03-10-08. Pretoria: Statistics South Africa.
Stewart, F. (1985). Basic needs in developing countries. Baltimore: Johns Hopkins University Press.
Subramanian, S., & Majumdar, M. (2002). On measuring deprivation adjusted for group disparities. Social Choice and Welfare, 19, 265–280.CrossRef
Townsend, P. (1979). Poverty in the United Kingdom. Harmondsworth: Penguin.
Townsend, P., & Gordon, D. (1989). Low income households. Memorandum of Evidence submitted to the House of Commons Social Services Committee, 579, 45–73.
Tsui, K. Y. (2002). Multidimensional poverty indices. Social Choices and Welfare, 19, 69–93.CrossRef
Turok, I. (2014). The resilience of South African cities a decade after local democracy. Environment and Planning A, 46, 749–769.CrossRef
UNDP. (1991, 2010). Human development report. New York: Oxford University Press.
Van der Berg, S., Taylor, S., Gustafsson, M., Spaull, N., & Armstrong, P. (2011). Improving education quality in South Africa. Report for the National Planning Commission, University of Stellenbosch.
Van der Pas, S., Ramklaas, S., O'Leary, B., Anderson, S., Keating, N., & Cassim, B. (2015). Features of home and neighbourhood and the liveability of older South Africans. European Journal of Ageing, 12, 215–227.CrossRef
Verick, S. (2012). Giving up job search during a recession: The impact of the global financial crisis on the South African labour market. Journal of African Economies, 21(3), 373–408.CrossRef
Von Maltzahn, R., & Durrheim, K. (2008). Is poverty multidimensional? A comparison of income and asset-based measures in five Southern African countries. Social Indicators Research, 86, 149–162.CrossRef
Wolff, J., & De-Shalit, A. (2007). Disadvantage. Oxford: Oxford University Press.CrossRef
Woolard, I., & Leibbrandt, M. (2006). Towards a poverty line for South Africa: Background note. Cape Town: Southern Africa Labour and Development Research Unit.
Yu, J. (2013). Multidimensional poverty in China: Findings based on the CHNS. Social Indicators Research, 112, 315–336.CrossRef
Zaidi, A., & Burchardt, T. (2005). Comparing incomes when needs differ: Equivalization for the extra costs of disability in the UK. Review of Income and Wealth, 51(1), 89–114.CrossRef
Metadaten
Titel
Rethinking Dimensions: The South African Multidimensional Poverty Index
verfasst von
Lungile Ntsalaze
Sylvanus Ikhide
Publikationsdatum
18.10.2016
Verlag
Springer Netherlands
Erschienen in
Social Indicators Research / Ausgabe 1/2018
Print ISSN: 0303-8300
Elektronische ISSN: 1573-0921
DOI
https://doi.org/10.1007/s11205-016-1473-4

Weitere Artikel der Ausgabe 1/2018

Social Indicators Research 1/2018 Zur Ausgabe

OriginalPaper

Daily Temporal Pathways: A Latent Class Approach to Time Diary Data

OriginalPaper

Resiliency and Adjustment in Times of Crisis, the Case of the Greek Economic Crisis from a Psycho-social and Community Perspective

OriginalPaper

Are Social and Financial Exclusion Two Sides of the Same Coin? An Analysis of the Financial Integration of Vulnerable People

OriginalPaper

Measuring and Monitoring Poverty and Well-Being: A New Approach for the Synthesis of Multidimensionality

OriginalPaper

Geocentric Behavior Dimension of the Organization’ Performance in the Context of Globalization

OriginalPaper

The Italian Regional Well-Being in a Multi-expert Non-additive Perspective

Premium Partner

    Bildnachweise