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Research Handbook on Measuring Poverty and Deprivation
Encompassing chapters that address both unidimensional and multidimensional poverty, this timely Research Handbook explores all aspects of poverty and deprivation measurement, not only detailing broad issues but also scrutinising specific domains and aspects of poverty, such as health, energy and housing. Its succinct and highly focussed chapters, written by a diverse range of authors, employ a combination of theoretical and empirical methodologies to offer well-rounded explorations of complex topics.
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Critical Acclaim
Contributors
Contents
More Information
Currently, works on poverty constitute only a small part of contemporary economic research; however, the field of poverty and deprivation is undoubtedly one rising in popularity and relevance. Encompassing chapters that address both unidimensional and multidimensional poverty, this timely Research Handbook explores all aspects of poverty and deprivation measurement, not only detailing broad issues but also scrutinising specific domains and aspects of poverty, such as health, energy and housing.
Succinct and highly focused, it brings together a diverse range of authors to employ a combination of theoretical and empirical methodologies to offer well-rounded explorations of complex topics. Expansive in scope, the Research Handbook includes case studies that examine poverty across the globe, with a particular focus on covering Africa, China, India and Latin America, producing a comprehensive, rigorous and interdisciplinary resource.
The Research Handbook will be an invaluable resource for not only economics researchers and graduate students but also policy makers dealing with issues related to poverty and deprivation. Chapters are designed to provide the reader with foundational knowledge of a topic that they can subsequently deepen by exploring the cited literature.
Succinct and highly focused, it brings together a diverse range of authors to employ a combination of theoretical and empirical methodologies to offer well-rounded explorations of complex topics. Expansive in scope, the Research Handbook includes case studies that examine poverty across the globe, with a particular focus on covering Africa, China, India and Latin America, producing a comprehensive, rigorous and interdisciplinary resource.
The Research Handbook will be an invaluable resource for not only economics researchers and graduate students but also policy makers dealing with issues related to poverty and deprivation. Chapters are designed to provide the reader with foundational knowledge of a topic that they can subsequently deepen by exploring the cited literature.
Critical Acclaim
‘The various contributions cover their specified topic with a clarity that reflects the care taken by the contributors and the efforts of the editor and the readers (often though not always contributors of other chapters) he organised to comment on initial drafts. This clarity, and the breadth of coverage of the measurement challenges that play such a central role in poverty research, underpin the value of this volume and should guarantee it a wide and appreciative readership.’
– Brian Nolan, The Journal of Economic Inequality
‘Jacques Silber’s Research Handbook on Measuring Poverty and Deprivation is a monumental achievement. Its 67 chapters – plus introduction and epilogue – cover virtually every important topic in the contemporary measurement and economic analysis of poverty, with every single chapter written by leading experts in the field.’
– Francisco H. G. Ferreira, London School of Economics, UK
''This Research Handbook on Measuring Poverty and Deprivation, edited by Professor Jaques Silber, is unique in its structure and in the breadth and depth of topics covered. True to the old phrase, good things come in small packages, the Handbook presents bite sized chapters imparting the wisdom of over a hundred eminent researchers in this field. The Handbook is encyclopedic as it covers: uni- and multidimensional measures of poverty; poverty in specific domains including health, education, energy, housing and water; poverty among children, adults and the elderly; national, regional and global poverty; and, finally, interrelationships between poverty and economic insecurity, gender, mortality and inequality of opportunity. The Handbook also includes specialized statistical topics such as small area estimation; Bayesian approach; and standard errors associated with poverty measures. Researchers, analysts, policy makers and graduate students will find the treasure of information invaluable and the Handbook indispensable.''
– D.S. Prasada Rao, The University of Queensland, Australia
‘Jacques Silber’s Handbook constitutes a veritable intellectual treat to all those interested in poverty measurement.’
– From the epilogue by Nora Lustig, Tulane University, US
‘This is an impressive volume in its broad coverage of poverty analysis from different perspectives. It should be useful for all who are working in this area and practitioners interested in the practical applications of theoretical models of poverty analysis, particularly, for policy purposes.''
– Satya R. Chakravarty, Indian Statistical Institute and Indira Gandhi Institute of Development Research, India
‘Jacques Silber deserves much credit for assembling a comprehensive and informative collection of papers on measuring poverty and extreme inequality by a first-rate and diverse collection of authors ... It will long influence the evolution of the field.’
– from the Foreword by James J. Heckman, University of Chicago, US
– Brian Nolan, The Journal of Economic Inequality
‘Jacques Silber’s Research Handbook on Measuring Poverty and Deprivation is a monumental achievement. Its 67 chapters – plus introduction and epilogue – cover virtually every important topic in the contemporary measurement and economic analysis of poverty, with every single chapter written by leading experts in the field.’
– Francisco H. G. Ferreira, London School of Economics, UK
''This Research Handbook on Measuring Poverty and Deprivation, edited by Professor Jaques Silber, is unique in its structure and in the breadth and depth of topics covered. True to the old phrase, good things come in small packages, the Handbook presents bite sized chapters imparting the wisdom of over a hundred eminent researchers in this field. The Handbook is encyclopedic as it covers: uni- and multidimensional measures of poverty; poverty in specific domains including health, education, energy, housing and water; poverty among children, adults and the elderly; national, regional and global poverty; and, finally, interrelationships between poverty and economic insecurity, gender, mortality and inequality of opportunity. The Handbook also includes specialized statistical topics such as small area estimation; Bayesian approach; and standard errors associated with poverty measures. Researchers, analysts, policy makers and graduate students will find the treasure of information invaluable and the Handbook indispensable.''
– D.S. Prasada Rao, The University of Queensland, Australia
‘Jacques Silber’s Handbook constitutes a veritable intellectual treat to all those interested in poverty measurement.’
– From the epilogue by Nora Lustig, Tulane University, US
‘This is an impressive volume in its broad coverage of poverty analysis from different perspectives. It should be useful for all who are working in this area and practitioners interested in the practical applications of theoretical models of poverty analysis, particularly, for policy purposes.''
– Satya R. Chakravarty, Indian Statistical Institute and Indira Gandhi Institute of Development Research, India
‘Jacques Silber deserves much credit for assembling a comprehensive and informative collection of papers on measuring poverty and extreme inequality by a first-rate and diverse collection of authors ... It will long influence the evolution of the field.’
– from the Foreword by James J. Heckman, University of Chicago, US
Contributors
Contributors: Kseniya Abanokova, Gordon Anderson, Bénédicte Apouey, Massimo Aprea, Oihana Aristondo, Luis Ayala, Francisco Azpitarte, Paola Ballon, Elena Bárcena-Martin, Aurioles Beatriz Benítez, Valérie Bérenger, Mekonnen Bersisa, Rohan Best, Gianni Betti, Kristof Bosmans, Sara Bradshaw, Andrea Brandolini, Florent Bresson, Olga Canto, Alessandro Carraro, Lidia Ceriani, Andreas Chai, Danny I Cho, Duangkamon Chotikapanich, Antonella D’Agostino, Hai-Anh H. Dang, Gaurav Datt, Benoit Decerf, Joseph Deutsch, Shatakshee Dhongde, Indranil Dutta, Jose Espinoza-Delgado, Ada Ferrer-i-Carbonell, Lucia Ferrone, Tarlovsky Alan Fuchs, Alessio Fusco, Thesia Garner, Leonardo Gasparini, Chiara Gigliarano, Icaza Maria Fernanda Gonzalez, Carlos Gradin, William Griffiths, Anne-Catherine Guio, Mara Hammerle, Kenneth Harttgen, Almas Heshmati, Charles Horioka, Xiaoshan Hu, Michelle Kaffenberger, Nanak Kakwani, Mohamad Khaled, Martyna Kobus, Kouhei Komamura, Sanders Korenman, Marek Kośny, Christos Koulovatianos, Peter Lanjouw, Casilda Lasso de la Vega, Luc Lauwers, Achille Lemmi, Brian Linneker, Michel Lubrano, David Madden, Paul Makdissi, Francois Maniquet, John Micklewright, Ajit Mishra, Pundarik Mukhopadhaya, Pietro Muliere, Christophe Muller, Carolina Navarro, Laura Neri, Aaron Nicholas, Yoko Niimi, Tomson Ogwong, Erwin Ooghe, Prasanta Pattanaik, Iñaki Permanyer, Shelly Phipps, Grazia Pittau, Monica Pratesi, Lant Pritchett, Michele Raitano, Xavi Ramos, Ranjan Ray, Alessio Rebechi, Dahlia Remler, Trudi Renwick, García Maria José Roa, Nicholas Rohde, Marina Romaguera-de-la-Cruz, Maria Emma Santos, Francesco Schirripa Spagnolo, Carsten Schröder, Johannes Seiler, Seth Suman, Jacques Silber, Elena Stepanova, Leopoldo Tornarolli, Dirk Van de gaer, Philippe Van Kerm, Paolo Verme, Martina Viarengo, Alejandra Villegas, Sebastian Vollmer, Guanghua Wan, Kuriko Watanabe, Yongsheng Xu, Zhou Xun, Gaston Yalonetzky, Myra Yazbeck, Ajit Zacharias, Roberto Zelli Yuan Zhang, Buhong Zheng
Contents
Contents:
Foreword by James J. Heckman xix
Introduction to the Research Handbook on Measuring Poverty and Deprivation 1
Jacques Silber
PART I UNIDIMENSIONAL POVERTY AND DEPRIVATION
Section I.1 Conceptual Issues
1 The income and consumption approach to unidimensional poverty measurement 8
Massimo Aprea and Michele Raitano
2 The subjective approach to uni- and multidimensional poverty 19
Ada Ferrer-i-Carbonell
3 Relative income and the relative deprivation hypothesis 28
Elena Bárcena-Martín and Beatriz Benítez Aurioles
4 Income-dependent equivalence scales and choice theory: implications for poverty measurement 39
Christos Koulovatianos and Carsten Schröder
5 On the poverty line 50
Gaurav Datt and Peter Lanjouw
6 Measuring global poverty 60
Andrea Brandolini and John Micklewright
7 The axiomatic approach to unidimensional poverty 70
Casilda Lasso de la Vega
8 Poverty measurement and stochastic dominance 82
Buhong Zheng
9 Measuring poverty with an ordered-categorical variable 95
Suman Seth
Section I.2 Statistical Issues
10 Measuring unidimensional poverty: a review of the inference literature 106
Chiara Gigliarano and Pietro Muliere
11 The recentered influence function and unidimensional poverty measurement 118
Carlos Gradín
12 Small area methodology for measuring poverty at a local level 129
Monica Pratesi and Francesco Schirripa Spagnolo
13 Regression-based imputation for poverty measurement in data-scarce settings 141
Hai-Anh H. Dang and Peter F. Lanjouw
14 Poverty measurement under income and price dispersion 151
Christophe Muller
15 Bottom incomes and the measurement of poverty 161
Lidia Ceriani, Vladimir Hlasny and Paolo Verme
16 Mixture models and poverty measurement 171
Gordon Anderson, Grazia Pittau and Roberto Zelli
PART II INCOME POVERTY OVER TIME
17 Chronic poverty measures 181
Aaron Nicholas and Ranjan Ray
18 Measuring poverty persistence 192
Alessio Fusco and Philippe Van Kerm
PART III MEASURING POVERTY IN SPECIFIC DOMAINS AND FOR PARTICULAR POPULATION SUBGROUPS
19 Health poverty 202
Bénédicte Apouey and David Madden
20 Towards a right to learn: concepts and measurement of global education poverty 212
Michelle Kaffenberger, Lant Pritchett and Martina Viarengo
21 Energy poverty 224
Mara Hammerle, Rohan Best and Pundarik Mukhopadhaya
22 Food insecurity and poverty 234
Kenneth Harttgen and Johannes Seiler
23 Water poverty 243
Tomson Ogwang and Danny I. Cho
24 Housing poverty 252
Luis Ayala and Carolina Navarro
25 Health insurance and poverty measurement 262
Dahlia K. Remler and Sanders Korenman
26 Child malnutrition 273
Mohamad A. Khaled, Paul Makdissi and Myra Yazbeck
27 Financial exclusion and the importance of financial literacy 283
María José Roa and Alejandra Villegas
28 Measuring child poverty 298
Lucia Ferrone and Alessandro Carraro
29 Elderly poverty and its measurement 307
Yoko Niimi and Charles Yuji Horioka
30 Poverty of time 316
Ajit Zacharias
31 The decomposition of unidimensional poverty measures 326
Oihana Aristondo
PART IV MEASURING MULTIDIMENSIONAL POVERTY
Section IV.1 Conceptual Issues
32 The Alkire and Foster approach to measuring multidimensional poverty 344
Maria Emma Santos
33 An alternative to Alkire and Foster’s framework for measuring multidimensional deprivation 355
Prasanta K. Pattanaik and Yongsheng Xu
34 The European Union’s approach to multidimensional poverty measurement 368
Anne-Catherine Guio
35 Complements, substitutes and multidimensional deprivation measurement 378
Iñaki Permanyer
36 Prioritarianism and poverty measurement 388
Kristof Bosmans, Luc Lauwers and Erwin Ooghe
37 Multidimensional poverty measurement and preferences 401
François Maniquet
38 The measurement of asset and wealth poverty 410
Francisco Azpitarte and Gaston Yalonetzky
39 Multidimensional poverty and deprivation: using individual versus household data 420
José Espinoza-Delgado and Sebastian Vollmer
40 Poverty measurement for forcibly displaced populations: challenges and prospects of a new field 430
Paolo Verme
41 Robustness methods in the counting approach to multidimensional poverty measurement 439
Gaston Yalonetzky and Francisco Azpitarte
42 The decomposition of multidimensional poverty measures 450
Martyna Kobus
Section IV.2 Statistical Issues
43 Statistical issues in multidimensional poverty measurement: redundancy analysis 463
Paola Ballon
44 The Bayesian approach to poverty measurement 475
Michel Lubrano and Zhou Xun
Section IV.3 Multivariate Approaches to Poverty Measurement
45 The fuzzy approach to poverty measurement 489
Gianni Betti, Antonella D’Agostino, Achille Lemmi and Laura Neri
46 Efficiency analysis and poverty measurement 501
Gordon Anderson
47 The order of acquisition of assets and deprivation 511
Joseph Deutsch and Jacques Silber
PART V POVERTY MEASUREMENT AND RELATED TOPICS
48 Measuring vulnerability to poverty: a unified framework 523
Indranil Dutta and Ajit Mishra
49 Economic insecurity and poverty 535
Olga Cantó and Marina Romaguera-de-la-Cruz
50 Engel curves, spending diversity and welfare measurement 544
Andreas Chai and Elena Stepanova
51 Gender and poverty measurement 553
Sarah Bradshaw and Brian Linneker
52 Poverty and inequality of opportunity 563
Xavi Ramos and Dirk Van de gaer
53 Mortality and poverty measurement 572
Benoit Decerf
PART VI PRO-POOR GROWTH
54 Pro-poor growth 583
Nanak Kakwani
55 Pro-poor growth in a multidimensional context 594
Florent Bresson
PART VII POVERTY MEASUREMENT AROUND THE WORLD
56 Poverty in Europe 605
Marek Kośny
57 A comparison of income poverty measurement in Canada and the United States 613
Thesia I. Garner, Shelly Phipps and Trudi Renwick
58 Poverty in Russia: a bird’s-eye view of trends and dynamics in the past quarter of a century 627
Kseniya Abanokova and Hai-Anh H. Dang
59 Poverty in China 636
Guanghua Wan, Yuan Zhang and Xiaoshan Hu
60 Poverty in Japan 646
Kouhei Komamura and Kuriko Watanabe
61 Poverty in India 654
Shatakshee Dhongde
62 Poverty and inequality in Australia, 2001–2018 663
Alessio Rebechi and Nicholas Rohde
63 Poverty in Latin America 673
Leonardo Gasparini, Maria Emma Santos and Leopoldo Tornarolli
64 Poverty in Western and Central Asia 685
Alan Fuchs Tarlovsky and Maria Fernanda Gonzalez Icaza
65 Poverty in Southeast Asia 696
Duangkamon Chotikapanich and William Griffiths
66 Levels and trends in multidimensional poverty in Algeria, Iraq and Tunisia, using a counting-based approach 710
Valérie Bérenger
67 Poverty in Africa 722
Almas Heshmati and Mekonnen Bersisa
Epilogue by Nora Lustig 733
Index 737
Foreword by James J. Heckman xix
Introduction to the Research Handbook on Measuring Poverty and Deprivation 1
Jacques Silber
PART I UNIDIMENSIONAL POVERTY AND DEPRIVATION
Section I.1 Conceptual Issues
1 The income and consumption approach to unidimensional poverty measurement 8
Massimo Aprea and Michele Raitano
2 The subjective approach to uni- and multidimensional poverty 19
Ada Ferrer-i-Carbonell
3 Relative income and the relative deprivation hypothesis 28
Elena Bárcena-Martín and Beatriz Benítez Aurioles
4 Income-dependent equivalence scales and choice theory: implications for poverty measurement 39
Christos Koulovatianos and Carsten Schröder
5 On the poverty line 50
Gaurav Datt and Peter Lanjouw
6 Measuring global poverty 60
Andrea Brandolini and John Micklewright
7 The axiomatic approach to unidimensional poverty 70
Casilda Lasso de la Vega
8 Poverty measurement and stochastic dominance 82
Buhong Zheng
9 Measuring poverty with an ordered-categorical variable 95
Suman Seth
Section I.2 Statistical Issues
10 Measuring unidimensional poverty: a review of the inference literature 106
Chiara Gigliarano and Pietro Muliere
11 The recentered influence function and unidimensional poverty measurement 118
Carlos Gradín
12 Small area methodology for measuring poverty at a local level 129
Monica Pratesi and Francesco Schirripa Spagnolo
13 Regression-based imputation for poverty measurement in data-scarce settings 141
Hai-Anh H. Dang and Peter F. Lanjouw
14 Poverty measurement under income and price dispersion 151
Christophe Muller
15 Bottom incomes and the measurement of poverty 161
Lidia Ceriani, Vladimir Hlasny and Paolo Verme
16 Mixture models and poverty measurement 171
Gordon Anderson, Grazia Pittau and Roberto Zelli
PART II INCOME POVERTY OVER TIME
17 Chronic poverty measures 181
Aaron Nicholas and Ranjan Ray
18 Measuring poverty persistence 192
Alessio Fusco and Philippe Van Kerm
PART III MEASURING POVERTY IN SPECIFIC DOMAINS AND FOR PARTICULAR POPULATION SUBGROUPS
19 Health poverty 202
Bénédicte Apouey and David Madden
20 Towards a right to learn: concepts and measurement of global education poverty 212
Michelle Kaffenberger, Lant Pritchett and Martina Viarengo
21 Energy poverty 224
Mara Hammerle, Rohan Best and Pundarik Mukhopadhaya
22 Food insecurity and poverty 234
Kenneth Harttgen and Johannes Seiler
23 Water poverty 243
Tomson Ogwang and Danny I. Cho
24 Housing poverty 252
Luis Ayala and Carolina Navarro
25 Health insurance and poverty measurement 262
Dahlia K. Remler and Sanders Korenman
26 Child malnutrition 273
Mohamad A. Khaled, Paul Makdissi and Myra Yazbeck
27 Financial exclusion and the importance of financial literacy 283
María José Roa and Alejandra Villegas
28 Measuring child poverty 298
Lucia Ferrone and Alessandro Carraro
29 Elderly poverty and its measurement 307
Yoko Niimi and Charles Yuji Horioka
30 Poverty of time 316
Ajit Zacharias
31 The decomposition of unidimensional poverty measures 326
Oihana Aristondo
PART IV MEASURING MULTIDIMENSIONAL POVERTY
Section IV.1 Conceptual Issues
32 The Alkire and Foster approach to measuring multidimensional poverty 344
Maria Emma Santos
33 An alternative to Alkire and Foster’s framework for measuring multidimensional deprivation 355
Prasanta K. Pattanaik and Yongsheng Xu
34 The European Union’s approach to multidimensional poverty measurement 368
Anne-Catherine Guio
35 Complements, substitutes and multidimensional deprivation measurement 378
Iñaki Permanyer
36 Prioritarianism and poverty measurement 388
Kristof Bosmans, Luc Lauwers and Erwin Ooghe
37 Multidimensional poverty measurement and preferences 401
François Maniquet
38 The measurement of asset and wealth poverty 410
Francisco Azpitarte and Gaston Yalonetzky
39 Multidimensional poverty and deprivation: using individual versus household data 420
José Espinoza-Delgado and Sebastian Vollmer
40 Poverty measurement for forcibly displaced populations: challenges and prospects of a new field 430
Paolo Verme
41 Robustness methods in the counting approach to multidimensional poverty measurement 439
Gaston Yalonetzky and Francisco Azpitarte
42 The decomposition of multidimensional poverty measures 450
Martyna Kobus
Section IV.2 Statistical Issues
43 Statistical issues in multidimensional poverty measurement: redundancy analysis 463
Paola Ballon
44 The Bayesian approach to poverty measurement 475
Michel Lubrano and Zhou Xun
Section IV.3 Multivariate Approaches to Poverty Measurement
45 The fuzzy approach to poverty measurement 489
Gianni Betti, Antonella D’Agostino, Achille Lemmi and Laura Neri
46 Efficiency analysis and poverty measurement 501
Gordon Anderson
47 The order of acquisition of assets and deprivation 511
Joseph Deutsch and Jacques Silber
PART V POVERTY MEASUREMENT AND RELATED TOPICS
48 Measuring vulnerability to poverty: a unified framework 523
Indranil Dutta and Ajit Mishra
49 Economic insecurity and poverty 535
Olga Cantó and Marina Romaguera-de-la-Cruz
50 Engel curves, spending diversity and welfare measurement 544
Andreas Chai and Elena Stepanova
51 Gender and poverty measurement 553
Sarah Bradshaw and Brian Linneker
52 Poverty and inequality of opportunity 563
Xavi Ramos and Dirk Van de gaer
53 Mortality and poverty measurement 572
Benoit Decerf
PART VI PRO-POOR GROWTH
54 Pro-poor growth 583
Nanak Kakwani
55 Pro-poor growth in a multidimensional context 594
Florent Bresson
PART VII POVERTY MEASUREMENT AROUND THE WORLD
56 Poverty in Europe 605
Marek Kośny
57 A comparison of income poverty measurement in Canada and the United States 613
Thesia I. Garner, Shelly Phipps and Trudi Renwick
58 Poverty in Russia: a bird’s-eye view of trends and dynamics in the past quarter of a century 627
Kseniya Abanokova and Hai-Anh H. Dang
59 Poverty in China 636
Guanghua Wan, Yuan Zhang and Xiaoshan Hu
60 Poverty in Japan 646
Kouhei Komamura and Kuriko Watanabe
61 Poverty in India 654
Shatakshee Dhongde
62 Poverty and inequality in Australia, 2001–2018 663
Alessio Rebechi and Nicholas Rohde
63 Poverty in Latin America 673
Leonardo Gasparini, Maria Emma Santos and Leopoldo Tornarolli
64 Poverty in Western and Central Asia 685
Alan Fuchs Tarlovsky and Maria Fernanda Gonzalez Icaza
65 Poverty in Southeast Asia 696
Duangkamon Chotikapanich and William Griffiths
66 Levels and trends in multidimensional poverty in Algeria, Iraq and Tunisia, using a counting-based approach 710
Valérie Bérenger
67 Poverty in Africa 722
Almas Heshmati and Mekonnen Bersisa
Epilogue by Nora Lustig 733
Index 737
