Gender and Multidimensional Poverty in South Africa: Applying the Global Multidimensional Poverty Index (MPI)

Recent work has shown that the gender gap in income poverty has widened in post-apartheid South Africa even though overall poverty levels have declined. One of the main criticisms of money-metric studies of gendered poverty differences is that income is only one dimension of poverty and that other measures of welfare may better reflect the relative well-being of women and female-headed households. This article presents a multidimensional approach to measuring the gender poverty gap in post-apartheid South Africa. Using data from the 2008 wave of the South African National Income Dynamic Study, the internationally comparable multidimensional poverty index (the MPI) is used to estimate gender differences in a number of different achievements. The findings suggest that the multidimensional gender poverty gap is similar to the poverty gap measured by the conventional money-metric approach at several national poverty lines. However, the MPI poverty differential between female- and male-headed households is slightly narrower than the income poverty gap between these two household types. In order to explore these findings further, the paper decomposes the components of multidimensional poverty by gender and for both female- and male-headed households. The paper concludes by considering how greater investments in health care delivery and in basic services, particularly in rural areas, may yield progress towards gender equality.     

The Capability Approach and Fuzzy Poverty Measures: An Application to the South African Context

One way of making the capability approach (CA) operational uses fuzzy poverty measures. In this paper, we present a new approach to applying these measures in the South African context using responses to a questionnaire on ‘The Essentials of Life’ in conjunction with a methodology for dealing with the vagueness of poverty. Our results suggest very low cut-offs for people or households to classify as definitely poor for some social indicators. These cut-offs are far lower than those Klasen used in his application of the CA. The attempt to apply the CA using Cheli and Lemmi’s ‘totally fuzzy and relative’ poverty measure in conjunction with our approach to specifying cut-offs can lead to incoherence. This measure can, nonetheless, be useful when social indicators have a ‘relativist component’. While the Cerioli and Zani measure does not lead to such incoherence, it also has a serious weakness.     

The Dynamics of Multidimensional Poverty in Contemporary Australia

Progressively more researchers argue that successfully measuring social inequalities requires moving from income-based to multidimensional poverty indicators, but evidence on Australia is still largely reliant on the former. Using long-running panel data from the Household, Income and Labour Dynamics in Australia Survey we examine trends in multidimensional poverty in Australia between 2001 and 2013. We find that this has been relatively stable, with some evidence of an upwards trend following from the 2008 Global Financial Crisis. However, a closer examination of the individual components reveals a more dynamic picture. Deprivation concerning health, material resources, social support and education increased over the 13-year observation period, offsetting decreases in deprivation concerning safety perceptions, employment and community participation. Additionally, using counterfactual simulations, we examine the relative roles of different poverty domains in explaining changes in Australian multidimensional poverty. We find that recent year-on-year changes in multidimensional poverty are mainly driven by fluctuations in social support, health and material resources. Altogether, our findings suggest that Australian poverty-reduction policies would enhance their effectiveness and efficiency by focusing on improving disadvantage in the domains of health and material resources.     

The International Multidimensional Fertility Index: The European Case

We propose an index to measure the degree of ability or desire of the population in a given country to have children, via an analysis of certain factors that may have a positive or negative influence on the fertility rate of that country. Using data for the twenty-eight countries of the European Union, and Principal Components Analysis, we construct the International Multidimensional Fertility Index as a combination of four dimensions: (1) Economy and family, (2) Attitudes and habits, (3) Work–Life Balance, and (4) Policy, along with nineteen distinct variables. We find that Denmark, the Netherlands, and Luxembourg are among the countries with the highest value of the index, and they also have high fertility rates within the EU. At the other end of the spectrum, Latvia, Cyprus, and Greece, are ranked in the last positions according to our index, countries that also present low values in their fertility rates. We also find a positive correlation between the value of our index and country fertility rates, an indication that our index may be capturing country differences in the conditions for bearing children, with higher values of the index indicating better conditions for childbirth and childrearing. To the extent that international data becomes available, our methodology will allow for the construction of international rankings, helpful in identifying cross-country differences in the conditions for fertility.     

The Personal Wellbeing Index in the South African IsiXhosa Translation: A Qualitative Focus Group Study

Social Indicators Research - International scholars who rely on the Personal Wellbeing Index (PWI) to compare cross-cultural quality of life have often been confronted with the problems of nuances...     

The Multidimensional Measurement of Poverty in Belgium and Britain: A Categorical Approach

In recent years, both in socialscience and policy circles, there has been agrowing consensus on the multidimensionalnature of poverty. However, theoperationalisation of the concept has notfollowed this development, as most studies arestill primarily based on income. In thisarticle, we propose to measure the concept ofpoverty using both monetary and non-monetaryindicators. To this end, a latent classmeasurement model is used, allowing us to takeaccount of the multidimensionality of the dataand the discrete nature of most availablepoverty indicators. The proposed measurementinstrument allows for poverty to manifestitself in different ways or forms for differentsubgroups in the population. Furthermore, theoccurrence of multiple deprivation, rather thana `negative' score on only one indicator, istaken into account. In addition, specialattention is paid to the feasibility ofconstructing a multidimensional poverty measurewhich can be used to study poverty dynamicswith longitudinal panel data. We presentfigures on the size and the social distributionof the `poor' population in Belgium andBritain. These figures indicate that theresults of our multidimensional measurementprocedure are both plausible and substantivelyinterpretable.     

Multidimensional Poverty in China: Findings Based on the CHNS

This paper estimates multidimensional poverty in China by applying the Alkire-Foster methodology to the China Health and Nutrition Survey 2000–2009 data. Five dimensions are included: income, living standard, education, health and social security. Results suggest that rapid economic growth has resulted not only in a reduction in income poverty but also in a reduction in multidimensional poverty in the last decade, both in terms of its prevalence and intensity. However, many challenges remain. There are wide disparities across provinces and between urban and rural areas, with poverty being 1.5 times higher in rural areas than in urban ones in 2009. Moreover, rising deprivation in education in rural and less developed provinces should also be a policymaking concern.     

Considering the Extremely Poor: Multidimensional Poverty Measurement for Germany

This paper applies the Alkire and Foster (J Public Econ 95:476–487, 2011) index of multidimensional poverty to German data. This is done with respect to the politically most important dimensions of poverty mentioned in the German Federal Government’s report on poverty and wealth. Additionally, a modification of the identification step of the Alkire–Foster index is proposed to guarantee that individuals, who are extremely poor in only few dimensions, are not omitted by the index.     

Multidimensional Poverty in Paraguay: Trends from 2000 to 2015

The paper discusses Kenneth C. Land and Alex C. Michalos’ review and assessment of the evolution of research on social indicators, quality of life and well-being over the past fifty years. The contribution deals with the impacts of three major societal changes on the future research agenda of social indicators research: firstly, impacts of the changing class structure of post-industrial society, secondly, globalization impacts, including its economic, political, cultural and institutional dimensions, and thirdly, the impacts of an increasingly networked digitalization of production and consumption.     

Multidimensional Child Poverty: From Complex Weighting to Simple Representation

Within the debates on poverty measurement among experts as well as the discussions about Sustainable Development Goals (SDGs) an interesting shift has taken place in recent years, away from uni-dimensional measurements (based on a poverty line) and towards multi-dimensional approaches. Any multi-dimensional approach is, by definition, dealing with the complexity of poverty across a range of aspects which need to be assessed separately before they can be combined (weighted) to produce an overall, synthetic measure. This measure, in turn, if it is going to be more than a theoretical curiosum, must be translated for and presented to the public at large and decision-makers in order to impact programs and policies to reduce and eliminate poverty. In this paper, all the steps involved in the last two sentences are explored. This is done in the context of the measurement of Child Poverty that was initiated over a decade ago by UNICEF. After a brief review of the history and evolution of the measurement of Child Poverty, three consecutive sections dealing with the issues raised above are introduced. First, based on the experience of over 70 countries from all developing continents, the selection of indicators is discussed. This is followed by a simple simulation showing the pitfalls of endogenous weights. The third of these sections explores the challenges in presenting these results to a wide, lay audience which are shown to be less intractable than the issues faced by weighted composite indexes and the “dollar-a-day” uni-dimensional metric. An additional section deals with the problem of embedding the Child Poverty measurement within the larger poverty picture of the country (i.e. comparing and complementing metrics of adult and overall poverty). The final section summarizes the main results and conclusions of the paper.     

Multidimensional Human Opportunity Index

One fact that emerges from the evaluation of the Millennium Development Goals is that not all countries met all the goals and there are significant complementaries among failing on specific goals. This paper proposes the Multidimensional Human Opportunity Index (MHOI) that focuses on the complementaries among access to multiple services. We focus on access to services for children, with the aim of capturing equality in opportunity for children from diverse socio-economic backgrounds. This index builds on the Human Opportunity Index of the World Bank that measures children’s access to a basic service, such as access to clean water. However, the MHOI differs from the parent index in that we measure joint access to multiple services or access to a bundle of services. We apply the MHOI on two Himalayan states of South Asia, Nepal and Bhutan, and show that although each basic service is available to a large proportion of the population, only two-thirds in Bhutan and one half in Nepal have access to the bundle of basic services in 2011–2012.     

Rethinking the African AIDS Epidemic

Half the AIDS victims in the world are in East and Southern Africa, where adult HIV sero‐prevalence was 11.4 percent by the end of 1997 and over 25 percent in two countries of Southern Africa. HIV/AIDS infection is not the result of ignorance, as nearly everyone has sufficient knowledge about AIDS and how it is transmitted. The high levels of AIDS arise from the failure of African political and religious leaders to recognize social and sexual reality. The means for containing and conquering the epidemic are already known, and could prove effective if the leadership could be induced to adopt them. The lack of individual behavioral change and of the implementation of effective government policy has roots in attitudes to death and a silence about the epidemic arising from beliefs about its nature and the timing of death. International responsibility may have to be taken before the needed effective policies are put in place.     

The Good African Society Index

This paper constructs a Good Society Index for 45 African countries, termed the Good African Society Index (GASI). The GASI consists of nine main indexes: (1) economic sustainability, (2) democracy and freedom, (3) child well-being, (4) environment and infrastructure, (5) safety and security, (6) health and health systems, (7) integrity and justice, (8) education, and (9) social sustainability and social cohesion. Each component is split into four sub-components for a total of 36 indicators. Tunisia ranks highest on the GASI, followed by Cape Verde and Botswana. Chad has the lowest GASI score, followed by Central African Republic and Cote d’Ivoire. The GASI is strongly related to the 2012 Human Development Index and Fragile States Index, to a lesser extent, GNI per capita.     

Dynamics of Multidimensional Poverty and Uni-dimensional Income Poverty: An Evidence of Stability Analysis from China

Social Indicators Research - In this paper, we construct an illustrative multidimensional poverty index for China and compare it with income poverty using the panel data from multiple waves of the...     

Multidimensional Poverty in Mountainous Regions: Shan and Chin in Myanmar

Poverty is complex and multidimensional. People living in mountainous regions are vulnerable and more likely to experience multiple deprivation. However, few studies have addressed multidimensional poverty in mountainous regions. Using data from 4290 households of poverty and vulnerability assessment survey and the Alkire–Foster methodology, this paper estimate and decompose multidimensional poverty in the states of Shan and Chin in Myanmar. The multidimensional poverty is measured in five dimensions and a set of twelve indicators. Nearly half of the population in Shan and three-quarters in Chin were multidimensionally poor. The average intensity of poverty was 44% in Chin and 38% in Shan. The multidimensional poverty index was 0.33 in Chin and 0.19 in Shan. The level of multidimensional poverty in Chin was similar to that in of Sub-Saharan Africa. In Chin, 60% of the population was both multidimensionally poor and consumption poor, but in Shan, it was 20%. About 28% of the population in Shan and 15% in Chin were multidimensionally poor but not consumption poor. Deprivation in education accounts for one-third of the multidimensional poverty in Shan; while deprivation in health accounts for one-third of the multidimensional poverty in Chin. A higher proportion of multidimensionally poor had experienced shocks such as the death of a household member, agricultural loss, or death of livestock compared to the multidimensional non-poor. Multidimensional poverty was significantly higher for rural household, households with lower educational attainment, consumption poor and among those who lived in Chin. Poverty reduction programs require a holistic understanding of poverty and its different dimensions as well as the main contributing factors for effective planning and program implementation. Geographical targeting of poverty reduction program and larger investment in food, health, water, energy and education can reduce the extent of multidimensional poverty in Shan and Chin.     

Income and Beyond: Multidimensional Poverty in Six Latin American Countries

This paper studies multidimensional poverty for Argentina, Brazil, Chile, El Salvador, Mexico and Uruguay for the period 1992–2006. The approach overcomes the limitations of the two traditional methods of poverty analysis in Latin America (income-based and unmet basic needs) by combining income with five other dimensions: school attendance for children, education of the household head, sanitation, water and shelter. The results allow a fuller understanding of the evolution of poverty in the selected countries. Over the study period, El Salvador, Brazil, Mexico and Chile experienced significant reductions in multidimensional poverty. In contrast, in urban Uruguay there was a small reduction in multidimensional poverty, while in urban Argentina the estimates did not change significantly. El Salvador, Brazil and Mexico, and rural areas of Chile display significantly higher and more simultaneous deprivations than urban areas of Argentina, Chile and Uruguay. In all countries, deprivation in access to proper sanitation and education of the household head are the highest contributors to overall multidimensional poverty.     

Different Dimensions: Internalized Homonegativity Among African American Men Who Have Sex With Men in the Deep South

This study examined the psychometric properties of the Internalized Homonegativity Inventory (IHNI) among African American men who have sex with men (AAMSM) in the southeastern United States. Data from 261 AAMSM were analyzed using exploratory factor analysis. Results showed evidence of a two-factor solution: personal and moral homonegativity and gay affirmation. Internal consistencies were greater than .80, and correlations with other variables (e.g., sociodemographics, religiosity, masculinity) provided evidence of validity. Findings suggesting a two-factor instead of a three-factor solution may indicate that the IHNI manifests differently for AAMSM in the Deep South than for predominantly White MSM. Further research should examine how incorporating new conceptions of internalized homonegativity into culturally specific health-promotion interventions for AAMSM might enhance effectiveness.     

Constructing Well-Being and Poverty Dimensions on Political Grounds

The paper addresses the problem of justifying ethically sound dimensions of poverty or well-being for use in a multidimensional framework. We combine Sen’s capability approach and Rawls’ method of political constructivism and argue that the constitution and its interpretative practice can serve as an ethically suitable informational basis for selecting dimensions, under certain conditions. We illustrate our Constitutional Approach by deriving a set of well-being dimensions from an analysis of the Italian Constitution. We argue that this method is both an improvement on those used in the existing literature from the ethical point of view, and has a strong potential for providing the ethical basis of a conception of well-being for the public affairs of a pluralist society. In the final part, we elaborate on the implications for measuring well-being based on data, by ranking Italian regions in terms of well-being, and pointing out the differences in results produced by different methods.     

Extreme Energy Poverty Incidence and Determinants in Nigeria: A Multidimensional Approach

Social Indicators Research - Energy poverty has emerged in recent times as a crucial aspect of poverty, afflicting the developing world in general and Nigeria in particular. Drawing from some of...