Being Poor and Feeling Rich or Vice Versa? The Determinants of Unequal Income Positions in Old Age Across Europe

Individual prosperity and welfare can be measured using both objective and subjective criteria. Although theory and previous research suggest that these two methods can produce corresponding results, the measurements can also be inconsistent. Against this background, the current paper investigates the relationship between the objective income position of older Europeans (aged 50?+?years) and their perception of their financial situation, using the seventh wave of the Survey of Health, Aging, and Retirement in Europe (SHARE) conducted in 2017. The main research questions include (1) how is objective income distributed in old age across Europe?, (2) how do elderly Europeans evaluate their income situation subjectively?, (3) is there a discrepancy between the objective prosperity position and their subjective perception observable?, (4) are there country-specific differences that are observable?, and (5) how can such discrepancies be explained?

The results show that objective income positions can be congruent with subjective self-perceptions, both good (well-being) and bad (deprivation), of one’s income situation. However, this is not always the case, and country-specific variations do exist. In analyzing the causes of the 2 forms of nonconformance—namely, adaptation (satisfaction paradox) and dissonance (dissatisfaction dilemma)—this paper concludes that sociodemographic and socioeconomic determinants alone cannot account for discrepancies. The consideration of certain social-psychological influences or personality traits and especially social comparison processes (namely, with one’s past) is essential in explaining both the satisfaction paradox and the dissatisfaction dilemma.

     

An elastic-net penalized expectile regression with applications

To perform variable selection in expectile regression, we introduce the elastic-net penalty into expectile regression and propose an elastic-net penalized expectile regression (ER-EN) model. We then adopt the semismooth Newton coordinate descent (SNCD) algorithm to solve the proposed ER-EN model in high-dimensional settings. The advantages of ER-EN model are illustrated via extensive Monte Carlo simulations. The numerical results show that the ER-EN model outperforms the elastic-net penalized least squares regression (LSR-EN), the elastic-net penalized Huber regression (HR-EN), the elastic-net penalized quantile regression (QR-EN) and conventional expectile regression (ER) in terms of variable selection and predictive ability, especially for asymmetric distributions. We also apply the ER-EN model to two real-world applications: relative location of CT slices on the axial axis and metabolism of tacrolimus (Tac) drug. Empirical results also demonstrate the superiority of the ER-EN model.     

The Role of Interorganizational and Organizational Factors on the Decision Mode for Adoption of Interorganizational Systems*

The dramatic growth of interorganizational systems (IOS) has changed the way organizations conduct their business, and has resulted in significant tangible and intangible benefits being realized by participating firms. However, the implementation of these IOS requires the cooperation and commitment of all the participating members. These members may have complex economic and business relationships among themselves that can result in a number of social, political, and economic factors influencing the adoption and implementation of IOS. This study examines the role of interorganizational and organizational factors on the decision mode for adoption of IOS, in the specific context of electronic data interchange (EDI). Four interorganizational factors, based on the socio-political framework derived from research in marketing, and five organizational factors based on research in IS were used in the study. The data for the study were collected through a large scale field survey. Two respondents, the sales/purchase manager and the IS manager, from 201 firms responded to the survey. The results of discriminant analysis of the data reveal that two interorganizational variables, competitive pressure and exercised power, and two organizational variables, internal need and top management support, are important variables to differentiate firms with proactive decision mode from firms with reactive decision mode. The study also evaluates the differences between proactive and reactive firms on three implementation outcomes. Proactive firms are found to have greater extent of adaptation, more external connectivity with trading partners, and better integration of EDI information in their internal IS applications.     

Bringing Japanese Continuous Improvement Approaches to U.S. Manufacturing: The Roles of Process Orientation and Communications*

Continuous improvement (CI) has played a key role in Japan's quality management. U.S. companies have begun to adopt CI in recent years. This paper studies the implementation of CI in seven U.S. manufacturing companies. We view values as the core concept of culture that impacts CI effectiveness. Using both qualitative and quantitative data with a sample of seven companies, we observe empirically a relationship between process-oriented values and CI effectiveness. We also find that communications involving workers is strongly associated with CI effectiveness. Finally, we find an association between process orientation and communication frequency, and argue that communications act as an intervening variable between process orientation and effectiveness.     

Resource Flexibility Issues in Multistage Manufacturing

We test the situational impact of two types of resource flexibility, machine flexibility and labor flexibility, in a material requirements planning (MRP)-driven production system. Machine flexibility has not been treated in prior multistage research, only labor flexibility. Machine flexibility is closely related to a plant's positioning strategy. A process-focused plant opts for considerable machine flexibility by choosing general-purpose equipment. Resource flexibility, if effective, can be an attractive alternative to two other types of buffers, inflated inventories and costly capacity cushions. Our simulation results, using factor settings established earlier by a panel of managers, show that resource flexibility is indeed an effective buffer against uncertainties such as end-item demand variability, capacity bottlenecks, equipment failures, and yield losses. Machine flexibility is especially helpful in environments characterized by high uncertainties, tight capacities, and large lot sizes. Worker flexibility has a similar, but less dramatic, impact. Benefits are most striking with customer service, rather than with inventory or labor productivity. Finally, we show that simultaneous introduction of both machine and labor flexibility yields only marginal improvements over either kind of flexibility alone.     

On hysteretic vector autoregressive model with applications

This paper proposes a new hysteretic vector autoregressive (HVAR) model in which the regime switching may be delayed when the hysteresis variable lies in a hysteresis zone. We integrate an adapted multivariate Student-t distribution from amending the scale mixtures of normal distributions. This HVAR model allows for a higher degree of flexibility in the degrees of freedom for each time series. We use the proposed model to test for a causal relationship between any two target time series. Using posterior odds ratios, we overcome the limitations of the classical approach to multiple testing. Both simulated and real examples herein help illustrate the suggested methods. We apply the proposed HVAR model to investigate the causal relationship between the quarterly growth rates of gross domestic product of United Kingdom and United States. Moreover, we check the pairwise lagged dependence of daily PM2.5 levels in three districts of Taipei.     

Special issue dedicated to Odd O. Aalen

Lifetime Data Analysis -     

Transnational queer sociological analysis of sexual identity and civic‐political activism in Hong Kong,Taiwan and mainland China

The sociology of homosexuality lacks engagement with queer theory and postcolonialism and focuses primarily on the global metropoles, thus failing to provide a plausible account of non‐Western non‐normative sexual identities. This research adopts the author’s newly proposed transnational queer sociology to address these deficiencies. First, it critiques the Western model of sexual identity predominantly employed to elucidate non‐Western, non‐normative sexualities. It does so by examining not only the queer flows between West and non‐West but also those among and within non‐Western contexts to produce translocally shared and mutually referenced experiences. Second, the proposed approach combines sociology with queer theory by emphasizing the significant role of material, as well as discursive, analyses in shaping queer identities, desires and practices. This article employs the approach to examine young gay male identities, as revealed in 90 in‐depth interviews conducted in Hong Kong (n = 30), Taiwan (Taipei, n = 30) and mainland China (Shanghai, n = 30) between 2017 and 2019. More specifically, it highlights the interplay between the state and identity by investigating the intersection and intertwining effects of these young men’s sexual and cultural/national identities, revealing three different forms of civic‐political activism. The article both demonstrates the way in which sexuality and the state are mutually constituted and provides nuanced analysis of the heterogeneity of contemporary homosexualities in Hong Kong, Taiwan and mainland China. In applying a new sociological approach to understanding sexuality, this research joins the growing body of scholarship within sociology that is decentring the Western formation of universal knowledge.     

Protecting and Benchmarking Migrants’ Rights: An Analysis of the Global Compact for Safe,Orderly and Regular Migration

The Global Compact for Safe, Orderly, and Regular Migration (GCM) was to be “guided by human rights law and standards” in recognition of the rights of international migrants, who are currently protected by an overlapping patchwork of treaties and international law. The GCM contains many laudable commitments that, if implemented, will ensure that states more consistently respect, protect, and fulfil the rights of all migrants and also that states incorporate data on migration into a more cohesive governance regime that does more to promote cooperation on the issue of international migration. However, many concerns remain. Using a legal analysis and cross‐national policy data, we find that the GCM neither fully articulates existing law nor makes use of international consensus to expand the rights of migrants. In its first section, this article provides a concise analysis of the GCM's compliance with a set of core principles of existing international human rights law regarding migrants. In the second section, we apply a novel instrument to create an objective, cross‐national accounting of the laws protecting migrants’ rights in various national legal frameworks. Focusing on a sample of five diverse destination and sending countries, the results suggest we are close to an international consensus on the protection of a core set of migrants’ rights. This analysis should help prioritize the work necessary to implement the GCM.     

The Social Bases of Rural‐Urban Political Divides: Social Status,Work, and Sociocultural Beliefs

The rural‐urban political divide has sparked media and social science concern. Yet national studies of rural and urban voters have largely failed to draw from the distinct conceptual literatures produced by rural sociologists. We take a new look at individuals’ voting choices, building from two rural sociological literatures, research on spatial inequality and on the rural‐urban continuum, to identify the social bases anteceding Republican voting in presidential elections. We analyze three social bases along which rural‐urban populations vary: social structural statuses, work and employment, and sociocultural values and beliefs. We question the degree to which rural‐urban differences can be accounted for by these factors. Data are from approximately 9,000 respondents to the General Social Surveys for election years 2000–2012. Our findings demonstrate that the literatures produced by rural sociologists provide a strong conceptual foundation for explaining rural‐urban voting differences. Rural and urban residents’ differential social statuses account for the greatest variation in their voting choices. Sociocultural values and beliefs, particularly attitudes toward domestic social issues, are also important. Findings add significant insight into the variety of factors that differentiate rural‐urban individuals’ voting choices as well as illuminate the need for greater emphasis on exurban voters.