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The comparability of Income and Expenditure Surveys 1995, 2000 and 2005/2006

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  • Derek Yu

    ()
    (University of Stellenbosch)

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Abstract

The Income and Expenditure Survey (IES) conducted by Statistics South Africa (Stats SA) between September 2005 and August 2006 was the third of its kind, after similar surveys in October 1995 and October 2000. The main purpose of the IES is to collect and provide information on income and expenditure patterns of a representative sample of households, so as to update the basket of goods and services required for the compilation of the Consumer Price Index (CPI). Nonetheless, these surveys have also become an important source of information for poverty and inequality analysis, mainly because of the absence of other detailed datasets containing income and expenditure data. There are, however, important reasons why these datasets cannot be unquestioningly compared. This paper attempts to show why. The IESs conducted in 1995 and 2000 used the recall method. In the recall method, a single questionnaire was administered to a household at a selected dwelling unit in the sample, and the responding household was required to recall income and expenditure either during the month prior to the survey or for the twelve months prior to the survey. However, in the IES conducted in 2005-2006, the diary method was used extensively for the first time in order to record the household’s daily acquisitions on a daily basis. In addition to the adoption of the diary method, the 2005-2006 IES is also different from the previous IESs in many aspects, such as sampling design, questionnaire structure, number of visits to the households, additions of some new expenditure items in the questionnaire, categorization of income and expenditure items, etc., and the focus of this paper is to look at how different the three IESs are, so as to assist researchers and policy makers when they try to analyze the IES data.

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File URL: http://www.ekon.sun.ac.za/wpapers/2008/wp112008/wp-11-2008.pdf
File Function: First version, 2008
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Bibliographic Info

Paper provided by Stellenbosch University, Department of Economics in its series Working Papers with number 11/2008.

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Date of creation: 2008
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Handle: RePEc:sza:wpaper:wpapers59

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Keywords: South Africa; Household survey;

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References

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  1. Cally Ardington & David Lam & Murray Leibbrandt & Matthew Welch, 2005. "The Sensitivity of Estimates of Post-Apartheid Changes in South African Poverty and Inequality to key Data Imputations," SALDRU/CSSR Working Papers 106, Southern Africa Labour and Development Research Unit, University of Cape Town.
  2. Naeem Ahmed & Matthew Brzozowski & Thomas Crossley, 2006. "Measurement errors in recall food consumption data," IFS Working Papers W06/21, Institute for Fiscal Studies.
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Cited by:
  1. Wolfhard Kaus, 2010. "Conspicuous Consumption and Race: Evidence from South Africa," Papers on Economics and Evolution 2010-03, Philipps University Marburg, Department of Geography.
  2. Andreas Chai & Wolfhard Kaus, 2013. "Signalling to whom? Conspicuous spending and the local density of the social group income distribution," Papers on Economics and Evolution 2012-18, Philipps University Marburg, Department of Geography.
  3. Judith Streak & Derek Yu & Servaas Van der Berg, 2009. "Measuring Child Poverty in South Africa: Sensitivity to the Choice of Equivalence Scale and an Updated Profile," Social Indicators Research, Springer, vol. 94(2), pages 183-201, November.
  4. Derek Yu, 2013. "Poverty and inequality estimates of National Income Dynamics Study revisited," Working Papers 05/2013, Stellenbosch University, Department of Economics.
  5. Bengtsson, Niklas, 2011. "The marginal propensity to earn and consume out of unearned income: Evidence using an unusually large cash grant reform," Working Paper Series, Center for Labor Studies 2011:7, Uppsala University, Department of Economics.
  6. Beegle, Kathleen & De Weerdt, Joachim & Friedman, Jed & Gibson, John, 2010. "Methods of household consumption measurement through surveys : experimental results from Tanzania," Policy Research Working Paper Series 5501, The World Bank.
  7. Derek Yu, 2013. "Some factors influencing the comparability and reliability of poverty estimates across household surveys," Working Papers 03/2013, Stellenbosch University, Department of Economics.

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