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Inequality and Welfare Evaluation of Heterogeneous Income Distributions

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Author Info
Shorrocks, Anthony
Abstract

This paper establishes the principles which should govern the welfare and inequality analysis of heterogeneous income distributions. Two basic criteria?the ?equity preference? condition and the ?compensation principle??are shown to be fundamentally incompatible. The paper favours the latter, thereby vindicating the traditional method of dealing with heterogeneous samples. However, inequality and welfare comparisons will usually be well defined only if equivalent incomes are obtained using constant scale factors; and researchers will need to distinguish clearly between inequality of nominal incomes and inequality of living standards. Furthermore, household observations must always be weighted according to family size.

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Paper provided by World Institute for Development Economic Research (UNU-WIDER) in its series Working Papers with number UNU-WIDER Research Paper RP2004/01.

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Length: 38 pages
Date of creation: 2004
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Handle: RePEc:unu:wpaper:rp2004-01

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Keywords: income distribution; inequality; living standards; needs;

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  1. Luis José Imedio Olmedo & Encarnación Macarena Parrado Gallardo & María Dolores Sarrión Gavilán, 2005. "Horizontal equity, equal progression: an utilitarian approach," Hacienda Pública Española, IEF, vol. 174(3), pages 87-115, September. [Downloadable!]
  2. John Creedy & Ross Guest, 2007. "Discounting and the Time Preference Rate: An Introduction," Department of Economics - Working Papers Series 993, The University of Melbourne. [Downloadable!]
  3. John Creedy & Catherine Sleeman, 2005. "Adult Equivalence Scales, Inequality and Poverty," Department of Economics - Working Papers Series 938, The University of Melbourne. [Downloadable!]
  4. Erwin Ooghe & Peter J. Lambert, 2005. "On Bounded Dominance Criteria," University of Oregon Economics Department Working Papers 2005-6, University of Oregon Economics Department, revised 01 May 2005. [Downloadable!]
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