IDEAS home Printed from https://ideas.repec.org/p/hal/psewpa/halshs-00850014.html
   My bibliography  Save this paper

Inequality and bi-polarization in socioeconomic status and health: Ordinal approaches

Author

Listed:
  • Bénédicte H. Apouey

    () (PSE - Paris School of Economics - ENPC - École des Ponts ParisTech - ENS Paris - École normale supérieure - Paris - PSL - Université Paris sciences et lettres - UP1 - Université Paris 1 Panthéon-Sorbonne - CNRS - Centre National de la Recherche Scientifique - EHESS - École des hautes études en sciences sociales - INRAE - Institut National de Recherche pour l’Agriculture, l’Alimentation et l’Environnement, PSE - Paris-Jourdan Sciences Economiques - CNRS - Centre National de la Recherche Scientifique - ENPC - École des Ponts ParisTech - EHESS - École des hautes études en sciences sociales - INRA - Institut National de la Recherche Agronomique - ENS Paris - École normale supérieure - Paris - PSL - Université Paris sciences et lettres)

  • Jacques Silber

    () (Department of Economics [Israël] - Bar-Ilan University [Israël], CEPS/INSTEAD - Centre d'Etudes de Populations, de Pauvreté et de Politiques Socio-Economiques / International Networks for Studies in Technology, Environment, Alternatives, Development - Centre d'Etudes de Populations, de Pauvreté et de Politiques Socio-Economiques / International Networks for Studies in Technology, Environment, Alternatives, Development)

Abstract

Traditional indices of bi-dimensional inequality and polarization were developed for cardinal variables and cannot be used to quantify dispersion in ordinal measures of socioeconomic status and health. This paper develops two approaches to the measurement of inequality and bi-polarization using only ordinal information. An empirical illustration is given for 24 European Union countries in 2004-2006 and 2011. Results suggest that inequalities and bi-polarization in income and health are especially large in Estonia and Portugal, and that inequalities have significantly increased in recent years in Austria, Belgium, Finland, Germany, and the Netherlands, whereas bi-polarization significantly decreased in France, Portugal, and the UK.

Suggested Citation

  • Bénédicte H. Apouey & Jacques Silber, 2013. "Inequality and bi-polarization in socioeconomic status and health: Ordinal approaches," PSE Working Papers halshs-00850014, HAL.
    • Handle: RePEc:hal:psewpa:halshs-00850014
    Note: View the original document on HAL open archive server: https://halshs.archives-ouvertes.fr/halshs-00850014
    as

    Download full text from publisher

    File URL: https://halshs.archives-ouvertes.fr/halshs-00850014/document
    Download Restriction: no
    ---><---

    Other versions of this item:

    References listed on IDEAS

    as
    1. Benedicte Apouey, 2007. "Measuring health polarization with self‐assessed health data," Health Economics, John Wiley & Sons, Ltd., vol. 16(9), pages 875-894, September.
    2. Abul Naga, Ramses H. & Yalcin, Tarik, 2008. "Inequality measurement for ordered response health data," Journal of Health Economics, Elsevier, vol. 27(6), pages 1614-1625, December.
    3. Joseph Deutsch & Jacques Silber & Gaston Yalonetzky, 2014. "On Bi-Polarization and The Middle Class in Latin America: A Look At the First Decade of the Twenty-First Century," Review of Income and Wealth, International Association for Research in Income and Wealth, vol. 60(S2), pages 332-352, November.
    4. Eddy van Doorslaer & Xander Koolman, 2004. "Explaining the differences in income‐related health inequalities across European countries," Health Economics, John Wiley & Sons, Ltd., vol. 13(7), pages 609-628, July.
    5. Alain Trannoy & Sandy Tubeuf & Florence Jusot & Marion Devaux, 2010. "Inequality of opportunities in health in France: a first pass," Health Economics, John Wiley & Sons, Ltd., vol. 19(8), pages 921-938, August.
    6. Adi Lazar & Jacques Silber, 2013. "On The Cardinal Measurement Of Health Inequality When Only Ordinal Information Is Available On Individual Health Status," Health Economics, John Wiley & Sons, Ltd., vol. 22(1), pages 106-113, January.
    7. Bénédicte H. Apouey, 2010. "On Measuring And Explaining Socioeconomic Polarization In Health With An Application To French Data," Review of Income and Wealth, International Association for Research in Income and Wealth, vol. 56(1), pages 141-170, March.
    8. Martyna Kobus, 2014. "Multidimensional polarization for ordinal data," Working Papers 326, ECINEQ, Society for the Study of Economic Inequality.
    9. van Kippersluis, Hans & Van Ourti, Tom & O'Donnell, Owen & van Doorslaer, Eddy, 2009. "Health and income across the life cycle and generations in Europe," Journal of Health Economics, Elsevier, vol. 28(4), pages 818-830, July.
    10. Kobus, Martyna & Miłoś, Piotr, 2012. "Inequality decomposition by population subgroups for ordinal data," Journal of Health Economics, Elsevier, vol. 31(1), pages 15-21.
    11. Adam Wagstaff & Eddy van Doorslaer, 2004. "Overall versus socioeconomic health inequality: a measurement framework and two empirical illustrations," Health Economics, John Wiley & Sons, Ltd., vol. 13(3), pages 297-301, March.
    12. Doorslaer, Eddy van & Jones, Andrew M., 2003. "Inequalities in self-reported health: validation of a new approach to measurement," Journal of Health Economics, Elsevier, vol. 22(1), pages 61-87, January.
    13. Allison, R. Andrew & Foster, James E., 2004. "Measuring health inequality using qualitative data," Journal of Health Economics, Elsevier, vol. 23(3), pages 505-524, May.
    14. repec:dau:papers:123456789/268 is not listed on IDEAS
    15. Kakwani, Nanak & Wagstaff, Adam & van Doorslaer, Eddy, 1997. "Socioeconomic inequalities in health: Measurement, computation, and statistical inference," Journal of Econometrics, Elsevier, vol. 77(1), pages 87-103, March.
    16. Groot, Wim, 2000. "Adaptation and scale of reference bias in self-assessments of quality of life," Journal of Health Economics, Elsevier, vol. 19(3), pages 403-420, May.
    Full references (including those not matched with items on IDEAS)

    Citations

    Blog mentions

    As found by EconAcademics.org, the blog aggregator for Economics research:
    1. #HEJC papers for September 2013
      by academichealtheconomists in The Academic Health Economists' Blog on 2013-09-01 04:01:38

    Citations

    Citations are extracted by the CitEc Project, subscribe to its RSS feed for this item.
    as


    Cited by:

    1. Frank A Cowell & Martyna Kobus & Radoslaw Kurek, 2017. "Welfare and Inequality Comparisons for Uni- and Multi-dimensional Distributions of Ordinal Data," STICERD - Public Economics Programme Discussion Papers 31, Suntory and Toyota International Centres for Economics and Related Disciplines, LSE.
    2. Marta Pascual & David Cantarero & Paloma Lanza, 2018. "Health polarization and inequalities across Europe: an empirical approach," The European Journal of Health Economics, Springer;Deutsche Gesellschaft für Gesundheitsökonomie (DGGÖ), vol. 19(8), pages 1039-1051, November.
    3. Bénédicte Apouey & Pierre-Yves Geoffard, 2015. "Le gradient et la transmission intergénérationnelle de la santé pendant l'enfance," Économie et Statistique, Programme National Persée, vol. 475(1), pages 113-133.
    4. SILBER, Jacques & XU, Yongsheng, 2016. "The Health Equivalent Adjusted Level (HEAL): Taking an Ordinal Approach to the Measurement of a Society's Health Achievements," Discussion paper series HIAS-E-31, Hitotsubashi Institute for Advanced Study, Hitotsubashi University.
    5. Maria Livia ŞTEFĂNESCU, 2015. "Analyzing the health status of the population using ordinal data," Computational Methods in Social Sciences (CMSS), "Nicolae Titulescu" University of Bucharest, Faculty of Economic Sciences, vol. 3(1), pages 18-24, June.
    6. Klein, Ingo & Mangold, Benedikt, 2015. "Cumulative Paired ," FAU Discussion Papers in Economics 07/2015, Friedrich-Alexander University Erlangen-Nuremberg, Institute for Economics.
    7. Martyna Kobus & Radosław Kurek, 2019. "Multidimensional polarization for ordinal data," The Journal of Economic Inequality, Springer;Society for the Study of Economic Inequality, vol. 17(3), pages 301-317, September.

    Most related items

    These are the items that most often cite the same works as this one and are cited by the same works as this one.
    1. Bénédicte H. Apouey & Jacques Silber, 2016. "Performance and Inequality in Health: A Comparison of Child and Maternal Health across Asia," Research on Economic Inequality, in: John A. Bishop & Juan Gabriel Rodríguez (ed.), Inequality after the 20th Century: Papers from the Sixth ECINEQ Meeting, volume 24, pages 181-214, Emerald Publishing Ltd.
    2. Maria Livia ŞTEFĂNESCU, 2015. "Analyzing the health status of the population using ordinal data," Computational Methods in Social Sciences (CMSS), "Nicolae Titulescu" University of Bucharest, Faculty of Economic Sciences, vol. 3(1), pages 18-24, June.
    3. Jones, Andrew M. & Rice, Nigel & Robone, Silvana & Dias, Pedro Rosa, 2011. "Inequality and polarisation in health systems' responsiveness: A cross-country analysis," Journal of Health Economics, Elsevier, vol. 30(4), pages 616-625, July.
    4. I. Josa & A. Aguado, 2020. "Measuring Unidimensional Inequality: Practical Framework for the Choice of an Appropriate Measure," Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, Springer, vol. 149(2), pages 541-570, June.
    5. Paul Makdissi & Myra Yazbeck, 2017. "Robust rankings of socioeconomic health inequality using a categorical variable," Health Economics, John Wiley & Sons, Ltd., vol. 26(9), pages 1132-1145, September.
    6. Nádia Simões & Nuno Crespo & Sandrina B. Moreira & Celeste A. Varum, 2016. "Measurement and determinants of health poverty and richness: evidence from Portugal," Empirical Economics, Springer, vol. 50(4), pages 1331-1358, June.
    7. Paolo Li Donni & Vito Peragine & Giuseppe Pignataro, 2014. "Ex‐Ante And Ex‐Post Measurement Of Equality Of Opportunity In Health: A Normative Decomposition," Health Economics, John Wiley & Sons, Ltd., vol. 23(2), pages 182-198, February.
    8. Suman Seth and Gaston Yalonetzky, 2018. "Assessing Deprivation with Ordinal Variables: Depth Sensitivity and Poverty Aversion," OPHI Working Papers ophiwp123.pdf, Queen Elizabeth House, University of Oxford.
    9. Martyna Kobus & Radosław Kurek, 2019. "Multidimensional polarization for ordinal data," The Journal of Economic Inequality, Springer;Society for the Study of Economic Inequality, vol. 17(3), pages 301-317, September.
    10. Bénédicte H. Apouey, 2010. "On Measuring And Explaining Socioeconomic Polarization In Health With An Application To French Data," Review of Income and Wealth, International Association for Research in Income and Wealth, vol. 56(1), pages 141-170, March.
    11. Sandip Sarkar & Sattwik Santra, 0. "Extending the approaches to polarization ordering of ordinal variables," The Journal of Economic Inequality, Springer;Society for the Study of Economic Inequality, vol. 0, pages 1-20.
    12. Mohammad Abu-Zaineh & Ramses H. Abul Naga, 2019. "Bread and Social Justice: Measurement of Social Welfare and Inequalities Using Anthropometrics," AMSE Working Papers 1930, Aix-Marseille School of Economics, France.
    13. Sandip Sarkar & Sattwik Santra, 2020. "Extending the approaches to polarization ordering of ordinal variables," The Journal of Economic Inequality, Springer;Society for the Study of Economic Inequality, vol. 18(3), pages 421-440, September.
    14. Christoffer Sonne-Schmidt & Finn Tarp & Lars Peter Østerdal, 2013. "Ordinal Multidimensional Inequality," WIDER Working Paper Series wp-2013-097, World Institute for Development Economic Research (UNU-WIDER).
    15. Martyna Kobus & Olga Półchłopek & Gaston Yalonetzky, 2019. "Inequality and Welfare in Quality of Life Among OECD Countries: Non-parametric Treatment of Ordinal Data," Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, Springer, vol. 143(1), pages 201-232, May.
    16. Vanesa Jorda & Borja López-Noval & José María Sarabia, 2019. "Distributional Dynamics of Life Satisfaction in Europe," Journal of Happiness Studies, Springer, vol. 20(4), pages 1015-1039, April.
    17. Sonne-Schmidt, Christoffer & Tarp, Finn & Østerdal, Lars Peter, 2013. "Ordinal Multidimensional Inequality," WIDER Working Paper Series 097, World Institute for Development Economic Research (UNU-WIDER).
    18. Guangming Lv & Yang Wang & Yongsheng Xu, 2015. "On a new class of measures for health inequality based on ordinal data," The Journal of Economic Inequality, Springer;Society for the Study of Economic Inequality, vol. 13(3), pages 465-477, September.
    19. Christoffer Sonne-Schmidt & Finn Tarp & Lars Peter Østerdal, 2016. "Ordinal Bivariate Inequality: Concepts and Application to Child Deprivation in Mozambique," Review of Income and Wealth, International Association for Research in Income and Wealth, vol. 62(3), pages 559-573, September.
    20. Alessio Fusco & Jacques Silber, 2014. "On social polarization and ordinal variables: the case of self-assessed health," The European Journal of Health Economics, Springer;Deutsche Gesellschaft für Gesundheitsökonomie (DGGÖ), vol. 15(8), pages 841-851, November.

    More about this item

    Keywords

    Inequality; Bi-polarization; Ordinal variables; Self-assessed health;
    All these keywords.

    NEP fields

    This paper has been announced in the following NEP Reports:

    Statistics

    Access and download statistics

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:hal:psewpa:halshs-00850014. See general information about how to correct material in RePEc.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: (CCSD). General contact details of provider: https://hal.archives-ouvertes.fr/ .

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    If CitEc recognized a reference but did not link an item in RePEc to it, you can help with this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service hosted by the Research Division of the Federal Reserve Bank of St. Louis . RePEc uses bibliographic data supplied by the respective publishers.