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

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  • 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
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    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. 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.
    3. 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.
    4. 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.
    5. Kobus, Martyna & Miłoś, Piotr, 2012. "Inequality decomposition by population subgroups for ordinal data," Journal of Health Economics, Elsevier, vol. 31(1), pages 15-21.
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    10. 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.
    11. 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.
    12. Martyna Kobus, 2014. "Multidimensional polarization for ordinal data," Working Papers 326, ECINEQ, Society for the Study of Economic Inequality.
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    15. repec:dau:papers:123456789/268 is not listed on IDEAS
    16. 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.
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    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

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    Cited by:

    1. 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.
    2. 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.
    3. 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.
    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. 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.
    7. Klein, Ingo & Mangold, Benedikt, 2015. "Cumulative Paired ," FAU Discussion Papers in Economics 07/2015, Friedrich-Alexander University Erlangen-Nuremberg, Institute for Economics.

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    Keywords

    Inequality; Bi-polarization; Ordinal variables; Self-assessed health;
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