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ANALYSIS OF POVERTY INDICATORS ACCORDING TO THE EQUIVALENCE SCALE SELECTION: THE CASE OF TURKEY

Year 2021, Volume: 17 Issue: 2, 279 - 296, 31.12.2021

Abstract

In this study, the effect of the equivalence scales used for the measurement of poverty within the framework of the monetary approach constituting the traditional approach, on income and poverty rates is analyzed. In addition, sensitivity to the choice of equivalence scale is investigated with both general and a regional perspective. In determining the equivalence scales and poverty measurement methods within the scope of the study methods of international organizations and international literature are taken into consideration. In this context, the poverty indicators according to each equivalence scale, are calculated based on the cross-section data of Income and Living Conditions Survey 2017. As a result of the calculations, it is found that poverty values vary according to the equivalence scale selection. Moreover, in the equivalence-based poverty calculations, it is observed that the Oxford equivalence scales produced high values, while other equivalence scales like Fuchs equivalence scale produced low values. Finally, it is concluded that this situation constitutes a general form in terms of general and regional perspective.

References

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  • Betti., G., Karadag, M. A., Sarica, O., Ucar, B., (2016). How to Reduce the Impact of Equivalence Scales on Poverty Measurement: Evidence from Turkey, Social Indicators Research, 132(3), s.1023-1035.
  • Betti., G., Karadag, M. A., Sarica, O., Ucar, B., (2017). Regional Differences in Equivalence Scales in Turkey, Economy of Region, 13(1), s.63-69.
  • Beyene, B. M., (2010). How Sensitive Are Poverty Measures to the Choice of Equivalence Scale and Unit of Analysis? Evidence from Urban Ethiopia, In Proceedings of the Seventh International Conference on the Ethiopian Economy, 1, s.115-149.
  • Bishop, J., Grodner, A., Liu, H., Ahamdanech-Zarco, I., (2014). Subjective Poverty Equivalence Scales for Euro Zone Countries, The Journal of Economic Inequality, 12(2), s.265-278.
  • Blackorby, C., Donaldson, D., (1993). Household Equivalence Scales and Welfare Comparisons: A Comment, Journal of Public Economics, 50(1), s.143-146.
  • Blaylock, J. R., (1991). The Impact of Equivalence Scales on the Analysis of Income and Food Spending Distributions, Western Journal of Agricultural Economics, 16(1), s.11-20.
  • Buhmann, B., Rainwater, L., Schmaus, G., Smeeding, T. M., (1988). Equivalence Scales, Well‐Being, Inequality, and Poverty: Sensitivity Estimates Across Ten Countries Using the Luxembourg Income Study (LIS) Database, Review of Income and Wealth, 34(2), s.115-142.
  • Burkhauser, R. V., Smeeding, T. M., Merz, J., (1996). Relative Inequality and Poverty in Germany and the United States Using Alternative Equivalence Scales, Review of Income and Wealth, 42(4), s.381-400.
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  • Drewnowski, J., (1977). Poverty: Its Meaning and Measurement, Development and Change, 8(2), s.183-208.
  • Duclos, J. Y., Mercader‐Prats, M., (1999). Household Needs and Poverty: With Application to Spain and the UK, Review of Income and Wealth, 45(1), s.77-98.
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  • Hunter, B. H., Kennedy, S., Biddle, N., (2004). Indigenous and Other Australian Poverty: Revisiting the Importance of Equivalence Scales, The Economic Record, 80(251), s.411-422.
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  • Jenkins, S. P., Cowell, F. A., (1994). Parametric Equivalence Scales and Scale Relativities, The Economic Journal, 104(425), s.891-900.
  • Karadağ, M. A., (2015). Tek Boyutlu ve Çok Boyutlu Yoksulluk Ölçümleri: Türkiye Uygulaması, Gazi Üniversitesi Sosyal Bilimler Enstitüsü Yayımlanmamış Doktora Tezi, Ankara.
  • Koulovatianos, C., Schröder, C., Schmidt, U., (2005). Properties of Equivalence Scales in Different Countries, Journal of Economics, 86(1), s.19-27.
  • Laderchi, C. R., Saith, R., Stewart, F., (2003). Does It Matter That We Do Not Agree on the Definition of Poverty? A Comparison of Four Approaches, Oxford Development Studies, 31(3), s.243-274.
  • Lancaster, G., Ray, R., (1998). Comparison of Alternative Models of Household Equivalence Scales: the Australian Evidence on Unit Record Data, The Economic Record, 74(224), s.1-14.
  • Lancaster, G., Ray, R., Valenzuela, M. R., (1999). A Cross‐Country Study of Equivalence Scales and Expenditure Inequality on Unit Record Household Budget Data, Review of Income and Wealth, 45(4), s.455-482.
  • Lewbel, A., (1989). Household Equivalence Scales and Welfare Comparisons, Journal of Public Economics, 39(3), s.377-391.
  • Lewbel, A., Pendakur, K., (2008). Equivalence Scales, iç. Steven N. DURLAUF and Lawrence E. BLUME (Ed.), The New Palgrave Dictionary of Economics, Second Edition, Palgrave Macmillan, New York, 26-30.
  • Lipton, M., (1997). Poverty - Are There Holes in the Consensus?, World Development, 25(7), s.1003-1007.
  • Mabughi, N., Selim, T., (2006). Poverty As Social Deprivation: A Survey, Review of Social Economy, 64(2), s.181-204.
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  • Poduzov, A. A., Kukushkin, D. K., (2000). Equivalence Scales as an Indicator for Measuring Living Standards, Problems of Forecasting, 4, s.108-123.
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EŞDEĞERLİK ÖLÇEĞİ SEÇİMİNE GÖRE YOKSULLUK GÖSTERGELERİNİN ANALİZİ: TÜRKİYE UYGULAMASI

Year 2021, Volume: 17 Issue: 2, 279 - 296, 31.12.2021

Abstract

Bu çalışmada, yoksulluğun geleneksel yaklaşımı oluşturan parasal yaklaşım çerçevesinde ölçümü için kullanılan eşdeğerlik ölçeklerinin, gelir ve yoksulluk değerlerine etkileri incelenmiş ve eşdeğerlik ölçeği seçimine olan duyarlılık, Türkiye ve bölgesel bir perspektifte keşfedilmeye çalışılmıştır. Çalışma kapsamında yer alan eşdeğerlik ölçekleri ve yoksulluk ölçüm yöntemlerinin belirlenmesinde uluslararası kuruluşların yöntemleri ve uluslararası literatür dikkate alınmış ve belirlenen yoksulluk göstergeleri her bir eşdeğerlik ölçeğine göre, Gelir ve Yaşam Koşulları Araştırması 2017 veri seti temel alınarak hesaplanmıştır. Çalışmada yoksulluk değerlerinin eşdeğerlik ölçeği seçimine göre değişkenlik gösterdiği tespit edilmiş ve eşdeğerlik bazında yoksulluk hesaplamaları için Oxford eşdeğerlik ölçeklerinin yüksek değerler çıkardığı, başta Fuchs eşdeğerlik ölçeği olmak üzere çalışmada kullanılan diğer eşdeğerlik ölçeklerinin ise düşük değerler ürettiği ve bahsi geçen bu durumun, Türkiye genel ve bölgesel çıkarımda genel formu oluşturduğu sonucuna ulaşılmıştır.

References

  • Aaberge, R., Melby, I., (1998). The Sensitivity of Income Inequality to Choice of Equivalence Scales, Review of Income and Wealth, 44(4), s.565-569.
  • AFRISTAT, (2009). http://www.afristat.org/contenu/pdf/rsc/ methodologie_elaboration_ligne_pauv_SM7_0309.pdf (Erişim: 13.03.2020).
  • Albayrak, Ö., (2013). Türkiye'de Reel Gelirlerin Gelişimi: 2003-2010, iç. Tuncer Bulutay, Selim Soydemir ve Dilek Özkök Çubukçu (Ed.), Prof. Dr. İsmail Türk'e Armağan, Mülkiyeliler Birliği Yayını, s.625-649.
  • Banks, J., Johnson, P., (1994). Equivalence Scale Relativities Revisited, The Economic Journal, 104(425), s.883-890.
  • Bernıer, J., Lanctôt, P., (1996). Échelles d’Équivalence, Ministère de la Sécurité du Revenu, Québec.
  • Betti., G., Karadag, M. A., Sarica, O., Ucar, B., (2016). How to Reduce the Impact of Equivalence Scales on Poverty Measurement: Evidence from Turkey, Social Indicators Research, 132(3), s.1023-1035.
  • Betti., G., Karadag, M. A., Sarica, O., Ucar, B., (2017). Regional Differences in Equivalence Scales in Turkey, Economy of Region, 13(1), s.63-69.
  • Beyene, B. M., (2010). How Sensitive Are Poverty Measures to the Choice of Equivalence Scale and Unit of Analysis? Evidence from Urban Ethiopia, In Proceedings of the Seventh International Conference on the Ethiopian Economy, 1, s.115-149.
  • Bishop, J., Grodner, A., Liu, H., Ahamdanech-Zarco, I., (2014). Subjective Poverty Equivalence Scales for Euro Zone Countries, The Journal of Economic Inequality, 12(2), s.265-278.
  • Blackorby, C., Donaldson, D., (1993). Household Equivalence Scales and Welfare Comparisons: A Comment, Journal of Public Economics, 50(1), s.143-146.
  • Blaylock, J. R., (1991). The Impact of Equivalence Scales on the Analysis of Income and Food Spending Distributions, Western Journal of Agricultural Economics, 16(1), s.11-20.
  • Buhmann, B., Rainwater, L., Schmaus, G., Smeeding, T. M., (1988). Equivalence Scales, Well‐Being, Inequality, and Poverty: Sensitivity Estimates Across Ten Countries Using the Luxembourg Income Study (LIS) Database, Review of Income and Wealth, 34(2), s.115-142.
  • Burkhauser, R. V., Smeeding, T. M., Merz, J., (1996). Relative Inequality and Poverty in Germany and the United States Using Alternative Equivalence Scales, Review of Income and Wealth, 42(4), s.381-400.
  • Chanfreau, J., Burchardt, T., (2008). https://www2.gov.scot/resource /doc/933/0079961.pdf (Erişim: 23.03.2020).
  • Coulter, F. A. E., Cowell, F. A., Jenkins, S. P., (1992). Equivalence Scale Relativities and the Extent of Inequality and Poverty, The Economic Journal, 102(414), s.1067-1082.
  • De Vos, K., Zaidi, M. A., (1997). Equivalence Scale Sensitivity of Poverty Statistics for the Member States of the European Community, Review of Income and Wealth, 43(3), s.319-333.
  • Deaton, A. S., Muellbauer, J., (1986). On Measuring Child Costs: With Applications to Poor Countries, Journal of Political Economy, 94(4), s.720-744.
  • Drewnowski, J., (1977). Poverty: Its Meaning and Measurement, Development and Change, 8(2), s.183-208.
  • Duclos, J. Y., Mercader‐Prats, M., (1999). Household Needs and Poverty: With Application to Spain and the UK, Review of Income and Wealth, 45(1), s.77-98.
  • Dudel, C., Garbuszus, J. M., Ott, N., Werding, M., (2015). Income Dependent Equivalence Scales, Inequality, and Poverty, Center for Economic Studies Information and Forschung (CESifo) Working Paper Series, 5568, s.1-27.
  • Erus, B., (2018). Equivalence Scales and the Change in Poverty Levels Across Time: Turkish Case, Unpublished Manuscript, Bogazici University, 1-11.
  • FAO, (2005a). http://www.fao.org/docs/up/easypol/325/equiv_scales _general_032en.pdf (Erişim: 25.03.2020).
  • FAO, (2005b). http://www.fao.org/docs/up/easypol/326/equv_scales_ subjectmtd_033EN.pdf (Erişim: 10.03.2020).
  • Fréchet, G., Lanctôt, P., Morin, A., Savard, F., (2010). https://www.mess.gouv.qc.ca/publications/pdf/CEPE_Echelles_equiv_en.pdf (Erişim: 23.03.2020).
  • Garbuszus, J. M., Ott, N., Pehle, S., Werding, M., (2018). Development of Family Income Since the 1990s: A Fresh Look at German Microdata Using Income-Dependent Equivalence Scales, The German Socio-Economic Panel (SOEP), Berlin.
  • Hagenaars, A., De Vos, K., Zaidi, M. A., (1994). Poverty Statistics in the Late 1980s: Research Based on Micro-Data, Office for Official Publications of the European Communities, Luxembourg.
  • Hourriez, J. M., Legris, B., (1995). Le Niveau de vie Relatif des Personnes Âgées, Economie et Statistique, 283-4(3/4), s.137-158.
  • Hunter, B. H., Kennedy, S., Biddle, N., (2004). Indigenous and Other Australian Poverty: Revisiting the Importance of Equivalence Scales, The Economic Record, 80(251), s.411-422.
  • Işık, O., Pınarcıoglu, M. M., (2001). Nöbetleşe Yoksulluk: Gecekondulaşma ve Kent Yoksulları: Sultanbeyli Örneği, İletişim, İstanbul.
  • Jean, S., (2001). Le Revenu, iç. Instıtut De La Statıstıque Du Québec (Ed.), Portrait Social du Québec: Données et Analyses, Québec, s.292-316.
  • Jenkins, S. P., Cowell, F. A., (1994). Parametric Equivalence Scales and Scale Relativities, The Economic Journal, 104(425), s.891-900.
  • Karadağ, M. A., (2015). Tek Boyutlu ve Çok Boyutlu Yoksulluk Ölçümleri: Türkiye Uygulaması, Gazi Üniversitesi Sosyal Bilimler Enstitüsü Yayımlanmamış Doktora Tezi, Ankara.
  • Koulovatianos, C., Schröder, C., Schmidt, U., (2005). Properties of Equivalence Scales in Different Countries, Journal of Economics, 86(1), s.19-27.
  • Laderchi, C. R., Saith, R., Stewart, F., (2003). Does It Matter That We Do Not Agree on the Definition of Poverty? A Comparison of Four Approaches, Oxford Development Studies, 31(3), s.243-274.
  • Lancaster, G., Ray, R., (1998). Comparison of Alternative Models of Household Equivalence Scales: the Australian Evidence on Unit Record Data, The Economic Record, 74(224), s.1-14.
  • Lancaster, G., Ray, R., Valenzuela, M. R., (1999). A Cross‐Country Study of Equivalence Scales and Expenditure Inequality on Unit Record Household Budget Data, Review of Income and Wealth, 45(4), s.455-482.
  • Lewbel, A., (1989). Household Equivalence Scales and Welfare Comparisons, Journal of Public Economics, 39(3), s.377-391.
  • Lewbel, A., Pendakur, K., (2008). Equivalence Scales, iç. Steven N. DURLAUF and Lawrence E. BLUME (Ed.), The New Palgrave Dictionary of Economics, Second Edition, Palgrave Macmillan, New York, 26-30.
  • Lipton, M., (1997). Poverty - Are There Holes in the Consensus?, World Development, 25(7), s.1003-1007.
  • Mabughi, N., Selim, T., (2006). Poverty As Social Deprivation: A Survey, Review of Social Economy, 64(2), s.181-204.
  • Merz, J., Garner, T., Smeeding, T. M., Faik, J., Johnson, D., (1994). Two Scales, One Methodology - Expenditure Based Equivalence Scales for the United States and Germany, Research Institute on Professions (Forschungsinstitut Freie Berufe) Discussion Paper, 8, s.1-51.
  • Nicholson, J. L., (1976). Appraisal of Different Methods of Estimating Equivalence Scales and Their Results, Review of Income and Wealth, 22(1), s.1-11.
  • NRC, (1995). Measuring Poverty: A New Approach, National Academies Press, Washington, DC.
  • OECD, (2008). Growing Unequal? Income Distribution and Poverty in OECD Countries, OECD, Paris.
  • OECD, (2011). http://www.oecd.org/social/inequality.htm (Erişim: 25.03.2020)
  • OECD, (2012). http://www.oecd.org/els/soc/OECD-Note-Equivalence Scales.pdf (Erişim: 21.03.2020). Oppenheim, C. (1993), Poverty: The Facts, CPAG, London.
  • Oyama, M., (2006). Measuring Cost of Children Using Equivalence Scale on Japanese Panel Data, Applied Economics Letters, 13(7), s.409-415.
  • Öztornacı, B., Demirdöğen, A., (2015). Farklı Eşdeğerlik Ölçeklerine Göre Temel Yoksulluk Göstergelerinin Değişimi: Türkiye Örneği, Tarım Ekonomisi Dergisi, 21(1), s.7-15.
  • Phipps, S. A., (1993). Measuring Poverty Among Canadian Households: Sensitivity to Choice of Measure and Scale, Journal of Human Resources, 28(1), s.162-184.
  • Poduzov, A. A., Kukushkin, D. K., (2000). Equivalence Scales as an Indicator for Measuring Living Standards, Problems of Forecasting, 4, s.108-123.
  • Pollak, R. A., Wales, T. J., (1979). Welfare Comparisons and Equivalence Scales, The American Economic Review, 69(2), s.216-221.
  • Rahnema, M., (1992). Poverty, iç. Wolfgang SACHS (Ed.), The Development Dictionary: A Guide to Knowledge as Power, Zed Books Ltd, 174-194.
  • Rainwater, Lee., (1974). What Money Buys: Inequality and the Social Meanings of Income, Basic Books, New York.
  • Regier, G., Zereyesus, Y., Dalton, T., Amanor-Boadu, V., (2015). Do Adult Equivalence Scales Matter in Poverty Estimates? A Ghana Case Study, International Conference of Agricultural Economists, August 9-14, Milan.
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There are 75 citations in total.

Details

Primary Language Turkish
Subjects Economics
Journal Section Articles
Authors

Faruk Aykın 0000-0003-4430-8560

Egemen İpek 0000-0002-1365-0526

Early Pub Date December 31, 2021
Publication Date December 31, 2021
Acceptance Date June 23, 2021
Published in Issue Year 2021 Volume: 17 Issue: 2

Cite

APA Aykın, F., & İpek, E. (2021). EŞDEĞERLİK ÖLÇEĞİ SEÇİMİNE GÖRE YOKSULLUK GÖSTERGELERİNİN ANALİZİ: TÜRKİYE UYGULAMASI. Ekonomik Ve Sosyal Araştırmalar Dergisi, 17(2), 279-296.

İletişim Adresi: Bolu Abant İzzet Baysal Üniversitesi İktisadi ve İdari Bilimler Fakültesi Ekonomik ve Sosyal Araştırmalar Dergisi 14030 Gölköy-BOLU

Tel: 0 374 254 10 00 / 14 86 Faks: 0 374 253 45 21 E-posta: iibfdergi@ibu.edu.tr

ISSN (Basılı) : 1306-2174 ISSN (Elektronik) : 1306-3553