Magister Commercii - MCom (Economics) / In post-apartheid South Africa, the thrust of macroeconomic framework and corresponding policies inaugurated by the first democratically elected government have been geared towards, amongst others, poverty alleviation, employment creation and economic growth. To date, South Africa still faces many challenges in the fight against poverty. These challenges are characterised by a dynamic nature, in that certain people transition in and out of poverty, whilst others remain deeply rooted in chronic poverty. Injecting resources towards addressing this complex nature of poverty is still one of the major problems faced by the South African government. In spite of the fact that there are many money-metric studies on poverty in South Africa, these studies failed to accurately depict the dynamic nature of poverty; throughout the years, many studies have only attempted to examine poverty using static analysis by comparing cross-sectional household surveys. It is for this foremost mentioned reason that these studies have produced information that is inadequate for the elimination of persistent poverty. Examining and identifying the characteristics of the different groups of poor using longitudinal data for the purpose of comparing poverty levels and trends observed over time perhaps better capture the nature of poverty in South Africa. Hence, in this study, panel data will be utilised to investigate the dynamic aspect of poverty for the evaluation of dynamics at the individual level. Using the balanced component of the panel data from the first four available waves of the National Income Dynamics Study (NIDS) conducted in 2008-2015, the empirical findings indicate that the followings individuals are significantly more likely to be chronically poor: female Africans without Matric, aged younger than 25 years at the time of the first wave in 2008 (mean age being slightly above 20 years), living in traditional areas or farms in the KwaZulu-Natal, Eastern Cape, Limpopo, Northern Cape, Mpumalanga and Free State provinces, and inactive in the labour market. Also, they came from households headed by unemployed female Africans with relatively higher mean dependency ratio (above one) and household size (about seven) with either none or only one employed member, as well as associated with a greater likelihood of the households receiving social grant income and having inferior non-income welfare.

Magister Artium (Development Studies) - MA(DVS) / Poverty in Nigeria has always been examined as a static phenomenon, although empirical studies established that, rather than being static, the poverty levels of individuals can change over time and people can enter and leave a transitory state of poverty. Many individuals live in poverty for a long period of time, the length of which is the defining characteristic of a state of chronic poverty. There has been little or no effort by researchers to distinguish households that are chronically poor from those that are transitorily poor. It is against this background that this study sought to investigate the extent of chronic and transitory poverty among households in Nigeria: specifically, what factors influence chronic and transitory poverty in Nigeria. / 2023

Recently, the issue of poverty amongst indigenous people has become a significant topic in literature on social policy and development studies. The literature mainly looks at this issue in terms of an unequal and one-sided relationship between the mainstream society and an indigenous minority group. This thesis seeks insights into the more diversified circumstances and experiences of poverty amongst indigenous people. The following questions are addressed: (1) Why and how is the poverty of indigenous people reproduced over time and space? (2) How can we understand patterns of differentiation between indigenous people? (3) What is the balance between structural opportunity and constraint in the lives of indigenous people? (4) To what extent do people exercise agency to cope with or overcome their poverty situations? The thesis adopts an ethnographic approach, including participant observation and interviews in four villages of Taiwanese indigenous people. It explores the connections between poverty dynamics and diversified patterns of socio-economic action amongst indigenous people. Hogget and Greener¿s model of agency, which contains the essential theoretical views of Giddens (the ability of agents to act) and Bourdieu (the embedded corporeal disposition of human agents) are used to make sense of this exploration. The thesis finds that the actions of indigenous people as human agents are differentiated. Actions are not only motivated by strategic plans and emotions but are also influenced by the agents¿ socio-economic positions, such as their occupations and education and those of their parents. The differentiated socio-economic activities of agents, in turn, have a strong effect on the stratification of their living standards. / World Bank.

Thesis (DPhil (Psychology))—University of Stellenbosch, 2009. / ABSTRACT: This study, within the fields of occupational therapy and occupational science, describes the occupations of isiXhosa-speaking individuals with longstanding histories of mental illness living in chronic poverty. Occupation refers to the daily tasks and purposeful activities which, in occupying people’s time, establish the patterns of their lives and give expression to their roles, identity, interests and abilities. The aim of this study was to describe how poor households and persons with psychiatric disability living in those households coped with their circumstances and how they viewed, orchestrated, drew meaning from and attributed purpose to the everyday things they did, in particular the self-identified, primary income generating occupation of the disabled person. The research questions elicited information about the genesis, characteristics, meanings and functions of occupation, in particular those occupations performed by the disabled member that contributed to the survival of the household. Using case study methodology, the research involved prolonged engagement with five households living in a peri-urban, informal settlement on the outskirts of Cape Town, South Africa. Qualitative data about occupation was derived through demographic screening, multiple interviews with key informants in each household, participant observation and focus group discussion. In addition, discussions were held with mental health professionals familiar with the context and the Xhosa culture. Four forms of data analysis and interpretation (Kavale, 1996; Stake,1995) were applied to develop substantive case studies: condensation (identification of major organising ideas); categorisation (thematic categorical aggregation); patterning (narrative structuring) and generalisation (naturalistic interpretation). In addition, discussions were held with mental health professionals familiar with the context and the Xhosa culture. Four forms of data analysis and interpretation (Kavale, 1996; Stake, 1995) were applied were applied to develop substantive case studies: condensation (identification of major organising ideas); categorisation (thematic categorical aggregation); patterning (narrative structuring) and generalisation (naturalistic interpretation). Thematic descriptions of the basics of occupation are used to illustrate the various ways participants negotiated the challenges of life at the margins of society through the ordinary things they did everyday. Cross case analysis provided insights into the financial and social costs of mental illness as well as the strategies, embedded in occupation, adopted by participants in dealing with their circumstances. The central thesis of this dissertation is that psychiatrically disabled people, as economic actors functioning in complex structural, social and occupational matrices, contribute in paradoxical ways to the survival of their households. While their illness behaviour may increase the vulnerability of the household from time to time, they nevertheless facilitate its functioning either as providers of a disability grant; as contributors of additional labour or as productive income generating agents. The individual, the social and the structural are co-constituted in what poor and disabled people are able to do everyday. The less resources that are available in the occupational form, the more effort is needed to perform occupations and the more reliance is placed on the informal relational economy. Relative mastery of constrained circumstances occurred by optimising the goodness of fit between occupational form and occupational performance through adaptive capacity, an under-recognised form of agency in the context of chronic poverty. Looking beyond the obscuring façade of psychiatric disability at the ordinary things people did everyday revealed their capacity to strategise practically and attitudinally in support of the household’s survival. The study heightens awareness of human experiences that have been overlooked in the occupational science and occupational therapy literature, in particular how the basics of occupation operate in resource constrained environments. This contribution to knowledge about human occupation will inform mental health occupational therapy practice and community based psychiatric services concerned with the inclusion of disabled people in promoting social development. / OPSOMMING: Hierdie studie val binne die gebied van arbeidsterapie en ‘occupational science’. Dit beskryf die ‘occupations’ van Xhosa-sprekende individue met ‘n geskiedenis van geestesongesteldheid wat in kroniese armoede in informele nedersettings aan die buitewyke van Kaapstad, Suid-Afrika woon. ‘Occupation’ verwys na die daaglikse take en doelgerigte aktiwiteite wat mense se tyd in beslag neem; die patrone en ritmes van hul lewens bevestig en wat uitdrukking gee aan hul verskeie rolle, identiteit, belangstellings en vermoëns. Die doel van die studie was om inligting te verkry oor die oorsprong, eienskappe, betekenis en funksies van ’occupation’ in die konteks van armoede en veral met betrekking tot die psigiatries gestremde lid se belewenis en bydrae tot die huishouding se oorlewing deur sy of haar self-geidentifiseerde, primêre winsgewende ‘occupation’. Verlengde verbintenis met vyf huishoudings en sleutel informante as gevalstudies het die verkryging van kwalitatiewe data oor ‘occupation’ deur onderhoude, waarneming en fokusgroepe moontlik gemaak. Onderhoude met geestesgesondheidspesialiste vertroud met die konteks en die Xhosakultuur is ook gevoer. Vier tipes data-analise en interpretasie (Kavale, 1996; Stake, 1995) is toegepas om die ontwikkeling van substantiewe gevallestudies moontlik te maak: kondensasie (identifisering en organisasie van belangrike idees); kategorisering (tematiese sorteering van eenhede van betekenis); motief (narratiewe strukturering) en veralgemening (naturalistiese interpretasie). Kruisgevalanalise is toegepas om inligting oor die finansiële en sosiale kostes van ‘n psigiatriese stoornis in die konteks van armoede te bekom asook die ‘occupational’ strategieë waarvan informante in die hantering van hul omstandighede gebruik gemaak het. Die slotsom van hierdie verhandeling is dat psigiatries gestremde persone wat in die konteks van kroniese armoede ‘n bestaan probeer voer, op paradoksale maniere ‘n bydrae tot die voortbestaan van hul huishoudings lewer. Terwyl hulle siektegedrag die kwesbaarheid van die huishouding van tyd tot tyd laat toeneem, maak hulle nieteenstaande die oorlewing van die huishouding moontlik deur ‘n kombinasie van die volgende bydraes: die verskaffing van bykomende arbeid; die beskikbaarstelling van ‘n ongeskiktheidstoelaag en die produktiewe uitvoering van winsgewende ‘occupations’ in die sogenaamde ‘tweede’ of informele ekonomie. Die individuele, die sosiale en die strukturele is aan mekaar verbonde en beinvloed sodanig wat arm en gestremde mense daagliks in staat is om te doen. Hoe minder materiele komponente en hulpbronne in die ‘occupational form’ beskikbaar is, hoe groter is die inspanning wat benodig word om ‘occupation’ uit te voer en hoe meer afhanklik word die gestremde persoon op die informele sosiale ekonomie. Die teenoorgestelde is ook waar. Die kapasiteit vir aanpasbaarheid, ‘n miskende vorm van agentskap in die konteks van kroniese armoede, maak die bemeestering van beperkte omstandighede moontlik. Die kapasiteit vir aanpasbaarheid is geleë in die vermoë om strategies, prakties en sielkundig te funksioneer. Die studie vergroot die bewustheid van menslike ervarings wat oor die hoof gesien is in die arbeidsterapie en ‘occupational science’ literatuur, veral hoe die basiese beginsels van ‘occupation’ funksioneer in omgewings wat gekenmerk word deur deprivasie en beperkte materiële besittings. Hierdie bydrae tot kennis oor ‘occupation’ sal arbeidsterapiepraktyk en gemeenskaps-gebaseerde psigiatriese dienste toelig asook die insluiting van psigiatries gestremde persone in maatskaplike ontwikkeling bevorder.

Recently, the issue of poverty amongst indigenous people has become a significant topic in literature on social policy and development studies. The literature mainly looks at this issue in terms of an unequal and one-sided relationship between the mainstream society and an indigenous minority group. This thesis seeks insights into the more diversified circumstances and experiences of poverty amongst indigenous people. The following questions are addressed: (1) Why and how is the poverty of indigenous people reproduced over time and space? (2) How can we understand patterns of differentiation between indigenous people? (3) What is the balance between structural opportunity and constraint in the lives of indigenous people? (4) To what extent do people exercise agency to cope with or overcome their poverty situations? The thesis adopts an ethnographic approach, including participant observation and interviews in four villages of Taiwanese indigenous people. It explores the connections between poverty dynamics and diversified patterns of socio-economic action amongst indigenous people. Hogget and Greener's model of agency, which contains the essential theoretical views of Giddens (the ability of agents to act) and Bourdieu (the embedded corporeal disposition of human agents) are used to make sense of this exploration. The thesis finds that the actions of indigenous people as human agents are differentiated. Actions are not only motivated by strategic plans and emotions but are also influenced by the agents' socio-economic positions, such as their occupations and education and those of their parents. The differentiated socio-economic activities of agents, in turn, have a strong effect on the stratification of their living standards.

My dissertation investigates the reasons behind the persistence of income among individuals and US counties. I look at the role of initial conditions in explaining current level of income. In my first essay, I look at how childhood neighborhood conditions affect income of a person. To study persistence, I model income as an autoregressive process where the coefficient on the lagged dependent variable heterogeneous across individuals. In my second essay, I derive a new way to measure chronic poverty, or long term poverty. Current measures of chronic poverty cannot be used to compare improvements of poverty rates over time. Using my measure, one can compare to see if chronic poverty rates changed over time. My third essay looks at the historical reasons behind differences in income between rich and poor counties in the US. There are about 250 counties in the US where poverty rates have been above 20 percent for the last 40 years. I look at whether current and past factors, or differences in technologies is the main reason behind persistence of high rates of poverty in these counties. Overall, I find that childhood neighborhood conditions have a big effect in determining the coefficient on the lagged dependent variable, that is, childhood neighborhood conditions affect persistence of income. I find that improving neighborhood poverty rates by one percentage point and father’s education by one year bring the greatest improvement of social welfare. In my second essay, I show the importance of measuring chronic poverty separately from total poverty; for example, between 2000 and 2005, total poverty declined, but chronic poverty rates actually increased, which shows that the long-term poor got worse off during that time period. In my last essay, I find that some US counties remained poor mainly because of differences in factor endowment, and past and present levels of human capital explain most of the differences in current level of income between poor and non-poor counties. Differences in factor endowments explained 80 percent of income between poor and non-poor counties, while technology accounted for only 20 percent of the difference.

This thesis explores the concepts and measurements of chronic poverty, with application to Kazakhstan. A rigorous analysis of different approaches in the measurement of poverty and chronic poverty is presented in this study. Five matching techniques have been applied for the construction of unintended panel data based on KHBS 2001-2009. The substantial test of reliability, representativeness and robustness of the constructed panel data has examined. The attrition biases of the longitudinal data have been studied rigorously. The appropriate equivalence scale has been determined through regression analysis to the Kazakhstan HBS. The sensitivity of conventional and chronic poverty measures to various poverty lines and equivalence scales studied in this thesis. The stochastic dominance analysis of per adult equivalent consumption expenditures has been presented. The chronic poverty measures and determinants of chronically and transient poor have been estimated. It illustrates that the main correlates of chronic poverty are education, employment status of the head of household, household composition, the ownership of assets such as a dwelling other than main dwelling, a car, access to water in the house and location. The correlates of transient poverty are similar to chronic poverty; however some of them have opposite signs, for example the ethnicity of the head of household, household compositions, an ownership of a dwelling other than main dwelling, location in urban area and repayments of loan in 2008. The Oaxaca-Blinder decomposition analysis of the gap in consumption expenditures between chronically and transient poor, chronically poor and non-poor explains the differences through returns to endowments. Poverty transitions analysis illustrate improvement in poverty dynamics in later period of the study in 2006-2009. Long durations of poverty prevail among singles with children and couples with children. Poverty exit rates are higher than poverty entry rates for the whole period of 2001-2009. The multivariate hazard regression models are estimated to examine differences in people's experience of poverty over a period of time. For individuals who enter poverty, the total span of time that they spend in poverty consequently depends on both the chances of exit from poverty and the chances of re-entry to poverty. The results confirm the negative duration dependence of the hazards of poverty exit and re-entry for longer lengths of state. The only factor significantly positive influence on poverty exit is a location in Almaty. Many correlates of the model estimation have the same signs for the hazard rate of poverty exit and re-entries. These facts mean that these factors are common for transient poor, who are moving in and out poverty in given period of time. As defined before the existence of children under age six will increase the hazard rate of poverty re-entry.

The main purpose of the study is to identify household characteristics which can 1) distinguish between the chronic poor and transient poor and 2) be feasibly implemented as targeting criterion in poverty interventions. Data for this study was drawn from Mozambique's 2008/09 Household Budget Survey and consisted of 10,832 observations. This study fills a gap in the literature by structurally determining the impact of common shocks (drought, floods and cyclones, agricultural pests, illness, death, and theft) on 1) food expenditures at the household level and 2) poverty rates at the national level. The results of the study indicate that shocks are one of the key determinants of household food expenditures. The expected impact of shocks in aggregate increases the national poverty rate by 9%. However, the impact of specific shocks on household food expenditures varies across regions and households. Further, the variables which are strongly correlated with chronic poverty differ from the variables strongly correlated with transient poverty. These results suggest the need to both more rapidly identify and enroll households exposed to shocks in short-term social protection programs and continue to improve methods targeting the chronic poor in long-term programs. / Master of Science

Between 45-57% of South Africans are estimated to be engulfed by poverty. In an attempt to identify policy instruments that could help change this status quo, the various strategies that have been implemented in countries (e.g. China, Vietnam and Uganda) that are known to have been relatively successful in reducing poverty are reviewed. In the process, this dissertation discusses the literature regarding poverty, with a particular emphasis on the definition, measurement and determinants thereof. Furthermore, South Africa's anti-poverty strategies are discussed. It turns out that these have met limited success. This is largely due to insufficient pro-poor economic growth, weak implementation/administration at the municipal level, slow asset redistribution, high income/wealth inequality, low job generation rate by SMME's, high HIV/AIDS infection rate, public corruption and inadequate monitoring of poverty. Therefore, if meaningful progress towards poverty reduction is to be achieved, the government needs to deal with the foregoing constraints accordingly. / Economics / M.Comm. (Economics)

Between 45-57% of South Africans are estimated to be engulfed by poverty. In an attempt to identify policy instruments that could help change this status quo, the various strategies that have been implemented in countries (e.g. China, Vietnam and Uganda) that are known to have been relatively successful in reducing poverty are reviewed. In the process, this dissertation discusses the literature regarding poverty, with a particular emphasis on the definition, measurement and determinants thereof. Furthermore, South Africa's anti-poverty strategies are discussed. It turns out that these have met limited success. This is largely due to insufficient pro-poor economic growth, weak implementation/administration at the municipal level, slow asset redistribution, high income/wealth inequality, low job generation rate by SMME's, high HIV/AIDS infection rate, public corruption and inadequate monitoring of poverty. Therefore, if meaningful progress towards poverty reduction is to be achieved, the government needs to deal with the foregoing constraints accordingly. / Economics / M.Comm. (Economics)