A research report submitted to the Faculty of Management, University of the Witwatersrand, in 50% fulfilment of the requirements for the degree of Master of Management (in the field of Public Policy). 17 June 2016 / This paper investigates the nature of relationship between income inequality and consumption expenditure by households. The link between the distribution of income and household spending was determined by exploring the relationship between income inequality and household saving. The econometric estimates show that the propensity of the bottom earners to consume is higher than that of the high income earners. The conclusions from this paper are that; the bottom earners used credit to smooth their consumption expenditure, income inequality has not boosted saving of the top earners and wealth inequality has a minimal effect (although positive) on aggregate consumption Some of these finding are consistent with the theoretical view on income and wealth inequality (Kaldor, 1957) and Aghion et al. (1999). The absence of coping mechanism (such as access to credit and employment), suggests high inequality might result in a decline in the household demand, since the bottom and low earners has high marginal propensities to consume compared with that of the top earners. The existence of imperfect capital markets suggests distributive policies and economic growth are important channels for reducing income and wealth disparities in South Africa. / MB2016

Thesis (M.Sc. (Statistics)) -- University of Limpopo, 2015 / Introduction: The high number of variables from the 2009 General Household Survey is prohibitive to do holistic analysis of data due to high correlations that exist among many variables, making it virtually impractical to apply traditional methods such as multinomial logistic regression. The purpose of this study to identify observed variables that can be explained by a few unobservable quantities called factors, using factor analysis. Methods: Factor analysis is used to describe covariance relationships among 162 variables of interest in the 2009 General Household Survey (GHS) and 2009 Quarterly Labour Force Survey of South Africa (QLFS). Data for the respondents aged 15 years and above was analysed by first applying factor analysis to the 162 variables to produce factor scores and develop models for five core areas: education, health, housing, labour force and social development. Multinomial logistic regression was then used to model educational levels and service satisfaction using identified factor sores. Results: The variability among the 162 variables of interest was described by only 29 factors identified using factor analysis, even though these factors are not measured directly. Multinomial logistic regression (MLR) analysis showed negative and significant impact of education factors (fees too high, violence and absence of parental care) on levels of educational attainment. “Historically advantaged” factor is the only factor significant and positively affects educational levels. Housing and social development factors were regressed against service satisfaction. Housing factors such as the home owners, age of a house and male household heads were found to be significant. Social development factors such as “no problem with health”, sufficient water, high income, household size and telephone access were found to be significant. Labour force factors such as employment, industrial business and occupation, employment history and long-term unemployment have positive and significant impact on levels of education. Conclusion: It can be concluded that factor analysis as a data reduction technique has managed to describe the variability among the 162 variables in terms of just 29 unobservable variables. Using MLR in subsequent analysis, this study has managed to identify factors positively or negatively associated with educational levels and service satisfaction. The study suggests that educational, housing, social development and labour force facilities should be improved and education should be used to improve life circumstances. Keywords: factor analysis, factors, multinomial logistic regression, logits, educational levels of attainment, service satisfaction, quality of service delivery. / DST-NRF, Centre of Excellence in Mathematical and Statistical Sciences (MaSS)

Thesis (PhD)--Stellenbosch University, 2012. / ENGLISH ABSTRACT: In order to evaluate the extent to which South Africa achieve the objectives of poverty and inequality reduction as well as job creation, up-to-date and reliable data are required. Since the transition, various survey data have been commonly used for these analyses, namely Census, Community Survey (CS) 2007, Income and Expenditure Survey (IES), October Household Survey (OHS), Labour Force Survey (LFS), Quarterly Labour Force Survey (QLFS), General Household Survey (GHS), Project for Statistics on Living Standards and Development (PSLSD), National Income Dynamics Study (NIDS) and All Media Products Survey (AMPS). However, these datasets are not fully comparable, due to differences in the sampling design, sample size, questionnaire structure, methodology to derive labour market status, as well as the way the income and expenditure information was collected. Hence, this dissertation begins by analysing these issues in each survey in Chapter 2. With regard to the income and expenditure information, it was collected differently in the surveys: the recall method was used in all surveys except IES 2005/2006, the only survey that adopted the diary method; respondents were asked to report the actual amount in some surveys but only asked to declare the relevant interval in others; for the former approach, respondents could either declare the single estimate amount or amounts for sub-categories that were then aggregated; for interval data, various methods can be used to determine the amount in each interval. Thus, Chapter 3 begins by discussing the merits and drawbacks of these approaches, as well as how they would affect the reliability and comparability of income and expenditure variables across the surveys. In some surveys (e.g., the two censuses and CS 2007), quite high proportions of households incorrectly reported zero income or expenditure or did not specify their income or expenditure. Poverty and inequality estimates could be influenced by either including or excluding these households from the analyses. Hence, various approaches to deal with these households are examined in Chapter 3. As the surveys typically under-captured income or expenditure when compared with the national accounts income, the validity of the resultant poverty and inequality estimates might be affected. Hence, arguments for and against adjusting the survey means in line with the national accounts mean (e.g. by shifting the survey distribution rightwards) are discussed. As the survey data are, strictly speaking, crosssectional and not designed for time-series labour market, poverty and inequality analyses, it is sometimes argued that the data should be re-weighted to be consistent with demographic and geographic numbers presented by the Actuarial Society of South Africa (ASSA) and Census data. This cross entropy re-weighting approach is discussed in Chapter 3. Finally, the chapter examines the labour market status derivation methodology in all OHSs, LFSs and QLFSs in greater detail, and investigates how the changes across the surveys could possibly affect the comparability of labour market estimates throughout the years. The dissertation then examines the labour market trends since the transition by using the OHS, LFS and QLFS data, and it is found that both the labour force and employment numbers increased in general since the transition, but the latter increase was not rapid enough to absorb the expanding labour force. In addition, the number of narrow unemployed doubled between 1994 and 2009, and the narrow unemployment rate showed an upward trend and peaked at just above 30% in 2003. It decreased between 2004 and 2007, before rising again in 2008- 2009 due to the impact of global recession. Application of the cross entropy approach does not substantially affect labour market trends, suggesting that the trends (including the abrupt increase in labour market estimates during the changeover from OHS to LFS) were either real or took place due to the improvement of the questionnaire to capture the labour market status of the respondents better. Furthermore, the application of the LFS 2000b-LFS 2007b methodology on the earlier surveys reduced the extent of the abrupt increase of the number of broad unemployed and broad unemployment rates during the changeover between OHS and LFS. Finally, the use of the QLFS methodology (which required minor revisions) on the LFSs greatly reduced the extent of the abrupt decrease of unemployment aggregates between LFS 2007b and QLFS 2008Q1, thereby improving the comparability of these aggregates across the surveys. In Chapter 5 poverty and inequality concepts are reviewed, followed by a detailed explanation of the sequential regression multiple imputation (SRMI) technique to deal with households with zero or missing income or expenditure, as well as the derivation of real income, expenditure and consumption variables in each survey. Poverty and inequality trends since the transition are examined in Chapter 6. With regard to poverty, with the exception of AMPS, the poverty trends were very similar across the surveys, that is, poverty increased since the transition, before a downward trend took place since 2000. As far as inequality is concerned, both the levels and trends in the Gini coefficients differed a lot amongst the surveys, as the estimates were very stable in the AMPSs, showed an upward trend in surveys like IESs and GHSs, but first increased until 2000 before a downward trend took place in others (e.g., the two censuses and CS 2007). The levels of inequality also differed when comparing the surveys. The abovementioned poverty and inequality estimates and trends could in part be affected by the various issues discussed in Chapter 3, thus there is a need for careful analysis. The impact of the number and width of intervals in which income or expenditure data are recorded on poverty and inequality estimates and trends are dealt with in greater detail in Chapter 6 by applying various intervals on the three IESs and NIDS 2008. It is found that the number and width of intervals only had some impact on these estimates and trends in some surveys. The effect of adjusting the survey means in line with the national accounts mean is also investigated. Finally, the application of the cross entropy re-weighting technique did not have any significant impact on the poverty and inequality estimates and trends. / AFRIKAANSE OPSOMMING: Data wat op datum en betroubaar is word vereis om te kan evalueer in watter mate Suid- Afrika sy doelwitte rakende die vermindering van armoede en ongelykheid en die skepping van werkgeleenthede bereik. Sedert die politieke oorgang word verskeie opnamedatastelle gewoonlik vir sulke ontledings gebruik, byvoorbeeld Sensusse, die Gemeenskapsopname van 2007, Inkomste- en Bestedingsopnames, Oktober-huishoudingsopnames, Arbeidsmagopnames, Kwartaallikse Arbeidsmagopnames, Algemene-Huishoudingsopnames, die Nasionale-Inkomste-Dinamika-Studie en die Alle-Media-en-Produkte-opnames. Weens verskille in steekproef-ontwerp, struktuur van die vraelyste, metodologie om arbeidsmarkstatus te klassifiseer, asook maniere waarop inligting oor inkomste en besteding ingewin is, is hierdie datastelle egter nie ten volle vergelykbaar nie, Gevolglik begin hierdie proefskrif in Hoofstuk 2 om elk van hierdie kwessies in elke opname te ontleed. Inkomste- en bestedingsinligting is in die opnames verskillend ingewin: In die meeste opnames is respondente gevra om aan te dui hoeveel hulle in die verlede bestee of verdien het, maar in die Inkomste- en Bestedingsopname van 2005/2006 is die dagboekmetode gebruik; respondente is in party opnames gevra om die presiese bedrag te vermeld, terwyl hulle in ander opnames die betrokke inkomste- of bestedingsinterval moes aandui; vir eersgenoemde is hulle gevra om òf die enkelbedrag te verklaar, òf hulle moes ‘n aantal sub-komponente onderskei; vir intervaldata kan verskillende metodes gebruik word om skattings van die inkomste in elke interval te maak. Dus begin Hoofstuk 3 met ‘n oorsig van die voor- en nadele van die verskillende benaderings en ‘n bespreking van hoe dit die betroubaarheid en vergelykbaarheid van inkomste- en bestedingsveranderlikes oor die opnames beïnvloed. In party opnames (bv. die twee sensusse en die Gemeenskapsopname van 2007) dui heelwat huishoudings verkeerdelik aan dat hulle geen inkomste verdien of uitgawes aangaan nie, of hulle spesifiseer nie hoeveel hulle verdien of bestee nie. Ramings van armoede en ongelykheid kan geraak word deur sulke respondent in te sluit of deur hulle uit te laat in die ontledings. Gevolglik word verskeie benaderings in Hoofstuk 3 bespreek om hiermee om te gaan. Omdat opnames vergeleke met die nasionale rekeninge tipies inkomste of besteding onderskat, mag dit die geldigheid van daaruitvoortspruitende armoede- en ongelykheidsramings raak. Gevolglik word argumente vir en teen die aanpsssing van die opname-data om dit in ooreenstemming te bring met die nasionale rekeninge (d.w.s. deur die verdeling na regs te verskuif) bespreek. Ten slotte, omdat die opnamedata streng gesproke kruissnitdata is en nie ontwerp is vir tydreekse van die arbeidsmag, armoede en ongelykheid nie, word soms aangevoer dat die gewigte van die data herweeg moet word om in ooreenstemming te wees met demografiese en geografiese data soos verkry van die Aktuariële Vereniging van Suid-Afrika en sensusdata. Hierdie kruisentropie herwegingsmetode word in Hoofstuk 3 bespreek. Ten slotte ondersoek die laaste hoofstuk die metodologie vir die bepaling van arbeidsmarkstatus in all die OHS, LFS en QLFS opnames in groter besonderhede, en ook hoe die veranderings oor die verskillende opname-reekse heen dalk die vergelykbaarheid van arbeidsmarkramings deur die jare kan beïnvloed. Die proefskrif ontleed daarna arbeidsmarktendense sedert die politieke oorgang met gebruik van die Oktober-huishoudingsoponames, Arbeidsmagopnames en Kwartaallikse Arbeidsmagopnames. Beide die arbeidsmag en indiensneming het sedert die transisie toegeneem, maar die toename in indiensneming was onvoldoende om die uitbreiding van die arbeidsmag te absorbeer. Verder het die getal eng-gedefinieerde werkloses tussen 1994 en 2009 verdubbel, en die eng werkloosheidskoers het ‘n toename getoon en in 2003 ‘n toppunt van 30% bereik. Dit het daarna tussen 2004 en 2007 gedaal voordat dit weer in 2008-2009 gestyg het weens die wêreldreseessie. Die toepassing van die kruisentropie-benadering het arbeidsmarktendense nie noemenswaardig beïnvloed nie, wat daarop dui dat hierdie tendense (insluitende die skielike toename in arbeidsmagramings in die oorgang van die Oktoberhuishoudingsopname- data na die Arbeidsmarkopname-data) werklik was, of anders plaasgevind het weens veranderings in die opnamevraelyste om respondente se arbeidsmarkstatus beter te probeer bepaal. Verder het die toepassing van die LFS2000b tot LFS 2007B metodologie op die vroeëre opnames die abrupte verlaging in die oorgang tussen die OHS en LFS in die getal breed-gedefineerde werkloses en breë werkloosheidkoerse verminder. Ten slotte het die gebruik van die QLFS-metodologie op die LFS (wat kleiner hersienings benodig het) die abrupte verlaging tussen LFS2007b en QLFS2008Q1 aansienlik verminder, en dus die vergelykbaarheid van hierdie groothede oor die opnames heen verbeter. In Hoofstuk 5 word eers ‘n oorsig van armoede- en ongelykheidsbegrippe gegee, waarma die sekwensiële-regressie-veelvoudige-imputasie-tegniek in besonderhede bespreek word. Hierdie tegniek word veral gebruik vir gevalle waar huishoudings aandui dat hulle inkomste of besteding nul is, of waar hulle nie antwoord nie. Daar is ook ‘n bespreking van die bepaling van reële inkomste, besteding of verbruiksveranderlikes in elke opname. Armoedeen ongeleykheidstendense word in Hoofstul 6 bespreek. Rakende armoede is daar, met uitsondering van die Alle-Media-en-Produkte-opname, eenstemmigheid dat dit sedert die politieke oorgang eers gestyg het voor dit sedert 2000 begin daal het. Sover dit ongelykheid aanbetref verskil neigings in die Gini-koëffissiënt baie tussen die opnames, want die ramings is stabiel oor die periode vir die Alle-Media-en-Produkte-opname, styg vir die Inkomste- en Bestedingsopname en die Algemene-Huishoudingsopnames, en styg tot 2000 voordat dit afneem in ander opnames (bv. die twee sensusse en die Gemeenskapsopname van 2007). Vlakke van ongelykheid verskil ook tussen die opnames. Deels kan die genoemde tendense in armoede- en ongelykheid dalk toegeskryf word aan die kwessies wat in Hoofstuk 3 bespreek is. Die effek van die getal en wydte van die intervalle waarin inkomste- en bestedingsdata ingewin word op ramings van armoede en ongelykheid word in meer besonderheid in Hoofstuk 6 bespreek. Deur die toepassing van verskillende intervalle op data van die drie Inkomste- en Bestedingsopnames en die Nasionale-Inkomste-Dinamika-studie word bevind dat die getal en wydte van intervalle ‘n beperkte effek op hierdie ramings en tendense het. Verder word gekyk na die effek van die aanpssing van die opname-data om dit in ooreenstemming met die nasionale rekeninge te bring. Ten slotte word getoon dat die gebruik van die kruisentropie-metode nie enige beduidende uitwerking op armoede- en ongeleykheidsramings en -tendense het nie.

The social conditions in the rural areas of South Africa are by now widely known and numerous researchers have documented the poverty stricken quality of life which generally prevails amongst black families in these areas (Wilson and Ramphele, 1989). The vast majority of rural households have incomes which are below subsistence levels and in the Homelands, agricultural productive ability has become so eroded that rural household income is now chiefly derived from remittances from migrants in the towns or from the wages of farm labourers (Nattrass and May, 1986). As such, at present the majority of black rural households living in Region E make up consumer communities which must purchase the majority of their subsistence needs, rather than producer communities in which subsistence needs can be met from the utilisation of local resources (Derman and Poultney, 1983). Despite this unpromising situation, the diminishing importance of agricultural production to the South African national economy (Bethlehem, 1989), and the dominance of urbanisation as a social force, it can be argued that the rural areas of Region E will be directly and substantially affected by efforts to restructure the South African economy as a whole. Consequently, revitalising the rural economy in a restructured social and economic system would be a concern in itself, even though the effect of this for a future growth path for South Africa may be uncertain (Kaplinsky, 1991:54). The report will first examine the broad demographic changes in Region E noting the impact of these changes on the rural areas. Thereafter, the economic processes which characterise the rural areas will be discussed, in particular, employment, income levels and income distribution. This will feed into a discussion of the social processes which will include changing dynamics of migration, and a socio-economic profile of rural households. The paper concludes by briefly examining access and usage of basic services and facilities in the rural parts of Region E.

The level of savings in South Africa has been described as dismal and on the verge of becoming an economic crisis. Household savings has declined to a level of dissavingand is therefore in need of rectification. Savings can be broken down into household, corporate and government saving. The purpose of this research is to identify measures to improve household savings in South Africa. A critical review of household savings is conducted in chapter two utilising secondary data to examine household savings, identify factors affecting savings as well as establish measures to improve household savings. The study gathers primary data from 10leading economists and financial experts located in South Africa.A qualitative study is undertaken as it helps provide intrinsic information on the thoughts and opinions of the sample group on measures to improve household savings. The research has revealed that South African households are not saving sufficiently and that there are a few key factors affecting households savings. The key factors are indentified and investigated in the literature review and further examined by the respondents for their expert opinions. The respondents have identified thathousehold savings behaviours are insufficiently contributing to savings and there is a lack of a savings culture to encourage positive savings growth. Consumers are caught up in a web of consumerism with easy access to credit as a result of financial liberalisation. These two factors have created a debt trend and left many households in a downward spiral of debt. The respondents have identified the main factors affecting households as: savings culture,financial literacy, consumerism, income levels, education and interest rates. Measures identified to improve household savings are: Tax breaks, government incentives to saving, education, budgeting as well as developing a national culture of saving. These suggestions help outline a path for government, corporations and individuals to follow in achieving greater household savings. The research has outlined measures to improve household savings and stressed that there is no one single measure to rectify the savings dilemma, but rather it is to identify and acknowledge that the savings solution lies in addressing each of the factors affecting saving with a view to improving saving as a whole. / Thesis (MBA)-University of KwaZulu-Natal, 2011.

This study describes the characteristics of informal economy workers and their households. The central reasons for initiating the study were twofold. Firstly, the informal economy has grown in size and it is increasingly recognised as an important component of the economy. Secondly, it is widely agreed that accurate measurement of the informal economy has not been achieved. Thus, the study aimed to describe the informal economy using the most up-to-date national labour force survey as well as assess how accurately the informal economy has been measured with that instrument. The informal economy has developed as a result of globalisation and the technological revolution (amongst other factors) according to researchers. Recognition that workers within the informal economy (and those subject to informalisation within the formal economy) are not achieving fair labour standards has led to efforts to re-conceptualise work. The informal economy is extremely difficult to define and four conceptual models are described in this study. Each of the models agrees that the informal economy operates outside the ambit of formal activities, thus a form of dualism is defined, and that the economy is heterogeneous in character. The models differ in how the informal economy interrelates with the formal economy; the dualist model proposes there is no interaction while the legalist model states that a superior-subordinate relationship exists between the two. Competing models view the informal economy as either survivalist or as a vibrant, productive entity. A notable characteristic of the informal economy is flexibility in working conditions. This study will contribute to debate on the nature and measurement of the informal economy in South Africa. The method used in this study was secondary analysis of the Labour Force Survey. Integrating elements of theory and measurement, it is suggested that the design of the survey instrument reinforces the dualist model. Analysis revealed that different economies - formal and informal - occur and that, although the two are not mutually exclusive, these exhibit markedly different characteristics. The formal worker and his or her household showed significantly better statistics for a range of demographic, social and economic indicators. Formal employees enjoyed better quality employment relationships than informal workers, as demonstrated by higher proportions in permanent employment and longer duration of employment. Measurement of an interrelationship between the formal and informal economies was hampered by the design of the survey instrument, however, there is evidence that a relationship does exist and this was defined as superior-subordinate in nature. The heterogeneous nature of the informal economy was confirmed by example of a wide range of occupations, involving varied levels of skill. Generally, the South African informal economy appears to be survivalist in nature, as demonstrated by high frequencies of workers in occupations of low skill as well as by the general poverty and low standard of living exhibited by the informal workers' household. It was recognised that there are categories of worker who are worse off than the informal worker and this finding, along with the observation that disparities exist between different types of worker within the informal economy itself, raises the question of how useful it is to use the dualist framework for analysis. Informal workers did report higher levels of flexibility, however, it is argued that this would not compensate for poor statistics recorded for nearly all other indicators measured. Based on the analysis above, it is suggested that the informal worker 'formalise' if this path is made possible because it is clear that formal workers achieve a significantly better standard of living. In the long term this goal could be achieved by improving education levels and by facilitating access to the formal economy. In the short to medium term the outlook for the informal worker could be improved by adopting policies that foster improved work conditions, including improved access to medical aid, paid leave, and some form of pension or retirement plan. The study concludes that measurement of the informal economy is more accurate than past attempts, but that further improvement is possible. Given the disparities within the informal work force and the idea that a dualist approach is not the most effective conceptualisation of the labour force, the study calls for a flexible survey instrument that caters for various definitions of the informal worker. The inclusion of additional questions, for example to measure workers' perceptions of exploitation and satisfaction with working conditions, is encouraged. These suggestions would facilitate effective investigation of alternative conceptualisations of the informal economy through means of the survey instrument. / Thesis (M.Dev. Studies)-University of Natal, Durban, 2003.

The study was premised on the truism that men have historically served in higher echelons of organizational management structures and women are under-represented. The principal objective was to explore the constraints faced by women in accessing higher leadership and senior management positions in public, private and non-governmental organisations in Zimbabwe. This study adopted the triangulation method, that is, qualitative and quantitative approaches. These mixed research methods, were upgraded by the feminist research methodologies, thereby making a contribution in the field of research. The study found out that the constraints that mostly hinder women from accessing leadership and senior management positions in public, private and NGOs were cultural practices, which represent levels of power and control that in turn hinder reforms; and women's socialisation into feminised roles. The study also found out that in most organisations, most females work under male leadership, and this traditional organisational culture, needs to be deconstructed and reversed in order to achieve gender equality. The study recommended for a human centric and integrated organizational management strategy for public, private and NGOs in Zimbabwe. The adoption of a human centric and integrated management approach should aim at gender equity and reduce women's under-representation. A human centred organizational culture has to be practiced, that would create organisational ethos that guide organizational management. An integrated organizational management approach should integrate all systems and processes into one complete framework, enabling people to work as a single unit, unified by organizational goals, shared vision and common values. The system should depend on a balanced mix of the masculine and feminine attributes. The approach should put its weight towards adoption of measures to attract, advance and empower women so as to benefit from their qualifications, experience and talent in a highly competitive environment.

Thesis (MA)--Stellenbosch University, 2015. / ENGLISH ABSTRACT: During the period 2006-2012, the Langkloof area, situated in the Eden District Municipality, suffered severely from environmental shocks and social stress including drought, flooding, hail, wildfire, heatwaves and reduced labour demand. These events negatively impacted many farmers and their livelihoods. In response to these external shocks and stressors, large-, medium- and small-scale farmers adopted numerous coping and adaptive strategies. This study performed a comprehensive livelihoods analysis of large-, medium- and small-scale farmers in the Langkloof area, using the widely recognized sustainable livelihoods framework developed by the United Kingdom’s Department for International Development, with a particular focus on coping and adaptive strategies against severe environmental shock and social stress. Variables used in the analysis were the vulnerability context in which farmers pursue a livelihood; livelihood assets (social, human, financial, natural and physical); the policies, institutions and processes in the external environment that influence the degree of ownership and access to assets; livelihood strategies pursued; and the various livelihood outcomes ultimately produced. The analysis of coping and adaptive strategies employed by farmers during these periods formed an integral part of this study. Sixteen livelihood asset indicators were identified to determine the total assets (human, social, physical, financial and natural) of the farmers. After scaling the indicators, a Principal Component Analysis (PCA) was used to assign weights to each indicator and to subsequently calculate the total assets of each household. Regarding the coping and adaptive strategies employed by farmers against environmental shock and social stress, the average number of strategies was calculated for each household. Spearman’s rank correlations were calculated for total assets achieved (capacity) and the number of strategies employed against environmental shock and social stress. / AFRIKAANSE OPSOMMING: Die Langkloofgedied, geleë in die Eden Distriksmunisipalitiet, is gedurende die tydperk 2006-2012 geweldig geteister deur omgewings- en sosiale gebeure, wat droogte, vloede, hael, veldbrande, hittegolwe en ʼn gevolglike verlaagde arbeidsaanvraag sluit. Hierdie rampe het verreikende nadelige gevolge op boere se lewensbestaan gehad. Terwyl hulle lewensbestaan tot die uiterste uitgedaag is, is verskeie hanterings- en aanpassingstrategieë teen omgewingskok en sosiale stres geïmplementeer. Met die gebruik van die Verenigde Koninkryk se Departement van Internasionale Ontwikkeling se volhoubare lewensbestaansraamwerk is ʼn gedetailleerde en alomvattende analise van groot, medium- en kleinskaalboere in die Langkloof se lewensbestaan gedoen, met ʼn sterk skem op hul hanterings- en aanpassingstrategieë teen omgewingskok en sosiale stress. Die analise veranderlikes het die kwesbaarsheidskonteks waarin boere hul lewensbestaan aanpak; hul verskeie bates (menslik, sosiaal, finansieel, fisies en natuurlik); die beleide, instansies en prosesse in die eksterne omgewing wat toegang tot en eienaarskap van bates reguleer; hul lewensbestaanstrategieë; en die lewensbestaansuitkomste wat bereik word, behels. Die analise van die boere se hanterings- en aanpassingstrategieë geïmplementeer teen omgewingskok en sosiale stres gedurende hierdie tydperk was ʼn integrale rol van hierdie studie. Sestien aanwysers is geïdentifiseer om die totale lewensbestaansbates (menslik, sosiaal, fisies, finansieel en natuurlik) van die boere te bepaal. Nadat die aanwysers geskaal is, is ‘n Hoofkomponentanalise (PCA) uitgevoer om gewigte aan elke aanwyser toe te ken vir die berekening van totale bates van huishoudings. Die hanterings- en aanpassingstrategieë ingestel deur boere teen omgewingskok en sosiale stres, is die gemiddelde aantal strategieë per huishouding. Spearman se rangorde korrelasies is bereken vir die totale bates (kapasiteit) en die getal strategieë geïmplementeer teen omgewingskok en sosiale stres.

This thesis uses the sustainable rural livelihoods framework to investigate the livelihoods of communities residing adjacent to a remote protected area on the Wild Coast. The communities living in the area are among the poorest in South Africa and are largely dependent on migrant remittances and state welfare grants for their survival. Soon after South Africa's first democratic elections in 1994, the communities lodged a land claim against the protected area on the basis of past removals. In 2001, their land rights to the protected area were restored, opening up new avenues for the development of the area. It is argued that livelihood systems in the area are complex, varied and dynamic, and that for development to be sustainable, it needs to be informed by a thorough understanding of the many factors that shape the context in which livelihoods are generated. The research is based primarily on 'in-depth' micro-studies of two villages in the area - Ntubeni and Cwebe. It includes a detailed assessment of the extent and distribution of poverty and the various factors that make households vulnerable to livelihood shocks. The role of the rich and diverse natural resource base, the property rights associated with it, and the under-development of infrastructure and services in the area, are discussed in relation to livelihood prospects. A systems approach is used to examine the various ways in which livestock husbandry, cropping, natural resource use, employment and welfare dependence interact. Finally, the thesis examines in some detail the distribution of household assets, livelihood strategies and livelihood outcomes between the two villages, and between households in different income groups.