Place as a risk for poverty

Spatial Dynamics of Deprivation/Inequality in Russian Federation

Lecture on class: Living with Risk: Post-Soviet Welfare State and Daily Life Uncertainties in Russia
October 21, 2014

Markus Kainu
PhD Candidate
“A quantitatively orientated social scientist specialized in poverty and inequalities in post-socialist space, and in open source software carpentry”

Outline

  • Introduction - Statement of purpose
  • Core Concepts
  • Sociological/social policy research of inequality/poverty - note on spatiality
  • Case: Studying Regional inequality in Russian
    • Russian data
    • Research Software Carpentry
    • Methods

Readings

Statement of purpose I

My PhD research embeds in the discussion of welfare state development in post-socialist space. Within this discussion my study will contribute to the debate on outcomes of income redistribution schemes on household poverty and economic inequality. The current working title of my PhD thesis is: Poverty, place and income redistribution - Analysis of poverty dynamics and welfare state development in post-socialist transition.

Statement of purpose II

My theoretical approach embraces the importance of place both, in terms of poverty and inequality. As is commonly known post-socialist transition is a story of widening social inequalities and deepening poverty. In my view, post-socialist transition is, first and foremost, a story of widening spatial inequalities and deepening of place-based poverty (due to local economy, degradation of physical and social services infrastructure; selective labour migration; etc). During the transition the place of residence has become increasingly important determinant of household well-being in addition to traditional socioeconomic determinants, as profession, education or sex.

Statement of purpose III

My research includes both cross-national comparative and cross-regional country specific studies using surveys as primary body of data. There are recent studies showing that the cross-national differences in living standards between Eastern and Western countries are dimishing, while the territorial, within country, differences have been growing. One aim of social policies is redistribution: lessening the inequalities and reducing of poverty. In this respect I’m particularly interested in how social policies coincide with spatial variation of economic inequality and poverty. As poverty is increasingly rooted in place besides social structures, should social programs, aimed at alleviating poverty, be analysed both in terms of social and spatial effectiveness?

Core Concepts

  • inequality
  • poverty
  • social policy
  • space

Sociological/social policy research of inequality/poverty
- note on spatiality

Social frame/structure

Temporal frame/structure

Spatial frame/structure

Regional inequality makes it in the news in Finland

Interactions in space

“Everything is related to everything else, but near things are more related than distant things.” Tobler's first law of geography

Human interaction and dependence between observations

Social scientists are interested in situations in which various types of agents - individuals, political parties, groups, countries - interact with one another. In many cases, the outcomes or incentives for actions of individual actors do not depend solely on the attributes of particular individuals, but on the structure of the system, their position within it, and their interactions with other individuals. Ward, Michael D., and Kristian Skrede Gleditsch. Spatial Regression Models. SAGE, 2008.

  • flu
  • voting
  • poverty

Spatial representations in sociology/social sciences

  • comparative cross-national research (comparative research)
  • city or local level stratification (residential segregation)
  • use of urban/rural dichotomy still common
    • greatly misleading
      • people not living in rural areas, but in municipalities
      • policies are not implemented in rural/urban context, but in municipalities or other administrative units
    • only applicaple in very equal countries

Spatial scale

Spatial scale is important because it defines the territorial resolution by which processes creating inequality work out and the arena for targeting policy and political action (Lobao et all 2008)

  • cross-national
  • subnational, regional, territorial
  • city/local scale

Demand for functional regions

A functional region or Nodal region, is a region that has a defined core that retains a specific characteristic that diminishes outwards. To be considered a Functional region, at least one form of spatial interaction must occur between the center and all other parts of the region. A functional region is organized around a node or focal point with the surrounding areas linked to that node by transportation systems, communication systems, or other economic association involving such activities as manufacturing and retail trading. Wikipedia

Functional region from welfare perspective?

Functional region from social policy perspective?

Why spatial dimension is neglegted

Spatial differences small

  • regional equality
  • short distances
  • good connections
  • political will in levelling spatial

Challanges in research

  • Socially & demographically representative data can be collected, but spatially representative data is expensive and has several privacy issues
  • Analytical tools have been scarce and expensive
  • proper data is still hard to get

Why it is buzzed about?

  • GPS chips everywhere, geospatial data everywhere (BIG data/MY data)
  • New exciting technologies for presenting and analysing geospatial data

Case: Studying Regional inequality in Russian

Post-socialist transition & inequalities

  • Spatial structure Soviet economic system was based on political reasoning
    • there were no transportation costs
    • Emphasis on quantity, not quality
  • Spatial structure of Global economic system is based on economic reasoning
    • Approximity to factors of production - land, labour and capital
    • Approximity to markets
    • Foreign Direct Investments are placed in elsewhere than Soviet monotowns

Selected socio-economic indicators in Russian Regions

Russia Moscow Best of regions Worst of regions
GDP per capita 18 260 37 088 46 359 (Tjumen) 1 988 (Ingushetia)
Similar Poland Canada Switzerland Cambodia
Niger
Birth rate 15 14 33 (Chechen Republic) 12 (Leningrad)
Similar Switzerland Austria Haiti Korea
Spain Hungary Bolivia
Infant mortality 81 67 40 (Hanty Mansijsk) 160 ( Chechen Republic)
Similar Bulgaria Latvia Itävalta Brazil
Kuwait Chile Belgia China
Life expectancy 687 736 783 (Ingushetia) 582 (Chukotka)
Similar Belarus Bulgaria Portugal Guinea
Moldova Hungary Slovenia Sudan

Analysing regional disparities in welfare in Russia

Raw material - data from

  • Rosstat regional statistics
  • Regional statistical offices
  • Census 2002 & 2010
  • Reserch datas
  • From other sources as (DBpedia)
  • see Avoin data Venäjällä

Tools

  • Free and open source tools for combining, visualising and exploring the data
  • Russian Regions app

Process

Method

Qualitative comparative analysis

  • listing and counting all the combinations of variables observed in the data set, and then applying the rules of logical inference to determine which descriptive inferences or implications the data supports.
  • For instance, if the presence of conditions A and B is always associated with the presence of a particular value of D, regardless of the observed value of C, then the value that C takes is irrelevant. Thus, all five inferences involving A and B and any of the five values of C may be replaced by the single descriptive inference “(A and B) implies the particular value of D”.
  • With this method & application we must
    • enrich the data from statistics, but also rough charactarisations from other sources
      • governance, warfare/welfare, equal/unequal, muslim/orthodox, big/small
    • If we want to explain good health/equal incomes/good housing

Conclusions

Core question

  • Who gets what, and where?

Russia

  • Extremes of Russian inequality lies both in social & spatial structure
  • There are both, poor people and poor areas, and it should be taken into account in research and policy making

Research

  • Really interesting topics, anyone?

Questions??