по-русски

Actual Problems of
Economics and Law

 

16+

 

DOI: 10.21202/1993-047X.14.2020.3.415-427

скачать PDF

Authors :
1. Elena A. Basova, PhD (Economics), Senior Researcher
Vologda Research Center of the Russian Academy of Sciences



Theoretical-methodological bases of researching the notion of “non-monetary inequality”


Objective: to study the conceptual characteristics of non-monetary inequality in the modern Russian and foreign literature.
 
Methods: analysis and synthesis, comparative analysis, generalization.
 
Results: the article presents the results of a review of the modern Russian and foreign works on the study of non-monetary aspects of inequality. The paper substantiates the limitations of monetary and metric approaches in assessing the society stratification. The main approaches to the study of non-monetary differentiation are identified: deprivation, discrimination, self-identification and resource approaches. The author’s interpretation of the “non-monetary inequality” category is presented. It is shown that non-monetary inequality is a societal phenomenon. The conclusion is made that it is necessary to supplement income differentiation with evaluation of the characteristics of non-monetary inequality. In the future, it would be possible to develop and test a methodology for assessing non-monetary inequality of a region’s population.
 
Scientific novelty: the author’s interpretation of non-monetary inequality is presented; the features of this socio-economic category are defined.
 
Practical significance: the main provisions of the article can be used for further theoretical and methodological research and practical recommendations for reducing non-monetary differentiation.

Keywords :
Economics and national economy management; Non-monetary inequality; Resource approach; Deprivation approach; Discriminatory approach; Self-Identification approach

Bibliography :
1. Formation of a state of wellbeing and prospects of a social state in Russia. Realias and projects, ed. N. I. Lapin, Moscow, Renome, 2019, 232 p. (in Russ.).
2. Konstantinova L. V. Education – the sphere of new inequalities, Budushchee sotsiologicheskogo znaniya i vyzovy sotsial'nykh transformatsii, 2019, pp. 373–378 (in Russ.).
3. Gorshkov M. K. Social inequalities in post-reform Russia: sociological diagnosis, Vestnik Rossiiskogo universiteta druzhby narodov. Sotsiologiya, 2016, No. 4, pp. 693–718 (in Russ.).
4. Komarovskii V. S. Poverty and inequality as challenges to the national-state identity and forming the civil nation in Russia, Vlast', 2017, No. 1, pp. 5–11 (in Russ.).
5. Korchagina I. I., Prokof'eva L. M., Ter-Akopov S. A. Material deprivations in estimating poverty, Narodonaselenie, 2019, No. 2, pp. 51–63 (in Russ.). DOI: 10.24411/1561-7785-2019-00015
6. Korchagina I. I. Non-monetary measuring of poverty and social vulnerability of the Russian population, Narodonaselenie, 2015, No. 1 (67), pp. 82–94 (in Russ.).
7. Ovcharova L. N., Burdyak A. Ya., Pishnyak A. I., Popova D. O., Popova R. I., Rudberg A. M. Dynamics of monetary and non-monetary characteristics of the living standard of the Russian households in the years of post-Soviet development: analytical report, Moscow, Fond "Liberal'naya Missiya", 2014, 108 p. (in Russ.).
8. Bikeeva M. V., Moiseeva I. V. Mdeasuring economic inequality: problems, facts and estimation, Sotsial'naya statistika, 2019, No. 6, pp. 48–56 (in Russ.). DOI: 10.21686/2500-3925-2019-6-48-56
9. Lezhnina Yu. Risks and opportunities of the Russians as the basis for social dynamics, Zhurnal issledovanii sotsial'noi politiki, 2019, No. 17 (2), pp. 207–222 (in Russ.). DOI: 10.17323/727-0634-2019-17-2-207-222
10. Goedhart Theo, Halberstadt Victor, Kapteyn Arie, van Praag Bernard. The Poverty Line: Concept and Measurement, Journal of Human Resources. University of Wisconsin Press, 1977, Vol. 12 (4), pp. 503–520.
11. Townsend P. Poverty in the United Kingdom, Harmondsworth, Penguin, 1979, 31 p.
12. Bobkov V. N., Kherrmann P., Kolmakov I. B., Odintsova E. V. Two-Criterion Model of the Russian Society Stratification by Income and Housing Security, Economy of region, 2018, Vol. 14, Iss. 4, pp. 1061–1075 (in Russ.). DOI: 10.17059/2018-4-1
13. Bobkov V.N., Matveeva T.A. The Influence Of Monetary And Non-Monetary Poverty Of Economically Active People’s Households On Job Satisfaction, Economy of Region, 2014, No. 4, pp. 93–104 (in Russ.). DOI: 10.17059/2014-4-7
14. Anikin V. A., Lezhnina Y. P., Mareeva S., Tikhonova N. E. Social Stratification by Life Chances: Evidence from Russia, National Research University Higher School of Economics Series, 2017. DOI: 10.13140/RG.2.2.16315.72489
15. Mareeva S. V. Monetary and non-monetary inequalities in the life of the Russians, Cotsiologicheskie issledovaniya, 2016, No. 10 (390), pp. 65–74 (in Russ.).
16. Tikhonova N. E. Resource approach as a new theoretical paradigm in stratification researches, Sotsiologicheskie issledovaniya, 2006, No. 9 (269), pp. 11–26 (in Russ.).
17. Maleva T. M., Burdyak A. Ya., Tyndik A. O. Middle classes at various stages of life, Zhurnal NEA, 2015, No. 3 (27), pp. 109–138 (in Russ.).
18. Davydova N. M. Deprivation approach in estimating poverty, Sotsiologicheskie issledovaniya, 2003, No. 6, pp. 88–96 (in Russ.).
19. Avraamova E., Loginov D. Adaptation resources of the population: an attempt of quantitative estimation, Monitoring obshchestvennogo mneniya: ekonomicheskie i sotsial'nye peremeny, 2002, No. 3 (59), pp. 13–17 (in Russ.).
20. Avraamova E.M., Loginov D.M. Social-economic adaptation: resources and opportunities, Obshchestvennye nauki i sovremennost', 2002, No. 5, pp. 24–34 (in Russ.).
21. Sazanov I.S. Poverty: national and international criteria, Chelyabinskii gumanitarii, 2012, No. 3 (20), pp. 80–84 (in Russ.).
22. Poverty: alternative approaches to definition and measurement, collective monograph, ed. T. M. Maleva, Moscow, Mosk. tsentr Karnegi, 1998, 282 p. (in Russ.).
23. Mack J., Lansley S. Poor Britain, L., George Allen & Unwin, 1985, 324 p.
24. Gordon D., Adelman L., Ashworth K., Bradshaw J., Levitas R., Middleton S., Pantazis C., Patsios D., Payne S., Townsend P. and Williams J. Poverty and social exclusion in Britain, York, Joseph Rowntree Foundation, 2000, 102 p.
25. Callan T., Nolan B., Whelan C.T. Resources, deprivation and the measurement of poverty, Journal of Social Policy, 1993, No. 22 (2), pp. 141–172. DOI: 10.1017/S0047279400019280
26. Tikhonova N. E. Social exclusion in the Russian society, Obshchestvennye nauki i sovremennost', 2002, No. 6, pp. 5–17 (in Russ.).
27. Konstantinova D. S., Kudaeva M. M. Discrimination differences in wages in Russia, Discussion, 2019, No. 1 (92), pp. 38–46 (in Russ.).
28. Stiglitz J. The price of inequality.How today’s divided society endangers our future, Moscow, Eksmo, 2015, 512 p. (in Russ.).
29. Avraamova E., Maleva T. On the Causes of Socio-Economic Inequality Reproduction: What Does Resources Approach Show? Voprosy ekonomiki, 2014, No. 7, pp. 144–160 (in Russ.). DOI: 10.32609/0042-8736-2014-7-144-160
30. Curtis J. Middle Class Identity in the Modern World: How Politics and EconomicsMatter, Canadian Review of Sociology, 2013, Vol. 50 (2), pp. 203–226.
31. Evans M. D., Kelley J. Subjective Social Location: Data from 21 Nations, International Journal of Public Opinion Research, 2004, Vol. 16 (1), pp. 3–38.
32. Cherkashina T.Yu. Measurement of population income: Variants of estimating biases, Voprosy ekonomiki, 2020, No. 1, pp. 127–144 (in Russ.). DOI: 10.32609/0042-8736-2020-1-127-144
33. Tikhonova N. E. Stratification of mass strata of the modern Russian society by life chances, Sotsiologicheskie issledovaniya, 2018, No. 6, pp. 53–65 (in Russ.). DOI: 10.7868/S0132162518060053
34. Weber M. Economy and Society: An Outline of Interpretive Sociology, Berkley, University of California Press, 1978.
35. Shkaratan O. I. Expectations and reality. Social mobility in the context of the problem of equal chances, Obshchestvennye nauki i sovremennost', 2011, No. 1, pp. 5–24 (in Russ.).
36. Deineko A. A. Factor of life success and life chances in students’ estimations, Studenchestvo nachala XXI veka: tsennostnye orientatsii i po-vsednevnye praktiki, Yekaterinburg, UrFU, 2012, pp. 106–112 (in Russ.).
37. Rimashevskaya N. M. Gender stereotypes and logic of social relations, Gendernye stereotipy v sovremennoi Rossii, eds. I. B. Nazarova, E. V. Lobza, Moscow, Maks-press, 2007, pp. 7–24 (in Russ.).
38. Shkaratan O. I. Sociology of inequality. Theory and reality, Moscow, VShE, 2012, 526 p. (in Russ.).
39. Mareeva S. V. Non-monetary inequalities and their impact on the economic status of the population, In Gorshkov M. K. et al. Rossiiskoe obshchestvo i vyzovy vremeni. Kniga tret'ya, Moscow, Ves' Mir, 2016, pp. 247–265 (in Russ.).
40. Osipova N. G. New forms of social inequality and its features in modern Russia, available at: https://istina.cemi-ras.ru/ projects/100114845/ (access date: 20.02.2020) (in Russ.).
41. Tikhonova N. E. The underprovided in modern Russia, Sotsiologicheskie issledovaniya, 2010, No. 1 (309), pp. 5–16 (in Russ.).
42. Berveno O. V. Impact of excess income inequality on the living standard, Problemi ekonomiki, 2014, No. 1, pp. 304–308 (in Russ.).
43. Ryabushkin N.N. Estimating the well-being of the population based on the property index, Topical issues of economics and sociology, collection of works of th 15th Autumn conference of young researchers in Novosibirsk Akademgorodok, eds. O. V. Tarasova, N. O. Fursenko, Institut ekonomiki i organizatsii promyshlennogo proizvodstva SO RAN, 2019, pp. 230–236 (in Russ.).
44. Gainanov D. A., Sharif'yanov T. F. Evolution of the digital inequality and the tools for neutralizing its consequences, Regional'naya ekonomika: teoriya i praktika, 2014, No. 22 (349), pp. 2–18 (in Russ.).
45. Ibragimova Z.F., Frants M.V. Frants M. Inequality of opportunity in the Russian Federation: Measurement and evaluation using micro‑data, Applied econometrics, 2019, No. 54, pp. 5–35 (in Russ.).
46. Anisimova G. V., Voeykov M. I. Political economy of equality and inequality: Report. Moscow: Institute of Economics of the Russian Academy of Sciences, 2016.
47. Atkinson A. B. Inequality: What can be Done?, London, Harvard University Press, 2015, 384 p.
48. Deaton A. The Great Escape: Health, Wealth and the Origins of Inequality, Princeton, Princeton University Press, 2013, 360 p.
49. Bourguignon F., Ferreira F., Menendez M. Inequality of Opportunity in Brazil, Review of Income and Wealth, 2007, No. 53, pp. 585–618.
50. Ferreira F., Gignoux J. The measurement of inequality of opportunity: theory and an application to Latin America, Review of Income and Wealth, 2011, No. 57 (4), pp. 622–657.

Citation :
Basova E. A. Theoretical-methodological bases of researching the notion of “non-monetary inequality”, Actual Problems of Economics and Law, 2020, Vol. 14, No. 3, pp. 415–427 (in Russ.). DOI: http://dx.doi.org/10.21202/1993-047X.14.2020.3.415-427

Type of article : The scientific article

Date of receipt of the article :
10.04.2020

Date of adoption of the print :
09.06.2020

Date of online accommodation :
25.09.2020