UPSC MainsECONOMICS-PAPER-II201615 Marks150 Words
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Q10.

Explain the major tools for measuring inequality. Highlight the more appropriate method of measuring inequality.

How to Approach

This question requires a discussion of various tools used to measure inequality, followed by a reasoned justification for the most appropriate method. The answer should begin by defining inequality and its significance. Then, it should systematically explain tools like the Gini coefficient, Lorenz curve, Palma ratio, and Atkinson index. Finally, it should evaluate these tools based on their strengths and weaknesses, concluding with a well-supported argument for the most suitable method, considering data availability and policy relevance. A comparative table would be beneficial.

Model Answer

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Introduction

Inequality, the uneven distribution of income and opportunities, is a pervasive challenge in both developed and developing economies. It impacts social cohesion, economic growth, and political stability. Measuring inequality is crucial for understanding its extent, tracking changes over time, and evaluating the effectiveness of policies aimed at reducing it. Several tools are available for this purpose, each with its own strengths and limitations. This answer will explain the major tools for measuring inequality and highlight the most appropriate method, considering its robustness and interpretability.

Major Tools for Measuring Inequality

Several indices and curves are used to quantify inequality. Here's a breakdown of the most prominent ones:

1. Gini Coefficient

The Gini coefficient, developed by Italian statistician Corrado Gini, is the most widely used measure of inequality. It ranges from 0 (perfect equality) to 1 (perfect inequality). It is graphically represented by the Lorenz curve. A higher Gini coefficient indicates greater inequality.

  • Strengths: Easy to understand and compare across countries.
  • Weaknesses: Sensitive to the distribution across the middle of the income spectrum, may not accurately reflect changes at the extremes.

2. Lorenz Curve

The Lorenz curve plots the cumulative percentage of total income earned against the cumulative percentage of the population. A perfectly equal distribution would be represented by a 45-degree line. The further the curve deviates from this line, the greater the inequality.

  • Strengths: Provides a visual representation of income distribution.
  • Weaknesses: Doesn't provide a single numerical value for comparison.

3. Palma Ratio

The Palma ratio, proposed by Gabriel Palma, focuses on the ratio of the income share of the top 10% of the population to that of the bottom 40%. It is considered a more sensitive measure of inequality at the extremes.

  • Strengths: Highlights the gap between the rich and the poor, politically relevant.
  • Weaknesses: Ignores the income distribution within the top 10% and bottom 40%.

4. Atkinson Index

The Atkinson index is a normative measure of inequality that incorporates a parameter representing the degree of inequality aversion. It ranges from 0 (perfect equality) to 1 (perfect inequality). It is more sensitive to changes in the lower end of the income distribution.

  • Strengths: Allows for different levels of inequality aversion, provides a more nuanced measure.
  • Weaknesses: Requires subjective choice of the inequality aversion parameter.

Comparative Table of Inequality Measures

Measure Range Strengths Weaknesses
Gini Coefficient 0-1 Widely used, easy to compare Sensitive to middle income distribution
Lorenz Curve Graphical Visual representation No single numerical value
Palma Ratio Ratio Highlights rich-poor gap Ignores distribution within top/bottom
Atkinson Index 0-1 Normative, considers aversion Subjective parameter choice

Data from World Bank (2022) indicates that India’s Gini coefficient was 53.5 in 2011, highlighting significant income inequality. The Palma ratio for India is around 1.75 (as of 2019), indicating a substantial gap between the richest and poorest segments of the population.

While each measure provides valuable insights, the Gini coefficient remains the most appropriate method for measuring inequality due to its widespread acceptance, ease of interpretation, and availability of data for a large number of countries. It provides a standardized metric for cross-country comparisons and allows for tracking changes in inequality over time. However, it's crucial to supplement the Gini coefficient with other measures like the Palma ratio to gain a more comprehensive understanding of the income distribution, particularly focusing on the extremes.

Conclusion

In conclusion, measuring inequality is a complex task, and no single measure is perfect. The Gini coefficient, despite its limitations, remains the most practical and widely used tool due to its simplicity and comparability. However, a holistic assessment requires utilizing multiple measures, including the Palma ratio and Atkinson index, to capture the nuances of income distribution and inform effective policy interventions aimed at fostering a more equitable society. Continuous monitoring and refinement of these measures are essential for addressing the evolving challenges of inequality in the 21st century.

Answer Length

This is a comprehensive model answer for learning purposes and may exceed the word limit. In the exam, always adhere to the prescribed word count.

Additional Resources

Key Definitions

Lorenz Asymmetry Coefficient
A measure of inequality based on the area between the line of perfect equality and the Lorenz curve, expressed as a percentage of the total area under the line of perfect equality. It is numerically equivalent to twice the area between the Lorenz curve and the line of perfect equality.
Income Mobility
The ability of individuals or households to move up or down the income ladder over time. Low income mobility indicates that individuals are trapped in their economic circumstances, perpetuating inequality.

Key Statistics

According to Oxfam (2023), the richest 1% in India owns 40.5% of the country’s total wealth.

Source: Oxfam India, "Survival of the Richest" Report, 2023

The share of national income held by the top 1% globally rose from 33.8% in 1980 to 38% in 2022.

Source: World Inequality Report 2022

Examples

Kerala's Social Welfare Model

Kerala, India, has historically exhibited lower levels of income inequality compared to other Indian states due to its emphasis on social welfare programs, land reforms, and investments in education and healthcare. This demonstrates how targeted policies can reduce inequality.

Frequently Asked Questions

Why is measuring inequality important?

Measuring inequality is crucial for understanding social and economic disparities, assessing the effectiveness of policies, promoting social justice, and fostering sustainable economic growth. High levels of inequality can lead to social unrest and hinder economic development.

Topics Covered

EconomySocial IssuesInequalityPovertyEconomic Indicators