所得定義與均等值設定對經濟福利不均的測量影響

Impact of Choice of Income and Equivalence Scale on Economic Well-being Inequality

洪明皇(Ming-Hwang Hong) ； 鄭文輝(Peter Wen-Hui Cheng)

《經濟研究》 45卷1期 (2009/01) Pp. 11-63

https://doi.org/10.29765/TEI.200901.0002

摘要

本文以1979至2005年主計處家庭收支調查，探討可支配所得及均等值對經濟福利「不均度」及「不均分佈」的影響。我們發現可支配所得定義與均等值設定差異對不均測量有明顯影響，並指出差異方向與強度。主計處的不均度測量，在家戶結構變遷下，會逐年高估不均度。主要建議爲：1.採用近似盧森堡所得研究的可支配所得定義方式，俾較完整納入影響家戶經濟福利的所得項目。2.從事長期的經濟福利不均探索，均等值設定應考慮戶量與年齡組成，並採規範性不均指標，以反映家戶變遷對不均測量的影響。

關鍵字

經濟福利 ； 可支配所得 ； 均等值 ； 不均度 ； 重排序效果

並列摘要

The purpose of this study was to examine the impact of choice of income definition and equivalence scale on inequality measures using 1979-2005 household survey data conducted by the Directorate-General of Budget, Accounting and Statistics. Main results and suggestion are as follows: 1. Different definition of disposable income have a significant impact on inequality index and inequality distribution. Since covering comprehensively income subject that will affect household well-beings, Luxembourg disposable income is a better proxy to measure economic well-being. 2. Because the household structure of Taiwan have undergone rapid changes for past thirty years, when measuring long-term household economic well-beings, one should apply equivalence scale adjusting for household size and composition, and better use normative inequality measures to present long-run inequality tendency.

並列關鍵字

Economic Well-beings ； Disposable Income ； Equivalence Scale ； Inequality ； Re-ranking Effect

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