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An Asset Index Proposal for Households in Mexico Applying the Mixed Principal Components Analysis Methodology

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Computer Science and Engineering in Health Services (COMPSE 2021)

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Abstract

The development of assets indices has grown as an alternative to measure wealth from different generations in the evaluation of social mobility. A proposal of the development of an asset index is presented using the GSVD-based mixed principal components analysis (PCAMix package in R). The contribution rests in the combination of both numerical and categorical data and the integration of the simultaneous effect of these variables in the index. It was used in profiling the Mexican households according to the information from the 2018 National Household Income and Expenditure and the determination of the Gini coefficient to evaluate the inequality of distribution at the state level. Results show a high level of disparity in the distribution of assets with only 0.01% of the households possessing 40% or more of the assets included in the index, being the southern region where greatest challenges for ascending social mobility.

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Author information

Authors and Affiliations

  1. Facultad de Ciencias Económicas y Empresariales, Universidad Panamericana, Augusto Rodin 498, 03920, Mexico City, Mexico

    Lorena DelaTorre-Díaz & Román Rodriguez-Aguilar

Authors
  1. Lorena DelaTorre-Díaz
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  2. Román Rodriguez-Aguilar
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Corresponding author

Correspondence to Lorena DelaTorre-Díaz .

Editor information

Editors and Affiliations

  1. Panamerican University, Mexico, Distrito Federal, Mexico

    José Antonio Marmolejo-Saucedo

  2. Universiti Teknologi Petronas, Tronoh, Perak, Malaysia

    Pandian Vasant

  3. Universidad Autónoma de Nuevo León, San Nicolás de los Garza, Mexico

    Igor Litvinchev

  4. Panamerican University, Mexico, Mexico

    Roman Rodríguez-Aguilar

  5. Universidad Autónoma de Nuevo León, San Nicolás de los Garza, Mexico

    Jania Astrid Saucedo-Martínez

Appendix 1. Comparison of Gini Coefficient and Mean and Median of the Asset Index of Mexican States

Appendix 1. Comparison of Gini Coefficient and Mean and Median of the Asset Index of Mexican States

State

Gini Coef

State

Median of Index

State

Mean of Index

Zacatecas

0.23

Ciudad de México

7.93

Ciudad de México

8.63

Aguascalientes

0.23

Aguascalientes

7.39

Aguascalientes

8.19

Durango

0.24

Chihuahua

7.22

Jalisco

7.94

Nayarit

0.24

Jalisco

7.21

Coahuila

7.71

Baja California

0.24

Baja California

7.13

Chihuahua

7.69

Coahuila

0.24

Coahuila

7.02

Nuevo León

7.67

Nuevo León

0.24

Nuevo León

6.89

Baja California

7.66

Tamaulipas

0.24

Sinaloa

6.80

Sinaloa

7.45

Colima

0.24

Baja California Sur

6.76

Sonora

7.42

Sinaloa

0.25

Sonora

6.70

Baja California Sur

7.41

Tabasco

0.25

Nayarit

6.62

Nayarit

7.22

Guanajuato

0.25

Durango

6.56

Durango

7.18

Jalisco

0.25

Zacatecas

6.47

Zacatecas

7.05

Michoacán

0.25

Colima

6.35

Campeche

6.99

Chihuahua

0.25

Campeche

6.17

Colima

6.96

Guerrero

0.26

Querétaro

6.13

Querétaro

6.95

Ciudad de México

0.26

Tamaulipas

6.13

Michoacán

6.77

Sonora

0.26

Michoacán

6.10

Tamaulipas

6.76

Chiapas

0.27

Morelos

6.01

Quintana Roo

6.70

Baja California Sur

0.27

Quintana Roo

5.95

Morelos

6.65

Morelos

0.27

Yucatán

5.85

México

6.53

Tlaxcala

0.27

México

5.81

Yucatán

6.49

Hidalgo

0.27

Guanajuato

5.80

Guanajuato

6.48

Veracruz

0.27

San Luis Potosí

5.69

San Luis Potosí

6.46

Campeche

0.27

Tlaxcala

5.69

Tlaxcala

6.36

Querétaro

0.28

Puebla

5.64

Puebla

6.33

Oaxaca

0.28

Hidalgo

5.59

Hidalgo

6.18

San Luis Potosí

0.28

Tabasco

5.52

Tabasco

6.09

Puebla

0.28

Veracruz

5.23

Veracruz

5.74

Quintana Roo

0.28

Guerrero

4.87

Guerrero

5.28

Yucatán

0.28

Oaxaca

4.68

Oaxaca

5.25

México

0.29

Chiapas

4.55

Chiapas

5.14

Average

0.26

Average

6.20

Average

6.85

  1. Source: authors with information from ENIGH 2018
  2. Note. Gini index ordered in ascending order; mean and median ordered in descending order

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DelaTorre-Díaz, L., Rodriguez-Aguilar, R. (2021). An Asset Index Proposal for Households in Mexico Applying the Mixed Principal Components Analysis Methodology. In: Marmolejo-Saucedo, J.A., Vasant, P., Litvinchev, I., Rodríguez-Aguilar, R., Saucedo-Martínez, J.A. (eds) Computer Science and Engineering in Health Services. COMPSE 2021. Lecture Notes of the Institute for Computer Sciences, Social Informatics and Telecommunications Engineering, vol 393. Springer, Cham. https://doi.org/10.1007/978-3-030-87495-7_7

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  • DOI: https://doi.org/10.1007/978-3-030-87495-7_7

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