Abstract
Even today the poverty is an important negative social phenomenon with evident spatial dimension. Areas with high poverty concentration constitute poverty regions with plenty of common but also different or specific characteristics. Research into the specific poverty features in regions lags behind that of the common characteristics and character of poverty. The aim is to show one of ways to carry out typification of poverty regions (on example of Slovakia). A universal conceptual and methodological frame applicable to any country is presented. Regional poverty types were sorted out by application of the hierarchical agglomerative methods of cluster analysis (Ward’s method) with nine indicators capturing the generally applicable dimensions, which determine poverty and profile of poverty regions. Results confirmed the presumption that the different economic, social, demographic, cultural and other different conditions and population structure in regions may determine the character of poverty. Obtained knowledge points not only to the particular population groups, which require attention but also to the regional poverty types that should be identified for the efficient fight against poverty in these regions.
Similar content being viewed by others
Notes
There are four NUTS 2 (Bratislava, West, Central and East Slovakia) and eight NUTS 3 regions in Slovakia, with significant differentiation and heterogeneity. If we abstract from dominant position of Bratislava region, we may say, that in case of other NUTS 3 regions preservation and reduction of regional disparities is evident. There is no doubt about importance of EU cohesion policy and its implementation on NUTS 2 and NUTS 3 levels.
They are mostly works that marginally involved the researched theme but implicitly contain different criteria, factors or indicators of poverty, or they occasionally contain certain classifications.
NUTS 3 regions are the lowest level with direct data on poverty in Slovakia. They are included into EU SILC Slovakia 2005–2017. It is harmonized EU Members statistical inquiry producing regular and quality data about income, poverty and social exclusion. Harmonized methodology is used every year and enables international EU comparisons.
Data needed for spatially more detailed analysis of poverty in Slovakia are missing. Just a very limited part of existing data may be used and only in 10-years Census periodicity.
Total number of analysed regions on the level of NUTS 4 or LAU 1 was 72 districts.
Negative values stand for the difference necessary for the region to reach the national average in the given indicator, while the positive values express share of indicator in particular regions.
Although, the individual KMO measure 0.493 suggested its elimination.
References
ACSB—American Community Survey Briefs. (2011). Areas with concentrated poverty: 2006–2010. Washington, DC: U.S. Census Bureau.
Boarini, R., Johansson, A., & D’ercole, M, M. (2006). Alternative measures of well-being. OECD Social, Employment and Migration Working Papers No. 33. Paris: OECD.
Boldrin, M., & Canova, F. (2001). Inequalities and convergence in Europe’s regions. Reconsidering European regional policies. Economic Policy, 32(6), 205–253.
Bradbury, B., Jenkins, S. P., & Micklewright, J. (2001). The dynamics of child poverty in industrialised countries. Cambridge: Cambridge University Press.
Central Office of Labour, Social Affairs and Family of the Slovak Republic. (2013). Nezamestnanosť: štvrťročné štatistiky 2011 [Unemployment - quarterly statistics 2011]. Retrieved from http://www.upsvar.sk/statistiky/nezamestnanost-stvrtrocne-statistiky/2011.html?page_id=77441. Accessed 10-01-2014.
Džambazovič, R., Horňák, M., Hrabovská, A., Michálek, A., Rochovská, A., & Rusnáková, J. (2008). Analytická štúdia: vytvorenie národných indikátorov v oblasti chudoby a sociálneho vylúčenia a návrh spôsobu zabezpečenia ich pravidelného monitorovania [Analytical study: Creating national indicators on poverty and social exclusion and proposing ways to ensure their regular monitoring] (p. 256). Bratislava: Euroformes.
European Parliament. (2007). Regional disparities and cohesion. What strategies for the future. Directorate General for Internal Policies of the Union: Brussel.
EUROSTAT. (2017). GDP per capita, consumption per capita and price level indices. Retrieved from http://ec.europa.eu/eurostat/statistics-explained/index.php/GDP_per_capita,_consumption_per_capita_and_price_level_indices. Accessed November 22, 2017.
Falťan, Ľ., & Pašiak, J. (2004). Regionálny rozvoj Slovenska. Východiská a súčasný stav [Regional development of Slovakia. Background and present state]. Bratislava: Sociologický ústav SAV.
Farrigan, T., Hertz, T., & Parker, T. (2015). Rural poverty & well-being. USDA Economic Research Service. Retrieved from http://www.ers.usda.gov/topics/rural-economy-population/rural-poverty-well-being/geography-of-poverty.aspx. Accessed December 29, 2015.
Fenton, A. (2013). Small-area measures of income poverty. Retrieved from http://sticerd.lse.ac.uk/dps/case/spcc/wp01.pdf. Accessed March 22, 2015.
Field, A. P. (2005). Discovering statistics using SPSS (2nd ed.). London: Sage.
Fortuijn, J. D., & Ostendorf, W. (2004). Gender and urban poverty: Single mothers in Amsterdam. GeoJournal, 61(3), 239–246.
Ghelfi, L. M. (2001). Most persistently poor rural counties in the south remained poor in 1995. Rural America, 15(4), 36–49.
Gibson, J., & Olivia, S. (2002). An illustration of the average exit time measure of poverty. In: Working paper in economics. Hamilton: Department of Economics. Retrieved from http://researchcommons.waikato.ac.nz/bitstream/handle/10289/1655/Economics_wp_0204.pdf?sequence=1. Accessed September 23, 2012.
Hendl, J. (2009). Přehled statistických metod zpracování dat. [Summary of statistical methods of data processing]. 3. vyd., Praha: Portál, 695.
INEKO. (2017). Odborníci diskutovali, ako znižovať zaostávanie regiónov [Experts discussed how to reduce the lagging regions]. Press release. Retrieved from: http://www.ineko.sk/clanky/odbornici-diskutovali-ako-znizovat-zaostavanie-regionov. Accessed November 24, 2017.
Ivančíková, L., & Vlačuha, R. (2010). Chudoba a sociálne vylúčenie v regiónoch Slovenska [Poverty and social exclusion in the regions of Slovakia]. In I. Pauhofová, O. Hudec, & T. Želinský (Eds.), Sociálny kapitál, ľudský kapitál a chudoba v regiónoch Slovenska [Social capital, human capital and poverty in the regions of Slovakia] (pp. 31–36). Ekonomická fakulta TUKE: Košice.
Kenway, P., & Palmer, G. (2007). Poverty rates among ethnic groups in Great Britain. JRF—Joseph Rowntree Foundation. Retrieved from https://www.jrf.org.uk/report/poverty-rates-among-ethnic-groups-great-britain. Accessed September 3, 2014.
Larose, D. T. (2006). Data mining method and models. Hoboken, NJ: Wiley.
Levernier, W., Partridge, M. D., & Rickman, D. S. (2000). The causes of regional variations in U.S. poverty: A cross-county analysis. Journal of Regional Science, 40(3), 473–497.
Mckay, A. (2002). Defining and measuring inequality. London: Economist Resource Centre. Retrieved from http://www.odi.org.uk/resources/docs/3804.pdf. Accessed October 22, 2012.
Michálek, A., & Podolák, P. (2005). Spatial distribution of poverty and its features in Slovakia. European Spatial Rea-search and Policy, 12(2), 161–176.
Michálek, A., & Veselovská, Z. (2016). Identifikácia okresov chudoby na Slovensku, ich vývoj a zmeny v rokoch 2001–2011 [Identification of poverty districts in Slovakia, their development and changes in the years 2001–2011]. In A. Michálek & P. Podolák (Eds.), Regióny chudoby na Slovensku [Regions of poverty in Slovakia] (pp. 31–47). Bratislava: Geografický ústav SAV.
Mitchell, J., & Coles, C. H. (2011). Markets and rural poverty upgrading in value chains. London and Washington, DC: Earthscan.
Mitlin, D., & Satterthwaite, D. (2013). Urban poverty in the global south: Scale and nature. London and New York: Routledge.
Molle, W. (2007). European cohesion policy. London: Routledge.
Morduch, J. (2005). Poverty measures. In: UN (Ed.), Handbook on poverty statistics: concepts, methods and policy use. New York: UN Statistics Division. Retrieved from http://unstats.un.org/unsd/methods/poverty/pdf/Chapter-3.pdf. Accessed September 20, 2012.
Noll, H. H. (2002). Towards a European system of social indicators: Theoretical framework and system architecture. Social Indicators Research, 58(1–3), 47–87.
O’Hare, G., & Rivas, S. (2007). Changing poverty distribution in Bolivia: The role of rural-urban migration and urban services. GeoJournal, 68(4), 307–326.
Orayen, R. E., Gil, K., Pascual, P., & Rapún, M. (2005). Regional inequality in the European Union: Does industry mix matter? Regional Studies, 39(6), 679–697.
Orayen, R. E., Pascual, P., & Rapún, M. (2006). Regional polarization in the European Union. European Planning Studies, 14(4), 459–484.
Pauhofová, I. (2012). Generovanie chudoby vo vidieckych regiónoch Slovenska v krízovom období [Generation of poverty in rural regions of Slovakia in the crisis period]. In I. Pauhofová & T. Želinský (Eds.), Nerovnost’ a chudoba v Európskej únii a na Slovensku [Inequality and poverty in the European Union and Slovakia] (pp. 49–56). Ekonomická fakulta TUKE: Košice.
Polese, M. (2011). The wealth and poverty of regions: Why cities matter (p. 288). Chicago: University of Chicago Press.
Samson, Š. (2006). Ukazovatele hodnotiace úroveň regiónov [Indicators of the level of regions]. Retrieved from http://www3.ekf.tuke.sk/konfera2008/zbornik/files/prispevky/samson.pdf. Accessed November 23, 2017.
Stankovičová, I., & Vojtková, M. (2007). Viacrozmerné štatistické metódy s aplikáciami [Multivariate Statistical Methods with Applications] (p. 261). Bratislava: Iura Edition.
The ESPON. (2014). At risk of poverty and social exclusion in European regions. The ESPON 2013 Programme. Luxembourg - Grand Duchy of Luxembourg. Retrieved from http://www.espon.eu/export/sites/default/Documents/Publications/EvidenceBriefs/EEB11-Poverty/ESPON_EVIDENCE_BRIEF_11.pdf. Accessed November 23, 2004.
The Statistical Office of the Slovak Republic. (2011). EU SILC 2010: Indicators of poverty and social exclusion. Retrieved from http://portal.statistics.sk/files/eusilc-2010_indikatory_chudoby.pdf. Accessed November 28, 2013.
The Statistical Office of the Slovak Republic. (2012). RegDat. Retrieved from www.statistics.sk. Accessed October 23, 2014.
Wagle, U. (2008). Multidimensional poverty measurement. concepts and applications. New York: Springer Science.
Wimberley, R. C., & Morris, L. V. (2002). The regionalization of poverty: Assistance for the Black Belt South? Southern Rural Sociology, 18(1), 294–306.
Želinský, T. (2014). Chudoba a deprivácia na Slovensku [Poverty and deprivation in Slovakia] (p. 229). Košice: Equilibria.
Acknowledgements
This paper has been produced under the scientific project No. 2/0009/18 funded by the VEGA Grant Agency.
Author information
Authors and Affiliations
Corresponding author
Rights and permissions
About this article
Cite this article
Michálek, A., Madajová, M.S. Identifying regional poverty types in Slovakia. GeoJournal 84, 85–99 (2019). https://doi.org/10.1007/s10708-018-9852-9
Published:
Issue Date:
DOI: https://doi.org/10.1007/s10708-018-9852-9