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    Waking up from the middle-income country dream: COVID-19 and the human development crisis in Peru
    (2020-10-29)
    Resumen: Este artculo analiza la crisis de desarrollo humano ocasionada en el Per por la Covid-19 y muestra cmo el caso peruano ilustra de forma clara el desencuentro entre crecimiento econmico y bienestar humano. Tomando como referencia las ideas de Amartya Sen, el artculo plantea una serie de preguntas de investigacin que la literatura de las ciencias sociales en el Per ha de enfrentar en el futuro cercano. Este conjunto preguntas de investigacin llevan al enfoque de desarrollo humano y capacidades a extender sus propias fronteras para profundizar en el estudio del poder y su vinculacin con la capacidad del razonamiento pblico para albergar preocupaciones relacionadas a la erradicacin de privaciones en dimensiones bsicas del bienestar de las personas.
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    Implementing a Group-Specific Multidimensional Poverty Measure: The Case of Persons with Disabilities in Peru
    (Routledge, 2020-10-01)
    We contribute to the literature on multidimensional poverty and people with disabilities by developing a group-specific, comprehensive, and policy-relevant measure of multidimensional poverty adapted to exploring deprivations within the group of persons with disabilities in Peru. Based on the Alkire-Foster method, we calculated multidimensional poverty estimates using data from the first Specialised National Survey on Disability in Peru collected in 2012. Our measure included eight dimensions, four of which were operationalised using disability-specific indicators, of which, in turn, three involved deprivation criteria specific to different categories of disability. Our results showed that 41.1% of the population with disabilities in Peru suffer deprivations in at least three out of the eight dimensions, whereas rural populations, women, indigenous peoples, persons with severe disabilities, and persons with communication disabilities face the highest levels of poverty. Additionally, we identified rural indigenous women as the poorest subgroup within the overall group of persons with disabilities in Peru with a poverty incidence of 88.1%. Our results suggested that eradicating multidimensional poverty among persons with disabilities in Peru will involve implementing reasonable accommodations to existing policies and creating new disability-specific policies focused on the poorest subgroups within this population.
    Scopus© Citations 15
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    Does multidimensional poverty affect depression? Evidence from Peru
    (SAGE Publishing, 2021-11-13)
    The number of people in low- and middle-income countries who suffer from depression is increasing, and a significant proportion of people in these countries live in poverty. We estimated the effect of living in multidimensional poverty on experiencing symptoms associated with major depression using the 2018 Peruvian Demographic and Health Survey. We used an instrumental variables approach to overcome the potential endogeneity bias caused by the simultaneous relationship between multidimensional poverty and depression. We found that living in multidimensional poverty significantly increases depression symptom severity. This has urgent policy implications for low- and middle-income countries with limited provision of mental health services.
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    Developing a comprehensive multidimensional wellbeing index based on what people value: An application to a middle-income country
    (Springer Science and Business Media B.V., 2022-12-01)
    We introduce a comprehensive policy-relevant measure of multidimensional wellbeing conceptually rooted in Amartya Sen’s capability approach and applied to a middle-income country: the Multidimensional Wellbeing Index for Peru (MWI-P). We design and collect a specialized survey in Peru in late 2018, which included data on wellbeing achievements across 12 dimensions, on the value that respondents place upon each of these dimensions, and on self-perceived freedom. Then, we utilize this information to set the weighting structure and select a wellbeing sufficiency threshold for the MWI-P, which we estimate using the capability-inspired Alkire–Foster method. Our results show that only 45.9% of the sample population live above the wellbeing threshold, which involves achieving sufficiency in at least seven out of the 12 weighted dimensions of the MWI-P. Subgroup analyses reveal that rural populations, women, and older adults are at a disadvantage compared with urban populations, men, and younger adults, respectively. These subgroups’ disparities hold valid if we introduce changes in the weighting structure or in the wellbeing sufficiency threshold. We argue that the MWI-P can inspire other low- and middle-income countries to reorient post-pandemic recovery policies from a focus on economic growth to a human flourishing approach based on what people value.
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    Evaluating urban multidimensional inequalities in Peru from the capability approach
    (Springer Science and Business Media Deutschland GmbH, 2024-01-01)
    In this chapter, we evaluate multidimensional well-being disparities in urban areas in Peru, a middle-income country in one of the most unequal regions in the world: Latin America and the Caribbean. We rely on data from a specialized survey collected in this country in late 2018, which includes information on a broad set of non-monetary dimensions of human well-being. We use this data to specify, calibrate, and calculate an urban-specific measure of multidimensional well-being conceptually based on Amartya Sen’s capability approach. This measure comprises a set of 12 dimensions we operationalize using 30 indicators of well-being achievement. Our main results reveal that the proportion of women in a situation of well-being sufficiency is lower than that of men and that the capital city of Lima shows higher values of well-being sufficiency than other urban regions in the Coast, the Highlands, and the Amazonia. This pattern of disparity holds valid even if we introduce changes to the multidimensional well-being sufficiency threshold, which corresponds to the minimum number of achievements that a person should accomplish to live with an adequate level of well-being.
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    Exploring the Association Between Multidimensional Poverty and Depression Using Structural Equation Models
    (Springer Science+Business Media, 2023-12-15)
    Using data from the 2022 Peruvian Demographic and Health Survey, we estimated structural equation models to explore the association between two unobservable latent variables: multidimensional poverty and major depressive disorder. We estimated the former using the ten indicators of non-income deprivation included in the global Multidimensional Poverty Index, whereas we used the items of the Patient Health Questionnaire-9 to estimate the onset of major depression. We found that living in multidimensional poverty was positively and significantly associated with experiencing symptoms of major depression. This result held valid after controlling for other variables such as gender, ethnicity, and area of residence. Our study contributes to the relatively scarce yet growing literature that uses structural equation modeling to explore the association between multidimensional poverty and variables related to mental health in low- and middle-income countries. Overall, our findings provide relevant insights for policymakers in Peru and other similar low- and middle-income countries that could be useful in developing interventions to enhance the mental health of people living in multidimensional poverty.
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    Designing and implementing an older people-specific multidimensional poverty measure: An application to a middle-income country
    (Elsevier BV, 2025-06-01)
    We contribute to the literature on poverty measurement in older age in low- and middle-income countries by designing and implementing a comprehensive and policy-relevant older people-specific multidimensional poverty index based on the Alkire-Foster method, estimated using data from four waves of Peru's national household survey (2018, 2019, 2022, and 2023). Our measure includes 15 indicators spanning seven dimensions: social connectedness, knowledge, health, employment and social protection, shelter, water and sanitation, and energy. We set a referential threshold that identifies an older individual as multidimensionally poor if they experience deprivations in at least three out of seven dimensions of our measure. Our results show that multidimensional poverty incidence among older people in Peru has decreased by 8.6% between 2018 and 2023 but remains high at 35%. Older women, older people living in rural areas, older indigenous people and older people with disability are multidimensionally poorer than their counterparts, with deprivations contributing the most to multidimensional poverty varying across subgroups and subnational regions. Our findings can guide policymakers in prioritising resource allocation by identifying key deprivations to reduce multidimensional poverty among older adults. We estimate that 23% of the older population experience multidimensional but not monetary poverty, highlighting the complementarity of these approaches. Additionally, we find 12% of older people living in multidimensional and monetary poverty simultaneously, rising to 30% in rural areas. Our study bridges the most up-to-date conceptual and empirical literature on multidimensional poverty with the literature on poverty measurement in older age in low- and middle-income countries.
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    Aging across unequal landscapes in Perú: demographic transition, diverging paths, and policy challenges
    (Oxford University Press, 2026-05-01)
    Perú, a middle-income country in South America with a population of approximately 34 million, is experiencing a demographic shift toward an aging population. Whereas the working-age population remains large, the proportion of adults aged 65 and older has been steadily increasing, with a rising old-age dependency ratio that is projected to continue in the coming decades. Aging in Perú occurs within highly unequal social and geographic contexts, exposing older adults to disparities in income, health care, and long-term care access. Despite recent growth in gerontological research, significant gaps persist, particularly in the study of social determinants of health such as caregiving, social protections, and access to health care and infrastructure. We provide an overview of demographic aging in Perú, review the emerging landscape of aging research, highlight key scholars and institutions, summarize available data sets, and identify pressing policy and social challenges affecting older adults in Perú. Addressing these issues is essential for promoting equitable, healthy, and dignified aging in a country facing a rapid demographic transformation.
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