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An Empirical Analysis of the Impact of Downward Income Shocks on the Widening of Intergenerational Economic Inequality through Educational Investment

Research Project

Project/Area Number 21K01512
Research Category

Grant-in-Aid for Scientific Research (C)

Allocation TypeMulti-year Fund
Section一般
Review Section Basic Section 07040:Economic policy-related
Research InstitutionMeijo University (2022-2024)
Nagoya Keizai University (2021)

Principal Investigator

SATO Sumie  名城大学, 法学部, 准教授 (70623388)

Co-Investigator(Kenkyū-buntansha) 野村 友和  大阪経済大学, 情報社会学部, 准教授 (30507207)
堀江 進也  尾道市立大学, 経済情報学部, 教授 (50633468)
Project Period (FY) 2021-04-01 – 2025-03-31
Project Status Completed (Fiscal Year 2024)
Budget Amount *help
¥3,900,000 (Direct Cost: ¥3,000,000、Indirect Cost: ¥900,000)
Fiscal Year 2023: ¥1,040,000 (Direct Cost: ¥800,000、Indirect Cost: ¥240,000)
Fiscal Year 2022: ¥390,000 (Direct Cost: ¥300,000、Indirect Cost: ¥90,000)
Fiscal Year 2021: ¥2,470,000 (Direct Cost: ¥1,900,000、Indirect Cost: ¥570,000)
Keywords外生的ショック / 教育投資 / 世代間格差 / 学歴達成 / 教育格差 / 所得階層 / 災害 / 集計問題 / 人的資本の蓄積 / 経済格差 / 所得の下方ショック
Outline of Research at the Start

近年増加傾向にある災害や今般のパンデミックは、個別世帯の所得への所得階層を下方へ移動するほどのショック(外生的ショック)を与えることがある。このショックの影響は、世代を超えて伝播する可能性があり、福祉政策・災害復興政策が取り組むべき重要課題の1つであると考えられる。本研究は、外生的ショックが、家計による教育投資の減少を通じて世代間の経済格差の再生産し、元の所得階層への復帰を困難にするメカニズムを明らかにする。

Outline of Final Research Achievements

This study empirically examines the impact of exogenous shocks on the attainment of a university degree by designing and conducting an original survey and applying econometric methods. The analysis reveals that when parents have a high school education, experiencing such shocks significantly reduces the likelihood of their children graduating from university. In contrast, for households where parents hold a university degree or higher, the same shocks do not have a statistically significant effect on graduation rates. This suggests that families with higher educational backgrounds may provide more stable support for education, thus mitigating the effects of external shocks. Additionally, in households where parents have less than a high school education, the results imply a generally lower aspiration for higher education.

Academic Significance and Societal Importance of the Research Achievements

本研究の学術的意義は、従来の教育投資や格差の研究が仮定してきた「家計の経済的環境は所与である」という前提を見直し、外生的ショックという予期せぬ変化が家計の教育投資行動に与える影響を実証的に示した点にある。
また、社会的意義としては、災害や家庭問題といった外部要因が、もともと不利な社会経済的地位にある家庭の教育投資をさらに抑制しうるという構造的問題を可視化した点にある。これは、教育格差の是正や災害被災世帯への支援政策を検討するうえで重要な実証的知見であり、将来的な貧困の再生産を抑止する観点からも有効な政策設計の基盤となる。

Report

(5 results)
  • 2024 Annual Research Report   Final Research Report ( PDF )
  • 2023 Research-status Report
  • 2022 Research-status Report
  • 2021 Research-status Report
  • Research Products

    (13 results)

All 2024 2023 2022 2021

All Journal Article (5 results) (of which Open Access: 3 results,  Peer Reviewed: 2 results) Presentation (8 results) (of which Int'l Joint Research: 1 results)

  • [Journal Article] Decline in values of degrees and recent evolution of wage inequality: Evidence from Chile2023

    • Author(s)
      Murakami Yoshimichi、Nomura Tomokazu
    • Journal Title

      Estudios de economia

      Volume: 50 Issue: 1 Pages: 55-132

    • DOI

      10.4067/s0718-52862023000100055

    • Related Report
      2023 Research-status Report
    • Open Access
  • [Journal Article] Policing, Labor Market, and Crime in Japan: Evidence from Prefectural Panel Data2023

    • Author(s)
      Nomura Tomokazu、Mori Daisuke、Takeda Yoshiki
    • Journal Title

      Asian Journal of Criminology

      Volume: 18 Issue: 3 Pages: 297-326

    • DOI

      10.1007/s11417-023-09403-z

    • Related Report
      2023 Research-status Report
    • Peer Reviewed
  • [Journal Article] What Drives People to Return to Fukushima?: An Assessment using Decision tree Approach2023

    • Author(s)
      Mohammad Sanaei, Shinya Horie, Keyvan Kashkulinejad and Shunsuke Managi
    • Journal Title

      Discussion Paper No.9, OCU-E Discussion Paper Series No.9, Graduate School of Economics, Management, and Information Science, Onomichi City University

      Volume: -

    • Related Report
      2022 Research-status Report
    • Open Access
  • [Journal Article] Uzawa, Solow and Aggregation2022

    • Author(s)
      Shinya Horie, Jun Iritani, and Masaya Yasuoka
    • Journal Title

      Discussion Paper No.8, OCU-E Discussion Paper Series, Graduate School of Economics, Management, and Information Science, Onomichi City University

      Volume: -

    • Related Report
      2022 Research-status Report
    • Open Access
  • [Journal Article] Dropping Out, Repeating a Grade, and the Social Return to University Education2022

    • Author(s)
      清水 一、野村 友和
    • Journal Title

      The Journal of Management and Policy in Higher Education

      Volume: 12 Issue: 0 Pages: 51-65

    • DOI

      10.51019/daikei.12.0_51

    • ISSN
      2185-9701, 2436-6196
    • Related Report
      2021 Research-status Report
    • Peer Reviewed
  • [Presentation] Sustained micro-level damages of 1995 Kobe Earthquake2024

    • Author(s)
      Shinya Horie
    • Organizer
      19th East Asian Economic Association International Conference
    • Related Report
      2024 Annual Research Report
    • Int'l Joint Research
  • [Presentation] Constructing a supply chain economy via aggregation2023

    • Author(s)
      堀江進也
    • Organizer
      数理経済学会 方法論分科会・大阪大学方法論研究会/近畿地区 夏季ジョイントセミナー
    • Related Report
      2023 Research-status Report
  • [Presentation] Uzawa, Solow and Aggregation2022

    • Author(s)
      入谷 純、土居 潤子、藤井 隆雄、堀江 進也、佐藤 純恵、安岡 匡也
    • Organizer
      日本経済学会2022年度春季大会
    • Related Report
      2022 Research-status Report
  • [Presentation] 異質資本をもつ二部門経済と集計経済2022

    • Author(s)
      堀江 進也、土居 潤子、藤井 隆雄、入谷 純、佐藤 純恵、安岡 匡也
    • Organizer
      日本経済学会2022年度秋季大会
    • Related Report
      2022 Research-status Report
  • [Presentation] Policing, Labor Market, and Crime in Japan: Evidence from Prefectural Paned Data2021

    • Author(s)
      Tomokazu Nomura
    • Organizer
      The 20th International Conference of the Japan Economic Policy Association
    • Related Report
      2021 Research-status Report
  • [Presentation] 集計経済の構築 -集計TFPと物価-2021

    • Author(s)
      安岡 匡也・土居 潤子・藤井 隆雄・堀江 進也・入谷 純・佐藤 純恵
    • Organizer
      日本経済学会2021年度春季大会
    • Related Report
      2021 Research-status Report
  • [Presentation] 経済の集計 -多数企業から複数産業そしてマクロ経済へ-2021

    • Author(s)
      安岡 匡也・土居 潤子・藤井 隆雄・堀江 進也・入谷 純・佐藤 純恵
    • Organizer
      日本経済学会2021年度秋季大会
    • Related Report
      2021 Research-status Report
  • [Presentation] サプライチェーン経済の構築2021

    • Author(s)
      堀江 進也・土居 潤子・藤井 隆雄・入谷 純・佐藤 純恵・安岡 匡也
    • Organizer
      日本経済学会2021年度秋季大会
    • Related Report
      2021 Research-status Report

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Published: 2021-04-28   Modified: 2026-01-16  

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