社会经济地位与老年人健康结构研究(英文版)(云南大学西南边疆少数民族研究中心文库·社会发展与社会治理系列)
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1.2.1 Distal Factor: Socioeconomic Status and Health

The increasing number of literatures shows clearly that socioeconomic status(SES)and health are strongly related, in both industrialized and developing countries, in both welfare states and liberal democracies. The issue of whether SES affects health or vice versa has been controversial. Warren JR.(2009). “Socioeconomic Status and Health across the Life Course: A Test of the Social Causation and Health Selection Hypotheses”. Social Forces, 87(4):2125-53. Two theories were extracted from these disputes: “social causation”and“health selection”. Elstad J I, & Krokstad S.(2003). “Social causation, health-selective mobility, and the reproduction of socioeconomic health inequalities over time: panel study of adult men”. Social Science and Medicine, 57(8): 1475-89. The social causation theory claims that health is related to socially determined structural factors such as SES. Dahl E.(1996). “Social mobility and health: cause or effect? ”British Medical Journal, 313(7055): 435-6. The health selection theory suggests that SES is affected by health, and that the healthy people move up the class hierarchy while the less healthy people move down. West P.(1991). “Rethinking the health selection explanation for health inequalities”. Social Science and Medicine, 32(4): 373-84. Given that the research population is composed of elderly adults, this study uses the social causation theory;that is, SES impacts an individual's health. A social gradient in health can be identified in both western countries, Adler NE, & Ostrove JM.(1999). “Socioeconomic status and health: what we know and what we don't”. Annals of the New York Academy of Sciences, 893: 3-15. Conover PW.(1973). “Social class and chronic illness”. International Journal of Health Services, 3(3): 357-68. Dalstra JA, Kunst AE, Borrell C, Breeze E, Cambois E, & Costa G, et al.(2005)“Socioeconomic differences in the prevalence of common chronic diseases: an overview of eight European countries”. International Journal of Epidemiology, 34(2): 316-26. Fors S, Lennartsson C, Lundberg O.(2008). “Health inequalities among older adults in Sweden 1991-2002”. European Journal of Public Health, 18(2): 138-43. Grossman M.(1976). “The correlation between health and schooling. in Household Production and Consumption(pp.147-211)”, In Terleckyj NE(Eds.). Washington DC: National Bureau of Economics Research. Mackenbach JP, Stirbu I, Roskam AJ, Schaap MM, Menvielle G, & Leinsalu M, et al.(2008). “Socioeconomic inequalities in health in 22 European countries”. The New England Journal of Medicine, 358(23): 2468-81. Marmot MG. Kogevinas M, & Elston MA.(1987). “Socioeconomic status and disease”. Annual Review of Public Health, 8: 111-35. Pratt L.(1971). “The relationship of socioeconomic status to health”. American Journal of Public Health, 61(2): 281-91. Schöllgen I, Huxhold O, & Tesch-Römer C.(2010). “Socioeconomic status and health in the second half of life: findings from the German Ageing Survey”. European Journal of Ageing, 7(1): 17-28. Von dem Knesebeck O, Lüschen G, Cockerham WC, &Siegrist J.(2003). “Socioe-conomic status and health among the aged in the United States and Germany: a comparative cross-sectional study”. Social Science and Medicine, 57(9): 1643-52. and eastern countries Fukuda Y, Nakamura K, &Takano T.(2004). “Wide range of socioeconomic factors associated with mortality among cities in Japan”. Health Promotion International, 19(2): 177-87. Fukuda Y, Nakamura K, & Takano T.(2005). “Municipal health expectancy in Japan: decreased healthy longevity of older people in socioeconomically disadvantaged areas”. BMJ Public Health, 5: 65-73. Herng CC, Ying HH, Lih WM.(2005). “Associations between socio-economic status measures and functional change among older people in Taiwan”. Ageing and Society,25(3): 377-95. Liang J, McCarthy JF, Jain A, Krause N, Bennett JM, &Gu S.(2000). “Socioe-conomic gradient in old age mortality in Wuhan, China”. Journals of Gerontology:Series B Psychological Sciences and Social Sciences, 55(4): S222-33. Wu ZH, & Rudkin L.(2000). “Social contact, socioeconomic status, and the health status of older Malaysians”. Gerontologist, 40(2): 228-34.:people with high SES are more likely to have better health as assessed by self-rated health(SRH),Demakakos P, Nazroo J, Breeze E, & Marmot M.(2008). “Socioeconomic status and health: the role of subjective social status”. Social Science and Medicine,67(2): 330-40. Grundy E, &Holt G.(2001). “The socioeconomic status of older adults: how should we measure it in studies of health inequalities? ”Journal of Epidemiology and Community Health,55(12): 895-904. Lowry D, & Xie Y.(2009). “Socioeconomic status and health differentials in China:convergence or divergence at older ages? ”Population Studies Center,09-690. Pirani E, & Salvini S.(2012). “Socioeconomic inequalities and self-rated health: a multilevel study of Italian elderly”. Population Research and Policy Review,31(1):97-117. Prus SG.(2011). “Comparing social determinants of self-rated health across the United States and Canada”. Social Science and Medicine,73(1): 50-9. Veenstra G.(2000). “Social capital, SES and health: an individual-level analysis”. Social Science and Medicine,50(5): 619-29. functional status,Beydoun MA, & Popkin BM.(2005). “The impact of socio-economic factors on functional status decline among community-dwelling older adults in China”. Social Science and Medicine,60(9): 2045-57. Chao J, Li Y, Xu H, Yu Q, Wang Y, & Liu P.(2013). “Health status and associated factors among the community-dwelling elderly in China”. Archives of Gerontology and Geriatrics,56(1): 199-204. Smith KV, & Goldman N.(2007). “Socioeconomic differences in health among older adults in Mexico”. Social Science and Medicine,65(7): 1372-85. or mortality,Bassuk SS, Berkman LF, &Amick BC.(2002). “Socioeconomic status and mortality among the elderly: findings from four US communities”. American Journal of Epidemiology,155(6): 520-533. Fukuda Y, Nakamura K, &Takano T.(2004). “Municipal socioeconomic status and mortality in Japan: sex and age differences, and trends in 1973-1998”. Social Science and Medicine,59(12): 2435-45. Hoffmann R.(2011). “Socioeconomic inequalities in old-age mortality: a comparison of Denmark and the USA”. Social Science and Medicine,72(12): 1986-92.Huisman M, Kunst AE, Andersen O, Bopp M, Borgan JK, & Borrell C, et al.(2004). “Socioeconomic inequalities in mortality among elderly people in 11 European populations”. Journal of Epidemiology and Community Health,58(6): 468-75. Liang J, Bennett J, Krause N, Kobayashi E, Kim H, & Brown JW, et al.(2002). “Old age mortality in Japan: does the socioeconomic gradient interact with gender and age? ”Journals of Gerontology:Series B Psychological Sciences and Social Sciences,57(5): S294-307. Mackenbach JP, Bos V, Andersen O, Cardano M, Costa G, Harding S, & Kunst AE et al.(2003). “Widening socioeconomic inequalities in mortality in six Western European countries”. International Journal of Epidemiology,32(5): 830-7. Marmot MG, & Shipley MJ.(1996). “Do socioeconomic differences in mortality persist after retirement? 25 Year follow up of civil servants from the first Whitehall study”. British Medical Journal,313(7066): 1177-80. Yong V, & Saito Y.(2012). “Are there education differentials in disability and mortality transitions and active life expectancy among Japanese older adults? Findings from a 10-year prospective cohort study”. Journals of Gerontology:Series B Psychological Sciences and Social Sciences,67(3): 343-53. and regardless of whether SES is measured by levels of income, years of education or occupational class.

In addition, SES has accumulative effects,Heraclides A, & Brunner E.(2010). “Social mobility and social accumulation across the life course in relation to adult overweight and obesity: the Whitehall II study”. Journal of Epidemiology and Community Health,64(80): 714-9. which means that socio-economic differences in health escalate with an increase in age.Fukuda Y, &Hiyoshi A.(2012). “Association of income with symptoms, morbidities and healthcare usage among Japanese adults”. Environmental Health and Preventive Medicine,17(4): 299-306. However, several studies identified that SES differences in health expand through late middle-age and decline thereafter.Beckett M.(2000). “Converging health inequalities in later life: an artifact of mortality selection”. Journal of Health and Social Behavior,41(1): 106-19. Deaton A, & Paxson C.(1998). “Aging and inequality in income and health”. The American Economic Review,88(2): 248-53. Kitagawa EM, & Hauser PM.(1973). “Differential mortality in the United States: a study in socioeconomic epidemiology”. Cambridge, MA: Harvard University Press. Declining health ine qualities in later life have been attributed to selective mortality, social sector services targeting older adults, and cohort effects.Herd P.(2006). “Do functional health inequalities decrease in old age? ”Research on Aging,28(3): 375-92. However, some studies did not draw a consistent conclusion. Lamper suggested that small socioeconomic differences in functional aspects of health up to the age of 90 years, were followed by significant differences in those aged 90 years and over in a research population aged 70 years and over.Lamper T.(2000). “Socioeconomic inequality and health in old age: age and genderspecific differences”(pp.159-85). In Backed GM, & Clemens W.(Eds.), Lebenslagenim Alter:Gesellschaftliche Bedingungen und Grenzen. Germany: Leske und Budrich. A Germany study has shown that socioeconomic differences were significant among those aged 70~79 and disappeared after 80 years of age.Schöllgen I, Huxhold O, & Tesch-Römer C.(2010). “Socioeconomic status and health in the second half of life: findings from the German Ageing Survey”. European Journal of Ageing,7(1): 17-28. Another Germany study revealed that only a slight age variation existed in the association between SES and health among individuals aged 60 and above.Von dem Knesebeck O, Lüschen G, Cockerham WC, &Siegrist J.(2003). “Socioe-conomic status and health among the aged in the United States and Germany: a comparative cross-sectional study”. Social Science and Medicine,57(9): 1643-52. In Japan, there is limited knowledge about how the effects of SES on mortality interact with age and gender. Liang and his colleagues pointed out that there is no significant educational difference of mortality among the 70~79 age group.Liang J, Bennett J, Krause N, Kobayashi E, Kim H, & Brown JW, et al.(2002). “Old age mortality in Japan: does the socioeconomic gradient interact with gender and age? ”Journals of Gerontology:Series B Psychological Sciences and Social Sciences,57(5): S294-307. In contrast, a Mexican study analyzed by Smith and Goldman using a nationally representative sample of older adults, indicated no significant age variation in the effects of education and wealth on SRH and physical functioning.Smith KV, & Goldman N.(2007). “Socioeconomic differences in health among older adults in Mexico”. Social Science and Medicine,65(7): 1372-85.

Gender differences also emerged in the relationship between SES and health. In Japan a cross-sectional study was carried out among 9650 participants aged between 47 and 77 to identify gender differences of the impacts of income on health.Wang N, Iwasaki M, Otani T, Hayashi R, Miyazaki H, & Xiao L, et al.(2005).“Perceived health as related to income, socio-economic status, lifestyle, and social support factors in a middle-aged Japanese”. Journal of Epidemiology,15(5): 155-62. Males with a low household income were more likely to report poor or fair health but not females. Another Japanese study, conducted by Liang et al. in 2002, found an opposite association to western countries with an educational crossover observed among elderly men.Liang J, Bennett J, Krause N, Kobayashi E, Kim H, & Brown JW, et al.(2002). “Old age mortality in Japan: does the socioeconomic gradient interact with gender and age? ”Journals of Gerontology:Series B Psychological Sciences and Social Sciences,57(5): S294-307. This association may be due to gender and SES differences in the causes of death, morbidity, and health behavior. Fukuda and his colleagues found that the relationship between mortality and SES(including income and education)was stronger in men than in women.Fukuda Y, Nakamura K, &Takano T.(2004). “Municipal socioeconomic status and mortality in Japan: sex and age differences, and trends in 1973-1998”. Social Science and Medicine,59(12): 2435-45. In line with this gender difference, Smith and Goldman also claimed an SES-related difference in health was smaller in older women than men.Smith KV, & Goldman N.(2007). “Socioeconomic differences in health among older adults in Mexico”. Social Science and Medicine,65(7): 1372-85. While Bassuk, Berkman and Amick recognized education, household income and occupational prestige were generally associated with lower mortality for men, this was true only for women regarding income among elderly residents in four US communities(East Boston, Massachusetts;New Haven, Connecticut; east-central Iowa; and the Piedmont region of North Carolina).Bassuk SS, Berkman LF, &Amick BC.(2002). “Socioeconomic status and mortality among the elderly: findings from four US communities”. American Journal of Epidemiology,155(6): 520-533. Prus and Gee believed that the relationship between income and health is only significant in older women aged≥65 years, based on data from the 1994 to 1995 National Population Health Survey in Canada.Prus SG, &Gee E.(2003). “Gender differences in the influence of economic, lifestyle, and psychosocial factors on later-life health”. Canadian Journal of Public Health,94(4): 306-9.

Compared with studies in western countries, the research on the relationship between SES and health is very limited in Asian countries, let alone among elderly people; furthermore, little is known about how the SES-health link differed by age and gender. Therefore, consistent results have not yet to be drawn.