TABLE A4.
Supply, demand and third‐country shocks and bilateral export growth, the role of sector characteristics, OLS regression results, one month lag on durable goods
| Framework | Variables | (1) | (2) | (3) | (4) |
|---|---|---|---|---|---|
| growthijkt | growthijkt | growthijkt | growthijkt | ||
| Exporter supply shock*sector characteristic | work mobilityit *remoteik | 0.805 | 1.065 ** | ||
| (0.495) | (0.520) | ||||
| work mobilityi *gvcil | 2.955 *** | 3.135 *** | |||
| (0.774) | (0.779) | ||||
| Partner demand shock*sector characteristic | retail mobilityjt−1 *durablek | −0.408 *** | −0.404 *** | ||
| (0.090) | (0.091) | ||||
| retail mobilityjt *gvc partnerjl | −0.268 *** | −0.291 *** | |||
| (0.101) | (0.101) | ||||
| Third country supply shock | competition shockijkt | −0.063 | 0.038 | ||
| (0.256) | (0.270) | ||||
| upstream shockilt | 1.899 * | 2.389 ** | |||
| (0.996) | (1.003) | ||||
| global outputmt | 0.831 *** | 0.857 *** | 0.772 *** | 0.750 *** | |
| (0.154) | (0.164) | (0.164) | (0.172) | ||
| Constant | 0.961*** | 0.531*** | 0.793*** | 1.246*** | |
| (0.089) | (0.024) | (0.113) | (0.163) | ||
| Observations | 361,359 | 361,359 | 361,359 | 361,359 | |
| R‐squared | .469 | .469 | .469 | .469 | |
| Exporter‐time FE | Yes | Yes | Yes | Yes | |
| Importer‐time FE | Yes | Yes | Yes | Yes | |
| Exporter‐partner‐sector FE | Yes | Yes | Yes | Yes | |
| Sector‐time FE | Yes | Yes | Yes | Yes | |
| Cluster | Exporter‐partner | Exporter‐partner | Exporter‐partner | Exporter‐partner |
Robust standard errors in parentheses. Sector‐time fixed effects control for unobserved effects affecting aggregated sectors over time (see Footnote 10). The variable global outputmt additionally controls for global sector‐time trends.
***
p < .01.
**
p < .05.
*
p < .1.