Provincial Trade, Financial Friction and Misallocation in China
Publication Date
3-2020
Document Type
Article
Abstract
We study the implications of financial-market imperfections on labor and capital misallocation in China. Financial friction stems from private sectors’ credit constraints that limit the efficient use of capital relative to state firms. Our model can jointly explain labor flows out of and capital flows into the Chinese provinces with high capital market distortion. To formally test this hypothesis, we propose a measure of regional financial friction based on our model. We show that the underlying financial friction can be inferred by differences-in-differences in the market shares of private and state sectors and their marginal rental rates of capital. Our regression results show that our measure of financial friction has robust explanatory power regarding interprovincial capital and labor flows. Our structural analysis shows that improving financial friction in China can lead to 3.9% welfare gain in China.
Publication Title
IZA: Institute of Labor Economics Discussion Paper Series
Publisher Policy
No SHERPA/RoMEO policy available
Open Access Status
Licensed
Recommended Citation
Kwon, O., Fleisher, B. M., McGuire, W. H., & Zhao, M. Q. (2020). Provincial Trade, Financial Friction and Misallocation in China. IZA: Institute of Labor Economics Discussion Paper Series, 63.