Replication files for Trade Disruptions and Reshoring

Replication files for Trade Disruptions and Reshoring.<br><br>Abstract: Firms are increasingly concerned about the resilience of their sales and sourcing decisions. Using administrative data, we show that a temporary disruption in trade due to state border closures in India led to a persistent trade collapse within the country – inter-state trade relative to intra-state remains five percent lower even six months after all restrictions were lifted. Reshoring explains this phenomenon as plants more dependent on inter-state sales (input-sourcing) shift from inter- to intra-state sales (input-sourcing). State borders rather than distance are salient in explaining the observed substitution. We propose a novel product-level measure that determines the extent of reshoring.

《贸易中断与业务回迁》（Trade Disruptions and Reshoring）的复现文件。

摘要：企业愈发关注其销售与投入品采购决策的韧性。本研究利用行政数据发现，印度因邦级边境封锁引发的临时性贸易中断，导致该国国内出现持续性贸易萎缩——即便所有限制措施解除六个月后，邦际贸易相较于邦内贸易仍低5%。业务回迁可解释这一现象：更依赖邦际销售（跨邦投入品采购）的工厂，会将业务从邦际销售（跨邦投入品采购）转向邦内销售（邦内投入品采购）。相较于地理距离，邦级边境是解释上述业务替代现象的关键显著因素。我们提出了一种可衡量业务回迁程度的全新产品层面指标。