Replication package for "International Trade Finance and Learning Dynamics"

REPLICATION PACKAGE: "International Trade Finance and Learning Dynamics"
Authors: David Kohn, Emiliano Luttini, Michal Szkup, Shengxing Zhang.

The materials are split into two independent components that together reproduce every quantitative result in the paper.

1. code_paper_final/ (MATLAB). Reproduces Figures 3-11 and Tables 5 and 7, and generates a simulated firm-year panel (166,556 firms x 30 years) used as input by Package 2.

Entry point: KLSZ_master_file.m, which controls binary flags for each section. The folder contains the solver, transition, and SMM routines at the root, plus:
Experiments/ -- steady-state and shock drivers (foreign- and domestic-cost shocks
under five risk regimes, plus delta=1 and mu=1 counterfactuals)
Figures/ -- figure-generation scripts
Tables/ -- model_table_5.m, model_table_7.m
Output/Figures/ -- Figure_3 through Figure_11 panel PDFs
Output/Tables/ -- Table_5.xlsx, Table_7.xlsx, and six simulated panels
(counterparty_belief, demand_belief, oa_status, export_status, productivity, spell_status)

Requirements: MATLAB R2023b+ with Parallel Computing, Optimization, and Statistics and Machine Learning toolboxes. To run, set MATLAB's working directory to the package root and execute KLSZ_master_file. See README.md.

2. Data_Replication/ (Stata). Reproduces Tables 1-4 (Section 2), Tables 5-8 (Section 4), and Tables A1-A5 (Appendix).

Master script: src/do/00_main.do, which calls 01-03 (build yearly and daily customs panels and the F29 firm-year panel), 04 (ingests Package 1's CSVs and builds MergeSimData.dta), then 05-07 (estimate regressions and write LaTeX tables to out/<version>/{section_2,section_4,appendix}/).

Two modes via the data_type global:
"bc" -- real Chilean customs (DUS) and tax (F29) microdata from the Central Bank's
PYTRFN database (DSN: MSSQL_DPM_DS02_INNO). Authorized access only; reproduces the
paper's point estimates exactly.
"mock" -- synthetic panel with the same schema and filters. Fixed random seeds;
reproduces every script and table but not the published numbers.

Data access: the firm-level microdata cannot be redistributed under the agreement with the Central Bank of Chile.

Requirements: Stata, plus SSC packages reghdfe, estout, distinct, listtex, ftools,
timeit, require. The six simulation CSVs from Package 1 are shipped inside each
Data_Replication subfolder's dat/ so Package 2 runs without first executing Package 1.

Mapping:
Figures 3-11 -> Package 1
Tables 1-4 -> Package 2 (05_section_2.do)
Tables 5, 7 -> Package 1 (Tables/model_table_*.m)
Tables 6, 8 -> both: simulation from Package 1 -> regressions in Package 2
(06_section_4.do)
Tables A1-A5 -> Package 2 (07_appendix.do)

Each package ships a README and has been verified to run end-to-end from a clean install.