Publications

Chronological list (newest to oldest). Links open PDFs where available.

All papers

Working Paper Working paper
The Spatial Distribution of Markups
(coming soon) · with J. Becker, C. Edmond, and V. Midrigan
Strategic Avoidance and the Welfare Impacts of U.S. Solar Panel Tariffs
Nov 2025 · with T. Gerarden, B. Bollinger, and K. Gillingham
Who Pays for Tariffs Along the Supply Chain
Oct 2025 · with A. Flaaen, A. Hortaçsu, F. Tintelnot, and N. Urdaneta
Market Congestion and Information Frictions on Global E-Commerce Platforms
Aug 2025 · 2nd R&R at ReStat · with J. Bai, M. Chen, J. Liu, and X. Mu
Two-Sided Search in International Markets
May 2025 · 2nd R&R at Journal of Political Economy · with J. Eaton, D. Jinkins, and J. Tybout
The Geographic Leakages of Environmental Regulations: Evidence from the Clean Air Act
March 2025 · with M. Curtis, W. Miao, F. Soliman, and J.C. Suárez Serrato
Firm Selection and Growth in Carbon Offset Markets: Evidence from the Clean Development Mechanism in China
March 2025 · R&R at American Economic Review · with Q. Chen and N. Ryan
When Food Gets Political: How Does News Drive Green Food Offerings
March 2025 · R&R at Marketing Science · with B. Xu and T. Guo
2025 Journal articles
Regulating Conglomerates: Evidence from an Energy Conservation Program in China
American Economic Review (Feb 2025) · with Q. Chen, Z. Chen, Z. Liu, and J.C. Suárez Serrato
The Role of Industrial Policy in the Renewable Energy Sector
Environmental & Energy Policy and the Economy (2025) · with T. Gerarden and M. Reguant
2024 Journal article
O-Ring Production Networks
Journal of Political Economy (Jan 2024) · with B. Demir, A. Fieler, and K. Yang
2023 Journal articles
How Costly Are Markups
Journal of Political Economy (July 2023) · with C. Edmond and V. Midrigan
Tax Policy and Lumpy Investment: Evidence from China VAT Reform
Review of Economic Studies (Mar 2023) · with Z. Chen, X. Jiang, Z. Liu, and J.C. Suárez Serrato
A Structural Empirical Model of R&D Investment, Firm Heterogeneity, and Industry Evolution
Journal of Industrial Economics (June 2023) · with Y. Chen
2021 Journal + P&P
Notching R&D Investment with Corporate Income Tax Cuts in China
American Economic Review (July 2021) · with Z. Chen, Z. Liu, and J.C. Suárez Serrato
Industrial Energy Regulation: The Role of Business Conglomerates in China
American Economic Review, Papers & Proceedings (May 2021) · with Q. Chen, Z. Chen, Z. Liu, and J.C. Suárez Serrato
2020 Journal article
The Structure of Business Taxation in China
Tax Policy and the Economy (Oct 2020) · with Z. Chen, Y. He, Z. Liu, and J.C. Suárez Serrato
2019 Journal article
Understanding the Social Learning Effect in Contagious Switching Behavior
Management Science (July 2019) · with M. Hu and S. Yang
2018 Journal articles
The Role of Firm Factors in Demand, Cost, and Export Market Selection for Chinese Footwear Producers
Review of Economic Studies (Oct 2018) · with M. Roberts, X. Fan, and S. Zhang
Trade, Quality Upgrading, and Input Linkages: A Theory with Evidence from Colombia
American Economic Review (Jan 2018) · with A. Fieler and M. Eslava
2015 Journal + P&P
Competition, Markups, and the Gains from International Trade
American Economic Review (Oct 2015) · with C. Edmond and V. Midrigan
Indirect Input Linkages
American Economic Review, Papers & Proceedings (May 2015) · with M. Eslava and A. Fieler
2014 Journal article
Finance and Misallocation: Evidence from Plant-level Data
American Economic Review (Feb 2014) · with V. Midrigan
2013 Journal article + book chapter
Entry, Exit, and The Determinants of Market Structure
Rand Journal of Economics (Fall 2013) · with T. Dunne, S. Klimek, and M. Roberts
The Dynamics of Market Structure and Market Size in Two Health Service Industries
In Producer Dynamics (2007) · with T. Dunne, S. Klimek, and M. Roberts
2011 Journal articles
R&D Investment, Exporting, and Productivity Dynamics
American Economic Review (June 2011) · with B.Y. Aw and M. Roberts
Entrepreneurship and the Extensive Margin in Export Growth
World Bank Economic Review (July 2011) · with D. Lederman and A. Rodriguez-Clare
2008 Journal + P&P
R&D Investment, Export, and the Evolution of Firm Productivity
American Economic Review, Papers & Proceedings (May 2008) · with B.Y. Aw and M. Roberts
Macroeconomic Implications of Size-Dependent Policies
Review of Economic Dynamics (Oct 2008) · with N. Guner and G. Ventura
2006 Journal article
How Costly are Restrictions on Size
Japan and the World Economy (2006) · with N. Guner and G. Ventura