Comercio Internacional Segundo Trimestre 201

Comercio Internacional Segundo Trimestre 201

UNIVERSIDAD DE SAN ANDRES
Departamento de Economía
Maestría en Economía
Materia: Comercio Internacional
Segundo Trimestre 2015
Profesor: Juan Carlos Hallak
[email protected]
Clases: Viernes 9hs-12hs
Requerimientos del curso
Exámen final: 60% (mínima calificación de 35/100)
Referee reports: 30%
Participación en clase: 10%
Materiales de lectura
El material de lectura del curso se compone de la lista de trabajos que se detalla a
continuación. También se recomienda como fuente de lectura el siguiente libro de texto:
Feenstra, R., Advanced International Trade: Theory and Evidence, (Princeton and Oxford:
Princeton University Press), 2004.
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I.
MODELOS DE VENTAJA COMPARATIVA
1. El modelo Ricardiano
Dornbusch, R., S. Fisher, and P. Samuelson (1977), “Comparative Advantage, Trade, and
Payments in a Ricardian Model with a Continuum of Goods,” American Economic
Review, 67: 823-839.
Eaton, J. and S. Kortum (2002), “Technology, Geography, and Trade,” Econometrica, 70:
1741-1779.
Costinot, A. Donaldson, D., and I. Komunjer (2012), “What Goods Do Countries Trade? A
Quantitative Exploration of Ricardo’s Ideas,” Review of Economic Studies, 79(2): 581608.
Recomendados:
Fieler, A.C. (2011), “Non-Homotheticity and Bilateral Trade: Evidence and a Quantitative
Explanation,” Econometrica, 79(4), 1069-1101..
2. El modelo de Heckscher-Ohlin
Deardorff, A. (1982), “The General Validity of the Heckscher-Ohlin Theorem,” American
Economic Review, 72: 683-694.
Deardorff, A. (1979), “Weak Links in the Chain of Comparative Advantage,” Journal of
International Economics, 9: 197-209.
Debaere, P., (2003), “Relative Factor Abundance and Trade,” Journal of Political
Economy, 111: 589-609.
Romalis, J. (2004), “Factor Proportions and the Structure of Commodity Trade,”,American
Economic Review, 94: 67-97.
3. Ventaja comparativa
Costinot, A. and J. Vogel (2015), “Beyond Ricardo: Assignment Models in International
Trade,” Forthcoming Annual Review of Economics.
Deardorff, A. (2004), “Local Comparative Advantage: Trade Costs and the Pattern of
Trade,” mimeo.
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Recomendados:
Deardorff, A. (1980), “The General Validity of the Law of Comparative Advantage,”
Journal of Political Economy, 88: 941-957.
Costinot, A. (2009), “An Elementary Theory of Comparative Advantage,” Econometrica,
77: 1165-1192.
Hanson, G., N. Lind and M. Muendler (2014), “The Dynamics of Comparative
Advantage,” mimeo.
4. Comercio y salarios I
Gasparini, L. and G. Cruces (2008), “A Distribution in Motion: The Case of Argentina”,
mimeo.
Verhoogen, E. (2008), “Trade, Quality Upgrading, and Wage Inequality in the Mexican
Manufacturing Sector,” Quarterly Journal of Economics, 123(2): 489-530.
Bustos, P. (2011), “The Impact of Trade Liberalization on Skill Upgrading: Evidence from
Argentina,” mimeo.
Recomendados:
Feenstra, R. and G. Hanson (1999), “The Impact of Outsourcing and High-Technology
Capital on Wages: Estimates for the United States, 1979-1990,” Quarterly Journal of
Economics, 114: 907-940.
Galiani, S. and G. Porto (2010), “Trends in Tariff Reforms and Trends in the Structure of
Wages,” The Review of Economics and Statistics, 92: 482-494.
5. Calidad de producto
Schott, P. (2004), “Across-Product versus Within-Product Specialization in International
Trade,” Quarterly Journal of Economics, 119: 647-678.
Hallak, J. and P. Schott (2011), “Estimating Cross-Country Differences in Product
Quality”, Quarterly Journal of Economics, 126, 417-474.
Hallak, J. (2006), “Product Quality and the Direction of Trade,” Journal of International
Economics, 68: 238-265.
Fajgelbaum, P., G. Grossman, and E. Helpman (2011), “Income Distribution, Product
Quality, and International Trade, Journal of Political Economy, 119(4): 721-765.
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II.
DETERMINANTES DE COMERCIO A NIVEL DE LA FIRMA
6. Determinantes del comportamiento exportador de la firma
Melitz, M. (2003), “The Impact of Trade on Intra-industry Reallocations and Aggregate
Industry Productivity,” Econometrica, 71: 1695-1725.
Bernard, A., S. Redding, and P. Schott (2007), “Comparative Advantage and
Heterogeneous Firms,” Review of Economics Studies, 74: 31-66.
Bernard, A., S. Redding, and P. Schott (2011), “Multi-Product Firms and Trade
Liberalization,” Quarterly Journal of Economics, 126(3): 1271-1318.
Arkolakis, C. (2010), “Market Penetration Costs and the New Consumers Margin in
International Trade, Journal of Political Economy, 118(6): 1151-1199.
Kugler, M. and E. Verhoogen (2011), “Prices, Plant Size, and Product Quality,” Review of
Economic Studies, 79(1): 307-339.
Hallak, J. and J. Sivadasan (2013), “Product and Process Productivity: Implications for
Quality Choice and Conditional Exporter Premia, Journal of International Economics,
91(1): 53-67.
Manova, K. (2013), “Credit Constraints, Heterogeneous Firms, and International Trade,”
Review of Economic Studies, 80: 711-744.
Mion, G. and L. Opromolla (2014), “Managers’ Mobility, Trade Performance and Wages,”
Journal of International Economics, 94: 85-101.
Dhingra, S. and J. Morrow, (2014), “Monopolistic Competition and Optimum Product
Diversity Under Firm Heterogeneity,” LSE mimeo.
Recomendados:
Krugman, P. (1980), “Scale Economies, Product Differentiation, and the Pattern of Trade,”
American Economic Review, 70: 950-959.
Krugman, P. (1991), “Increasing Returns and Economic Geography,” Journal of Political
Economy, 99: 483-499.
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7. Dinámica exportadora
Arkolakis, C. (2015), “A Unified Theory of Firms Selection and Growth,” mimeo.
Albornoz, F., H. Calvo Pardo, G. Corcos, and E. Ornelas (2012), “Sequential Exporting,”
Journal of International Economics, 88(1): 17-31.
Morales, E., G. Sheu and A. Zahler (2015), “Extended Gravity,” mimeo.
Fanelli, S. and J. Hallak (2015), “Export Survival with Uncertainty and Experimentation,”
mimeo.
Artopoulos, A., D. Friel, and J. Hallak (2013), “Export Emergence of Differentiated Goods
from Developing Countries: Export Pioneers and Business Practices in Argentina,”
Journal of Development Economics, 105: 19-35.
8. ¿Exportar incrementa la productividad?
Bernard, A. and J. B. Jensen (1999), “Exceptional Exporter Performance: Cause, Effect or
Both?” Journal of International Economics, 47: 1-25.
De Loecker, J. (2007), “Do Exports Generate Higher Productivity? Evidence from
Eslovenia, Journal of International Economics, 73: 69-98.
9. Firmas multinacionales y sourcing internacional
Helpman, E. (1984), “A Simple Theory of International Trade with Multinational
Corporations,” Journal of Political Economy, 92: 451-471.
Helpman, E., M. Melitz, and S. Yeaple (2004), “Export Versus FDI with Heterogeneous
Firms,” American Economic Review, 94, 300-316.
Antras, P. and E. Helpman (2004), “Global Sourcing,” Journal of Political Economy, 112,
552-580.
Ramondo, N. and Andrés Rodríguez-Clare, A. (2013), “Trade, Multinational Production,
and the Gains from Openness, Journal of Political Economy,121(2).
Smarzynska, B. (2004), “Does Foreign Direct Investment Increase the Productivity of
Domestic Firms? In Search of Spillovers through Backward Linkages,” American
Economic Review, 94, 605-627.
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III.
POLITICA COMERCIAL
10. Efectos en los términos de intercambio
Krishna, P. and A. Panagariya (2000), “A Unification of Second Best Results in
International Trade,” Journal of International Economics, 52: 235-257.
Broda, C., N. Limao, and D. Weinstein (2008), “Optimal Tariffs and Market Power: The
Evidence,” American Economic Review, 98(5): 2032-2065.
Ossa, R. (2011), “A “New Trade” Theory of GATT/WTO Negotiations.” Journal of
Political Economy, 119, 122-152.
11. Efectos en el grado de competencia
Arkolakis, C., Costinot, A., Donaldson, D., and A. Rodriguez-Clare (2012), “The Elusive
Pro-Competitive Effects of Trade,” mimeo
De Loecker, J., P. Goldberg, A. Khandelwal, and N. Pavcnik (2012), “Prices, Markups, and
Trade Reform, mimeo.
13. Efectos en la productividad
Pavcnik, N. (2002), “Trade Liberalization, Exit, and Productivity Improvements: Evidence
from Chilean Plants,” Review of Economic Studies, 69: 245-276.
Bustos, P. (2011), “Trade Liberalization, Exports, and Technology Upgrading: Evidence on
the Impact of MERCOSUR on Argentinian Firms,” American Economic Review,
101(1): 304-340.
Goldberg, P., A. Khandelwal, N. Pavcnik, and P. Topalova (2010), Imported Intermediate
Inputs and Domestic Product Growth: Evidence from India, Quarterly Journal of
Economics, 125(4): 1727-1767.
Bas, M. and V. Strauss-Kahn (2015), “Input-trade liberalization, Export Prices and Quality
Upgrading,” Journal of International Economics, 95: 250-262.
14. Efectos en los salarios II
Sampson, T. (2014), “Selection into Trade and Wage Inequality,” AEJ: Microeconomics, 6:
157-202.
Helpman, E., O. Itshoki, M. Muendler and S. Redding (2015), “Trade and Inequality: From
Theory to Estimation,” mimeo.
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Brambilla, I., D. Lederman, and G. Porto (2012), “Exports, Export Destinations, and
Skills,” American Economic Review, 102(7): 3406-3438.
15. Política comercial como política de desarrollo
Sauré, P. (2007), “Revisiting the Infant Industry Argument,” Journal of Development
Economics, 84(1): 104-117.
Harrison, A. and A. Rodriguez-Clare (2009), “Trade, Foreign Investment, and Industrial
Policy for Developing Countries,” Forthcoming en Rodrik and Rozensweig (ed.),
Handbook of Economic Development.