How firms export: processing vs. ordinary trade with financial frictions

The fragmentation of production across borders allows firms to make and export final goods, or to perform only intermediate stages of production by processing imported inputs for re-exporting. We examine how financial frictions affect companies' choice between processing and ordinary trade – im...

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Main Authors: Manova, Kalina, Yu, Zhihong
Format: Article
Published: Elsevier 2016
Subjects:
Online Access:https://eprints.nottingham.ac.uk/34409/
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author Manova, Kalina
Yu, Zhihong
author_facet Manova, Kalina
Yu, Zhihong
author_sort Manova, Kalina
building Nottingham Research Data Repository
collection Online Access
description The fragmentation of production across borders allows firms to make and export final goods, or to perform only intermediate stages of production by processing imported inputs for re-exporting. We examine how financial frictions affect companies' choice between processing and ordinary trade – implicitly a choice of production technology and position in global supply chains – and how this decision affects performance. We exploit matched customs and balance sheet data from China, where exports are classified as ordinary trade, import-and-assembly processing trade (processing firm sources and pays for imported inputs), and pure assembly processing trade (processing firm receives foreign inputs for free). Value added, profits, and profitability rise from pure assembly to processing with imports to ordinary trade. However, more profitable trade regimes require more working capital because they entail higher up-front costs. As a result, credit constraints induce firms to conduct more processing trade and pure assembly in particular and preclude them from pursuing higher value-added, more profitable activities. Financial market imperfections thus impact the organization of production across firms and countries and inform optimal trade and development policy in the presence of global production networks.
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spelling nottingham-344092020-05-04T20:02:45Z https://eprints.nottingham.ac.uk/34409/ How firms export: processing vs. ordinary trade with financial frictions Manova, Kalina Yu, Zhihong The fragmentation of production across borders allows firms to make and export final goods, or to perform only intermediate stages of production by processing imported inputs for re-exporting. We examine how financial frictions affect companies' choice between processing and ordinary trade – implicitly a choice of production technology and position in global supply chains – and how this decision affects performance. We exploit matched customs and balance sheet data from China, where exports are classified as ordinary trade, import-and-assembly processing trade (processing firm sources and pays for imported inputs), and pure assembly processing trade (processing firm receives foreign inputs for free). Value added, profits, and profitability rise from pure assembly to processing with imports to ordinary trade. However, more profitable trade regimes require more working capital because they entail higher up-front costs. As a result, credit constraints induce firms to conduct more processing trade and pure assembly in particular and preclude them from pursuing higher value-added, more profitable activities. Financial market imperfections thus impact the organization of production across firms and countries and inform optimal trade and development policy in the presence of global production networks. Elsevier 2016-05 Article PeerReviewed Manova, Kalina and Yu, Zhihong (2016) How firms export: processing vs. ordinary trade with financial frictions. Journal of International Economics, 100 . pp. 120-137. ISSN 0022-1996 China Trade Regime Processing Trade Global Value Chain Credit Constraints Heterogeneous Firms http://www.sciencedirect.com/science/article/pii/S0022199616300198 doi:10.1016/j.jinteco.2016.02.005 doi:10.1016/j.jinteco.2016.02.005
spellingShingle China
Trade Regime
Processing Trade
Global Value Chain
Credit Constraints
Heterogeneous Firms
Manova, Kalina
Yu, Zhihong
How firms export: processing vs. ordinary trade with financial frictions
title How firms export: processing vs. ordinary trade with financial frictions
title_full How firms export: processing vs. ordinary trade with financial frictions
title_fullStr How firms export: processing vs. ordinary trade with financial frictions
title_full_unstemmed How firms export: processing vs. ordinary trade with financial frictions
title_short How firms export: processing vs. ordinary trade with financial frictions
title_sort how firms export: processing vs. ordinary trade with financial frictions
topic China
Trade Regime
Processing Trade
Global Value Chain
Credit Constraints
Heterogeneous Firms
url https://eprints.nottingham.ac.uk/34409/
https://eprints.nottingham.ac.uk/34409/
https://eprints.nottingham.ac.uk/34409/