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Robust Nearly-Efficient Estimation of Large Panels with Factor Structures

Marco Avarucci, Paolo Zaffaroni

arXiv 28 Feb 2019 · Econometrics · 1 citations (OpenAlex)

arXiv:1902.11181 · PDF · DOI · OpenAlex · Extracted main text

Abstract

This paper studies estimation of linear panel regression models with heterogeneous coefficients, when both the regressors and the residual contain a possibly common, latent, factor structure. Our theory is (nearly) efficient, because based on the GLS principle, and also robust to the specification of such factor structure because it does not require any information on the number of factors nor estimation of the factor structure itself. We first show how the unfeasible GLS estimator not only affords an efficiency improvement but, more importantly, provides a bias-adjusted estimator with the conventional limiting distribution, for situations where the OLS is affected by a first-order bias. The technical challenge resolved in the paper is to show how these properties are preserved for a class of feasible GLS estimators in a double-asymptotics setting. Our theory is illustrated by means of Monte Carlo exercises and, then, with an empirical application using individual asset returns and firms' characteristics data.

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appendix boundary found by appendix_titled_section at “Proof of the lemmas in Appendix \ref{centralemmas}” · 51% of the source is main text. Read the extracted text to check this.

Most heavily cited references

The works this paper leans on most, across its whole bibliography — not restricted to papers in our corpus. Ranked by composite intensity, which combines how often a work is mentioned, how many sections mention it, and how much of that falls in the main text rather than the appendix.

ReferenceIntensityMentionsSectionsMain text
1Bai (2009) `Panel data models with interactive fixed effects', Econometrica 77, 1229–12791.000134100%
2Pesaran (2006) `Estimation and inference in large heterogeneous panels with a multifactor error structure', Econometrica 74, 967–10121.000104100%
3Moon \ Weidner (2017) `Dynamic linear panel regression models with interactive fixed effects', Econometric Theory 33, 158–1951.00094100%
4Moon \ Weidner (2015) `Linear regression for panel with unknown number of factors as interactive fixed effects', Econometrica 83, 1543–15791.00053100%
5Robinson \ Hidalgo (1997) `Time series regression with long-range dependence', Annals of Statistics 25, 77–1040.89911573%
6Andrews (2005) `Cross-section regression with common shocks', Econometrica 73, 1551–15850.87452100%
7Brockwell \ Davis (1991) Time Series: Theory and Methods: Theory and Methods, Springer Series in Statistics, Springer New York0.81142100%
8Magnus \ Neudecker (1988) Matrix Differential Calculus with Applications in Statistics and Econometrics, Probability & Mathematical Statistics, London: Jo…0.81142100%
9Lütkepohl (1996) Handbook of Matrices, Chichester: John Wiley & Sons Ltd0.73710740%
10Pesaran \ Tosetti (2011) `Large panels with common factors and spatial correlations', Journal of Econometrics 161, 182–2020.73732100%

Showing the top 10 of 56 scored citations.