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High Dimensional Factor Analysis with Weak Factors

Jungjun Choi, Ming Yuan

arXiv 8 Feb 2024 · Econometrics · publishedJournal of Econometrics (2025) · 3 citations (OpenAlex)

arXiv:2402.05789 · PDF · DOI · OpenAlex · Extracted main text

Abstract

This paper studies the principal components (PC) estimator for high dimensional approximate factor models with weak factors in that the factor loading ($\boldsymbol{\Lambda}^0$) scales sublinearly in the number $N$ of cross-section units, i.e., $\boldsymbol{\Lambda}^{0\top} \boldsymbol{\Lambda}^0 / N^\alpha$ is positive definite in the limit for some $\alpha \in (0,1)$. While the consistency and asymptotic normality of these estimates are by now well known when the factors are strong, i.e., $\alpha=1$, the statistical properties for weak factors remain less explored. Here, we show that the PC estimator maintains consistency and asymptotical normality for any $\alpha\in(0,1)$, provided suitable conditions regarding the dependence structure in the noise are met. This complements earlier result by Onatski (2012) that the PC estimator is inconsistent when $\alpha=0$, and the more recent work by Bai and Ng (2023) who established the asymptotic normality of the PC estimator when $\alpha \in (1/2,1)$. Our proof strategy integrates the traditional eigendecomposition-based approach for factor models with leave-one-out analysis similar in spirit to those used in matrix completion and other settings. This combination allows us to deal with factors weaker than the former and at the same time relax the incoherence and independence assumptions often associated with the later.

Citation extraction

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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, J. and Ng, S (2023) Approximate factor models with weaker loadings0.95014686%
2Onatski, A (2012) Asymptotics of the principal components estimator of large factor models with weakly influential factors0.92843100%
3Bai, J (2003) Inferential theory for factor models of large dimensions0.8229356%
4Ma, C., Wang, K., Chi, Y., and Chen, Y (2020) Implicit regularization in nonconvex statistical estimation: Gradient descent converges linearly for phase retrieval, matrix com…0.5853333%
5Chen, J., Liu, D., and Li, X (2020) Nonconvex rectangular matrix completion via gradient descent without $l_2,$ regularization0.5237314%
6Chen, Y., Fan, J., Ma, C., and Yan, Y (2019) Inference and uncertainty quantification for noisy matrix completion0.5113233%
7Chen, Y., Chi, Y., Fan, J., Ma, C., and Yan, Y (2020) Noisy matrix completion: Understanding statistical guarantees for convex relaxation via nonconvex optimization0.5112250%
8Bai, J. and Ng, S (2002) Determining the number of factors in approximate factor models0.51121100%
9Bai, J., Ng, S., et al (2008) Large dimensional factor analysis0.51121100%
10Abbe, E., Fan, J., Wang, K., and Zhong, Y (2020) Entrywise eigenvector analysis of random matrices with low expected rank0.40511100%

Showing the top 10 of 23 scored citations.

Cited by, within the corpus

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1When can weak latent factors be statistically inferred?1.000155
2Large-dimensional Factor Analysis with Weighted PCA0.81142
3Universal Factor Models0.64422
4Bootstrap Inference in Nonlinear Panel Data Models with Interactive Fixed Effects0.64422
5Inference on Linear Regressions with Two-Way Unobserved Heterogeneity0.40511
6Inferential Theory for Pricing Errors with Latent Factors and Firm Characteristics0.00011