Large Market Asymptotics for Differentiated Product Demand Estimators With Economic Models of Supply.

IO economists often estimate demand for differentiated products using data sets with a small number of large markets. This paper addresses the question of consistency and asymptotic distributions of instrumental variables estimates as the number of products increases in some commonly used models of...

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Publicado en:Econometrica Vol. 84; no. 5; pp. 1961 - 1981
Autor principal: Armstrong, Timothy B.
Formato: Artículo
Publicado: Wiley-Blackwell Sep2016
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Acceso en línea:Ver este registro en EBSCOhost
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      dt: Sep2016
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      pub: Wiley-Blackwell
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        118170949
        10.3982/ECTA10600
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        atl: Large Market Asymptotics for Differentiated Product Demand Estimators With Economic Models of Supply.
      aug:
        au: Armstrong, Timothy B.
        affil: Dept. of Economics, Cowles Foundation, Yale University
      su:
        Industrial organization (Economic theory)
        Supply & demand
        Economic models
        Nash equilibrium
        Monte Carlo method
      sug:
        subj:
          Industrial organization (Economic theory)
          Supply & demand
          Economic models
          Nash equilibrium
          Monte Carlo method
      keyword:
        BLP instruments
        Demand estimation
        weak instruments
        BLP instruments
        Demand estimation
        weak instruments
      ab: IO economists often estimate demand for differentiated products using data sets with a small number of large markets. This paper addresses the question of consistency and asymptotic distributions of instrumental variables estimates as the number of products increases in some commonly used models of demand under conditions on economic primitives. I show that, in a Bertrand-Nash equilibrium, product characteristics lose their identifying power as price instruments in the limit in certain cases, leading to inconsistent estimates. The reason is that product characteristic instruments achieve identification through correlation with markups, and, depending on the model of demand, the supply side can constrain markups to converge to a constant quickly relative to sampling error. I find that product characteristic instruments can yield consistent estimates in many of the cases I consider, but care must be taken in modeling demand and choosing instruments. A Monte Carlo study confirms that the asymptotic results are relevant in market sizes of practical importance.
      pubtype: Academic Journal
      doctype: Article
      src: R
    language: English
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