Three Empirical Essays on Trade and Development in India by Petia Topalova B.A., Brandeis University (1999) Submitted to the Department of Economics in partial fulfillment of the requirements for the degree of Doctor of Philosophy at the MASSACHUSETTS INSTITUTE OF TECHNOLOGY MASSACHUSETTS INSTITUTE OF TECHNOLOGY June 2005 JUN 6 2005 LIBRARIES () Petia Topalova. All rights reserved. The author hereby grants to Massachusetts Institute of Technologypermission to reproduce and to distribute copies of this thesis document in whole or in part. ..... Signature ofAutho . ../ ..... .....:.. ................................ ..... Department of Economics Signature of Author .............- ,ma~~~ * Certified by:..--.. .......b,_,. ~15 May 2005 ...................................... Certified by ....... Esther Duflo Professor of Economics Thesis Supervisor Certified by............... byx...f Certified .. j.t................................................ Abhijit Banerjee /7 Accepted by. Ford Foundation International Professor of Economics Thesis Supervisor : Peter Temin Elisha Gray II Professor of Economics Chairman, Departmental Committee on Graduate Studies 'ARCHIVES Three Empirical Essays on Trade and Development in India by Petia Topalova Submitted to the Department of Economics on 15 May 2005, in partial fulfillment of the requirements for the degree of Doctor of Philosophy Abstract This thesis is a collection of three empirical essays on economic development and trade in India. Chapter 1 uses the sharp trade liberalization in India in the early 1990s, spurred to a large extent by external factors, to measure the causal impact of trade liberalization on poverty and inequality in districts in India. Variation in pre-liberalization industrial composition across districts in India and the variation in the degree of liberalization across industries allow for a difference-in-difference approach, establishing whether certain areas benefited more from, or bore a disproportionate share of the burden of liberalization. In rural districts where industries more exposed to liberalization were concentrated, poverty incidence and depth decreased by less as a result of trade liberalization, a setback of about 15 percent of India's progress in poverty reduction over the 1990s. The findings are related to the extremely limited mobility of factors across regions and industries in India. Indeed, in Indian states where inflexible labor laws impeded factor reallocation, the adverse impact of liberalization on poverty was more pronounced. The findings, consistent with a specific factors model of trade, suggest that to minimize the social costs of inequality, additional policies may be needed to redistribute some of the gains of liberalization from winners to those who do not benefit as much. Creating a flexible institutional environment will likely minimize the need for additional interventions. Using a panel of firm-level data, Chapter 2 examines the effects of India's trade reforms on firm productivity in the manufacturing sector, focusing on the interaction between this policy shock and firm and environment characteristics. The rapid and comprehensive tariff reductions-part of an IMF-supported adjustment program with India in 1991-allow us to establish a causal link between variations in inter-industry and inter-temporal tariffs and consistently estimated firm productivity. Specifically, I find that reductions in trade protectionism led to higher levels and growth of firm productivity, with this effect strongest for private companies. Interestingly, state-level characteristics, such as labor regulations, investment climate, and financial development, do not appear to influence the effect of trade liberalization on firm productivity. Chapter 3, coauthored with my advisor Esther Duflo, studies the impact of reservation for women on the performance of policy makers and on voters' perceptions of this performance. Since the mid 1990's, one third of Village Council head positions in India have been randomly reserved for a woman: In these councils only women could be elected to the position of chief. Village Councils are responsible for the provision of many local public goods in rural areas. Using a data set which combines individual level data on satisfaction with public services 3 with independent assessments of the quality of public facilities, we compare objective measures of the quantity and quality of public goods, and information about how villagers evaluate the performance of male and female leaders. Overall, villages reserved for women leaders have more public goods, and the measured quality of these goods is at least as high as in non-reserved villages. Moreover, villagers are less likely to pay bribes in villages reserved for women. Yet, residents of villages headed by women are less satisfied with the public goods, including goods that are beyond the jurisdiction of the Panchayat. This may help explain why women rarely win elections even though they appear to be at least as effective leaders along observable dimensions, and are less corrupt. Thesis Supervisor: Esther Duflo Title: Professor of Economics Thesis Supervisor: Abhijit Banerjee Title: Ford Foundation International Professor of Economics 4 Acknowledgements I am grateful to my parents, Rumiana and Boris Topalovi, and my sister, Jana TopalovaGura, for their love, support and belief in me. This thesis would not have been possible without continual help from my advisors, Esther Duflo and Abhijit Banerjee. Their teaching inspired my interest in development economics and the topics explored in this thesis. I am enormously appreciative of their invaluable academic advice, infinite encouragement and patience. The faculty and students at MIT have served as inspiration and motivating force during the past five years. In particular, this work benefited greatly from comments and suggestions by Pol Antras, David Autor, Shawn Cole, Emmanuel Fahri, Ivan FernandezVal, Rema Hanna, Ashley Lester, Andrei Levchenko, Sendhil Mullainathan and Tal Regev. Nina Pavcnik and Robin Burgess provided very valuable advice. Kalpana Kochhar and David Cowen provided data for the second chapter of this thesis, while Sita Sekhar provided data for the third. I thank Joanna Lahey and especially Shawn Cole for extensive editing. I am indebted to Adam Jaffe, my undergraduate advisor, as well as Amy Candell, Cresenta Fernando, Rajiv Mallick and Elena Ranguelova for steering me towards doing a Ph.D. in economics. I am grateful for the financial support provided by the MIT Department of Economics, the McArthur Foundation and the Finch Fellowship. I want to thank all my friends for keeping me sane during the past five years, especially Ariele who never tired of my complaints and made me laugh when I was down, and Kavita, Diana, Lisa, Rema and Dafne who have been wonderful roommates and confidantes. Finally, graduate school would not have been the same had I not met my classmate and partner Shawn Cole. Shawn held my hand through every success and misfortune with endless advice and encouragement. His integrity, concern for others and openmindedness have taught me some of the most valuable lessons in graduate school. In memoryof my dearfriend CresentaFernando Contents 1 Factor Immobility and Regional Impacts of Trade Liberalization: Evidence on Poverty and Inequality from India 11 1.1 Introduction .............. 1.2 1.3 . . . . .. Background .............. . . . . . . . . . . . . .. 1.2.1 Conceptual Framework . . . . . . . . . . . . . . . .. 1.2.2 Related Literature ...... . . . . . . . . . . . . .. . . . . . . . . . . . . .. The Indian Trade Liberalization . . 1.4 Data .................. 1.5 . . . . . . . . . . 16 .. .. . .. . . . .. 16 . . 18 . . .. ... 19 Empirical Strategy, Measurement of C)utcomes s and Trade Expos ure . . . . . 1.5.2 Endogeneity of Trade Policy. 1.5.3 Measurement of Poverty and Inequalit 5 1.5.4 lade Measurement of Regional Exposure to T Results and Robustness . . . . . . . . . . . . 21 1.5.1 Empirical Strategy ..... 1.6 12 . . . ............ . . . . . . . .. . . . . . . . . .z ....... ... .. . ... . .. . . .. .. Liberalizati( on ......... . . . . . . . . .. 1.6.1 Basic Results ............. . . . . . . . . .. 1.6.2 W hy rural ............... . . . . . . . . .. 1.6.3 Robustness .............. . ... . 23 . 25 . . 29 . 30 ... 33 .. . ... 33 .. . ... 35 . . .. 1.7 Mechanisms ................... 23 ... 36 . . . . . . . . . . . . . . 41 . .. ... 41 1.7.1 Reallocation Across Regions ...... 1.7.2 Reallocation Across Industries and the Effect of Trade Liberalization . 1.7.3 Industry Premia ............................. 1.8 Discussion and Conclusion ............................. 9 43 49 51 . .... . . 53 1.9 Appendix ................................. . . 54 1.10 Bibliography .............................. 2 Trade Liberalization and Firm Productivity: The Case of India 2.1 Introduction ...................... . . . . . . . . . 2.2 The Case of India: the 1991 Reforms ........ . . . . . . . . . 2.3 Empirical Strategy, Data, and Related Literature . . . . . . . . . . 2.3.1 Productivity Measure ........... . . . . . . . . . 2.3.2 Empirical Strategy ............. . . . . . . . . . .... . . 87 . . 89 . . 92 . . 93 .. 95 . . . . . . . . . Results. ........................ . . . . . . . . . Endogeneity of Trade Policy ......... 2.4.2 Average Impact of Trade Policy and Robustness Checks 2.4.3 Average Impact of Trade Policy and Company Characteristics .... . . 97 . 2.4.4 Average Impact of Trade Policy and Environment Characteristics. .......... 2.6 Appendix: Estimating the Production Function .... .... 105 2.7 Bibliography .... 106 Conclusion ........................ ....................... . 98 100 102 104 . . . . . . . . . 97 2.4.1 . .... . . 96 .... .... .... 2.5 . 87 2.3.3 Data Description .............. 2.4 . 3 Unappreciated Service: Performance, Perceptions, and Women Leaders in India 127 3.1 Introduction ....................... . . . . . . . . 3.2 . . . . . . . . Institutions: The Panchayat system and Reservations 3.3 Data ............................ . . . . . . . . 3.4 . . . . . . . . Empirical Strategy and Results ............. 3.4.1 Specification .................. . . . . . . 3.4.2 Results . . . . . . 3.4.3 Discussion .................... 3.5 Conclusion 3.6 Bibliography ...................... ........................ ....................... 10 .. .128 .. .131 . ... 133 .. .135 . .. . . . . . . .. . . . . . . . . . . . . . . . . . 135 . . .. 136 . .. 138 . . ... 140 . .... 141 . Chapter 1 Factor Immobility and Regional Impacts of Trade Liberalization: Evidence on Poverty and Inequality from India Summary Although it is commonly believedthat trade liberalizationresults in higher GDP, little is known about its effects on poverty and inequality. If economic integration leads to further growth in income inequality and a rise in the number of people in poverty, especially in developing countries with large vulnerable populations, the benefits of liberalization may be realized at a substantial social cost unless additional policies are devised to redistribute some of the gains from the winners to the losers. This paper uses the sharp trade liberalizationin India in 1991, spurred to a large extent by external factors, to measure the causal impact of trade liberalizationon poverty and inequalityin districts in India. Variationin pre-liberalization industrial compositionacross districts in India and the variation in the degreeof liberalization across industries allow for a difference-in-difference approach, establishing whether certain areas benefitedmore from, or bore a disproportionateshare of the burden of liberalization.In rural districts where industries more exposed to liberalization were concentrated, poverty incidence and depth decreased by less as a result of trade liberalization, a setback of about 15 percent of 11 India's progress in poverty reduction over the 1990s. The findings are related to the extremely limited mobility of factors acrossregions and industries in India. Indeed, in Indian states where inflexible labor laws impeded factor reallocation, the adverse impact of liberalization on poverty was more pronounced. The findings, consistent with a specific factors model of trade, suggest that to minimize the social costs of inequality, additional policies may be needed to redistribute some of the gains of liberalization from winners to those who do not benefit as much. Creating a flexible institutional environment will likely minimize the need for additional interventions. 1.1 Introduction After the Second World War, India, along with other developing countries, chose a strategy of import substitution to promote industrialization. In the past two decades, however, many countries have begun to favor global economic integration, and in particular trade liberalization, as a development strategy. Although it is commonly believed that trade liberalization results in a higher Gross Domestic Product, little is known about its effects on income distribution. The distributional impacts of trade are particularly important in developing countries, where income inequality is typically pronounced and there are large vulnerable populations. If economic integration leads to further growth in income inequality and a rise in the number of people in poverty, the benefits of liberalization may be realized at a substantial social cost unless additional policies are devised to redistribute some of the gains from the winners to the losers. Standard economic theory (Heckscher-Ohlin model) predicts that gains to trade should flow to abundant factors, which suggests that in developing countries, unskilled labor would benefit most from globalization. The rising skill-premium in the U.S. is often cited in support 2 of standard trade theory.1 However, recently these sharp predictions have been challenged. Trade liberalization could reduce the wages of unskilled labor even in a labor abundant country, thereby widening the gap between the rich and the poor. Even if global economic integration induces faster economic growth in the long run and substantial reductions in poverty, if reallocation of factors across sectors is impeded, the adjustment might be costly, with the burden 1 See Freeman and Katz (1991), Gaston and Trefler (1993) among others. See Stiglitz (1970), Davis (1996), Feenstra and Hanson (1997), Cunat and Maffezzoli (2001), Kremer and Maskin (2003), Banerjee and Newman (2004). 2 12 falling disproportionately on the poor (Banerjee and Newman, 2004). 3 In developing countries, where rigidities in the labor market and credit market imperfections are more pronounced, these theories are particularly relevant. Due to the ambiguity of the theory, the question of how trade liberalization affects poverty and inequality remains largely an empirical one. Recent empirical work has addressed this question, focusing mostly on the effect of trade liberalization on within country income inequality. Studies using cross-country variation typically find little relationship between trade liberalization and levels or rates of change of inequality. 4 However, these studies face significant limitations: cross-country data may not be comparable, sample sizes are small, and changes in liberalization may be highly correlated with other variables important to income processes. A promising alternative is to use micro evidence from household and industry surveys. Several studies examine the relationship between trade reforms and skill-premia, returns to education, industry-premia, and the size of informal labor markets. 5 However, the findings of these studies are typically based on correlations and may not always be given a causal interpretation. And while there is some evidence on the effect of liberalization on industrial performance and wage inequality, the literature has fallen short of measuring the impact of these performance changes on poverty. This paper investigates the impact of trade reforms on poverty and inequality in Indian dlistricts. Does trade liberalization affect everyone equally or does it help those who are already relatively well off while leaving the poor behind? How does it affect income distributions within rural and urban areas? Is the effect of liberalization felt equally across regions in India? What are the mechanisms through which trade affects income: do institutional characteristics that ease the reallocation of factors across sectors, such as labor laws, play a role in the propagation of liberalization shocks? India presents a particularly relevant setting to seek the answers to these questions. First, India is the home of one third of the world's poor (World Bank, 2001). Second, the nature of India's trade liberalization-sudden, 3 See also Mayer (1974), Davidson comprehensive and largely externally imposed-facilitates a et al. (1999). "See Edwards (1998), Dollar and Kraay (2002), Milanovic (2002), Lundberg and Squire (2003) and Rama (2003). 5 See Cragg and Epelbaum (1996), Revenga (1997), Hanson and Harrison (1999), Feliciano(2001), Goldberg and Pavcnik (2001), Wei and Wu (2001), Attanasio et al. (2004), Porto (2004), Verhoogen (2004), Hanson (2004), Golberg and Pavcnik (2004b) among others. 13 causal interpretation of the findings. India liberalized its international trade as part of a major set of reforms in response to a severe balance of payments crisis in 1991. Extremely restrictive policies were abandoned: the average duty rate declined by more than half and the percentage of goods importable without license or quantitative restriction rose sharply. The lower average tariffs, combined with changes in the tariff structure across industries, provide ample variation to identify the causal effects of trade policy on income processes. Coincident with these tariff reductions were significant changes in the incidence of poverty and income inequality. To determine whether there is a causal link between liberalization and changes in poverty and inequality, this paper exploits the variation in the timing and degree of liberalization across industries, and the variation in the location of industries in districts throughout India. The interaction between the share of a district's population employed by various industries on the eve of the economic reforms and the reduction in trade barriers in these industries provides a measure of the district's exposure to foreign trade. This paper establishes whether district-level poverty and inequality are related to the district-specific trade policy shocks. Because industrial composition is predetermined and trade liberalization was sudden and externally imposed, it is appropriate to causally interpret the correlation between the levels of poverty and inequality and trade exposure. Of course if there were migration across districts in response to changes in factor prices, an analysis comparing districts over time may not give the full extent of the impact of globalization on inequality and poverty in India. However, the analysis still gives a well defined answer to the question of whether inequality and poverty increased more (or less) in districts that were affected more by trade liberalization (and in any case there is very limited migration as will be shown below). It is important to note that this empirical strategy does not measure the level effect of liberalization on poverty in India, but rather the relative impact on areas more or less exposed to liberalization. Therefore, while opening to trade may have had an overall effect of increasing or lowering the poverty rate and poverty gap, this paper captures the fact that these effects were not equal throughout the country, and certain areas and certain segments of the society benefited less (or suffered more) from liberalization. The study finds that rural districts where industries more exposed to liberalization were concentrated experienced a slower progress in poverty reduction, both in terms of poverty 14 incidence and poverty depth. The effect is quite substantial. According to the most conservative estimates, compared to a rural district experiencing no change in tariffs, a district experiencing the mean level of tariff changes saw a 2 percentage points increase in poverty incidence and a 0.6 percentage points increase in poverty depth. This set back represents about 15 percent of India's progress in poverty reduction over the 1990s. Finding any effect of trade liberalization on regional outcomes runs counter to standard trade theory, where factors are mobile both across geographical regions within a country and across industries. Factor reallocation would equate incidence of poverty across regions and factor returns across industries. However, standard theory assumptions do not apply in rural India: migration in rural India is remarkably low, with no signs of an upward trend after the 1991 reforms. This paper demonstrates the validity of theories of trade liberalization that do not assume free movement of factors across sectors, by uncovering the importance of factor mobility, and institutions that may affect it, in mitigating the unequal effects of trade liberalization. Indian states with inflexible labor laws, where I find no measurable effect of liberalization on the allocation of labor across sectors, are precisely the areas where the adverse impact of trade opening on poverty was felt the most. In contrast, in states with flexible labor laws, movements of capital and labor across sectors and the overall faster growth of manufacturing, eased the shock of the relative price change. While there was no effect on inequality in India as a whole, in these states, trade liberalization seems to have led to a rise in inequality. Finally, this paper examines the evolution of industry wages and wage premia over time, and how these vary with the extent of liberalization. Wages and wage premia seem to have absorbed the effect of the relative price change. The findings are thus consistent with a specific-factor model of trade. The remainder of the paper is organized as follows. Section 1.2 presents the conceptual framework for this study and Section 1.3 describes the Indian reforms of 1991 focusing on trade liberalization. Section 1.4 presents the data used in the analysis. In Section 1.5 the empirical strategy is explained, and the results follow in Section 1.6. Section 1.7 considers the mechanisms that drive the evolution of poverty and inequality. Section 1.8 concludes the paper. 15 1.2 1.2.1 Background Conceptual Framework International trade theory can deliver contradictory predictions regarding the effect of international trade on income distribution within a country. To provide a framework for my empirical strategy and results, I describe the two basic trade models that demonstrate the link between factor prices and product prices. In the Heckscher-Ohlin (H-O) model with its companion Stolper-Samuelson theorem, countries will export goods that use intensively the factors of production that are relatively abundant, and import goods that use intensively the relatively scarce factor of the country. Trade liberalization raises the real returns to the relatively abundant factor (unskilled labor in the case of India) as the relative price of the unskilled labor intensive good increases, thus reducing inequality, and possibly poverty. In the H-O model, the factors of production are assumed to be perfectly mobile, and their returns are equalized across sectors. Thus, price changes only affect economy-wide, and not sector-specific returns. Movements of labor and capital across sectors are precisely what allow countries to reap the benefits of trade openness in this classical trade model. However, these stark predictions can be easily reversed. If labor employed by a given industry is temporarily immobile and can reallocate only gradually over an extended period of time, the short-run response of factor returns to exogenous price changes will differ from the long-run equilibria with the bulk of the adjustment stemming from adjustments in factor returns, as opposed to employment and output. This immobility may arise from capital market imperfections (Banerjee and Newman, 2004), or frictions in the labor market (Davidson et al. (1999) develop the case when there are search costs in the labor market). The institutional environment as reflected in labor regulations (for example legislation on dismissals, imposition of severance payments etc.) can be another important source of relationship specific rents and can induce sectoral specific attachment. In a cross-country setting, Caballero et al. (2004) find that job security regulation clearly hampers the creative-destruction process and the annual speed of adjustment of employment to shocks. To illustrate the simplest case, when labor immobility is assumed to be exogenous, consider 16 each district in India to be a two-by-two economy with two factors, K and L, and two goods, X and Y. The goods are produced according to functions Fx(Kx, LX) and Fy(Ky, Ly), assumed to be homogeneous of degree 1, twice differentiable, strictly quasi-concave and increasing in both factors of production (the Y good is more capital intensive). Kx, LX, Ky, Ly are the capital and labor allocated to the production of goods X and Y, respectively. The total endowment of these factors in the district is L and K. NormalizingPx = 1, py = p, the long-run equilibrium, when both K and L are mobile across industries, is characterized by the following set of equations: 1) Lx ± Ly = L, 2) Kx + Ky = K, 3) W = FLXX = FLYY, 4) r = FKXX = FKYY.Factor markets clear and the returns to factors are equalized across industries. In the short run, however, only capital is perfectly mobile between industries within the district. The equilibriumwilltake the followingform: 1) Lx = 3) Wx Fxx(Kx,Lx), wy =pFFjy(Ky,Ly), 4) r Lx, = Ly L, 2) Kx+Ky = K, FKXX(KX,LX) = PFKYY(KY, Ly), where LX and Ly are the optimal amounts of labor allocated to the production of X and Y in the long-run. Note that the returns to labor are not equalized across industries. There are industry-specific rents (which in this empirical work are referred to as industry wage premia). Trade liberalization can be seen in this framework as a reduction in the relative price of the capital intensive good, p. It is obvious from the set of equations describing the short run equilibrium that the effect of this price change on labor returns depends crucially on the sector in which labor is employed.6 The fall in p will lead to a less than proportionate rise in the earnings of workers in industry X and an improvement in their welfare. The mobile factor K, however, will experience a less than proportionate drop in its returns, and the specific factor in the Y industry a more than proportionate fall in its earnings. Unlike the standard H-O model, both factors employed in the industry with tariff reduction experience a drop in earnings. The workers in industry Y are unambiguously worse off as their income has decreased both in terms of good Y and good X. If these workers are close to or below the poverty line, one will see an increase in aggregate poverty rates and poverty depth. The juxtaposition of these two basic models of trade demonstrates that the effect of trade 6The elasticity of factor returns with respect to output prices can be derived by totally differentiating the dr =- FKx Kxxx(KxLx) 0 2 -- FKXKXX Xr equations characterizing the short run equilibrium: dwy ap PFKK yLy] < 0 where A dp - A_X = -[FKXKXX(Kx,Lx) 17 dp +pFKyKyY(KY, - A Ly)] > O. Lxwx = liberalization on poverty is largely dependent upon what extent factors are able to relocate in response to the change in relative prices. If labor were fully mobile, in this example all workers would have been unambiguously better off, and capital unambiguously worse off. 1.2.2 Related Literature This study is related to several strands of literature. First, it fits into the empirical literature on the effects of trade reforms on labor outcomes. This literature has largely dealt with the experience of Latin American countries: Cragg and Epelbaum (1996), Revenga (1997), Hanson and Harrison (1999), Feliciano (2001), Goldberg and Pavcnik (2001), Attanasio et al. (2004), Verhoogen (2004), Hanson (2004). Currie and Harrison (1997) study the effect of trade liberalization in Morocco. These papers typically use variation in trade policy over time and across manufacturing industries in urban areas to identify the relationship between trade policy and labor market outcomes, focusing mostly on the effect on wages or labor income.7 ' 8 In general, previous studies found small effects of trade on wage inequality of workers in the manufacturing sector. This paper extends this type of analysis, by focusing not only on the effect of trade reforms on relative wages in manufacturing, but by looking at regional outcomes in general, thus capturing how trade effects seeped from the directly affected workers to the their dependents, as well as people involved in the non-traded goods sectors. This is also one of the first studies to examine the link between trade liberalization and poverty. So far, Porto (2004) and Goldberg and Pavcnik (2004b) have analyzed the relationship between trade and poverty in the case of Argentina and Colombia respectively. Porto's approach has several advantages. It provides a general equilibrium analysis of the relationship between trade liberalization and poverty, by simultaneously considering the labor market and consumption effects of trade liberalization. His results, however, rely on simulations based on cross-sectional data. Goldberg and Pavcnik (2004b) exploit cross-sectional and time-series variation of trade protection at the industry level and find little evidence of a link between the Colombian trade reforms and poverty. Yet, as the study focuses on urban areas, and people involved in manufacturing, it may miss the effects on the poorest segments of society. This paper 7 Verhoogen (2004) uses the peso crisis of late 1994 to test for the relationship between trade induced quality upgrading and wage inequality in Mexico. 8 Wei and Wu (2001) study the impact of trade on urban-rural inequality in China. 18 relates plausibly exogenous changes in trade policy to poverty and inequality, studying both manufacturing and agricultural workers in both urban and rural areas. Moreover, by defining the district as the unit of observation, it overcomes important selection and composition effects that studies at the industry level may face. Finally, the paper contributes to the literature on industry wage premia and their relation to trade protection. 1.3 The Indian Trade Liberalization India's post-independence development strategy was one of national self-sufficiency, and stressed the importance of government regulation of the economy. Cerra et al. (2000) characterized it as "both inward looking and highly interventionist, consisting of import protection, complex industrial licensing requirements, pervasive government intervention in financial intermediation and substantial public ownership of heavy industry." In particular, India's trade regime was amongst the most restrictive in Asia, with high nominal tariffs and non-tariff barriers, including a complex import licensing system, an "actual user" policy that restricted imports by intermediaries, restrictions of certain exports and imports to the public sector ("canaliza- tion"), phased manufacturing programs that mandated progressive import substitution, and government purchase preferences for domestic producers. It was only during the second half of the 1980s, when the focus of India's development strategy gradually shifted toward export-led growth, that the process of liberalization began. Import and industrial licensing were eased, and tariffs replaced some quantitative restrictions, although even as late as 1989/90 a mere 12 percent of manufactured products could be imported under an open general license; the average tariff was still one of the highest, greater than 90 percent (Cerra et al., 2000). However, the gradual liberalization of the late 1980s was accompanied by a rise in macroeconomic imbalances-namely fiscal and balance of payments deficits- which increased India's vulnerability to shocks. The sudden increase in oil prices due to the Gulf War in 1990, the drop in remittances from Indian workers in the Middle East, and the slackened demand of important trading partners exacerbated the situation. Political uncertainty, which peaked in 1990 and 1991 after the poor performance and subsequent fall of a coalition government led 19 by the second largest party (Janata Dal) and the assassination of Rajiv Gandhi, the leader of the Congress Party, undermined investor confidence. With India's downgraded credit-rating, commercial bank loans were hard to obtain, credit lines were not renewed and capital outflows began to take place. To deal with its external payments problems, the government of India requested a stand-by arrangement from the International Monetary Fund (IMF) in August 1991. The IMF support was conditional on an adjustment program featuring macroeconomic stabilization and structural reforms. The latter focused on the industrial and import licenses, the financial sector, the tax system, and trade policy. On trade policy, benchmarks for the first review of the Stand-By Arrangement included a reduction in the level and dispersion of tariffs and a removal of a large number of quantitative restrictions (Chopra et al., 1995). Specific policy actions in a number of areas - notably industrial deregulation, trade policy and public enterprise reforms, and some aspects of financial sector reform - also formed the basis for a World Bank Structural Adjustment Loan, as well as sector loans. The government's export-import policy plan (1992-97) ushered in radical changes to the trade regime by sharply reducing the role of the import and export control system. The share of products subject to quantitative restrictions decreased from 87 percent in 1987/88 to 45 percent in 1994/95. The actual user condition on imports was discontinued. All 26 import licensing lists were eliminated and a "negative" list was established (Hasan et al., 2003). Thus, apart from goods in the negative list, all goods could be freely imported (subject to import tariffs) (Goldar, 2002). In addition to easing import and export restrictions, tariffs were drastically reduced (Figure 1.1, Panel A and B). Average tariffs fell from more than 80 percent in 1990 to 37 percent in 1996, and the standard deviation of tariffs dropped by 50 percent during the same period. The structure of protection across industries changed (Figure 1.1 Panel G). Figure 1.1 Panel H shows the strikingly linear relationship between the pre-reform tariff levels and the decline in tariffs the industry experienced. This graph reflects the guidelines according to which tariff reform took place,9 namely reduction in the general level of tariffs, reduction of the spread or dispersion of tariff rates, simplification of the tariff system and rationalization of tariff rates, along with the abolition of numerous exemptions and concessions. Agricultural products, with 9 The guidelines were outlined in the Chelliah report of The Tax Reform Commission constituted in 1991. 20 the exception of cereals and oil seeds, faced an equally sharp drop in tariffs, though the non-tariff barriers of these products were lifted only in the late 1990s (Figure 1.1, Panels C-F). There were some differences in the magnitude of tariff changes (and especially NTBs) according to industry use type: i.e. Consumer Durables, Consumer Nondurables, Capital goods, Intermediate and Basic goods (Figure 1.1, Panel D and F). Indian authorities first liberalized Capital goods, Basic and Intermediates, while Consumer Nondurables and agricultural products were slowly moved from the "negative" list to the list of freely importable goods only in the second half of the 1990s. The Indian Rupee was devalued 20 percent against the dollar in July 1991 and further devalued in February 1992. By 1993, India had adopted a flexible exchange rate regime (Ahluwalia, 1999). Following the reduction in trade distortions, the ratio of total trade in manufactures to GDP rose from an average of 13 percent in the 1980s to nearly 19 percent of GDP in 1999/00 (Figure 1.2). Export and import volumes also increased sharply from the early 1990s, outpacing growth in real output (Figure 1.2). India's imports were significantly more skilled-labor intensive than India's exports and remained so throughout the 1990s, as demonstrated in Figure 1.3 which plots cumulative export and import shares by skill intensity in 1987, 1991, 1994 and 1997. India remained committed to further trade liberalization, and since 1997 there have been further adjustments to import tariffs. However, at the time the government announced the export-import policy in the Ninth Plan (1997-2002), the sweeping reforms outlined in the previous plan had been undertaken and pressure for further reforms from external sources had abated. 1.4 Data The data for this analysis were drawn from three main sources. Household survey data are available from the 1983-84, 1987-88, 1993-94 and 1999-2000 ("thick") rounds of the Indian National Sample Survey (NSS). The NSS provide household level information on expenditure patterns, occupation, industrial affiliation (at the 3 digit NIC level) and various other household and individual characteristics. In general, the surveys cover all Indian states and collect information 21 on about 75,000 rural and 45,000 urban households.1 0 Using this data, I construct district level measures of poverty (measured as headcount ratio and poverty gap)1l and inequality (measured as the standard deviation of the log of per capita expenditure and the logarithmic deviation of per capita expenditure). Following Deaton (2003a, 2003b), I adjust these estimates in two ways. First, I use the poverty lines proposed by Deaton as opposed to the ones used by the Indian Planning Commission, which are based on defective price indices over time, across states and between the urban and rural sector. The poverty lines are available for the 16 bigger states in India and Delhi to which I restrict the analysis.12 In addition, the 1999-2000 round is not directly comparable to the 1993-1994 round. The 1999-2000 round introduced a new recall period (7 days) along with the usual 30-day recall questions for the household expenditures on food, pan and tobacco. Due to the way the questionnaire was administered, there are reasons to believe that this methodology led to an overestimate of the expenditures based on the 30-day recall period, which in turn affects the poverty and inequality estimates. To achieve comparability with earlier rounds, I follow Deaton and impute the distribution of total per capita expenditure for each district from the households' expenditures on a subset of goods for which the new recall period questions were not introduced. The poverty and inequality measures were derived from this "corrected" distribution.13 Throughout the 1990s, there were substantial changes in the administrative division of India, with districts' boundaries changing as new districts were carved out of existing ones. I construct consistent time-series of district identifiers using Census Atlases and other maps of India. These were also used to match the NSS and Census district definitions. For industrial data, I use the Indian Census of 1991, which reports the industry of em10 The NSS follows the Indian Census definition of urban and rural areas. To be classified urban, an area needs to meet several criteria regarding size and density of the population, and the share of male working population engaged in non-agricultural pursuits. llThese measures are explained in detail in Section 5.3. The headcount ratio represents the proportion of the population below the poverty line, while the poverty gap index is the normalized aggregate shortfall of poor people's consumption from the poverty line. 12Poverty lines were not available for some of the smaller states and union territories, namely: Arunachal Pradesh, Goa, Daman and Diu, Jammu and Kashmir, Manipur, Meghalaya, Mizoram, Nagaland, Sikkim, Tripura, Andaman and Nicobar Islands, Chandigarh, Pondicherry, Lakshwadweep, Dadra Nagar and Haveli. The results are not sensitive to the inclusion of these states, with poverty lines assumed to be the same as those of the neighboring states. l3Using the uncorrected distribution does not change qualitatively the results at the district level, though for some of the robustness checks specifications presented in Section 6.3, it renders the point estimates insignificant. All the results at the region level are insensitive to whether the "corrected" or "uncorrected" distribution is used. 22 ployment at the 3-digit National Industrial Classification (NIC) code for each district in India. Because the Census does not distinguish among crops produced by agricultural workers, I use the 43rd round of the NSS to compute agricultural employment district weights. There are about 450 industry codes of which about 190 are traded agricultural, mining or manufacturing industries. Finally, I use tariffs to measure changes in Indian trade policy. While non-tariff barriers (NTB) have historically played a large role in Indian trade policy, data are not available at a level disaggregated enough to allow the construction of a time-series of NTBs across sectors. 14 Instead, I construct a database of annual tariff data for 1987-2001 at the six-digit level of the Indian Trade Classification Harmonized System (HS) Code based on data from various publications of the Ministry of Finance. I then match 5,000 product lines to the NIC Codes, using the concordance of Debroy and Santhanam (1993), to calculate average industry-level tariffs. The data on NTBs available come from various publications of the Directorate General of Foreign Trade, as well as the 1992 study of the Indian Trade Regime by Aksoy (1992). In order to identify the mechanism through which trade liberalization affects regional poverty and inequality, I turn to an additional source of industrial data: the Annual Survey of Industries (ASI). The ASI reports information on production activity in the registered manufacturing sector by state for more than 100 3-digit industries during 1982-97. 1.5 Empirical Strategy, Measurement of Outcomes and Trade Exposure 1.5.1 Empirical Strategy The Indian liberalization was externally imposed, comprehensive, and the Indian government had to meet strict compliance deadlines. The period immediately before the reform, and the five-year plan immediately following, give rise to a natural experiment. India's size and diversity (India was divided into approximately 450 districts across 27 states at the time of the 1991 '4In addition, the experience of other developing countries shows that NTB coverage ratios are usually highly correlated with tariffs, thus estimates based on tariffs may capture the combined effect of trade policy changes (Goldberg and Pavcnik, 2004a). This relationship seems to hold in the case of India as well, based on the patchy data available. 23 Census) allow for a cross-region research design. The identification strategy is straightforward: districts whose industries faced larger liberalization shocks are compared to those whose industries remained protected. That is, depending on the industrial composition within a district and the timing of liberalization across industries, districts across India experienced to a different extent and at a different time the shock of trade liberalization. The identification strategy exploits variation in the industrial composition across Indian districts, prior to liberalization. I construct a measure of district trade exposure as the average of industry-level tariffs weighted by the number of workers employed in that industry in 1991 as a share of all registered workers. The variation in industrial composition generates a differential response of the district level trade exposure to the exogenous changes in tariffs. In a regression framework, the baseline specification takes the following form: Ydt =a / . Tariffdt+ t + 6 d + -dt (1.1) Where Ydt is district level outcome such as poverty and inequality, and Tariffdt is the district exposure to international trade. The coefficient of interest, A, captures the average effect of trade protection on regional outcomes. The inclusion of district fixed effects (d) absorbs unobserved district-specific heterogeneity in the determinants of poverty and inequality, while the year dummies (t) control for macroeconomic shocks that affect equally all of India. The above methodology estimates the short to medium-run effect of trade liberalization in a specific district compared to other districts. Note that in the presence of perfect factor mobility across regions, one would expect no effect of liberalization on regional outcomes. If workers can easily migrate in response to adverse price changes, the effect of liberalization captured in would be zero. A further advantage of this identification strategy is that it includes the general equilibrium effect of trade liberalization within a geographical unit. Previous studies have focused on the effect of trade opening on manufacturing workers, who, in developing countries, typically represent a small fraction of the population, though often a large share of income. This strategy captures not only the effect of trade liberalization on manufacturing and agricultural workers, but also on their dependents, and individuals in allied sectors. Trade liberalization affects individuals as consumers, and as wage earners. Porto (2004) 24 outlines a methodology to evaluate the distributional impact of trade, by considering the effect of liberalization on both final goods' prices and workers' incomes. The empirical strategy employed in this paper focuses primarily on the effect of trade on the income earner, without explicitly modeling the effect of changes in prices of final goods. Yet, because the poverty line is adjusted over time using state-level price deflators, my analysis implicitly accounts for the impact trade liberalization had on consumers through goods' prices. This is a nontrivial advantage of the comprehensiveness of the Indian data. It is important to emphasize that this empirical strategy does not reveal the first order effect of trade on poverty. Trade liberalization is likely to have effects common across India, through prices, availability of new goods, faster growth etc. However, it would be very difficult to draw a causal lesson using only time variation in trade liberalization and poverty levels, since the Indian economy was subject to numerous other influences over the period studied. This study, based on regional variation, does not seek to answer questions about overall levels. Instead, it answers the question of whether all regions in India derived similar benefits (or suffered similar costs) from liberalization, or whether some suffered disproportionately. This is an important question for policy makers who might need to devise additional policies to redistribute some of the gains from the winners to the losers in order to minimize potential social cost. The balance of this section addresses two potential complications. First, the process of trade liberalization is explored in detail, including the possibility that liberalization was correlated with other factors that affect regional poverty and inequality. Second, the measures used to quantify poverty and inequality are described, including careful attention to possible problems with the data, and their solution. And finally, I introduce the district-level measure of trade exposure. 1.5.2 Endogeneity of Trade Policy There are strong theoretical reasons (Grossman and Helpman, 2002) to believe that in the absence of external pressure, trade policy is an endogenous outcome to political and economic processes. As the empirical strategy of this paper exploits the interaction of regional industrial composition and differential degree of liberalization across industries to identify the effect of trade liberalization on poverty and inequality, understanding the source of variation in the tariff 25 levels is important. In particular, there are two aspects to the potential endogeneity of trade policy. First, the initial decrease in tariffs might have been just a continuation of a secular trend. The timing of trade reform might have reflected Indian authorities' perception of domestic industries as mature enough to face foreign competition, and labor and credit markets as flexible enough to ease the intersectoral reallocation that would ensue. Second, the cross-sectional variation in changes of protection might be related to economic and political factors. The relatively less efficient industries might have enjoyed higher degree of protection; the political strength of labor as well as business is also often cited as a determinant of trade protection. If authorities did not liberalize as intensively the least productive industries, and if these industries were concentrated in slower growing districts, one might observe small decline in tariffs associated with small declines in poverty and erroneously conclude that trade liberalization boosted poverty reduction. These two concerns are addressed in sequence below. As discussed in Section 1.3, the external crisis of 1991 opened the way for market-oriented reforms in India, such as trade liberalization. The Indian government required IMF support to meet external payments obligations, and was thus compelled to accept the conditions that accompanied the support. "Given several earlier attempts to avoid IMF loans and the associated conditionalities, the large number of members of the new cabinet who had been cabinet members in past government with inward-looking trade policies and the heavy reliance on tariffs as a source of revenues, these reforms came as a surprise." (Hasan et al., 2003). According to a study on the political economy of economic policy in India, "the new policy package was delivered swiftly in order to complete the process of changeover so as not to permit consolidation of any likely opposition to implementation of the new policies. The strategy was to administer a 'shock therapy' to the economy. . . There was no debate among officials or economists prior to the official adoption... The new economic policy did not originate out of an analysis of the data and information or a well thought out development perspective," (Goyal, 1996).15 Varshney (1999) describes the political environment in which the trade reforms were passed. Mass political attention at the time was focused on internal politics (ethnic conflict in partic15 This view is confirmed in a recent interview with Dr. Chelliah, one of the masterminds of the reforms "We didn't have the time to sit down and think exactly what kind of a development model we needed...there was no systematic attempt to see two things; one, how have the benefits of reforms distributed, and two, ultimately what kind of society we want to have, what model of development should we have?," July 5, 2004 http://in.rediff.com/money/2004/jul/05inter.htm 26 ular), and trade reforms pushed through by a weak coalition government apparently escaped general attention, in contrast to the failed reform attempts of the much stronger Congress Party in 1985. As late as 1996, less than 20% of the electorate had any knowledge of the trade reform, while 80% had opinions on whether India should implement caste-based affirmative action. While some liberalization efforts (for example privatization) were diluted or delayed due to popular opposition, trade liberalization was generally successful. As Bhagwati wrote: "Reform by storm has supplanted the reform by stealth of Mrs. Gandhi's time and the reform with reluctance under Rajiv Gandhi." (Bhagwati, 1993). Even if the timing of the sharp drop in average tariffs (Figure 1.1) appears exogenous, there is significant variation in the tariff changes across industries, which could confound inference. More precisely, it is important to understand whether the changes in tariffs reflected authorities' perceptions on industry's ability to compete internationally, or the lobbying power of the industry. Ideally, the concern of potentially endogenous changes in trade protection could be alleviated by knowledge of the "true" intentions of Indian policymakers or, failing that, through a detailed study of the political economy behind tariff changes in India over the period. In the absence of objective and detailed analyses of such policy changes, the data may be examined for possible confounding relationships. First, I investigate to what extent tariffs moved together. An analysis of the tariff changes of the 5,000 items in the dataset for 1992-96, the Eighth Plan, and for 1997-2001, the Ninth Plan, reveals that movements in tariffs were strikingly uniform until 1997 (Figure 1.4). During the first 5-year plan that incorporated the economic reforms of 1991, India had to meet certain externally imposed benchmarks, and the majority of tariff changes across products exhibited similar behavior (either increased, decreased, or remained constant each year). After 1997, tariff movements were not as uniform. Policymakers may have been more selective in setting product tariffs during 1997-2001, and the problem of potential cross-sectional endogenous trade protection is more pronounced. Second, there is no evidence that policymakers adjusted tariffs according to industry's perceived productivity during the Eighth Plan, i.e. until 1997. In a related study (Topalova, 2004), I test whether current productivity levels and productivity growth predict future tariffs - a relationship one would expect if policymakers were trying to protect less efficient industries. 27 I find that the correlation between future tariffs and current productivity, and future tariffs and current productivity growth is indistinguishable from zero for the 1989-96 period. For the period after 1997 however, future tariff levels are negatively correlated with current productivity. This evidence and the evidence on uniformity in tariff movements until 1997 suggest it may not be appropriate to use trade policy variation after 1997. As a result, this study focuses only on the 1987-1997 period. A third check uses data from the ASI to test for "political protection." Even if the change in industry tariffs appears uncorrelated with the initial productivity of the industry, tariff changes may be correlated with politically important characteristics of the industry. Using data from the ASI, (which covers the manufacturing and mining sectors), and following the literature on political protection, I regress the change in tariffs between 1987 and 1997 on various industrial characteristics in 1987.16 These characteristics include employment size (a larger labor force may lead to more electoral power and more protection), output size, average wage (policy makers may protect industries where relatively low skilled/vulnerable workers are employed), concentration (measured by the average factory size, which captures the ability of producers to organize political pressure groups to lobby for more protection), and share of skilled workers. The results are presented in Table 1.1, Panel A. Tariff changes are not correlated with any of the industry characteristics. Because agricultural workers are not included in the ASI data, but comprise a large share of India's population, I conduct a similar exercise using data from the 1987 NSS. I estimate for all industries the average per capita expenditure, wage, poverty rate and poverty depth, and I check whether there is a correlation between these industry characteristics and tariff declines. Results, presented in Table 1.1, Panel B, show no significant relationship between tariff changes and these measures of workers' wellbeing, once controls for industry use type are included. A possible explanation for these results can be found in Gang and Pandey (1996). They conducted a careful study of the determinants of protection across manufacturing sectors across three plans, 1979-80, 1984-85 and 1991-92, showing that none of the economic and political factors are important in explaining industry tariff levels in India.17 They explain this phenomenon 16I use 1987 as the pre-reform year since the data on pre-reform poverty and inequality come from the 43rd round of the NSS which was collected in 1987. The results are robust to using 1988 or 1990 as the "pre" year. 17 In other developing countries, protection tends to be highest for unskilled, labor-intensive sectors. See Gold- 28 with the hysteresis of policy: trade policy was determined in the Second Five Year Plan and never changed, even as the circumstances and natures of the industries evolved. The evidence presented here suggests that the differential tariff changes across industries between 1991 and 1997 were as unrelated to the state of the industries as can be reasonably hoped for in a real-world setting. One big exception to the seemingly random pattern of tariff reductions are two major agricultural crops: cereals and oilseeds. Throughout the period of study, the imports of cereals and oilseeds remained canalized (only government agencies were allowed to import these items) and no change in their tariff rates was observed (the tariff rate for cereals was set at 0). Thus, they were de facto non-traded goods. The delay in the liberalization of these major agricultural crops was due to reasons of food security. However, the cultivators of these crops were also among the poorest in India (Figure 1.7). This brings some additional complications in the analysis, which are discussed at length in the following sections. 1.5.3 Measurement of Poverty and Inequality For poverty, I use two standard measures: the "headcount ratio" (HCR) and the poverty gap. The former, which I refer to as the poverty rate, represents the proportion of the population below the poverty line. While the HCR is widely used, it does not capture the extent to which different households fall short of the poverty line, and is highly sensitive to the number of poor households near the poverty line. Thus, I also analyze the poverty gap index, defined as the normalized aggregate shortfall of poor people's consumption from the poverty line.18", 9 Figure 1.5 plots the evolution of poverty in India, and indicates a substantial decline over the past two decades. I chose two measures of inequality, the standard deviation of log consumption and the berg and Pavcnik (2001), Hanson and Harrison (1999), Currie and Harrison (1997) for evidence from Colombia, Mexico and Morocco respectively. 18Both the headcount ratio and the poverty gap are members of the Foster-Greer-Thorbecke class of poverty measures, defined as Pa, = (T-) f(y)dy, where z is the poverty line and incomes are distributed according to the density function f(y). The headcount ratio is calculated by setting ac to be 0, and the poverty gap by setting c to be 1. 19 Since the survey design changed for the 1999-2000 round of the NSS, in order to obtain internally consistent measures of poverty and inequality, the per capita expenditure data were adjusted at the district level, following Deaton (2003). 29 mean logarithmic deviation of consumption, 20 both because they are standard measures, and because similar values are obtained when they are estimated from either the micro data or the estimated distributions. In contrast to poverty's steady decline, inequality follows a more complicated pattern. While it registered a substantial decline between 1987 and 1993, both measures record a break in that trend and a slight increase in inequality after 1993 in rural India. In urban India, after a period of decline, inequality rose between 1993 and 1999. 1.5.4 Measurement of Regional Exposure to Trade Liberalization As mentioned above, the measure of trade policy is the tariff that a district faces, calculated as the 1991 employment-weighted average nominal ad-valorem tariff at time t.2 1 Table 1.2 provides summary statistics of the variables included in the analysis at the district level, including a breakdown of the workers across broad industrial categories. In the average rural district about 80 percent of main2 2 workers are involved in agriculture, of whom 87 percent are involved in cultivation of cereals and oilseeds. Mining and manufacturing account for about 6 percent of the workers and the remaining 12 percent are involved in services, trade, transportation, and construction. In urban India agricultural workers represent only 19 percent.2 3 Manufacturing and mining workers account for another fifth of the urban population and the remaining threefifths comprise workers in services etc. The district tariffs are computed as follows: Tariffd = i Workerd,i,1991 Tariffi,t Total Workerd,19 9l Tariffdt is a "scaled" version of district tariffs. In this measure, workers in non-traded industries 20 The mean deviation of consumption is part of the family of Generalized Entropy coefficients. It is calculated according to the following formula, I(0) = f Y log(f)f(y)dy, where p is mean income. 2 'As described in Section 4, the 1991 population and housing census is used to compute employment by industry for each district. The employment data are available for the urban and rural sector separately by industry at the 3 digit (NIC) level for all workers except agricultural workers. To match agricultural workers to the tariff data, I compute district employment weights from the 43rd round of the National Sample Survey (July 1987-June 1988). 22The 1991 Indian Census divides workers into two categories: "main" and "marginal" workers. Main workers include people who worked for 6 months or more during the year, while marginal workers include those who worked for a shorter period. Unpaid farm and family enterprise workers are supposed to be included in either the main worker or marginal worker category, as appropriate. 23 0f these, 73 percent are cultivators of cereals and oilseeds. 30 are assigned zero tariffs for all years. These are workers in services, trade, transportation, construction as well as all workers involved in growing of cereals and oilseeds. The latter assumption is justified by the fact that all product lines of these two industries were canalized (imports were allowed only to the state trading monopoly) as late as 2000.24 Furthermore, the tariffs of all product lines under the growing of cereals industry are zero throughout the entire period of interest. One concern with the use of Tariffdt is that it is very sensitive to the share of people involved in non-traded industries, the majority of whom are the cereal and oilseed growers. Since agricultural workers are usually at the bottom of the income distribution, Tariffdt is correlated with initial poverty levels. The interpretation of results based on this measure may be unclear if there were (for other reasons) convergence or divergence across districts. In particular, poorer districts, which have a large fraction of agricultural workers may experience faster reduction in poverty due to mean-reversion or convergence. These districts may also record a lower drop in tariffs, since initially the Tariffdt measure is low. Thus, one might find a spurious negative relationship between changes in tariffs and changes in poverty and erroneously conclude that trade liberalization led to a relative increase in poverty at the district level. Alternatively, if workers in non-traded activities are on a different growth path than those in traded industries, Tariffdt might capture this differential growth, rather than the effect of trade policies. To overcome this shortcoming, I instrument Tariffdt with TrTariffdt, defined as: TrTariffdt = t i Workerd,i,19 91 Tariffit i Workerd,i,1991gl TrTariffdt, "non-scaled" tariffs, ignores the workers in non-traded industries. It weighs industry tariffs with employment weights that sum to one for the share of people in traded goods in each district. Thus, a district which has 1 percent workers in traded industries and another district where 100 percent of workers are in traded industries will have the same value of TrTariffdt if, within the traded industries, the industrial composition is the same. Since the variation in TrTariffdt does not reflect the size of the traded sector within a district, the "non-scaled" tariff does not reflect the magnitude of the effect trade policy might have. Yet, TrTariffdt forms a 2'These products also have minimum support prices fixed by the Government of India. 31 good instrument for Tariffdt, as it is strongly correlated with the "scaled" tariffs and overcomes the correlation with district initial poverty that is there by assumption in Tariffdt. Table 1.3 presents the results from the first stage. Following equation (1.1), I estimate the following specification: Tariffdt = with at + TrTariffdt + 'Yt+ ad + Edt (1.2) and d defined as above. Panel A gives the results for India as a whole, while in Panels B and C, I provide the results for two subsamples of states (to which I will return shortly). Columns (1) and (3) present the correlation between the scaled and nonscaled tariffs. There is a very strong relationship between the non-scaled and scaled tariffs in both urban and rural India. Another instrument is suggested by Figure 1.1, Panel G: tariff changes are linearly related to initial tariffs. One important principle in the tariff changes was to standardize tariffs (reduce the standard deviation). A natural consequence of this is that the higher the tariff initially, the greater the reduction. One could take advantage of this relationship by using the initial level of the "scaled" tariff interacted with a post dummy as an instrument. However, as previously argued, the "scaled" tariff measure is correlated with the pre-reform levels of district income and poverty and may thus not form a valid instrument. Instead, I use pre-reform unscaled tariffs times a post dummy, in addition to the unscaled tariffs, as instruments for tariff: Tariffdt= c + . TrTariffdt+ 0. Postt TrTariffd,1987 + Yt + ad + Edt (1.3) Table 1.3 columns (2) and (4) include the interaction of the initial unscaled tariff and a postliberalization dummy. The interaction of the non-scaled tariffs times a post dummy is strongly correlated with the scaled tariffs and adds explanatory power in all rural subsamples. In the urban sector, the relationship is not as strong.2 5 ' 26 Data on outcome variables are available for 3 years: 1987, 1993 and 1999, while tariff 25 Since the TrTariff and Post*TrTariff measures are highly colinear, it is hard to interpret the coefficients in the first stage regression. 26 An alternative way to think of the above specification is as inclusion of a non-linear function of the instrument TrTariff. As interpretion of the first stage is not needed, it might be useful to include additional functions of the instruments in order to increase the power in the first stage. 32 data are available annually. It is not known how soon national policy changes affect regional outcomes, though there is probably some lag. If the 1993 outcomes were matched to the 1991 tariffs, 1993 would count as a "pre" year, while if they were matched to the 1992 tariffs, it would be a post year. To avoid this problem, 1993 is omitted from the analysis. I use the earliest available data, 1987, for the "pre" tariff measure, and the 1997 data as the "post" measure. 1.6 Results and Robustness 1.6.1 Basic Results I estimate four versions of equation (1.1): the OLS relationship using Tariffdt; a reduced form using TrTariffdt; instrumenting for Tariffdt using TrTariffdt; and finally instrumenting for Tariffdt with both TrTariffdt and with TrTariffd,1987 *Postt, where Postt is a dummy equal to 1 in year 1999. Since the dependent variable is an estimate, I weight the observations by the square root of the average number of households in a district across rounds. 2 7 A post-liberalization dummy is included to account for macroeconomic shocks and time trends that affect outcomes equally across India, while district fixed effects absorb district-specific time-invariant heterogeneity. Outcomes of districts within a state might be correlated (since industrial composition may be correlated within a state), therefore I cluster the standard errors at the state-year level. The results for the four outcomes of interest are presented in Table 1.4a Section I for rural India and Section II for urban India. Each panel gives the results for a different dependent variable. Columns (1) and (5) show the OLS relationship, columns (2) and (6) the reduced form, and columns (3), (4), (7) and (8), the IV results. In column (4) and (8), I use both the unscaled tariffs and the pre-reform unscaled tariffs times a post reform dummy as an instrument. In rural India, for both measures of poverty, there is a strong statistically significant negative relationship between district tariffs and poverty. The decline in tariffs as a result of the sharp trade liberalization appears to have led to a relative increase in the poverty rate and poverty gap in districts whose exposure to liberalization was more intense. The average district experienced 27 The results presented in this section are insensitive to whether the district-level observations are weighted or not. However, weighting does increase the precision of the estimates at the district level in some of the specification checks discussed in Section 6.3. Across all specifications at the region level, weighting does not have an effect. 33 5.5 percentage point reduction in the "scaled" district tariffs. The point estimates of the various specifications are similar, and suggest that this 5.5 percentage point drop would lead to an increase in the poverty rate of 3.2 to 4.6 percentage points, and a 1.1 to 1.8 percentage point increase in the poverty gap. Given that poverty rate in the average district decreased by 12.7 percentage points and that poverty gap decreased by 4 percentage points during the entire decade, the effects of exposure to liberalization are rather large. Surprisingly, there is no statistically significant relationship between trade exposure and poverty in urban India. Though the point estimates are still negative, the magnitude of the coefficients is much smaller than in rural India. In Panel E of Table 1 4a, I present the effect of trade liberalization on log average per capita expenditures in the district. Though there is no statistically significant relationship in this set of specifications, the estimated coefficient on the tariff measure from the OLS, reduced form and the IV clearly demonstrate the biases that the OLS (and the "scaled" measure of tariff exposure) may introduce: while the OLS relationship between changes in tariff measure and log consumption is negative, the sign is reversed in the reduced form and IV specifications. The negative relationship between changes in tariffs and changes in per capita expenditures in the OLS (column (1)) implies that trade liberalization was associated with faster growth at the district level: larger drops in "scaled" tariffs corresponded to larger increases in the mean consumption. However, the greater the share of workers involved in traded goods industries is (i.e. the more industrialized and richer is the district), the larger is the drop in "scaled" tariffs. If there is divergence across districts, so that initially richer districts grow faster, then the OLS relationship between changes in "scaled" tariffs and changes in consumption will be negative, even in the absence of any effect of trade liberalization, as the change in "scaled" tariff reflects the effect of being in an initially richer district on subsequent growth. This is why the OLS estimates may be downward biased, as is the case for both measures of poverty and log consumption (columns (1) vs. columns (3) and (4)). As a robustness check, I perform the analysis discussed above at the region level. NSS regions typically consist of several districts within a state with similar agroclimatic conditions and socioeconomic features. India is divided into 77 such regions, of which I use 62 for the analysis after dropping the states with missing poverty lines or other relevant data. I calculated all 34 the outcomes measures and constructed the two tariff measures at the region level. Estimating equation (1.1) at the region level, I find almost identical results, though somewhat larger in magnitude (Table 1.4b). At the region level, the same pattern as in rural regions emerges for the urban sample. Rural and urban areas where more affected industries were concentrated experienced a slower reduction in poverty rate and poverty depth. There is no statistically significant relationship between trade liberalization and either measure of inequality for the average district (or average region) in either rural or urban India. 1.6.2 Why rural The empirical literature on trade liberalization so far has focused predominantly on the manufacturing sector and urban areas because these were the areas most commonly affected by trade liberalization (Goldberg and Pavcnik, 2004a). Therefore, it is surprising that the effect of trade liberalization on districts is more pronounced in rural rather than in urban India.2 8 A close look at the evolution of tariff and non-tariff barriers in Figure 1.1 suggests an explanation. Agriculture was not omitted from the 1991 reforms in India. Tariffs of agricultural products fell in line with tariffs of manufacturing and other goods. While quantitative restrictions and licensing requirements on both the import and export of agricultural products (out of a concern for food security) were removed later than on other goods, the share of agricultural products that could be freely imported jumped from 7 percent in 1989 to 40 percent in 1998. By 2001, more than 80 percent of agricultural products could be imported without any license. In addition, the agricultural tariffs and non-tariff barriers are strongly correlated. The post-liberalization data (the 55th round of the NSS) was collected from mid 1999 to mid 2000, right when the bulk of the removal of NTB was taking place. Thus, the tariff measure may be capturing the effect of both tariff and non-tariff barriers and may reflect the short term effect of the change in relative price of agricultural products on the extensive rural population. I construct separate measures of agricultural tariffs and mining and manufacturing tariffs that a district faces and regress district poverty and inequality on these measures of trade policy. 28 0n the other hand, rural areas are where the poor people in India are concentrated. In 1987, both poverty rates and poverty depth were almost double in rural areas (40 versus 22.8 percent poverty rate and 9 versus 4.7 percent poverty depth). 35 Table 1.A1 in the Appendix reveals that the results are driven by agricultural tariffs.2 9 There is little relationship between mining and manufacturing tariffs and district outcomes, though, due to the large standard errors of the point estimates, I can not reject that the effect of mining and manufacturing tariffs and of agricultural tariffs is the same for any of the outcomes and for any of the subsamples. The finding is not that surprising; manufacturing and mining workers represent only 6 percent of workers in the typical rural district - therefore, it is plausible that even if trade liberalization had a sizeable effect on their wellbeing or relative earnings, it would not be reflected in district-level outcomes. Furthermore, people involved in agriculture are the most vulnerable, often with little access to insurance devices. There is no shortage of press accounts on farmers committing suicide in the face of adverse shocks in India.3 0 Manufacturing workers, on the other hand, tend to be relatively richer than agricultural workers as presented in Figure 1.7: a significant decline in income may not be enough to push them below the poverty line. 1.6.3 Robustness The effects of liberalization identified in this paper could be incorrect if measures of trade liberalization were correlated with omitted district-level time-varying variables that affect poverty and inequality. In this section, I first examine whether districts with different initial industrial I then determine whether pre-existing condi- compositions were on different growth paths. tions within districts are correlated with subsequent tariff changes. I measure whether "initial" (1987) conditions other than industrial composition in districts are correlated with subsequent changes in poverty, and if so, whether they are driving the results. Finally, I test whether the findings are confounded by other reforms, concurrent to trade liberalization. To address the concern that districts with different industrial composition may be experiencing different time trends in poverty and inequality that are (spuriously) correlated with tariff changes, I perform a falsification test. In particular, I test whether changes in poverty and inequality in the two periods prior to the reform (from 1983 to 1987) are correlated with measures of trade liberalization from 1987 to 1997. This analysis can be performed only at the 29 Note that the magnitudes of the coefficients in table Al are not interpretable as the measures of agricultural and mining and manufacturing tariffs are not scaled by the share of population employed in the particular sector. 30 See, for example, http://news.bbc.co.uk/2/hi/southasia/3769981.stm. 36 region level as district identifiers are not available in the 38th round of the NSS. I use the four specifications (OLS, reduced form, and both IV specifications), but now using 1983 and 1987 outcomes as pre and post, rather than the 1987 and 1999 outcomes. The results are presented in Table 1.5. The coefficients on the tariff measure are rather imprecisely estimated, though they are smaller in magnitude than those in Table 1.4b (which presents the main regressions at the region level) and of opposite sign. In both urban and rural areas, there seems to be no correlation between tariff changes and the pre-reform trend in any of the outcomes. The regressor of interest in equation (1.1) is Tariffdt. If it is correlated with initial conditions, and initial conditions determine subsequent changes in poverty rates, one may find a spurious effect. For example, if convergence across districts became stronger after liberalization, so that poverty reduction is larger, while intensity of the treatment is smaller in poorer regions, then one would see large declines in poverty levels, small declines in tariffs and may conclude that the reduction in tariffs led to a relative increase in poverty even if such a relationship does not exist. Since, by assumption, Tariffdt is correlated with the initial poverty, this is a valid concern. However, if the instruments non-scaled tariff TrTariffdt and initial tariff level, are uncorrelated with initial levels of district outcomes, then the IV estimates should be free of bias. Table 1.6 examines the relationship between tariff changes and initial conditions. Instead of looking at the pre-reform trends of outcomes, I regress district outcomes in 1987 (both rural and urban sectors) on changes in tariffs, controlling for the initial industrial composition in the district (namely percentage of workers in agriculture, manufacturing, mining, trade, transport, services - workers in construction are the omitted category), percentage literate and the share of scheduled caste and scheduled tribes population, Xd,1987. Yd,1987= a + 3 (Tariffd,1987 - Tariffd,19 9 9) + 0- Xd,1987 + Edt (1.4) The scaled measure of trade exposure, Tariffdt, is statistically significantly correlated with prereform poverty measures. Even the decline in TrTariffdt has a statistically significant correlation with initial level of poverty depth (Table 1.6 columns (3) and (7)). However, if I use both the decline in TrTariffdt and its initial level as instruments for the decline in scaled tariffs, the relationship disappears (columns (4) and (8)). In the rural sector, the coefficients not only 37 become statistically insignificant but notably smaller in magnitude. This suggests that the most appropriate instrument for the "scaled" tariffs is the combination of the "non-scaled" tariffs and the initial value of these tariffs interacted with a post dummy. In Tables 1.7, I further investigate the possibility that the results might be driven by convergence or omitted variables.3 1 I control for time-varying effects of various pre-reform district characteristics as well as initial levels of outcomes, by including the interaction of these initial characteristics and a post liberalization dummy, estimating: Ydt = - + /3 Tariffdt + 0 Postt Xd,1987 + 'Yt + d + 6 dt (1.5) In all specifications I include in Xd,198s7initial industrial composition (namely percentage of workers in agriculture, manufacturing, mining, trade, transport, services - workers in con- struction are the omitted category), percentage literate and the share of scheduled caste and scheduled tribes population. I sequentially add as controls the initial level of the log of mean per capita expenditure in the district, the pre-reform trend in the outcome variable (the difference between its 1983 and 1987 value), and finally the initial value of the dependent variable itself. I also allow for differential time trends in district outcomes across states with pro-employer, proworker and neutral labor laws by including post times labor law fixed effects.3 2' 3 3 In columns (1)-(5), I use only TrTariffdt as an instrument for Tariffdt, while in columns (6)-(10), I instrument the scaled tariff with both TrTariffdt and the initial level interacted with a post-liberalization dummy. Columns (5) and (10) include the instrumented value of the lagged dependent variable, where the 1983 level is used as an instrument for the 1987 level. The inclusion of district initial characteristics reduces slightly the point estimates of the effect of trade liberalization at the district level, from 0.69-0.83 to 0.41-0.58 for poverty rate and from 0.21-0.32 to 0.12-0.22 for poverty depth. Controlling for initial per-capita expenditure or 31I present the analysis only for the rural sample from now on as the effect of trade liberalization in the urban sector can not be precisely estimated. 32 Indian states are classified as having pro-worker, neutral, or pro-employer labor laws by Besley and Burgess (2004). 33 As I argue in Section 2, trade liberalization (and the ensuing change in relative prices) should lead to reallocation of resources from industries where the relative price fell to those where it rose in a H-O world with perfect factor mobility. Yet, the institutional environment as reflected in labor laws may affect the ease to hire and fire workers, change wages etc., in other words the speed of factor reallocation. 38 pre-reform outcome reduces further the size of the coefficients when only the scaled tariff is used as an instrument. Thus, it may be that some of the variation in poverty depth and incidence that equation (1.1) attributed to trade liberalization was in fact due to certain omitted time-varying district specific characteristics. The inclusion of the actual value of the pre-reform dependent variable (column (4) and (8)) lowers slightly the coefficient on the tariff measure and in some cases renders it statistically insignificant. This specification, however, is equivalent to regressing changes on levels: if there is mean reversion and measurement error, the estimated coefficients would be biased. In fact, the size of the coefficient on the initial level of the outcomes suggests implausibly strong convergence. Instrumenting the 1987 level of the dependent variable, with its 1983 level (columns (5) and (10)) solves to a certain extent that problem. In Table 1.A2 in the Appendix, I reestimate all of the specifications discussed above at the region level. The findings are somewhat larger in magnitudes and more statistically significant. After controlling for various district initial characteristics, the estimated effect of trade liberalization on the poverty measures remains statistically and economically significant. According to these estimates, the decline in tariffs increased relative poverty incidence by about 2 and poverty gap by 0.6 percentage points in the average district. The inclusion of the additional controls also helped estimate more precisely the effect of trade policy on the average per capita expenditures (the estimated coefficient is again larger in magnitude and more robust in the region-level regressions in Table 1.A2). Districts more exposed to trade liberalization experienced slightly slower growth in consumption per capita. One percentage point decrease in the tariff a district faces translates into 0.6 percent lower average per capita expenditures. 34 Next, I address the concern that some other reforms concurrent with trade liberalization may be driving the results. In particular, in 1991 the government of India increased the number of de-licensed industries and specified a list of industries for automatic approval for foreign direct investment.3 5 Substantial reforms were initiated in the financial and banking sector as well. Following the same methodology as in the construction of district tariffs, I construct district 34 The estimated effect of liberalization across specifications tends to be larger in magnitude and more robust at the region level. This could be due to lower measurement error in region-level variables. Migration across region boundaries is also likely to be smaller than migration across district boundaries. 35 Foreign investment was tightly regulated prior to 1991. Foreign companies needed to obtain specific prior approval from the Indian government and foreign investment was limited to 40 percent. In 1991, the government created a list of high technology and high investment priority industries with automatic permission for foreign equity share up to 51 percent. Over the 1990s this list was gradually expanded. 39 employment-weighted share of license-industries and district employment-weighted share of industries that are open to foreign direct investment.3 6 The number of bank branches per capita in a district captures the potentially confounding effect of banking reforms.3 7 In Table 1.8, I replicate the specifications presented in Table 1.7 including these time-varying district level measures of reforms (the results on per capita consumption are not reported for brevity). The effect of trade liberalization on poverty is completely insensitive to the additional controls. There is no correlation between change in poverty and change in the number of bank branches per capita or share of industries under a license.3 8 A larger share of industries open to FDI, however, is associated with faster reduction in poverty. As globalization is typically defined not only as trade liberalization but also opening to foreign investment, it is important to emphasize this finding. It also reconciles Hanson's (2004) conclusion that more globalized areas in Mexico3 9 experienced a larger increase in labor income with the finding that trade liberalization slowed poverty reduction in more exposed districts in India. In Table 1.A3 in the Appendix, I investigate the role of imports versus exports in addition to FDI, by including the district employment-weighted industry imports and exports. I use 1987 import/export data for the pre-reform period, and the 1993-1997 annual average for the post-reform period. Since imports and exports are the endogenous response to trade policy, exchange rate shocks, foreign demand etc., these regressions do not warrant a causal interpretation, yet they illustrate that imports (or more precisely potential exposure to imports) are associated with higher, while exports with lower incidence of poverty. For the whole sample, for urban as well as rural areas, trade liberalization seems to have had no effect on inequality. 36Data on policies regarding industrial delicensing and opening to foreign direct investment were compiled from various publications of the Handbook of Industrial Statistics. 37 The Indian government heavily regulates private and public banks, as it considers the banking system an integral tool in its efforts to meet a number of social goals, such as poverty reduction. Indeed, Burgess and Pande (2004) have shown that rural bank branch expansion over the 1980s led to reduction in poverty. 38The absence of an effect of the number of bank branches per capita on rural poverty is not a contradiction to Burgess and Pande (2004) findings. Rural bank branch expansion levelled off after 1987; very few new branches opened throughout the 1990s. The results in Table 8 are robust to including the number of bank branches per capita in 1987 interacted with a post dummy. 39Hanson's definition of exposure to globalization takes into account the share of maquiladora value added, the share of FDI, and the share of imports in state GDP. 40 1.7 Mechanisms So far this paper has established that, whatever the India-wide effects of trade liberalization were, rural areas with high concentration of industries that were disproportionately affected by trade liberalization, experienced slower progress in poverty reduction. There was no measurable impact of liberalization on inequality. In the remainder of the paper, I interpret these results within the framework of the two basic trade theories presented in Section 1.2, highlighting the underlying mechanisms that link trade policy, poverty and inequality. Understanding these mechanisms is crucially important to policymakers seeking to mitigate the unequal impact of trade liberalization on regions within a country. I explore why there is an effect of trade liberalization on regional outcomes by looking at two types of factor mobility: geographical and intersectoral. First, I look at migration patterns in India over time. Finding very little migration, I then examine whether, as the H-O model predicts, there is intersectoral reallocation of labor and capital. There is no evidence of significant reallocation. To determine whether features of the institutional environment may affect trade liberalization, I examine whether the effects of trade liberalization varied with the flexibility of labor laws. I then investigate whether the adjustment came through returns to factors, by looking at the effect of tariff changes on wages and wage premia. I find substantial adjustment in wages and industry premia. 1.7.1 Reallocation Across Regions The regionally disparate effects of liberalization are not consistent with standard trade theory. In a standard trade model with perfect factor mobility across regions, labor would migrate in response to wage and price shocks, equalizing the incidence of poverty across regions. Estimating equation (1.1) would yield an estimate of 3 equal to zero, indicating that the local intensity of liberalization has no effect on local poverty. The interpretation of the estimates of in equation (1.1) as effects of liberalization on regional outcomes is correct if labor is immobile across geographical districts within India in the short to medium-run, that is, if each district constitutes a separate labor market. This represents an immediate departure from standard trade theory. However, actual levels of migration in India 41 contrast sharply with the assumptions of the standard trade model. The absence of mobility is striking. The pattern of migration has also remained remarkably constant through time, with no visible increase after the economic reforms of 1991. Table 1.9 presents some estimates of migration for urban and rural India based on three rounds of the NSS (1983, 1987 and 1999). Overall migration is not low - 20-23 percent of rural and 31-33 percent of urban residents have changed location of residence at least once in their lifetime. However, most migrants are women relocating at marriage: around 40 percent of females in rural and urban India report a change in location, versus 7 percent of men in rural and 26 percent of men in urban locations. The migration most relevant for this study is short-run movement (within the past 10 years) of people across district boundaries or within district across different sectors (i.e. from an urban area to a rural one, or vice versa). Short-run migration figures are low: only 3-4 percent of people living in rural areas reported changing either district or sector within the past 10 years. Once again, the percentage of women relocating is double the share of men. For people living in urban areas, the percentage of migrants is substantially higher. Yet, less than 0.5 percent of the population in rural and 4 percent of the population in urban areas moved for reasons related to economic considerations (or employment). Even the 8 percent level of urban residents who migrated from rural areas reported in Table 1.9 does not indicate substantial rural to urban migration. Since the median urban sector of a district has only one fifth of the population of the median rural sector of a district, the 7.6 percent rural migrants in the median urban district in the 1990s would translate to only 1.6 percent of the median rural district migrating to the city. Thus, rural-urban migration is unlikely to have a significant impact on outcomes in rural districts, though it may have some impact on urban areas. This may be a reason why it is difficult to detect an effect of liberalization in the urban sector. These low migration figures are combined with a second characteristic of India's economy, namely the large and growing disparities in income across Indian states. Ahluwalia (2002), Datt and Ravallion (2002), Sachs et al. (2002), Bandyopadhyay (2003) and others document significant differences in the level of state GDP per capita and growth rate of state output. 42 1.7.2 Reallocation Across Industries and the Effect of Trade Liberalization Reallocation Across Industries - Overall Patterns Even if there is little migration across districts, there could be high levels of reallocation within districts, across industries. In the H-O world, where factors are assumed to be fully mobile across industries, trade liberalization in a labor-abundant country will lead to expansion of the labor-intensive industry, thus benefiting labor and reducing inequality and possibly poverty. Yet, in contrast to the predictions of the H-O model, many developing countries experienced an increase in skill premium and overall inequality in the aftermath of trade liberalization. Moreover, intersectoral reallocation has been very limited (see Attanasio et al. (2004), Wacziarg et al. (2003), Hanson and Harrison (1999)). I therefore investigate whether the evidence from India supports the mechanism of adjustment suggested by the H-O: a contraction of the sectors that experienced a decline in their output price (those that experienced a tariff reduction), and an expansion of those that experienced a relative price increase. Several dependent variables are created for this analysis, using data from the Annual Survey of Industries (ASI). I also conduct robustness checks with the NSS data, because the NSS include agricultural workers and workers in non-traded industries. Following Wacziarg et al. (2003), I define a measure of structural change that accounts for the movement of workers directly from sector to sector as well as sectorally unequal changes in aggregate employment (resulting from population growth and uneven entry into the labor force). Structural change in sector s is measured as the absolute value of the change in a sector's employment share, St, over a certain time period (in this case, two years). CH8 t = St- 2| Excess job reallocation, first defined by Davis et al. (1996), focuses on the movement of labor across sectors, independently of overall employment gains or losses. Denoting employment in sector s at time t as E t : SHt=18Es- 2 Es -EEs 1 XZ JEt 43 Est-21 I The term Es Et - Et-2 measures the total number of employment changes within a 2-year period, from which I subtract the number of job losses or gains that are not offset by a gain or loss in other sectors IFs E t - ZsE t - 2 And finally the third dependent variable isolates the net change in aggregate employment: E >t EMt =A Et -l t- 2 EE1 Figure 1.6 presents the evolution of the three variables over time.4 0 There is no evidence of an increase in job reallocation post 1991. In fact, the measures of excess reallocation and structural change decline until 1996. Consistent with the findings of low structural reallocation, employment shares remained remarkably constant. Table 1.10 presents the correlations of employment shares between 1981 and 1997, based on data from the ASI (Panel A) and NSS (Panel B). The latter includes agricultural workers and workers in non-traded industries, in addition to mining and manufacturing. The correlations between employment shares pre-reform and post-reform exceed 90 percent. In rural India, the correlations are extremely high, but that is largely due to the fact that about 65 percent of workers are involved in the growing of cereals. Regressing industry employment shares from the ASI (at the 3-digit NIC) on industry lagged tariffs, industry and year indicators, and clustering the standard errors at the industry level in order to correct for serial correlation over the 1988-1997 period confirms this conclusion (Table 1.11). The coefficient on lagged tariff is small in magnitude (-0.001) and statistically insignificant. Neither industry output, employment, fixed capital, nor the share of fixed capital are correlated with lagged industry tariffs. A similar exercise with employment shares from the NSS (Table 1.12) for all traded industries as well as separately for agriculture and mining and manufacturing finds no correlation between employment shares and tariffs.4 1 There is thus little evidence H-O style reallocation is occurring in India as a whole. As mentioned previously, the very stable employment pattern in India is consistent with the ex40 It is worth noting that India's average structural change, 0.04-0.1 percentage points, is much lower than Wacziarg et al. (2003)'s estimate of the average structural change across 20 developing countries, which is about 0.35 percentage points. 41 In order to perform the above exercise, I match the 3 versions of industry codes used in the NSS43, 50 and 55th round - respectively, NIC 1970, NIC 1987 and NIC 1998 version. I match these classifications at a more disaggregate level than the official concordance, which bundles almost all agricultural production in one industry. This matching is not immediately obvious in many cases and inevitably introduces additional measurement error. 44 perience of other developing countries. Papageorgiou et al. (1991) study 19 episodes of trade liberalization in less developed countries, finding very little relationship between trade liberalization and shifts in employment. Roberts and Tybout (1996) show that industry exit and entry (one indicator of intersectoral reallocation of labor) do not increase with import competition in their case studies of developing countries. Micro studies, focusing on a specific country, such as Attanasio et al., 2004 (Colombia), Currie and Harrison, 1997 (Morocco), also find little relationship between trade liberalization and intersectoral reallocation. Indeed, these studies show that adjustment occurred through changes in relative wages. In contrast, in the US and Canada, employment exhibits greater sensitivity than wages to trade shocks (Grossman (1986), Freeman and Katz (1991), Revenga (1997), Gaston and Trefler (1993)). Reallocation Across Industries and Labor Laws The 'sluggish' labor market response in developing countries may be institutionally driven through rigidities in the labor market. In a cross-country setting, Blanchard and Wolfers (2000) argue that the interaction of labor market institutions and macroeconomic shocks can explain the rise of equilibrium unemployment in Europe. Caballero et al. (2004) find that job security regulation clearly hampers the creative-destruction process and the annual speed of adjustment to shocks. In a micro study of trade liberalization in Morocco, Currie and Harrison (1997) point out that many firms responded by reducing profit margins and raising productivity rather than laying off workers. Similarly, in India, firms that should have expanded might not have done so for fear of getting stuck with too much labor (Indian growth in manufacturing employment was almost nil during this period except for a sharp rise in 1996). From the point of view of the agricultural workers, the poorest in India, the inflexibility of the labor market is directly related to their outside option. If industries are not expanding, agricultural workers may be unable to switch occupation even in the face of an unfavorable price shock, thus slowing down the exit out of poverty. In India, hiring and firing laws were quite rigid until the amendment of the Industrial Disputes Act in 2001. Since this study focuses on the period before 2000, it is worth briefly outlining the specifics of the labor laws prior to the amendment. Datta Chaudhuri (1996) argues that the primary concern of the worker in the organized sector in India is job security. (This 45 is consistent with an idea developed by Grossman (1984) that unions may extract rents in the form of employment guarantees rather than wages, see also Attanasio et al., 2004). The Industrial Disputes Act, 1947, required firms employing more than 100 workers to seek government permission for any retrenchment, and required giving notice to workers three months prior to any action.4 2 Retrenchment authorizations, however, were almost impossible to get. In theory, employers with 50-99 workers needed only to notify the government, while those with fewer than 50 employees did not need to do even that to shut down. However in practice workers in such firms could appeal to other laws, such as the Indian Contracts Act, 1972, to resist dismissal. To close a plant, a company employing more than 100 workers needed to receive government permission; the government could deny permission for closure even if the company were losing money on the operation (Basu et al., 2000). It was virtually impossible to close an unprofitable factory if the owner was able to pay workers. Instead, the unit was declared sick, and continued to function on the basis of government subsidies (Datta Chaudhari, 1996). Businesses could potentially resort to contract workers, yet the Contract Labour Act put some restrictions on that practice as well. According to the Contract Labour Act, state governments may ban contract labor in any industry in any part of the state (Dollar et al., 2002). Though firms probably found alternative ways to gain some control over the allocation of manpower (such as subcontracting, etc.), in an interview of managers throughout India, Dollar et al. (2002) found that managers would lay-off 16-17 percent of their work force if given the chance. (This estimate is nearly identical to an estimate of the share of redundant labor in manufacturing calculated by Agarwala et al., 2001). Even though the Industrial Disputes Act was passed at the central level, state governments could amend it under the Indian Constitution. Besley and Burgess (2004) examine all the 113 amendments made by state governments between 1958 and 1992 and code them as pro-worker, pro-employer or neutral. Hasan et al. (2003) combine these categories with the ranking of the investment climate in Indian states from a survey of managers conducted by the World Bank (Goswami et al., 2002), in order to classify states as having flexible or inflexible labor laws (Table 1.A3). Using industry-level disaggregated data by states, Hasan et al. (2003) find 42 In fact the only country other than India which has enacted similar laws requiring prior permission of the government before lay-offs and retrenchment is Zimbabwe. 46 that lower protection led to higher elasticity of labor demand, and more importantly that the elasticities are not only higher for states with more flexible labor regulations, but were also significantly affected by trade reforms. If employment is more sensitive to exogenous shocks in output demand conditions in these states, then one is also likely to see more labor reallocation and a higher correlation between the exogenous change in price due to tariffs and employment shares. I turn to the NSS in order to complement Hasan et al. (2003)'s findings on this issue. I calculate two measures of employment shares for each state from the NSS, focusing only on the manufacturing and mining industries (those likely influenced by labor laws). The first measure is the number of workers employed in industry i in state j at time t as a share of total agricultural, mining, manufacturing and service workers in state j at time t, while the second measure is the number of workers employed in industry i in state j at time t as a share of total workers in mining and manufacturing in state j at time t. Unfortunately, once I break down the data by state and by industry there are only a few observations per state-industry (the median state-industry has 3 observations).4 3 I regress these shares on industry tariffs, state-industry fixed effects and time dummies (the unit of observation is industry in a state in a particular year). I cluster the errors at the industry-year level to account for correlations of outcomes of the same industries across different states in India. Confirming the results in Table 1.12, there is no significant correlation between tariffs and employment shares in the sample of all Indian states (Table 1.13, column (1)). I then split the states according to their labor laws, as classified by Besley and Burgess (2004) and modified by Hasan et al. (2003).44 The results are not nearly as stark as the findings of Hasan et al. (2003), but there is some suggestive evidence that reallocation of labor across industries was correlated with industry tariffs in states with flexible labor laws. However, the estimates are not precise enough to estimate the extent of this 43The matching of industry classification across rounds imposes an additional constraint: some agricultural and manufacturing industries (namely in the cotton cleaning, and spinning/weaving industries) are not separately defined in the 55th round. I have not included these industries in the analysis of the manufacturing and mining industries. Their inclusion substantially increases the already large standard errors. 44 Besley and Burgess (2004) classify each state as pro-worker, pro-employer or neutral according to the amendments to the Industrial Disputes Act that the states passed. Hasan et al. (2003) modify this classification noting that certain states, like Maharashtra and Gujarat, though recorded as having pro-worker labor laws, have been pointed as the states with the best investment climate according to a recent survey by Goswami et al. (2002) while Kerala, with pro-employer labor laws, is one of the states with the worst investment climate. 47 difference. Trade Liberalization and Institutional Characteristics As suggested in Section 1.2, the impact of liberalization may vary across states with different legal, institutional, or economic environments. Since Hasan et al. (2003)' study (and the evidence presented above) indicate that there was more reallocation in states with more flexible labor laws, it makes sense to examine whether these differences in the institutional environment affected the impact of liberalization. I thus estimate equation (1.5) for the subsamples of states as in Table 1.13.4 Panel A, B and E of Table 1.14 present the results for poverty rate, poverty gap and mean per capita consumption, while Panel C and D give the results for inequality. This table presents the specification as in Table 1.7 (columns (3) and (8)), which includes pre-reform district literacy, share of SC/ST population, industrial structure, log of per capita expenditures, and trend in the outcome variable interacted with a post dummy in the set of controls. For brevity, I report only the coefficient and standard error of the tariff measure. In column (1) and (3) I use the non-scaled tariffs as an instrument, while in column (2) and (4), I instrument with both the non-scaled tariffs and their pre-reform level. An interesting pattern emerges. Trade liberalization had an effect on poverty and per capita expenditures predominantly in states with less flexible labor laws. Though the standard errors are too large to statistically reject that the effect is equal across subsamples, the point estimates are generally much smaller in magnitude and in some cases even of the opposite sign in the sample of states with flexible labor laws. Though there was no effect of trade liberalization on inequality for India as a whole, trade liberalization seems to have significantly increased relative inequality as measured by the standard deviation of log consumption in states with flexible labor laws. There is a similar pattern, though less clear-cut, when logarithmic deviation is used as a measure of inequality. India's inflexible labor laws have been criticized for limiting the efficacy of policy reforms in other areas, including, for example, export growth. (Sachs, Varshney and Bajpai, 1999). Rajan 45I estimate the effect of trade liberalization on outcomes for subsamples of states only at the district level due to the small number of observations at the region level. 48 (2002) goes as far as writing: "the reforms in India per se are not ex-ante biased towards the capital and skill-intensive sectors and thus 'anti-poor.' Rather, they have become so ex-post mainly because of draconian labour laws and resulting labour market distortions and rigidities." The apparent lack of intersectoral mobility in the short run, fostered by the institutional environment, indicates a departure from the framework of the H-O model when seeking to explain the observed effects on poverty and inequality. The inability of labor to relocate in the short run creates sector-specific rents for employed workers, which suggests the framework of the specific factor model, with labor as the specific factor as presented in Section 1.2. If wages contain a rent component, workers may be willing to trade off wages to preserve jobs. Thus, if workers absorb the bulk of the pressure of the trade policy induced change in relative output price (by giving away rents), it may be possible to maintain employment. This explanation would be consistent with Revenga (1997), who suggests that Mexican workers in manufacturing, who were very unionized and enjoyed sector-specific rents, adjusted primarily through sector-specific wage declines, rather than through employment reallocation in response to trade liberalization. 1.7.3 Industry Premia The final empirical section of this paper explores whether factor returns adjusted in response to liberalization. Using data from the ASI, I construct several measures of industry wage: average payments per worker (including wages and all other payments to workers), the average wage per worker, and the average wage per non-production employee. I regress the log of these wage measures on lagged industry tariffs, and industry and year dummies for the period 19881997. Results are presented in Table 1.11, columns (6)-(8). The average industry wage, and more specifically the wage to workers is positively and statistically significantly correlated with industry tariffs. A 10 percent drop in tariffs leads to a 0.5 percent decrease in industry wages. The result is driven primarily by the wages of workers, rather than non-production employees. Thus, instead of inducing factors to relocate, the change in relative prices stemming from the tariff reductions led to changes in industry specific factor returns. Though the above findings are indicative of the effect of lowering tariffs on industry specific returns, they omit important factors, such as the composition of the industry labor force, which could be driving this correlation. When faced with lower output prices, producers might choose 49 to substitute unskilled for skilled labor, without any change in relative wages, which would lead to a correlation between industrial wages and tariffs similar to what I find in the data. Though the ASI does distinguish between workers and employees, the distinction is relatively crude, and may disguise more subtle changes in the composition of the labor force. Gaston and Trefler (1994) point out that looking at the correlation between average industry (plant level) wage and trade protection may overstate the effect of trade policy on wages precisely for the reasons given above. Even if there were no compositional changes in the labor force, if the returns to education changed concurrently with tariffs, as happened in several Latin American countries, one might falsely conclude that tariff cuts in sectors with large proportion of skilled workers led to an increase in the wage premia (Goldberg and Pavcnik, 2001). In addition the ASI only captures the effects in registered manufacturing, which employs a small fraction of the Indian labor force. Individual-level data from the NSS Employment/Unemployment surveys can help overcome these concerns. Industry premia in 1982, 1987, 1993 and 1999 are calculated using standard techniques in the literature (see Krueger and Summers, 1988). I then regress industry premia Pjt on lagged industry tariffs, industry and time dummies: Pjt =/' LagTariffjt + Ij + -yt + cjt (1.6) The inclusion of industry dummies controls for time invariant political economy factors that might affect both the cross sectional variation across industry tariffs and wage premia, thus inducing spurious correlation between the two variables (though, as pointed out in Section 1.5.2, there is little evidence that, during the time period studied, changes in tariffs were correlated with any economic or political factors). Since the dependent variable in the second stage is estimated, equation (1.6) is estimated using weighted least squares, with the weight equal to the inverse of the standard deviation of the estimated Pjt. This puts higher weight on industries whose premia are estimated more precisely. Errors are clustered by industry to allow for serial correlation. The results are presented in Table 1.15. I run the regression for the industry premia estimated from the urban and rural sample of the NSS separately (panel 1 and 2). Since a very 50 low percentage of people report a non zero wage in rural sample of the 43rd (1987) round (7 percent versus 30 percent in the other rounds), I use the wage premia for the 38th (1983) round instead, to which I assign the earliest available 1987 tariffs. Columns (1), (3) and (5) presents results for all three rounds (38, 50, 55), while in columns (2), (4) and (6) only data from the 38th and 55th rounds were used. The estimates indicate that there is a positive statistically significant relationship between industry wage premia and tariffs in the urban sample. While this result is not statistically significantin the rural sample, the point estimates are virtually identical to the ones in the urban sample. It appears that the measurement error resulting from the unreliable wage data in the rural 43rd round biases the rural sample toward finding no relationship. Workers in more protected industries receive higher wages than observationally identical workers in less protected industries. The point estimate of 0.14-0.16 is in line with the previous findings on the relationship between average industry wage and tariffs, based on the ASI database. The magnitude of the effect is substantial. The average industry experienced a tariff decline of about 65 percentage points between 1991 and 1997, which would translate in about 9 percentage point decrease in the real wage premium. (0.14*0.65). For industries which experienced the largest decline in tariffs (180 percentage points), the effect would be a 25 percentage points decrease in wage premium. This effect is not driven by mining and manufacturing, but also holds for wage-earners in agricultural industries. If only traded agricultural industries are included in the sample (columns (3) and (4)), the point estimate in fact increases to 0.28 suggesting that workers in the average agricultural industries saw a 17 percentage points reduction in their wage premia. 1.8 Discussion and Conclusion The available evidence indicates that trade liberalization did not lead to significant reallocation of factors across industries. Rather, adjustment to changing tariffs occurred through the price system: relative returns to specific labor absorbed the change in product prices. How far does the decrease in industry wage premia go towards explaining the relative increase in and deepening of poverty, and the rise in inequality, in certain areas? Figure 1.7 plots the cumulative density of log per capita expenditure by broad industry affiliation (agriculture traded, agricul- 51 ture nontraded, mining and manufacturing and other nontraded) for the urban and rural sample and according to the 43rd and 55th round of the NSS.4 6 While workers in manufacturing and traded agricultural industries are poorer than the relatively few and well-off workers in nontraded non-agricultural industries (services, transport, construction, etc.), by far the poorest are cultivators and agricultural workers involved in non-traded agricultural industries. Thus, while the fall in the wages of workers in certain traded industries (those who felt the direct effect of trade liberalization) may have pushed them below the poverty line, and a lower demand for products and services from other agents in the economy may have amplified the shock, it is unlikely that the fall of wages in the affected industries can fully explain the slowdown in poverty reduction in areas with inflexible labor laws. The most likely explanation for the relative increase in poverty as a result of trade liberalization is the slower rate of growth of the relatively richer formal non-agricultural industries in areas with inflexible labor laws. Besley and Burgess (2004) argue that pro-labor legislation, as measured by amendments to the Industrial Disputes Act, caused slower growth in registered (formal) manufacturing sectors. Aghion et al. (2004) find that the negative effect of pro-worker labor regulations was strengthened after the 1991 liberalization. Menon and Sanyal (2004) show that investment projects initiated in the second half of the 1990s are less likely to be located in states with pro-worker labor laws. This suggests that flexible labor laws eased the shock of liberalization by facilitating reallocation of factors, and enhancing overall faster growth, while the slower growth in areas with inflexible labor laws was less able to pull people out of poverty. The findings on the role of labor laws are of course indicative rather than definitive as states that adopted flexible labor laws may be different in various other dimensions, such as attitude towards business, preferences for faster economic growth, urbanization etc. The mechanisms discussed above are consistent with a specific factor model of trade in which labor is the specific factor in the short run. Rigid labor markets prevented the reallocation of factors in the face of trade liberalization in certain areas. Changes in relative output prices led to changes in relative sector-returns to the specific factors. The reduction in income resulting from trade liberalization may have led manufacturing workers (particularly those not at the top 46Due to the incomparability of consumption data across the 43rd and 55th round in the Consumption Schedule of the NSS, data on consumption from the Employment-Unemployment Schedule of the NSS were used for this exercise. 52 of the wage distribution prior to reforms) to fall below the poverty line. However, this effect was likely dwarfed by the slower overall growth in registered manufacturing employment in areas with pro-worker labor laws. In contrast, areas where reallocation was easier, and growth was faster, (because of labor laws or other environmental characteristics) were shielded from the effect of trade liberalization. In those areas, the changes in the income distribution seem to have taken place in the high end, as some workers tapped into the benefits of liberalization, thus increasing the consumption inequality. The findings in this study are important from a policy perspective: an increasing number of developing countries are pursuing trade liberalization to achieve faster economic growth, increased living standards, and poverty reduction. Though this paper does not measure whether the overall effect of trade liberalization on income growth and poverty alleviation was positive or negative, it establishes that different areas and segments of the population experienced differential effects of trade liberalization. Those areas that were more exposed to potential foreign competition did not reap as much of the benefits (or bore a disproportionate share of the burden) of liberalization in terms of poverty reduction. Institutional characteristics mattered. Laws that hindered the movement of factors across sectors of the economy exacerbated this adverse effect. The implementation of additional policies to redistribute some of the gains of liberalization from winners to losers may both mitigate the effects on inequality, and increase the political feasibility of liberalization. Creating a flexible institutional environment will likely minimize the need for additional interventions. 1.9 Appendix Industry Premia An industry wage premium represents the portion of an industry wage that cannot be explained through worker or firm characteristics. It can be interpreted as industry rents, or returns to industry specific skills that are not transferable in the short run, and is particularly relevant in the presence of imperfect competition and/or in cases in which labor mobility is constrained (Attanasio et al, 2004). In the case of India, there is substantial evidence that wages for observationally equivalent tasks differ across industries, consistent with the previously presented evidence on limited intersectoral mobility. 53 To investigate the effect of trade liberalization on industry wage premia, I follow the labor literature and employ a two-stage estimation framework. In the first stage, individual level data from 4 different NSS rounds (1983, 1987, 1993, and 1999), are used to estimate separate cross section wage equations. in wijt Iijt Pjt + Xijt ·yt + Eijt where wijt is log wage for individual i in industry j in year t, Iijt is a dummy indicating industry of occupation, and Xijt is a vector of human capital and demographic controls such as: education, age, gender, marital status, religion, caste, nine occupation dummies, and geographic location expressed as state dummies. The coefficients Pjt on industry dummies ijt reflect the "value" of a person's industrial affiliation (industries are reported at the 3-digit NIC level in the NSS).47 The industry dummies are jointly significant and generally individually significant as well (results are available from the author). Following Krueger and Summers (1988), the omitted industry is assumed to have a zero premium. The measure of industry wage premium used is the difference between the industry premium and the employment-weighted average wage differentials across all industries. This premium is the proportionate difference in wages between an employee in a given industry and the average employee in all industries with the same observable characteristics. 1.10 Bibliography Agarwala, Ramgopal and Zafar Khan. "Labor Market and Social Insurance Policy in India: A Case of Losing on Both Competitiveness and Caring." International Bank for Reconstruction and Development/World Bank, Stock Number 37168, 2001. 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India's Economic Reforms in Comparative Perspective." in India in the Era of Economic Reforms eds. J. Sachs, A. Varshney and N. Bajpai, 1999. Verhoogen, Eric. "Trade, Quality Upgrading and Wage Inequality in the Mexican Manufacturing Sector: Theory and Evidence from an Exchange-Rate Shock." Center for Labor Economics, UC Berkeley, Working Paper No. 67, January 2004. 60 Wacziarg, Romain and Jessica Seddon Wallack. "Trade liberalization and intersectoral labor movements." Stanford Graduate School of Business Working Paper, 2003. Wei, Shang-Jin and Yi Wu. "Globalization and Inequality: Evidence from within China." NBER Working Paper No. 8611, November 2001. 61 Table 1.1 Tariff Declines and Pre-Reform Industrial Characteristics DepVar: Tariffl987-Tariffl997 (1) (2) (3) (4) (5) (6) (7) (8) Panel A. Evidence from the ASI Log Real Wage 0.037 (0.062) 0.312 (0.399) Share of Non-production Workers 0.013 Capital Labor ratio (0.025) 0.019 (0.020) Log Output 0.000 (0.000) Factory size Log Employment -0.002 (0.016) Growth Log Output 82-87 -0.038 (0.061) Growth Log Employment 82-87 0.024 (0.083) R2 Obs Log Per Capita Expenditure 0.093 135 0.096 0.091 135 135 0.096 0.094 0.090 0.092 0.091 135 134 135 135 135 Panel B. Evidence from the NSS, Rural and UrbanPooled -0.040 (0.051) -0.002 Log Wage (0.033) Poverty Rate 0.019 (0.113) -0.205 (0.339) Poverty Depth R2 0.06 0.07 0.06 0.06 Obs 315 274 315 315 Note: Robust standard errors in parentheses. Significance at the 10 percent level of confidence is represented by a *, at the 5 percent level by **, and at the 1 percent level by ***. All regressions include indicators for industry use type: i.e. Capital goods, Consumer Durables, Consumer Non Durables, and Intermediate. In Panel A, regressions are weighted by the square root of the number of factories. Data are from the 1987 ASI and cover mining and manufacturing industries. In Panel B, regressions are weighted by the square root of the number of workers in each industry in the 1987 NSS. Urban and Rural sample are pooled and an indicator for urban is included. Separate regressions for the urban and rural sample exhibit similar patterns. Note that cereals and oilseeds cultivation has been treated as a non-traded industry, because imports of these agricultural products were canalized (restricted only to state trading monopolies) until 2000. Table 1.2 Summary Statistics RURAL 38TH ROUND 1983 Variable Poverty Rate Poverty Gap Std Dev Log Consumption Logarithmic Deviation Log Per Capita Consumption Obs 364 364 364 364 364 Mean 0.435 0.120 0.501 0.139 4.736 Std. Dev. 0.173 0.067 0.058 0.036 0.195 URBAN 38TH ROUND 1983 Variable Poverty Rate Poverty Gap Std Dev Log Consumption Logarithmic Deviation Log Per Capita Consumption RURAL 43rd ROUND 1987 Variable Poverty Rate Poverty Gap Std Dev Log Consumption Logarithmic Deviation Log Per Capita Consumption Poverty Rate Change in the 80s Poverty Gap Change in the 80s Std Dev Change in the 80s Logarithmic Deviation Change in the 80s Log Per Capita Consumption Change in the 80s Tariff TrTariff Agricultural Tariff Mining and Manufacturing Tariff FDI Licensed Industries Number of Banks per 10,000 people Percent Literate Percent SC/ST Percent Farmers Percent Manufacturing Percent Mining Percent Service Percent Trade Percent Transport Obs 364 364 364 364 364 364 364 364 364 364 364 364 364 364 364 364 364 364 364 364 364 364 364 364 364 Mean 0.375 0.090 0.459 0.121 5.060 -0.060 -0.029 -0.041 -0.018 0.324 0.081 0.883 0.822 0.909 0.000 0.323 0.644 0.368 0.293 0.816 0.056 0.005 0.065 0.032 0.013 Std. Dev. 0.195 0.064 0.080 0.046 0.253 0.163 0.062 0.075 0.047 0.181 0.080 0.096 0.142 0.042 0.000 0.158 0.252 0.137 0.161 0.103 0.045 0.014 0.037 0.020 0.011 RURAL 55th ROUND 1999 Variable Poverty Rate Poverty Gap Std Dev Log Consumption Logarithmic Deviation Log Per Capita Consumption Tariff TrTariff Agricultural Tariff Mining and Manufacturing Tariff FDI Licensed Industries Number of Banks per 10,000 people Obs 361 361 361 361 361 361 361 361 361 361 361 361 Mean 0.242 0.048 0.462 0.116 5.758 0.026 0.306 0.236 0.341 0.223 0.071 0.773 Std. Dev. 0.138 0.035 0.102 0.042 0.262 0.022 0.061 0.077 0.022 0.114 0.136 0.300 Obs 359 359 359 359 359 Mean 0.449 0.125 0.542 0.165 5.034 Std. Dev. 0.140 0.049 0.063 0.041 0.182 URBAN 43rd ROUND 1987 Variable Poverty Rate Poverty Gap Std Dev Log Consumption Logarithmic Deviation Log Per Capita Consumption Poverty Rate Change in the 80s Poverty Gap Change in the 80s Std Dev Change in the 80s Logarithmic Deviation Change in the 80s Log Per Capita Consumption Change in the 80s Tariff TrTariff Agricultural Tariff Mining and Manufacturing Tariff FDI Licensed Industries Number of Banks per 0,000 people Percent Literate Percent SC/ST Percent Farmers Percent Manufacturing Percent Mining Percent Service Percent Trade Percent Transport Obs 353 353 353 353 353 351 351 351 351 351 362 362 362 362 362 362 362 362 362 362 362 362 362 362 362 Mean 0.254 0.058 0.503 0.150 5.384 -0.195 -0.066 -0.038 -0.014 0.351 0.172 0.891 0.782 0.915 0.000 0.359 0.647 0.591 0.154 0.194 0.191 0.013 0.264 0.217 0.073 Std. Dev. 0.167 0.051 0.110 0.074 0.274 0.144 0.049 0.114 0.079 0.227 0.085 0.083 0.090 0.057 0.000 0.161 0.256 0.094 0.064 0.101 0.088 0.041 0.073 0.045 0.025 URBAN 55th ROUND 1999 Variable Poverty Rate Poverty Gap Std Dev Log Consumption Logarithmic Deviation Log Per Capita Consumption Tariff TrTariff Agricultural Tariff Mining and Manufacturing Tariff FDI Licensed Industries Number of Banks per 10,000 people Obs 350 350 350 350 350 350 350 350 350 350 350 350 Mean 0.148 0.030 0.533 0.159 6.161 0.061 0.318 0.212 0.336 0.255 0.082 0.777 Std. Dev. 0.107 0.027 0.089 0.054 0.271 0.030 0.044 0.052 0.030 0.136 0.125 0.307 Table 1.3 First Stage. Relationship Between Scaled and Non-Scaled Tariffs DepVar: Tariff I. RURAL (1) II. URBAN (2) (3) (4) Panel A. Whole Sample TrTariff 0.356 *** (0.090) TrTariff*Post 0.633 *** (0.089) 0.288 0.407 *** (0.091) TrTariff 0.84 728 (0.118) 0.91 724 0.86 728 Panel B. States with Flexible Labor Laws 0.688 *** 0.539 0.276 * (0.151) (0.156) TrTariff*Post 0.320 0.91 724 *** 0.82 266 (0.156) 0.041 (0.157) 0.94 270 0.94 270 *** 0.86 266 0.586 (0.082) (0.084) R2 Obs *** 0.214 * *** (0.051) R2 Obs 0.687 (0.150) *** Panel C. States with Inflexible Labor Laws TrTariff 0.487 (0.100) *** 0.606 *** (0.101) 0.255 0.89 428 0.90 428 (0.100) R2 Obs 0.86 432 0.87 432 0.641 (0.240) 0.265 (0.181) 0.169 * TrTariff*Post *** (0.088) *** Note: All regressions include year and district dummies. Standard errors (in parentheses) are corrected for clustering at the state year level. Regressions are weighted by the square root of the number of people in a district. Significance at the 10 percent level of confidence is represented by a *, at the 5 percent level by **, and at the 1 percent level by ***. 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It C o C oo - _ O a) .-- 00 c5N 0, c 0 _ Cl o 6 N 00 00 - 0o i0 6 N00 a : 0 0 0w a) - *c~C)0 0 I) '4 a) Ut a) 0 'A O H a _0 0 0 C-.. F- d a1) t- 0 H 0 H 0 0 a) a) C >0 0. > a), tr) n 0 0 iI 0 oo 0 C ,t-00 C). 06 .CI 0 ~~r - 0 o >HE. o~~~~~~~~~~~t1 .) >I 0 i a) Cto Ucd ", ¢- Cl- C 0- , 0l 00 O _Cl oo , 00 -4 O iOC i0 - _ 6C5 0· C) 0', 0 I o- I ? m CO *. 4- Cj i C2 00 ^ t 00 t- ID - HC 00 6 rj Cl FI (- C4 Cl 0> Cl * t-0\ - Cl 0 ^ 0 0 C.)n CO ,.-4 't ClN - I- M 00 0od 6 C c:, CD6 .w C) 00 C4q CO w ; 0 Cl 0> © 1o 04''' -4 C) Cl Cl - o 0 o2 0 0 04 -o 0 ~ 0 0 CC C)- ._Cj 0 -o 0C) 0 0 C) - F- *4$13 Cl (.+ CZ - 000 C)0 0 EH t C) "T C C.) -00 0 <' C1) 0z 03 04- -4 t . - t00 -4 CO - -4> -0Sn Cl Cl C)0 04 C) C) q 0 C) 06 00 Cl o C) o -' 0 - . '0~g 0C)I ° 04 C~ _ - 0- Hn C's 0 Ct . C W .- CO 5 -4 CO _ 0 c- CO - 2* C)o-0-4 - 4 UO tr C. .0 o' _Clo 0 Cl IN Cl 0 00' C) -C) .0 '0 Cl w CO 0 C) ':1- , C .0 CA ,o 0 (4 0 .) 0 Cl C) (-4 0 0)o Cl - H C) P.0 C) .- 0EcEo 0 C) ' s:Cl?' c;3 - o 0 0 U Cl . Cl4 o " Cl4 ._ C/) >0- > 0 6 * o:o ©- (-4 cl '4C) . > w~ -4 0H 0 C) 0T-4 C) Cl 00 C) 004 W :0.0 C) C C) 0 Wz C) (4-4 L (4- In C) In ©0 0 CO C1) (4.F-4 CO H -0 ¢, CZ H FC (I .0 0 H .0 O Z) ; _0 co; _ Table 1.6 Correlation Between Pre-Reform Level of Outcomes and Tariff Change I. RURAL Tariff Change OLS RF IVTrTariff IV-TrTariff, Init TrTariff OLS RF (1) (2) (3) (4) (5) (6) Panel A. Dependent variable: Poverty Rate -0.457 0.101 -0.716 * -0.416 ** (0.384) (0.165) TrTariff Change R2 Obs Tariff Change II. URBAN (0.270) (0.417) -0.129 0.299 364 0.306 364 (0.042) TrTariff Change 0.291 364 0.354 353 (0.101) -0.074 (0.083) (0.109) 0.262 364 0.260 364 (7) (8) -1.134 (0.754) (0.637) 0.351 353 0.353 353 -0.290 (0.218) -0.223 (0.198) 0.296 353 0.297 353 -0.101 (0.358) 0.072 (0.312) 0.096 353 0.098 353 -0.033 (0.221) 0.004 (0.206) 0.063 353 0.063 353 -0.983 ** -0.077 (0.066) *** (0.026) R2 Obs 0.354 353 Panel B. Dependent variable: Poverty Gap -0.225 ** -0.007 -0.210 * *** IV-TrTariff, Init TrTariff -0.303 (0.230) -0.150 (0.112) 0.306 364 IVTrTariff 0.257 364 0.255 364 0.297 353 0.295 353 Panel C. Dependent variable: StdLog Consumption Tariff Change TrTariff Change R2 Obs -0.365 (0.273) -0.039 (0.154) -0.245 (0.248) 0.114 (0.218) -0.027 -0.119 (0.102) 0.057 364 0.067 364 (I0.093) 0.023 364 0.043 364 0.098 353 0.098 353 Panel D. Dependent variable: Log Deviation of Consumption Tariff Change -0.021 (0.070) TrTariff Change R2 Obs -0.106 (0.159) -0.060 (0.135) 0.064 (0.123) -0.035 (0.056) 0.051 364 0.053 364 -0.009 (;0.058) 0.044 364 0.049 364 0.063 353 0.063 353 Panel E. Dependent variable: Log Mean Per Capita Expenditures Tariff Change 0.506 ** 0.400 (0.470) (0.254) TrTariff Change R2 Obs -0.051 (0.322) 0.131 (0.134) 0.410 364 0.402 364 3.391 **I (1.161) 1.757 *** (0.637) 0.905 2.951 **= (1.005) *** (0.349) 0.409 364 0.399 364 0.427 353 0.435 353 0.414 353 0.420 353 Note: Standard errors (in parentheses) are corrected for clustering at the state year level. Regressions are weighted by the square root of the number of people in a district. Tariff change is define as Tariffl 987-Tariffl 997 (generally a positive number). In all regressions I control for industrial composition in the district in 1987: namely, percent manufacturing workers, percent farmers, percent workers in trade, transportation and services, as well as percent literate and share of scheduled caste and scheduled tribe population. Significance at the 10 percent level of confidence is represented by a *, at the 5 percent level by **, and at the 1 percent level by ***. Table 1.7 Effect of Trade Liberalization on Poverty and Inequality at the District Level in Rural India Controlling for Initial Characteristics (1) I. IV-TrTariff (3) (2) (4) (5) (6) II. IV-TrTariff, Init TrTariff (7) (8) (9) (10) Panel A. Dependent variable: Poverty Rate. District Level (Obs=725) Tariff Measure Logmean -0.607 *** -0.434 ** (0.232) (0.217) 0.469 *** (0.035) Trend -0.441 (0.281) 0.340 *** (0.044) -0.322 *** (0.067) Lagged 43 Tariff Measure Logmean -0.235 *** -0.175 *** (0.075) (0.066) 0.161 *** (0.015) Trend -0.346 (0.242) -0.444 ** (0.208) -0.670 *** (0.040) -0.419 *** (0.123) -0.418 *** (0.141) -0.426 *** (0.163) 0.469 *** (0.034) (0.066) (0.062) (0.063) 0.162 *** (0.015) -0.782 *** (0.045) Lagged 43 (0.069) -0.481 *** -0.456 *** (0.164) (0.134) -0.665 *** -0.417 *** (0.039) (0.120) Panel B. Dependent variable:Poverty Gap. District Level (Obs= 725) -0.196 ** -0.124 ** -0.077 -0.118 * -0.121 ** (0.090) 0.126 *** (0.013) -0.319 *** (0.064) -0.522 ** (0.206) 0.338 *** (0.041) -0.322 *** (0.067) -0.177 ** (0.080) 0.126 *** (0.013) -0.318 *** (0.064) -0.576 *** (0.144) -0.118 *** -0.118 *** (0.042) (0.041) -0.778 *** -0.576 *** (0.044) (0.131) Panel C. Dependent variable.:StdLog Consumption.District Level (Obs= 725) Tariff Measure -0.192 (0.258) Logmean Trend -0.244 (0.260) -0.258 (0.249) -0.140 * ** -0.047 (0.035) (0.040) -0.635 *** (0.063) Lagged 43 0.075 (0.313) -0.057 (0.232) -0.752 *** (0.069) -0.382 (0.278) -0.083 (0.197) -0.078 (0.203) -0.136 *** (0.035) -0.175 ((0.187) -0.045 (0.041) ( -0.635 *** I(0.063) 0.081 (0.287) 0.006 (0.202) -0.752 *** -0.410 (0.068) (0.261) Panel D. Dependent variable: Log Deviation of Consumption.District Level (Obs=725) Tariff Measure -0.009 (0.131) Logmean Trend -0.037 (0.120) -0.078 *** (0.018) -0.095 (0.098) -0.031 * (0.018) -0.584 *** (0.100) Lagged 43 0.066 (0.128) 0.044 (0.108) -0.803 *** (0.043) -0.570 * (0.309) -0.005 (0.081) -0.004 (0.082) -0.077 *** (0.019) -0.079 (0.074) -0.030 (0.019) -0.584 *** (0.100) 0.032 (0.124) 0.020 (0.097) -0.801 *** -0.547 * (0.043) (0.309) Panel E. Dependent variable: Log Mean Per Capita Expenditures (Obs=725) Tariff Measure 0.668 * ((.374) 0.647 (0.431) 0.446 (0.378) Logmean Trend Lagged 43 0.664 * (0.359) -0.010 (0.186) -0.713 *** (0.059) 0.491 ** (0.243) 0.605 (0.374) 0.503 * 0.490 ** (0.287) (0.243) -0.022 (0.187) -0.714 *** (0.057) -0.602 *** (0.074) -0.010 (0.186) -0.601 *** -0.022 (0.072) (0.187) I r ,'1 r' Note: All regressions include year, district dummies, state labor laws-year dummies and pre-reform literacy, share of SC/ST population and industrial structure interacted with a post dummy. Regressions are weighted by the square root of the number of people in a district. The data are from the 43rd and 55th rounds of the NSS. Standard errors (in parentheses) are corrected for clustering at the state year level. Significance at the 10 percent level of confidence is represented by a *, at the 5 percent level by **, and at the 1 percent level by ***. In columns (1)-(5), the district tariff is instrumented by the non-scaled tariff. In columns (6)( 10), the district tariff is instrumented by the non-scaled tariff and the interaction of pre-reform non-scaled tariff and a post dummy. In column (5) and (10) the level of the lagged dependent variable is instrumented with the value of the dependent variables in 1983. Table 1.8 Effect of Trade Liberalizationon Poverty and Inequality in Rural India Controllingfor Initial Characteristicsand Other Reforms (1) Tariff Measure (2) -0.573 *** -0.446 ** (0.222) (0.201) 0.485 *** Logmean (0.034) Trend I. IV-TrTariff (3) (4) (5) (6) II. IV-TrTariff,Init TrTariff (7) (8) (9) Panel A. Dependent variable:Poverty Rate. District Level (Obs=725) -0.375 -0.447 ** -0.428 -0.413 *** -0.402 *** (0.274) (0.236) (0.202) (0.149) (0.152) 0.353 *** 0.486 *** (0.043) (0.033) -0.310 *** FDI opened industries License industries Bank branchesper capita Tariff Measure -0.051 (0.059) 0.008 (0.059) -0.215 *** (0.057) 0.050 (0.077) 3802 *** 1013 (789) (766) -0.224 *** (0.073) Logmean -0.134* (0.073) 0.069 (0.074) 1285 (861) -0.691 *** -0.441 *** (0.040) (0.135) -0.210 *** (0.049) 0.028 (0.090) -131 (924) -0.152 *** (0.055) 0.020 (0.074) 1293 (1125) -0.688 *** -0.055 (0.059) 0.012 (0.059) 3787 *** (771) -0.216 *** (0.054) 0.051 (0.075) 1001 (770) -0.313 *** -0.797 *** License industries Bank branches per capita Tariff Measure -0.064 *** (0.020) 0.012 (0.021) 260 1213 *** (232) (224) -0.175 (0.255) Logmean -0.028 (0.024) 0.021 (0.021) 330 (267) -0.049 *** (0.018) 0.007 (0.023) -235 (262) -0.011 (0.019) 0.000 (0.017) 1204 *** (224) -0.066 *** (0.021) 0.014 (0.021) 242 (219) -0.622 *** License industries Bank branches per capita Tariff Measure (0.074) -0.006 (0.048) -0.005 (0.050) 1050 (1059) -0.316 (0.324) -0.054 (0.053) 0.037 (0.052) 1090 (1032) -0.040 (0.049) 0.054 (0.045) 1964 * (1091) -0.002 (0.119) Panel D. Dependent variable: Log Deviation of Consumption.District Level (Obs= 725) -0.022 -0.089 0.066 0.040 0.008 0.007 (0.116) (0.097) (0.132) (0.104) (0.081) (0.083) -0.078 *** -0.029 * -0.077 *** (0.018) (0.017) (0.018) Trend -0.092* (0.049) 0.070 (0.044) 1109 (1075) -0.045 (0.050) 0.059 (0.046) 1922 * (1109) -0.579 *** FDI opened industries License industries Bank branches per capita -0.029 (0.022) 0.037 ** (0.018) 704 (518) -0.039 (0.026) 0.024 (0.023) 423 (436) -0.028 (0.024) 0.022 (0.022) 324 (268) -0.162 (0.193) -0.048 (0.039) -0.049 *** -0.607 *** (0.147) -0.040 *** (0.017) 0.006 (0.022) -227 (268) (0.015) 0.005 (0.019) 110 (342) 0.080 (0.295) 0.004 (0.204) -0.754 *** (0.074) -0.006 (0.048) -0.005 (0.050) 1050 (1056) -0.356 (0.295) -0.051 (0.052) 0.035 (0.051) 1081 (1042) -0.057 (0.051) 0.035 (0.052) 1226 (962) -0.070 (0.076) -0.028 * (0.017) 0.031 (0.128) 0.021 (0.095) -0.805 *** -0.463 (0.388) -0.025 (0.032) 0.015 (0.026) 253 (455) (0.102) -0.806 *** -0.055 ** (0.023) 0.044 ** (0.017) 258 (510) 0.129 *** (0.014) -0.579 *** (0.102) Lagged 43 -0.115 *** (0.042) -0.622 *** -0.089* (0.049) 0.067 (0.042) 1119 (1057) Logmean -0.152 *** (0.052) 0.021 (0.073) 1291 (1117) (0.068) -0.754 *** -0.054 (0.052) 0.033 (0.051) 1249 (964) -0.113 *** -0.794 *** (0.069) FDI opened industries (0.043) -0.207 *** (0.046) Panel C. Dependent variable: StdLog Consumption.District Level (Obs=725) -0.244 0.084 -0.066 -0.061 -0.063 (0.251) (0.318) (0.228) (0.201) (0.208) -0.147 *** -0.050 -0.142 *** (0.036) (0.038) (0.036) Lagged 43 -0.169 ** (0.082) -0.604 *** (0.160) -0.039 ** (0.016) 0.005 (0.019) 115 (366) -0.213 (0.260) Trend (0.047) 0.025 (0.088) -103 (948) (0.063) (0.047) -0.008 (0.018) -0.002 (0.017) -0.132 * (0.069) 0.067 (0.074) 1304 (894) -0.441 *** (0.133) -0.312 *** (0.063) FDI openedindustries 0.350 *** (0.040) (0.039) Panel B. Dependent variable:Poverty Gap.District Level (Obs=725) -0.190 ** -0.085 -0.118 -0.122 * -0.117 * (0.093) (0.068) (0.073) (0.066) (0.069) (0.063) 0.128 *** 0.166 *** 0.168 *** (0.017) (0.015) (0.017) Lagged 43 -0.445 *** (0.129) (0.068) -0.181 *** Trend -0.464 *** (0.156) -0.310 *** (0.068) Lagged 43 -0.495 ** (0.203) (10) (0.046) -0.003 (0.024) -0.006 (0.022) 246 (452) -0.492 (0.404) -0.023 (0.033) 0.013 (0.027) 251 (458) -0.056 ** (0.023) 0.044 ** (0.018) 257 (509) -0.030 (0.023) 0.038 ** (0.019) 696 (519) -0.039 (0.026) 0.025 (0.024) 418 (436) (0.047) -0.002 (0.024) -0.007 (0.021) 250 (443) . . Note: All regressionsincludeyear, district dummies, state labor laws-yeardummies and pre-reformliteracy, shareof SC/STpopulation and industrialstructureinteractedwith a post dummy. Regressionsare weighted by the squareroot of the number of people in a district/region.The data are from the 43rd and 55th roundsof theNSS. Standard errors (in parentheses) are corrected for clustering at the state year level. Significanceat the 10percent level of confidenceis representedby a *, at the 5 percent level by **, and at the percent level by ***. In columns (l)-(5), thedistrict tariff is instrumentedby thenon-scaled tariff. In columns (6)-(10),the districttariff is instrumentedby the non-scaled tariff and the interactionof pre-reform non-scaled tariff and a post dummy. In column (5) and (10) the level of the lagged dependentvariable is instrumentedwith the value of the dependentvariablesin 1983. II , Il I r 0 ' o I - o / o ON~ 0 ON ;1iL '( ! - 66 ON o0 0N 0L r I 0a C 0 Cl r 0 0o0 66 ON Cl \0 m l o o o-0 N 0 Cl o - 00 ON 00 e~ 6 - - Co C CD 0 'N 00 - ON 0 00 N o o C 00- ~ C r- oo o CD 0 0° 00 6 6 6 0 CD - C0 C *g o 00 o o o: o 00 0 C, o0 - 0 6. Co Cl - 0 0 000 -'. 0 - 0 66~~~~~~~~~~~ - 0 66 O 0 6 ' o o c5 ~ o \0 00 ~ ,- Ch 0 0 o c cl - DCD o ON "0 - 0 Cl 66 0 0 6 cr0 ON O 6 O - o00 oo '- - 0 0 Cl _ 00 o c5 66 66 6 . c u''t~ 0 0 - o oI 0 o c~ ON o o ! 0 o - 0 0 - IE xo o C' - -0 0N N r- 6 0 _ '.0 r- e Co o C 0 o 66o I1 E: I0 .o 0 C OJ) ;3C..' ct oCl N 0- - C I ) ) sz s 0N ('-4 Cl Cl CD 6 60f ON 0 C, 't OnN o r..C 0) Hc 3' 00 o O~ o o 6o C ON l o o66 e '(N C 6 60)0 6C, 6 -C 0 o o ( 0 o o o o o 0 o rN o Cl e'N 00 - - 6 0 00 0 C s C 0 0 0 It O C - 00 r O , o o CO CO 0 o CO 0. c r CO .O_ C3 = E 2 . Co -O 5O CO .C s .° 0 00 0 o Cs I'd . Ct o E0 CO 3 O0), _) ~ V ~ ~ ~5C-) CO~ O 0) C00U) CO o o. 0CO 0O o0 -O C u: u .t 0 50 S..T U) C.)C CO~~~~~~L ) CO ~-. _-C ._ 3~ CO C _ I >., > - U C CO CO 0) 0E 0. ) - , U) 0. L; ._~ 3 5, - UD CO - 20 '- .CO 0s . 0) C CO . _ .CO ._ o > ~o*. 0 -O -0- o C. , 0) 0) cO 0 >; 0 CO -O u 0 o Table 1.10 Industry Shares in Overall Employment. Correlations Over Time. Panel A. Manufacturing sector. Annual Survey of Industries Correlations Based on 2-digit NIC 1981 1981 1.00 1987 1991 1997 0.96 0.95 0.91 1987 1.00 0.99 0.96 1991 1.00 0.98 Correlations Based on 3-digit NIC 1997 1.00 1981 1987 1991 1997 1981 1.00 0.96 0.95 0.90 1987 1991 1997 1.00 0.98 0.96 1.00 0.98 1.00 1987 1993 1999 1.00 0.98 0.92 1.00 0.95 1.00 Panel B. All sectors. National Sample Surveys, 38th, 43rd, 50th and 55th round RURAL 1983 1987 1993 1999 1983 1.00 1.00 1.00 1.00 URBAN 1987 1.00 1.00 1.00 1993 1.00 1.00 1999 1.00 1983 1987 1993 1999 RURAL: Mining and Manufacturing 1983 1983 1.00 1987 1993 1999 0.99 0.94 0.90 1987 1.00 0.95 0.91 1993 1.00 0.91 RURAL: Sevices, Trade, Transport,Construction 1983 1987 1993 1999 1983 1.00 0.96 0.95 0.84 1987 1.00 0.95 0.88 1993 1.00 0.96 1983 1.00 0.99 0.97 0.88 URBAN: Mining and Manufacturing 1999 1.00 etc. 1983 1987 1993 1999 1987 1993 1999 1.00 0.96 0.91 1.00 0.93 1.00 URBAN: Sevices, Trade, Transport,Construction 1999 1.00 1983 1.00 0.98 0.94 0.90 1983 1987 1993 1999 1983 1.00 0.99 0.98 0.92 etc. 1987 1993 1999 1.00 0.98 0.93 1.00 0.97 1.00 Note: This table presents the correlation of the share of employees in each industry across time. Panel A presents estimates based on the Annual Survey of Industries, which covers the manufacturing and mining sectors (approximately 190 3-digit NIC codes). In panel B, the shares are estimated based on principal industry affiliation from the individual employment and unemployment files in the 38th, 43rd, 50th and 55th rounds of the NSS. About 330 industries in rural India and 340 in urban India are represented in the NSS sample. All estimates are significant at the percent confidence level. I l 0 CO 3 to I~-_/o~ ~.~~ i CZ C' 'o'/9 141 1 /5 0 C) > Q c ~o ^ :o 11) o - Cd a Ud o..o. ' 5I B. s td /o O /' b c /^ LCIO r /9 :1 E W /~ ~ clw C/) t"" ~ c'"':/Oa t CT I.3 C /~~ co o ao0 t.b (41 'o * Table 1.12 Effect of Tariffs on Industry Employment Shares. NSS Evidence. All Industries Agriculture (1) Mining and Manufacturing (2) (3) -0.002 (0.004) -0.006 (0.010) 0.001 (0.000) 486 67 419 -0.002 (0.003) 0.000 (0.001) Panel A. Rural Sample Tariff Obs Panel B. Urban Sample Tariff 0.000 (0.001) Obs 494 62 432 Note: All regressions include industry dummies and year dummies. Regressions are weighted by the square root of the number of observations per industry. The data are from the 43rd, 50th and 55th rounds of the NSS. Standard errors (in parentheses) are corrected for clustering at the industry level. Significance at the 10 percent level of confidence is represented by a *, at the 5 percent level by **, and at the 1 percent level by *** 0 o oo .)C 0 xC 00 0o * 0 0 0 O I C' -o OCt CD o - C. O.0 C. °) > . a.) r-C ^ tC 0 l C) 00 00 6 0 6 CC: - *r Cd 0 * * C - .- *Oz ) O Cn CD 0 00o Cx Q * 0 0 CO V0 CO > ' - -v U CO =1 Ce C) C3 a . . ,)00 b0) 0. OE CO c: 6 Ez _00 C) 0o O _ -o CO sv . = * *00 C, Io C )3 0 -. < > 0 o Cd - ) . C Cl C. °l 00 - CO CO3 U -S W) C) O, C C * * 0a CO 0 - CO CO 0 O3 O 000 c,3 C. C) a.O 0 ^ C) l 00 0^ r So-o Uo C - C) C.) LID C) mC4~C * 0. 0 * 0 06o In~v C 10 I _ 00 V) CO o CO H 1o E) C. -C Table 1.14 Effect of Trade Liberalization on Poverty and Inequality in Rural India at the District Level by State Characteristics Flexible Labor Laws (1) Inflexible Labor Laws (2) (3) (4) Panel A. Dependent Variable: Povery Rate Tariff Measure Obs 0.091 (1.302) -0.121 (0.189) 265 265 -0.608 ** ( ).301) 431 -0.672 ** (0.298) 431 Panel B. Dependent Variable: Poverty Gap Tariff Measure Obs -0.143 (0.372) -0.045 (0.102) 265 265 - 0.209 ** (C0.084) 431 -0.229 *** (0.087) 431 Panel C. Dependent Variable: StdLog Consumption Tariff Measure Obs -1.384 ** (0.559) -0.590 ** (0.241) 265 265 0.101 (0.196) 0.093 (0.188) 431 431 Panel D. Dependent Variable.:Log Deviation of Consumption Tariff Measure Obs -0.487 *** (0.172) 265 -0.210 * (0.124) 265 0.005 (0.078) -0.003 (0.074) 431 431 Panel E. Dependent variable: Log Mean Per Capita Expenditures Tariff Measure Obs -1.181 (1.508) -0.049 (0.191) 265 265 0.831 * (0.451) 431 0.923 ** (0.458) 431 Note: All regressions include year, district dummies, state labor laws-year dummies and pre-reform literacy, share of SC/ST population, industrial structure, log of per capita expenditures, and trend in the outcome variable interacted with a post dummy. Regressions are weighted by the square root of the number of households in a district. The data are from the 43rd and 55th rounds of the NSS. Standard errors (in parentheses) are corrected for clustering at the state year level. Significance at the 10 percent level of confidence is represented by a *, at the 5 percent level by **, and at the percent level by ***. In columns (1) and (3), the district tariff is instrumented by the non-scaled tariff. In columns (2) and (4), the district tariff is instrumented by the non-scaled tariff and the interaction of pre-reform non-scaled tariff and a post dummy. Table 1.15 Effect of Tariffs on Industry Premia Dep: Wage Premium All Agiculture (1) (2) 0.121 (0.107) 0.132 (0.145) 0.74 336 0.81 221 (3) Mining and Manufacture (4) (5) (6) 0.103 (0.121) 0.140 (0.172) 0.165 (0.136) 0.156 (0.199) 0.94 23 0.96 15 0.72 313 0.80 206 Panel A. Rural Sample Tariff R2 Obs Panel B. Urban Sample Tariff R2 Obs 0.139 *** (0.049) 0.69 347 0.161 *** (0.052) 0.84 230 0.286 * (0.152) 0.64 23 0.248 (0.162) 0.84 15 0.137 *** (0.053) 0.70 324 0.150 *** (0.058) 0.84 215 Note: All regressions include industry dummies and year dummies. Robust standard errors are in parentheses. Regressions are weighted by the inverse of the standard error of the industry premium estimate. Industry level tariffs for 1983 are assumed to be equal to those is 1987. In columns (1), (3), (5) data from the 38, 50 and 55th rounds were used, while columns (2), (4) and (6) only data from the 38th and 55th rounds were used. Figure 1.1 Evolution of Tariffs in India PanelD: Tariffs by Industrial Use Based Category Panel C: Tariffs by Broad Industrial Category 120 100 - 80 Cerealsand 1zu Oilseeds 100 -4-- Basic 80 ---- Capital -Agriculture 60 Mining& Mfg-K 40 Mining& Mfg-C 20 60 Consumer Durables ConsumerNon Durables ,, Intermediate + 40 20 0 0 _qA, _9! _ON, _05 _C; _., _Ckb _C, I Panel F: Share of Free HS Lines by Industrial Use Based Category Panel E: Share of Free HS Lines by Broad Industrial Category 1.2 1.2 MBasic 1 * Capital 0.8 . i.';i;"" ~'~~~~~'~' ~~ ~ El;·Agriculture 0.6 03Mining& Mfg-K 0 Mining& Mfg-C 0.4 O ConsumerDurables 0.4 O ConsumerNon Durables * Intermediate 0.2 0.2 0 1989 1 1996 0 1998 1989 2001 1996 1998 2001 Panel H: Tariff Decline and Industry Tariffs in 1987 Panel G: Correlation of Industry Tariffs in 1997 and 1987 8a- .® ~® ee 8 co. B I. *. i%:I To I 0 * :1. I 50 10I5 1 987 tariff10 tarifff 1987 . a 9 , 0 5 200 2o 0 50 150 100 1987tariff 200 250 Figure 1.2 Evolution of India's Trade 800 Export,Import,and OutputIndices (1978/79= 100) 700 - 600 500 eS=4_-~~~~~~~~~/I, 400 |~~~~~~~~~~~~~~ /!]§. 300 200 100 0 1980/81 1982/83 1984/85 1986/87 1988/89 1990/91 1992/93 1994/95 1996/97 1998/99 2000/01 Ilmport 25 volume--- Exportvolume_iReal GDP Merchandise Trade (In percentof GDP) 20 00 -- ww! t 15 10 5 0 1980/81 1983/84 1986/87 1_Exports 1989/90 1992/93 1998/99 1995/96 2001/02 -U-Imports -*Total trade Figure 1.3 Pattern of India's Trade XM Shares on Skilled/Unskilled Ratio 90 I 1987 i ,,-r 1991 e~~~~~~~~. l '- X0' t ,f. .E 0 a-, 3 .5 L 6 1.5 skilusktlO | cumsharnexp1sSU90 * E 12 u o ii ~...P1ns5 il u ski 1.5 pSU990 *' cum.~,.nxpotss U0 * cum harr.,porsS U90 cumshaimpatsSU90 i5 9 rn_ 1994 ~2 1997 InX w E ,. i IC. .* r ( .,, I,.,' 4~ i ' I31 . E J._. Est 0 1.5 skLunskM90 cumshaexprs5SU90 * cursharmprtsSU90 .5 0 .5 ski-_uns . k9 -cumhshateexpsSU90 * 1 CUmsharrn prsSU90 1.5 Figure 1.4 Direction of Tariff Changes 100 - 90I 1 80 7060 50 40302010 0 1992 1993 I I I I 1994 1995 1996 1997 I j 1998 1999 2000 2001 |U % Items with tariff reductions E % Items with tariff increases Figure 1.5 Trends in Rural and Urban Poverty and Inequality Evolution of the Poverty Rate Evolution of the Poverty Gap 0.140 0.500 0.450 - 0.4000.3500.300- 0.120 - t 0.100-\ X -_ 0.250- 0.200-_-> 0.080 - 0.060 0.150 0.100 0.050 0.000 0.040 0.020 0.000 1983 1988 1993 1999 , , 1983 1988 , 1993 1999 [+,Rural -- Urban -4-Rural -- Urban Evolution of the Std Dev of Log Consumption Evolution of the Log Deviation of Consumption 0.220 0.650 . 0.200 ,,--a 0.600 0.180 0.550 0.160 t--7-77 0.500 0 0.140 0.450 0.120 0.100 0.400 , 1983 1988 -- 1993 l I 1983 1999 Rural Urban 1988 I--$--Rural 1993 --iW-Urbani -- 1999 Figure 1.6 Intersectoral Reallocation in India Structural Change _ _ __ _ .__ ,8 In. u. 1L . 0.1 ' 0.08 N l 0.06 - l l l l l l l l 0.04 0.02 0 1 91 ,) 1 % % % % F NO -,C 110) %NO 1 . . . . Nc -lop -ICF -le 1 . 0 11 1 F Excess Reallocation 18 1614 1210 8 6 2 0 'b'o~~ ~ 4 Growth in Manufacturing Employment al I\ 15 10 5 0 -10 . Note: Data from the Annual Survey of Industries which covers the registered manufacturing and mining sectors. Structural change in sector is measured as the absolute value of the change in a sector's employment share over two years. Excess job reallocation is defined as in Davis et al. ( 996). Figure 1.7 Comparison of the Cumulative Distribution of Log Per Capita Expenditure in 1987 and 1999 by Industrial Affiliation RURAL 1987 RURAL 1999 "I q.- 1 IQ - / i., :/?,; cN - 0 4 __ 4.5 I i_--_ 5 5.5 Log Per CapitaExpenditure Non-traded Traded-|.----Agriculture _- 6 , - 6.5 IMvning/lvMg --------- Cereals and Oilseeds Non-traded --------- TradedAgriculture URBAN 1987 Mvning/Ig ----- . Cereals . and Olseeds URBAN 1999 0 5 6 Log Per CapitaExpenditure Non-traded --------- Traded Agriculture ----- M-ning/Mg Cereals and Oilseeds 7 5.5 Log Per CapitaExpenditure Non-traded --------- TradedAgriculture ----- - - Mning/Mg Cereals and Oilseeds Note: Cumulativedistributionof log per capitaexpenditurebased on NSS43rdand NSS55thEmployment-Unemployment Surveys.The verticallinesrepresentthe poverty linesfor the particularyear and sector. - Table .A1 Sectoral Tariffs and Poverty and Inequality in Rural and Urban India I. RURAL (1) II. URBAN (2) (3) (4) (5) (6) Panel A. Dependent Variable: Poverty Rate Agricultural Tariff -0.219 *** -0.213 Mining and Manufacturing Tariff Obs *** -0.242 ** (0.097) 0.277 (0.318) (0.070) 0.221 (0.297) 725 725 703 (0.071) 725 -0.240 ** (0.102) -0.154 -0.148 (0.163) (0.154) 703 703 -0.072 (0.049) (0.029) -0.071 (0.047) 703 703 0.000 (0.131) 0.060 (0.092) -0.001 (0.129) 703 703 0.024 (0.076) 0.053 (0.066) 0.022 (0.074) 703 703 Panel B. Dependent variable: Poverty Gap Agricultural Tariff -0.081 (0.021) Mining and Manufacturing Tariff Obs Agricultural Tariff 725 ~ *** *** 0.062 (0.123) 725 725 703 Panel C. Dependent variable.:StdLog Consumption -0.110 * -0.110 * Mining and Manufacturing Tariff 725 -0.066 ** (0.027) (0.064) Obs -0.080 (0.020) 0.041 (0.113) 0.030 (0.220) (0.062) 0.002 (0.208) 725 725 -0.065 ** 0.060 (0.091) 703 anel D. Dependent variable: Log Deviation of Consumption Agricultural Tariff -0.037 (0.025) Mining and Manufacturing Tariff Obs 725 0.053 (0.066) 0.073 (0.109) -0.035 (0.025) 0.064 (0.111) 725 725 703 Note: All regressions include year and district dummies. Standard errors (in parentheses) are corrected for clustering at the state year level. Regressions are weighted by the square root of the number of people in a district. Significance at the 10 percent level of confidence is represented by a *, at the 5 percent level by **, and at the 1 percent level by *** Table 1.A2 Effect of Trade Liberalization on Poverty and Inequality at the Region Level in Rural India Controlling for Initial Characteristics (1) I. IV-TrTariff (3) (2) (4) (5) (6) II. IV--TrTariff, Init TrTariff (7) (8) (9) . . . (10) . . PanelA. Dependentvariable:Poverty Rate.Region Level (N=124) Tariff Measure Logmean Trend Lagged 43 -1.161 *** -1.063 ** -1.035 *** -0.802 *** (0.428) (0.421) (0.361) (0.297) 0.343 *** 0.328 *** (0.065) (0.073) -0.108 (0.103) -0.460 *** (0.078) -0.821 *** (0.284) -1.049 *** -0.978 *** -0.992 *** (0.242) (0.285) (0.299) 0.329 *** 0.345 *** (0.065) (0.074) -0.107 (0.106) -0.436 *** (0.107) -0.874 *** -0.886 *** (0.218) (0.213) -0.457 *** -0.426 *** (0.076) (0.109) Panel B. Dependentvariable:Poverty Gap. Region Level (N=124) Tariff Measure Logmean Trend Lagged 43 -0.438 *** -0.398 *** -0.407 *** -0.175 ** (0.144) (0.131) (0.107) (0.087) 0.139 *** 0.136 *** (0.026) (0.026) -0.152 (0.117) -0.645 *** (0.107) -0.197 ** (0.084) -0.326 *** -0.297 *** -0.322 *** (0.085) (0.093) (0.076) 0.141 *** 0.138 *** (0.027) (0.027) -0.148 (0.123) -0.591 *** (0.133) -0.181 *** -0.192 *** (0.049) (0.052) -0.644 *** -0.594 *** (0.100) (0.123) Panel C. Dependentvariable:StdLog Consumption.Region Level (N=124) Tariff Measure -0.301 (0.388) Logmean -0.338 (0.380) -0.131 ** (0.053) Trend -0.357 (0.339) -0.111 ** (0.049) -0.236 * (0.125) Lagged 43 0.259 (0.279) 0.344 (0.287) -0.650 *** (0.128) -0.749 ** (0.301) -0.151 (0.350) -0.177 (0.336) -0.128 ** (0.052) -0.221 (0.308) -0.109 ** (0.048) -0.229 * (0.130) 0.210 (0.270) 0.237 (0.248) -0.642 *** -0.690 *** (0.126) (0.248) PanelD. Dependentvariable:Log Deviation of Consumption.Region Level (N=124) Tariff Measure -0.109 (0.178) Logmean Trend -0.129 (0.172) -0.070 ** (0.028) -0.148 (0.161) -0.059 ** (0.025) -0.195 (0.141) Lagged 43 0.137 (0.120) 0.208 (0.162) -0.661 *** (0.116) -0.853 *** (0.313) -0.032 (0.164) -0.046 (0.156) -0.068 ** (0.027) -0.074 (0.153) -0.059 ** (0.024) -0.185 (0.145) 0.101 (0.115) 0.115 (0.118) -0.654 *** -0.732 *** (0.115) (0.231) Panel E. Dependentvariable:Log Mean Per CapitaExpenditures(bs=124) Tariff Measure 1.090 ** (0.474) 1.122 ** (0.488) 0.980 ** (0.444) 1.012 ** (0.431) 1.082 *** (0.357) 1.099 *** (0.374) 1.004 *** 1.026 *** (0.327) (0.322) Logmean Trend Lagged 43 -0.380 ** (0.173) -0.380 ** (0.175) -0.382 *** (0.132) -0.272 (0.182) -0.381 *** -0.272 (0.132) (0.183) Note: All regressions include year, region dummies, state labor laws-year dummies and pre-reform literacy, share of SC/ST population and industrial structure interacted with a post dummy. Regressions are weighted by the square root of the number of people in a region The data are from the 43rd and 55th rounds of the NSS. Standard errors (in parentheses) are corrected for clustering at the state year level. Significance at the 10 percent level of confidence is represented by a *, at the 5 percent level by **, and at the 1 percent level by ***. In columns (1)-(5), the region tariff is instrumented by the non-scaled tariff. In columns (6)(10), the region tariff is instrumented by the non-scaled tariff and the interaction of pre-reform non-scaled tariff and a post dummy. In column (5) and (10) the level of the lagged dependent variable is instrumented with the value of the dependent variables in 1983. * Xc 0 C) 00. o= (= C) C)o * * * - 00 C) 0~ ~~ _C0 0 O 00CD O -0 C) o '- * 0oC)_ C)o1 i C) * * * ON C, 000 0w ~,0 , C)6, C' 0ON , _ - ON -'- ,t O~ CD _ I- a Cd * * * * 0 Cl r-- 0 -_- - gE00½NONCDt~, 0OC 00 0O C) - CDOo 0) - 0 CD C* r cd * * * 00 R- t _ CI C.) a * C, "t aE O, "t rn 0 *0 0 _ CD ,-C 0 Cn 00 °° Cl o 01 0_E i ON o * * * * ONo 0 o C{, N- * O 90 O 0 - , o CD 0 - ~ 0C 00 0o :0D 0 -, N Io~ - t n ** C ° 0 * oO~ C f4- * * * 0 C 0* ;.- - -J 0 p r~'s C) 0 r "0 * * * ;> 0 c~ 0 -. - O 'n-0C,O 'n 00 -.xO C)-x--t *0 -C = = 0 0 C) * * * * * ^ N 0r) Cl o- O,' o 0 * * * tr N vN o0 -- Cl N *0o 010C' 0- C)S dCDC.) N0 = r0f C~ * * * ;. 0 r:U * * *- * * 00o 00 [.:X * * * k M 0 0 o, C: C ? 101) 0 o V 0 0 N cO o Cm O m > m 0 C's C 0 ,C.) C.) E UC 1- r C. o 04C's0. -o. Cd 004 . * * * C) 3 Cd o% N ,_ 0 00 0 0 (7 * * * 00 r(x 0 on 0"l * 0o - iO rN o =>C) *0 :,:: - 00 0 C 0 o: 0) M M ("1 C- ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~O{ Oo 6' °°1 O °> C t00 606 Cd k "t O= ~-06 °' '- 5CI) ~~ C.) OC) ~~~~C< .- 4 O ,C) C Cd .5 Ud4C ; to C) 1 - 4-4..Q Cd; "0 : C) -0 oD7 0 0e 0 -: C ) = I-) (207 4 c) -O C4- O 14. 0 1. 0 14 0 1 0 C 0 C) 0 0o v ) PIn :: Cj. C Cl. O 04 Ci) 1/) 04 0, 0 0 Cl 0 S4 t Cl) 0 0: 04 P4 0 0g c C) X -4 .0 .2 0 C 9 00 Q -o ** ' r'I-C -(0D L) C.) C) C) 1- o -e CZ) >4 = 3 C. 0 rO -° 0. - = 2c) C. . 0 Y - to 0 4-., 4 0 * * * CD .Q 6 5cd t o * * * * Y 01) 0 -o c) 00 Id ) ti *O C)( -D .8 0 > C)O C) Table 1.A4 Classification of States Flexible Labor Laws Inflexible Labor Laws Andhra Pradhesh Gujarat Assam Bihar Karnataka Madhya Pradesh Maharashtra Rajasthan Tamil Nadu Haryana Kerala Orissa Punjab Uttar Pradesh West Bengal Note: Classification is identical to Hasan (2003). It is a combination of the Besley and Burgess (2004) classification of state labor laws as pro-employer, pro-worker and neutral, and Goswami et al. (2002) survey of states' investment climate. Chapter 2 Trade Liberalization and Firm Productivity: The Case of India Summary 2 Using a panel of firm-level data, this paper examines the effects of India's trade reforms in the early 1990s on firm productivity in the manufacturing sector, focusing on the interaction between this policy shock and firm and environment characteristics. The rapid and comprehensive tariff reductions-part of an IMF-supported adjustment program with India in 1991-allow us to establisha causal link betweenvariations in inter-industry and inter-temporal tariffs and consistently estimatedfirm productivity. Specifically,reductionsin trade protectionisrn lead to higher levels and growth of firm productivity, with this effect strongest for private companies. Interestingly, state-levelcharacteristics, such as labor regulations, investment cli- mate, and financial development, do not appearto influence the effect of trade liberalizationon firm productivity. 2.1 Introduction Over the past two decades, trade liberalization has become an important part of many countries' development strategies. 1 Advocates of liberalization argue that opening up local markets to In a recent lecture, Anne Krueger, the First Deputy Managing Director of the International Monetary Fund, argued that liberalization is essential to growth and poverty reduction: "First, no country has achieved rapid and sustained growth in living standards without using the international economy and integrating with it. Second, countries wanting to achieve lasting reductions in poverty will be more successful the sounder are their own 87 foreign competition and foreign direct investment can lead to improvements in the productivity of domestic industries, resulting in a more efficient allocation of resources and greater overall output. Critics warn that domestic firms may not be able to realize efficiency gains, because they are unable to successfully adapt foreign technologies to local methods of production or because domestic firms face binding credit constraints that prevent expansion of efficient industries as well as investments in new technology. Which of these two views is closer to the truth has important implications for trade policy: if the latter holds, benefits of liberalization may not be realized unless additional policies are devised to facilitate technology transfer or ease credit constraints. The evidence on whether trade liberalization increases firm-level efficiency is mixed. Tybout et al. (1991) find no evidence of increased productivity following liberalization in Chile, while Harrison (1994), Tybout and Westbrook (1995), Pavcnik (2002), and Fernandes (2003) do observe productivity increases following liberalization in, respectively, C6te d'Ivoire, Mexico, Chile, and Colombia. This paper examines the effects of recent trade liberalization in India using a panel of firmlevel data. In particular, I try to answer several questions: did India's sweeping trade reforms in the early 1990s lead to higher economy-wide and firm-level productivity, and what was the interaction between this policy shock and various firm and environment characteristics? Were the effects of liberalization influenced by the type of firm ownership or by the initial level of productivity? And did institutional characteristics of the Indian states, such as financial development, investment climate, or labor laws play a role in the propagation of the trade liberalization shock? India is a particularly relevant setting to seek the answers to these questions: in 1991, in response to a severe balance of payments crisis, India turned to the International Monetary Fund for assistance in solving its external payments problem. Financial assistance was received from the IMF to support India's adjustment program, which included major structural reforms-a key one being trade liberalization. A massive overall reduction in tariffs and non-tariff barriers, as well as a reduction in the standard deviation of protection, followed. Coinciding with these economic policies and the more rapid their economic growth. And third, for countries with a sound domestic policy framework, poverty reduction and growth will be more rapid the more open is the international economy and the more rapid the growth of trade in goods and services" (Heinz Arndt Memorial Lecture, August 13, 2003). 88 tariff reductions were significant changes in firm-level productivity, as documented by Unel (2003). There are strong theoretical reasons to think that, in the absence of external pressure, trade policies are endogenously determined, with increases in firm productivity preceding trade liberalization. However, because trade liberalization in the early 1990s can be characterized as rapid and relatively comprehensive, it is reasonable to assume that the changes in level of protectionism were exogenous. Thus, the reforms initiated in 1991 and completed in the context of the export-import policy announced in the government's Eighth Plan (1992-96) comprise an excellent setup to test whether changes in firm productivity can be attributed to the exogenous variation in tariff changes across industries. 2 More specifically, in order to estimate the effect of trade liberalization on productivity, I employ methodology similar to that used in Pavcnik (2002) and Fernandes (2003); this methodology overcomes some weaknesses of earlier studies. First, I obtain consistent estimates of the parameters of the industry-level production functions in constructing firm level productivity measures, using the methodology of Levinsohn and Petrin (2003). Next, I examine the correlation between trade policies and manufacturing productivity in a regression framework. To limit the confounding effect of possible selective protection of industries, I focus on the pre- and immediately post-reform period, using plausibly exogenous intertemporal variation in nominal tariff levels across industries. I find that reductions in trade protection led to higher levels of productivity. While this effect is robust and highly statistically significant for private companies, there is no evidence that trade liberalization leads to any productivity improvements for government-owned or foreign companies. State-level characteristics, such as labor regulations, investment climate, and financial development, do not seem to influence the effect of trade liberalization on productivity. 2.2 The Case of India: the 1991 Reforms India's post-independence development strategy was one of national self-sufficiency, and stressed the importance of government regulation of the economy. Cerra et al. (2000, p. 3) charac2 India's trade policy is developed according to five-year plans. While these plans may be modified during the implementation phase, they are by and large carried out. 89 terized it as "both inward looking and highly interventionist, consisting of import protection, complex industrial licensing requirements, pervasive government intervention in financial intermediation and substantial public ownership of heavy industry." In particular, India's trade regime was amongst the most restrictive in Asia, characterized by high nominal tariffs and pervasive non-tariff barriers, including a complex import licensing system, an "actual user" policy that restricted imports by intermediaries, restrictions of certain exports and imports to the public sector ("canalization"), phased manufacturing programs that mandated progressive import substitution, and government purchase preferences for domestic producers. It was only during the second half of the 1980s, when the focus of India's development strategy gradually shifted toward export-led growth that the process of liberalization began. Import and industrial licensing were eased, and tariffs replaced some quantitative restrictions, although even as late as 1990 a mere 12 percent of manufactured products could be imported under an open general license; still, the average tariff was more than 90 percent. (Cerra et al., 2000). 3 However, concurrent with the gradual liberalization in the mid to late 1980s was a rise in macroeconomic imbalances-namely fiscal and balance of payments deficits-which increased India's vulnerability to shocks. The sudden increase in oil prices, resulting from the conflict in the Middle East in 1990, the drop in remittances from Indian workers in the same region, and the slackened demand of important trading partners, as well as political uncertainty, undermined investor confidence and resulted in large capital outflows. To deal with its external payments problems, the government of India requested a Stand-By Arrangement from the IMF in August 1991. The IMP support was conditional on an adjustment program featuring macroeconomic stabilization and structural reforms. The latter focused on the industrial and import licenses, the financial sector, the tax system, and trade policy. On trade policy, benchmarks for the first review of the Stand-By Arrangement included a reduction in the level and dispersion of tariffs, a removal of quantitative restrictions on imported inputs and capital goods for export production, and elimination of public sector monopoly on imports of all items except petroleum, 3 Hasan et. al (2003, p. 5) notes that "given several earlier attempts to avoid IMF loans and the associated conditionalities, the large number of members of the new cabinet who had been cabinet members in past government with inward-looking trade policies and the heavy reliance on tariffs as a source of revenues, these reforms came as a surprise." 90 edible oils, and fertilizer and certain items canalized for health and security reasons (Chopra et al. (1995)). The government's export-import policy plan (1992-97) ushered in radical changes to the trade regime by sharply reducing the role of the import and export control system (Table 2.1). The share of products subject to quantitative restrictions decreased from 87 percent in 1987/88 to 45 percent in 1994/95. All 26 import licensing lists were eliminated and a "negative" list was established (Hasan et al., 2003)). Restrictions on exports were also relaxed, with the number of restricted items falling from 439 in March 1990 to 210 in March 1994. In addition to easing import and export restrictions, tariffs were drastically reduced (Figure 2.1). Average tariffs fell from more than 80 percent in 1990 to 37 percent in 1996, and the standard deviation of tariffs dropped by 50 percent during the same period (Figure 2.1). Figure 2.2 presents the evolution of tariffs in selected industries. Most industries faced a sharp drop in tariffs from 1991 to 1992, although the magnitude of the shock varied widely by industry. The Indian rupee was also devalued by 20 percent against the U.S. dollar in July 1991, and further devalued in February 1992.4 transactions. Subsequently, it became fully convertible for current account The economy reacted positively to the reduction in trade distortions and, as a result, the ratio of total trade to GDP rose from an average of 13 percent in the 1980s to nearly 1.9percent of GDP in 1999/00 (Figure 2.3). Export and import volumes also increased sharply from the early 1990s, outpacing growth in real output (Figure 2.3). India remained committed to further trade liberalization, and since 1997, there have been further adjustments to import tariffs. However,at the time, the government announced the export-import policy in the Ninth Plan (1997-2002), sweeping reforms outlined in the previous plan had been undertaken and pressure for further reforms from external sources had abated. In this context, the problem of potential endogeneity of trade policy becomes more pronounced. In particular, if policy decisions on tariff changes across industries were indeed based on expected future productivity or on industry lobbying, the empirical strategy would not be valid. Simply comparing productivity in liberalized industries to productivity in non liberalized industries would possibly give a spurious correlation between total factor productivity (TFP) growth and 4 Although exchange rate devaluation may also inhibit imports, Chopra et al. (1995) argue that the magnitude of the exchange rate devaluations can hardly be compared to the impact of pervasive trade reforms in reshaping industry. 91 trade policies. As a simple check of the validity of the empirical strategy, I look for evidence that tariffs were correlated with past industry-level performance during two periods: the period before and immediately after the crisis (1989-1996), when India's trade policy was significantly affected by externally imposed benchmarks, and the period 1997-2002, when external pressure was virtually absent.5 In the latter period, there is some evidence to suggest that tariffs may have been used selectively to protect less efficient industries (Table 2.2), but this is more fully discussed in the next section. 2.3 Empirical Strategy, Data, and Related Literature The theoretical literature on trade and productivity does not provide an unambiguous prediction of the impact of trade liberalization on firm level productivity. Some argue that trade liberalization in poor economies may have a detrimental effect on growth by preventing a country's involvement in certain industries, thus potentially denying it knowledge accumulation and productivity growth (Young, 1991 and Stiglitz, 2002). Others argue the opposite: trade liberalization can actually increase overall domestic productivity through several channels. In the presence of imperfectly competitive domestic markets, trade liberalization and concurrently foreign competition can improve allocative efficiency by forcing firms to lower cost-price markups (i.e., the pro-competitive effects of trade) and thus to move them down their average cost curves, thereby effectively raising firm size and scale efficiency (i.e., scale efficiency gain of trade) (Epifani, 2003). With firm heterogeneity, trade opening may also induce a reallocation of market shares towards more efficient firms and generate an aggregate productivity gain, without any productivity change at the firm level (Melitz, 2005). Going beyond this reallocation effect of trade liberalization, Aghion et al. (2003) suggest another mechanism through which liberalization might affect productivity: the increased threat of foreign competition raises the innovation incentives by domestic producers as they seek to deter entry by foreign competitors. The higher level of innovation leads to productivity growth at the firm level. Finally, the access to superior inputs and technology might also increase technical efficiency. However, whether 5 ideally, we would like to estimate the production function for the periods before 1991, 1991-1996, and after 1996, but due to the small number of observations before 1991, we combine the pre-reform and immediately post-reform period. 92 domestic producers can take advantage of increased access to knowledge remains questionable. Due to the ambiguity of the theory, the question of whether trade liberalization leads to higher productivity remains largely an empirical one. I employ the natural experiment of the trade liberalization of India in 1991 to answer this question in the Indian context, contributing to a growing body of empirical literature on the topic.6 In particular, I extend Krishna and Mitra's (1998) attempt to rigorously estimate the effects of trade liberalization on firm performance in Indian manufacturing for the 1986-1993 period and the recent study by Aghion et al. (2003), which models the growth in performance inequality that might occur from trade liberalization as a result of increases in the gap between the best and worst performers and between pro-employer and pro-worker biased regions. While Aghion et al. (2003) test the predictions of their model using state-industry level data from 1980 to 1997 and a post-reform dummy to capture the effect of liberalization (the same approach adopted by Krishna and Mitra (1998)), I use firmlevel panel data, employing intertemporal and across-industry variations in trade protection to identify the effect of trade policies. The methodology in this paper follows closely Pavcnik (2002) and Fernandes (2003), who estimate the impact of tariffs on levels of productivity for Chile and Colombia, respectively. 2.3.1 Productivity Measure To begin the analysis, I construct consistent measures of firm-level TFP. Previous studies estimated productivity by ordinary least squares (OLS), taking as TFP the difference between actual and predicted output. This technique is subject to omitted variables bias, as the firm's choice of inputs is likely to be correlated with any unobserved firm-specific productivity shocks. If productivity is assumed time-invariant, the simultaneity problem may be solved by including firm fixed effects (Harrison (1994) and Balakrishnan et al. (2000)); however, this strategy may not be appropriate when I am interested in changes in firm-level productivity. I construct a consistent firm-level measure of TFP following the methodology of Levinsohn and Petrin (2003). Building on Olley and Pakes (1996),7 Levinsohn and Petrin (2003) use firm's ;Tybout et al. (1991) find no evidence of increased productivity following liberalization in Chile, while Harrison (1994), Tybout and Westbrook (1995), Pavcnik (2002), and Fernandes (2003) do observe productivity increases following liberalization in, respectively, C6te d'Ivoire, Mexico, Chile and Colombia. 7 Olley and Pakes (1996) develop a methodology in which an investment proxy controls for correlation between 93 raw material inputs to correct for the simultaneity in the firm's production function. 8 The inclusion in the estimation equation of a proxy that controls for the part of the error correlated with inputs ensures that the variation in inputs related to the productivity term will be eliminated. Levinsohn and Petrin (2003) show that if the demand function for intermediate inputs is monotonic in the firm's productivity for all relevant levels of capital, then raw materials can serve as a valid proxy. Assuming a Cobb-Douglas production function, the equation estimated for company i in industry j at time t in the first step can be written as follows: Y~~~~~~t~ ~ 4 it -- + 1-'llt +-pit+ raTnit + kki't+Wt+ where y denotes output, (2.1) (2.1) denotes labor, p denotes power and electricity expenditures, m denotes raw material expenditures, and k denotes capital used; all variables are expressed in natural logarithm. The simultaneity problem arises from the wi3itt term, a firm-specific, time varying productivity shock that cannot be observed by the econometrician but is correlated with the firm's choice of variable inputs, p, m, and 1. Using a process described in Levinsohn and Petrin (2001), I derive consistent estimates of the parameters of the production functions for each industry j.9 In doing this, I allow for the input demand function as well as the production function to differ across two periods: before 1996 (a period of very high economic growth) and after 1996 (a relative slowdown). In this way, I partially address the concern that the changing economic environment may have affected the relative input and output prices, which are not included in the raw materials demand estimation. The correctly estimated production function coefficients differ substantially from the (biased) OLS estimates, confirming the importance of the Levinsohn and Petrin methodology. Discussion of the OLS result is omitted for the sake of brevity.1 0 Using the input coefficients obtained with the Levinsohn and Petrin methodology, I input levels and unobserved productivity shocks, allowing for the consistent estimation of the firm's production function. However, this methodology can only be applied to plants reporting non-zero investment, usually leading to a sizable truncation of the available data. The Levinsohn and Petrin (2003) method avoids this problem. 8 For a detailed description of the production function estimation methodology, see Levinsohn and Petrin (2003). 9Due to the small number of companies in some of the 4-digit level industries, the production function parameters were estimated at the 2-digit National Industrial Classification codes. 0 l°Because firm exit rates are so low (see Table 1 in Appendix II), we do not correct for potentially endogenous exit decisions by firms. In contrast to Chile, where exit rates were high, exit does not appear to have been an important feature of adjustment in India. However, Pavcnik (2002) does develop a methodology that would allow for this correction if necessary. 94 obtain estimates of a firm's Hicks-neutral TFP by subtracting firm i's predicted output from its actual output at time t. In order to make the estimated TFP comparable across industries, I create a productivity index l following the standard methodology in the literature (Aw, Chen, and Roberts, 2001, Pavcnik, 2002, and Fernandes, 2003). 2.3.2 Empirical Strategy The standard approach to estimating the effects of trade liberalization is to estimate the coefficient of an indicator variable for post-reform period (Tybout et al., 1991, Krishna and Mitra, 1998, Balakrishnan et al., 2000, and Aghion et al., 2003). This estimate captures the cumulative effect of all changes in the economic environment in which firms operate after trade reforms. Since trade liberalization often occurs as a package of a host of other economic reforms, simply looking at "post" effects may not accurately capture the impact of trade liberalization. This is an especially important concern in the case of India, as trade liberalization was just one part of a major package of reforms in the early 1990s, as noted earlier. The empirical strategy exploits the specific timing as well as the differential degree of liberalization across industries to identify the effect of trade policy on firm-level productivity. Although I build on the methodology of Pavcnik (2002) and Fernandes (2003), compared to these studies, I benefit here from both a rather clean natural experiment of trade liberalization coming from external factors and the availability of data before and after trade reforms. In this context, the baseline specification takes the following form: Pr = a + Trade + X -y + t + +v where prat is the productivity index of company i in industry j at time t; Tradetl (2.2) is a measure of lagged trade protection at the 4-digit National Industrial Classification (NIC) level; and X is a set of company characteristics, including age, age squared, ownership categories (private stand alone, private group, government-owned, and foreign firms), and size categories (large, if average sales over the entire period are in the top 1 percent of the distribution; medium, if sales ll The productivity index is calculated as the logarithmic deviation of a firm from a reference firm's productivity in the particular industry in a base year. In other words, we subtract the productivity of a firm with the mean log output and mean log input level in 1989/90 from the estimated firm-level TFP. 95 are greater than the median, excluding the top 1 percentile; and small if average sales over the period are less than the median). Yt is a set of year dummies and I j are industry fixed effects. The inclusion of industry fixed effects absorbs unobserved heterogeneity in the determinants of productivity that are industry-specific, while the year dummies control for macroeconomic shocks common to all firms. I am interested in the magnitude and sign of the coefficient on lagged trade protection, 3, which captures the percentage change in firm-level productivity associated with industry level differences in trade protection. 2.3.3 Data Description A firm-level dataset is compiled from the Prowess database, which contains information primarily from the income statements and balance sheets of listed companies comprising more than 70 percent of the economic activity in the organized industrial sector of India. 12 The size of the dataset, which covers the period 1989-2001, varies by year, as demonstrated in Table 2.A1 in the Appendix. Since overall exit rates are very low, I use an unbalanced panel of companies for estimation purposes. 13 For this reason, I verify the robustness of the results by conducting the analysis using only the subset of companies whose information is available for all years. The dataset contains information on about 4,100 individual manufacturing companies. Firms are categorized by industry according to the 4-digit 1998 NIC code, and span the industrial composition of the Indian economy. There are 116 industries represented in the sample. The largest sectors, measured by the number of companies, are chemicals and basic metals, and manufactures of food products, beverages, and textiles. Tables 2.A2-2.A4 in the Appendix provide other summary statistics on the dataset, including a breakdown of companies by industry classification, ownership, and year of incorporation. For the estimation of the production function and TFP, all relevant variables were deflated using appropriate price deflators from India's national accounts statistics. The data on firm economic activity are complemented with annual tariff data at the six digit level of the Indian Trade Classification Harmonized System (HS) code. More than 5,000 ' 2 The Prowess database comprises firm-level data collected by the Centre for Monitoring the Indian Economy, a private company in India. It is used to derive firm-level productivity, as described in Appendix I. 13 Because firms are under no legal obligation to report balance sheet data, a small percentage of firms exit and re-enter the database. These firms are excluded from the analysis. 96 product lines have been matched to the 116 NIC codes to calculate average industry-level tariffs. These industry-level tariffs are used as a measure of trade protection, as they reflect the tariffs faced by the industry, as well as potential exposure to foreign competition. However, this is an incomplete measure of protection, as non-tariff barriers have been used as an important tool of trade policy, especially in India. I plan to include these additional measures in the future. Previous studies have also used volume measures, such as import penetration, in order to capture the importance of actual exposure to foreign competition. However, this type of variable is endogenously determined; while increased competition is expected to cause firms to become more productive, the Ricardian model of trade predicts that certain goods may be imported precisely because domestic productivity in that industry is low (Fernandes, 2003). Thus, the preferred measure of trade protection is lagged nominal tariffs. 2.4 2.4.1 Results Endogeneity of Trade Policy Before proceeding with estimating equation (2.2), I address the concern of the possible endogeneity of trade policy, which could potentially invalidate the empirical strategy. Specifically, the major trade liberalization in 1991/92 was driven largely by external pressure, as discussed in Section 2.2, and was completed by the time of the drafting of the export-import policy in the Ninth Plan. Thereby, the concern arises in the post-1996 period that policy decisions on tariff changes may have been based on expected future productivity. Thus, the coefficient on lagged trade protection might be capturing a reverse relationship-tariffs are lowered in certain industries precisely because these industries are more productive. Ideally, I could alleviate this concern by learning the "true" intentions of Indian policymakers, or, failing this, through a detailed study of the political economy behind tariff changes in India over the period. However, objective and detailed analyses of such policy changes are not available. Instead, I use the available data to conduct a simple test of the validity of the empirical strategy. First, I examine to what extent tariffs moved together. An analysis of the tariff changes of the 5,000 items in the dataset for 1989 96 and for 1997 2001 suggests striking differences: in the first period, the majority of tariff changes across products exhibited simi- 97 lar behavior (either increased, decreased, or remained constant); thereafter, tariff movements were not as uniform. In particular, Figure 2.4 demonstrates that, conditional on tariffs being changed, the probability of the changes being uniform across items is significantly higher before 1997. This suggests that policymakers were more selective in setting product tariffs during 1997-2001. If indeed policymakers adjusted tariffs according to an industry's perceived productivity, one should expect current productivity levels to predict future tariffs. Therefore, I calculate the average industry-level productivity as the average firm-level TFP, weighted by companies' sales. I then regress industry-level tariffs in period t+1 on industry-level productivity, controlling for industry and year fixed effects and weighting each industry by the number of companies in the industry for the particular year. The results are presented in Table 2.2. As expected, the correlation between future tariffs and current productivity is indistinguishable from zero for the 1989-96 period. The 1997-2001 period, however, paints a different picture. The coefficient on current productivity is negative and significant at the 1 percent level, suggesting that trade policy may have been adjusted to reflect industries' relative performance. This test implies that to correctly identify the effect of trade policies on productivity, one should restrict attention to the period immediately before and after the major trade reforms (1989-96). While there is no evidence that variation in tariffs may have been used to selectively protect the less productive industries during this period, I nevertheless follow Fernandes (2003) and estimate the effect of lagged rather than contemporaneous tariffs.14 Including industry fixed effects may also absorb time-invariant political economy factors underlying trade protection across industries (Goldberg and Pavcnik, 2001). 2.4.2 Average Impact of Trade Policy and Robustness Checks The results from estimating equation (2.2) for the period 1989-96 are presented in Table 2.3 (Panel A). I correct for heteroskedasticity and adjust standard errors for clustering at the industry-year level. The regression in column (2) includes industry fixed effects at the 4 digit level; column (3) includes industry dummies at the 2 digit level, and column (4) repeats the 14 Lagged tariffs are also more appropriate if we expect that productivity instantaneously. 98 adjustments do not occur analysis on the balanced panel of companies. To further test the robustness of the findings, I include firm-level fixed effects in column (5) and account for the Markov process assumed to be followed by firm's productivity in column (6) by including lagged TFP as a regressor. Finally, in column (7), I use the Arellano Bond panel estimator to correct for the bias introduced through the inclusion of lagged dependent variables. The coefficient of interest : is negative and statistically significant at the 1 percent level across all specifications. Since the productivity measure is in log terms, the estimated coefficient implies that a 10 percent reduction in tariffs (at the 4 digit industry level) will lead to about 0.5 percent increase in TFP. The results are highly statistically significant, robust across specifications, and very similar to the estimates of Fernandes (2003) in her study on Colombia's trade policy. Decreasing trade protection in the form of lower tariffs raises productivity at the firm level. Referring again to Table 2.3 (Panel B), I estimate equation (2.2) but look at the effect of liberalization on productivity growth (rather than on levels). The coefficient of lagged tariffs is again negative and statistically significant, implying that lowering tariffs not only generates productivity gains, but also leads to faster productivity growth. The estimates on some firm characteristics are also of interest. Most notably, the coefficient on the indicator for whether a company is public is negative and significant. Government owned companies are on average 10 percent less productive than private companies not associated with a business group. The growth rate of their TFP is also significantly smaller. If the high level of protection before trade reforms allowed companies with different levels of productivity to co exist, the higher average productivity associated with tariff reductions could be due to the exit of the least efficient producers, as shown by Melitz (2005). Although exit rates of firms in the sample are low, I investigate whether the productivity gains arise through that channel by reestimating equation (2.2) only for the set of companies in operation in 1996. The positive impact of tariff reductions on productivity levels is virtually unchanged. While the exit of less efficient companies might contribute to productivity improvements, it does not drive the results. In addition, the probability of exit is not significantly related to trade protection at the industry level, and there is no evidence that exiting companies were less productive. Trade liberalization seems to have induced productivity improvements within the firm. As an additional robustness check, I aggregate the productivity data at the 4 digit industry 99 level, in order to see whether the significance of the results is driven by the disaggregated nature of the data. I regress industry-level productivity on lagged tariffs, with industry and year fixed effects weighted by the number of companies in each industry. The effect of lagged tariffs on productivity remains negative and statistically significant at the 1 percent level (Table 2.4). The effect of tariff reductions on productivity growth is similar in magnitude but statistically significant only when the Arellano Bond dynamic panel estimator is used. 2.4.3 Average Impact of Trade Policy and Company Characteristics Trade liberalization allows us to test whether certain company characteristics interact with trade liberalization shocks in determining post-reform firm-level performance. For example, it is argued that private firms more quickly adapt to changing circumstances such as policy shocks (Shleifer, 1998 and World Bank, 1995). Because there are both public and private firms operating in most industries in India, one can compare how the productivity of public and private companies changes with increased competition from imported goods. Similarly, within the private sector, I investigate whether the effect of lower tariffs on productivity is different for stand-alone companies, companies that are part of a business group, and foreign companies. Although firm size is arguably endogenous (as a firm's size in the years before the reform may be directly related to firm's productivity), I examine whether it is correlated with firm's ability to adapt to a new environment. I also test whether trade liberalization favored firms that were closer to the industry technological frontier at the eve of the reform. The results are presented in Table 2.5. For each subgroup, I estimate equation (2.2), allowing industry and year fixed effects and the coefficients on firm characteristics to differ across the various groups. The specification in row (1) in Table 2.5 is equivalent to column (2) in Table 2.3, i.e., I include industry fixed effects at the NIC 4 digit level. In row (2) of Table 2.5, I control for firm fixed effects. In row (3), I introduce the lagged firm productivity as a regressor, while in row (4), the Arellano Bond panel estimator is presented. Columns (1) and (2) of Table 2.5 show evidence that while trade liberalization raises productivity in private companies, the same increase in efficiency may not be experienced by public companies. Although the coefficient on lagged tariffs is imprecisely estimated, the point estimates for the effect of trade policy on productivity of the public enterprises are much smaller 100 in magnitude than almost all those for private enterprises. Thus, I find support for the view that public sector firms are less productive than privately held firms by providing evidence that public firms react differently to shocks. Unlike private companies, the productivity of public sector firms does not respond to trade liberalization. On the other hand, no difference is found in the way private stand-alone companies and companies belonging to a business group responded to decreased trade protection (see columns (3) and (4) of Table 2.5). One might have expected, say, that the easier access to financing to members of a business group to result in a more favorable response to the new environment, however this is not borne out in the data. In addition, foreign companies operating in India experienced no change in their productivity as a result of the tariff reductions (column (5)), which is not surprising given that many were already exposed to foreign competition. A somewhat unexpected result is the comparatively higher effect of trade liberalization on dispersed companies versus companies with concentrated ownership (columns (6) and (7) of Table 2.5). 5 Again, the results are not significantly different, but the point estimate is much lower for companies with concentrated ownership. Corporate finance theory does not provide a clear-cut answer on which set of companies one should expect to adjust faster to the new economic environment. On the one hand, one might expect concentrated ownership to be more conducive to a faster response to foreign competition since the coordination problem among owners is smaller. On the other hand, one might expect companies with dispersed ownership to more quickly undertake productivity improvements, as absent this, these companies as opposed to ones dominated by block shareholders might be more subject to takeovers or mergers. Using a slightly more refined distinction, under which the top third most concentrated companies (column (8)) are separated from the bottom most concentrated companies (column (9)), I still find that the effect of trade liberalization on dispersed companies is much larger in magnitude, while the effect on companies with concentrated ownership is statistically insignificant in all specifications. Unlike Aghion et al. (2003), I do not find that trade liberalization leads to a divergence in productivity, in the sense that it fosters productivity growth most among firms already close 15 Dispersed companies are considered those in which the share of promoters is less than half, while companies with concentrated ownership are otherwise. 101 to the technological frontier. I split the sample of firms into two groups: those whose average TFP from 1989-1991 was above and below the industry median. Estimating equation (2.3) for each of the two subsamples, I find no compelling evidence that trade liberalization had a differential impact (columns (10) and (11) of Table 2.5). Similar results are obtained if I modify the classification of high TFP and low TFP firms to be the top and bottom third of the distribution of the average pre-reform TFP by industry (columns (12) and (13)). While the Arellano Bond estimator (row (4)) does suggest that firms with higher initial productivity might have experienced a higher rise in productivity as a result of the lower trade protection, the result is not robust across specifications. To further investigate this possibility, I estimate the coefficient on the interaction of lagged tariffs and pre-reform productivity relative to the industry's best performer. Table 2.6 shows no consistent pattern across specifications. The positive coefficient on the interaction term in some of the specifications suggests that if anything, trade liberalization lead to convergence in firm performance. This finding is in sharp contrast with the post-1991 divergence in state-industry performance documented and attributed to trade liberalization by Aghion et al. (2003). Lastly, referring back to Table 2.5, the size of the firm does not seem to affect the ability of firms to respond to the trade liberalization shock (columns (14), (15) and (16)). 2.4.4 Average Impact of Trade Policy and Environment Characteristics So far, I have established that there is some evidence at least to suggest that certain firm characteristics such as type and concentration of ownership might matter for the transmission of the trade liberalization shock. However, other characteristics like institutions, geography, and level of development of the state in which firms operate do not seem to affect the way firms respond to lower trade protection. 1 6 First, I look at whether firms that are located in coastal states were more affected by the reform. In a country where product markets might not be fully integrated across regions due to the sheer size of the country or poor infrastructure, firms in the heart of the country or in less accessible regions might not experience the threat of increased foreign competition as much as firms in regions in more immediate contact with internationally traded goods. However, 16See Table 4 in Appendix II for the classification of states by various categories. 102 columns (1) and (2) of Table 2.7 do not confirm this hypothesis. The estimated effect of trade does not significantly differ across firms in coastal and non-coastal states. 1 7 In fact, the point estimate is slightly higher for companies operating in non-coastal states. The investment climate in the state also does not seem to matter. Using the Goswami et al. (2002) classification of the states' investment climates, one can see in columns (3) and (4) that there is little difference in the estimated impact of lagged tariffs, and if anything, the firms in states with poor investment climate seem to benefit more from the trade reforms. Surprisingly, the level of financial development of the state (measured as credit per capita in 1992, with states above the median classified as having "high financial development") also makes no difference (columns (8) and (9)). Although the estimated effect of trade liberalization on productivity is almost never statistically significant for the subset of firms operating in less financially developed states, the point estimates are virtually identical. This finding is unexpected since a major concern regarding trade liberalization has been the ability of domestic firms to access sufficient credit to invest in more efficient technologies and survive in the face of foreign competition. I also do not find evidence that the rise in firm-level productivity as a result of trade liberalization contributed to the disparity between state performances in the 1990s. For example, firms in states that experienced rapid growth in the 1980s, did not react much differently than firms in low growth states (columns (10) and (11)). And similarly firms in states with above median per capita income in 1991 did not reap any more benefit from trade liberalization than firms in states with below median income in 1991 (columns (12) and (13)). Finally, I examine the role of institutions. Besley and Burgess (2003) classify Indian states as having pro-worker, neutral, or pro-employer labor laws. I find no difference in firms' response to trade liberalization by the quality of the state's institutions as they relate to workers (columns (5), (6) and (7)). 17 Since the Prowess data are at the company rather than plant level, a particular company may report data from business activity in more than one state. In addition, data on the location of a company's headquarters are not available at this time. Thus, assuming a company has an equal number of plants in all states, we classify it as operating in a coastal state if more than 50 percent of the company's plants are in coastal states. A similar methodology is used to classify companies in the other state categories. 103 2.5 Conclusion This paper makes several important contributions to the empirical literature on trade liberalization using the case of India to examine the link and causality between tariff reform and firm productivity. As India's economy still remains highly protected compared to other large developing economies, establishing this link may have important implications for future trade reforms and growth prospects. Using a consistent empirical methodology to estimate productivity, I first find that trade liberalization in India causes increased efficiency among firms. Specifically, a decrease in tariffs by 10 percent leads to about 0.5 percent increase in TFP. The results are derived from a period when trade liberalization, specifically tariff reductions, can be viewed as largely exogenous. This is important because there are strong theoretical reasons to think that, in the absence of external pressure, trade policies are endogenously determined (Grossman and Helpman, 2002). I also show that this result is not driven by the demise of unproductive companies-exit are in fact low for the period under study-but rates rather by the increasing efficiency of existing manufacturers. Second, this paper pays careful attention to industry-specific tariff reduction, using both inter-temporal and inter-industry variations from over 5,000 tariff line items, during an eight year period (1989-96), to increase the power and precision of the estimates. Unlike other pre reform and post reform comparisons, which rely on the assumption of no common secular trend, I include year fixed effects, ensuring that the results are not driven by a common year trend. I also include industry fixed effects to control for unobserved time-invariant political economy factors underlying trade protectionism across industries. Third, I use trade liberalization in India to shed light on how the effect of this comprehensive reform differed across companies with different economic characteristics. While it has been established that public sector firms are less productive than privately held firms, there has been less evidence on how these firms react to shocks. I find that the productivity of public sector firms does not change with trade liberalization. This may be because public sector firms do not face hard budget constraints, and the government of India continues to run many firms at a loss in the face of competition. There is also some evidence that less concentrated firms might have been forced to adapt faster to foreign competition. 104 Other firm characteristics such as initial level of productivity and firm size do not seem to have influenced the way in which firms reacted to the lower trade protection. Surprisingly, the environment in which firms operate (i.e., geography, institutions, financial development, investment climate) does not appear to have any effect on the transmission of the trade liberalization shock. While I find that liberalization leads to higher firm-level productivity, this result cannot necessarily be linked to welfare improvement without including the cost of productivity gains (Tybout, 2001). Still, two lessons can be drawn from India's experience with trade liberalization. First, trade policy, in the absence of external pressure, may be strongly related to the productivity of firms. Therefore, simply looking at the effects of tariffs on productivity could give misleading results. Second, trade liberalization can increase productivity, but the effect might be limited to privately held industries. Consequently, liberalization may lead to greater productivity gains if combined with more intensive privatization efforts. 2.6 Appendix: Estimating the Production Function For the estimation of the production function, the following variables were used: value of total output, gross fixed assets, salaries and wages, raw materials expenses, power and fuel expenses, and depreciation. The data provided in the Centre for Monitoring the Indian Economy (CMIE) database are drawn from companies' balance sheets and income statements. The values of output and power and fuel expenses were converted in real terms by industry-specific wholesale price indices. As for the salaries and wages and raw materials expenses, the wholesale price index was used. The difficult task of measuring capital employed by the firm in its production process was done by closely following the methodology of Balakrishnan et al. (2000). It applies the Perpetual Inventory Model, while correcting for the fact that the value of capital is recorded at historic an(d not replacement cost. In order to arrive at a measure of the capital stock at its replacement cost for a base year (in the case assumed to be 1997), I follow Balakrishnan et al. and construct a revaluation factor assuming a constant rate of change of the price of capital and a constant rate of growth of investment throughout the 20 year lifetime assumed for capital stock. 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"State Versus Private Ownership." Journal of Economic Perspectives, 1998, 12(4), pp. 133-150. Stiglitz, Joseph. Globalization and Its Discontents, WW Norton and Co, 2002. Tybout, James "Plant and Firm-Level Evidence on "New" Trade Theories." NBER Working Paper 8418, August 2001. Tybout, James, Jamie De Melo, and Vittorio Corbo. "The Effects of Trade Reforms on Scale and Technical Efficiency: New Evidence from Chile." Journal of International Economics, 1991, 31(3), pp. 231-250. Tybout, James and M. Daniel Westbrook. "Trade Liberalization and the Dimensions of Efficiency Change in the Mexican Manufacturing Industries." Journal of International Economics, 1995, 39(1), pp. 53-78. Unel, Bulent. "Productivity Trends in India's Manufacturing Sectors in the Last Two Decades." IMF Working Paper, WP/03/22, 2003. World Bank. Bureaucrats in Business, London: Oxford University Press, 1995 Young, Alwyn. "Learning by Doing and the Dynamics Effects of International Trade." Quarterly Journal of Economics, 1991, 106(2), pp. 369-405. 108 Table 2.1 India: Non-Tariff Barriers on Imports Open 1987/88 InpercentofH.S. codes In percent of imports 1992/93 InpercentofH.S. codes Inpercentofimports 1994/95 In percent of H.S. codes In percent of imports 1997/98 In percent of H.S. codes In percent of imports Source: Nouroz, 2001. Banned Limited Permissible General License 33 16 18 23 13 16 Banned Restricted Free 1 56 40 2 1 100 0 21 46 33 0 100 Banned Restricted Free 0 0 43 20 55 55 Banned Restricted Free 0 0 41 15 57 64 NotCanalized Identified 7 27 29 18 NotCanalized Specified NotCanalized Specified 2 25 0 0 NotCanalized Specified 2 21 0 0 Total 100 100 Total Total 100 100 Total 100 100 Table 2.2 Trade Policy Endogeneity: Effect of Current Productivity on Future Tariffs Period 1989-2001 1989-96 1997-2001 Panel A Total factor productivity 1/2/ -0.130 ** -0.028 -0.180 *** (0.056) (0.070) (0.065) Y Y Y Y Y Y R2 0.88 0.89 0.93 Obs 1,317 817 500 -0.120 (0.125) 0.030 (0.142) -0.274 (0.196) Y Y Y Y Y Y 0.90 0.92 0.93 1,185 691 494 Year fixed effects NIC4 Panel B Total factor productivity growth 1/ 2/ Year fixed effects NIC4 R2 Obs Source: Author's estimates. 1/ Robust standard errors are in parentheses. Errors are adjusted for clustering at the industry level. Regressions are weighted by the number of companies in a given industry and year. 2/ Significance at the 10, 5, and 1 percent level is denoted by *, **, and ***, respectively. Table 2.3 Effect of Trade Protection on Total Factor Productivity 1/ 2/ (1) (2) (3) (4) (5) (6) (7) -0.056 *** (0.016) -0.050 *** (0.015) -0.050 *** (0.016) Y Y Y Y Y 0.80 13,884 0.85 10,754 7,765 -0.043 (0.030) -0.056 (0.041) -0.086 *** (0.021) Y Y Y Y PanelA: TotalFactorProductivity Lagged Tariffs Private Group Company Government Owned Foreign Medium Small Age Age2 Year fixed effects Industry fixed effects (NIC4) Industry fixed effects (NIC2) Company fixed effects Balanced panel of companies Lagged total factor productivity Arellano Bond estimator -0.070 (0.022) -0.024 (0.01 1) -0.103 (0.031) 0.002 (0.018) -0.030 (0.012) -0.060 (0.015) -0.001 (0.001) *** -0.085 (0.018) ** -0.023 (0.010) *** -0.101 (0.031) -0.003 (0.018) -0.034 ** (0.013) *** -0.082 (0.016) *** -0.001 (0.000) -0.089 (0.021) ** -0.027 (0.010) *** -0.106 (0.029) 0.006 (0.018) *** -0.027 (0.012) *** -0.072 (0.015) ** -0.001 (0.000) *** 0.001 (0.001) 0.001 (0.001) 0.001 (0.001) Y Y Y Y *** *** *** ** *** ** -0.065 (0.016) 0.014 (0.014) -0.073 (0.037) 0.076 (0.021) -0.025 (0.015) -0.081 (0.021) 0.000 (0.001) *** ** *** *** 0.008 *** (0.002) Y Y Y Y Y Y . Obs 0.05 13,884 0.20 13,884 0.13 13,884 0.22 7,238 Panel B: Total Factor Productivity Growth Lagged Tariffs Private Group Company Government Owned Foreign Medium Small Age Age2 Year fixed effects Industry fixed effects (NIC4) Industry fixed effects (NIC2) Company fixed effects Balanced panel of companies Lagged total factor productivity Arellano Bond estimator R2 Obs -0.021 ** (0.009) 0.005 (0.003) -0.015 (0.005) 0.006 (0.005) 0.007 (0.003) -0.001 (0.005) 0.000 (0.000) -0.047* (0.027) 0.005 (0.003) -0.014 (0.005) 0.005 (0.005) 0.007 (0.003) -0.001 (0.005) 0.000 (0.000) -0.015* (0.008) 0.003 (0.003) -0.017 (0.005) 0.002 (0.005) 0.005 (0.003) -0.005 (0.004) 0.000 (0.000) -0.044 ** (0.021) 0.000 (0.002) -0.014 (0.006) 0.001 (0.004) 0.000 (0.003) -0.007 (0.005) 0.000 (0.000) 0.001 (0.000) 0.001 (0.000) 0.001 (0.000) -0.001 (0.000) Y Y Y Y Y Y Y Y Y Y 0.04 10,754 0.06 10,754 0.05 10,754 0.08 6,186 0.36 10,755 0.37 7,940 5,553 5,553 Source: Author's estimates. 1/ Robust standard errors are in parenthesis. Errors are adjusted for clustering at the industry-year level in columns (1)-(6). 2/ Significance at the 10, 5, and percent level is denoted by *, **, and ***, respectively. Table 2.4 Effect of Trade Protection on Total Factor Productivity at the Industry Level 1/ 2/ (3) (2) (1) PanelA: TotalFactorProductivity -0.066 * Lagged tariffs (0.040) Year fixed effects Industry fixed effects (NIC4) Lagged total factor productivity Arellano Bond estimator R2 Y Y -0.054 ** (0.025) Y Y Y Y Y 0.84 817 Obs -0.043 ** (0.022) 0.90 693 .568 568 Panel B: Total Factor Productivity Growth Lagged tariffs Year fixed effects Industry fixed effects (NIC4) Lagged total factor productivity growth Arellano Bond estimator -0.045 (0.028) -0.050 (0.033) Y Y Y Y Y -0.082 ** (0.037) Y Y R2 0.31 0.37 Obs 691 567 1/ Robust standard errors are in parentheses. 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E N , ,c * on N ,I 0 0 o. 0~ oON 6) 00 C) * C, C ) C)W * 0 r-0 - o Cl _*c 0 C* 0 .e C)3* -c, c I¢ * * * 0 -* ; C C)0) N Oh (-: "T C) (-ZC' C) 6Dn o(-4 0 . 0~ cl ,,.-> * * * ._1 -o (- ' · 0 C 4E , 0^0 ~ o ( ct C)C) * O O o o ..,,. i u) 0C') "0u C) XC) C) 0 C) (:- O-o O o 0= -o .2aO=C~4 OC) C) 0: 0 C ) : = o) .S V: 0 Vo~ o o -x -o o .2 -X C) x C) -e C) C) C)s C)3 C) rA mO I- ca1 C) 5 -Cl 0 E 0 V In O -V C O0 ©f -0 U0 .o ©0 C) C)*- m£ Figure 2.1 India: External Tariffs Panel A: Average Nominal Tariffs 120 100 80 - 60 40 20 19S1 9 19S9 990 991 992 993 994 995 996 991 99S 999 000 200X Panel B: Standard Deviation of Nominal Tariffs 60 50 40 30 20 10 X9s1 9% 9 \990 99\ 99' 993 Source: Author's estimates. 994 995 996 991 99% 999 20°0 200x Figure 2.2 Evolution of Tariffs by Industry, 1987-2001 F- Agculturl Prducts Wood Weed lO - 100 90 ao - = - 70 80 = - , 70 60 A 50 so-__X\~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~j 40 30 - 20 10 - I :L- I . . Extraction 100 90 -- _ --_ . 70 60- " 01 1987 1989 1991 1993 1995 1997 1999 2001 Uranium 100 ..... 901 _ 80 70 60 90 40 30 _20- _- -. 50 - _ 30 . ; of Crude Petroleum __ - 80 . I I . I ___ __ _ _ 101987 1987 99 '.989 191 1991 1993 93 1995 19 1997 1997 1999 1999 2001 20 1987 1989 1991 1993 1995 1997 1999 2001 ri - . Food Products 120 100 80 60 40 20 1987 1989 1991 100 _ - . .- __ 1999 2001 Tanning _ - 100 -- - - - 100 90 80 70 60 50 40 30 20 10 0 - ___\ 60- _ _ _ 40- _ -____ 60- ____ 20 - 40___ 8 . 1987 .1.9.99 198'1 1991 . 99. 1993 . . 1995 .0. 1997 1999 20 2001 1987 1989 Wood _____ 90 90 80 70 60 50 40 30 20 1997 120 1 _ _ 80- 1995 Wearing Apparel Textiles 120 - 1993 ... _ . . _____ 1989 1991 1993 1995 1997 1999 2001 I . . I I 1987 1995 100 90 1 ~ 1989 1991 I . . . 1993 1995 1997 1997 1999 2001 1999 2001 Publishing, Printing and Recording Media ' 80 70 60 50 40 30 20 10 1\ 1987 1993 Paper and Paper Products ........ I . 1991 and Dressing of Leathers 1 1987 1989 1987 1989 1991 1993 1999 1997 1999 2001 1991 1993 1995 1997 1999 2001 1987 1997 1989 1989 1991 1991 1993 1993 1995 1995 1997 1997 1999 2001 1999 2001~~~~~~~~~~~~~~~~~~~~~~ l Figure 2.2 Evolution of Tariffs by Industry, 1987-2001 (continued) Rubber and Plastic Products Coke, Refined Petroleum Products etc. 140 - 100 90 - 120 - 80 - 70- 80 5040 - 80 60 -_ 30 - - 40 __ 20 10 - 20 o- 7 19 1987 1989 19..... .. . 1991 1995 1993 1 1997 1999 1987 2001 1989 1991 1993 1995 1997 1999 2001 l Non-Metallic Mineral Products Fabricated Metal Products Basic Metals 140 100 90 120 100 80 100 70 80 \1 60 60 50 40 30 20 80 20 - ... I.... I.- 10 0 , ............. 1987 1989 1 1991 1993 1995 Macinery NEC 1997 1999 1987 2001 \ 40 40 40 i ._ - - 1989 1991 1993 1995 1997 20 1999 1987 2001 1989 1991 1993 1995 1997 1999 2001 Electrical Machinery etc. Office, Accounting and Computing Equipment 140 100 90- 120 100 70 80 60 30 20 10- 40 'I ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 50 t ~ )~ I 40 ~~ 30 20 10/ . I .. ,.. 1989 0 ..... 1991 1993 1995 1997 1999 1 . . . . . . . . . . . 1987 2001 100- 11 100 90 80 70 \ 80 1991 1993 1995 1997 1999 1987 2001 Medical, Precision and Optical Instruments Radio, Television etc. Equipment 120 1989 __ _ 8_- 20 1987 j A 60\ 50 40 . 80 70 - 80 1989 1991 1993 1995 1997 1999 2001 Motor Vehicles, Trailers etc. 120 - 100- * 1 \4 60 60 80 90 1987 30 40 20 10- 40 20 40 ., 19 11 200 I ,.............. 1987 1989 1991 1993 1995 1997 1999 2001 1987 1 1989 1991 1993 1995 1997 1999 1987 1987 2001 1 1989 9 11993 1991 1-'~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ O0hr. Transpct Equipnent 100 I i 90-_ _ 70000 Furniture 12o] 100 - - Manufacure NEC - 80 60 ! 1 40 -40 30! 201o 01987 20 0 1989 1991 Note: Averagetariffs usingthe NIC2 classification. 1993 1995 1997 1999 2001 1987 1989 1991 1993 1995 1997 1999 2001 5 1995 . 11999 1997 2001 Figure 2.3 Evolution of India's Trade 25 Merchandise Trade (Inpercent of GDP) .. ^_ 20 15 0~~~~~~~~~~~ . 10 5 ,_ ,5 1980/81 1983/84 1989/90 1986/87 -- U Exports 1992/93 Imports A 1995/96 1998/99 2001/02 Total trade 8()o 700 6)0 500 400 300 2(00 1 O0 1980/81 1982/83 1984/85 | 1986/87 1988/89 1990/91 Import volume 1992/93 1994/95 Export volume IReal 1996/97 1998/99 2000/01 GDP Figure 2.4 Direction of Tariff Changes 1.2 - 0.8 0,6 I1 ~-I 1~ * - * *n ..... 0.4 0.2 0 i 1992 1993 I 1994 1995 I 1996 1997 1998 I 1999 1 % Items with tariff reductions E % Items with tariff increases 2000 2001 C9 Cl. 11 07.- E) S 0 0 -= r.L cn H lz2 0 :tm wQl a) a) Ct jOn 0 i a1) M~ - 04 CI [/ l I'D N C7 M .tn w -4 E I' MC C " Cl(7. o" C) CM ' O M C, N " - V - V C) a.0). - *H '-' ct0 Z) 0 ue C) C =2 .) 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A, _ 0 2 .-. m C C E O CX tX < _ ,C Table 2.A4 State Classifications Geographical classification CoastalState AndhraPradhesh DamanandDiu DadraandNagarHaveli Goa Gujarat LandLockedStates Assam Bihar Chandigarh Chattisgarh Delhi Haryana Kamrnataka Kerala HimachalPradesh Maharashtra JammuandKashmir Jharkhand Orissa Pondicherry MadhyaPradesh Nagaland TamilNadu WestBengal Punjab Rajasthan Uttar Pradesh Investmentclimate(WorldBank,2002) Best Good Gujarat TamilNadu Maharashtra AndhraPradesh Medium Delhi Punjab Kamrnataka Laborlaws(BesleyandBurgess,2002) EmployerFriendly WorkerFriendly AndhraPradhesh Gujarat Karnataka Maharashtra Kerala Orissa MadhyaPradesh WestBengal Rajasthan TamilNadu FinancialDevelopment (creditpercapita,ReserveBankof India) Abovemedian Belowmedian AndhraPradesh Andaman& NicobarIslands Chandigarh ArunachalPradesh Daman& Diu Assam Delhi Bihar Goa Dadra& NagarHaveli Gujarat Lakshadweep Haryana MadhyaPradesh HimachalPradesh Manipur Jammu& Kashmir Meghalaya Karnataka Mizoram Kerala Nagaland Maharashtra Orissa Pondicherry Rajasthan Punjab Sikkim TamilNadu Tripura WestBengal UttarPradesh Pre-ReformGrowth(1980s) Highgrowth Lowgrowth ArunachalPradesh Andaman& NicobarIslands Delhi AndhraPradesh Goa, Daman and Diu Assam Gujarat Bihar Haryana Jammu&Kashmir HimachalPradesh Kerala Karnataka MadhyaPradesh Maharashtra Manipur Nagaland Meghalaya Punjab Orissa Rajasthan Pondicherry Sikkim Tripura Tamil Nadu UttarPradesh WestBengal Pre-ReformPerCapitaGDP (1990/91) High Per Capita GDP Andaman& NicobarIslands ArunachalPradesh Delhi Goa,DamanandDiu Gujarat Haryana HimachalPradesh Maharashtra Pondicherry Punjab Sikkim TamilNadu WestBengal Neutral Assam Bihar Haryana Punjab UttarPradesh JammuandKashmir Low Per Capita GDP AndhraPradesh Assam Bihar Jammu&Kashmir Karnataka Kerala MadhyaPradesh Manipur Meghalaya Nagaland Orissa Rajasthan Tripura UttarPradesh Sources:NationalAccountsStatistics,unlessotherwiseindicated;andauthor'sestimates. Poor Kerala WestBengal UttarPradesh Chapter 3 Unappreciated Service: Performance, Perceptions, and Women Leaders in India Summary 3 This paper studies the impact of reservation for women on the performance of policy makers and on voters' perceptions of this performance. Since the mid 1990's, one third of Village Council head positions in India have been randomly reservedfor a woman: In these councils only women could be elected to the position of chief. Village Councils are responsible for the provision of many local public goods in rural areas. Using a data set which combines individual level data on satisfaction with public services with independent assessments of the quality of public facilities, we compareobjectivemeasures of the quantity and quality of public goods, and information about how villagers evaluate the performance of male and female leaders. Overall, villages reserved for women leaders have more public goods, and the measured quality of these goods is at least as high as in non-reserved villages. Moreover, villagers are less likely to pay bribes in villages reserved for women. Yet, residents of villages headed by women are less satisfied with the public goods, including goods that are beyond the jurisdiction of the Panchayat. This may help explain why women rarely win elections even though they appear to be at least as effective leaders along observable dimensions, and are less corrupt. 127 3.1 Introduction Relative to their share in the population, women are under-represented in all political positions. In June 2000, women comprised 13.8% of all parliament members in the world, up from 9% in 1987. Relative to economic opportunities, education and legal rights, political representation is the area in which the gap between men and women has narrowed the least between 1995 and 2000 (Norris and Inglehart, 2000).. Many governments are taking active steps to encourage the participation of women in policy making, notably by establishing quotas for women in parliaments or in local governments. Previous research has shown that mandated representation of women leads to a dramatic increase in women's access to political decision making (Jones, 1997, Chattopadhyay and Duflo, 2004). There is also evidence that reservations for women do affect policy (Chattopadhyay and Duflo (2004) present evidence for India, which is also the setting of this study). In particular, women leaders increase the provision of public goods that benefit women. The potential role of political reservation is related to the reasons women find it difficult to become politicians in the first place. One possibility is that it is hard for women to win elections, because voters believe women would be less effective once in office. In this case, political reservation may allow voters to learn about the efficacy of women as policy makers. On the other hand, women may indeed be less effective (at least initially) or voters may require time to adjust their priors. This would mean that reservations would have to remain in place for a long time before equality in political representation was achieved. Laboratory experiments suggest that women leaders are often evaluated more negatively than male leaders, holding performance constant. These studies (see Eagly and Karau (2002) for a survey) normally either provide written description of leadership situations, varying the sex of the leaders, or use trained actors to lead, allowing the experimenter to control the degree of success the leader achieves. Women are typically judged to have less leadership abilities than men with similar characteristics, and the same actions performed by men and women in leadership situations are evaluated more negatively when women are the leaders. The survey concludes that the bias against women is most pronounced when the leadership role is typically a male role. This evidence stands in contrast with survey data, which suggest that women leaders are 128 seen as more effective and less likely to be corrupt. For example, a survey of 800 people in 8 countries in East Africa by the British council (British Council, 2002) found that more than 70% of people thought women performed better than or as well as men, and more than half of the people interviewed thought that women politicians were less corrupt and cared more about basic needs of the community than men. This discrepancy may arise naturally because so few women are elected as politicians. Those who manage to win elections may be extremely effective leaders, and perceived as such. The same fact may bias the cross-sectional relationship that has been observed between women's representation and the quality of governance (see World Bank (2001) for a survey of these studies). Studies documenting a relationship across countries between women's representation and the quality of governance (e.g. Dollar, Fisman and Gatti (2001), Swamy, Knack, Lee and Azfar (2001)) are also possibly biased, since women are more likely to be elected in countries that are more liberal and progressive, and these may also be countries in which corruption is less prevalent. In summary, little is known about the relative performance of women as policy makers, or about how their performance is evaluated by voters. This paper presents evidence on three aspects of women's performance in office (as measured by the quality and quantity of various public goods provided and the likelihood of taking bribes) and on the perception of this performance by the voters in India's village councils. In 1993, an amendment to the constitution of India required Indian states both to devolve more power over expenditures to local village councils (Gram Panchayats, henceforth GPs) and to reserve one-third of all positions of chief (Pradhan) to women. Since then, most Indian states have had two Panchayat elections (Bihar and Punjab had only one, in 2001 and 1998 respectively), and at ]least one-third of village representatives are women in all major states except Uttar Pradesh, where only 25% of the village representatives are women (Chaudhuri, 2003). A particularly attractive feature of the reservation policy, from our point of view, is that the states randomly selected which GPs would be reserved for women. When we compare measures of performance and satisfaction in reserved and unreserved GPs, the difference can be confidently attributed to the reservation policy. These comparisons will thus not suffer from the bias of previous studies. 129 We use data collected by the Public Affairs Centre (PAC) in Bangalore, an NGO concerned with the dissemination of user-satisfaction reports for public services. In 2000, PAC conducted a survey of households and facilities in 2,304 randomly selected villages in 24 states. The survey combines individual survey data on satisfaction with public goods (for a range of public goods) and information on whether villagers had to pay bribes for different services with detailed direct observation of the public goods themselves. We thus have objective measures of the performance of women vs. men (in ex-ante identical villages), and information about how villagers evaluate the performance of male and female leaders. The results are striking. Overall, villages reserved for women leaders have more public goods, and the measured quality of these goods is at least as high as in non-reserved villages. Moreover, villagers are less likely to pay bribes in villages reserved for women. Yet, villagers are less satisfied with the public goods they receive in villages headed by women. Consistent with previous studies, we find that the results on the quantity and quality of public goods are driven by larger investment in drinking water infrastructure; yet, villagers (both men and women) in reserved villages are also more dissatisfied with the quality of the water infrastructure. While satisfaction with water infrastructure is positively correlated with the number of public taps and handpumps in villages headed by men, this is not the case in villages headed by women. In addition to suffering a lower overall satisfaction rating, women Pradhans are not given credit for improvement in the infrastructure. Moreover, in villages reserved for women, the villagers' satisfaction rating is lower even for goods over which the Panchayat has no control. Prima facie, women do not appear to be ineffective leaders for their communities. As a large experimental literature suggests should be the case,1 they are also less likely to be corrupt. However, they receive less favorable evaluation from villagers than men. This apparent contradiction could occur either because women perform worse along important but unobservable dimensions, or because women are less favorably evaluated than men for reasons unrelated to performance. The remainder of the paper is organized as follows. Section 3.1 describes the institutional context of the Gram Panchayats while Section 3.2 presents the data used in the analysis. In Section 3.3 the empirical strategy is explained, and the results are presented. 'Eagly and Crowley (1986), Eckel and Grossman (1998). 130 Section 3.4 concludes the paper. 3.2 Institutions: The Panchayat system and Reservations The Panchayat is a system of village level (Gram Panchayat), block level (Panchayat Samiti), and district level (Zilla Parishad) councils, responsible for the administration of local public goods. Members are elected by the people. The size of the Gram Panchayat (GP) in terms of number of people and villages varies across states. In West Bengal for example, each GP encompasses 10,000 people in several villages (between 5 and 15). The GPs do not have jurisdiction over urban areas, which are administered by separate municipalities. Voters elect a council and in most states directly vote for a Pradhan or council chief.2' 3 Candidates are generally nominated by political parties, but must be residents of the villages they represent. The council makes decisions by majority voting (the Pradhan does not have veto power). The Pradhan, however, is the only member of the council with a full-time appointment. The Panchayat system has formally existed in most of the major states in India since the early 1950s. However, prior to the 1990s, it was not generally effective: elections were not held, and the Panchayats did not assume any active role (Ghatak and Ghatak, 2002). In an effort to correct this, the 73rd amendment to the Constitution of India in 1992 established the framework of a three-tiered Panchayat system, with regular elections, throughout India. It gave the GP primary responsibility in implementing development programs, as well as in identifying the needs of the villages under its jurisdiction. Between 1993 and 2003, all major states but two (Bihar and Punjab) have had at least two elections. Although states have devolved powers to the GP to differing extents, the core responsibilities of the village panchayats include administering local infrastructure (public buildings, water, roads) and identifying recipients of targeted welfare. The main source of financing is still the state, but most; of the money which was previously earmarked for specific uses is now allocated through four broad schemes: the Jawhar Rozgar Yojana (JRY) for infrastructure (irrigation, drinking water, roads, repairs of community buildings, etc.); a small additional drinking water 2 In Karnataka, Kerala, Maharashtra and West Bengal, voters elect the council, which then elects the Panchayat chief from its members. 3 'In some states, the chief is called a Sarpanch. In this paper, we will use the terminology "Pradhan." 131 scheme; funds for welfare programs (widow's, old age, and maternity pensions, etc.); and a grant for the administrative expenses of the GP. The GP has, in principle, complete flexibility in allocating these funds. At this point, the GP has no direct control over the appointments of government paid teachers or health workers, but in some states (Tamil Nadu and West Bengal, for example), there are Panchayat-run informal schools. In addition to devolving powers to the Panchayat, the 73rd Amendment also required onethird of the seats in all Panchayat councils, as well as one-third of the Pradhan positions, to be reserved for women. Seats and Pradhan's positions were also reserved for the two disadvantaged minorities in India, "scheduled castes" (SC) and "scheduled tribes" (ST), in the form of mandated representation proportional to each minority's population share in each district. Reservations for women have been implemented in all major states except Bihar and Uttar Pradesh (which has only reserved 25% of the seats for women in the 1995/96 elections). States were instructed to ensure the random assignment of reservation for women Pradhan across GPs. In West Bengal, for example, all GPs in a district are ranked in consecutive order according to their legislative serial number (an administrative number pre-dating this reform). They are then split in three separate lists, according to whether or not the Pradhan seat had been reserved for disadvantages minorities (these reservations were also chosen randomly, following a similar method). Using these three lists, every third GP starting with the first on the list is reserved for a woman Pradhan for the first election.4 Chattopadhyay and Duflo (2004) found that, in the 1998 elections, West Bengal strictly followed this rule in the reservation assignment. Table 3.1 compares the public goods available at the time of the 1991 census (well before any reservation) in villages that were reserved for women in 1999-2000 to those that were not. There are no statistical differences between villages located in reserved and unreserved GPs for any of the village characteristics, suggesting that the woman Pradhan reservations were indeed randomly assigned. A test for joint significance of the reservation variable in all the public goods equations has a p-value of 0.68. 4 For the next election, every third GP starting with the second on the list was reserved for a woman, etc. The Panchayat Constitution Rule provides tables indicating the ranks of the GPs to be reserved in each election. 132 3.3 Data The main data source for this study is the "Millennial Survey," conducted by the Public Affairs Centre, a non--government organization in Bangalore which is credited for starting the "report card movement" in India. The "Millennial Survey" covered 36,542 households in 2,304 randomly selected villages in 24 states. The purpose of the survey was to provide an independent assessment of key public services, using citizen feedback as well as direct evaluation of facilities. The Millennial Survey focused on five basic public services: drinking water and sanitation, health, education and child care, road transport and the public distribution system. An unusual feature of the survey is that it contains both subjective measures of the quality and objective measures of the quantity and quality of public goods provided in each village. This allows us to compare women's performance as leaders, and how villagers evaluate this performance. The PAC data consist of three parts: a household survey, an independent assessment of facilities available in each village, and a village profile sheet. The household survey measured the subjective evaluation of final users of public services: respondents answered questions about access, quality, reliability and their overall satisfaction with public goods. The number of respondents varies for each question, because citizens were only asked about services available in their village. Household characteristics were also collected. Several questions were asked about whether households found it necessary to pay bribes to obtain access to certain public services. As the provision of some of these services is the GP's responsibility, these questions present a measure of the incidence of corruption. The household survey was complemented by independent site visits, which included assessments of select public facilities such as water sources, primary schools, clinics etc. Again, the number of responses for these questions varies from question to question because a type of public good could not be assessed in a particular village if the good was not available. For each facility, a detailed survey was completed. We use the survey to construct a composite index of quality (ranging between 0 and 1). The construction of each index is detailed in a footnote to Table 3.2. To measure quantity we use either the number of available facilities (such as handpumps, public taps, buses) or in the case of schools, public health centers and fair price shops, an indicator of whether these public goods were available in the village. At the time we had access to the Millennial survey, data on quantity of public drinking water facilities had not 133 yet been reliably entered for the states of Himachal Pradesh, Kerala and Punjab. As Punjab and Kerala happen to be the two states where villagers overwhelming rely on private sources of drinking water, we do not believe the omission of these states affects our findings.5 Because the Millennial data were not collected for the purpose of comparing female and male GP leaders, many questions which might have shed light on leadership were not asked. However, this also means that it is very unlikely that the surveyors induced any bias that would complicate interpretation of the results regarding the gender of the leader. The PAC data are supplemented with data from the 1991 Indian census, whose collection was made prior to the implementation of reservations. The census data allow us to check whether reservation for women pradhan was in fact random. Most difficult to obtain were data on which villages belonged to GPs which were reserved for women. As the Millennial Survey was conducted in the end of 2000, we focus only on the major states that held elections between 1995 and 2000 (the leadership term of the Pradhan was set at 5 years after the 1973 amendment, but in some states elections were not held on time). Fourteen states are represented in the PAC data and held elections between 1995 and 2000. We collected information on reservations from visits to the state election commissions and rural development departments for 11 states in February 2003.6 The next step was to match villages to GPs. Systematic information in a central location about which villages are in which GPs is typically not available, and in many cases it was necessary to contact the district offices. For more than two-thirds of the villages in our sample, we were able to both match the village to the GP and obtain information about the Pradhan reservation status. This attrition is unlikely to bias our estimate of the impact of reservation, since the unit of reporting was not the Panchayat, but rather the district, and the proportion of GPs with women in each district was identical (by design) to the proportion in a state, or in the sample. The main consequence of any differential selection would be to over-represent wealthier districts, as well as those with more competent administrators. 7 5More than 90 percent of respondents indicated that they rely primarily on public sources for drinking water, except in Kerala and Punjab where the percentage of people relying on public sources was 46 and 21 percent respectively. 6 The 11 states included are Andhra Pradesh, Himachal Pradesh, Karnataka, Kerala, Maharashtra, Orissa, Punjab, Rajasthan, Tamil Nadu, Uttar Pradesh and West Bengal. Time limitations prevented collection of GP reservation data for Gujarat, Assam and Manipur. 7 For Uttar Pradesh, we were able to match mostly large villages to Gram Panchayats. The regressions control 134 The Millennial data was collected over a period of several months, beginning in the end of 2000. Many states in our sample 8 had their first elections incorporating the 73rd Constitutional Amendments in 1995. In all of these states, GP elections were due and were held in 2000. Due to the rotational assignment of reservation, GPs which were reserved for women Pradhan were 'de-reserved" and new GPs were reserved for women. Since less than a year had passed between the election and the survey, we used the 1995-2000 reservation status in all states. However, for flow measures of quality of public services such as cleanliness, maintenance etc., we use the reservation status of the current Pradhan, i.e. during the 2000-2005mandate. Information on Pradhan reservation as of the end of 2000 was available for seven states. 9 Our sample thus consists of approximately 810 villages when analyzing household satisfaction and availability of public services, and 680 villages when analyzing the quality of public services. 3.4 3.4.1 Empirical Strategy and Results Specification Within each state, one-third of GPs were randomly chosen to be reserved for women. This means that, conditioning on the state, any difference between the quality and quantity of public goods in reserved and unreserved GPs can be confidently attributed to the reservation policy. Likewise, any differences households report on their level of satisfaction with a public service or necessity to pay a bribe for it can also be attributed to the policy. Table 3.2 presents the means of the quantity, the quality and the measure of satisfaction for five categories of public goods, and the coefficient on a woman Pradhan dummy in the following regression, run separately for each good k. Yjk = cak + /3kRj + Xjk + ijk (3.1) Where Yjk is the quantity (quality or satisfaction) of goods of type k in village j, Rj is a dummy variable indicating whether or not the village was part of a GP where the position of Pradhan for state fixed effects and village class dummies (a dummy of whether the village is small, medium or large). "Andhra Pradesh, Himachal Pradesh, Kerala, Maharashtra, Rajasthan, Uttar Pradesh. 'Andhra Pradesh, Karnataka, Kerala, Maharashtra, Orissa, Punjab, Tamil Nadu, West Bengal. 135 was reserved for a woman as of the beginning of 2000, and Xj is a vector of control variables (state fixed effects and a dummy for the size of the village). For easy comparison across types of public goods, all the variables are expressed as standard deviations from the mean of the distribution in the unreserved villages. A central variable of interest is the average of these coefficients across all goods. We estimate: 5 k=l where Nk is the number of observations used in the good k regression, and N is the sum of all the observations in the five regressions. The standard error for these averages is derived from the variance covariance matrix for the 5 coefficients obtained from jointly estimating the equations for the 5 public goods (see Katz, Kling and Liebman (2004)). We then estimate the coefficient /ok in the regression: Yijk = Ck + 3kR + XjYk + Vjk + Eijk (3.2) where Yijk is a dummy variable indicating whether respondent i in village j is satisfied with the quality of good k (in Table 3.2, columns (6) to (8)) or had to pay a bribe to get good k (in Table 3.3). The regression is run at the individual level, and we correct for clustering of the standard errors at the GP level.1 0 In columns (7) and (8) of Table 3.2, and (3) and (4) in Table 3.3 we report the coefficients separately for male and female respondents. The average effects and the associated standard errors are obtained as described above. 3.4.2 Results Consistent with the results in Chattopadhyay and Duflo (2004), reservation for women leads to more investment in drinking water infrastructure. There are significantly more public drinking water taps and handpumps when the GP is reserved for a woman, and there is also some l°We have also run a specification where we control for a vector of household level covariates. The results are essentially unchanged. They are reported in table 3 columns 5 to 7 for the incidence of bribes. 136 evidence that the drinking water facilities are in better repair (though this coefficient is not significant at the 5% level). Consistent with these results as well (Chattopadhyay and Duflo (2004) find that the other effects are either insignificant or are opposite in sign in the two states they consider) there are no significant coefficients for the other public goods, However, there are four positive coefficients and only one negative coefficient in the quantity regression. In the quality regression, all coefficients are positive. Overall, the average effect of reservation on the availability of public goods in a village is positive and significant (the coefficient is 0.078 standard deviations, with a standard error of 0.041). The average effect of the reservation on the quality of public goods is positive as well, but not significant (the coefficient is 0.016 standard deviations, with a standard error of 0.011). To summarize, women leaders do a better job at delivering drinking water infrastructure, and at least as good a job at delivering the other public goods. Table 3.3 reports the mean value of whether or not the respondent had to pay a bribe, and the coefficient of the reservation dummy. For all types of bribes, respondents (both men and women) are less likely to report that they needed to pay a bribe to obtain a service when the GP is reserved for a woman than when it is not reserved. Overall, both men and women are significantly less likely to have to pay a bribe to obtain a service if they live in a GP where the position of Pradhan is reserved for a woman. Women do appear to be less corrupt than men. In contrast, as reported in column (6) of Table 3.2, respondents are less likely to declare that they are satisfied with the public goods they are receiving in villages with female Pradhans. On average, they are 2 percentage points less likely to be satisfied. This number is significant at the 95% level, and it also corresponds to a large (25%) relative increase in the rate of dissatisfaction, since the satisfaction ratings are overall very high. 1l This is true for every good individually, and for female as well as male respondents. Particularly striking is the fact that individuals are less satisfied with water service, even though both the quality and quantity of drinking water facilities is higher in reserved villages. The coefficient on dissatisfaction is 2.4%, with a standard error of 1.8%. Moreover, women are as likely to be dissatisfied as men. Interestingly, respondents are also significantly less satisfied with the quality of the public health services when the Pradhan is a woman. This is despite the fact 1 The fraction of respondents saying that they are satisfied is 82%, averaged across all goods. 137 that health services were centrally administered and not under the jurisdiction of Panchayats in the 11 states in the study in this period. There was thus no reason the quality of health services should be different in reserved Panchayats (indeed, our objective measures of quality and quantity are uncorrelated with the reservation variable). Chattopadhyay and Duflo (2004) show that women and men care about different public goods and that female Pradhans tend to invest 'in goods preferred by women. This could explain a general dissatisfaction among men with leadership when the Pradhan is a woman. However, it does not explain why women are also less satisfied. Nor can it explain why both women and men are less satisfied with the public goods they receive. 3.4.3 Discussion While reservation is randomly assigned, the coefficient on the reservation for women in the satisfaction regression does not necessarily reflect discrimination against women in politics: though we observe that women invest more in observable water equipment (and no less in others), one possibility is that women invest in the wrong kinds of repairs. For example, they may spend more public money repairing the water facilities and building new ones, but their repairs may not correspond to what villagers really need. To assess to what extent the quality and quantity variables we include correspond to respondents' concerns, and to get some sense of how controlling for these variables affects the evaluation of women, we run the following regressions: Yijk = k + AkQjk + PLkQljk+ VkQjk * Rj + kQljk * Rj + Xjk + Vjk + eijk where Qjk is the quantity of public good k in village j, and Qljk (3.3) is the quality of public good k in village j. The results are presented in Table 3.4. Each regression is in a different column, with the coefficients in rows. Column (1) in the Table gives the average results across all public goods. Columns (2)-(6) present the results for each individual good. Across all goods, villagers' satisfaction is positively and significantly associated with quality, but not with quantity. The coefficient on the reservation dummy is still negative. The interactions between the quality and the women reservation dummy and quantity and the women 138 reservation dummy are both negative, suggesting that women are given less credit for both quality and quantity. However, they are given some credit: the sum of the quality variable and its interaction with the women reservation variable is still positive and significant. Not surprisingly, the coefficient on the reservation dummy is now larger than it was in Table 3.2 (-0.028 instead of -0.020). The overall effect of the reservation at the mean of the quality and quantity variables is -0.022, very close to the -0.020 we estimated in Table 3.2. The quality index ranges between 0 and 1. It is interesting to note that in the regression across all public goods, the coefficient on the women reservation dummy is similar in magnitude but opposite in sign to the coefficient on the quality variable. This implies that the effect of having a female Pradhan on satisfaction is as large as the impact of transforming the average quality of the public goods available in the village from entirely "good" to entirely "bad" (for example a water source with no drain, no coverage, some leaks, etc...) in this scale. The determinants of satisfaction with the provision of drinking water are of particular interest. First, for most goods (such as public health facilities, public transportation), quantity is not controlled by the Panchayat, and changes very slowly over time. It is therefore not surprising that, on average, satisfaction is more closely linked to quality rather than to quantity. Water is an exception in the sense that the Panchayat can affect the quantity by increasing the number of facilities. This is reflected in the data: satisfaction with drinking water facilities is significantly associated with quantity, rather than with quality. Second, as we saw in Table 3.2, there are significantly more drinking water facilities in villages that are reserved for women. However, the coefficient on the interaction between quantity and reservation is negative, and almost as large as the coefficient on the quantity variable (though not significant). Moreover, the general level of satisfaction is lower among reserved GPs. Two factors appear to contribute to the lower reported satisfaction with drinking water in reserved GPs. First, women are not credited for the investment they are making as much as men are. Second, the base level of satisfaction with women leaders (irrespective of quality or quantity) is lower to start with. 139 3.5 Conclusion Prima facie, women do not appear to be ineffective leaders for their communities. As a large experimental literature suggests should be the case,1 2 they are also significantly less likely to be corrupt. However, for all public goods, their performance is judged to be worse than that of men. Overall satisfaction across all five public goods is significantly lower in villages reserved for a female Pradhan. There are various explanations for this finding. It could be that women's performance is worse in important unobservable dimensions. It could be that new leaders are judged less favorably than established leaders.1 3 It could be that women have worse characteristics than men. Chattopadhyay and Duflo (2004) show that women elected to reserved seats are poorer than their male counterparts, they are less experienced, less educated, and less likely to be literate. Voters may use these characteristics in forming their opinion on the quality of their leaders. Finally, it could be that villagers generally expect women to be less effective leaders, and these priors are slow to adjust, even in the face of facts. The data do not allow us to distinguish among these different hypotheses. However, the fact that even public goods beyond the jurisdiction of the Panchayat leader are judged to be worse in woman-headed Panchayats implies that the first explanation is the least likely. The results, however, suggest that women face an uphill battle in politics. This may explain why they rarely win elections even though they appear to be at least as effective leaders along observable dimensions, and are less corrupt. This may also help explain why women are not reelected once their seats are no longer reserved. In Udaipur district in Rajasthan, Chattopadhyay and Duflo (2004) found that none of the women who had been elected on a reserved seat in 1995 were reelected in 2000. The results also indicate that some caution is warranted when user-satisfaction reports are used as a policy tool. "Citizen report cards" have increasingly been advocated as a means of improving the quality of governance in developing countries. Reports by the general public are used to pressure the state to improve the delivery of public services, or even to fire officials 12 Eagly and Crowley (1986), Eckel and Grossman (1998). Linden (2004) finds that there is an incumbency disadvantage in India. However, two-terms incumbents are treated more favorably than one-term incumbents. 13 140 implicated in wrongdoing. This in particular was a dominant theme in the last World Bank Development Report on social services delivery (World Bank, 2004). Yet the data show that citizens' opinions may be influenced by factors other than the quality of the public services they are supposed to be evaluating. 3.6 Bibliography British Council. "Effective leaders, view from Central and East Africa." mimeo, London, 2002. Chattopadhyay, Raghabendra, and Esther Duflo. "Women as policy makers: Evidence from a randomized policy experiment in India." Econometrica, 2004, 72(5), pp. 1409-1443. Chaudhuri, Shubham "What difference does a constitutional amendment make? The 1994 Panchayati Raj Act and the attempt to revitalize rural local government in India." mimeo, Columbia University, 2003. Dollar, David, Raymond Fisman, and Roberta Gatti. "Are women really the "fairer" sex? Corruption and womenin government." Journal of Economic Behavior and Organization, 2001, 46(4), pp. 423-429. Eagly, Alice H., and M. Crowley. "Gender and helping behavior: A meta-analytic review of the social psychological literature." Psychological Bulletin, 1986, 100, pp. 283-308. Eagly, Alice H., and Steven J. Karau. "Role congruity theory of prejudice toward female leaders." Psychological Review, 2002, 109, pp. 573-598. Eckel, Catherine, and Philip Grossman. "Are women less selfish than men?: Evidence from dictator experiments." Economic Journal, 1998, 108(448), pp. 726-735. Ghatak, Maitreesh, and Maitreya Ghatak. "Recent reforms in the Panchayat system in West Bengal: Toward greater participatory governance?" Economic and Political Weekly, 2002, pp. 45-58. Jones, Mark P. "Legislator gender and legislator policy priorities in the Argentine chamber of deputies and the United States house of Represntatives." Policy Studies Journal, 1997, 25(4), pp. 613-629. 141 Katz, Lawrence F., Jeffrey R. Kling, and Jeffrey B. Liebman. "Moving to opportunity and tranquility: Neighborhood effects on adult economic self-sufficiency and health from a randomized housing voucher experiment." mimeo, Princeton University, 2004. Linden, Leigh. "Are incumbents really advantaged? Exploring the preference for nonincumbents in India." mimeo, MIT, 2004. Norris, Pippa, and Ronald Inglehart. "Cultural barriers to women's leadership: A worldwide comparison." IPSA 2000 paper, 2000. Swamy, Anand, Stephen Knack, Young Lee, and Omar Azfar. "Gender and corruption." Journal of Development Economics, 2001, 64(1), pp. 25-55. World Bank. Engendering Development: Through Gender Equality in Rights, Resources, and Voice (Oxford University Press and World Bank), 2001. World Bank. World Development Report 2004: Making Services Work For Poor People, 2004. 142 Table 3.1 Comparison of Reserved and Unreserved Villages in 1991 Reservation Dependent Variable Mean Mean Unreserved Reserved Difference N (1) (2) (3) (4) Effect with State Fixed Effects (5) - Total Population 2,817 2,805 -12 (229) 938 66 (120) Literacy 0.396 0.378 -0.018 (0.012) 938 -0.012 (0.010) Female Literacy 0.282 0.263 -0.019 940 -0.009 (0.010) (0.013) Male Literacy 0.502 0.486 -0.016 (0.012) 940 -0.012 (0.010) Percentage of Irrigated Land 0.282 0.342 0.059 (0.032) 642 0.034 (0.023) I if Village has a Bus or Train Stop* 0.627 0.554 -0.073 (0.034) 940 0.021 (0.025) Number of Health Facilities* 0.604 0.685 0.081 809 0.126 (0.122) (0.121) 1 if Village has Tube Well* 0.335 0.308 -0.027 (0.040) 789 -0.031 (0.031) 1 if Village has Hand Pump* 0.699 0.751 0.052 (0.034) 786 -0.009 (0.026) 1 if Village has Well* 0.724 0.703 -0.020 (0.032) 898 -0.032 (0.028) 1 if Village has Community Tap* 0.393 0.373 -0.020 (0.036) 825 0.026 (0.030) Number of Primary Schools* 1.857 1.780 -0.077 (0.135) 919 -0.004 (0.106) Number of Middle Schools* 0.714 0.689 -0.025 (0.065) 839 -0.021 (0.050) Number of High Schools* 0.371 0.364 -0.007 (0.046) 808 0.026 (0.036) Total Number of Schools 2.832 2.726 -0.105 (0.201) 920 -0.012 (0.142) Notes: a Standard enrrorsbelow the coefficients b Regressions control for state fixed effects and village class dummies C F-Test ofjoint significance of the variables marked with an asterix is 0.17 with 1 and 937 degrees of freedom (p-value 0.68). Source: Census of India, 1991 Table 3.2 Effect of Female Leadership on Public Goods Quality, Quantity, and Satisfaction Quality Quantity Dependent Variable A. OVERALL Weighted Average Mean (1) Norm. Reservation (2) Mean (3) Reservation (4) Mean (5) Satisfaction Reservation Men All (7) (6) Women (8) 4.35 0.078 (0.041) 0.569 0.016 (0.011) 0.818 -0.020 (0.010) -0.020 (0.010) -0.017 (0.013) Water 20.11 (33.46) 633 0.191 (0.098) 0.392 (0.189) 611 0.016 (0.014) 0.835 (0.297) 6802 -0.024 (0.018) -0.021 (0.022) -0.027 (0.021) Education 0.94 (0.24) 810 0.130 (0.064) 0.892 (0.242) 543 0.015 (0.021) 0.855 (0.198) 3661 -0.013 (0.011) -0.010 (0.011) -0.024 (0.023) Transportation 2.26 (1.02) 635 -0.020 (0.082) 0.306 (0.292) 596 0.006 (0.025) 0.891 (0.189) 3868 -0.007 (0.016) -0.007 (0.016) 0.008 (0.029) Fair Price Shops 0.77 (0.42) 805 0.028 (0.069) 0.688 (0.289) 498 0.023 (0.027) 0.747 (0.309) 7212 -0.022 (0.015) -0.026 (0.017) -0.015 (0.022) Public Health Facilities 0.65 (0.48) 809 0.066 (0.072) 0.654 (0.352) 355 0.017 (0.036) 0.803 (0.366) 741 -0.063 (0.033) -0.086 (0.039) -0.027 (0.053) B. BY PUBLIC GOOD TYPE Notes: b Standard deviation and number of observations below the mean, and standard errors (corrected for clustering at the GP level) below the coefficients All coefficients expressed in number of standard deviations of the independent variables The standard errors of the weighted averages of the coefficients are obtained by jointly estimating the coefficient in a SUR framework Regressions control for state fixed effects and village class dummies f h The water quantity variables is the number of public drinking water taps and handpumps in the village The water quality variable is a 0-1 index aggregating the responses to the following questions (by observations) drain around source, no leakage, washing platform, caretaker, public latrine, drainage The education quantity variable is an indicator of whether there is any education facility (school or non-formal education center) available in the village The education quality variable is an index aggregating the answer to the questions: quality of school's playground, blackboard, toilet and availability of drinking water The transportation quantity variables is the number of public transportation facilities the village (public and private buses, vans, taxis etc.) The transportation quality variable is a 0-1 index aggregating the responses to the following questions: shelter at bus stand, information about bus, whether bus is new, whether the road repaired in the past 6 months The Fair Price shop quantity variable is an indicator of whether there is a fair price shop available in the village The Fair Price shop quality variable is a 0-1 index aggregating the responses to the following questions (responses obtained by observation) prices displayed, prevalence of arguments and complaints, behavior of shopkeeper The Public health quantity variable is an indicator of whether there is a public health center available in the village The Public health quality variable is a 0-1 index aggregating the responses to the following questions (responses obtained by observation) cleanliness of linens, floors, bathrooms and toilets and availability of safe drinking water for patients 0 CO3 E C's O V.) 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