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st: Panel with multiple problems


From   Philip Bromiley <[email protected]>
To   "[email protected]" <[email protected]>
Subject   st: Panel with multiple problems
Date   Tue, 25 Mar 2014 23:40:58 +0000

I have a panel data set with many firms and 2 to 20 annual observations per firm.  I want fixed effects.

The model includes an endogenous regressor.  I am using additional lags of the endogenous regressor as instruments.  I expect substantial heteroscedasticity by firm and serial correlation within firms.

My experience is that estimators that correct for serial correlation (e.g., xtregar) give very different betas than those that do not (e.g., xtreg), even if both estimators are consistent.

I know xtivreg2 with cluster and xtivreg2 with the bw() robust options are both robust to arbitrary heteroskedasticity and arbitrary autocorrelation.  The documentation says the cluster option is robust to "arbitrary intragroup autocorrelation" but for the bw()robust option, it just says "arbitrary  autocorrelation".  However, the gmm estimator (option gmm2s) also appears robust to heteroskedasticity and some autocorrelation.

I am considering using xtivreg with aweights along with the options fe gmm2s cluster(gvkey).

Suggestions would be welcome.  Thank you.

Phil


Philip Bromiley
Dean's Professor in Strategic Management
Merage School of Business
University of California, Irvine
Irvine, CA 92697-3125
Phone: (949) 824-6657
Fax: (949) 725-2898
Email: [email protected]

"The subject who is truly loyal to the Chief Magistrate will neither advise 
nor submit to arbitrary measures."   Junius


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