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European Firms in a Global Economy (EFIGE)

Nations do not trade, nor do sectors. It is firms that trade. This simple truth makes it clear that understanding the firm-level facts is essential to good policy-making in Europe. The view that it is important to focus on the firm rather than the sector is the single most important message of recent developments in international economics.

What are the features of European firms that successfully compete in international markets? To what extent do they contribute to productivity and employment? Does access to foreign markets enhance firm performance through a learning process? Why are some countries more successful in international trade and FDI? What are the policies that can improve a nation's foreign trade performance? Does integration within the Single Market foster productivity improvements? Has the euro led to a wider participation of firms in cross-border business? What policies can promote the participation of other European firms that are currently excluded from international markets? What are the gains and the adjustments involved in reducing barriers to trade and foreign direct investment (FDI)? What policies can best maximise gains and smooth adjustments?

Until recently, economists and practitioners had very different views on these issues. Economists tended to assume that trade and FDI opening affected sectors differently but firms similarly. Practitioners viewed them as a selection process in which some firms thrived and others went bankrupt. There was a disconnect between trade models and the fact that, since firms are heterogeneous, they fared differently under the pressure of foreign competition. Recent developments in trade theory have bridged this gap by introducing firm heterogeneity. In this new framework, trade and FDI opening affect not only sectors but also firm-level employment and productivity within sectors. There is a growing consensus that these questions are best treated using firm-level trade and (FDI) data, but progress has been difficult to achieve, in terms of both scientific research and policy-making, because of the severe constraints on firm-level data availability in Europe. First, general information on firms is not always available. Second, the available data do not reveal the same information across countries. Third, important differences in coverage and method reduce the comparability of the data that is available. Fourth, even when available on a comparable basis, firm-level data collected across Europe are not oriented toward exports and FDI.

The aim of the project is to address the above questions by generating new data by careful matching of existing firm-level datasets and by supplementing the limitations of existing data by collecting new original in a coordinated fashion. A key obstacle that will be removed is the absence in the existing datasets of detailed information on the modes of internationalisation that involve cross-border production networks. The present project builds on the achievements of the network on 'European Firms and the International Market' (EFIM), coordinated by Bruegel and the Centre for Economic Policy Research (CEPR). This network brought together research teams from institutions based in the EU and involved, either jointly or individually, in a wide range of highly successful research projects based on firm-level data. Its aim was to use national firm-level data to carry out comparative cross-European analysis of internationalisation. The outcome was the recently published report 'The Happy Few: The internationalisation of European firms' (Mayer and Ottaviano, 2007), which showed the policy relevance of tackling this issue at the firm level. This project will push forward earlier research efforts and combine them within a coherent framework. The construction of consistent cross-country specific data sets will provide an invaluable research tool for scholars and policy-makers, far beyond our research network. Research will both build on these surveys and exploit existing data sets. It will combine in-depth country analyses and policy reports with the overarching cross-country studies of specific issues wherever possible. Comparing how similar sets of factors affect internationalisation choices in different countries will provide an invaluable opportunity to understand how different institutional and regulatory frameworks at the national level may enhance or hinder competitiveness at the firm level.

Scientific Coordinator Institution
Gianmarco Ottaviano Bruegel
Georges Siotis Universidad Carlos III de Madrid
Lionel Fontagné Centre d'Etudes Prospectives et d'Informations Internationales (CEPII)
Thierry Mayer CEPR
László Halpern The Institute of Economics of Hungarian Academy of Sciences (IEHAS)
Claudia Buch Institute for Applied Economic Research Tuebingen (IAW)
Giorgio Barba Navaretti Centro Studi Luca D'agliano (Lda)
Elena Belli Unicredit
Mauro Pisu National Bank of Belgium *
Guillaume Gaulier Banque de France *
Rubén Segura-Cayuela Banco de Espańa *
Matteo Bugamelli Banca d'Italia *
Stefano Scarpetta OECD, Economics Department *

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