I am trying to estimate a model which relates the presence (1) or absence (0) of a policy in a given jurisdiction (i) and year (t) to a set of covariates describing the structure of the economy (e.g. VA of industry as a % of total GDP, electricity production mix, GDP,...). I am currently working with -xtlogit, re- and -xtprobit- on a dataset that has N=118 (national jurisdictions) and T=26 (years).
However, I am worried that in doing so, a reverse causality problem may arise in the sense that such policies (at least the most stringent) may also affect some of the covariates, if not contemporaneously, at least with a lag.
I am currently unsure of the following:
- Does this type of endogeneity plague coefficient estimates with bias the same way it does for standard linear models?
- If yes, what would be the appropriate way to handle it given that I don't have access to (external) instrumental variables? [My current model relates lagged values of the covariates to the current value of the binary outcome variable, which I believe breaks the contemporaneous correlation between the covariate and the error term but not the dynamic one.]
Many thanks,
Geoffroy
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