@article{Djogbenou:274718, recid = {274718}, author = {Djogbenou, Antoine A.}, title = {Comovements in the Real Activity of Developed and Emerging Economies: A Test of Global versus Specific International Factors}, address = {2018-04}, number = {2110-2018-4528}, series = {Working Paper No. 1392}, pages = {37}, year = {2018}, abstract = {Although globalization has shaped the world economy in recent decades, emerging economies have experienced impressive growth compared to developed economies, suggesting a decoupling between developed and emerging business cycles. Using observed developed and emerging economy activity variables, we investigate whether the latter assertion can be supported by observed data. Based on a two-level factor model, we assume these activity variables can be decomposed into a global component, emerging or developed common component and idiosyncratic national shocks. We propose a statistical test for the null hypothesis of a one-level specification, where it is irrelevant to distinguish between emerging and developed latent factors against the two-level alternative. This paper provides a theoretical justification and simulations that document the testing procedure. An application of the test to a panel of developed and emerging countries leads to strong statistical evidence of decoupling.}, url = {http://ageconsearch.umn.edu/record/274718}, doi = {https://doi.org/10.22004/ag.econ.274718}, }