Navigating uncertainty: the ripple effect of US economic policy on Chinese enterprise innovation

This study explores the potential impact of US Economic Policy Uncertainty on the innovation activities of Chinese firms from 2010 to 2022. Based on the pooled data from the Shanghai and Shenzhen stock exchanges, a Generalized Method of Moments (GMM) approach was considered by the research to examin...

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Main Authors: Gang Chen, Tajul Ariffin Masron, Diyanghuan Fan, Dansha Zhang
Format: Article
Language:English
Published: Taylor & Francis Group 2025-08-01
Series:Cogent Economics & Finance
Subjects:
Online Access:https://www.tandfonline.com/doi/10.1080/23322039.2025.2541265
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author Gang Chen
Tajul Ariffin Masron
Diyanghuan Fan
Dansha Zhang
author_facet Gang Chen
Tajul Ariffin Masron
Diyanghuan Fan
Dansha Zhang
author_sort Gang Chen
collection DOAJ
description This study explores the potential impact of US Economic Policy Uncertainty on the innovation activities of Chinese firms from 2010 to 2022. Based on the pooled data from the Shanghai and Shenzhen stock exchanges, a Generalized Method of Moments (GMM) approach was considered by the research to examine the impact of USEPU on innovation. The GMM approach provides unbiased estimates and allows policy evaluation under uncertainty. The results of the study found that USEPU has a significant negative effect on firm innovation. This indicates that even in a rapidly developing and highly integrated economy like China, external policy uncertainties can limit innovation activity. Moreover, it was also found that Firm size and return on assets (ROA) show a positive relationship with innovation. The 2-digit market share also indicated a positive impact on innovation. Finally, it was also recognized that leverage did not have a significant impact on firm innovation. The overall findings can be used to improve the policy-making process in order to reduce the negative impact of economic policy uncertainty.
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spelling doaj-art-861cc9b51a374f42b1b6ea47a885008f2025-08-20T02:55:36ZengTaylor & Francis GroupCogent Economics & Finance2332-20392025-08-0113110.1080/23322039.2025.2541265Navigating uncertainty: the ripple effect of US economic policy on Chinese enterprise innovationGang Chen0Tajul Ariffin Masron1Diyanghuan Fan2Dansha Zhang3School of Management, Universiti Sains Malaysia, Penang, MalaysiaSchool of Management, Universiti Sains Malaysia, Penang, MalaysiaSchool of Management, Universiti Sains Malaysia, Penang, MalaysiaSchool of Management, Universiti Sains Malaysia, Penang, MalaysiaThis study explores the potential impact of US Economic Policy Uncertainty on the innovation activities of Chinese firms from 2010 to 2022. Based on the pooled data from the Shanghai and Shenzhen stock exchanges, a Generalized Method of Moments (GMM) approach was considered by the research to examine the impact of USEPU on innovation. The GMM approach provides unbiased estimates and allows policy evaluation under uncertainty. The results of the study found that USEPU has a significant negative effect on firm innovation. This indicates that even in a rapidly developing and highly integrated economy like China, external policy uncertainties can limit innovation activity. Moreover, it was also found that Firm size and return on assets (ROA) show a positive relationship with innovation. The 2-digit market share also indicated a positive impact on innovation. Finally, it was also recognized that leverage did not have a significant impact on firm innovation. The overall findings can be used to improve the policy-making process in order to reduce the negative impact of economic policy uncertainty.https://www.tandfonline.com/doi/10.1080/23322039.2025.2541265US Economic Policy Uncertainty (USEPU)innovationChinese firmsmarket dynamicsGMMeconomic policy
spellingShingle Gang Chen
Tajul Ariffin Masron
Diyanghuan Fan
Dansha Zhang
Navigating uncertainty: the ripple effect of US economic policy on Chinese enterprise innovation
Cogent Economics & Finance
US Economic Policy Uncertainty (USEPU)
innovation
Chinese firms
market dynamics
GMM
economic policy
title Navigating uncertainty: the ripple effect of US economic policy on Chinese enterprise innovation
title_full Navigating uncertainty: the ripple effect of US economic policy on Chinese enterprise innovation
title_fullStr Navigating uncertainty: the ripple effect of US economic policy on Chinese enterprise innovation
title_full_unstemmed Navigating uncertainty: the ripple effect of US economic policy on Chinese enterprise innovation
title_short Navigating uncertainty: the ripple effect of US economic policy on Chinese enterprise innovation
title_sort navigating uncertainty the ripple effect of us economic policy on chinese enterprise innovation
topic US Economic Policy Uncertainty (USEPU)
innovation
Chinese firms
market dynamics
GMM
economic policy
url https://www.tandfonline.com/doi/10.1080/23322039.2025.2541265
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