FDI and trade for foreign market entry: theory and evidence from Estonia

This article investigates firms' strategies for international expansion, foreign direct investment (FDI) and exports. We use the framework of Helpman et al. (2004) to illustrate how firm-level productivity differences influence these strategies. We extend this model with multifactor production...

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Main Authors: Per Botolf Maurseth, Jaan Masso, Rasmus Bøgh Holmen
Format: Article
Language:English
Published: Taylor & Francis Group 2025-01-01
Series:Baltic Journal of Economics
Subjects:
Online Access:https://www.tandfonline.com/doi/10.1080/1406099X.2025.2463863
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author Per Botolf Maurseth
Jaan Masso
Rasmus Bøgh Holmen
author_facet Per Botolf Maurseth
Jaan Masso
Rasmus Bøgh Holmen
author_sort Per Botolf Maurseth
collection DOAJ
description This article investigates firms' strategies for international expansion, foreign direct investment (FDI) and exports. We use the framework of Helpman et al. (2004) to illustrate how firm-level productivity differences influence these strategies. We extend this model with multifactor production processes, encompassing both trade in goods and services. The model predicts that trade and FDI can be both substitutes and complements. Our empirical analysis uses detailed Estonian firm-market-level data to explore the model's predictions by estimating the intensive and extensive trade margins and internationalization choices of firms between trade and FDI. The empirical findings indicate that selection into exporting is determined by past productivity. There is evidence consistent with spillover effects in goods exports from other exporters to the same destination. Outward FDI complements both goods and services exports. Our findings underscore the complexity of firms' choices for international expansion, urging a nuanced dichotomy between FDI and exports.
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issn 1406-099X
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series Baltic Journal of Economics
spelling doaj-art-8c00a95650b74b73b53955d785950c7c2025-08-20T02:30:04ZengTaylor & Francis GroupBaltic Journal of Economics1406-099X2334-43852025-01-01251397110.1080/1406099X.2025.2463863FDI and trade for foreign market entry: theory and evidence from EstoniaPer Botolf Maurseth0Jaan Masso1Rasmus Bøgh Holmen2BI – Norwegian Business School, Oslo, NorwaySchool of Economics and Business Administration, University of Tartu, Tartu, EstoniaCentre for Applied Research, NHH Norwegian School of Economics, Bergen, NorwayThis article investigates firms' strategies for international expansion, foreign direct investment (FDI) and exports. We use the framework of Helpman et al. (2004) to illustrate how firm-level productivity differences influence these strategies. We extend this model with multifactor production processes, encompassing both trade in goods and services. The model predicts that trade and FDI can be both substitutes and complements. Our empirical analysis uses detailed Estonian firm-market-level data to explore the model's predictions by estimating the intensive and extensive trade margins and internationalization choices of firms between trade and FDI. The empirical findings indicate that selection into exporting is determined by past productivity. There is evidence consistent with spillover effects in goods exports from other exporters to the same destination. Outward FDI complements both goods and services exports. Our findings underscore the complexity of firms' choices for international expansion, urging a nuanced dichotomy between FDI and exports.https://www.tandfonline.com/doi/10.1080/1406099X.2025.2463863Exportingoutward foreign direct investmentsvertical and horizontal FDItrade modelsF14F23
spellingShingle Per Botolf Maurseth
Jaan Masso
Rasmus Bøgh Holmen
FDI and trade for foreign market entry: theory and evidence from Estonia
Baltic Journal of Economics
Exporting
outward foreign direct investments
vertical and horizontal FDI
trade models
F14
F23
title FDI and trade for foreign market entry: theory and evidence from Estonia
title_full FDI and trade for foreign market entry: theory and evidence from Estonia
title_fullStr FDI and trade for foreign market entry: theory and evidence from Estonia
title_full_unstemmed FDI and trade for foreign market entry: theory and evidence from Estonia
title_short FDI and trade for foreign market entry: theory and evidence from Estonia
title_sort fdi and trade for foreign market entry theory and evidence from estonia
topic Exporting
outward foreign direct investments
vertical and horizontal FDI
trade models
F14
F23
url https://www.tandfonline.com/doi/10.1080/1406099X.2025.2463863
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