Articles • PrjThaiHFID

Builds the root household × month asset/loan files (tstm_asset_loan, tstm_loans_amount, tstm_hh_mthspan) consumed by every later vignette.

Household monthly assets and loans: Tier 1 (base). Merges the White balance-sheet panel with household-month loan flows to build tstm_asset_loan, tstm_loans_amount, and tstm_hh_mthspan — the root inputs consumed by the rest of the pipeline (issue #5).

Loan-level distributions and household loan-overlap counts built directly on the packaged tstm_loans / tstm_asset_loan files.

Loan term distributions: Tier 2 (loan descriptives on tstm_loans). Loan-term percentile distributions (length, interest rates, related attributes) across lender types (issue #14).
Loan terms commercial banks and BAAC: Tier 2 (loan descriptives on tstm_loans). Loan-term distributions for the two formal-bank lender types — Commercial Banks and BAAC (issue #14).
Formal and informal loan overlap: Tier 2 (loan descriptives on tstm_loans). Household loan-overlap counts — how often households hold formal and informal loans at the same time across survey months (issue #36).

Runs the gateway that produces the eight tstm_* linkage datasets feeding the timing and investment-return analyses below.

Investment–loan–bridge gateway: Tier 3 (gateway). Runs the investment–loan–bridge gateway, producing the eight tstm_* gateway datasets consumed by the downstream investment and timing analyses (issue #32).

Investment frequency/size tables and forward/backward window return differences (the latter re-runs the gateway inline).

Investment frequency and sizes: Tier 4 (investment analyses on tstm_asset_loan + tstm_hh_mthspan). Investment frequency and size tables (issue #9).
Investment return windows and bridge categories: Tier 4 (investment analyses; re-runs the gateway inline). Forward/backward window return differences by investment size and bridge type, producing tstm_invest_stats_bridgechar (issues #32/#2/#3).

Bridge segment-length / timing figures built from the gateway roster and tstm_loans_bridges_type.

Loan bridge timing: Tier 5 (timing). Bridge segment-length and timing figures from the gateway roster and tstm_loans_bridges_type (issue #34).