Investment window stats with bridge-character labels — tstm_invest_stats

Household x investment spell x balance-sheet outcome x asset ivars, with forward/backward window means and investloan_type_m8 bridge categories. Used for regressions of win_diff on capital_invest (see stata/invest_rev_diff_250519.do and R-script/ffv_invest_return_bridge/fs_invest_return.R).

Usage

tstm_invest_stats_bridgechar

Format

A data frame with one row per spell x ivars x blnc_vars x blnc_agg_stats (analysis filter: finite windows, non-missing investloan_type_m8).

id: Anonymized household ID (tmid_hh); join to tm_key_id_hh for village
hh_inv_ctr: Household investment span counter
blnc_vars: Balance-sheet outcome (e.g. IS_1111, IS_1011)
blnc_agg_stats: Aggregation (mean, sum)
win_backward: Backward-window mean of blnc_vars
win_forward: Forward-window mean of blnc_vars
win_diff: win_forward - win_backward
win_ratio: Ratio of forward to backward window means
ivars: Capital-asset variable (agg_BS_1021, agg_BS_1012, agg_BS_1011, agg_BS_3022; see stata/invest_rev_diff_250519.do)
hh_inv_asset_ctr: Spell counter within household x ivars
mth_inv_start, mth_inv_end: Investment span months
capital_prior, capital_end, capital_invest: Capital levels and investment size
investloan_type_m8: Eight-category bridge / loan linkage type
investloan_type_m8_cat2: Collapsed bridge-type dummy (2-category)
investloan_type_m8_cat2v2: Collapsed bridge-type dummy (2-category, variant)
investloan_type_m8_cat3: Collapsed bridge-type dummy (3-category)
investloan_type_m8_cat4: Collapsed bridge-type dummy (4-category)
thres_inv_mgap: Month gap allowed to merge investment jumps into one spell
thres_inv_dfsd: Standard-deviation threshold for counting an investment jump
bl_meets_size, bl_meets_start, bl_has_investloan_type_m8: Filter flags from vignette
id_prov: Anonymized province ID (tmid_prov) from tm_key_id_hh
id_village: Anonymized village ID (tmid_vil) from tm_key_id_hh
bl_id_ne: 1 if region_name == "Northeast" in tm_key_id_hh; else 0
N_households: Village household count from census_vil_hh_structure_count
mth_gap_mbf: mth_inv_start - 37 (months relative to MBF start)
mth_gap_mbf_cat: Year bin label (-2yr, -1yr, yr1, ..., yr9)
mth_gap_mbf_cat_int: Integer year bin (-2, -1, 1, ..., 9)

Source

Built by vignettes/ffv_invest_return_bridge.qmd (12-month forward/backward windows). Set bl_replace_data_output <- TRUE to overwrite data/tstm_invest_stats_bridgechar.rda.

Examples

if (FALSE) { # \dontrun{
data(tstm_invest_stats_bridgechar)
ffp_preview_dataset(tstm_invest_stats_bridgechar)
} # }