Publications
"The Effect of Beijing's Driving Restrictions on Pollution and Economic Activity" (lead author with Shihe Fu), Journal of Public Economics, Vol. 125,98 - 115, May 2015.
Online Appendix: Click here
"Bayesian Estimation of Nonlinear Equilibrium Models with Random Coefficients" (lead author with Anne Gron and Nicholas G. Polson), Applied Stochastic Models in Business and Industry, Vol. 31, No. 4, 435 - 456, July/August 2015.
"The Effect of Content on Global Internet Adoption and the Global 'Digital Divide'" (lead author with Nicholas Economides) Management Science, Vol. 61, No. 3, 665 - 687, March 2015.
"The Effect of Market Structure on Cellular Technology Adoption and Pricing" (with Katja Seim) American Economic Journal: Microeconomics, Vol. 3, No. 2, 221 - 251, May 2011.
"Quantifying the Benefits of Entry into Local Phone Service" (with Nicholas Economides and Katja Seim) The RAND Journal of Economics, Vol. 39, No. 3, 699 - 730, Autumn 2008.
"Do Frequency Reward Programs Create Switching Costs?" (with Wesley Hartmann) Quantitative Marketing and Economics, Vol. 6, No. 2, 109 - 137 (lead article), June 2008.
"Do Switching Costs Make Markets More or Less Competitive?: The Case of 800-Number Portability" The RAND Journal of Economics, Vol. 38, No. 1, 146 - 163, Spring 2007.
Working paper version with theoretical model: click here (Stanford GSB working paper #1773R1).
"Information Goods Upgrades: Theory and Evidence" The B.E. Journal of Theoretical Economics, Vol. 7, Issue 1 (Contributions), Article 3, 2007.
"Recent Advances in Structural Econometric Modeling: Dynamics, Product Positioning and Entry" (with Jean-Pierre Dube, K. Sudhir, Andrew Chiang, Greg Crawford, Michaela Draganska, Jeremy Fox, Wesley Hartmann, Gunter Hitsch, Miguel Villas-Boas, and Naufel Vilcassim) invited in Marketing Letters, Vol. 16, Issue 3 - 4, December 2005, 209 - 224.
"Pricing of Complements and Network Effects" (with Nicholas Economides) in Regulation and the Economic Performance of Communication and Information Networks, edited by Gary Madden, Edward Elgar, 2011.
"Commute Costs and Labor Supply: Evidence from a Satellite Campus”(with Shihe Fu), forthcoming Journal of Economic Geography, March 2018
"A Mayor’s Perspective on Tackling Air Pollution," (with Shihe Fu) – invited chapter in C.K.Y. Leung (Ed.), Handbook of Real Estate and Macroeconomics published (413 – 437). Edward Elgar Publishing Ltd.
Working Papers
“Trans-Boundary Air Pollution Spillovers: Physical Transport and Economic Costs by Distance” (with Shihe Fu and Peng Zhang), Journal of Development Economics, Vol. 155, 102808, March 2022.
“Evaluating Air Pollution Regulation: Separating Firm Competitiveness and Ambient Effects,” (with Guanglai Zhang, Ning Zhang, and Peng Zhang).
"Air Quality and Manufacturing Firm Productivity: Nationwide Estimates for China " (joint with Shihe Fu and Peng Zhang), The Economic Journal, Vol. 131, 3241 – 3273, November 2021.
Cases
"99Bill," with Arar Han, CKGSB Case #2011-09-1-214-1e (A) and #2011-09-1-215-1e (B), 2011. Available through CKGSB Case Center.
"Baidu: Searching for Truth?" with Arthur Chengchun Qi, CKGSB Case #2010-09-1-177-2e (A), #2010-09-1-179-2e (B), and #2010-09-1-189-2e (C), 2010. Available through CKGSB Case Center.
"The Battle for China's Carbonated Beverage Industry," with Christopher Hildner, CKGSB Case #2012-02-1-232-2 (A) and #2012-02-1-233-2 (B), 2012. Available through CKGSB Case Center.
"Blizzard Feels the Heat in China: Choosing a Local Partner for World of Warcraft," with Richard Bethune, CKGSB Case #2011-09-1-190-2e (A) and #2011-09-1-195-2e (B), 2011. Available through CKGSB Case Center.
"Gushan and the Biodiesel Market: Is the Engine Running out of Gas?" with Yunfei Feng, CKGSB Case #2010-09-1-173-1e (A) and #2010-09-1-174-1e (B), 2010.
"Third-Party Payment Systems in China," with Arar Han, CKGSB Case #2010-09-1-163-1e, 2010. Available through CKGSB Case Center.
"The Instant Messaging Battle: New Enemies and Widening Conflict," CKGSB Case #2010-09-1-162-1e, 2010. Available through CKGSB Case Center.
"Blizzard v. bnetd.org: Managing Intellectual Property," with Pamela Yatsko, Stanford GSB Cases #SM-154 (A) and (B), 2007. Available through Harvard Business School Publishing.
"ezboard: Making Customers Pay," with Pamela Yatsko, Stanford GSB Case #SM-142, 2005. Available through Harvard Business School Publishing.
"The Long Battle for an Instant Messaging Standard," with Steven Fan, Stanford GSB Case #SM-138, 2005. Available through Harvard Business School Publishing.
"Netflix: Opening or Closing Credits in Online Movie Distribution?" with Jessica Phillips Patrick, Stanford GSB Case #SM-131, 2004. Available through Stanford GSB.
"Tata Consultancy Services: Globalization of Software Services," with Sanjeev Dheer and John Roberts, Stanford GSB case #S-SM-18, 1993. Available through Harvard Business School Publishing.
"EDS Information Technology Outsourcing," with Sanjeev Dheer and Garth Saloner, 1992. Reprinted in Strategic Management of Technology and Innovation, Robert A. Burgelman, Modesto A. Maidique and Steven C. Wheelwright, Irwin, 2nd edition, 1996.
Courses
ME 101 Managerial Economics, Module 3 2020: Syllabus
CPSG502 Competitive Strategy, Module 5 2012: Syllabus
MGT524 E-Commerce Strategy, Spring 2009: Syllabus
STRAMGT374 Strategy in Information Goods Markets, Spring 2007: Syllabus
STRAMGT630 Economics of Strategy and Organization (Ph.D. Class), Winter 2007: Syllabus
MGT525 Competitive Strategy, Fall 2005: Syllabus
Strategy
Strategy 101 Presentation (advice to Yale SOM students on strategy concepts for consulting interviews), December 9, 2005.
Strategy 101 Presentation (advice to Stanford MBAs on strategy concepts for consulting interviews), January 9, 2004.
