Working paper
2025
Country case studies · Firm dynamics
Engineering Ukraine's Wirtschaftswunder
Ufuk Akcigit, Furkan Kilic, Somik Lall, Solomiya Shpak. NBER Working Paper 34103, 2025.
Twenty-five years of firm-level data from Ukraine show why a competitive economy hollowed out long before the war. Top four manufacturing firms grew from 49 to 53 percent of market share. Productivity growth collapsed from 15.2 percent annually (2002 to 2013) to 3.7 percent (2014 to 2019). New firms attempting transformative products are absorbed by incumbents on a ten-month average. Industries receiving offshore-financial-center investment show 27 percent lower entry rates.
Reconstruction spending without structural reform will rebuild the same captured economy. Ukraine's Wirtschaftswunder requires institutional remedies, not balance sheets.

