## esr2020-ch02 (dataset overview)

## Source details

**Canonical URL:** [esr2020-ch02 (dataset overview)](https://www.imf.org/-/media/files/publications/esr/2020/english/data/esr2020-ch02.xlsx)

## Other formats

- [Markdown version](/-/media/files/publications/esr/2020/english/data/esr2020-ch02.xlsx.md)
- [Structured JSON version](/-/media/files/publications/esr/2020/english/data/esr2020-ch02.xlsx.json)

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### Dataset description
- File contains multiple worksheets associated with Chapter 2 of the 2020 EXTERNAL SECTOR REPORT.
- Worksheets (names and row/column counts):
  - "ESR Chapter 1 2020" — rowCount: 32, columnCount: 10
  - "Table of Contents" — rowCount: 20, columnCount: 14
  - "Figure 2.1" — rowCount: 32, columnCount: 15
  - "Figure 2.2" — rowCount: 34, columnCount: 11
  - "Figure 2.3" — rowCount: 35, columnCount: 28
  - "Figure 2.4" — rowCount: 79, columnCount: 13
  - "Figure 2.5" — rowCount: 36, columnCount: 11
  - "Figure 2.6" — rowCount: 26, columnCount: 23
  - "Figure 2.7" — rowCount: 58, columnCount: 23
  - "Figure 2.1.1" — rowCount: 39, columnCount: 27

### Key numeric excerpts by worksheet (preserve values exactly as in source)
- "ESR Chapter 1 2020" (sample rows show repeated title text)
  - "International Monetary Fund"
  - "2020 EXTERNAL SECTOR REPORT"

- "Table of Contents" (sample rows reference worksheet formulas and results)
  - Formula result: "2020 EXTERNAL SECTOR REPORT"
  - Formula result: "CHAPTER 2."
  - Row with: "Table of Contents"
  - Row with: "Figures"

- "Figure 2.1" (panel headings and year-series samples)
  - Column labels include: "Panel 1", "Panel 2"
  - year entries and corresponding series (selected rows):
    - year: 1990, AEs (RHS): 97.6, EMDEs (LHS): 13.52, AEs (RHS): 105.6457, EMDEs (LHS): 79.99357
    - year: 1991, AEs (RHS): 101.48, EMDEs (LHS): 13.82, AEs (RHS): 104.4105, EMDEs (LHS): 84.51305
    - year: 1992, AEs (RHS): 99.79, EMDEs (LHS): 14.02, AEs (RHS): 98.02205, EMDEs (LHS): 82.15168
    - year: 1993, AEs (RHS): 109.36, EMDEs (LHS): 15.83, AEs (RHS): 117.9121, EMDEs (LHS): 86.31495
    - year: 1994, AEs (RHS): 111.65, EMDEs (LHS): 16.34, AEs (RHS): 126.0373, EMDEs (LHS): 92.87113
    - year: 1995 (label appears in column): 95, 1995 row shows AEs (RHS): 117.18, EMDEs (LHS): 16.18, AEs (RHS): 129.2628, EMDEs (LHS): 94.18318
    - year: 1996, AEs (RHS): 125.91, EMDEs (LHS): 17.22, AEs (RHS): 138.5385, EMDEs (LHS): 94.73716
    - year: 1997, AEs (RHS): 141.09, EMDEs (LHS): 19.07, AEs (RHS): 155.5107, EMDEs (LHS): 94.25205

- "Figure 2.2" (panel and annual counts)
  - Column header: "Panel 1", "year", "number per year"
  - sample rows:
    - year: 1990, number per year: 8
    - subsequent rows: 8, 7, 6, 5
    - row with "95" in year column shows number per year: 3

- "Figure 2.3" (multiple panels and series names)
  - Panel labels include: "Panel 1", "Panel 2", "Panel 3", "Panel 4"
  - Series/variable names include: "bc_nfa_gdp", "secu_nfa_gdp", "secl_nfa_gdp", "bk_nfa_gdp", "bc_foreign_debt_asset_gdp", "secu_foreign_debt_asset_gdp", "secl_foreign_debt_asset_gdp", "bk_foreign_debt_asset_gdp", "bc_domestic_debt_asset_gdp", "secu_domestic_debt_asset_gdp", "secl_domestic_debt_asset_gdp", "bk_domestic_debt_asset_gdp", "bc_foreign_debt_liability_gdp", "secu_foreign_debt_liability_gdp", "secl_foreign_debt_liability_gdp", "bk_foreign_debt_liability_gdp"
  - sample numeric rows (indexing by an unlabeled column with values -5, -4, -3):
    - For -5:
      - bc_nfa_gdp: 0.1245392
      - secu_nfa_gdp: 4.556601
      - secl_nfa_gdp: -4.307523
      - bk_nfa_gdp: 0.6088204
      - bc_foreign_debt_asset_gdp: 5.780078
      - secu_foreign_debt_asset_gdp: 10.05147
      - secl_foreign_debt_asset_gdp: 1.508692
      - bk_foreign_debt_asset_gdp: 5.340748
      - bc_domestic_debt_asset_gdp: 6.468801
      - secu_domestic_debt_asset_gdp: 10.23022
      - secl_domestic_debt_asset_gdp: 2.707378
      - bk_domestic_debt_asset_gdp: 4.304275
      - bc_foreign_debt_liability_gdp: 7.042603
      - secu_foreign_debt_liability_gdp: 14.27167
      - secl_foreign_debt_liability_gdp: -0.1864608
      - bk_foreign_debt_liability_gdp: 6.880105
    - For -4:
      - bc_nfa_gdp: -0.5880131
      - secu_nfa_gdp: 4.052559
      - secl_nfa_gdp: -5.228585
      - secl_nfa_gdp (alternate): -2.085622
      - bc_foreign_debt_asset_gdp: 5.978
      - secu_foreign_debt_asset_gdp: 9.893213
      - secl_foreign_debt_asset_gdp: 2.062788
      - bk_foreign_debt_asset_gdp: 5.931125
      - bc_domestic_debt_asset_gdp: 5.984612
      - secu_domestic_debt_asset_gdp: 9.506811
      - secl_domestic_debt_asset_gdp: 2.462413
      - bk_domestic_debt_asset_gdp: 3.943962
      - bc_foreign_debt_liability_gdp: 8.792381
      - secu_foreign_debt_liability_gdp: 15.68228
      - secl_foreign_debt_liability_gdp: 1.902486
      - bk_foreign_debt_liability_gdp: 10.77875
    - For -3:
      - bc_nfa_gdp: -1.646553
      - secu_nfa_gdp: 3.659445
      - secl_nfa_gdp: -6.952551
      - secl_nfa_gdp (alternate): -5.27792
      - bc_foreign_debt_asset_gdp: 7.339185
      - secu_foreign_debt_asset_gdp: 13.73976
      - secl_foreign_debt_asset_gdp: 0.9386109
      - bk_foreign_debt_asset_gdp: 10.34989
      - bc_domestic_debt_asset_gdp: 7.828795
      - secu_domestic_debt_asset_gdp: 13.40046
      - secl_domestic_debt_asset_gdp: 2.257134
      - bk_domestic_debt_asset_gdp: 7.893363
      - bc_foreign_debt_liability_gdp: 8.860847
      - secu_foreign_debt_liability_gdp: 16.12469
      - secl_foreign_debt_liability_gdp: 1.59701
      - bk_foreign_debt_liability_gdp: 13.78889

- "Figure 2.4" (vulnerability percentiles, Panel 1)
  - Column header: "Panel 1", "More vulnerable", "Median", "Less vulnerable"
  - Sample rows (percentile column and three series):
    - 0: More vulnerable: 0.0347566, Median: 0.0135026, Less vulnerable: 0.0034098
    - 10: More vulnerable: 0.0501147, Median: 0.0206695, Less vulnerable: 0.0056351
    - 20: More vulnerable: 0.0704544, Median: 0.0308262, Less vulnerable: 0.0090668
    - 30: More vulnerable: 0.0966142, Median: 0.0448049, Less vulnerable: 0.014206
    - 40: More vulnerable: 0.1292887, Median: 0.0634885, Less vulnerable: 0.0216802
    - 50: More vulnerable: 0.1689224, Median: 0.08774, Less vulnerable: 0.0322366
    - 60: More vulnerable: 0.2156103, Median: 0.1183101, Less vulnerable: 0.0467159

- "Figure 2.5" (panel on pre-Asian Financial Crisis, 1996)
  - Panel heading: "1. Before Asian Financial Crisis, 1996"
  - Category counts:
    - "FX Debt": 5
    - "FX Debt and Reserves": 3
    - "Reserves": 42
    - "Reserves and CA": 8
    - "CA": 8
    - "CA and FX Debt": 3
    - "FX Debt , Reserves and CA": 0

- "Figure 2.6" (panels for GDP, REER, CA with coefficient and confidence bounds)
  - Column header example: "GDP", "coeff*sd", "colH-1.645se", "colH+1.645se", "REER", "coeff*sd", ... , "CA", "coeff*sd", ...
  - Sample rows:
    - For indicator -1: coeff*sd: 0, colH-1.645se: 0, colH+1.645se: 0 (for GDP, REER, CA)
    - For indicator 0 (GDP): coeff*sd: -2.41443, colH-1.645se: -4.07452979, colH+1.645se: -0.75432077
    - For indicator 0 (REER): coeff*sd: -10.0706, colH-1.645se: -15.3317597, colH+1.645se: -4.8094559
    - For indicator 0 (CA): coeff*sd: 2.545616, colH-1.645se: 1.65704673, colH+1.645se: 3.434185093

- "Figure 2.7" (aggregate valuation changes and averages)
  - Panel 1 header: "Aggregate Valuation Changes, 1995-2007" and "Average current account balance", "Average Valuation Change"
  - Panel 2 header: "Aggregate Valuation Changes, 2008-19" and same averages
  - Sample country rows (1995-2007 / 2008-19 side-by-side values):
    - Malaysia ("MYS"): 7.4, 0 | Malaysia ("MYS"): 6.5, -2.1
    - Brazil ("BRA"): -1.6, -1.1 | Brazil ("BRA"): -2.6, 1.9
    - Russia ("RUS"): 6.9, -5.1 | Russia ("RUS"): 3.9, -1.6
    - Mexico ("MEX"): -1.4, -0.7 | Mexico ("MEX"): -1.6, 0.9
    - South Africa ("ZAF"): -1.7, -0.5 | South Africa ("ZAF"): -3.7, 7
    - Korea ("KOR"): 1.4, -2.9 | Korea ("KOR"): 4.1, -0.1
    - Thailand ("THL"): 2.1, -0.4 | Thailand ("THL"): 4.5, -3
    - Poland ("POL"): -3.8, -2.5 | Poland ("POL"): -2.5, 0.9

- "Figure 2.1.1" (panel of factor-level contributions and numeric values)
  - Panel 1 and Panel 2 headers with factor labels:
    - "Global", "Financial", "Financial-Real", "Real", "External", "Fiscal"
    - Sample numeric values:
      - "EMBI Sovereign Spread" under Panel: 0.082717766
      - "Price-Earnings Ratio" under Panel: 0.153290805
      - "Five-Year Inflation" (paired with "Share of Non-Investment Grade Debt"): 0.031894377
      - "Inflation" (Real column): 0.041198658
      - "Net Open FX Position to GDP" under Panel 2: 0.029057872
      - "Change in Reserves to GDP": 0.039934514
      - "Fiscal Balance to GDP" under Panel 2: 0.028243822
      - "Change in Public Debt to GDP": 0.029830959
      - "Net Open Debt FX Position to GDP" under Panel 2: 0.026626644

### Observations about dataset structure and contents
- The workbook contains multiple figure worksheets where headers, panel labels, and series names are interwoven with numeric arrays; many numeric series use precise decimal values (e.g., 0.1245392, 105.6457, -6.952551).
- Time series in "Figure 2.1" and count/time panels in "Figure 2.2" and "Figure 2.5" provide year or categorical breakdowns.
- Several worksheets include statistical outputs with confidence bounds (e.g., "colH-1.645se", "colH+1.645se") and scaled coefficients ("coeff*sd").
- Country-level average current account balances and valuation-change pairs are provided in "Figure 2.7" for 1995-2007 and 2008-19 periods.

*Dataset: esr2020-ch02 (excerpted worksheet samples and numeric values as provided in the file)*

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_Source: https://www.imf.org/-/media/files/publications/esr/2020/english/data/esr2020-ch02.xlsx_
