Portfolio Diversification, Leverage, and Financial Contagion /

Models of 'contagion' rely on market imperfections to explain why adverse shocks in one asset market might be associated with asset sales in many unrelated markets. This paper demonstrates that contagion can be explained with basic portfolio theory without recourse to market imperfections....

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Podrobná bibliografie
Hlavní autor: Smith, T.
Další autoři: Schinasi, Garry
Médium: Časopis
Jazyk:English
Vydáno: Washington, D.C. : International Monetary Fund, 1999.
Edice:IMF Working Papers; Working Paper ; No. 1999/136
On-line přístup:Full text available on IMF
Popis
Shrnutí:Models of 'contagion' rely on market imperfections to explain why adverse shocks in one asset market might be associated with asset sales in many unrelated markets. This paper demonstrates that contagion can be explained with basic portfolio theory without recourse to market imperfections. It also demonstrates that 'Value-at-Risk' portfolio management rules do not have significantly different consequences for portfolio rebalancing and contagion than other rules. The paper's main conclusion is that portfolio diversification and leverage may be sufficient to explain why investors would find it optimal to sell many higher-risk assets when a shock to one asset occurs.
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Fyzický popis:1 online resource (38 pages)
Médium:Mode of access: Internet
ISSN:1018-5941
Přístup:Electronic access restricted to authorized BRAC University faculty, staff and students