International Financial Connection and Stock Return Comovement /

This paper studies whether bilateral international financial connection data help predict bilateral stock return comovement. It is shown that, when the United States is chosen as the benchmark, a larger U.S. portfolio investment asset position on the destination economy predicts a stronger stock ret...

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Detalles Bibliográficos
Autor Principal: Ando, Sakai
Formato: Revista
Idioma:English
Publicado: Washington, D.C. : International Monetary Fund, 2019.
Series:IMF Working Papers; Working Paper ; No. 2019/181
Acceso en liña:Full text available on IMF
Descripción
Summary:This paper studies whether bilateral international financial connection data help predict bilateral stock return comovement. It is shown that, when the United States is chosen as the benchmark, a larger U.S. portfolio investment asset position on the destination economy predicts a stronger stock return comovement between them. For large economies such as the United States and Germany, the portfolio investment position is also the best predictor among other connection variables. The paper discusses with a simple general equilibrium portfolio model that the empirical pattern is consistent with the behavior of index investors who trade in response to risk-on/risk-off shocks.
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Descrición Física:1 online resource (33 pages)
Formato:Mode of access: Internet
ISSN:1018-5941
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