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International Portfolios with Supply, Demand and Redistributive Shocks / Nicolas Coeurdacier, Robert Kollmann, Philippe Martin.

NBER Working papers Available online

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Format:
Book
Author/Creator:
Coeurdacier, Nicolas.
Contributor:
National Bureau of Economic Research.
Kollmann, Robert.
Martin, Philippe.
Series:
Working Paper Series (National Bureau of Economic Research) no. w13424.
NBER working paper series no. w13424
Language:
English
Physical Description:
1 online resource: illustrations (black and white);
Place of Publication:
Cambridge, Mass. National Bureau of Economic Research 2007.
Summary:
This paper explains three key stylized facts observed in industrialized countries: 1) portfolio holdings are biased towards local equity; 2) international portfolios are long in foreign currency assets and short in domestic currency; 3) the depreciation of a country's exchange rate is associated with a net external capital gain, i.e. with a positive wealth transfer from the rest of the world. We present a two-country, two-good model with trade in stocks and bonds, and three types of disturbances: shocks to endowments, to the relative demand for home vs. foreign goods, and to the distribution of income between labor and capital. With these shocks, optimal international portfolios are shown to be consistent with the stylized facts.
Notes:
Print version record
September 2007.

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