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International Stock Return Comovements / Geert Bekaert, Robert J. Hodrick, Xiaoyan Zhang.

NBER Working papers Available online

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Format:
Book
Author/Creator:
Bekaert, Geert.
Contributor:
National Bureau of Economic Research.
Hodrick, Robert J.
Zhang, Xiaoyan.
Series:
Working Paper Series (National Bureau of Economic Research) no. w11906.
NBER working paper series no. w11906
Language:
English
Physical Description:
1 online resource: illustrations (black and white);
Place of Publication:
Cambridge, Mass. National Bureau of Economic Research 2005.
Summary:
We examine international stock return comovements using country-industry and country-style portfolios. We first establish that parsimonious risk-based factor models capture the covariance structure of the data better than the popular Heston-Rouwenhorst (1994) model. We then establish the following stylized facts regarding stock return comovements. First, we do not find evidence for an upward trend in return correlations, excpet for the European stock markets. Second, the increasing imporatnce of industry factors relative to country factors was a short-lived, temporary phenomenon. Third, we find no evidence for a trend in idiosyncratic risk in any of the countries we examine.
Notes:
Print version record
December 2005.

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