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Informed Trading and Expected Returns / James J. Choi, Li Jin, Hongjun Yan.

NBER Working papers Available online

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Format:
Book
Author/Creator:
Choi, James J.
Contributor:
National Bureau of Economic Research.
Jin, Li.
Yan, Hongjun.
Series:
Working Paper Series (National Bureau of Economic Research) no. w18680.
NBER working paper series no. w18680
Language:
English
Physical Description:
1 online resource: illustrations (black and white);
Place of Publication:
Cambridge, Mass. National Bureau of Economic Research 2013.
Summary:
Does information asymmetry affect the cross-section of expected stock returns? We explore this question using representative portfolio holdings data from the Shanghai Stock Exchange. We show that institutional investors have a strong information advantage, and that past aggressiveness of institutional trading in a stock positively predicts institutions' future information advantage in this stock. Sorting stocks on this predictor and controlling for other correlates of expected returns, we find that the top quintile's average annualized return in the next month is 10.8% higher than the bottom quintile's, indicating that information asymmetry increases expected returns.
Notes:
Print version record
January 2013.

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