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Empirical analysis of intertemporal relations between downside risks and expected returns—Evidence from Asian markets
Journal article   Peer reviewed

Empirical analysis of intertemporal relations between downside risks and expected returns—Evidence from Asian markets

Thomas C. Chiang
Research in international business and finance, v 47, pp 264-278
Jan 2019

Abstract

Asian market Downside risk GARCH-M model Risk-return Value-at-risk
[Display omitted] •This paper examines the risk-return relation for 10 Asian markets using monthly observations.•The risk is measured by conditional volatility, local downside risk, regional downside risk, and world/U.S. downside risk.•The risk-return relation holds true not only for the risk based on predictions from a GARCH(1,1) process but also for downside risk.•The positive significant relation is confirmed by the data from both local and global downside risks.•Using a single measure of risk to test the risk-return relation is subject to a specification bias. This paper tests the risk-return relations for Asian stock markets by employing conditional volatility, local downside risk, regional downside risk, and world/U.S. downside risk. We find positive and significant intertemporal relations between excess stock returns and various risks. The evidence supports the risk-return tradeoff not only from local risk but also from external risk. The model is robust as it pertains to the risk of small variations as well as big shocks. The evidence supports positive risk-return relations across 10 Asian markets after controlling for the lagged dividend yield, higher moments of stock returns, and exchange rate variations.

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