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Firm Size and Cyclical Variations in Stock Returns

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Author Info
Gabriel Perez-Quiros (Federal Reserve Bank of New York,)
Allan Timmermann (University of California, San Diego)

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Abstract

Recent imperfect capital market theories predict the presence of asymmetries in the variation of small and large firms' risk over the economic cycle. Small firms with little collateral should be more strongly affected by tighter credit market conditions in a recession state than large, better collateralized ones. This paper adopts a flexible econometric model to analyze these mplications empirically. Consistent with theory, small firms display the highest degree of asymmetry in their risk across recession and expansion states, which translates into a higher sensitivity of their expected stock returns with respect to variables that measure credit market conditions. Copyright The American Finance Association 2000.

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Article provided by American Finance Association in its journal The Journal of Finance.

Volume (Year): 55 (2000)
Issue (Month): 3 (06)
Pages: 1229-1262
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Handle: RePEc:bla:jfinan:v:55:y:2000:i:3:p:1229-1262

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