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A signal of imperfect portfolio capital adjustments from the domestic and foreign Colombian debt

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Author Info
Luis E. Arango
Yanneth R. Betancourt

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Abstract

This paper studies the relationship between the yields of the Colombian bonds traded in the domestic (secondary) market and the yields of the sovereign global securities traded abroad during 1999--2001. The hypothesis successfully tested is that, under capital mobility, a comovement should exist between the two yields. However, the results suggest that capital mobility is not perfect. By invoking concepts of duration and immunization evidence is found of an M-TAR adjustment cointegration between the two yields plus a constant risk premium for bonds with maturity in 2003 and a symmetric adjustment cointegration plus a risk term between the yields of securities with maturity in 2004. Since these assets are issued by the same issuer (the Colombian Government) the credit risk is the same for them while the study considers that the risk premium is purely connected to currency risks produced by exchange-rate and inflation risks.

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Publisher Info
Article provided by Taylor and Francis Journals in its journal Applied Financial Economics.

Volume (Year): 15 (2005)
Issue (Month): 9 (June)
Pages: 587-597
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Handle: RePEc:taf:apfiec:v:15:y:2005:i:9:p:587-597

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  6. Lucio Sarno & Mark P. Taylor, . "Saving-Investment Correlations: Transitory versus Permanent," Economics and Finance Discussion Papers 97-06, Economics and Finance Section, School of Social Sciences, Brunel University.
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  7. Enders, Walter & Siklos, Pierre L, 2001. "Cointegration and Threshold Adjustment," Journal of Business & Economic Statistics, American Statistical Association, vol. 19(2), pages 166-76, April.
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  10. Baxter, Marianne, 1994. "Real exchange rates and real interest differentials: Have we missed the business-cycle relationship?," Journal of Monetary Economics, Elsevier, vol. 33(1), pages 5-37, February. [Downloadable!] (restricted)
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