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Economic Forces, Fundamental Variables, and Equity Returns

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Author Info
He, Jia
Ng, Lilian K
Abstract

We investigate whether size and book-to-market values of equity are proxying for macroeconomic risks found in Chen, Roll, and Ross's multifactor model or are measures of stocks' risk exposure to relative distress. We find that the role of size subsumes stocks' risk exposures associated with the Chen, Roll, and Ross's factors and that the Chen, Roll, and Ross's multifactor model does not explain the book-to-market values of equity effect. We also find that size and book-to-market values of equity are related to relative distress and that relative distress can explain the size effect, but only partially the effect of book-to-market values of equity, on average stock returns. Copyright 1994 by University of Chicago Press.

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Publisher Info
Article provided by University of Chicago Press in its journal Journal of Business.

Volume (Year): 67 (1994)
Issue (Month): 4 (October)
Pages: 599-609
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Handle: RePEc:ucp:jnlbus:v:67:y:1994:i:4:p:599-609

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  1. Uluc Aysun & Melanie Guldi, 2008. "Increasing Derivatives Market Activity in Emerging Markets and Exchange Rate Exposure," Working papers 2008-06, University of Connecticut, Department of Economics, revised Oct 2008. [Downloadable!]
  2. Michailidis, G., 2009. "Multivariate methods in examining macroeconomic variables effect on Greek stock market returns, 1997-2004," Applied Econometrics and International Development, Euro-American Association of Economic Development, vol. 9(1). [Downloadable!] (restricted)
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