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Risk and Return of Value Stocks

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Author Info
Chen, Nai-fu
Zhang, Feng
Abstract

The authors find that value stocks are riskier because they are usually firms under distress, have high financial leverages, and face substantial uncertainty in future earnings. These risk characteristics are as powerful as are size and book-to-market in explaining cross-sectional differences in return in Pacific Rim markets. Value stocks offer reliably higher returns in the United States, Japan, Hong Kong, and Malaysia, corresponding to the higher risk, but not in the high-growth markets of Taiwan and Thailand because the spread of risk between small high-book-to-market stocks and big low-book-to-market stocks is small. Copyright 1998 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): 71 (1998)
Issue (Month): 4 (October)
Pages: 501-35
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Handle: RePEc:ucp:jnlbus:v:71:y:1998:i:4:p:501-35

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  1. Kie Wong & Ruth Tan & Wei Liu, 2006. "The Cross-Section of Stock Returns on The Shanghai Stock Exchange," Review of Quantitative Finance and Accounting, Springer, vol. 26(1), pages 23-39, February. [Downloadable!] (restricted)
  2. Chris Brooks & Xiafei Li & Joelle Miffre, 2007. "The Value Premium and Time-Varying Unsystematic Risk," ICMA Centre Discussion Papers in Finance icma-dp2007-03, Henley Business School, Reading University. [Downloadable!]
  3. K. Victor Chow, Bih-Shuang Huang, Ou Hu, 2007. "Marginal Conditional Stochastic Dominance Between Value and Growth," Frontiers in Finance and Economics, Lille Graduate School of Management, vol. 4(1), pages 1-34, June. [Downloadable!]
  4. Joseph T.L. Ooi & James R. Webb & Dingding Zhou, 2007. "Extrapolation Theory and the Pricing of REIT Stocks," Journal of Real Estate Research, American Real Estate Society, vol. 29(1), pages 27-56. [Downloadable!]
  5. John Gallo & Chanwit Phengpis & Peggy Swanson, 2007. "Determinants of Equity Style," Journal of Financial Services Research, Springer, vol. 31(1), pages 33-51, February. [Downloadable!] (restricted)
  6. Kuan Xu & Gordon Fisher, 2006. "Myopic loss aversion and margin of safety: the risk of value investing," Quantitative Finance, Taylor and Francis Journals, vol. 6(6), pages 481-494, December. [Downloadable!] (restricted)
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