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Identificando Bolhas Especulativas Racionais No Ibovespa (Pós-Plano Real), A Partir De Regimes Markovianos De Conversão

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Author Info
Diógenes Manoel Leiva Martin
Herbert Kimura
Wilson Toshiro Nakamura
Eduardo Kazuo Kayo
Abstract

The present article intend to verify the presence of speculative rational bubbles, starting from the identification of switching regime of the returns generation process in the brazilian market exchange, BOVESPA, for the Plano Real period (July of 1994 to March of 2004). In order to achieve this end, it was used of the model of markovian switching regime that allows to verify the nonlinear structure of the data and it is relation to the conditional mean and conditional variance. As result the dynamics of the data generation process, the returns can be described as function of two regimes ("bull markets" and "bear markets"). These cycles, however, they could be decomposed in other cycles, initial and final phases of the growth cycle ("bull") and decrease ("bear"). This decomposition was shown more coherent with the concept of speculative bubble, in which there is a nonlinear relationship between the price and their foundations.

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Paper provided by ANPEC - Associação Nacional dos Centros de Pósgraduação em Economia [Brazilian Association of Graduate Programs in Economics] in its series Anais do XXXII Encontro Nacional de Economia [Proceedings of the 32th Brazilian Economics Meeting] with number 064.

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Date of creation: 2004
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Handle: RePEc:anp:en2004:064

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G14 - Financial Economics - - General Financial Markets - - - Information and Market Efficiency; Event Studies
C52 - Mathematical and Quantitative Methods - - Econometric Modeling - - - Model Evaluation and Testing
C39 - Mathematical and Quantitative Methods - - Multiple or Simultaneous Equation Models; Multiple Variables - - - Other

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This page was last updated on 2009-12-13.


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