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Do Countries or Industries Explain Momentum in Europe?

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Author Info
Nijman, T.E.
Swinkels, L.
Verbeek, M.J.C.M. (Erasmus Research Institute of Management (ERIM), RSM Erasmus University)

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Abstract

The driving force behind the well-documented medium term momentum effect in stock returns is subject of much debate. Empirical papers that aim to find the determinants of this return continuation, seem to be almost exclusively restricted to US stock markets. Consequently, regional effects have received little attention in these analyses. This paper contributes to the discussion by investigating the presence of country and industry momentum in Europe and addressing the question whether individual stock momentum is subsumed by country or industry momentum.We examine these issues by introducing a portfolio-based regression approach, which allows to test hypotheses about the existence and relative importance of multiple effects using standard statistical techniques. While the traditional sorting techniques are not suited to disentangle a multitude of possibly interrelated effects (e.g. momentum, value, and size), our method can be used even when only a moderate number of stocks are available. Our results suggest that the positive expected excess returns of momentum strategies in European stock markets are primarily driven by individual stocks effects, while industry momentum plays a less important role and country momentum is even weaker. These results are robust to the inclusion of value and size effects.

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Paper provided by Erasmus Research Institute of Management (ERIM), ERIM is the joint research institute of the Rotterdam School of Management, Erasmus University and the Erasmus School of Economics (ESE) at Erasmus University Rotterdam. in its series Research Paper with number ERS-2002-91-F&A Revision_Date: 2009-07-29.

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Date of creation: 28 Oct 2002
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Handle: RePEc:dgr:eureri:2002255

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Related research
Keywords: country risk; industry risk; momentum effect; portfolio selection; technology adoption;

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