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Optimal Asian Multi-Currency Strategy Portfolios with Exact Risk Attribution

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CORNELIS A. LOS (Kent State University)

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Abstract

In an earlier paper (Los, 1998a), the exact and complete return attribution framework of Singer and Karnosky (1995) was extended to include market risk measurements for n countries. Exploiting a selection matrix based on the cash accounting identities, the resulting degenerate portfolio choice problem is solved as a lower dimensional, non- degenerate problem of fundamental investment choices between stock market premiums and currency swap returns. The original n2 multi- currency strategic investment allocations are uniquely retrieved from the resulting 2n optimal fundamental choice allocations. This new optimal return-risk attribution accounting framework is applied to monthly return data of Hong Kong, Indonesia, Japan, Malaysia, the Philippines, Singapore, Thailand, the USA and Germany from June 1992 through December 1997. This includes the illustrative period of the Asian currency crisis of July - December 1997. The USA and Germany are included as alternative low risk strategic investment allocations in the Asian portfolio for further diversification. Throughout this five and a half year period, Asian risk levels, as measured by the GMV standard deviations of return, were about five times the corresponding average returns. The evidence shows that most of the strategic investment risk in Asian countries is attributable to the risk amplitudes of the stock markets, followed by those of the currency markets and, least, the cash markets. The Thai stock market was the most volatile market to invest in throughout the period. The currency swaps caused the spreading contagion. For a U.S. dollar based Asian investor, GMV portfolio risk could have been reduced by half and his return could have been doubled, when the USA would have been included in his portfolio. In contrast, diversification to Germany (Europe) would only marginally have contributed to portfolio risk reduction. Risk management in Asia was hazardous. Spectral analysis of the covariance risks shows that during the investigated period the Asian portfolio efficiency frontier was non- stationary and that the Asian diversification risk and systematic risk changed over time in a few specific countries.

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Paper provided by EconWPA in its series Finance with number 0409038.

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Date of creation: 13 Sep 2004
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Handle: RePEc:wpa:wuwpfi:0409038

Note: Type of Document - pdf. Los, Cornelis Albertus, 'Optimal Asian Multi-Currency Strategy Portfolios with Exact Risk Attribution' (January 1998).
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Find related papers by JEL classification:
F39 - International Economics - - International Finance - - - Other
G11 - Financial Economics - - General Financial Markets - - - Portfolio Choice; Investment Decisions
G12 - Financial Economics - - General Financial Markets - - - Asset Pricing
G15 - Financial Economics - - General Financial Markets - - - International Financial Markets
M41 - Business Administration and Business Economics; Marketing; Accounting - - Accounting - - - Accounting

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  1. Los, Cornelis A., 1998. "Optimal multi-currency investment strategies with exact attribution in three Asian countries," Journal of Multinational Financial Management, Elsevier, vol. 8(2-3), pages 169-198, September. [Downloadable!] (restricted)
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  1. Cornelis A. Los, 2004. "Model Uncertainty, Complexity and Rank in Finance," Econometrics 0411013, EconWPA. [Downloadable!]
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