The world price of credit risk

Doron Avramov, Tarun Chordia, Gergana Jostova, Alexander Philipov*

*Corresponding author for this work

Research output: Contribution to journalArticlepeer-review

28 Scopus citations

Abstract

Global asset pricing models have failed to capture the cross-section of country equity returns. Emerging markets display robust positive pricing errors, and country-level characteristics play a role in pricing international equities. This paper offers a risk-based explanation for such asset pricing deviations. A world credit risk factor is significantly priced in the cross-section of country equity returns. In its presence, the positive pricing errors in emerging markets disappear and country-level characteristics no longer play a role. The risk premium for exposure to the credit risk factor is 80 basis points per month and has increased in recent years.

Original languageEnglish
Pages (from-to)112-152
Number of pages41
JournalReview of Asset Pricing Studies
Volume2
Issue number2
DOIs
StatePublished - Dec 2012

Bibliographical note

Publisher Copyright:
© 2012 The Author.

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