Regional exports and imbalances: a portfolio analysis

This paper estimates the impact of regional export structures on the risk andreturn of regional export portfolios. The Markowitz model is used to assess the risk andreturn of export products structures of three Brazilian economic regions. More specifically,the paper tests the hypothesis that economi...

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Detalles Bibliográficos
Autor: Neto, Raul de Gouvea
Tipo de recurso: artículo
Estado:Versión publicada
Fecha de publicación:1992
País:Brasil
Institución:EDITORA 34
Repositorio:Revista de Economia Política
Idioma:portugués
OAI Identifier:oai:ojs2.centrodeeconomiapolitica.org:article/1407
Acceso en línea:https://centrodeeconomiapolitica.org.br/repojs/index.php/journal/article/view/1407
Access Level:acceso abierto
Palabra clave:Exports
regional unbalances
Markowitz model
risk
Exportações
desequilíbrios regionais
modelo Markowitz
risco
Descripción
Sumario:This paper estimates the impact of regional export structures on the risk andreturn of regional export portfolios. The Markowitz model is used to assess the risk andreturn of export products structures of three Brazilian economic regions. More specifically,the paper tests the hypothesis that economic regions with highly diversified export structurewill observe more efficient export portfolios than those with only moderate or no portfoliodiversification. In order to test this hypothesis, we used the export structures of threeBrazilian economic regions: the South, the Southeast and the Northeast. The results showthat portfolio theory can provide policymakers with an alternative way of assessing exportearnings instability and export promotion strategies. JEL Classification: F1; F3.