Country and industry effects in corporate bond spreads in emerging markets

We use corporate bond data from firms belonging to 13 emerging markets and eight industries from 2007 to 2013 to study whether and how country and industry effects determine the spread between their yield and the respective sovereign debt yield. Existing models ignore country and industry effects as...

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Detalles Bibliográficos
Autores: Garay, U., González, M., Rosso, J.
Tipo de recurso: artículo
Estado:Versión publicada
Fecha de publicación:2017
País:Colombia
Institución:Universidad de los Andes
Repositorio:Séneca: repositorio Uniandes
Idioma:inglés
OAI Identifier:oai:repositorio.uniandes.edu.co:1992/47021
Acceso en línea:http://hdl.handle.net/1992/47021
https://doi.org/10.1016/j.jbusres.2017.09.021
Access Level:acceso abierto
Palabra clave:Emerging markets
Corporate debt
Sovereign debt
Country and industry effects
Descripción
Sumario:We use corporate bond data from firms belonging to 13 emerging markets and eight industries from 2007 to 2013 to study whether and how country and industry effects determine the spread between their yield and the respective sovereign debt yield. Existing models ignore country and industry effects as they implicitly assume that firm, bond issues, local, and global factors capture these effects. We find that country and, especially, industry effects are significant in explaining corporate bond spreads. From a practitioner's point of view, our results are important as ignoring country and industry effects causes bonds to be mispriced in emerging markets, particularly in the energy, basic materials, and communications and technology sectors. We also find country effects for bonds from firms from Chile, Indonesia, and the Philippines, although with lower significance levels. Finally, and consistent with other recent papers, we also find violations of the sovereign ceiling rule.