Dynamic investigation into the predictability of Australian industrial stock returns: using financial and economic information

This paper employs Bayesian dynamic linear forecasting techniques to investigate the factors driving the predictability of Australian stock market. The unanticipated components of a set of economic and financial variables are chosen as the proxies for the economic risk factors that influence the ind...

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Main Authors: Lakshman, Alles, Yao, J., Gao, J.
Format: Journal Article
Published: Elsevier BV 2005
Online Access:http://hdl.handle.net/20.500.11937/12661
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author Lakshman, Alles
Yao, J.
Gao, J.
author_facet Lakshman, Alles
Yao, J.
Gao, J.
author_sort Lakshman, Alles
building Curtin Institutional Repository
collection Online Access
description This paper employs Bayesian dynamic linear forecasting techniques to investigate the factors driving the predictability of Australian stock market. The unanticipated components of a set of economic and financial variables are chosen as the proxies for the economic risk factors that influence the industrial stock returns. The prior information is incorporated with the predictor variables and updated at each month during the sample period. The final test result reveals that the unanticipated components of term structure and short-term interest rate are the most significant variables to be priced in industry returns. The aggregate dividend-yield variable has influence on some of the industries. The industrial return's predictability is well explained by the time-varying risk premium of economic factors. The comparison between multivariate analysis and univariate analysis strongly indicates that the correlations within the industries are critical in the investigation of the predictability of returns.
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format Journal Article
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institution Curtin University Malaysia
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last_indexed 2025-11-14T07:00:17Z
publishDate 2005
publisher Elsevier BV
recordtype eprints
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spelling curtin-20.500.11937-126612017-09-13T16:06:24Z Dynamic investigation into the predictability of Australian industrial stock returns: using financial and economic information Lakshman, Alles Yao, J. Gao, J. This paper employs Bayesian dynamic linear forecasting techniques to investigate the factors driving the predictability of Australian stock market. The unanticipated components of a set of economic and financial variables are chosen as the proxies for the economic risk factors that influence the industrial stock returns. The prior information is incorporated with the predictor variables and updated at each month during the sample period. The final test result reveals that the unanticipated components of term structure and short-term interest rate are the most significant variables to be priced in industry returns. The aggregate dividend-yield variable has influence on some of the industries. The industrial return's predictability is well explained by the time-varying risk premium of economic factors. The comparison between multivariate analysis and univariate analysis strongly indicates that the correlations within the industries are critical in the investigation of the predictability of returns. 2005 Journal Article http://hdl.handle.net/20.500.11937/12661 10.1016/j.pacfin.2004.08.002 Elsevier BV restricted
spellingShingle Lakshman, Alles
Yao, J.
Gao, J.
Dynamic investigation into the predictability of Australian industrial stock returns: using financial and economic information
title Dynamic investigation into the predictability of Australian industrial stock returns: using financial and economic information
title_full Dynamic investigation into the predictability of Australian industrial stock returns: using financial and economic information
title_fullStr Dynamic investigation into the predictability of Australian industrial stock returns: using financial and economic information
title_full_unstemmed Dynamic investigation into the predictability of Australian industrial stock returns: using financial and economic information
title_short Dynamic investigation into the predictability of Australian industrial stock returns: using financial and economic information
title_sort dynamic investigation into the predictability of australian industrial stock returns: using financial and economic information
url http://hdl.handle.net/20.500.11937/12661