Melancholia and Japanese stock returns - 2003 to 2012

Japan's “lost decades” challenge a central tenet of finance, namely a positive relationship between risk and expected return. We present evidence that Japan's dismal returns are a function of sentiment both at the aggregate market and individual firm level. Utilizing a text-based measure o...

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Main Authors: Khuu, Joyce, Durand, Robert, Smales, Lee
Format: Journal Article
Published: Elsevier 2016
Online Access:http://hdl.handle.net/20.500.11937/7081
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author Khuu, Joyce
Durand, Robert
Smales, Lee
author_facet Khuu, Joyce
Durand, Robert
Smales, Lee
author_sort Khuu, Joyce
building Curtin Institutional Repository
collection Online Access
description Japan's “lost decades” challenge a central tenet of finance, namely a positive relationship between risk and expected return. We present evidence that Japan's dismal returns are a function of sentiment both at the aggregate market and individual firm level. Utilizing a text-based measure of news sentiment (Thomson Reuters News Analytics) to proxy for investor sentiment, we find that sentiment is predominately negative during our sample period (2003 to 2012) and is associated with negative returns. We also find that the effect of news sentiment is greatest for smaller firms.
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institution Curtin University Malaysia
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spelling curtin-20.500.11937-70812019-07-15T00:35:19Z Melancholia and Japanese stock returns - 2003 to 2012 Khuu, Joyce Durand, Robert Smales, Lee Japan's “lost decades” challenge a central tenet of finance, namely a positive relationship between risk and expected return. We present evidence that Japan's dismal returns are a function of sentiment both at the aggregate market and individual firm level. Utilizing a text-based measure of news sentiment (Thomson Reuters News Analytics) to proxy for investor sentiment, we find that sentiment is predominately negative during our sample period (2003 to 2012) and is associated with negative returns. We also find that the effect of news sentiment is greatest for smaller firms. 2016 Journal Article http://hdl.handle.net/20.500.11937/7081 10.1016/j.pacfin.2016.05.011 Elsevier fulltext
spellingShingle Khuu, Joyce
Durand, Robert
Smales, Lee
Melancholia and Japanese stock returns - 2003 to 2012
title Melancholia and Japanese stock returns - 2003 to 2012
title_full Melancholia and Japanese stock returns - 2003 to 2012
title_fullStr Melancholia and Japanese stock returns - 2003 to 2012
title_full_unstemmed Melancholia and Japanese stock returns - 2003 to 2012
title_short Melancholia and Japanese stock returns - 2003 to 2012
title_sort melancholia and japanese stock returns - 2003 to 2012
url http://hdl.handle.net/20.500.11937/7081