Subsidized overexpansion of Chinese firms

This paper examines the economic consequences of public subsidies to listed firms in China. It reveals that public subsidies can significantly increase the chance of firm overinvestment. However, they do not necessarily resolve the underinvestment problem. These results appear robust when we test va...

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Main Authors: Han, Miao, Zhang, Dayong, Bi, Xiaogang, Huang, Wei
Format: Article
Language:English
Published: Elsevier 2019
Subjects:
Online Access:https://eprints.nottingham.ac.uk/56253/
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author Han, Miao
Zhang, Dayong
Bi, Xiaogang
Huang, Wei
author_facet Han, Miao
Zhang, Dayong
Bi, Xiaogang
Huang, Wei
author_sort Han, Miao
building Nottingham Research Data Repository
collection Online Access
description This paper examines the economic consequences of public subsidies to listed firms in China. It reveals that public subsidies can significantly increase the chance of firm overinvestment. However, they do not necessarily resolve the underinvestment problem. These results appear robust when we test various types of subsidies separately, as well as when we analyze the influence of subsidies on the investment-Q sensitivity. Further investigation shows that dividend payout has an important moderating role in this relationship between subsidies and investment. Firms with subsidies, especially those that pay higher cash dividends, have lower future stock returns and valuations than comparable non-subsidized firms. Overall, the main findings of this paper signal a clear government failure to correct market failure in the Chinese capital market. © 2019
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spelling nottingham-562532021-02-14T04:30:12Z https://eprints.nottingham.ac.uk/56253/ Subsidized overexpansion of Chinese firms Han, Miao Zhang, Dayong Bi, Xiaogang Huang, Wei This paper examines the economic consequences of public subsidies to listed firms in China. It reveals that public subsidies can significantly increase the chance of firm overinvestment. However, they do not necessarily resolve the underinvestment problem. These results appear robust when we test various types of subsidies separately, as well as when we analyze the influence of subsidies on the investment-Q sensitivity. Further investigation shows that dividend payout has an important moderating role in this relationship between subsidies and investment. Firms with subsidies, especially those that pay higher cash dividends, have lower future stock returns and valuations than comparable non-subsidized firms. Overall, the main findings of this paper signal a clear government failure to correct market failure in the Chinese capital market. © 2019 Elsevier 2019-03-01 Article PeerReviewed application/pdf en cc_by_nc_nd https://eprints.nottingham.ac.uk/56253/1/Han%2C%20Zhang%2C%20Bi%2C%20Huang%202019IRFA.pdf Han, Miao, Zhang, Dayong, Bi, Xiaogang and Huang, Wei (2019) Subsidized overexpansion of Chinese firms. International Review of Financial Analysis, 62 . pp. 69-79. ISSN 1057-5219 Dividends; Investment efficiency; Market failure; Public subsidies http://dx.doi.org/10.1016/j.irfa.2019.02.003 doi:10.1016/j.irfa.2019.02.003 doi:10.1016/j.irfa.2019.02.003
spellingShingle Dividends; Investment efficiency; Market failure; Public subsidies
Han, Miao
Zhang, Dayong
Bi, Xiaogang
Huang, Wei
Subsidized overexpansion of Chinese firms
title Subsidized overexpansion of Chinese firms
title_full Subsidized overexpansion of Chinese firms
title_fullStr Subsidized overexpansion of Chinese firms
title_full_unstemmed Subsidized overexpansion of Chinese firms
title_short Subsidized overexpansion of Chinese firms
title_sort subsidized overexpansion of chinese firms
topic Dividends; Investment efficiency; Market failure; Public subsidies
url https://eprints.nottingham.ac.uk/56253/
https://eprints.nottingham.ac.uk/56253/
https://eprints.nottingham.ac.uk/56253/