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Review of Financial Studies Vol. 22 No. 1 2009

Multinationals as Arbitrageurs: The Effect of Stock Market Valuations on Foreign Direct Investment

Malcolm Baker; C. Fritz Foley; Jeffrey Wurgler

Abstract

[Empirical evidence of imperfect integration across world capital markets suggests a role for cross-border arbitrage by multinationals. Consistent with multinational arbitrage as a determinant of foreign direct investment (FDI) patterns, we find that FDI flows increase sharply with source-country stock market valuations--particularly the component of valuations that is predicted to revert the next year, and particularly in the presence of capital account restrictions that limit other mechanisms of cross-country arbitrage. The results suggest the existence of a cheap financial capital channel in which FDI flows reflect, in part, the use of relatively low-cost capital available to overvalued parents in the source country.]

Volume
22
Issue
1
Pages
337-369
Sources
bibtex:phds-export.bib

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