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Testing Asymmetric-Information Asset Pricing Models

Bryan Kelly1; Alexander Ljungqvist2

1 University of Chicago · 2 New York University

Review of Financial Studies 2012

We provide evidence for the importance of information asymmetry in asset pricing by using three natural experiments. Consistent with rational expectations models with multiple assets and multiple signals, we find that prices and uninformed demand fall as asymmetry increases. These falls are larger when more investors are uninformed, turnover is larger and more variable, payoffs are more uncertain, and the lost signal is more precise. Prices fall partly because expected returns become more sensitive to liquidity risk. Our results confirm that information asymmetry is priced and imply that a primary channel that links asymmetry to prices is liquidity.

DOI
10.1093/rfs/hhr134
Volume
25 (5)
Pages
1366-1413
Language
en
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