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Do Sovereign Bonds Benefit Corporate Bonds in Emerging Markets?

Robert F. Dittmar1,2; Kathy Yuan1,2

1 University of Michigan–Ann Arbor · 2 Ross School

Review of Financial Studies 2008 open access

We analyze the impact of emerging-market sovereign bonds on emerging-market corporate bonds by examining their spanning enhancement, price discovery, and issuance effects. We find that the effect of spanning enhancement is positive and large; over one-fifth of the information in corporate yield spreads is traced to innovations in sovereign bonds; and most of these effects are due to discovery and spanning of systematic risks. Further, issuance of sovereign bonds, controlling for endogeneity of market-timing decisions, lowers corporate yield and bid-ask spreads. Our results indicate that sovereign securities act as benchmarks and suggest they promote a vibrant corporate bond market.

DOI
10.1093/rfs/hhn015
Volume
21 (5)
Pages
1983-2014
Language
en
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