Are domestic firms exposed to similar currency risk as international trading firms?

Mohamed Ariff Syed Mohamed, Alireza Zarei

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    Abstract

    This paper reports key findings about currency risk using two samples of listed firms: one sample with zero foreign currency revenues, hence having zero-currency risk; and the other sample with positive revenues in foreign currencies from foreign transactions. The latter is therefore, exposed to currency risk. Asset pricing theories predict that stocks of currency-risk-exposed firms should suffer significant currency risk, while those firms with zero-currency-risk should not have any effect from currency risk since currency transactions across borders is nil. The latter hypothesis has yet to be tested explicitly, so there is a gap in the literature. We report stock returns are significantly affected not just for firms with foreign-currency revenues but also for firms with zero foreign-currency transactions. These findings are useful to top management of all businesses to undertake currency-hedge plans for both domestic and international trading firms.
    Original languageEnglish
    Pages (from-to)25-56
    Number of pages32
    JournalInternational Journal of Banking and Finance
    Volume17
    Issue number2
    DOIs
    Publication statusPublished - 27 Jun 2022

    Bibliographical note

    This work is licensed under a Creative Commons Attribution 4.0 International License.

    Funding

    The authors would like to express their gratitude to the Malaysian Government which funded this research on currency risk under its 2016-9 Fundamental Research Grant Scheme (Ref: FRGS/1/2016/ SS01/UPM/01/1). In addition, we are grateful to the discussants/ participants of the 22nd Malaysian Finance Association Conference (17-19 November 2020) for their comments. This paper won the best paper award at the MFA-2020 conference.

    FundersFunder number
    Government of MalaysiaFRGS/1/2016/ SS01/UPM/01/1

      Keywords

      • Exchange rate
      • direct vs indirect exposure
      • panel regression
      • Australian dollar
      • pooled vs fixed vs random effectspooled vs fixed vs random effects

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