Portfolio Effect on Daily Stock Return Across Industrial Sectors in Hong Kong: An Analysis of Dow Effect

Gordon Y. N. Tang*

*Corresponding author for this work

    Research output: Contribution to journalJournal articlepeer-review

    Abstract

    This paper examines the portfolio effect on the daily stock returns across industrial sectors in the Hong Kong market. For the overall daily stock returns, our results show that with an increase in the portfolio size, the standard-deviation and kurtosis decrease while the skewness becomes more negative. The result is a more negatively skewed but less leptokurtic stock return distribution on average. However, the impact of diversification on stock returns differs across weekdays. On Monday, the reduction in standard deviation is the smallest across all weekdays. Simple portfolio diversification cannot eliminate skewness and kurtosis only on Monday but not on other weekdays. Our results suggest that a new anomaly exists in the Hong Kong stock market on Monday.
    Original languageEnglish
    Pages (from-to)1-28
    Number of pages28
    JournalReview of Pacific Basin Financial Markets and Policies
    Volume2
    Issue number1
    DOIs
    Publication statusPublished - Mar 1999

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