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Foreign Investment and Stock Price Informativeness: Evidence From the Shanghai (Shenzhen)–Hong Kong Stock Connect

Research output: Journal article publicationJournal articleAcademic researchpeer-review

Abstract

This article investigates the impact of heterogeneous foreign investment on home market stock price informativeness. Evidence from China’s nascent A-share market shows non-segmented foreign investment reduces firms’ stock return synchronicity, while segmented foreign investment does not. Using the Shanghai (Shenzhen)–Hong Kong Stock Connect program as a natural experiment that exogenously increases non-segmented foreign ownership, we find that synchronicity drops significantly for program stocks relative to the control stocks. Our results are most consistent with an “informed trading” explanation, rather than a “learning” or “governance” explanation. These results have policy implications for stock market liberalization programs.

Original languageEnglish
Pages (from-to)181-204
Number of pages24
JournalJournal of Accounting, Auditing and Finance
Volume39
Issue number1
Early online date17 Oct 2021
DOIs
Publication statusPublished - Jan 2024

Keywords

  • foreign investment
  • informed trading
  • Shanghai–Hong Kong Stock Connect
  • stock market liberalization
  • synchronicity

ASJC Scopus subject areas

  • Accounting
  • Finance
  • Economics, Econometrics and Finance (miscellaneous)

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