Research

Publications

Review of Financial Studies, 2023, 36(9), 3825-3860. 


Working Papers:

Revise and Resubmit at Management Science

Abstract:  I study how and why the two major types of business investment, equipment investment and structures investment, are differently linked to stock returns. I empirically show that equipment investment has a significantly stronger predictive power for stock market returns than structures investment, both in-sample and out-of-sample. To explain this empirical finding, I build a general equilibrium production model featuring a shorter time-to-build for equipment investment than for structures investment. In the model, equipment investment reacts to productivity shocks in a more timely manner, and reflects more of the information contained in stock prices.


Revise and Resubmit at Journal of Financial and Quantitative Analysis

Abstract: I study the impact of preference heterogeneity (specifically, heterogeneity in risk aversion and time discount factor) on asset prices and risk sharing in an endowment economy, where financial markets are endogenously incomplete due to the contracting friction of limited enforcement. I show theoretically that the long-run distribution of agents' consumption is stationary and nondegenerate, since agents share limited risk under endogenously incomplete markets. I find that heterogeneous preferences generate asymmetric risk sharing between agents, lead to conditional variation in the stochastic discount factor, and boost the mean and volatility of equity premium quantitatively relative to homogeneous preferences.


Abstract:  The job search decisions of unemployed workers are forward-looking and shaped by the returns they anticipate from the search process. When expected returns, or discount rates, are high, the discounted benefits from the search process are low. Thus, unemployed workers engage in less intensive job searching. We build a Diamond-Mortensen-Pissarides search model with variable search intensity and Epstein-Zin preferences. We demonstrate that (a) the search return for unemployed workers equals firms' stock return; (b) variable search intensity amplifies both labor market volatilities and stock market risks, relative to fixed search intensity; and (c) search intensity negatively predicts stock market returns in the model, aligned with the data. In addition, through a variance decomposition, we show that the variation in the job search decisions of unemployed workers is mainly driven by discount rates, with little contribution from expected cash flows.


Abstract: This paper studies how market power affects the well-documented positive relation between firms' profitability and future stock returns in the cross-section. We find that this relation is significantly more pronounced among firms with high markup. A long-short portfolio sorted on profitability earns an average monthly return of 0.57% among firms with high markup, and only 0.05% among firms with low markup. Firms' differential exposure to investment-specific technology shocks explains this gap. To understand these results, we introduce market power into a standard investment-based asset pricing model to study its impact on firms' endogenous investment and risk exposures. Market power exacerbates the displacement risk faced by highly profitable firms.