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Commentary by Y. Beppu

Published online by Cambridge University Press:  09 February 2010

Stavros A. Zenios
Affiliation:
University of Pennsylvania and University of Cyprus
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Summary

Among world equity markets, the largest is the Tokyo Stock Exchange, the second is the New York Stock Exchange, the third is the US NASDAQ market, and the fourth will be the JASDAQ market which Japan is going to organize and start in 1992, exploring the possibility of connecting computers with NASDAQ. In recent years, therefore, Japanese investment in the US and American investment in Japan have been important activities in rapidly integrating world capital markets. Professor William T. Ziemba presented a timely and significant study, entitled "Currency Hedging Strategies" at the Conference on Financial Optimization held at The Wharton School of the University of Pennsylvania on 10 November 1989. His principal conclusion is as follows:

For the American investing in Japan, the hedge provides a substantial bonus: an essentially risk free gain of about 3-5% per year due to the difference in interest rates between the two countries. … The situation is much more difficult and complicated for Japanese investment in the US. The forward/futures hedge will eliminate the currency risk but at a cost of about 3-5% per year.

In his chapter, he explored mainly the latter case, upon which I will comment.

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Publisher: Cambridge University Press
Print publication year: 1993

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