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Journal article

Trader leverage and liquidity

Abstract:
Does trader leverage drive equity market liquidity? We use the unique features of the margin trading system in India to identify a causal relationship between traders’ ability to borrow and a stock’s market liquidity. To quantify the impact of trader leverage, we employ a regression discontinuity design that exploits threshold rules that determine a stock’s margin trading eligibility. We find that liquidity is higher when stocks become eligible for margin trading and that this liquidity enhancement is driven by margin traders’ contrarian strategies. Consistent with downward liquidity spirals due to deleveraging, we also find that this effect reverses during crises.
Publication status:
Published
Peer review status:
Peer reviewed

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Publisher copy:
10.1111/jofi.12507

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Institution:
University of Oxford
Division:
SSD
Role:
Author


Publisher:
Wiley
Journal:
Journal of Finance More from this journal
Volume:
72
Issue:
4
Pages:
1567-1610
Publication date:
2017-06-05
Acceptance date:
2016-08-05
DOI:
EISSN:
1540-6261
ISSN:
0022-1082


Language:
English
Pubs id:
pubs:641239
UUID:
uuid:4cc4b8dc-3de3-4581-81e2-b0198e048675
Local pid:
pubs:641239
Source identifiers:
641239
Deposit date:
2016-09-02
ARK identifier:

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