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Does derivative usage boost firm value in an economy with controls? Evidence from India

Abstract:
The role of derivatives on firm valuation has recently become a subject of intense debate for emerging markets where there is greater asset price volatility, illiquidity, and the absence of common regulations and accounting standards. Given the lack of data availability, disclosure inconsistency and distinctive regulatory requirements for Indian firms, we assess the impact of corporate hedging via derivative use on the performance of BSE-100 non-financial firms over the period 2010–2017. Our results from keywords-based hand-collected derivative usage data show that all types of derivatives, except rate derivatives, have a significant and positive impact on firm value through channels of reduced earnings volatility and increased leverage with tax benefits. Firms with greater leverage tend to benefit from the use of rate derivatives. Still, among those highly leveraged firms, the ones who experience high earnings volatility are unable to benefit from rate derivatives. Besides, hedge accounting benefits firms in dealing with earnings volatility when they have higher derivatives exposure. As capital controls on international flows can limit the use of derivatives, we show that firms with currency risk exposure in terms of long-term foreign currency debt do benefit from rate derivatives. Our results are also robust with a matched sample for derivative users and non-users. Overall, we conclude that easing regulatory controls on derivatives dealings can be beneficial for firms in growing emerging economies.
Publication status:
Published
Peer review status:
Peer reviewed

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Publisher copy:
10.1007/s11156-024-01290-4

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Institution:
University of Oxford
Division:
SSD
Department:
Saïd Business School
Role:
Author


Publisher:
Springer
Journal:
Review of Quantitative Finance and Accounting More from this journal
Publication date:
2024-05-16
Acceptance date:
2024-04-27
DOI:
EISSN:
1573-7179
ISSN:
0924-865X


Language:
English
Keywords:
Pubs id:
1995913
Local pid:
pubs:1995913
Deposit date:
2024-05-13

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