Sergio Schmukler

Comments Welcome (2007)

Graciela Kaminsky, Richard Lyons, Sergio Schmukler

A myriad of currency crises have plagued the last decade of the 20 th century. These crises were not confined to individual nations, or even regions. The Thai crisis engulfed—within...

1 Chapter 7 SEIGNIORAGE, RESERVE REQUIREMENTS AND BANK (2007)

Eliana Cardoso, Ilan Goldfajn, Eustáquio Reis, Sergio Schmukler, Eduardo Luís Lundberg, ...

data, comments, and extremely helpful answers to my endless questions. Remaining mistakes are my own.

Government Bonds in Domestic and Foreign Currency: The Role of Macroeconomic and Institutional Factors by (2007)

Stijn Claessens, Daniela Klingebiel, Sergio Schmukler

The development of government bond markets and in particular their currency composition have recently received much interest, partly because of their relation with financial crises. This paper...

World Bank (2007)

Jel Classification, Codes F, Jeffrey Frankel, Sergio Schmukler, Sergio Schmukler, Luis Servn, ...

+ We have enormously benefited from the collaboration of Eduardo Fajnzylber, who discussed several ideas with us and performed superb research assistance work. We are likewise indebted to Ron Alquist...

This pape... (2007)

Graciela Kaminsky, Richard K. Lyons, Sergio Schmukler

We examine the trading strategies of mutual funds in emerging markets. We develop a method for disentangling the behavior of fund managers from that of underlying investors. For both managers and...

EXPLAINING THE MIGRATION OF STOCKS FROM EXCHANGES IN EMERGING ECONOMIES TO INTERNATIONAL CENTRES (2007)

Stijn Claessens, Stijn Claessens, Daniela Klingebiel, Daniela Klingebiel, Sergio Schmukler, Sergio Schmukler, ...

This Discussion Paper is issued under the auspices of the Centre’s research programme in FINANCIAL ECONOMICS. Any opinions expressed here are those of the author(s) and not those of the Centre for...

and (2007)

Graciela Kaminsky, Sergio Schmukler

Financial market instability has been the focus of attention of both academic and policy circles. Rating agencies have been under particular scrutiny lately as promoters of financial excesses,...

Economic Adviser Development Economics World Bank (2007)

Masahiro Kawai, Richard Newfarmer, Sergio Schmukler

The recent crises originating in Mexico (1994), Thailand (1997), and Russia (1998) were all transmitted to the rest of the world. The shocks affected both neighboring and remote countries, and both...

The World Bank (2007)

Sergio Schmukler, Esteban Vesperoni, Simon Altkorn Monti, Thorsten Beck, Simeon Djankov, Jack Glen, ...

This paper investigates whether integration with global markets affects the financing choices of firms from East Asia and Latin America. Using a firm-level panel for the 1980s and 1990s, we study how...

Banking on Foreigners: The Behavior of International Bank Lending to Latin America, (2007)

Maria Soledad, Martinez Peria, Andrew Powell, Ivanna Vladkova Hollar, Jel G N, Graciela Kaminsky, ...

Rising international bank financing to developing countries has motivated a debate on the behavior of these claims. We analyze claims from seven home (lender) countries on ten host (borrower)...

Globalization and Firms' Financing Choices: Evidence from Emerging Economies (2001)

Schmukler, Sergio, Vesperoni, Esteban

This paper studies the relation between firm's financing choices and financial globalization. Using an East Asian and Latin American firm-level panel for the 1980s and 1990s, we study how leverage...

Mutual Fund Investment in Emerging Markets: An Overview (2001)

Graciela Kaminsky, Richard Lyons, Sergio Schmukler

International mutual funds are one of the main channels of capital flows to emerging economies. Although mutual funds have become important contributors to financial-market integration, little is...

Managers, investors, and crises: Mutual fund strategies in emerging markets. NBER Working Paper 7855 (2000)

Graciela Kaminsky, Richard Lyons, Sergio Schmukler

This paper addresses the trading strategies of mutual funds in emerging markets. The data set we develop permits analysis of these strategies at the level of individual portfolios. Methodologically,...

Verifiability and the vanishing intermediate exchange rate regime (2000)

World Bank, World Bank, Jeffrey Frankel, Sergio Schmukler, Sergio Schmukler, Luis Servén, ...

✢ This paper was written for the April 2000 meeting of the Brookings Trade Forum, Brookings Institution, Washington DC. We have enormously benefited from the collaboration of Eduardo Fajnzylber,...

Predicting Currency Fluctuations and Crises: (1999)

Do Resident Firms, Daniel Kaufmann, Gil Mehrez, Sergio Schmukler

This paper investigates whether resident enterprise managers have an informational advantage about the countries they work on. We propose a method for extracting information available to resident...

Long-Run Integration: Do Capital Controls Matter?, Brookings Trade Forum: 2000 (1989)

Graciela Kaminsky, Sergio Schmukler

This paper studies whether capital controls affect the link between domestic and foreign stock market prices and interest rates. To examine the characteristics of international market integration and...

Long-Run Integration: Do Capital Controls Matter?, Brookings Trade Forum: 2000 (1989)

Graciela Kaminsky, Sergio Schmukler

This paper studies whether capital controls affect the link between domestic and foreign stock market prices and interest rates. To examine the characteristics of international market integration and...

Internationalization and Stock Market Liquidity

Ross Levine, Sergio Schmukler

What is the impact of internationalization (firms raising capital and trading in international markets) on the liquidity of the remaining firms in domestic markets? To address this question, we...

Predicting currency fluctuations and crises - do resident firms have an informational advantage?

Kaufmann, Daniel, Mehrez, Gil, Schmukler, Sergio

The authors investigate whether resident enterprise managers have an informational advantage about the countries in which they work. They propose a method for extracting information available to...

Mutual fund investment in emerging markets - an overview

Kaminsky, Graciela, Lyons, Richard, Schmukler, Sergio

International mutual funds are one of the main channels for capital flows to emerging economies. Although mutual funds have become important contributors to financial market integration, little is...

Internationalization and Stock Market Liquidity*

Ross Levine, Sergio Schmukler

What is the impact of internationalization (firms raising capital and trading in international markets) on the liquidity of the remaining firms in domestic markets? To address this question, we...

The Price of Inconvertible Deposits: The Stock Market Boom during the Argentine crisis",

Eduardo Levy Yeyati, Sergio Schmukler, Neeltje Van Horen

The Argentine crisis witnessed, among other things, a deposit run, the suspension of deposit convertibility, and a “boom” in the stock market. We argue that this boom reflects the cost that...

Living and Dying with Hard Pegs: The Rise and Fall of Argentina´s Currency Board

Eduardo Levy Yeyati, Sergio Schmukler

The rise and fall of Argentina’s currency board illustrates the extent to which the advantages of hard pegs have been overstated. The currency board did provide nominal stability and boosted...

Market Discipline in Emerging Economies: Beyond Bank Fundamentals

Eduardo Levy Yeyati, Sergio Schmukler

This paper studies how institutional factors and systemic risks (driven by macroeconomic conditions) prevalent in emerging economies may impact market discipline among banks (traditionally understood...

Globalization and Firms' Financing Choices: Evidence from Emerging Economies

Sergio Schmukler, Esteban Vesperoni

This paper studies the relation between firm's financing choices and financial globalization. Using an East Asian and Latin American firm-level panel for the 1980s and 1990s, we study how leverage...

Crisis and contagion in East Asia : nine lessons

Kawai, Masahiro, Newfarmer, Richard, Schmukler, Sergio

The authors investigate the origins of the East Asian crisis and its contagion, examine the channels of contagion, and discuss policy recommendationsThey make detailed recommendations in the context...

Distributional effects of crises : the role of financial transfers

Marina Halac, Sergio Schmukler

Financial crises affect income distribution by way of different channels. The authors argue that financial transfers are an important channel which has been overlooked by the literature. They study...

Market Discipline under Systemic Risk: Evidence from Bank Runs in Emerging Economies

Eduardo Levy Yeyati, Sergio Schmukler

This paper shows that systemic risk exerts a significant impact on the behavior of depositors, sometimes overshadowing their responses to standard bank fundamentals. Systemic risk can affect market...

Government bonds in domestic and foreign currency: the role of macroeconomic and institutional factors

Claessens, Stijn, Klingebiel, Daniela, Schmukler, Sergio

The development of government bond markets and, in particular, their currency composition have recently received much interest, partly because of their relation with financial crises. The authors...

The International Financial Integration of China and India

Lane, Philip R., Schmukler, Sergio

Three main features characterize the international financial integration of China and India. First, while only having a small global share of privately-held external assets and liabilities (with the...

International Financial Integration through Equity Markets: Which Firms from Which Countries Go Global?

Claessens, Stijn, Schmukler, Sergio

This paper studies international financial integration analyzing firms from various countries raising capital, trading equity, and/or cross-listing in major world stock markets. Using a large sample...

Why Do Emerging Economies Borrow Short Term?

Broner, Fernando A, Lorenzoni, Guido, Schmukler, Sergio

We argue that emerging economies borrow short term due to the high risk premium charged by bondholders on long-term debt. First, we present a model where the debt maturity structure is the outcome of...

Do Depositors Punish Banks For "Bad" Behavior?: Examining Market Discipline In Argentina, Chile, And Mexico

María Soledad Martínez, Sergio Schmukler

This paper examines the existence of market discipline in the banking industries of Argentina, Chile, and Mexico during the 1980s and 1990s. Using a bank panel data set, we test for the presence of...

Crisis, contagion, and country funds: effects on East Asia and Latin America

Jeffrey Frankel, Sergio Schmukler

Spillovers effects, from one country or region to other countries and regions, have attracted renewed attention in the aftermath of the Mexican crisis of December 1994. This paper uses data on...

The Evolving Role of China and India in the Global Financial System

Philip Lane, Sergio Schmukler

Three main features characterize the international financial integration of China and India. First, while only having a small global share of privately-held external assets and liabilities, these...

Globalization and firms'financing choices - evidence from emerging economies

Schmukler, Sergio, Versperoni, Esteban

The authors investigate whether integration with global markets affects the financing choices of firms from East Asia and Latin America. Using firm-level data for the 1980s and 1990s, they study how...

Verifying exchange rate regimes

Serven, Luis, Frankel, Jeffrey, Fajnzylber, Eduardo, Schmukler, Sergio

Credibility and transparency are at the core of the current debate about exchange rate regimes. The steady growth in the magnitude and variability of international capital flows has complicated the...

Managers, investors, and crises : mutual fund strategies in emerging markets

Kaminsky, Graciela, Lyons, Richard, Schmukler, Sergio

The authors address the trading strategies of mutual funds in emerging markets. The data set they develop permits analyses of these strategies at the level of individual portfolios. A...

Global transmission of interest rates : monetary independence and the currency regime

Frankel, Jeffrey, Schmukler, Sergio, Serven, Luis

The authors empirically study the sensitivity of local interest rates to international interest rates and how that sensitivity is affected by a country's choice of exchange rate regime. To establish...

Short and long-run integration : do capital controls matter ?

Kaminsky, Graciela, Schmukler, Sergio

The authors study whether capital controls affect the link between domestic and foreign stock market prices and interest rates. To examine the characteristics of international market integration and...

Emerging markets instability: do sovereign ratings affect country risk and stock returns?

Kaminsky, Graciela, Schmukler, Sergio

Financial market instability has been the focus of attention of both academic and policy circles. Rating agencies have been under particular scrutiny lately as promoters of financial excesses,...

Country fund discounts and the mexican crisis of December 1994: Did local residents turn pessimistic before international investors?

Jeffrey Frankel, Sergio Schmukler

It has been suggested that Mexican investors were the “front-runners†in the peso crisis of December 1994, turning pessimistic before international investors. Different expectations about...

Country Funds and Asymmetric Information

Jeffrey Frankel, Sergio Schmukler

Closed-end country funds trade in New York at their price. Their Net Asset Value (NAV) represent the value of the underlying assets, usually traded in each particular country. If the holders of the...

Explaining the Migration of Stocks from Exchanges in Emerging Economies to International Centres

Claessens, Stijn, Klingebiel, Daniela, Schmukler, Sergio

We study the determinants of stock market development and the growing migration of capital raising, listing and trading activity to international exchanges. Economies with higher income per capita,...

Comments on R. Cooper, M. Bordo and H. James: Exchange rate arrangements and disarrangements: prospects for a world currency

Sergio Schmukler

Currency regimes, Currency union, Floating exchange rates, Peg, Financial crises, F31, F33,

Government Bonds in Domestic and Foreign Currency: The Role of Macroeconomic and Institutional Factors

Claessens, Stijn, Klingebiel, Daniela, Schmukler, Sergio

The development of government bond markets and, in particular, their currency composition have recently received much interest, partly because of their relation with financial crises. This Paper...

Managers, Investors, and Crises: Mutual Fund Strategies in Emerging Markets

Graciela Kaminsky, Richard K. Lyons, Sergio Schmukler

This paper addresses the trading strategies of mutual funds in emerging markets. The data set we develop permits analysis of these strategies at the level of individual portfolios. Methodoloically, a...

Verifiability and the Vanishing Intermediate Exchange Rate Regime

Jeffrey Frankel, Sergio Schmukler, Luis Serven

The corners hypothesis holds that intermediate exchange rate regimes are vanishing, or should be. Surprisingly for a new conventional wisdom, this hypothesis so far lacks analytic foundations. In...

Short-Run Pain, Long-Run Gain: The Effects of Financial Liberalization

Graciela Kaminsky, Sergio Schmukler

We examine the short- and long-run effects of financial liberalization on capital markets. To do so, we construct a new comprehensive chronology of financial liberalization in 28 mature and emerging...

The Long And The Short Of Emerging Market Debt

Luis Opazo, Claudio Raddatz, Sergio Schmukler

Emerging economies have tried to promote long-term debt since it reduces maturity mismatches and the probability of crises. This paper uses unique evidence from the leading case of Chile to study to...