Evaluation of Asset Pricing Models in the South African Equities Market

dc.contributor.advisorRajaratnam, Kanshukan
dc.contributor.authorMoyo, Nigel A P
dc.date.accessioned2021-02-17T14:05:56Z
dc.date.available2021-02-17T14:05:56Z
dc.date.issued2020
dc.date.updated2021-02-16T13:40:01Z
dc.description.abstractAsset pricing models have been of interest since their origin in modern finance. The Capital Asset Pricing Model is a widely used tool and is one of the early developed asset pricing models in modern finance. There are continual improvements of this model with the evident multifactor models of Fama and French (2015), Carhart (1997) and the South African two – factor arbitrage pricing models of Van Rensburg (2002) and Laird-Smith et al. (2016). This research empirically investigates the performance of eight-different multi-factor asset pricing models in describing average portfolio returns in the South African Johannesburg Stock Exchange. We find that the Carhart (1997) four factor model comprising of the market factor, size factor, value factor and the momentum factor is the most parsimonious model and thus better explains the average portfolio returns in the South African JSE. This model is an improvement of the Fama and French (1992) three factor model. Additionally, we investigate the performance of the two factor Asset Pricing Theory (APT) model of Laird-Smith et al. (2016) and Van Rensburg (2002) that consists of the South African Financial Index (SAFI) and the South African Resources Index (SARI). We observe that the model performs better than the traditional CAPM that is widely used in industry. Adding the SAFI and the SARI to the six-factor model results in an eight-factor model that has a significant improvement in explaining average returns. The results indicate that the market factor, the South African Financial Index and the South African Resources Index (SARI) poorly explain each other but their linear combination improves the eight-factor asset pricing model in explaining average portfolio returns in the South African market. The eight – factor model comprises of the market, size, value, investment, profitability, momentum factors and the two South African indices namely, the South African Financials Index (SAFI) and the South African Resources Index (SARI).
dc.identifier.apacitationMoyo, N. A. P. (2020). <i>Evaluation of Asset Pricing Models in the South African Equities Market</i>. (). ,Faculty of Commerce ,Department of Finance and Tax. Retrieved from http://hdl.handle.net/11427/32887en_ZA
dc.identifier.chicagocitationMoyo, Nigel A P. <i>"Evaluation of Asset Pricing Models in the South African Equities Market."</i> ., ,Faculty of Commerce ,Department of Finance and Tax, 2020. http://hdl.handle.net/11427/32887en_ZA
dc.identifier.citationMoyo, N.A.P. 2020. Evaluation of Asset Pricing Models in the South African Equities Market. . ,Faculty of Commerce ,Department of Finance and Tax. http://hdl.handle.net/11427/32887en_ZA
dc.identifier.ris TY - Master Thesis AU - Moyo, Nigel A P AB - Asset pricing models have been of interest since their origin in modern finance. The Capital Asset Pricing Model is a widely used tool and is one of the early developed asset pricing models in modern finance. There are continual improvements of this model with the evident multifactor models of Fama and French (2015), Carhart (1997) and the South African two – factor arbitrage pricing models of Van Rensburg (2002) and Laird-Smith et al. (2016). This research empirically investigates the performance of eight-different multi-factor asset pricing models in describing average portfolio returns in the South African Johannesburg Stock Exchange. We find that the Carhart (1997) four factor model comprising of the market factor, size factor, value factor and the momentum factor is the most parsimonious model and thus better explains the average portfolio returns in the South African JSE. This model is an improvement of the Fama and French (1992) three factor model. Additionally, we investigate the performance of the two factor Asset Pricing Theory (APT) model of Laird-Smith et al. (2016) and Van Rensburg (2002) that consists of the South African Financial Index (SAFI) and the South African Resources Index (SARI). We observe that the model performs better than the traditional CAPM that is widely used in industry. Adding the SAFI and the SARI to the six-factor model results in an eight-factor model that has a significant improvement in explaining average returns. The results indicate that the market factor, the South African Financial Index and the South African Resources Index (SARI) poorly explain each other but their linear combination improves the eight-factor asset pricing model in explaining average portfolio returns in the South African market. The eight – factor model comprises of the market, size, value, investment, profitability, momentum factors and the two South African indices namely, the South African Financials Index (SAFI) and the South African Resources Index (SARI). DA - 2020_ DB - OpenUCT DP - University of Cape Town KW - CAPM KW - JSE KW - APT KW - SAFI KW - SARI KW - Regression KW - Indices LK - https://open.uct.ac.za PY - 2020 T1 - Evaluation of Asset Pricing Models in the South African Equities Market TI - Evaluation of Asset Pricing Models in the South African Equities Market UR - http://hdl.handle.net/11427/32887 ER - en_ZA
dc.identifier.urihttp://hdl.handle.net/11427/32887
dc.identifier.vancouvercitationMoyo NAP. Evaluation of Asset Pricing Models in the South African Equities Market. []. ,Faculty of Commerce ,Department of Finance and Tax, 2020 [cited yyyy month dd]. Available from: http://hdl.handle.net/11427/32887en_ZA
dc.language.rfc3066eng
dc.publisher.departmentDepartment of Finance and Tax
dc.publisher.facultyFaculty of Commerce
dc.subjectCAPM
dc.subjectJSE
dc.subjectAPT
dc.subjectSAFI
dc.subjectSARI
dc.subjectRegression
dc.subjectIndices
dc.titleEvaluation of Asset Pricing Models in the South African Equities Market
dc.typeMaster Thesis
dc.type.qualificationlevelMasters
dc.type.qualificationlevelMCom
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