Responding to Climate Policy Risk Through the Dynamic Role of Green Innovation: Evidence from Carbon Information Disclosure in Emerging Markets

This study investigates how firms in emerging markets respond to climate policy risk, with a particular focus on the dynamic role of green innovation in shaping carbon information disclosure. Using a difference-in-differences (DID) framework, we examine the impact of China’s 2018 carbon reporting po...

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Main Authors: Runyu Liu, Mara Ridhuan Che Abdul Rahman, Ainul Huda Jamil
Format: Article
Language:English
Published: MDPI AG 2025-05-01
Series:Risks
Subjects:
Online Access:https://www.mdpi.com/2227-9091/13/5/92
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author Runyu Liu
Mara Ridhuan Che Abdul Rahman
Ainul Huda Jamil
author_facet Runyu Liu
Mara Ridhuan Che Abdul Rahman
Ainul Huda Jamil
author_sort Runyu Liu
collection DOAJ
description This study investigates how firms in emerging markets respond to climate policy risk, with a particular focus on the dynamic role of green innovation in shaping carbon information disclosure. Using a difference-in-differences (DID) framework, we examine the impact of China’s 2018 carbon reporting policy, which represents an institutionally significant but non-mandatory regulatory intervention, on the disclosure behaviors of A-share listed firms from 2013 to 2022. The results show that the policy significantly increased firms’ attention to carbon information disclosure, especially among those with limited green innovation capacity. In contrast, firms with stronger innovation capabilities exhibited more stable disclosure practices, suggesting a buffering effect against regulatory uncertainty. Further analysis reveals that the moderating effect of green innovation changes over time, as innovation-oriented firms gradually adjust their disclosure strategies in response to evolving policy expectations. These findings highlight green innovation as a key internal resource that enables firms to strategically adapt to climate policy risks. This study contributes to the literature on climate risk management and corporate sustainability by providing empirical evidence on how dynamic capabilities shape disclosure outcomes and risk management strategies under changing regulatory conditions.
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spelling doaj-art-bf60f3f958a44ef492e372de2fe9cf672025-08-20T02:33:58ZengMDPI AGRisks2227-90912025-05-011359210.3390/risks13050092Responding to Climate Policy Risk Through the Dynamic Role of Green Innovation: Evidence from Carbon Information Disclosure in Emerging MarketsRunyu Liu0Mara Ridhuan Che Abdul Rahman1Ainul Huda Jamil2Graduate School of Business, Universiti Kebangsaan Malaysia, Bangi 43600, MalaysiaGraduate School of Business, Universiti Kebangsaan Malaysia, Bangi 43600, MalaysiaGraduate School of Business, Universiti Kebangsaan Malaysia, Bangi 43600, MalaysiaThis study investigates how firms in emerging markets respond to climate policy risk, with a particular focus on the dynamic role of green innovation in shaping carbon information disclosure. Using a difference-in-differences (DID) framework, we examine the impact of China’s 2018 carbon reporting policy, which represents an institutionally significant but non-mandatory regulatory intervention, on the disclosure behaviors of A-share listed firms from 2013 to 2022. The results show that the policy significantly increased firms’ attention to carbon information disclosure, especially among those with limited green innovation capacity. In contrast, firms with stronger innovation capabilities exhibited more stable disclosure practices, suggesting a buffering effect against regulatory uncertainty. Further analysis reveals that the moderating effect of green innovation changes over time, as innovation-oriented firms gradually adjust their disclosure strategies in response to evolving policy expectations. These findings highlight green innovation as a key internal resource that enables firms to strategically adapt to climate policy risks. This study contributes to the literature on climate risk management and corporate sustainability by providing empirical evidence on how dynamic capabilities shape disclosure outcomes and risk management strategies under changing regulatory conditions.https://www.mdpi.com/2227-9091/13/5/92climate policy riskregulatory uncertaintycarbon information disclosuregreen innovationdifference-in-differences (DID)emerging markets
spellingShingle Runyu Liu
Mara Ridhuan Che Abdul Rahman
Ainul Huda Jamil
Responding to Climate Policy Risk Through the Dynamic Role of Green Innovation: Evidence from Carbon Information Disclosure in Emerging Markets
Risks
climate policy risk
regulatory uncertainty
carbon information disclosure
green innovation
difference-in-differences (DID)
emerging markets
title Responding to Climate Policy Risk Through the Dynamic Role of Green Innovation: Evidence from Carbon Information Disclosure in Emerging Markets
title_full Responding to Climate Policy Risk Through the Dynamic Role of Green Innovation: Evidence from Carbon Information Disclosure in Emerging Markets
title_fullStr Responding to Climate Policy Risk Through the Dynamic Role of Green Innovation: Evidence from Carbon Information Disclosure in Emerging Markets
title_full_unstemmed Responding to Climate Policy Risk Through the Dynamic Role of Green Innovation: Evidence from Carbon Information Disclosure in Emerging Markets
title_short Responding to Climate Policy Risk Through the Dynamic Role of Green Innovation: Evidence from Carbon Information Disclosure in Emerging Markets
title_sort responding to climate policy risk through the dynamic role of green innovation evidence from carbon information disclosure in emerging markets
topic climate policy risk
regulatory uncertainty
carbon information disclosure
green innovation
difference-in-differences (DID)
emerging markets
url https://www.mdpi.com/2227-9091/13/5/92
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AT ainulhudajamil respondingtoclimatepolicyriskthroughthedynamicroleofgreeninnovationevidencefromcarboninformationdisclosureinemergingmarkets