How Political Connections and Financial Constraints Affect Total Asset Growth Anomaly Before and During the Covid-19 Pandemic?

Our research addresses the gap in investigating how political connections and financial constraints affect asset growth anomalies before and during the Covid-19 pandemic. Our sample includes listed non-financial firms in the Vietnam stock market from 2008 to December 2020. We employ Fama and MacBeth...

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Main Authors: Khoa Dang Duong, Trang Ngoc Doan Tran, Han Gia Dang, Ai Ngoc Nhan Le
Format: Article
Language:English
Published: SAGE Publishing 2024-11-01
Series:SAGE Open
Online Access:https://doi.org/10.1177/21582440241300893
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author Khoa Dang Duong
Trang Ngoc Doan Tran
Han Gia Dang
Ai Ngoc Nhan Le
author_facet Khoa Dang Duong
Trang Ngoc Doan Tran
Han Gia Dang
Ai Ngoc Nhan Le
author_sort Khoa Dang Duong
collection DOAJ
description Our research addresses the gap in investigating how political connections and financial constraints affect asset growth anomalies before and during the Covid-19 pandemic. Our sample includes listed non-financial firms in the Vietnam stock market from 2008 to December 2020. We employ Fama and MacBeth regressions and portfolio sorting methodology to analyze a sample with 34,441 monthly observations, including 478 firms. Our findings indicate a negative relationship between asset growth and subsequent stock returns in all periods. While the asset growth anomaly existed in the Vietnam stock market before the pandemic, it disappeared during the pandemic. The average raw return difference between stocks in the highest and lowest asset growth terciles was −0.26% per month before the pandemic. Our robustness tests show that asset growth anomaly exists in firms with political connections during the pandemic. In addition, the asset growth anomaly only persists in larger firms before the pandemic. Our findings support agency and pecking order theory, behavior, and rational explanations. Finally, this study contributes practical implications for managers and individual investors to prevent adverse impacts of asset growth anomalies.
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issn 2158-2440
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publisher SAGE Publishing
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spelling doaj-art-d4189ce31a67485bad16a73502c9d2f22025-08-20T02:07:13ZengSAGE PublishingSAGE Open2158-24402024-11-011410.1177/21582440241300893How Political Connections and Financial Constraints Affect Total Asset Growth Anomaly Before and During the Covid-19 Pandemic?Khoa Dang Duong0Trang Ngoc Doan Tran1Han Gia Dang2Ai Ngoc Nhan Le3Faculty of Finance and Banking, Ton Duc Thang University, Ho Chi Minh City, VietnamFaculty of Finance and Banking, Ton Duc Thang University, Ho Chi Minh City, VietnamFaculty of Finance and Banking, Ton Duc Thang University, Ho Chi Minh City, VietnamFaculty of Finance and Banking, Van Lang University, Ho Chi Minh City, VietnamOur research addresses the gap in investigating how political connections and financial constraints affect asset growth anomalies before and during the Covid-19 pandemic. Our sample includes listed non-financial firms in the Vietnam stock market from 2008 to December 2020. We employ Fama and MacBeth regressions and portfolio sorting methodology to analyze a sample with 34,441 monthly observations, including 478 firms. Our findings indicate a negative relationship between asset growth and subsequent stock returns in all periods. While the asset growth anomaly existed in the Vietnam stock market before the pandemic, it disappeared during the pandemic. The average raw return difference between stocks in the highest and lowest asset growth terciles was −0.26% per month before the pandemic. Our robustness tests show that asset growth anomaly exists in firms with political connections during the pandemic. In addition, the asset growth anomaly only persists in larger firms before the pandemic. Our findings support agency and pecking order theory, behavior, and rational explanations. Finally, this study contributes practical implications for managers and individual investors to prevent adverse impacts of asset growth anomalies.https://doi.org/10.1177/21582440241300893
spellingShingle Khoa Dang Duong
Trang Ngoc Doan Tran
Han Gia Dang
Ai Ngoc Nhan Le
How Political Connections and Financial Constraints Affect Total Asset Growth Anomaly Before and During the Covid-19 Pandemic?
SAGE Open
title How Political Connections and Financial Constraints Affect Total Asset Growth Anomaly Before and During the Covid-19 Pandemic?
title_full How Political Connections and Financial Constraints Affect Total Asset Growth Anomaly Before and During the Covid-19 Pandemic?
title_fullStr How Political Connections and Financial Constraints Affect Total Asset Growth Anomaly Before and During the Covid-19 Pandemic?
title_full_unstemmed How Political Connections and Financial Constraints Affect Total Asset Growth Anomaly Before and During the Covid-19 Pandemic?
title_short How Political Connections and Financial Constraints Affect Total Asset Growth Anomaly Before and During the Covid-19 Pandemic?
title_sort how political connections and financial constraints affect total asset growth anomaly before and during the covid 19 pandemic
url https://doi.org/10.1177/21582440241300893
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