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Gadjah Mada International Journal of BusinessGadjah Mada International Journal of Business

The study was organized into two major concerns: first, identifying the gains from international diversification in emerging stock markets from the Philippine and the Indonesian perspectives and determining which perspective yields the greater gains; and second, determining how many securities must be included to obtain an optimal investment portfolio from the Philippine and Indonesia perspectives. The empirical results indicate that there are gains from international diversification, both from the Philippine and Indonesian perspectives, in two to eight emerging stock markets. Generally the gains are greater from the Indonesian perspective than the Philippine perspective in all country combinations. Further, this study found that the number of stocks needed to form an optimum domestic investment portfolio was bigger for the Indonesian investors perspective (at 15 stocks) than for the Filipino investor (14).

The study reveals that there are gains from international diversification from both the Philippine and Indonesian perspectives.Generally, the gains are greater from the Indonesian perspective than the Philippine perspective.The number of stocks needed to form an optimum domestic investment portfolio is 15 for Indonesian investors and 14 for Filipino investors.These findings highlight the benefits of portfolio diversification in emerging stock markets.

Berdasarkan temuan penelitian ini, beberapa saran untuk penelitian lanjutan dapat diajukan. Pertama, penelitian lebih lanjut dapat dilakukan untuk menguji dampak dari strategi lindung nilai (hedging) terhadap keuntungan diversifikasi internasional, dengan mempertimbangkan berbagai instrumen lindung nilai dan biaya yang terkait. Kedua, studi komparatif dapat dilakukan dengan melibatkan lebih banyak negara berkembang lainnya, untuk mengidentifikasi pola dan faktor-faktor yang mempengaruhi keuntungan diversifikasi internasional di berbagai wilayah. Ketiga, penelitian dapat diperluas dengan memasukkan variabel makroekonomi seperti inflasi, suku bunga, dan pertumbuhan ekonomi, untuk menganalisis bagaimana kondisi ekonomi global dan domestik mempengaruhi efektivitas diversifikasi portofolio di pasar saham Indonesia dan Filipina. Penelitian ini akan memberikan wawasan yang lebih mendalam bagi investor dan pengelola portofolio dalam mengambil keputusan investasi yang optimal di pasar saham yang dinamis.

  1. #emerging markets#emerging markets
File size120.43 KB
Pages23
DMCAReportReport

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