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  • All HBS Web  (1,389)
    • News  (187)
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    • Multimedia  (2)
  • Faculty Publications  (635)
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  • May 2008
  • Article

Excess Comovement of Stock Returns: Evidence from Cross-sectional Variation in Nikkei 225 Weights

By: Robin Greenwood
In the presence of limits to arbitrage, cross-sectional variation in periodic investor demand should be related to the degree of comovement of returns. I exploit the unusual weighting system of the Nikkei 225 index in Japan to identify cross-sectional variation in... View Details
Keywords: Stocks; Investment; Investment Return; Market Transactions; Weight; Performance Expectations; Behavior; Japan
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Greenwood, Robin. "Excess Comovement of Stock Returns: Evidence from Cross-sectional Variation in Nikkei 225 Weights." Review of Financial Studies 21, no. 3 (May 2008): 1153–1186.
  • 23 Mar 2015
  • Research & Ideas

It’s Called ‘Price Coherence,’ and It’s Surprisingly Bad for Consumers

intermediaries for every intermediated transaction with a buyer, and they must cover those fees by raising prices for consumers." Online travel websites charge the airlines around $3 per flight segment, for example—or a total of $12 for a... View Details
Keywords: by Carmen Nobel; Retail; Air Transportation; Food & Beverage; Entertainment & Recreation
  • 17 Mar 2021
  • Research & Ideas

Beyond Pajamas: Sizing Up the Pandemic Shopper

industry, which reached global sales of $1.9 trillion in 2019. Even before the pandemic, roughly 28 percent of global apparel transactions were happening online. At the same time, many brands had closed their physical stores in the... View Details
Keywords: by Ayelet Israeli, Eva Ascarza, and Laura Castrillo; Retail
  • January 2018 (Revised February 2018)
  • Technical Note

Making Markets

By: Thomas R. Eisenmann and Scott Duke Kominers
Explains how to identify and capitalize on marketplace design opportunities. Defines markets and marketplaces and describes the basic functions of each. Discusses attributes (e.g., heterogeneity of participants' preferences and asymmetry in available information) that... View Details
Keywords: Marketplaces; Two-Sided Markets; Entrepreneurship; Market Design; Digital Platforms; Marketplace Matching; Market Participation; Market Transactions; Market Entry and Exit; Digital Platforms; Auctions
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Eisenmann, Thomas R., and Scott Duke Kominers. "Making Markets." Harvard Business School Technical Note 818-096, January 2018. (Revised February 2018.)
  • October 2009
  • Supplement

Merger of Equals: The Integration of Mellon Financial and The Bank of New York (C)

By: Ryan D. Taliaferro, Clayton S. Rose and David Lane
[Continuation of "A" and "B" cases.] Less than a month after the close of the merger between The Bank of New York and Mellon Financial, managers at the two firms realized that plans for combining their asset servicing businesses – and realizing the $180 million of... View Details
Keywords: Mergers and Acquisitions; Horizontal Integration; Financial Institutions; Business Processes; Risk Management; Strategy; Market Transactions; Assets; System; Saving; Banking Industry; New York (state, US)
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Taliaferro, Ryan D., Clayton S. Rose, and David Lane. "Merger of Equals: The Integration of Mellon Financial and The Bank of New York (C)." Harvard Business School Supplement 210-028, October 2009.
  • 04 Aug 2014
  • Op-Ed

Why Small-Business Lending Is Not Recovering

Structural barriers also appear to be impeding bank lending to small businesses, including consolidation within the banking industry, high search costs, and higher transaction costs associated with small business lending. A decades-long... View Details
Keywords: by Karen Mills; Banking; Financial Services
  • 16 Oct 2018
  • First Look

New Research and Ideas, October 16, 2018

strong complementarity, but it can arise for other reasons as well. Transaction cost economics and property rights theory advise that strong complements should be placed under unified governance, for example, through common ownership.... View Details
Keywords: Dina Gerdeman
  • 28 Sep 2015
  • Research & Ideas

Six Lessons from Mobile Money Ventures in Developing Countries

holding onto their money physically rather than electronically. And pervasive stories of scam operators who absconded with customers’ money don’t help. Operators should consider building trust however they can into their technology, for example by showing that View Details
Keywords: by Dina Gerdeman; Financial Services; Telecommunications
  • 10 Jul 2000
  • Research & Ideas

IT Links for Boundaryless Companies

buyers and sellers. Often, they're people who would not have met if not for the Internet. The advantages of this are you can reduce transaction costs if you're buying and selling, particularly if you're buying." This is where the... View Details
Keywords: by Kenneth Liss
  • February 1995 (Revised August 1995)
  • Case

Microsoft in the People's Republic of China, 1993

By: Tarun Khanna
Explores some of the economic and political tradeoffs that need to be negotiated by a firm seeking to influence industry structure. The setting is the nascent personal computer software industry in the People's Republic of China (PRC) in 1993. Microsoft has to localize... View Details
Keywords: Cost vs Benefits; Product Marketing; Market Entry and Exit; Market Transactions; Industry Structures; Partners and Partnerships; Vertical Integration; Software; Information Technology Industry; China
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Khanna, Tarun. "Microsoft in the People's Republic of China, 1993." Harvard Business School Case 795-115, February 1995. (Revised August 1995.)
  • 24 Mar 2002
  • Research & Ideas

Are Assets Only for America’s Wealthy?

insurance, CDs, and transaction accounts for the poorest families are difficult to build and scale to the many millions of families who live below the poverty line. Let's use the dot.com dividend to solve this problem.— Peter Tufano... View Details
Keywords: by Carla Tishler
  • 2010
  • Working Paper

Decoding Inside Information

By: Lauren Cohen, Christopher Malloy and Lukasz Pomorski
Using a simple empirical strategy, we decode the information in insider trades. Exploiting the fact that insiders trade for a variety of reasons, we show that there is predictable, identifiable "routine" insider trading that is not informative for the future of firms.... View Details
Keywords: Forecasting and Prediction; Stocks; Financial Markets; Investment; Investment Return; Investment Portfolio; Market Transactions
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Cohen, Lauren, Christopher Malloy, and Lukasz Pomorski. "Decoding Inside Information." NBER Working Paper Series, No. 16454, October 2010. (Winner of Institute for Quantitative Investment Research (INQUIRE) Grant presented by Institute for Quantitative Investment Research. Winner of Chicago Quantitative Alliance Academic Paper Competition. First Prize presented by Chicago Quantitative Alliance.)
  • 10 May 2004
  • Research & Ideas

Rethink the Value of Joint Ventures

appear to be both more fragile and less rewarding. Q: What did you observe on the evolution of financial and ownership arrangements of transnational corporations in recent years? A: The quest for control of their subsidiaries reflects the increasing importance of... View Details
Keywords: by Cynthia Churchwell
  • 16 Sep 2014
  • First Look

First Look: September 16

buyout transactions. Co-investments underperform the corresponding funds with which they co-invest, due to an apparent adverse selection of transactions available to these investors, while solo transactions... View Details
Keywords: Sean Silverthorne
  • 07 Apr 2003
  • What Do You Think?

Should Global Business Initiatives Be Devalued?

what some perceive to be a narrowing between the rewards and risks of such ventures? Whether because of reduced market expectations or increased transactional costs resulting from deteriorating international relations, tighter regulation... View Details
Keywords: by James Heskett
  • 29 Apr 2019
  • Research & Ideas

Is the Digital Age Making Us Petty?

clock, for example–can signal trust and a desire to develop a lasting connection. “We suggest that deliberating over trivial matters when deciding how much to expend can signal a partner’s intention to give precisely no more and no less than is necessary, making that... View Details
Keywords: by Kristen Senz
  • Article

Businessmen and Land Ownership in the Late Nineteenth Century

By: Tom Nicholas
This article analyses the proportions of personal to real estate wealth for a group of 295 businessmen profiled in the Dictionary of business biography. It shows that businessmen who owned land on a large scale in the late nineteenth century were a comparatively small... View Details
Keywords: Ownership; Personal Finance; Property; Biography; History; Acquisition; Wealth; Power and Influence; Status and Position; Integration; Transformation; Market Transactions
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Nicholas, Tom. "Businessmen and Land Ownership in the Late Nineteenth Century." Economic History Review 52, no. 1 (February 1999): 27–44.
  • September 2010
  • Supplement

Compass Maritime Services, LLC: Valuing Ships (CW)

By: Benjamin C. Esty and Albert W. Sheen
Tom Roberts, a founding partner of Compass Maritime Services, a New Jersey-based shipping research and consulting firm, has been asked by a new potential customer in May 2008 for advice on purchasing a capesize bulk carrier. After identifying a suitable ship with his... View Details
Keywords: Acquisition; Decisions; Microeconomics; Finance; Price; Management Analysis, Tools, and Techniques; Market Transactions; Partners and Partnerships; Mathematical Methods; Valuation; Consulting Industry; New Jersey
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Esty, Benjamin C., and Albert W. Sheen. "Compass Maritime Services, LLC: Valuing Ships (CW)." Harvard Business School Spreadsheet Supplement 211-702, September 2010.
  • 21 Aug 2012
  • First Look

First Look: August 21

Srinivasan, and Ian CornellHarvard Business School Case 113-002 The case introduces students to the subprime mortgage industry and helps to understand the business model and how economics transactions of subprime mortgage originators is... View Details
Keywords: Sean Silverthorne
  • 08 Nov 2011
  • First Look

First Look: Nov. 8

J. Davis, John Haltiwanger, Ron Jarmin, Josh Lerner, and Javier Miranda Abstract Private equity critics claim that leveraged buyouts bring huge job losses. To investigate this claim, we construct and analyze a new dataset that covers U.S. private equity View Details
Keywords: Sean Silverthorne
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