Avaliação dos determinantes macroeconômicos da inadimplência bancária no Brasil

This dissertation investigates the relationship between the delinquency rate on Brazilian banks loans and macroeconomic factors for the period 2000 to 2007 using a VAR (Vector Autoregression) model. Loans were divided into State-owned and private financial institutions in order to assess the effect...

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Detalles Bibliográficos
Autor: Fernando de Menezes Linardi
Tipo de recurso: tesis de maestría
Estado:Versión publicada
Fecha de publicación:2008
País:Brasil
Institución:Universidade Federal de Minas Gerais (UFMG)
Repositorio:Repositório Institucional da UFMG
Idioma:portugués
OAI Identifier:oai:repositorio.ufmg.br:1843/AMSA-7FNJU7
Acceso en línea:http://hdl.handle.net/1843/AMSA-7FNJU7
Access Level:acceso abierto
Palabra clave:autoregressão vetorial
taxa de inadimplência
Risco de crédito
simulações de Monte Carlo
Método de Monte Carlo
Inadimplência (Finanças) Modelos matemáticos
Bancos Brasil
Risco (Economia)
Descripción
Sumario:This dissertation investigates the relationship between the delinquency rate on Brazilian banks loans and macroeconomic factors for the period 2000 to 2007 using a VAR (Vector Autoregression) model. Loans were divided into State-owned and private financial institutions in order to assess the effect of macroeconomic shocks on the delinquency rate of these institutions. The results show that the delinquency rate of financial institutions is particularly sensitive to shocks on output gap, variation of the index of average income of workers and nominal interest rate. The estimated model produced good out of sample forecasts of delinquency rate and the results indicate that they are not worse than the forecasts of two competing models. The VAR model also allowed us to estimate the correlations of macro variables and to compute the probability that the delinquency rate exceeds a given threshold deemed risky through Monte Carlo simulations. This procedure may be used as an additional tool of credit risk management by the Central Bank and financial institutions.