Quant BuffetRelax, Not Over Thinking

Anchoring Bias Factor in Chinese Stocks

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Academic paper

Strategy in a nutshell

Trade Chinese A-shares (SHSE & SZSE) based on anchoring bias (AB). Sort stocks monthly by AB deciles; go long the lowest AB portfolio and short the highest AB portfolio. Portfolios are value-weighted and rebalanced monthly.

Economic rationale

Market-wide anchoring bias predicts cross-sectional returns. Time-varying anchoring effects can serve as a systematic factor, offering a robust signal for one-month-ahead stock returns and guiding future international research.

Backtest performance

Annualised return13.89%
Volatility17.37%
Sharpe ratio0.8