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Household credit and regulatory arbitrage: Evidence from online marketplace lending

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Abstract

We study the relationship between new intermediaries and regulatory arbitrage, analyzing marketplace credit around a tightening of mortgage loan-to-value (LTV) caps in several cities in China in 2013. Using novel data covering over 20% of Chinese marketplace credit as well as the universe of loans and loan applications at a leading online lending platform, we provide evidence consistent with home buyers borrowing online to bypass the tighter LTV cap. Our findings point to new, lightly regulated financial intermediaries as a driver of household leverage, suggesting that they can open nonnegligible regulatory arbitrage channels.
Original languageEnglish
Pages (from-to)5695-6415
JournalManagement Science
Volume69
Issue number10
DOIs
Publication statusPublished - Oct 2023

UN SDGs

This output contributes to the following UN Sustainable Development Goals (SDGs)

  1. SDG 10 - Reduced Inequalities
    SDG 10 Reduced Inequalities

Keywords

  • online marketplace credit
  • household leverage
  • macroprudential regulation
  • loan-to-value caps
  • Chinese financial system

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