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Estimating the Correlation of International Equity Markets with Multivariate Extreme and Garch models

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Author Info
Bekiros, S. () (Universiteit van Amsterdam)
Georgoutsos, D.

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Abstract

In this paper we study the dependence structure of extreme realization of returns between seven Southeast Asian stock markets and the U.S. Methodologically we apply the Multivariate Extreme Value theory that best suits to the problem under investigation. The main advantage of this approach is that it generates dependence measures even if the multivariate Gaussian distribution does not apply, as the case is for the tails of the high frequency stock index returns distributions. The empirical evidence suggests that Constant and Dynamic Conditional Correlation GARCH(1,1) models produce estimates of the correlation coefficient with a similar ranking to the ones produced from the Multivariate Extreme Value theory. This evidence is substantiated from a formal clustering analysis. The policy implication of our study is that the benefits from portfolio diversification with assets from the Southeast Asian stock markets are not eroded during crisis periods.

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Paper provided by Universiteit van Amsterdam, Center for Nonlinear Dynamics in Economics and Finance in its series CeNDEF Working Papers with number 06-17.

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Date of creation: 2006
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Handle: RePEc:ams:ndfwpp:06-17

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  1. de Vries, Casper G & Hartmann, Philipp & Straetmans, Stefan, 2001. "Asset Market Linkages in Crisis Periods," CEPR Discussion Papers 2916, C.E.P.R. Discussion Papers. [Downloadable!] (restricted)
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  2. P. Hartmann & S. Straetmans & C.G. de Vries, 2001. "Asset Market Linkages in Crisis Periods," Tinbergen Institute Discussion Papers 01-071/2, Tinbergen Institute. [Downloadable!]
  3. Vries, Caspar de & Danielsson, Jon, 1996. "Tail Index and Quantile Estimation with Very High Frequency Data," CESifo Working Paper Series CESifo Working Paper No. , CESifo Group Munich.
  4. Starica, Catalin, 1999. "Multivariate extremes for models with constant conditional correlations," Journal of Empirical Finance, Elsevier, vol. 6(5), pages 515-553, December. [Downloadable!] (restricted)
  5. Bracker, Kevin & Koch, Paul D., 1999. "Economic determinants of the correlation structure across international equity markets," Journal of Economics and Business, Elsevier, vol. 51(6), pages 443-471. [Downloadable!] (restricted)
  6. Ser-Huang Poon, 2004. "Extreme Value Dependence in Financial Markets: Diagnostics, Models, and Financial Implications," Review of Financial Studies, Oxford University Press for Society for Financial Studies, vol. 17(2), pages 581-610. [Downloadable!] (restricted)
  7. Karolyi, G Andrew & Stulz, Rene M, 1996. " Why Do Markets Move Together? An Investigation of U.S.-Japan Stock Return Comovements," Journal of Finance, American Finance Association, vol. 51(3), pages 951-86, July. [Downloadable!] (restricted)
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  8. Andrew Ang & Geert Bekaert, 2002. "International Asset Allocation With Regime Shifts," Review of Financial Studies, Oxford University Press for Society for Financial Studies, vol. 15(4), pages 1137-1187.
  9. Kristin Forbes & Roberto Rigobon, 1999. "No Contagion, Only Interdependence: Measuring Stock Market Co-movements," NBER Working Papers 7267, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
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  10. François Longin, 2001. "Extreme Correlation of International Equity Markets," Journal of Finance, American Finance Association, vol. 56(2), pages 649-676, 04. [Downloadable!] (restricted)
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