Modeling comovement among emerging stock markets: the case of Budapest and Istanbul

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2011

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Ülkü, N.

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Finance a Uver - Czech Journal of Economics and Finance, 2011; 61(3):277-304

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A double world index model is proposed as an ideal way of characterizing the comovement among emerging stock markets, and applied to Budapest-Istanbul as an interesting case. An exclusive increase in the correlation between Budapest and Istanbul during the recent crisis period is documented. To decompose this correlation into information dynamics, a structural vector autoregression (SVAR) model is employed which controls for global indices that enter the system exogenously. Istanbul and Budapest contain incremental information for each other after controlling for global factors, in particular during and after the recent global crisis. Impulse response results suggest significant lagged responses, which imply predictability. Istanbul appears to respond to global information faster.

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Copyright 2011 Charles University in Prague

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