It takes two to tango: A regime-switching analysis of the correlation dynamics between the mainland Chinese and Hong Kong stock markets

Document Type

Journal Article

Publication Title

Scottish Journal of Political Economy

Publisher

Wiley

School

School of Business and Law

RAS ID

21689

Comments

Ho, K. Y., Shi, Y., & Zhang, Z. (2016). It takes two to tango: A regime‐switching analysis of the correlation dynamics between the mainland Chinese and Hong Kong stock markets. Scottish Journal of Political Economy, 63(1), 41-65.

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Abstract

This paper proposes a regime-switching model to examine the correlation dynamics of the mainland Chinese and Hong Kong stock markets with high-frequency A-, B-, H-shares and Red Chip indexes. We find significant evidence of volatility persistence and asymmetries in these markets. Our model further suggests all correlations are significantly time-varying with various patterns and co-persistence in both low- and high-correlation states. Our findings have important implications for both policymakers and investors, such as understanding the extent and nature of integration between the mainland Chinese and Hong Kong stock markets over time and developing dynamic strategies for optimal hedging and portfolio management.

DOI

10.1111/sjpe.12110

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