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Downside risk and portfolio diversification in the euro-zone equity markets with special consideration of the crisis period
Journal article   Peer reviewed

Downside risk and portfolio diversification in the euro-zone equity markets with special consideration of the crisis period

Tengdong Liu, Shawkat Hammoudeh and Paulo Araújo Santos
Journal of international money and finance, v 44, pp 47-68
Jun 2014

Abstract

Augmented portfolios Euro-zone equity markets Subperiods Value at risk
This study examines the Value-at-Risk for ten euro-zone equity markets individually and also divided into two groups: PIIGS (Portugal, Italy, Ireland, Greece and Spain) and the Core (Austria, Finland, France, Germany and the Netherlands), employing four VaR estimation and evaluation methods considered over the full period and the pre- and post-global crisis subperiods 1 and 2. The backtesting results are also evaluated according to the Basel capital requirements. The results demonstrate that the CEVT methods meet all the statistical criteria the best for most individual equity indices over the full period, but these results over the two subperiods for those two methods are mixed, compared to those the DPOT methods. Moreover, the two optimal group portfolios of the PIIGS and the Core as well as the grand portfolio that combines the ten indices do not show much diversification benefits. The PIIGS portfolio selects Spain's IBEX only, while that of the Core opts for Austria's ATX only in the full period and subperiod 1. However, Germany's DAX overwhelmingly dominates both the Core and the Grand portfolios in subperiod 2. •We examine Value-at-Risk for ten euro-zone equity markets into two groups.•CEVT methods meet all statistical criteria best for most indices over full period.•PIIGS portfolio selects Spain's IBEX only, while the Core opts for Austria's ATX.•Germany's DAX overwhelmingly dominates the Core and Grand portfolios in subperiod 2.

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Collaboration types
Domestic collaboration
International collaboration
Web of Science research areas
Business, Finance
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