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Dynamic dependence of the global Islamic equity index with global conventional equity market indices and risk factors
Journal article   Peer reviewed

Dynamic dependence of the global Islamic equity index with global conventional equity market indices and risk factors

Shawkat Hammoudeh, Walid Mensi, Juan Carlos Reboredo and Duc Khuong Nguyen
Pacific-Basin finance journal, v 30, pp 189-206
01 Nov 2014

Abstract

Business & Economics Business, Finance Social Sciences
Past studies have shown considerable differences between equity markets in conventional and Islamic financial systems, in terms of financial products and principles. Using a copula approach, this study shows that the global Islamic equity market index (represented by the Dow Jones Islamic Market Index) exhibits significant dependence with three major global conventional equity indices (Asia, Europe, and United States) and the global factors (oil prices, stock market implied volatility (VIX), the U.S. 10-year Treasury bond interest rate, and the 10-year European Monetary Union government bond index) which are common to the world financial system and pertinent to contagion risks in the case of financial crises, Moreover, this dependence varies over time for all cases except the S&P 500 index and is also asymmetric between bear and bull markets in some cases. Our findings thus suggest that the Sharia-compliance rules are not restrictive enough to make the global Islamic equity market index very different from the conventional indices. In addition, the decoupling hypothesis of the Islamic equity universe from the conventional financial system is not well supported by our empirical evidence. (C) 2014 Elsevier B.V. All rights reserved.

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Web of Science research areas
Business, Finance
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