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Precious metals, cereal, oil and stock market linkages and portfolio risk management: Evidence from Saudi Arabia
Journal article   Peer reviewed

Precious metals, cereal, oil and stock market linkages and portfolio risk management: Evidence from Saudi Arabia

Walid Mensi, Shawkat Hammoudeh and Sang Hoon Kang
Economic modelling, v 51(51), pp 340-358
Dec 2015

Abstract

Commodity markets Downside risk Dynamic correlations Risk reduction effectiveness Saudi Arabia
This paper examines the time-varying linkages of a major oil-based frontier stock market with major commodity futures markets including WTI oil, gold, silver, wheat, corn and rice, and draws implications for portfolio risk management. For this purpose, we consider the bivariate DCC–FIAPARCH model with and without structural breaks. Our empirical results reveal evidence of asymmetry and long memory in the conditional volatility and insignificant dynamic conditional correlations between the considered commodity and Saudi stock markets except for the silver–Tadawul pair. Moreover, we assess the implications for mixed commodity–stock portfolios and find strong evidence of diversification benefits, hedging effectiveness and downside risk reductions. This result underscores the usefulness of including commodities in a traditional portfolio of risk management for investors in the Saudi market. These findings are also useful for both portfolio risk managers and designers of policies aimed at using commodities to preserve or stabilize oil exporters' purchasing power. •We study the dynamic linkages between strategic commodity futures and Saudi stock market.•We evaluate risk hedging and downside risks for different commodity–stock portfolios.•The bivariate DCC–FIAPARCH models with and without structural breaks are used.•Evidence shows insignificant DCCs between most of the commodity and Saudi markets.•The presence of commodities in portfolios based on the Saudi market is useful for investors.

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Web of Science research areas
Economics
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