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Price discovery and regime shift behavior in the relationship between sharia stocks and sukuk: A two-state Markov switching analysis
Journal article   Peer reviewed

Price discovery and regime shift behavior in the relationship between sharia stocks and sukuk: A two-state Markov switching analysis

Chaker Aloui, Shawkat Hammoudeh and Hela Ben Hamida
Pacific-Basin finance journal, v 34
Sep 2015

Abstract

Price discovery Regime switching Sharia stocks Sukuk Time varying transition probabilities
The main purpose of this study is to analyze the interactive linkages between the sharia stocks and sukuk (Islamic bonds) in the Gulf Cooperation Countries (GCC), using the bivariate two-state Markov switching regime EGARCH of Henry (2009). The results support the presence of two different regimes in both the conditional mean and the conditional variance of those sharia stock and sukuk returns. The first regime corresponds to a high mean–low variance regime and the second is characterized by a low mean–high variance. Furthermore, our results point out that the linkages between the sharia stocks and sukuk GCC markets are also regime-dependent and the sharia stock market volatility reacts asymmetrically to events in the sukuk markets. Additionally, we provide to the literature new evidence which asserts that changes in the GCC sukuk price index have a significant impact on the probability of transmission across regimes. Our findings have several economic and managerial implications for Islamic portfolio managers, Islamic hedge funds, stock market regulators, and policy makers. •We examine interactive linkages between sharia stocks and sukuk (Islamic bonds) in GCC countries.•The methodology is the bivariate two-state Markov switching regime EGARCH.•Results support the presence of two different regimes in conditional mean and conditional variance.•The sharia stock market volatility reacts asymmetrically to events in the sukuk markets.•Changes in the GCC sukuk have a significant impact on probability of transmission across regimes.

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37 citations in Scopus

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