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Given an $N$-dimensional sample of size $T$ and form a sample correlation matrix $\mathbf{C}$. Suppose that $N$ and $T$ tend to infinity with $T/N $ converging to a fixed finite constant $Q>0$. If the population is a factor model, then the…

Statistics Theory · Mathematics 2023-03-09 Yohji Akama

Detailed study of the financial empirical correlation matrix of the 30 companies comprised by DAX within the period of the last 11 years, using the time-window of 30 trading days, is presented. This allows to clearly identify a nontrivial…

Statistical Mechanics · Physics 2009-10-31 S. Drozdz , F. Gruemmer , F. Ruf , J. Speth

The interactive effect is significant in the Chinese stock market, exacerbating the abnormal market volatilities and risk contagion. Based on daily stock returns in the Shanghai Stock Exchange (SSE) A-shares, this paper divides the period…

Econometrics · Economics 2024-04-04 Muzi Chen , Yuhang Wang , Boyao Wu , Difang Huang

We analyse the temporal changes in the cross correlations of returns on the New York Stock Exchange. We show that lead-lag relationships between daily returns of stocks vanished in less than twenty years. We have found that even for high…

Physics and Society · Physics 2009-01-11 Bence Toth , Janos Kertesz

The cross correlation matrix between equities comprises multiple interactions between traders with varying strategies and time horizons. In this paper, we use the Maximum Overlap Discrete Wavelet Transform to calculate correlation matrices…

Statistical Finance · Quantitative Finance 2010-01-05 Thomas Conlon , Heather J. Ruskin , Martin Crane

We review some methods recently used in the literature to detect the existence of a certain degree of common behavior of stock returns belonging to the same economic sector. Specifically, we discuss methods based on random matrix theory and…

Physics and Society · Physics 2021-08-25 C. Coronnello , M. Tumminello , F. Lillo , S. Micciche` , R. N. Mantegna

In this paper we have analyzed scaling properties of time series of stock market indices (SMIs) of developing economies of Western Balkans, and have compared the results we have obtained with the results from more developed economies. We…

Statistical Finance · Quantitative Finance 2015-07-14 Darko Sarvan , Djordje Stratimirovic , Suzana Blesic , Vladimir Miljkovic

We construct a price impact model between stocks in a correlated market. For the price change of a given stock induced by the short-run liquidity of this stock itself and of the information about other stocks, we introduce a self- and a…

Trading and Market Microstructure · Quantitative Finance 2019-04-23 Shanshan Wang , Thomas Guhr

In order to pursue the issue of the relation between the financial cross-correlations and the conventional Random Matrix Theory we analyse several characteristics of the stock market correlation matrices like the distribution of…

Statistical Finance · Quantitative Finance 2008-12-02 S. Drozdz , J. Kwapien , P. Oswiecimka

We study how to assess the potential benefit of diversifying an equity portfolio by investing within and across equity sectors. We analyse 20 years of US stock price data, which includes the global financial crisis (GFC) and the COVID-19…

Portfolio Management · Quantitative Finance 2022-06-22 Nick James , Max Menzies , Georg A. Gottwald

We propose a novel two-stage framework to detect lead-lag relationships in the Chinese A-share market. First, long-term coupling between stocks is measured via daily data using correlation, dynamic time warping, and rank-based metrics.…

Computational Finance · Quantitative Finance 2025-06-25 Jianyong Fang , Sitong Wu , Junfan Tong

We use principle component analysis (PCA) of cross correlations in European government bonds and European stocks to investigate the systemic risk contained in the European economy. We tackle the task to visualize the evolution of risk,…

Statistical Finance · Quantitative Finance 2015-07-09 Jan Jurczyk , Alexander Eckrot

The subject of the present article is the study of correlations between large insurance companies and their contribution to systemic risk in the insurance sector. Our main goal is to analyze the conditional structure of the correlation on…

General Economics · Economics 2019-05-10 Anna Denkowska , Stanisław Wanat

We consider an equity-linked contract whose payoff depends on the lifetime of policy holder and the stock price. We assume the limited capital for hedging and we provide with the best strategy for an insurance company in the meaning of so…

Risk Management · Quantitative Finance 2014-05-06 Klusik Przemyslaw

Firms having similar business activities are correlated. We analyze two different cross-correlation matrices C constructed from (i) 30-min price fluctuations of 1000 US stocks for the 2-year period 1994-95 and (ii) 1-day price fluctuations…

Statistical Mechanics · Physics 2008-12-02 Parameswaran Gopikrishnan , Bernd Rosenow , Vasiliki Plerou , H. Eugene Stanley

Financial markets are highly correlated systems that reveal both the inter-market dependencies and the correlations among their different components. Standard analyzing techniques include correlation coefficients for pairs of signals and…

Physics and Society · Physics 2008-12-02 J. Kwapien , S. Drozdz , A. Z. Gorski , P. Oswiecimka

We compare correlations and coherent structures in nuclei and financial markets. In the nuclear physics part we review giant resonances which can be interpreted as a coherent structure embedded in chaos. With similar methods we investigate…

Statistical Finance · Quantitative Finance 2015-05-14 J. Speth , S. Drozdz , F. Gruemmer

We show that the last few components in principal component analysis of the correlation matrix of a group of stocks may contain useful financial information by identifying highly correlated pairs or larger groups of stocks. The results of…

Portfolio Management · Quantitative Finance 2015-12-14 Libin Yang , William Rea , and Alethea Rea

We propose a methodological framework to study the dynamics of inter-regional investment flow in Europe from a Complex Networks perspective, an approach with recent proven success in many fields including economics. In this work we study…

Physics and Society · Physics 2009-10-21 Stefano Battiston , João F. Rodrigues , Hamza Zeytinoglu

We propose a route for the evaluation of risk based on a transformation of the covariance matrix. The approach uses a `potential' or `objective' function. This allows us to rescale data from different assets (or sources) such that each data…

Data Analysis, Statistics and Probability · Physics 2009-11-13 Krzysztof Urbanowicz , Peter Richmond , Janusz A. Holyst