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We analyze the daily stock data of the Nasdaq Composite index in the 22-year period 1992-2013 and identify market states as clusters of correlation matrices with similar correlation structures. We investigate the stability of the…

Statistical Finance · Quantitative Finance 2015-06-22 Desislava Chetalova , Rudi Schäfer , Thomas Guhr

From the stock markets of six countries with high GDP, we study the stock indices, S&P 500 (NYSE, USA), SSE Composite (SSE, China), Nikkei (TSE, Japan), DAX (FSE, Germany), FTSE 100 (LSE, Britain) and NIFTY (NSE, India). The daily mean…

General Finance · Quantitative Finance 2020-12-25 Abhin Kakkad , Harsh Vasoya , Arnab K. Ray

Correlation matrices inferred from stock return time series contain information on the behaviour of the market, especially on clusters of highly correlating stocks. Here we study a subset of New York Stock Exchange (NYSE) traded stocks and…

Physics and Society · Physics 2009-11-13 Tapio Heimo , Jari Saramaki , Jukka-Pekka Onnela , Kimmo Kaski

The paper predicts an Efficient Market Property for the equity market, where stocks, when denominated in units of the growth optimal portfolio (GP), have zero instantaneous expected returns. Well-diversified equity portfolios are shown to…

Portfolio Management · Quantitative Finance 2017-06-22 Eckhard Platen , Renata Rendek

One of the most important features of capital markets as an adaptive complex networks is their collective behavior. In this paper, we have analyzed the banking sectors of 4 world stock markets,which composed of emerging and matures ones. By…

Physics and Society · Physics 2020-11-05 Hanie. Vahabi , Ali Namaki , Reza Raei

In this paper, we develop a local rank correlation measure which quantifies the performance of dimension reduction methods. The local rank correlation is easily interpretable, and robust against the extreme skewness of nearest neighbor…

Methodology · Statistics 2017-11-17 Jiaxi Liang , Shojaeddin Chenouri , Christopher G. Small

We study the ex-ante minimization of market inefficiency, defined in terms of minimum deviation of market prices from fundamental values, from a centralized planner's perspective. Prices are pressured from exogenous trading actions of…

Risk Management · Quantitative Finance 2021-05-13 Kerstin Awiszus , Agostino Capponi , Stefan Weber

We quantify the amount of information filtered by different hierarchical clustering methods on correlations between stock returns comparing it with the underlying industrial activity structure. Specifically, we apply, for the first time to…

Statistical Finance · Quantitative Finance 2023-07-19 Nicolo Musmeci , Tomaso Aste , Tiziana Di Matteo

Financial markets are well known examples of multi-fractal complex systems that have garnered much interest in their characterization through complex network theory. The recent studies have used correlation based distance metrics for…

Statistical Finance · Quantitative Finance 2012-05-09 Sayantan Ghosh , Uwe Jaekel , Francesco Petruccione

The idiosyncratic (microscopic) and systemic (macroscopic) components of market structure have been shown to be responsible for the departure of the optimal mean-variance allocation from the heuristic `equally-weighted' portfolio. In this…

Portfolio Management · Quantitative Finance 2024-12-24 Sebastiano Michele Zema , Giorgio Fagiolo , Tiziano Squartini , Diego Garlaschelli

This paper uses new and recently introduced mathematical techniques to undertake a data-driven study on the systemic nature of global inflation. We start by investigating country CPI inflation over the past 70 years. There, we highlight the…

Mathematical Finance · Quantitative Finance 2022-03-02 Nick James , Kevin Chin

This study attempts to investigate into the structure and features of global equity markets from a time-frequency perspective. An analysis grounded on this framework allows one to capture information from a different dimension, as opposed…

Econometrics · Economics 2020-04-21 Avishek Bhandari

Many community detection algorithms require the introduction of a measure on the set of nodes. Previously, a lot of efforts have been made to find the top-performing measures. In most cases, experiments were conducted on several datasets or…

Social and Information Networks · Computer Science 2021-11-03 Rinat Aynulin

Community detection methods can be used to explore the structure of complex systems. The well-known modular configurations in complex financial systems indicate the existence of community structures. Here we analyze the community properties…

Portfolio Management · Quantitative Finance 2021-12-28 Longfeng Zhao , Chao Wang , Gang-Jin Wang , H. Eugene Stanley , Lin Chen

In the age of globalization, it is natural that the stock market of each country is not independent form the other markets. In this case, collective behavior could be emerged form their dependency together. This article studies the…

Statistical Finance · Quantitative Finance 2017-03-28 M. Saeedian , T. Jamali , M. Z. Kamali , H. Bayani , T. Yasseri , G. R. Jafari

We propose a new set of stylized facts quantifying the structure of financial markets. The key idea is to study the combined structure of both investment strategies and prices in order to open a qualitatively new level of understanding of…

Statistical Finance · Quantitative Finance 2015-03-19 Wei-Xing Zhou , Guo-Hua Mu , Wei Chen , Didier Sornette

Although the threshold network is one of the most used tools to characterize the underlying structure of a stock market, the identification of the optimal threshold to construct a reliable stock network remains challenging. In this paper,…

Statistical Finance · Quantitative Finance 2018-08-27 Xin-Jian Xu , Kuo Wang , Liucun Zhu , Li-Jie Zhang

We argue that an important contributing factor into market inefficiency is the lack of a robust mechanism for the stock price to rise if a company has good earnings, e.g., via buybacks/dividends. Instead, the stock price is prone to…

Portfolio Management · Quantitative Finance 2015-11-05 Zura Kakushadze

Hedge Funds are considered as one of the portfolio management sectors which shows a fastest growing for the past decade. An optimal Hedge Fund management requires an appropriate risk metrics. The classic CAPM theory and its Ratio Sharpe…

Physics and Society · Physics 2008-12-02 Josep Perello

Many financial and economic variables, including financial returns, exhibit nonlinear dependence, heterogeneity and heavy-tailedness. These properties may make problematic the analysis of (non-)efficiency and volatility clustering in…

Econometrics · Economics 2023-12-01 Rustam Ibragimov , Rasmus Pedersen , Anton Skrobotov