Tail risk connectedness during geopolitical shocks: assessing the impact of Russian-Ukraine conflict on G7 stock markets

This study investigates the impact of the Russian-Ukraine war on the tail risk connectedness among G7 stock markets using a TVP-VAR frequency connectedness approach and several robustness testing procedures. Such work focuses on the dynamics of tail risk connectedness during and after the conflict....

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Main Authors: Hu, Y., Corbet, S., Hou, Y., Lang, C., Oxley, Leslie
Format: Journal Article
Published: Taylor & Francis Group 2024
Online Access:http://hdl.handle.net/20.500.11937/97487
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author Hu, Y.
Corbet, S.
Hou, Y.
Lang, C.
Oxley, Leslie
author_facet Hu, Y.
Corbet, S.
Hou, Y.
Lang, C.
Oxley, Leslie
author_sort Hu, Y.
building Curtin Institutional Repository
collection Online Access
description This study investigates the impact of the Russian-Ukraine war on the tail risk connectedness among G7 stock markets using a TVP-VAR frequency connectedness approach and several robustness testing procedures. Such work focuses on the dynamics of tail risk connectedness during and after the conflict. Results identify that the conflict significantly increased tail risk connectedness among G7 stock markets, with the highest estimated levels observed two- and three months thereafter during the implementation of international targeted sanctions packages, signalling the strong persistence of short-term and total connectedness, respectively. The increase in connectedness can be attributed to factors such as heightened geopolitical and economic uncertainty, increased interconnectivity due to elevated risk and concomitant safe-haven behaviour, financial contagion, disrupted supply chains, and shifts in investor sentiment. Results emphasize the importance of monitoring and managing tail risk connectedness among financial markets, providing valuable insights for macroprudential policy design and promoting financial stability in the face of geopolitical risks.
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institution Curtin University Malaysia
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last_indexed 2025-11-14T11:48:38Z
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spelling curtin-20.500.11937-974872025-07-18T00:17:52Z Tail risk connectedness during geopolitical shocks: assessing the impact of Russian-Ukraine conflict on G7 stock markets Hu, Y. Corbet, S. Hou, Y. Lang, C. Oxley, Leslie This study investigates the impact of the Russian-Ukraine war on the tail risk connectedness among G7 stock markets using a TVP-VAR frequency connectedness approach and several robustness testing procedures. Such work focuses on the dynamics of tail risk connectedness during and after the conflict. Results identify that the conflict significantly increased tail risk connectedness among G7 stock markets, with the highest estimated levels observed two- and three months thereafter during the implementation of international targeted sanctions packages, signalling the strong persistence of short-term and total connectedness, respectively. The increase in connectedness can be attributed to factors such as heightened geopolitical and economic uncertainty, increased interconnectivity due to elevated risk and concomitant safe-haven behaviour, financial contagion, disrupted supply chains, and shifts in investor sentiment. Results emphasize the importance of monitoring and managing tail risk connectedness among financial markets, providing valuable insights for macroprudential policy design and promoting financial stability in the face of geopolitical risks. 2024 Journal Article http://hdl.handle.net/20.500.11937/97487 10.1080/00036846.2024.2393893 http://creativecommons.org/licenses/by-nc-nd/4.0/ Taylor & Francis Group fulltext
spellingShingle Hu, Y.
Corbet, S.
Hou, Y.
Lang, C.
Oxley, Leslie
Tail risk connectedness during geopolitical shocks: assessing the impact of Russian-Ukraine conflict on G7 stock markets
title Tail risk connectedness during geopolitical shocks: assessing the impact of Russian-Ukraine conflict on G7 stock markets
title_full Tail risk connectedness during geopolitical shocks: assessing the impact of Russian-Ukraine conflict on G7 stock markets
title_fullStr Tail risk connectedness during geopolitical shocks: assessing the impact of Russian-Ukraine conflict on G7 stock markets
title_full_unstemmed Tail risk connectedness during geopolitical shocks: assessing the impact of Russian-Ukraine conflict on G7 stock markets
title_short Tail risk connectedness during geopolitical shocks: assessing the impact of Russian-Ukraine conflict on G7 stock markets
title_sort tail risk connectedness during geopolitical shocks: assessing the impact of russian-ukraine conflict on g7 stock markets
url http://hdl.handle.net/20.500.11937/97487