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Article detail · 2014

The diversification benefits from Islamic investment during the financial turmoil: The case for the US-based equity investors

Journal

Borsa Istanbul Review

ISSN 2214-8450

YÖKSİS OpenAlex Open access · gold SJR Q4 JCR Q2 Citations 183 Top 1% Percentile 99.2% FWCI 16.52
Year
2014
Type
article

Data source split

  • YÖKSİS YÖKSİS article record
  • YÖKSİS venue Borsa Istanbul Review
  • Catalog match (ISSN) Borsa Istanbul Review
  • OpenAlex OpenAlex enrichment (abstract, citations, topics)

Abstract

OpenAlex · English

A major issue in both Islamic finance and conventional finance is whether the shocks to the volatilities in the asset returns are substitutes or complements in terms of taking risk. An understanding of how volatilities of and correlations between asset returns change over time including their directions (positive or negative) and size (stronger or weaker) is of crucial importance for both the domestic and international investors with a view to diversifying their portfolios for hedging against unforeseen risks. This study is the first attempt to advance the frontier of knowledge particularly in the fast growing field of Islamic Finance through the application of the recently-developed Dynamic Multivariate GARCH approach. Our study is focused on investigating whether Islamic stock indices provide special avenue for the US-based investors. Our findings based on the Dynamic Conditional Correlation (DCC) tend to suggest: both the conventional and Islamic MSCI indices of Japan, GCC ex-Saudi, Indonesia, Malaysia and Taiwan provide better diversification benefits compared to Korea, Hong Kong, China and Turkey. It tends to suggest that the Islamic countries provide better diversification benefits compared to the Far East countries with strong policy implications for the domestic and international investors in their portfolio diversification for hedging against unforeseen risks.

Topics

Citations

OpenAlex cited_by_count. Not a WoS or Scopus citation count; those sources have no separate column here.

183 citations

OpenAlex cited_by_count (cache / database)

35 publications in the local catalog that cite this work (OpenAlex reference match; not the full global list).

  1. Dynamic risk spillovers between gold, oil prices and conventional, sustainability and Islamic equity aggregates and sectors with portfolio implications 2017 Citations 208 · OpenAlex
  2. The impact of crude oil price on Islamic stock indices of South East Asian countries: Evidence from MGARCH-DCC and wavelet approaches 2016 Citations 89 · OpenAlex
  3. The impact of efficiency on discretionary loans/finance loss provision: A comparative study of Islamic and conventional banks 2015 Citations 57 · OpenAlex
  4. Downside risk in Dow Jones Islamic equity indices: Precious metals and portfolio diversification before and after the COVID-19 bear market 2021 Citations 52 · OpenAlex
  5. Emerging Market Portfolios and Islamic Financial Markets: Diversification Benefits and Safe Havens 2022 Citations 43 · OpenAlex
  6. Emerging market portfolios and Islamic financial markets: Diversification benefits and safe havens 2022 Citations 42 · OpenAlex
  7. Does Islamic Equity Investment Provide Diversification Benefits to Conventional Investors? Evidence from the Multivariate-GARCH Analysis 2018 Citations 42 · OpenAlex
  8. Analysing dynamic linkages and hedging strategies between Islamic and conventional sector equity indexes 2017 Citations 41 · OpenAlex
  9. Does the Malaysian Sovereign Sukuk Market Offer Portfolio Diversification Opportunities for Global Fixed-Income Investors? Evidence from Wavelet Coherence and Multivariate-GARCH Analyses 2019 Citations 38 · OpenAlex
  10. Risk-Taking Behavior and Capital Adequacy in a Mixed Banking System: New Evidence from Malaysia Using Dynamic OLS and Two-Step Dynamic System GMM Estimators 2017 Citations 37 · OpenAlex

Authors

  1. BURHAN ULUYOL İSTANBUL SABAHATTİN ZAİM ÜNİVERSİTESİ
  2. masih mansur
  3. Obiyathulla I Bacha