International Research Journal of Finance and Economics
ISSN 1450-2887 Issue 98 September, 2012
© EuroJournals Publishing, Inc. 2012
http://www. internationalresearchjournaloffinanceandeconomics.com
Developed and Emerging Stock Markets during the
Global Financial Crisis
Seema Narayan
School of Economics, Finance and Marketing
RMIT University, Melbourne, Australia
E-mail: seema. narayan@rmit. edu. au
Silvia Zia Islam
School of Economics, Finance and Marketing
RMIT University, Melbourne, Australia
E-mail: silvia. islam@rmit. edu. au
Abstract
In this paper, we examine 22 benchmark stock market indices of developed and
emerging countries during the period 31 December 1999-26 February 2010. We study
stock market behaviour focusing on the persistence of market volatility, the leverage effect,
structural breaks or shocks, and market integration and efficiency. The paper finds that
most markets in the two groups behaved similarly in the GFC period. In comparison to the
pre-GFC period, markets became efficient and many experienced a fall in the persistence of
their volatility. The leverage effect, on the other hand, intensified during the GFC. The
dates associated with the structural breaks in stock price indices are found to be same for all
countries on two occasions - February 2007 and August 2008. This is an indication that
market reactions were synchronised. This is unique to the GFC, as our pre-GFC analysis,
which also captures the 2002 market downturns, fails to show similar synchronous
behaviour.
Keywords: Global Financial Crisis (GFC); Stock markets; Efficient capital market
hypothesis; Structural shocks, Leverage effects; Persistence of market
volatility
JEL Classifications Codes: C22, G01, G14, G15
1. Introduction
On the GFC and stock markets, there is currently evidence that 11 major European share markets
experienced significantly higher volatility levels during the GFC covering the period July 2003 to
September 2010 (Milunovich, 2011); for Jordan’s stock returns, volatility is unaffected by the GFC
(2008 and 2009) and the positive relationship between risk and return is preserved in the crisis period
(Al Rjoum, 2011); 8 developed and 2 emerging stock markets are co-integrated during September 2008
to August 2009 (Assidenou, 2011);there is a dramatically stronger correlation between stock markets
of 10 industrialised countries during crisis period from July 2007 to February 2009 and DJ and DAX
were not exerting as much influence on the other 8 indices in the same period (Gklezakoa and
Mylonakis, 2011); for 17 financial markets, volatility plays a key role in explaining the changing
nature of correlations among stock markets over the global financial crisis period from February 2007