352 Journal of Reviews on Global Economics, 2020, 9, 352-365
E-ISSN: 1929-7092/20 © 2020 Lifescience Global
The Impact of Oil Price Changes on FTSE/JSE Industry Indices
Performance
Eddson Zengeni and Mashukudu Hartley Molele
*
Wits Business School, 2 St Davids Pl & St Andrew Rd, Parktown, Johannesburg, 2193, South Africa
Abstract: The impact of oil price changes on stock market index of the JSE, South Africa, was examined using NARDL
model using 2008 -2017 monthly data of aggregated industrial indices. All-Share index was incorporated in the
estimation equation to represent market factors.
The results indicate that in the short-term, the indices responded asymmetrically to oil price changes whilst in the
long-term they responded symmetrically. Oil & Gas, Industrials, Consumers services and Technology indices followed oil
price change direction whereas Consumer goods and Financials indices opposed oil price change direction. Healthcare
and Telecommunications responded in one direction irrespective oil price change direction.
Keywords: Non-linear ARDL, Oil prices, Stock Market index, JSE.
1. INTRODUCTION
Extensive research has been conducted to
understand the impact of oil price changes on
macroeconomic factors (Batac & Tatlonghari, 2013;
Hussin, Muhammad, Hussin, & Razak, 2012; Sahu &
Mondal, 2015; Sedick, 2016; Wong & El Massah, 2017).
Most of these were predominantly based on static
techniques lacking the capability for simultaneous
long-term and short-term relationship evaluation nor
distinguishing between positive and negative changes.
Research efforts to establish the impact of oil prices
changes on stock market performance have yielded
contradictory findings, e.g. for South African alone, one
group of researchers found minimal impact of oil price
changes on stock markets (Chinzara, 2011) yet
another group reported a positive relationship between
world oil price changes and stock prices (Chisadza,
Dlamini, Gupta, & Modise, 2016).
Oil price changes have varying economic
performance impact on oil exporting countries
compared to oil importing countries. For oil exporting
mono-structured economies, like Nigeria, economic
performance follows oil prices change direction due to
impact on export revenue (Adetunji Babatunde,
Adenikinju, & Adenikinju, 2013). However, oil importing
countries like South Africa performance opposes the oil
price change direction. Increase in oil price leads to
cost of production increase resulting in companies
reducing their production output to reduce cost if prices
are maintained the same. In the event of increased
prices to offset the increased cost of production,
demand for the products will decrease. (Sahu &
Mondal, 2015). Figure 1 shows the historic
performance of the nine industry indices on the JSE
over the 10 year period under evaluation.
*Address correspondence to this author at the Wits Business School, 2 St
Davids Pl & St Andrew Rd, Parktown, Johannesburg, 2193, South Africa;
E-mail: mhmolele@gmail.com
This understanding on the impact of oil price
changes on macroeconomic variables such as GDP
growth (Balcilar, van Eyden, Uwilingiye, & Gupta, 2017;
Lardic & Mignon, 2008), exchange rate (Adebiyi,
Adenuga, Abeng, & Omanukwue, 2009; Hussin et al.,
2012; Iheanacho, 2016; Lawal, Somoye, & Babajide,
2016; Sahu & Mondal, 2015; Sedick, 2016) and
inflation (Cologni & Manera, 2008; Cunado & De
Gracia, 2005; Duma, 2008; Lacheheb & Sirag)
prompted the need to understand whether oil price
changes have impact on stock market performance.
Researchers have since used various methods to
evaluate this impact at different levels of the stock
market (Maghyereh, 2006; S. Mohanty, Nandha, &
Bota, 2010; Ogiri, Amadi, Uddin, & Dubon, 2013; Salisu
& Oloko, 2015; Scholtens & Yurtsever, 2012;
Shammas, 2012; Zhang & Chen, 2011; Zhu, Li, & Yu,
2011)
There remains the need to understand how various
stock market industries are impacted by oil price
changes and whether this impact is long-term or
short-term and how symmetrical is it. Looking at typical
historical relationship between oil price and two of
South African industry indices, Figure 2a and b, it
appears that Basic Materials (J510) are highly
impacted by oil price changes than Consumer goods
(J530) industry. These high-level observations cement
the need to understand variations of oil price change
impact on different industries.
This research seeks to investigate the impact of oil
price changes on industry performance in the South
African context as measured by stock market
performance using a newly developed dynamic method,
the NARDL.
The method allows to evaluate the impact of oil
price changes in both the short-term and long-term and
whether these changes price have symmetrical effect
on the performance on industry performance. The