Assessing cointegration and spillover effects in East and Southeast Asia using an expanded financial conditions index

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2022-05-25

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This study constructs monthly financial conditions indices (FCIs) for selected developing and large Asian economies using a common factor methadology based on Hatzius et al [2010]. Financial indicators are selected based on identified monetary transmission channels in the literature. The newly constructed FCIs for Asian economies were successful in capturing major financial crises. These constructed FCIs were then used to asses regional financial integration through the VAR-based Johansen and Juselius cointegration test. Asian FCIs were found to have long-run cointegration but are more cointegrated prior to the pandemic. Given this cointegration, the Diebold and Yilmaz spillover index was used to analyze the regional transmission of shocks. All developing countries except China were net transmitters of spillovers, while the equity market was a consistent net transmitter of financial shocks.

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