Politics and contagion: the impacts of political risk assessments on ASEAN credit default swap spread co-movements

dc.contributor.advisorMendoza, Maria Nimfa F.
dc.contributor.authorDe Pano, Fatima
dc.contributor.authorPerez, Brian
dc.date.accessioned2024-10-01T03:52:25Z
dc.date.available2024-10-01T03:52:25Z
dc.date.issued2017
dc.description.abstractCDS markets in the ASEAN region have been growing throughout the years. In terms of trading volumes, Indonesia, Malaysia, Philippine, Thai and Vietnamese CDS markets belong to the top 35 markets worldwide. With the nature of being emerging markets, higher credit risk is then associated with the ASEAN region. After the global financial crisis, research has been drawn to studying global sovereign credit risk, but few have focused on the ASEAN region. This paper seeks to examine sovereign credit co-movements of the ASEAN region and its determinants. We further contribute to the literature by examining the impacts of political risks on credit risk correlations. Time-varying correlations are estimated from a multivariate GARCH DCC model, as developed by Engle (2002), for sovereign CDS premium spreads of 9 select Asian countries, from 2008-2017. Statistically-significant periods of contagion are identified to separate contagious and business-as-usual periods. Lastly, fixed-effects and random-effects panel regressions are used to estimate gravity-type models and to analyze the determinants behind credit risk co-movements across contagious and business-as-usual periods. The results of this paper show that political risk plays a significant role in moving time-varying correlations within the region for business-as-usual periods. Evidence is also found of ‘decoupling’ events, wherein credit risk correlations fall sharply, as opposed to contagion events wherein credit risk correlations spike.
dc.identifier.urihttps://selib.upd.edu.ph/etdir/handle/123456789/520
dc.language.isoen
dc.subjectASEAN
dc.subjectcredit risk correlations
dc.subjectcredit default swaps
dc.subjectpolitical risk
dc.subjectcontagion
dc.titlePolitics and contagion: the impacts of political risk assessments on ASEAN credit default swap spread co-movements
dc.typeThesis

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