Active portfolio management in the Andean countries’stock markets with Markov-Switching GARCH models

In the present paper we test the benefits of using two-regime Markov-Switching (MS) models in the stock markets of the MSCI Andean index (Chile, Colombia and Perú). We tested this with either, constant, ARCH or GARCH variances and Gaussian or t-Student log-likelihood functions. By performing 996 wee...

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Detalles Bibliográficos
Autores: Oscar V. De la Torre-Torres, Dora Aguilasocho-Montoya, José Álvarez-García
Tipo de recurso: artículo
Estado:Versión publicada
Fecha de publicación:2019
País:México
Institución:Universidad Michoacana de San Nicolás de Hidalgo
Repositorio:Redalyc-UMSNH
OAI Identifier:oai:redalyc.org:423765204008
Acceso en línea:https://www.redalyc.org/articulo.oa?id=423765204008
https://www.redalyc.org/journal/4237/423765204008/
https://www.redalyc.org/journal/4237/423765204008/html/
https://www.redalyc.org/journal/4237/423765204008/423765204008.epub
https://www.redalyc.org/journal/4237/423765204008/movil
Access Level:acceso abierto
Palabra clave:Economía y Finanzas
Markov
Switching GARCH
Risk management
Andean region stocks
Computational Finance
Descripción
Sumario:In the present paper we test the benefits of using two-regime Markov-Switching (MS) models in the stock markets of the MSCI Andean index (Chile, Colombia and Perú). We tested this with either, constant, ARCH or GARCH variances and Gaussian or t-Student log-likelihood functions. By performing 996 weekly simulations from January 2000 to January 2019 with each MS model, we tested the next investment strategy for a U.S. dollar based investor: 1) to invest in the risk-free asset if the probability of being in the high-volatility regime at t+1 is higher than 50% or 2) to do it in the stock market index otherwise. Our results suggest that the Gaussian MS-GARCH models are the most suitable to generate alpha in the Chilean stock market and the Gaussian MS-ARCH in the Colombian one. For the Peruvian case, we found that is preferable to perform passive investing instead of active trading.