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THE CAUSAL RELATIONSHIP BETWEEN GLOBAL ECONOMIC POLICY UNCERTAINTY (GEPU) AND STOCK MARKETS: EVIDENCE FROM MIKTA COUNTRIES

By
Arif Çilek ,
Arif Çilek

Bulancak Kadir Karabaş School of Applied Sciences , Giresun , Turkey

Onur Şeyranlıoğlu ,
Onur Şeyranlıoğlu

Giresun University, Faculty of Economics and Administrative Sciences , Giresun , Turkey

Samet Gürsoy ,
Samet Gürsoy

Burdur Mehmet Akif Ersoy University, Bucak Zeliha Tolunay School of Applied Business and Technology , Burdur , Turkey

Melek Nur Osanmaz
Melek Nur Osanmaz

Gaziantep University, Faculty of Economics and Administrative Sciences , Gaziantep , Turkey

Abstract

The purpose of this study is to investigate the causality relationship among the GEPU (Global Economic Political Uncertainty) index and the stock market index of the MIKTA countries. Accordingly, Hatemi-J (2012) asymmetric causality test was applied to investigate the existence of a relationship between the stock markets of the MIKTA countries and the GEPU index. In the study using monthly data, the period between 1999 and 2022, which is the widest data range for all variables, was taken into consideration. First of all, Lee-Strazicich unit root test was used to test the stationarity of the variables and it was observed that the variables were stationary at different levels. Then, the GEPU index is taken as the dependent variable and models are constructed as paired tests for each MIKTA country stock market. (Walmex) for Mexico, (Jakarta45) for Indonesia, (Kospi200) for South Korea, (BIST100) for Türkiye, and (ASX) for Australia are taken as the representative indices of MIKTA country stock markets. The results of the study show that there is a statistically significant causality effect of the GEPU index on stock markets. In general, a negative change in the GEPU index is found to be more dominant on stock markets compared to a positive change. On a country basis, it is found that an increase in the GEPU index causes a decrease in the Mexican, South Korean and Turkish stock markets. In addition, the lack of causality effect in the Australian stock market is interpreted as the fact that this stock market moves more independently from this index.

Citation

This is an open access article distributed under the Creative Commons Attribution License which permits unrestricted use, distribution, and reproduction in any medium, provided the original work is properly cited. 

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