The effect of rare events on information-leading role: evidence from real estate investment trusts and overall stock markets

Abstract The information relationship between real estate investment trusts and stock markets has garnered significant interest in finance; however, the time-varying information flow between the two can vary due to different market conditions. This study scrutinizes the information-leading roles bet...

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Main Authors: Sihyun An, Jihae Kim, Gahyun Choi, Hanwool Jang, Kwangwon Ahn
Format: Article
Language:English
Published: Springer Nature 2024-11-01
Series:Humanities & Social Sciences Communications
Online Access:https://doi.org/10.1057/s41599-024-04146-3
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author Sihyun An
Jihae Kim
Gahyun Choi
Hanwool Jang
Kwangwon Ahn
author_facet Sihyun An
Jihae Kim
Gahyun Choi
Hanwool Jang
Kwangwon Ahn
author_sort Sihyun An
collection DOAJ
description Abstract The information relationship between real estate investment trusts and stock markets has garnered significant interest in finance; however, the time-varying information flow between the two can vary due to different market conditions. This study scrutinizes the information-leading roles between the real estate investment trust sector and overall stock markets under various market conditions. Shannonian transfer entropy, used for identifying information-leading roles, can reveal nonlinear interactions between two markets; however, the results can be hindered by rare events, such as sporadically occurring episodes. Therefore, this study introduces Rényian transfer entropy to examine the role of rare events in the information flow between the two markets. This conjecture is confirmed using the COVID-19 pandemic as a natural experiment setting of rare events. The results reveal notable findings. (i) Rényian transfer entropy can accurately capture the impact of rare events regardless of the sample period, including the changes in information-leading roles when volatility clustering strengthens. Furthermore, (ii) the significance of liquidity and market efficiency produces different information flows depending on market status. The findings suggest that investors can use Rényian transfer entropy to accurately identify information-leading roles between assets under various market conditions, facilitating optimal portfolio allocation. Moreover, policymakers can benchmark this approach to identify financial risk contagion paths, enabling regulators to implement timely policy actions to mitigate market risks.
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spelling doaj-art-bcd74e95fc9743a9b8f1897d7115fcf72024-12-01T12:14:30ZengSpringer NatureHumanities & Social Sciences Communications2662-99922024-11-0111111010.1057/s41599-024-04146-3The effect of rare events on information-leading role: evidence from real estate investment trusts and overall stock marketsSihyun An0Jihae Kim1Gahyun Choi2Hanwool Jang3Kwangwon Ahn4Department of Industrial Engineering, Yonsei UniversityDepartment of Industrial Engineering, Yonsei UniversityDepartment of Industrial Engineering, Yonsei UniversityDepartment of Finance, Accounting and Risk, Glasgow Caledonian UniversityDepartment of Industrial Engineering, Yonsei UniversityAbstract The information relationship between real estate investment trusts and stock markets has garnered significant interest in finance; however, the time-varying information flow between the two can vary due to different market conditions. This study scrutinizes the information-leading roles between the real estate investment trust sector and overall stock markets under various market conditions. Shannonian transfer entropy, used for identifying information-leading roles, can reveal nonlinear interactions between two markets; however, the results can be hindered by rare events, such as sporadically occurring episodes. Therefore, this study introduces Rényian transfer entropy to examine the role of rare events in the information flow between the two markets. This conjecture is confirmed using the COVID-19 pandemic as a natural experiment setting of rare events. The results reveal notable findings. (i) Rényian transfer entropy can accurately capture the impact of rare events regardless of the sample period, including the changes in information-leading roles when volatility clustering strengthens. Furthermore, (ii) the significance of liquidity and market efficiency produces different information flows depending on market status. The findings suggest that investors can use Rényian transfer entropy to accurately identify information-leading roles between assets under various market conditions, facilitating optimal portfolio allocation. Moreover, policymakers can benchmark this approach to identify financial risk contagion paths, enabling regulators to implement timely policy actions to mitigate market risks.https://doi.org/10.1057/s41599-024-04146-3
spellingShingle Sihyun An
Jihae Kim
Gahyun Choi
Hanwool Jang
Kwangwon Ahn
The effect of rare events on information-leading role: evidence from real estate investment trusts and overall stock markets
Humanities & Social Sciences Communications
title The effect of rare events on information-leading role: evidence from real estate investment trusts and overall stock markets
title_full The effect of rare events on information-leading role: evidence from real estate investment trusts and overall stock markets
title_fullStr The effect of rare events on information-leading role: evidence from real estate investment trusts and overall stock markets
title_full_unstemmed The effect of rare events on information-leading role: evidence from real estate investment trusts and overall stock markets
title_short The effect of rare events on information-leading role: evidence from real estate investment trusts and overall stock markets
title_sort effect of rare events on information leading role evidence from real estate investment trusts and overall stock markets
url https://doi.org/10.1057/s41599-024-04146-3
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