Identifying the significant drivers of containerized freight rates: From the perspective of dynamic multiscale dependence

从动态多尺度依赖性的角度识别集装箱货运价格的主要驱动因素

阅读:1

Abstract

In August 2023, the launch of Shanghai Containerized Freight Index (SCFI) futures provides a suitable tool for risk management in the container shipping market, as well as new options for risk management of other financial assets. However, limited research exists on the influencing factors behind container freight rate fluctuations. This paper explores the nonlinear dynamic interdependence between the SCFI and 12 factors from the stock, commodity, carbon, and other markets using a data decomposition-reconstruction-based time-varying copula method, which can assist the stakeholders in hedging risk at different timescales. The findings reveal that most factors show no or limited upper tail dependence with SCFI in the short term. Medium- and long-term dependence is significantly stronger, indicating structural connections over longer horizons. Moreover, the dependence intensifies during extreme risk events. Generally, downside tail risks exert a greater influence on SCFI in the medium to long term, while upside tail risks are found to affect SCFI at any time horizon. This paper focuses on the tail risk interdependence analysis between SCFI and other assets, because the launch of SCFI futures makes the stakeholders to use this future to build risk management portfolios with other assets inevitably. The result provides useful implications to stakeholders with varying financial or investment attributes associated with shipping industry, aiding them in clarifying the different tail risk associations between SCFI futures and other assets at different timescales.

特别声明

1、本页面内容包含部分的内容是基于公开信息的合理引用;引用内容仅为补充信息,不代表本站立场。

2、若认为本页面引用内容涉及侵权,请及时与本站联系,我们将第一时间处理。

3、其他媒体/个人如需使用本页面原创内容,需注明“来源:[生知库]”并获得授权;使用引用内容的,需自行联系原作者获得许可。

4、投稿及合作请联系:info@biocloudy.com。