Investigating the effect of geopolitical risk on defense companies’ stock returns
2024

Impact of Geopolitical Risk on Defense Companies' Stock Returns

Sample size: 75 publication Evidence: high

Author Information

Author(s): Gheorghe Catalin, Panazan Oana

Primary Institution: Transilvania University of Brașov, Romania

Hypothesis

Does geopolitical risk affect the stock prices of defense companies?

Conclusion

Geopolitical events significantly influence stock returns in the defense industry, with notable reactions following the Crimean Peninsula's annexation and the Russia-Ukraine war.

Supporting Evidence

  • 50.6% of defense companies reacted immediately to the Crimean Peninsula's annexation in 2014.
  • 30.6% of companies showed moderate negative effects during the COVID-19 pandemic.
  • 81.4% of defense companies were impacted by the Russia-Ukraine war.
  • The Israel-Hamas conflict had a local effect on Israeli defense companies.

Takeaway

When countries have conflicts, defense companies often see their stock prices go up or down. This study looked at how different events, like wars, affect these companies.

Methodology

The study used wavelet coherence and phase differences to analyze daily stock data from 75 defense companies over a period from January 1, 2014, to December 31, 2023.

Limitations

The study could not locate stock prices for 25 companies and did not include companies from Russia, the Middle East, and Eastern Europe.

Participant Demographics

The sample included 75 global defense companies from various countries, including the USA, China, UK, and others.

Digital Object Identifier (DOI)

10.1016/j.heliyon.2024.e40974

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