Geopolitical Risk and Stock Market Volatility: Evidence from GARCH-Based Asymmetric Models

Geopolitical Risk and Stock Market Volatility: Evidence from GARCH-Based Asymmetric Models

Title

Geopolitical Risk and Stock Market Volatility: Evidence from GARCH-Based Asymmetric Models

Authors

  • Kashif Bhatty
    Department of Management Sciences, Shaheed Zulfiqar Ali Bhutto Institute of Science and Technology, Larkana, Sindh, Pakistan
    Email: [email protected]
  • Abdul Raheem
    Office of Registrar, Begum Nusrat Bhutto Women University, Sukkur, Sindh, Pakistan
    Email: [email protected]

Abstract

This study investigates the impact of geopolitical risk on stock market volatility using high-frequency data and advanced econometric techniques. Employing daily data from January 2010 to December 2025, the analysis applies GARCH, EGARCH, and TGARCH models to capture both symmetric and asymmetric volatility dynamics. The results provide strong evidence that geopolitical risk significantly increases stock market volatility, indicating that heightened uncertainty associated with geopolitical events leads to greater market instability. The findings further reveal substantial volatility persistence, suggesting that shocks induced by geopolitical events have long-lasting effects on financial markets. Importantly, the asymmetric models indicate that negative shocks exert a stronger impact on volatility than positive shocks, highlighting the role of behavioral factors such as investor fear and panic. Robustness checks confirm the stability of the results across different model specifications and sample periods, with the impact of geopolitical risk being more pronounced during crisis periods. This study contributes to the literature by providing a comprehensive and dynamic analysis of geopolitical risk and volatility using high-frequency data and asymmetric models. The findings offer important implications for policymakers and investors, emphasizing the need to incorporate geopolitical risk into financial decision-making and risk management strategies.

Keywords

Geopolitical Risk, Stock Market Volatility, GARCH Models, Asymmetric Volatility, Financial Markets, Uncertainty

JEL Codes

C58, C22, G12, G15, G17

How to Cite

Bhatty, K., & Raheem, A. (2025). Geopolitical Risk and Stock Market Volatility: Evidence from GARCH-Based Asymmetric Models. The International Journal of Finance, 37(1), 62–73.