Sectoral Efficiency and Resilience: A Multifaceted Analysis of S&P Global BMI Indices Under Global Crises

This study investigates the complexity, efficiency, and sectoral interdependencies of the S&P Global BMI indices during critical global events, including the COVID-19 pandemic and the Russia–Ukraine war. The analysis is conducted in three dimensions: (1) evaluating market efficiency using permut...

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Main Authors: Milena Kojić, Slobodan Rakić, José Wesley Lima da Silva, Fernando Henrique Antunes de Araujo
Format: Article
Language:English
Published: MDPI AG 2025-02-01
Series:Mathematics
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Online Access:https://www.mdpi.com/2227-7390/13/4/641
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author Milena Kojić
Slobodan Rakić
José Wesley Lima da Silva
Fernando Henrique Antunes de Araujo
author_facet Milena Kojić
Slobodan Rakić
José Wesley Lima da Silva
Fernando Henrique Antunes de Araujo
author_sort Milena Kojić
collection DOAJ
description This study investigates the complexity, efficiency, and sectoral interdependencies of the S&P Global BMI indices during critical global events, including the COVID-19 pandemic and the Russia–Ukraine war. The analysis is conducted in three dimensions: (1) evaluating market efficiency using permutation entropy and the Fisher information measure, (2) exploring sectoral alignments through clustering techniques (hierarchical and k-means clustering), and (3) assessing the influence of geopolitical risk using Multifractal Detrended Cross-Correlation Analysis (MFDCCA). The results highlight significant variations in informational efficiency across sectors, with Utilities and Consumer Staples exhibiting high efficiency, while Emerging Markets and Financials reflect lower efficiency levels. Temporal analysis reveals widespread efficiency declines during the pandemic, followed by mixed recovery patterns during the Ukraine conflict. Clustering analysis uncovers dynamic shifts in sectoral relationships, emphasizing the resilience of defensive sectors and the unique behavior of Developed BMI throughout crises. MFDCCA further demonstrates the multifractality in cross-correlations with geopolitical risk, with Consumer Staples and Energy showing stable persistence and Information Technology exhibiting sensitive complexity. These findings emphasize the adaptive nature of global markets in response to systemic and geopolitical shocks, offering insights for risk management and investment strategies.
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spelling doaj-art-2e7a12e83eb146aca0165f363ccd9e8c2025-08-20T02:03:31ZengMDPI AGMathematics2227-73902025-02-0113464110.3390/math13040641Sectoral Efficiency and Resilience: A Multifaceted Analysis of S&P Global BMI Indices Under Global CrisesMilena Kojić0Slobodan Rakić1José Wesley Lima da Silva2Fernando Henrique Antunes de Araujo3Institute of Economic Sciences, Zmaj Jovina 12, 11000 Belgrade, SerbiaGlobal Association of Risk Professionals, 111 Town Square Place, Jersey City, NJ 07310, USADepartment of Statistics and Informatics, Federal Rural University of Pernambuco, Recife 52171-900, PE, BrazilFederal Institute of Education Science and Technology of Paraíba, Campus Patos PB, Acesso Rodovia PB 110, S/N, Alto da Tubiba, Patos 58700-030, PB, BrazilThis study investigates the complexity, efficiency, and sectoral interdependencies of the S&P Global BMI indices during critical global events, including the COVID-19 pandemic and the Russia–Ukraine war. The analysis is conducted in three dimensions: (1) evaluating market efficiency using permutation entropy and the Fisher information measure, (2) exploring sectoral alignments through clustering techniques (hierarchical and k-means clustering), and (3) assessing the influence of geopolitical risk using Multifractal Detrended Cross-Correlation Analysis (MFDCCA). The results highlight significant variations in informational efficiency across sectors, with Utilities and Consumer Staples exhibiting high efficiency, while Emerging Markets and Financials reflect lower efficiency levels. Temporal analysis reveals widespread efficiency declines during the pandemic, followed by mixed recovery patterns during the Ukraine conflict. Clustering analysis uncovers dynamic shifts in sectoral relationships, emphasizing the resilience of defensive sectors and the unique behavior of Developed BMI throughout crises. MFDCCA further demonstrates the multifractality in cross-correlations with geopolitical risk, with Consumer Staples and Energy showing stable persistence and Information Technology exhibiting sensitive complexity. These findings emphasize the adaptive nature of global markets in response to systemic and geopolitical shocks, offering insights for risk management and investment strategies.https://www.mdpi.com/2227-7390/13/4/641S&P Global BMI sectoral indicesprice dynamicsefficient market hypothesisinformational efficiencyclusteringMFDCCA
spellingShingle Milena Kojić
Slobodan Rakić
José Wesley Lima da Silva
Fernando Henrique Antunes de Araujo
Sectoral Efficiency and Resilience: A Multifaceted Analysis of S&P Global BMI Indices Under Global Crises
Mathematics
S&P Global BMI sectoral indices
price dynamics
efficient market hypothesis
informational efficiency
clustering
MFDCCA
title Sectoral Efficiency and Resilience: A Multifaceted Analysis of S&P Global BMI Indices Under Global Crises
title_full Sectoral Efficiency and Resilience: A Multifaceted Analysis of S&P Global BMI Indices Under Global Crises
title_fullStr Sectoral Efficiency and Resilience: A Multifaceted Analysis of S&P Global BMI Indices Under Global Crises
title_full_unstemmed Sectoral Efficiency and Resilience: A Multifaceted Analysis of S&P Global BMI Indices Under Global Crises
title_short Sectoral Efficiency and Resilience: A Multifaceted Analysis of S&P Global BMI Indices Under Global Crises
title_sort sectoral efficiency and resilience a multifaceted analysis of s p global bmi indices under global crises
topic S&P Global BMI sectoral indices
price dynamics
efficient market hypothesis
informational efficiency
clustering
MFDCCA
url https://www.mdpi.com/2227-7390/13/4/641
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