Article Details
  • Published Online:
    January  2025
  • Product Name:
    The IUP Journal of Accounting Research & Audit Practices
  • Product Type:
    Article
  • Product Code:
    IJARAP200125
  • DOI:
    10.71329/IUPJARAP/2025.24.1.372-381
  • Author Name:
    Chandan Sharma, Archana Singh and Rajan Yadav
  • Availability:
    YES
  • Subject/Domain:
    Finance
  • Download Format:
    PDF
  • Pages:
    372-381
Volume 24, Issue 1, January 2025
Short-Term Reaction of Indian Stock Market to China-India Conflict: An Investigation
Abstract

The paper focuses on determining the short-term reaction of India’s stock market to the China-India conflict in June 2020 by analyzing the impact on select indices listed on the National Stock Exchange of India. It uses event study methodology to achieve its objective. It is unique in its objective, with no study available in the literature that investigates the short-term reaction of the Indian stock market to the conflict. The study finds that most of the stock indices did not react to the conflict between the two countries. However, the Nifty pharma index saw a significant negative return following the conflict. The paper examines the China-India trade and finds that any disruption in trade is not likely to impact the constituents of selected indices. However, the pharmaceuticals sector had a significant import dependency on China for its raw materials, which explains its significant adverse reaction to the conflict. The paper also looks into changes in the creadit rating of the Nifty 500 constituents and finds no significant change due to the event. The findings are significant as they provide investors insights on the risk to key sectors of the Indian economy in case of a limited conflict with China.

Introduction

Conflicts can hurt a nation’s economy. The economies of several countries mired in conflict/ war have collapsed entirely, as seen after World War II. Several countries across the world have been suffering from wars or conflicts with dire consequences for their economy.