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Volatility Forecasting and Return Prediction under Market Regimes: Evidence from High-Frequency Chinese Equity Data

Bibliographic record. Follow the original-source link for the publication.

Field Value
Primary domain Volatility
Other domains
Methods Financial Ml, Research Methods
Facets
Authors Xinyue Fang, Robert Ślepaczuk
Published 2026-06-08
Source arXiv Quantitative Finance History
Identifiers arxiv:2606.09478
URL Open original source

Editorial synthesis

Why it matters

This preprint joins regime identification, volatility forecasting, return prediction, and implementation in one pipeline, while explicitly showing that better forecasts do not automatically become post-cost strategy value. (abstract:S5, abstract:S6, abstract:S7)

Main author claims

  • On high-frequency CSI 300 data from 2005–2023, the authors report that regime-aware volatility models outperform baseline HARQ across forecast metrics. (abstract:S2, abstract:S5)
  • The authors find weak return predictability concentrated in low-volatility regimes and state that volatility scaling, gating, thresholds, and turnover controls can improve defensive economic performance. (abstract:S6, abstract:S7, abstract:S8)

Data, method, or discussion scope

The abstract describes a two-stage HARQ / Markov-switching GJR-GARCH and XGBoost framework with walk-forward out-of-sample estimation, but gives no result table, cost function, or gating parameters. (abstract:S2, abstract:S3, abstract:S4)

Main limitations

Evidence comes from one Chinese equity index and the return signal is weak and regime-dependent; economic improvement may be sensitive to regime definitions, thresholds, turnover, and cost assumptions. (abstract:S2, abstract:S6, abstract:S7)

Relationships

  • None recorded.