Systematic risk profiling: A novel approach with applications to Kenya, Rwanda, and Malawi

This paper uses machine learning, simulation, and data mining methods to develop Systematic Risk Profiles of three developing economies: Kenya, Rwanda, and Malawi. We focus on three exogenous shocks with implications for economic performance: world market prices, capital flows, and climate-driven se...

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Autores principales: Mukashov, Askar, Robinson, Sherman, Thurlow, James, Arndt, Channing, Thomas, Timothy S.
Formato: Artículo preliminar
Lenguaje:Inglés
Publicado: International Food Policy Research Institute 2024
Materias:
Acceso en línea:https://hdl.handle.net/10568/158180
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author Mukashov, Askar
Robinson, Sherman
Thurlow, James
Arndt, Channing
Thomas, Timothy S.
author_browse Arndt, Channing
Mukashov, Askar
Robinson, Sherman
Thomas, Timothy S.
Thurlow, James
author_facet Mukashov, Askar
Robinson, Sherman
Thurlow, James
Arndt, Channing
Thomas, Timothy S.
author_sort Mukashov, Askar
collection Repository of Agricultural Research Outputs (CGSpace)
description This paper uses machine learning, simulation, and data mining methods to develop Systematic Risk Profiles of three developing economies: Kenya, Rwanda, and Malawi. We focus on three exogenous shocks with implications for economic performance: world market prices, capital flows, and climate-driven sectoral productivity. In these and other developing countries, recent decades have been characterized by increased risks associated with all these factors, and there is a demand for instruments that can help to disentangle them. For each country, we utilize historical data to develop multi-variate distributions of shocks. We then sample from these distributions to obtain a series of shock vectors, which we label economic uncertainty scenarios. These scenarios are then entered into economywide computable general equilibrium (CGE) simulation models for the three countries, which allow us to quantify the impact of increased uncertainty on major economic indicators. Finally, we utilize importance metrics from the random forest machine learning algorithm and relative importance metrics from multiple linear regression models to quantify the importance of country-specific risk factors for country performance. We find that Malawi and Rwanda are more vulnerable to sectoral productivity shocks, and Kenya is more exposed to external risks. These findings suggest that a country’s level of development and integration into the global economy are key driving forces defining their risk profiles. The methodology of Systematic Risk Profiling can be applied to many other countries, delineating country-specific risks and vulnerabilities.
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spelling CGSpace1581802025-11-06T07:21:11Z Systematic risk profiling: A novel approach with applications to Kenya, Rwanda, and Malawi Mukashov, Askar Robinson, Sherman Thurlow, James Arndt, Channing Thomas, Timothy S. climate computable general equilibrium models machine learning risk uncertainty This paper uses machine learning, simulation, and data mining methods to develop Systematic Risk Profiles of three developing economies: Kenya, Rwanda, and Malawi. We focus on three exogenous shocks with implications for economic performance: world market prices, capital flows, and climate-driven sectoral productivity. In these and other developing countries, recent decades have been characterized by increased risks associated with all these factors, and there is a demand for instruments that can help to disentangle them. For each country, we utilize historical data to develop multi-variate distributions of shocks. We then sample from these distributions to obtain a series of shock vectors, which we label economic uncertainty scenarios. These scenarios are then entered into economywide computable general equilibrium (CGE) simulation models for the three countries, which allow us to quantify the impact of increased uncertainty on major economic indicators. Finally, we utilize importance metrics from the random forest machine learning algorithm and relative importance metrics from multiple linear regression models to quantify the importance of country-specific risk factors for country performance. We find that Malawi and Rwanda are more vulnerable to sectoral productivity shocks, and Kenya is more exposed to external risks. These findings suggest that a country’s level of development and integration into the global economy are key driving forces defining their risk profiles. The methodology of Systematic Risk Profiling can be applied to many other countries, delineating country-specific risks and vulnerabilities. 2024-10-25 2024-10-25T21:24:33Z 2024-10-25T21:24:33Z Working Paper https://hdl.handle.net/10568/158180 en Open Access application/pdf International Food Policy Research Institute Mukashov, Askar; Robinson, Sherman; Thurlow, James; Arndt, Channing; and Thomas, Timothy S. 2024. Systematic risk profiling: A novel approach with applications to Kenya, Rwanda, and Malawi. IFPRI Discussion Paper 2286. Washington, DC: International Food Policy Research Institute. https://hdl.handle.net/10568/158180
spellingShingle climate
computable general equilibrium models
machine learning
risk
uncertainty
Mukashov, Askar
Robinson, Sherman
Thurlow, James
Arndt, Channing
Thomas, Timothy S.
Systematic risk profiling: A novel approach with applications to Kenya, Rwanda, and Malawi
title Systematic risk profiling: A novel approach with applications to Kenya, Rwanda, and Malawi
title_full Systematic risk profiling: A novel approach with applications to Kenya, Rwanda, and Malawi
title_fullStr Systematic risk profiling: A novel approach with applications to Kenya, Rwanda, and Malawi
title_full_unstemmed Systematic risk profiling: A novel approach with applications to Kenya, Rwanda, and Malawi
title_short Systematic risk profiling: A novel approach with applications to Kenya, Rwanda, and Malawi
title_sort systematic risk profiling a novel approach with applications to kenya rwanda and malawi
topic climate
computable general equilibrium models
machine learning
risk
uncertainty
url https://hdl.handle.net/10568/158180
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