ASEAN Banks Walked Diverging Paths to Recovery Post-Pandemic
The ASEAN banking sector’s credit profile has experienced differing credit trends post the COVID-19 pandemic. Although the initial recovery in the...
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The Week That Was in ASEAN@Smarkarma - Sea Ltd & TikTok's Trouble, Astra Building EVs, and AKRA.
The Past week saw insights on Sea (SE US), Astra International (ASII IJ), AKR Corporindo (AKRA IJ), VNG (VinaGame) (VNG US) IPO, and Metro Pacific...
659 Views
Pairs Monitor: Are Correlations Converging to 1?
Give long inflation hedge pairs the benefit of the doubt. In all likelihood, they are being sold along with other equity positions in a panic...
524 Views
The Canaries in the Bifurcated Market Coalmine
Intermediate technical indicators remain bearish but survey-based sentiment indicates crowded short conditions. Stay cautious as long as our pairs...
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Achieving Stable Alpha in a Chaotic Bear Market
It is with a chaotic bearish environment in mind that we suggest pairs trading as a more risk-controlled way of finding better returns.
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