Chart based progressive global trading strategies, Chart Partners

Thomas Schroeder

Chart based progressive global trading strategies

Chart Partners

Chart Partners objective is to discover medium-term cycle turns and profit opportunities before they unfold, within structural trends while preserving capital with clear degrees of risk. We have real return ideas. 

Markets are dynamic and trading systems must reflect this. It is crucial to determine underlying correlations and lead-lag relationships within global markets and the impact on linked instruments. Our weekly Chartonics product gives you short-term trading strategies that can be applied within the medium and longer term macro trends that are mapped out in our strategy updates. 

Our methodology fuses global market variables and isolates drivers in trends. We specialize in FX, index trade in NY and Asia with a focus on Asian stocks. 

Technical Analysis

ASX buy support has been met but adjusting lower post bounce. Pivotal support rests at 7,250 with rally objectives at 7,540 and 7,750 in Q4. Nifty banks (underperforming) stand out as the short set up into a Nifty frothy zone.Key input into ASX support hinges on the SPX view of a pullback in September.Nifty dip and rally into a new high is expected to see the bank rise run out of steam early and turn/top ahead of the Nifty.

ASX buy support has been met but adjusting lower post bounce. Pivotal support rests at 7,250 with rally objectives at 7,540 and 7,750 in Q4. Nifty banks (underperforming) stand out as the short set up into a Nifty frothy zone.Key input into ASX support hinges on the SPX view of a pullback in September.Nifty dip and rally into a new high is expected to see the bank rise run out of steam early and turn/top ahead of the Nifty. 

Derivatives and Quantitative Strategist

Gaudenz Schneider

Equity Bottom-Up

<ul>
<li>
Context: The <a href="https://www.smartkarma.com/entities/kotak-mahindra-bank-ltd" target="_blank" data-smartkarma-citation="entities:126:1" rel="noopener">Kotak Mahindra Bank (KMB IN)</a> vs. <a href="https://www.smartkarma.com/entities/icici-bank-ltd" target="_blank" data-smartkarma-citation="entities:547:1" rel="noopener">ICICI Bank (ICICIBC IN)</a> price ratio has deviated two standard deviations from its one-year average, presenting a potential relative value opportunity.</li>
<li>
Highlight: Going long <a href="https://www.smartkarma.com/entities/kotak-mahindra-bank-ltd" target="_blank" data-smartkarma-citation="entities:126:1" rel="noopener">Kotak Mahindra Bank (KMB IN)</a> and short <a href="https://www.smartkarma.com/entities/icici-bank-ltd" target="_blank" data-smartkarma-citation="entities:547:1" rel="noopener">ICICI Bank (ICICIBC IN)</a>  targets a 5% return.</li>
<li>
Why Read: Essential for quantitative traders seeking mean-reversion opportunities, with detailed execution framework, risk management protocols, and historical simulation showing the statistical basis for this relative value play.</li>
</ul>



Context: The Kotak Mahindra Bank (KMB IN) vs. ICICI Bank (ICICIBC IN) price ratio has deviated two standard deviations from its one-year average, presenting a potential relative value opportunity.

Highlight: Going long Kotak Mahindra Bank (KMB IN) and short ICICI Bank (ICICIBC IN)  targets a 5% return.

Why Read: Essential for quantitative traders seeking mean-reversion opportunities, with detailed execution framework, risk management protocols, and historical simulation showing the statistical basis for this relative value play.


Kotak Mahindra Bank (KMB IN) Vs ICICI Bank (ICICIBC IN): Pair Trade Ahead of Earnings

<ul>
<li>
Context: This Insight follows up on previously highlighted relative value opportunities, using a statistical methodology based on mean-reversion to identify opportunities in paired securities.</li>
<li>
Highlights: Currently 14 pair trade opportunities persist across six markets and nine sectors.</li>
<li>
Why read: Statistical analysis offers a unique perspective on relative value. Gain insights into actionable statistical pair trade opportunities and monitor performance of previously highlighted pairs.</li>
</ul>



Context: This Insight follows up on previously highlighted relative value opportunities, using a statistical methodology based on mean-reversion to identify opportunities in paired securities.

Highlights: Currently 14 pair trade opportunities persist across six markets and nine sectors.

Why read: Statistical analysis offers a unique perspective on relative value. Gain insights into actionable statistical pair trade opportunities and monitor performance of previously highlighted pairs.


Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (13 Jul 2026)

<ul>
<li>
Context: The <a href="https://www.smartkarma.com/entities/bajaj-finance-ltd" target="_blank" data-smartkarma-citation="entities:8950:1" rel="noopener">Bajaj Finance (BAF IN)</a> vs. <a href="https://www.smartkarma.com/entities/kotak-mahindra-bank-ltd" target="_blank" data-smartkarma-citation="entities:126:1" rel="noopener">Kotak Mahindra Bank (KMB IN)</a> price ratio has deviated more than two standard deviations from its one-year average, presenting a potential relative value opportunity.</li>
<li>
Highlight: Going long <a href="https://www.smartkarma.com/entities/kotak-mahindra-bank-ltd" target="_blank" data-smartkarma-citation="entities:126:1" rel="noopener">Kotak Mahindra Bank (KMB IN)</a> and short <a href="https://www.smartkarma.com/entities/bajaj-finance-ltd" target="_blank" data-smartkarma-citation="entities:8950:1" rel="noopener">Bajaj Finance (BAF IN)</a> targets a 5% return.</li>
<li>
Why Read: Essential for quantitative traders seeking mean-reversion opportunities, with detailed execution framework, risk management protocols, and historical simulation showing the statistical basis for this relative value play.</li>
</ul>



Context: The Bajaj Finance (BAF IN) vs. Kotak Mahindra Bank (KMB IN) price ratio has deviated more than two standard deviations from its one-year average, presenting a potential relative value opportunity.

Highlight: Going long Kotak Mahindra Bank (KMB IN) and short Bajaj Finance (BAF IN) targets a 5% return.

Why Read: Essential for quantitative traders seeking mean-reversion opportunities, with detailed execution framework, risk management protocols, and historical simulation showing the statistical basis for this relative value play.


Kotak Mahindra Bank (KMB IN) Vs Bajaj Finance (BAF IN): Pair Trade with a Valuation Edge

<ul>
<li>
Context: The <a href="https://www.smartkarma.com/entities/idfc-first-bank-limited" target="_blank" data-smartkarma-citation="entities:26934:1" rel="noopener">IDFC First Bank (IDFCFB IN)</a> vs. <a href="https://www.smartkarma.com/entities/punjab-national-bank" target="_blank" data-smartkarma-citation="entities:542:1" rel="noopener">Punjab National Bank (PNB IN)</a> ratio has deviated more than two standard deviations from its one-year average, presenting a relative value opportunity.</li>
<li>
Highlight: Going long <a href="https://www.smartkarma.com/entities/punjab-national-bank" target="_blank" data-smartkarma-citation="entities:542:1" rel="noopener">Punjab National Bank (PNB IN)</a> and short <a href="https://www.smartkarma.com/entities/idfc-first-bank-limited" target="_blank" data-smartkarma-citation="entities:26934:1" rel="noopener">IDFC First Bank (IDFCFB IN)</a> targets a 6% return.</li>
<li>
Why Read: Essential for quantitative traders seeking mean-reversion opportunities, with detailed execution framework, risk management protocols, and historical simulation showing the statistical basis for this relative value play.</li>
</ul>



Context: The IDFC First Bank (IDFCFB IN) vs. Punjab National Bank (PNB IN) ratio has deviated more than two standard deviations from its one-year average, presenting a relative value opportunity.

Highlight: Going long Punjab National Bank (PNB IN) and short IDFC First Bank (IDFCFB IN) targets a 6% return.

Why Read: Essential for quantitative traders seeking mean-reversion opportunities, with detailed execution framework, risk management protocols, and historical simulation showing the statistical basis for this relative value play.


Punjab National Bank (PNB IN) Vs IDFC First Bank (IDFCFB IN): Proven Pair Trade Opens Again

India

Nifty Bank Index is a free-float capitalization-weighted index comprised of the most liquid and large capitalized Indian Banking stocks. The index will have 12 stocks from the banking sector, which trade on the National Stock Exchange. The index was developed with a base value of 1000 as of January 1, 2000.

NSE Nifty Bank Index (NSEBANK INDEX EQUITY)

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

NSE Nifty Bank Index (NSEBANK INDEX EQUITY)

ASX Long and Nifty Bank Short

ASX buy support has been met, adjusting lower post bounce. 7,250 support with rally targets at 7,540 and 7,750. Nifty banks (underperforming) stand...

Thomas Schroeder

Kotak Mahindra Bank (KMB IN) Vs ICICI Bank (ICICIBC IN): Pair Trade Ahead of Earnings

5% target return as a new statistical pair trade emerges ahead of earnings. A conservative approach is to reassess the setup once both...

Gaudenz Schneider

Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (13 Jul 2026)

Discover 14 pair trade opportunities across six markets and nine sectors using statistical mean-reversion methodology for actionable insights.

Gaudenz Schneider

Kotak Mahindra Bank (KMB IN) Vs Bajaj Finance (BAF IN): Pair Trade with a Valuation Edge

5% target return as a statistical pair trade is reinforced by supportive valuation metrics. Essential for quantitative traders seeking mean...

Gaudenz Schneider

Punjab National Bank (PNB IN) Vs IDFC First Bank (IDFCFB IN): Proven Pair Trade Opens Again

6% target return supported by relative valuation as a proven Indian bank pair signals another mean-reversion opportunity. Essential for...

Gaudenz Schneider

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

ASX Long and Nifty Bank Short

ASX buy support has been met, adjusting lower post bounce. 7,250 support with rally targets at 7,540 and 7,750. Nifty banks (underperforming) stand...

Thomas Schroeder

Kotak Mahindra Bank (KMB IN) Vs ICICI Bank (ICICIBC IN): Pair Trade Ahead of Earnings

5% target return as a new statistical pair trade emerges ahead of earnings. A conservative approach is to reassess the setup once both...

Gaudenz Schneider

Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (13 Jul 2026)

​Discover 14 pair trade opportunities across six markets and nine sectors using statistical mean-reversion methodology for actionable insights.

Gaudenz Schneider

Kotak Mahindra Bank (KMB IN) Vs Bajaj Finance (BAF IN): Pair Trade with a Valuation Edge

5% target return as a statistical pair trade is reinforced by supportive valuation metrics. Essential for quantitative traders seeking mean...

Gaudenz Schneider

Punjab National Bank (PNB IN) Vs IDFC First Bank (IDFCFB IN): Proven Pair Trade Opens Again

6% target return supported by relative valuation as a proven Indian bank pair signals another mean-reversion opportunity. Essential for...

Gaudenz Schneider

Discover 14 pair trade opportunities across six markets and nine sectors using statistical mean-reversion methodology for actionable insights.