In today’s briefing:
- Curator’s Cut: Arbs Go A-H, Copper Plays & China’s Property Pulse
- Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (1 Sep)
Curator’s Cut: Arbs Go A-H, Copper Plays & China’s Property Pulse
- Welcome to Curator’s Cut, a fortnightly roundup of standout themes from the 1,200+ Insights published over the past two weeks on Smartkarma
- In this cut, we explore A-H share trading dynamics, consider copper market dynamics and plays, and China’s bottoming/stabilizing real estate market
- Want to dig deeper? Comment or message with the themes you’d like to see highlighted next
Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (1 Sep)
- 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 four pair trade opportunities across two markets and three sectors persist.
- 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.
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