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Oriental Land

A Pair Trade Basket Of Korean Consumer/Leisure Stocks (Long) And Japanese Names (Short)

309 Views24 Nov 2025 22:13
In this insight, we discuss a pair trade involving a basket of Korean consumer stocks (long) and  a basket of Japanese consumer stocks (short) over the next 3-6 months.
What is covered in the Full Insight:
  • Introduction to the Pair Trade Strategy
  • Overview of Long Basket: Korean Consumer Stocks
  • Analysis of Short Basket: Japanese Consumer Stocks
  • Impact of Political Tensions on Tourism and Stocks
  • Conclusion and Expected Outcomes
SUMMARY
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