Softbank Group

TOPIX-Nikkei Skew Trade Looking Increasingly Juicy

Event-Driven
352 Views, 06 Jan 2022 12:59
EXECUTIVE SUMMARY
  • Our suggested TOPIX-Nikkei skew trade continues to grind out positive returns with relatively low volatility. 
  • With Nikkei starting to noticeably underperform over the last few days we believe faster outperformance could be ahead. 
  • In particular we believe two of the worst performing legs here could start to contribute.
detail (3-minute read)
WHAT’S TRENDING
logo
Logo
Top 5%
Mio Kato
Japan/Asia Long-Short
LightStream Research
JapanEquity Bottom-UpEquity Capital Markets

Over 15 years analysing Japanese and Asian stocks from a long/short perspective I focus on cyclically driven sectors su... 

x