Monday, June 29, 2009

Looking for Trade Ideas




These gdp estimates are roughly inline with how stockmarkets are performing - Chinese and Indian stockmarkets are killing it at the moment, with Australia not doing so badly. One divergence that I see in the estimates is that the Japan index has been performing quite well, given it's really poor economic outlook.

I'm wondering why that is, and maybe it might be worth setting up a long ASX200 short Jap225 pair trade.