Correlation Between Northern Lights and Matthews China

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Can any of the company-specific risk be diversified away by investing in both Northern Lights and Matthews China at the same time? Although using a correlation coefficient on its own may not help to predict future stock returns, this module helps to understand the diversifiable risk of combining Northern Lights and Matthews China into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between Northern Lights and Matthews China Discovery, you can compare the effects of market volatilities on Northern Lights and Matthews China and check how they will diversify away market risk if combined in the same portfolio for a given time horizon. You can also utilize pair trading strategies of matching a long position in Northern Lights with a short position of Matthews China. Check out your portfolio center. Please also check ongoing floating volatility patterns of Northern Lights and Matthews China.

Diversification Opportunities for Northern Lights and Matthews China

0.7
  Correlation Coefficient

Poor diversification

The 3 months correlation between Northern and Matthews is 0.7. Overlapping area represents the amount of risk that can be diversified away by holding Northern Lights and Matthews China Discovery in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Matthews China Discovery and Northern Lights is a relative statistical measure of the degree to which these equity instruments tend to move together. The correlation coefficient measures the extent to which returns on Northern Lights are associated (or correlated) with Matthews China. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Matthews China Discovery has no effect on the direction of Northern Lights i.e., Northern Lights and Matthews China go up and down completely randomly.

Pair Corralation between Northern Lights and Matthews China

Given the investment horizon of 90 days Northern Lights is expected to under-perform the Matthews China. But the etf apears to be less risky and, when comparing its historical volatility, Northern Lights is 1.34 times less risky than Matthews China. The etf trades about -0.11 of its potential returns per unit of risk. The Matthews China Discovery is currently generating about -0.03 of returns per unit of risk over similar time horizon. If you would invest  3,384  in Matthews China Discovery on September 12, 2025 and sell it today you would lose (21.00) from holding Matthews China Discovery or give up 0.62% of portfolio value over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

Northern Lights  vs.  Matthews China Discovery

 Performance 
       Timeline  
Northern Lights 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Northern Lights has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound fundamental indicators, Northern Lights is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders.
Matthews China Discovery 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Matthews China Discovery has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable technical indicators, Matthews China is not utilizing all of its potentials. The current stock price uproar, may contribute to short-horizon losses for the private investors.

Northern Lights and Matthews China Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Northern Lights and Matthews China

The main advantage of trading using opposite Northern Lights and Matthews China positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Northern Lights position performs unexpectedly, Matthews China can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Matthews China will offset losses from the drop in Matthews China's long position.
The idea behind Northern Lights and Matthews China Discovery pairs trading is to make the combined position market-neutral, meaning the overall market's direction will not affect its win or loss (or potential downside or upside). This can be achieved by designing a pairs trade with two highly correlated stocks or equities that operate in a similar space or sector, making it possible to obtain profits through simple and relatively low-risk investment.
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Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Share Portfolio module to track or share privately all of your investments from the convenience of any device.

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