Correlation Between Investec Emerging and Aberdeen Japan

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Can any of the company-specific risk be diversified away by investing in both Investec Emerging and Aberdeen Japan 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 Investec Emerging and Aberdeen Japan into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between Investec Emerging Markets and Aberdeen Japan Equity, you can compare the effects of market volatilities on Investec Emerging and Aberdeen Japan 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 Investec Emerging with a short position of Aberdeen Japan. Check out your portfolio center. Please also check ongoing floating volatility patterns of Investec Emerging and Aberdeen Japan.

Diversification Opportunities for Investec Emerging and Aberdeen Japan

0.81
  Correlation Coefficient

Very poor diversification

The 3 months correlation between Investec and Aberdeen is 0.81. Overlapping area represents the amount of risk that can be diversified away by holding Investec Emerging Markets and Aberdeen Japan Equity in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Aberdeen Japan Equity and Investec Emerging 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 Investec Emerging Markets are associated (or correlated) with Aberdeen Japan. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Aberdeen Japan Equity has no effect on the direction of Investec Emerging i.e., Investec Emerging and Aberdeen Japan go up and down completely randomly.

Pair Corralation between Investec Emerging and Aberdeen Japan

Assuming the 90 days horizon Investec Emerging is expected to generate 1.35 times less return on investment than Aberdeen Japan. But when comparing it to its historical volatility, Investec Emerging Markets is 1.7 times less risky than Aberdeen Japan. It trades about 0.14 of its potential returns per unit of risk. Aberdeen Japan Equity is currently generating about 0.11 of returns per unit of risk over similar time horizon. If you would invest  752.00  in Aberdeen Japan Equity on August 28, 2025 and sell it today you would earn a total of  41.00  from holding Aberdeen Japan Equity or generate 5.45% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthStrong
Accuracy53.97%
ValuesDaily Returns

Investec Emerging Markets  vs.  Aberdeen Japan Equity

 Performance 
       Timeline  
Investec Emerging Markets 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Investec Emerging Markets are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Investec Emerging may actually be approaching a critical reversion point that can send shares even higher in December 2025.
Aberdeen Japan Equity 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Over the last 90 days Aberdeen Japan Equity has generated negative risk-adjusted returns adding no value to fund investors. Even with relatively weak technical and fundamental indicators, Aberdeen Japan may actually be approaching a critical reversion point that can send shares even higher in December 2025.

Investec Emerging and Aberdeen Japan Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Investec Emerging and Aberdeen Japan

The main advantage of trading using opposite Investec Emerging and Aberdeen Japan positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Investec Emerging position performs unexpectedly, Aberdeen Japan 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 Aberdeen Japan will offset losses from the drop in Aberdeen Japan's long position.
The idea behind Investec Emerging Markets and Aberdeen Japan Equity 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.
Check out your portfolio center.
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 Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.

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