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THE ARBITRAGE CURVE

Mukul Pal · July 22, 2009

alphaind230709

This might look like a learning curve, but it’s an arbitrage curve for me. Pair trading in Indian markets is an exciting experience. Even as early as 2000 I remember working on cash-futures, futures-futures arbitrate sheets on the BRIDGE TERMINAL at the 24 floor of the Bombay Stock Exchange, teaching brokers how to execute riskless strategies. If this fascination for ARBITRAGE was not enough, I ended up designing CALENDAR SPREAD strategies for brokers in ROMANIA. Now after nine years of this journey I am not surprised introducing the new Orpheus ALPHA INDIA pair trading strategy product. This product is based on TIME ARBITRAGE.

The signals are carried over three different time frames viz. sub minor (2-3 days), minor (10-30 days) and intermediate (above 30 days). This is a daily signal product. In the debut product we are carrying backtested results from three pairs (CNXIT-NIFTY, CNXIT-NSEBANK, RIL-ONGC). The signals will be illustrated through a BINARY CHART (SLIDE1). A positive 1 will initiate an open pair position and 0 will be a signal to close. We will also be carrying a live performance portfolio tracker.

Despite the fact that the time triads isolate real performance between closely or losely linked pairs, the backtested results illustrate here should be judged critically. The respective results are not adjusted for brokerage fees, bid-ask spreads, slippage and other execution related costs. Conservatively putting we are targeting 30% annualised spot returns. Alpha can be used by fund managers for relative allocations, traders for leverage bets and high net worth clients for selective trades.

Performance between assets are cyclical and ordered. In continuation of our work on TIME TRIADS and Econohistory, we introduce ALPHA INDIA. This is a trending product which carries signal based on performance cycles of Indian market pairs. This is a part of the time triads analytics developed by Orpheus Research. We are also working on some anticipatory products linked with time projection, which will extend our analytics based offer.

Please feel free to mail us for any clarifications.

Enjoy the latest ALPHA.IND
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*This is a strategy product. Long Short strategies are not riskless strategies. Please mail us for a detailed working or consult a local financial risk manager to execute these pairs. For more details please subscribe to the ECONOHISTORY research products.

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