Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Periscope Analytics

Periscope Analytics focuses on event-driven trades across Asia Pacific and provides comprehensive, timely and systematic coverage of index changes to major Asia Pacific indices in a structured manner.

The analysis includes forecasted inclusions and exclusions to all major Asian indices that have significant amount of tracking assets, including estimates of passive buy/sell flow on the stocks. The service also provides commentary and impact of market consultations, ground rule changes, and other events (IPOs, spin-offs, M&A) that could lead to index changes and passive flow.

Periscope Analytics works with multi-strategy hedge funds, proprietary trading firms, stat arb trading groups and long-only investors that invest and trade in the Asia Pacific region with the data being used to trade index rebalances, avoid pre-positioning and passive flow, and to time entry into and exit from stocks.

Event-Driven Trades Across Asia Pacific

Event-Driven

<ul>
<li>With a substantial part of the review period complete, there could potentially be 7 changes for the <a href="https://www.smartkarma.com/entities/nse-nifty-next-50-index" target="_blank" data-smartkarma-citation="entities:36053:1" rel="noopener">NSE Nifty Next 50 Index (NIFTYJR INDEX)</a> in September.</li>
<li>Estimated one-way turnover is 17.7% resulting in a one-way trade of INR 47.2bn (US$566m). 8 stocks will have over 1x ADV to trade from passive trackers.</li>
<li>There are a bunch of stocks that are potential migrations between Mid Cap and Large Cap segments in the AMFI Classification system and there will be flows from active managers.</li>
</ul>


With a substantial part of the review period complete, there could potentially be 7 changes for the NSE Nifty Next 50 Index (NIFTYJR INDEX) in September.
Estimated one-way turnover is 17.7% resulting in a one-way trade of INR 47.2bn (US$566m). 8 stocks will have over 1x ADV to trade from passive trackers.
There are a bunch of stocks that are potential migrations between Mid Cap and Large Cap segments in the AMFI Classification system and there will be flows from active managers.


NIFTY NEXT50 Index Rebalance Preview: Active Meets Passive

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>Overall, the surge in CAPEX in India reflects a positive outlook for the economy, with investments in infrastructure and emerging sectors driving growth and innovation.  come.</li>
<li>The strong balance sheet of companies and healthy tax collections further support this trend, indicating a sustainable path towards economic development. </li>
<li>As CAPEX continues to rise and investments in key sectors increase, India is poised for continued growth and prosperity in the years to</li>
</ul>


Overall, the surge in CAPEX in India reflects a positive outlook for the economy, with investments in infrastructure and emerging sectors driving growth and innovation.  come.
The strong balance sheet of companies and healthy tax collections further support this trend, indicating a sustainable path towards economic development. 
As CAPEX continues to rise and investments in key sectors increase, India is poised for continued growth and prosperity in the years to


Thematic Report: Capex Fueling Economic Growth and Development

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

<ul>
<li>The Indian market saw correction due to a lower mandate for the ruling government in the current elections hinting towards moderate policy-level reforms. </li>
<li>Election outcome is having impact on ruling government's various agendas and reforms.</li>
<li>Historical trends suggest this crisis creates opportunities for long term investing</li>
</ul>


The Indian market saw correction due to a lower mandate for the ruling government in the current elections hinting towards moderate policy-level reforms. 
Election outcome is having impact on ruling government's various agendas and reforms.
Historical trends suggest this crisis creates opportunities for long term investing


Thematic: India Elections and Crisis Investing

<ul>
<li>JSW launches coated steel product to substitute imports which has market of INR 2200 crore</li>
<li>Adani may tie up with Japan for renewable energy post-meeting between officials</li>
<li>FII short position highest before election results; India Q4 GDP beat analyst estimates</li>
</ul>


JSW launches coated steel product to substitute imports which has market of INR 2200 crore
Adani may tie up with Japan for renewable energy post-meeting between officials
FII short position highest before election results; India Q4 GDP beat analyst estimates


#5 India Insights: JSW Steel New Product, Adani-Japan May Tie Up, FII Shorts, India GDP

<ul>
<li>S&amp;P Upgrades India's Outlook: Positive Signals for the Indian Economy</li>
<li>Jio Financial Services Launches 'JioFinance' App: A Leap Towards Digital Financial Inclusion</li>
<li>Adani Green ambitions are running short says global analyst; raising concern on capital and returns</li>
</ul>


S&amp;P Upgrades India's Outlook: Positive Signals for the Indian Economy
Jio Financial Services Launches 'JioFinance' App: A Leap Towards Digital Financial Inclusion
Adani Green ambitions are running short says global analyst; raising concern on capital and returns


#4 India Insight: India Gets S&P Upgrade, Adani Green Ambition Creates Doubt, Jio App Launch

India

The NIFTY 50 index is National Stock Exchange of India's benchmark stock market index for Indian equity market. Nifty is owned and managed by India Index Services and Products (IISL), which is a wholly owned subsidiary of the NSE Strategic Investment Corporation Limited.

NIFTY Index (NIFTY INDEX)

NIFTY NEXT50 Index Rebalance Preview: Active Meets Passive

There could be 7 changes for the NIFTY NEXT50 in Sep. 2 of those changes are migrations to/from the NIFTY50. There are stocks that will have flows...

Brian Freitas

Thematic Report: Capex Fueling Economic Growth and Development

India's increasing CAPEX signals a positive economic outlook, supported by strong balance sheets and healthy tax collections. Continued growth and...

Sudarshan Bhandari

Thematic: India Elections and Crisis Investing

Indian market correction post-elections signals potential for moderate policy reforms, impacting ruling government's agendas. Historical trends...

Nimish Maheshwari

#5 India Insights: JSW Steel New Product, Adani-Japan May Tie Up, FII Shorts, India GDP

India Insights : JSW introduces coated steel product to reduce imports, Adani considers partnership with Japan for renewable energy, FII short...

Sudarshan Bhandari

#4 India Insight: India Gets S&P Upgrade, Adani Green Ambition Creates Doubt, Jio App Launch

India Inisght : S&P upgrades India's outlook, JioFinance app launched for digital financial inclusion, concerns raised over Adani Green's ambitions.

Sudarshan Bhandari

NIFTY NEXT50 Index Rebalance Preview: Active Meets Passive

There could be 7 changes for the NIFTY NEXT50 in Sep. 2 of those changes are migrations to/from the NIFTY50. There are stocks that will have flows...

Brian Freitas

Thematic Report: Capex Fueling Economic Growth and Development

​India's increasing CAPEX signals a positive economic outlook, supported by strong balance sheets and healthy tax collections. Continued growth and...

Sudarshan Bhandari

Thematic: India Elections and Crisis Investing

​Indian market correction post-elections signals potential for moderate policy reforms, impacting ruling government's agendas. Historical trends...

Nimish Maheshwari

#5 India Insights: JSW Steel New Product, Adani-Japan May Tie Up, FII Shorts, India GDP

​India Insights : JSW introduces coated steel product to reduce imports, Adani considers partnership with Japan for renewable energy, FII short...

Sudarshan Bhandari

#4 India Insight: India Gets S&P Upgrade, Adani Green Ambition Creates Doubt, Jio App Launch

India Inisght : ​S&P upgrades India's outlook, JioFinance app launched for digital financial inclusion, concerns raised over Adani Green's ambitions.

Sudarshan Bhandari

India's increasing CAPEX signals a positive economic outlook, supported by strong balance sheets and healthy tax collections. Continued growth and...

Indian market correction post-elections signals potential for moderate policy reforms, impacting ruling government's agendas. Historical trends...

India Insights : JSW introduces coated steel product to reduce imports, Adani considers partnership with Japan for renewable energy, FII short...

India Inisght : S&P upgrades India's outlook, JioFinance app launched for digital financial inclusion, concerns raised over Adani Green's ambitions.