Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

HK Type 4 license through Ballingal Investment Advisors Ltd. ("BIA" or "BIAL")

BACKGROUND
I have 20+yrs experience in Asia doing alternative strategies (i.e. non-delta1 non long-only) in fixed income, equity derivatives, and activist/catalyst/event-driven and long-short equity strategies with most of that time spent managing money. 

4 years in fixed income macro, 8 years running internal hedge fund and 4yrs investment banking at Citi in Japan, 3 years running an Asia multi-strat portfolio at a hedge fund, 4+yrs as an independent special situations analyst.

Pan-Asia Catalysts/Events

Hang Seng Indices (HSI, HSCEI, HS Tech) Recapping the Recaps - A Bit More To Trade

Quiddity HSCEI Dec 23 Rebalance: Zhongsheng Vs China Grand Pair Interesting if Deletion Is Confirmed

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Quiddity Advisors

Event-Driven

<ul>
<li>The HSCEI Review for December 2023 was announced on Friday 17 November. </li>
<li>There were no ADDs and no DELETEs, which was a bit of a surprise.</li>
<li>There is about 2.8% one-way to trade. Alibaba (ADR) (BABA US) is a sell across all three major indices.</li>
</ul>


The HSCEI Review for December 2023 was announced on Friday 17 November. 
There were no ADDs and no DELETEs, which was a bit of a surprise.
There is about 2.8% one-way to trade. Alibaba (ADR) (BABA US) is a sell across all three major indices.


HSCEI Dec23 Index Review/​Flows - NO ADDs, No DELETEs; ~2.5% One Way

Alibaba Group Holding

HSCEI Dec23 Index Review/Flows - NO ADDs, No DELETEs; ~2.5% One Way

Alibaba Group Holding

HSCEI Dec23 Index Review/​Flows - NO ADDs, No DELETEs; ~2.5% One Way

HSCEI Dec23 Index Review/Flows - NO ADDs, No DELETEs; ~2.5% One Way