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

JAPAN FLOW III:  The Mechanics of BOJ Buying

JAPAN FLOW II:  Just What ETFs Does the BOJ Buy? Could We See an April2000-Style Nikkei 225 Rebal?

Thematic (Sector/Industry)

Japan Consumer discretionary / Thematic (Sector/Industry)

<p>This is the latest in a series of JAPAN FLOW regarding historical, recent, and forward flow dynamics of Japan equities.</p><p>The series to date is:</p><table class="table table-striped"><tbody>
<tr>
<td><strong>Date</strong></td>
<td><strong>Number</strong></td>
<td><strong>Title</strong></td>
</tr>
<tr>
<td>4-Aug-16</td>
<td>Japan Flow I</td>
<td><a href="https://www.smartkarma.com/insights/japan-flow-i-the-boj-s-new-etf-buying" target="_blank">The BOJ's New ETF Buying</a></td>
</tr>
<tr>
<td>12-Aug-16</td>
<td>Japan Flow II</td>
<td><a href="https://www.smartkarma.com/insights/japan-flow-ii-just-what-etfs-does-the-boj-buy-could-we-see-an-april2000-style-nikkei-225-rebal" target="_blank">Just What ETFs Does the BOJ Buy? Could We See an April2000-Style Nikkei 225 Rebal?</a></td>
</tr>
<tr>
<td>20-Aug-16</td>
<td>Japan Flow III</td>
<td><a href="https://www.smartkarma.com/insights/japan-flow-iii-the-mechanics-of-boj-buying" target="_blank">The Mechanics of BOJ Buying</a></td>
</tr>
</tbody></table><p>This new one discusses investor class flow dynamics, cycles, and trends and pressures going forward.</p><p>The TSE (now JPX) historically releases the…</p>

This is the latest in a series of JAPAN FLOW regarding historical, recent, and forward flow dynamics of Japan equities.The series to date is:

Date
Number
Title


4-Aug-16
Japan Flow I
The BOJ's New ETF Buying


12-Aug-16
Japan Flow II
Just What ETFs Does the BOJ Buy? Could We See an April2000-Style Nikkei 225 Rebal?


20-Aug-16
Japan Flow III
The Mechanics of BOJ Buying

This new one discusses investor class flow dynamics, cycles, and trends and pressures going forward.The TSE (now JPX) historically releases the…

Sumitomo Mitsui Financial Group (8316 JP)

Mitsubishi UFJ Financial (MUFG) (8306 JP)

Sumitomo Mitsui Financial Group (Sponsored Adr) (SMFG US)

Sumitomo Mitsui Financial Group (Sponsored Adr)

Mitsubishi UFJ Financial (MUFG) ADR (MUFG US)

JAPAN FLOW IV:  Foreign Flows Matter, & They Have Clear Cycles