Pan-Asia Index Flows & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Equity Analyst with experience in fundamental and event-driven research in Frontier and Emerging markets. 

On Smartkarma, I mainly publish insights on index flow events in the Asia-Pacific region. This includes predicting regular and intra-review index changes and estimating upcoming passive flows. I also cover special situations such as mergers & acquisitions, equity offerings, buybacks, and other corporate restructuring events.

Pan-Asia Index Flows & Special Situations

Quiddity CSI Medical Dec 24 Results: 3 Changes; All Expected; US$362mn One-Way

Quiddity CSI 300/​​500 Dec 24 Results: ~90% Hit Rate; Positive Start for the Trade

Quiddity Leaderboard TDIV Dec 24: Late Changes to Methodology; New Flow Expectations

Quiddity Leaderboard T50/​​​100 Dec 24:  TDIV Exp ADD/DEL In the Money; Strong Trade Performance

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<ul>
<li>The December 2024 index review results for the CSI National Defense Industry Index were announced after market close on Friday 29th November 2024.</li>
<li>There will be seven changes  for the CSI National Defense Industry Index. </li>
<li>In this insight, we take a look at our flow expectations for the ADDs/DELs involved in the rebalance.</li>
</ul>


The December 2024 index review results for the CSI National Defense Industry Index were announced after market close on Friday 29th November 2024.
There will be seven changes  for the CSI National Defense Industry Index. 
In this insight, we take a look at our flow expectations for the ADDs/DELs involved in the rebalance.


Aerospace Hi-Tech Holdings Grp (000901 CH)

Quiddity CSI National Defense Dec 24 Results: Seven Changes; US$124mn One-Way

Baimtec Material

Quiddity CSI National Defense Dec 24 Results: Seven Changes; US$124mn One-Way