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 Leaderboard F100/​​​250 Dec 23: CAB Payments Could Be Deleted from F250

Quiddity Leaderboard F100/​​​250 Dec 23: Final Expectations; Two Trading Days for Announcement

Quiddity ASX Dec 23 Index Rebal: Beware of Pre-Positioning

TOPIX Inclusions: Who Is Ready (Nov 2023)

Origin: Brookfield Bumps. AustralianSuper Say Meh.

Quiddity Leaderboard ASX Dec 23: InvoCare, Origin Energy, New Crest, Allkem, and More

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

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<ul>
<li>In this insight, we take a look at the potential index changes for ASX 200, 100, 50, and 20 in the run up to the December 2023 Rebalance.</li>
<li>There are only five more working days left in the 6-month reference period for the December 2023 rebalance event. </li>
<li>The expectations presented in this insight are my final expectations for December 2023.</li>
</ul>


In this insight, we take a look at the potential index changes for ASX 200, 100, 50, and 20 in the run up to the December 2023 Rebalance.
There are only five more working days left in the 6-month reference period for the December 2023 rebalance event. 
The expectations presented in this insight are my final expectations for December 2023.


Growthpoint Properties Australia (GOZ AU)

Quiddity Leaderboard ASX Dec 23: Three ASX 200 Changes + Origin Energy Question Mark

Boss Energy

Quiddity Leaderboard ASX Dec 23: Three ASX 200 Changes + Origin Energy Question Mark