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 STAR 50/100 Sep 24 Rebalance: 100% Hit Rate; US$1bn+ One-Way Flows

Quiddity Leaderboard ES50 Sep 24: DSM Addition Unlikely; Engie Could Replace Kering (US$1bn+ Flows)

Quiddity Leaderboard F100/​​​250 Sep 24: High-Impact F250 Potential ADDs Could Outperform the Index

Quiddity NIFTY Sep 24 Rebal: US$647mn One-Way Capping for NIFTY Next 50; All Changes Were Predicted

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 our final expectations for ADDs/DELs for the F100 and F250 indices during the September 2024 index rebal event.</li>
<li>Yesterday (3rd September) was the base date for this rebalance event and the index changes will be confirmed after market close today.</li>
<li>We see one change for F100 and one change for F250 during the regular rebalance but there could be another change triggered by the Network International (NETW LN) deal completion.</li>
</ul>


In this insight, we take a look at our final expectations for ADDs/DELs for the F100 and F250 indices during the September 2024 index rebal event.
Yesterday (3rd September) was the base date for this rebalance event and the index changes will be confirmed after market close today.
We see one change for F100 and one change for F250 during the regular rebalance but there could be another change triggered by the Network International (NETW LN) deal completion.


Quiddity Leaderboard F100/​​​250 Sep 24: Announcement Day; Final Expectations

Raspberry Pi

Quiddity Leaderboard F100/250 Sep 24: Announcement Day; Final Expectations

Raspberry Pi

Quiddity Leaderboard F100/​​​250 Sep 24: Announcement Day; Final Expectations

Quiddity Leaderboard F100/250 Sep 24: Announcement Day; Final Expectations