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

HSI Mar23 Index Review/Flows - No Changes But Flows; 100 Names a Loooong Way Off

[JD Health (6618 HK) Target Price Change]: Strong Execution but Industry Glass Ceiling Remains

Quiddity Leaderboard for Hang Seng Index Jun 23: Beigene Looks Interesting

Quiddity Primer: The Ongoing Evolution of the Hang Seng Index

Quiddity Flow Expectations HSCEI Mar 23: One Change + Caps for Meituan, Alibaba, and Tencent

Quiddity Primer for HSTECH Rebalance Events

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 the <a href="https://www.smartkarma.com/entities/hong-kong-hang-seng-index" target="_blank" data-smartkarma-citation="entities:22899:1" rel="noopener">Hang Seng Index (HSI INDEX)</a> in March 2023.</li>
<li>We believe Healthcare names could be given top priority when selecting additions for the upcoming rebalance.</li>
<li>The final index changes along with indicative capping and index weights could be published in Mid/Late-February 2023 and implemented in early-March 2023.</li>
</ul>


In this insight, we take a look at the potential index changes for the Hang Seng Index (HSI INDEX) in March 2023.
We believe Healthcare names could be given top priority when selecting additions for the upcoming rebalance.
The final index changes along with indicative capping and index weights could be published in Mid/Late-February 2023 and implemented in early-March 2023.


Shandong Weigao Group Medical Polymer Co (1066 HK)

Quiddity Leaderboard for Hang Seng Index Mar 23: Healthcare Names Could Dominate

JD Health International

Quiddity Leaderboard for Hang Seng Index Mar 23: Healthcare Names Could Dominate