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

HSCEI Sep24 Rebal - Two ADDs, Two DELETEs, Two Surprises, Middling Flows

Hang Seng, HSCEI, HSTECH Sep24 Rebal Final Capping Flows

Quiddity Leaderboard HSCEI Dec 24: Time for a LONG-SHORT Trade

TOPIX Inclusions: Who Is Ready (August 2024)

Quiddity Leaderboard HSCEI Sep 24: Final Ranks and Updated Flow Expectations

Quiddity Leaderboard HSTECH Sep 24: Reference Period Over; One Change Likely; US$733mn One-Way

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

Quiddity Leaderboard STAR 50 Sep 24: Final Ranks; Some Question Marks over Ninebot Re-Inclusion

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

PICC Property & Casualty H / Event-Driven

<ul>
<li>The HSCEI serves as a benchmark to reflect the overall performance of the top 50 "Mainland China" securities listed in Hong Kong.</li>
<li>The index changes and indicative weights for the September 2024 index rebal event is expected to be announced after market close on Friday 16th August 2024.</li>
<li>In this insight, we take a look at our latest expectations for capping flows based on current prices.</li>
</ul>


The HSCEI serves as a benchmark to reflect the overall performance of the top 50 "Mainland China" securities listed in Hong Kong.
The index changes and indicative weights for the September 2024 index rebal event is expected to be announced after market close on Friday 16th August 2024.
In this insight, we take a look at our latest expectations for capping flows based on current prices.


Quiddity Leaderboard HSCEI Sep 24: Announcement Soon; Updated Flow Expectations and Trade Idea