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 TDIV Mar 24: 8 Days to Sell in Bizlink

Quiddity TDIV/​50/​100 Mar 24 Rebal: Disappointing Result but Trade Successful So Far; Bail Out Now!

Quiddity Leaderboard T50/​​​100 Jun 24: TDIV Deletion Likely for Bizlink and Farglory Land

Quiddity Leaderboard CSI 300/​​500 Jun 24: SHORT CSI 300 Direct DELs Vs the Index

Quiddity Leaderboard T50/​​​100 Mar 24: Bizlink TDIV Deletion Very Close!

Quiddity Leaderboard TDIV Mar 24: Potential DEL and AUM Assumption Change to Trigger Index Flows

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 names leading the race to become ADDs/DELs for the T50 and T100 Indices for the March 2024 index rebal event.</li>
<li>I expect one change for the T50 index and two other changes for the T100 index.</li>
<li>The two T100 expected DELs are special because one could be a surprise deletion due to liquidity test failure and the other one is TDIV member with significant flow implications.</li>
</ul>


In this insight, we take a look at the names leading the race to become ADDs/DELs for the T50 and T100 Indices for the March 2024 index rebal event.
I expect one change for the T50 index and two other changes for the T100 index.
The two T100 expected DELs are special because one could be a surprise deletion due to liquidity test failure and the other one is TDIV member with significant flow implications.


Quiddity Leaderboard T50/​​​100 Mar 24: Bizlink TDIV DEL; Foxtron's Futile Rally; One More Surprise

Bizlink Holding

Quiddity Leaderboard T50/100 Mar 24: Bizlink TDIV DEL; Foxtron's Futile Rally; One More Surprise

Bizlink Holding

Quiddity Leaderboard T50/​​​100 Mar 24: Bizlink TDIV DEL; Foxtron's Futile Rally; One More Surprise

Quiddity Leaderboard T50/100 Mar 24: Bizlink TDIV DEL; Foxtron's Futile Rally; One More Surprise