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: Potential DEL and AUM Assumption Change to Trigger Index Flows

Quiddity JPX-Nikkei 400 Rebal 2024: End-Jan 2024

TOPIX Inclusions: Who Is Ready (Feb 2024)

Quiddity Leaderboard TDIV Dec 23: US$1.36bn One-Way, 20%+ Turnover, 2 Weeks to Announcement

Quiddity TDIV/​50/​100 Dec 23 Rebal: Inflow Names Could Outperform Outflow Names

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

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

Foxtron Vehicle Technologies / 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>One of the T100 changes also has implications for the TDIV index flows in March 2024.</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.
One of the T100 changes also has implications for the TDIV index flows in March 2024.


Quiddity Leaderboard T50/​​​100 Mar 24: Bizlink TDIV Deletion in the Money!

Foxtron Vehicle Technologies

Quiddity Leaderboard T50/​​​100 Mar 24: Bizlink TDIV Deletion in the Money!

Quiddity Leaderboard T50/100 Mar 24: Bizlink TDIV Deletion in the Money!