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 ChiNext/ChiNext 50 Dec 24 Results: ~80% Hit Rate; US$1bn+ One-Way Flows

Quiddity CSI National Defense Dec 24 Results: Seven Changes; US$124mn One-Way

Quiddity Leaderboard F100/F250 Dec 24: Final Trading Day; Announcement Tomorrow!

Quiddity CSI 300/​​500 Dec 24 Results: ~90% Hit Rate; Positive Start for the Trade

Quiddity Leaderboard TDIV Dec 24: Final Expectations; US$1.68bn One-Way; +17% Gain from Last Trade

Quiddity Leaderboard T50/​​​100 Dec 24:  TDIV Exp ADD/DEL In the Money; Strong Trade Performance

Quiddity JPX-Nikkei 400 Rebal 2025: End-Nov 2024 Ranks

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

Yang Ming Marine Transport / Event-Driven

<ul>
<li>In this insight, we take look at Quiddity's expectations for index changes and capping flows for the TDIV Index for the December 2024 index rebal event.</li>
<li>The base date for the December 2024 review was 25th November 2024. <em><strong>However, after the base date, the index selection methodology has been changed.</strong></em>
</li>
<li>As a result, we are revising our expectations for index changes and flow expectations.</li>
</ul>


In this insight, we take look at Quiddity's expectations for index changes and capping flows for the TDIV Index for the December 2024 index rebal event.
The base date for the December 2024 review was 25th November 2024. However, after the base date, the index selection methodology has been changed.

As a result, we are revising our expectations for index changes and flow expectations.


Hua Nan Financial Holdings Co Ltd. (2880 TT)

Quiddity Leaderboard TDIV Dec 24: Late Changes to Methodology; New Flow Expectations