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 for Hang Seng Index Mar 23: Healthcare Names Could Dominate

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

Major Hang Seng Indices Capping Flows Decided (HSCEI, HSI, HSTECH)

TOPIX Inclusions: Who Is Ready (Jan 2023)

Quiddity Primer for HSCEI Rebalance Events

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>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> is a blue-chip index that represents the performance of the large cap stocks listed in the Hong Kong Stock Exchange.</li>
<li>The index is undergoing some significant composition changes and the index provider currently uses a highly subjective constituent selection process which is quite challenging to decode.</li>
<li>In this insight, we take a look at Quiddity's approach to solving this Hang Seng constituent selection puzzle and the historical performance of past rebalance events.</li>
</ul>


The Hang Seng Index (HSI INDEX) is a blue-chip index that represents the performance of the large cap stocks listed in the Hong Kong Stock Exchange.
The index is undergoing some significant composition changes and the index provider currently uses a highly subjective constituent selection process which is quite challenging to decode.
In this insight, we take a look at Quiddity's approach to solving this Hang Seng constituent selection puzzle and the historical performance of past rebalance events.


Quiddity Primer: The Ongoing Evolution of the Hang Seng Index