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

Monadelphous (MND AU) Is The S&P ASX 200 ADD - There's a Trade Here

S&P/​​​​​​​​ASX Quiddity Leaderboard Mar 23: Index Changes Galore

PEXA (PXA) Replaces Pendal (PDL) In the S&P ASX 200, Getting into the Distro Mix

S&P/​​​​​​​ASX Quiddity Leaderboard Dec 22: Top Ranked ASX200 ADDs Look Interesting

S&P/​​​​​​​​ASX Quiddity Final Expectations Dec 22: Mostly Mining Companies, Avoid Short Buildup!

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

Pendal/Perpetual: Revised Terms As Supreme Court Orders Scheme To Proceed

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<ul>
<li>The index changes for the S&amp;P ASX Index family for the December 2022 Rebalance were announced after the close on Friday 2nd December 2022.</li>
<li>There will be one ADD/DEL for the ASX 50 index and one ADD/DEL for the ASX 200 index.</li>
<li>In this insight, we take a closer look at our expectations for index flows and potential trading ideas.</li>
</ul>


The index changes for the S&amp;P ASX Index family for the December 2022 Rebalance were announced after the close on Friday 2nd December 2022.
There will be one ADD/DEL for the ASX 50 index and one ADD/DEL for the ASX 200 index.
In this insight, we take a closer look at our expectations for index flows and potential trading ideas.


S&P ASX Dec 22 Rebalance: MND Is the Top Pick