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

S&P/​​​​​​ASX Quiddity Leaderboard Dec 22: Couple of High-Impact Intra-Review Changes Possible

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!

S&P/​​​​​​​ASX Quiddity Leaderboard Sep 2022: Potential Last Minute Surprises

S&P/​​​​​​ASX Quiddity Leaderboard Sep 2022: Potential ADDs Could Outperform Potential DELs

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

Charter Hall Social Infrastructure REIT / Event-Driven

Charter Hall Social Infrastructure REIT (CQE AU)

<ul>
<li>The index changes for the S&amp;P ASX Index family for the September 2022 Rebalance were announced after the close on Friday.</li>
<li>There will be one change for the ASX 100 index and 8 changes for the ASX 200 Index. The ASX 300 Index will have 16 ADDs and 12 DELs.</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 September 2022 Rebalance were announced after the close on Friday.
There will be one change for the ASX 100 index and 8 changes for the ASX 200 Index. The ASX 300 Index will have 16 ADDs and 12 DELs.
In this insight, we take a closer look at our expectations for index flows and potential trading ideas.


S&P ASX Sep 22 Rebal: Decent Impacts but Avoid Short Buildup