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 SE600 Jun 23: Credit Suisse, Vantage Towers, and 3 Regular Changes

Quiddity Leaderboard-DAX Jun 23: SMA Solar, Hochtief, Adtran, Aroundtown

Quiddity Leaderboard SE600 Jun 23: Three ADDs/DELs Likely

Quiddity Leaderboard STOXX Europe Mar 23: 5 ADDs/DELs and Potential Downweights for EDF and VTWR

EURO STOXX 50 Quiddity Leaderboard: Two Potential ADDs with ~US$1bn Flows Each

Quiddity Leaderboard SE600 Mar 23: Linde Deletion and 6 Regular ADDs/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

<ul>
<li>The March 2023 regular rebalance index changes for the SE600 index and the EUROSTX index were announced yesterday. </li>
<li>There are 8 ADDs/DELs for the SE600 index and 5 ADDs and 2 DELs for the EUROSTX index.</li>
<li>In this insight, we take a closer look at the index flow expectations and the historical performance of SE600 and EUROSTX Rebalance events.</li>
</ul>


The March 2023 regular rebalance index changes for the SE600 index and the EUROSTX index were announced yesterday. 
There are 8 ADDs/DELs for the SE600 index and 5 ADDs and 2 DELs for the EUROSTX index.
In this insight, we take a closer look at the index flow expectations and the historical performance of SE600 and EUROSTX Rebalance events.


SE600 Mar 23 Rebal: Final Changes and Historical Performance Analysis

Alfen

SE600 Mar 23 Rebal: Final Changes and Historical Performance Analysis