Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

HK Type 4 license through Ballingal Investment Advisors Ltd. ("BIA" or "BIAL")

BACKGROUND
I have 20+yrs experience in Asia doing alternative strategies (i.e. non-delta1 non long-only) in fixed income, equity derivatives, and activist/catalyst/event-driven and long-short equity strategies with most of that time spent managing money. 

4 years in fixed income macro, 8 years running internal hedge fund and 4yrs investment banking at Citi in Japan, 3 years running an Asia multi-strat portfolio at a hedge fund, 4+yrs as an independent special situations analyst.

Pan-Asia Catalysts/Events

Daihatsu Diesel (6023) Buyback Tender Results Signal Overhang and Opportunity

Yangzijiang Shipbuilding (YZJSGD SP) Rolls Over As The US Seeks To Curb China's Shipping Dominance

Quiddity Advisors

Event-Driven

<ul>
<li>The USTR issued a Section 301 report in January 2025. The report suggests China has tried to achieve dominance in global shipping, to the detriment of US commerce.</li>
<li>The report is flawed, in data (it somehow manages to make up data which is otherwise available from MARAD), analytics, and conclusions, but the Trump administration has run with it.</li>
<li>In February, the USTR announced "Proposed Actions" - fees for Chinese liners and international liners with Chinese ships, and restrictions on future exports. US users lose. And there are loopholes.</li>
</ul>


The USTR issued a Section 301 report in January 2025. The report suggests China has tried to achieve dominance in global shipping, to the detriment of US commerce.
The report is flawed, in data (it somehow manages to make up data which is otherwise available from MARAD), analytics, and conclusions, but the Trump administration has run with it.
In February, the USTR announced "Proposed Actions" - fees for Chinese liners and international liners with Chinese ships, and restrictions on future exports. US users lose. And there are loopholes.


The USTR's New "Proposed Actions" For Section 301 Investigation on China's Maritime/Shipping Sectors

Mitsui O.S.K. Lines

The USTR's New "Proposed Actions" For Section 301 Investigation on China's Maritime/Shipping Sectors