Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Periscope Analytics

Periscope Analytics focuses on event-driven trades across Asia Pacific and provides comprehensive, timely and systematic coverage of index changes to major Asia Pacific indices in a structured manner.

The analysis includes forecasted inclusions and exclusions to all major Asian indices that have significant amount of tracking assets, including estimates of passive buy/sell flow on the stocks. The service also provides commentary and impact of market consultations, ground rule changes, and other events (IPOs, spin-offs, M&A) that could lead to index changes and passive flow.

Periscope Analytics works with multi-strategy hedge funds, proprietary trading firms, stat arb trading groups and long-only investors that invest and trade in the Asia Pacific region with the data being used to trade index rebalances, avoid pre-positioning and passive flow, and to time entry into and exit from stocks.

Event-Driven Trades Across Asia Pacific

Index Rebalance

<ul>
<li>Solactive has announced the review results for the Global Lithium Index. There are two additions for the index and there will also be capping changes for some stocks.</li>
<li>Estimated one-way turnover is 26.3% and will result in a round-trip trade of US$813m. There are some stocks with over 0.5x ADV to trade.</li>
<li>The index has broken out of the secular downtrend, but investors continue to redeem units from the ETFs tracking the index.</li>
</ul>


Solactive has announced the review results for the Global Lithium Index. There are two additions for the index and there will also be capping changes for some stocks.
Estimated one-way turnover is 26.3% and will result in a round-trip trade of US$813m. There are some stocks with over 0.5x ADV to trade.
The index has broken out of the secular downtrend, but investors continue to redeem units from the ETFs tracking the index.


Solactive Global Lithium Index Rebalance: Two Adds and Capping Changes

Asia L/S Equity PM/Macro/Thematic Idea Generation

Rikki Malik

Commodities

<ul>
<li>A review of recent events/data impacting our investment themes and outlook</li>
<li>Negotiations between the US and China are not going well, to say the least!</li>
<li>We review the short-term outlook for some of the sectors we focus on.</li>
</ul>


A review of recent events/data impacting our investment themes and outlook
Negotiations between the US and China are not going well, to say the least!
We review the short-term outlook for some of the sectors we focus on.


OV #37 – From Chips to Ships: Markets Rattle as Trade War Escalates

<ul>
<li>How have our major investment themes performed so far in 2025?</li>
<li>Review of the performance of the major markets and asset classes we focus on</li>
<li>We revisit our outlook for each of those asset classes for Q4 25</li>
</ul>


How have our major investment themes performed so far in 2025?
Review of the performance of the major markets and asset classes we focus on
We revisit our outlook for each of those asset classes for Q4 25


<ul>
<li>A review of recent events/data impacting our investment themes and outlook</li>
<li>More government  deals in the critical minerals sector support our outlook</li>
<li>Grasberg mine accident and closure highlights tightness in the copper market</li>
</ul>


A review of recent events/data impacting our investment themes and outlook
More government  deals in the critical minerals sector support our outlook
Grasberg mine accident and closure highlights tightness in the copper market


Overview #36 - AI Hype, Mineral Might, and the Nuclear Revival

Breaking Down the Mining News of the Day, Money of Mine

Money of Mine

Breaking Down the Mining News of the Day

An ex-underground miner, an ex-investment banker, and an ex-equity research guy breaking down the mining news of the day. It's a bit of entertainment, information, and occasionally some alpha.

Thematic (Sector/Industry)

<ul><li>Switching to contrarian investments in commodities that are currently out of favor such as coal and lithium</li><li>Strategy involves looking for companies with large, low cost sources of supply and positioning for long-term potential</li><li>Portfolio approach taken to invest in a few select names in the commodity sector, with a focus on companies with potential for future growth and value upside</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Switching to contrarian investments in commodities that are currently out of favor such as coal and lithiumStrategy involves looking for companies with large, low cost sources of supply and positioning for long-term potentialPortfolio approach taken to invest in a few select names in the commodity sector, with a focus on companies with potential for future growth and value upsideThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Contrarian Bets: Brian Laks on Lithium, Coal & Uranium

United States

Albemarle Corporation produces specialty and fine chemicals.  The Company's chemicals are additives to or intermediates for plastics, polymers and elastomers, cleaning products, agricultural compounds, pharmaceuticals, photographic chemicals, drilling compounds, and biocides.  Albemarle produces the majority of its products in the United States.

Price Gauge
52-week Range	0.00 - 0.00
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Albemarle Corp (ALB US)

Solactive Global Lithium Index Rebalance: Two Adds and Capping Changes

There are 2 adds and capping changes for the Global Lithium Index next week. Estimated one-way turnover is 26.3% and the round-trip trade is...

Brian Freitas

OV #37 – From Chips to Ships: Markets Rattle as Trade War Escalates

A review of recent events/data impacting our investment themes and outlook. We look at the fallout from the recent escalation of the trade war

Rikki Malik

Q4 Outlook for Our Investment Themes

A review of the performance of how our major investment themes have performed in 2025 and our outlook for Q4 and beyond.

Rikki Malik

Overview #36 - AI Hype, Mineral Might, and the Nuclear Revival

A review of recent events/data impacting our investment themes and outlook. We look at recent news impacting commodities

Rikki Malik

Contrarian Bets: Brian Laks on Lithium, Coal & Uranium

The speaker discusses their research on changing commodity markets, focusing on areas like gold and metals while considering opportunities in coal...

Money of Mine

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Solactive Global Lithium Index Rebalance: Two Adds and Capping Changes

There are 2 adds and capping changes for the Global Lithium Index next week. Estimated one-way turnover is 26.3% and the round-trip trade is...

Brian Freitas

OV #37 – From Chips to Ships: Markets Rattle as Trade War Escalates

A review of recent events/data impacting our investment themes and outlook. We look at the fallout from the recent escalation of the trade war

Rikki Malik

Q4 Outlook for Our Investment Themes

​A review of the performance of how our major investment themes have performed in 2025 and our outlook for Q4 and beyond.

Rikki Malik

Overview #36 - AI Hype, Mineral Might, and the Nuclear Revival

A review of recent events/data impacting our investment themes and outlook. We look at recent news impacting commodities

Rikki Malik

Contrarian Bets: Brian Laks on Lithium, Coal & Uranium

The speaker discusses their research on changing commodity markets, focusing on areas like gold and metals while considering opportunities in coal...

Money of Mine

A review of the performance of how our major investment themes have performed in 2025 and our outlook for Q4 and beyond.