Quiddity Leaderboard SP Select Sector Sep26 Rebal: Over US$14bn One-Way Flow Expected
Select Sector flows for the September 2026 SP 500 rebalance are ~US$14bn across 11 sectors, versus ~US$5bn in the SP 500 and ~US$6bn in SP 500...
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Coronavirus as Secular Accelerator II: US Media/Telco Edition
In our weekly notes, we’ve been circling around an insight that is beginning to crystallize. Covid 19 is an accelerator of secular shifts in...
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Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/​10/​​​​​2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
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Quiddity Leaderboard SP Select Sector Jun26 Rebal: One-Way Flow Climbs ~US$4bn In A Month
Over US$37bn of one-way flow expected across SP 500, Select Sectors, and Equal Weight at the June 2026 rebalance. The pending M&A deal could add...
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This Week in Asian Telcos: China Tower IPO the Key Event to Watch Out For
A quick tour of news flow in the Asian telco space in the past week. China: China Tower IPO, SOE reform and 5GChina Tower IPO: The massive China...
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