Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>Every year it's the same trade. But sometimes it is not. This year it is Friday and Monday. Or not. Historically, the day before ex-date and ex-date see outright performance.</li>
<li>The month-end and quarter-end bring big flows, or not, depending on how things have gone. This year they have gone well for equities, so odds are flows are smaller.</li>
<li>Over the past 10 years or so, the two-day return on the <em>March</em> trade is pretty good. The September trade appears to be more mixed. </li>
</ul>


Every year it's the same trade. But sometimes it is not. This year it is Friday and Monday. Or not. Historically, the day before ex-date and ex-date see outright performance.
The month-end and quarter-end bring big flows, or not, depending on how things have gone. This year they have gone well for equities, so odds are flows are smaller.
Over the past 10 years or so, the two-day return on the March trade is pretty good. The September trade appears to be more mixed. 


The 2025 Japan September-End Rebal and Dividend Trade

Japan

Japan Business Systems, Inc. offers information technology services. The Company provides system integration, application development, cloud integration, cloud services, and other services. Japan Business Systems also offers license products.

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Japan Business Systems (5036 JP)

The 2025 Japan September-End Rebal and Dividend Trade

Every year (every half year) it is the same trade. Dividend reinvestment for passive funds. This September it "should" be ¥2trln+ but it will...

Travis Lundy

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