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

US Banks - Loans to Other FI's and Cash, Are Driving Most All Growth, Neither Is Positive

Daihatsu Diesel's (6023) Big Buyback and Quasi Change of Control

Daihatsu Diesel (6023) - Is Not Directly Auto-Tariff-Related

USTR Hearings on Section 301 China Maritime Dominance - Fees on Chinese Ships

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

Quiddity Advisors

Event-Driven

<ul>
<li>Biden's USTR came out with a flawed Section 301 report on Chinese maritime "dominance" in January. It is not that China shipbuilding is not dominant, but the report was flawed.</li>
<li>In February/March (flawed) measures were proposed. Then mostly minimally-insightful hearings were held. Then Trump came out with an <a href="https://www.whitehouse.gov/presidential-actions/2025/04/restoring-americas-maritime-dominance/" target="_blank" rel="noopener">Executive Order</a> "Restoring America's Maritime Dominance" (that requires looking back 80yrs). </li>
<li>Now we have new USTR Proposed Measures which water down the old ones quite considerably.</li>
</ul>


Biden's USTR came out with a flawed Section 301 report on Chinese maritime "dominance" in January. It is not that China shipbuilding is not dominant, but the report was flawed.
In February/March (flawed) measures were proposed. Then mostly minimally-insightful hearings were held. Then Trump came out with an Executive Order "Restoring America's Maritime Dominance" (that requires looking back 80yrs). 
Now we have new USTR Proposed Measures which water down the old ones quite considerably.


*NEW* USTR Section 301 Proposed Actions on China Maritime Dominance

Daihatsu Diesel Mfg

NEW USTR Section 301 Proposed Actions on China Maritime Dominance