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

Quiddity Leaderboard NIFTY Mar27: Some High-Impact ADDs/DELs; ~US$1.3bn Combined One-Way Flow

Quiddity Leaderboard BSE ​​​​SENSEX Dec26: One Change Likely But Multiple Other Outcomes Possible

Quiddity Leaderboard CSI Medical Dec26: Expectations Have Changed; US$301mn One-Way

[Quiddity Index] Nikkei 225 Sep26 Rebal - New Rules NOW (Not Later) But 3 ADDs Remain Unchanged

[Quiddity Index] Nikkei 225 Sep26 Rebal - Difficult Deletes and Mathing the Math on Three Caps

[Quiddity Index] Nikkei 225 Sep26 Rebal Results: 3 ADDs, 3 DELs, No New Rules Impact

[Japan Flow] Don't Sleep on Kokusai Elec (6525) Index Flows

Quiddity Advisors

Index Rebalance

<ul>
<li>The September 2026 Nikkei 225 Review was announced today. Results are discussed in <a href="https://www.smartkarma.com/insights/quiddity-index-nikkei-225-sep26-rebal-results-3-adds-3-dels-no-new-rules-impact" target="_blank" data-smartkarma-citation="insights:266702" rel="noopener">[Quiddity Index] Nikkei 225 Sep26 Rebal Results: 3 ADDs, 3 DELs, No New Rules Impact</a>. </li>
<li>Things went roughly as predicted for the selection of data they chose (there was a question about industry categorisation). Some people questioned discretionary ordering. That's settled. </li>
<li>With 92% of the Mar27 rebal data period behind us, we take a brief look at what the March 2027 rebal. It's kind of confusing. The third delete is tough. </li>
</ul>


The September 2026 Nikkei 225 Review was announced today. Results are discussed in [Quiddity Index] Nikkei 225 Sep26 Rebal Results: 3 ADDs, 3 DELs, No New Rules Impact. 
Things went roughly as predicted for the selection of data they chose (there was a question about industry categorisation). Some people questioned discretionary ordering. That's settled. 
With 92% of the Mar27 rebal data period behind us, we take a brief look at what the March 2027 rebal. It's kind of confusing. The third delete is tough. 


[Quiddity Index] Advance Look at March 2027 Nikkei 225 Rebal Predictions - The 3rd DELETE Is Tough

Food & Life Cos

[Quiddity Index] Advance Look at March 2027 Nikkei 225 Rebal Predictions - The 3rd DELETE Is Tough