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 T50/​​​100 Dec25: Final Ranks; Tung Ho Escapes TDIV Deletion!

Quiddity Leaderboard TDIV Dec25: Final Expectations: Many Changes to Rankings; Final Expectations

Quiddity CSI 300/​​500 Dec25 Results: 90% Hit Rate (110/121 Correct); US$9.5bn Combined One-Way Flow

Quiddity Leaderboard T50/​​​100 Dec25: High-Impact Passive Sell-Off for Shanghai Commercial (5876)

[Quiddity Index] Predictions for the Global Index Provider Rebal in November 2025

Quiddity Leaderboard ASX Dec25: LNW Float Revision; Gold Names Rally; More Surprises Possible

Quiddity Advisors

Index Rebalance

<ul>
<li>A major global index provider announced its quarterly review on 5th November 2025. The rebalance will take place on 24th November 2025.</li>
<li>There were 133 changes announced. We got 115 of these 133 changes - around 86%.</li>
<li>In this insight, we have presented our final flow expectations for the confirmed index changes and provide a few comments on specific situations.</li>
</ul>


A major global index provider announced its quarterly review on 5th November 2025. The rebalance will take place on 24th November 2025.
There were 133 changes announced. We got 115 of these 133 changes - around 86%.
In this insight, we have presented our final flow expectations for the confirmed index changes and provide a few comments on specific situations.


[Quiddity Index] Final Flows for the Major Global Index Rebal in November 2025: US$42bn One-Way

Yakult Honsha

[Quiddity Index] Final Flows for the Major Global Index Rebal in November 2025: US$42bn One-Way