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

Food & Life Cos (3563 JP) Tactical Outlook: Buy or Wait for Pullback?

JX Advanced Metals (5016 JP) Big Buyback, Big CB, Disappointing Guidance, Stock De-Frothing

[Quiddity Index] Nikkei 225 Sep26 Rebal - Changing Horses on the Top DELETE

[Quiddity Index] Nikkei 225 Sep26 Rebal - 2 Auto ADDs, 1 Cap, Probably a Sector ADD

[Quiddity Index] Nikkei 225 Sep26 Rebal - 2 Auto ADDs, M-A-Y-B-E 1 Extra, 2 Caps

[Quiddity Index] Nikkei 225 Sep26 Rebal Preview Update - 2 Auto ADDs, 1 Extra, 1 Cap, NEW DELs

Quiddity Advisors

Index Rebalance

<ul>
<li>Less than a week ago, I wrote about my expectations for the Nikkei 225 September rebal. </li>
<li>I had been writing for months about the nature of the decision tree, and one of those branches has, well, branched. </li>
<li>That changes my expectation for the Nikkei 225 Sep26 rebal, the third ADD has changed. And the ticker labelled atop this insight is not it.</li>
</ul>


Less than a week ago, I wrote about my expectations for the Nikkei 225 September rebal. 
I had been writing for months about the nature of the decision tree, and one of those branches has, well, branched. 
That changes my expectation for the Nikkei 225 Sep26 rebal, the third ADD has changed. And the ticker labelled atop this insight is not it.


[Quiddity Index] Nikkei 225 Sep26 Rebal - Changing Horses on the Third ADD