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

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

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

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

[Quiddity Index] Nikkei 225 Sep26 Rebal - Advantest Capped, Three In/Out Likely, New Rules for Later

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

[Japan Offering] ARCHION (543A) Prices Today (?) - Big Picture Growth Priced Cheaply

Quiddity Advisors

Index Rebalance

<ul>
<li>Three weeks ago, I published my "final expected list" for the Nikkei 225 Sep26 Rebal. This used the new Industry/Sector created, following the Guidebook. </li>
<li>I had looked at the language of the consultation and the language and made an assumption. </li>
<li>Developments since then warrant a second look, and an exploration into what MIGHT BE possible. </li>
</ul>


Three weeks ago, I published my "final expected list" for the Nikkei 225 Sep26 Rebal. This used the new Industry/Sector created, following the Guidebook. 
I had looked at the language of the consultation and the language and made an assumption. 
Developments since then warrant a second look, and an exploration into what MIGHT BE possible. 


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

Food & Life Cos

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