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 Index] VanEck Gold Miners ETF (GDX) Rebal Results - 8 ADDs, 24 DELs

[Quiddity Index] MV Global Gold Miners Dec25: 2 ADDs Expected; US$1.8bn One-Way Flows

US Banks - Quarterly NCO Rate in 2Q25 -4.7% QoQ, Delinquency Rates -1.9% QoQ

[Quiddity Index] Van Eck Gold Miners ETF (GDX) - Benchmark Change for Sep Rebal - $2.8bn One Way

Quiddity Advisors

Index Rebalance

<ul>
<li>The MV Global Gold Miners Index (GDX) represents the performance of large-cap and mid-cap gold and silver mining companies listed around the world.</li>
<li>This index is reviewed/rebalanced quarterly.  For September, there is a big increase in flow events as the VanEck Gold Miners ETF changes benchmark to the GDX Index.</li>
<li>There are a bunch of changes to go with the change in benchmark leading to US$5.8bn of two-way flows. It's a big deal. </li>
</ul>


The MV Global Gold Miners Index (GDX) represents the performance of large-cap and mid-cap gold and silver mining companies listed around the world.
This index is reviewed/rebalanced quarterly.  For September, there is a big increase in flow events as the VanEck Gold Miners ETF changes benchmark to the GDX Index.
There are a bunch of changes to go with the change in benchmark leading to US$5.8bn of two-way flows. It's a big deal. 


Industrias Penoles, S.A.B. De C.V. (PE&OLES* MM EQUITY)

[Quiddity Index] Van Eck Gold Miners ETF (GDX) Sep25 Rebal - $5.8bn of Gold Stocks To Trade

Artemis Gold

[Quiddity Index] Van Eck Gold Miners ETF (GDX) Sep25 Rebal - $5.8bn of Gold Stocks To Trade