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 PASSIVE:  The Nikkei 225 Baskets if BOJ Changes

JAPAN PASSIVE:  BOJ Heading For Trouble with Nikkei 225

Quiddity Advisors

Event-Driven

I often label these insights "Tuesday and Wednesday" because it has often been a Tuesday and Wednesday. This autumn's version is called "Thursday and Friday."
Friday is, by my calculation, worth ¥3,548,118,271,100 or US$33 billion. 
Impact is theoretically about ¥1.1 trillion.
Historically, the impact on September is not as big as March, but it is worth knowing about. And if you have portfolios to adjust, there will be opportunities to take advantage of style bias seasonality.

I often label these insights "Tuesday and Wednesday" because it has often been a Tuesday and Wednesday. This autumn's version is called "Thursday and Friday."
Friday is, by my calculation, worth ¥3,548,118,271,100 or US$33 billion. 
Impact is theoretically about ¥1.1 trillion.
Historically, the impact on September is not as big as March, but it is worth knowing about. And if you have portfolios to adjust, there will be opportunities to take advantage of style bias seasonality.

Sumitomo Mitsui Financial Group (8316 JP)

Mitsubishi UFJ Financial (MUFG) (8306 JP)

NTT (Nippon Telegraph & Telephone) (9432 JP)

Sep Div Date in Japan - Still Interesting, Still Significant

Nomura ETF Topix

Sep Div Date in Japan - Still Interesting, Still Significant