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

The BOJ Twists Its ETF Buys - The Data Tables

The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards?

JAPAN FLOW II:  Just What ETFs Does the BOJ Buy? Could We See an April2000-Style Nikkei 225 Rebal?

Thematic (Sector/Industry)

<p>Today, after a period of "Comprehensive Assessment" of its QQE policy and program, the BOJ has done its own 'Operation Twist.' I am sitting in an airport awaiting my once-again-delayed plane so this will be short. I will only here deal with the ETF portion of the policy changes. There are some other things here in the policy statement which bear more scrutiny. The initial market reaction seemed to be one of relief that the BOJ didn't make NIRP more NIRP-y. The second may be in relation to the…</p>

Today, after a period of "Comprehensive Assessment" of its QQE policy and program, the BOJ has done its own 'Operation Twist.' I am sitting in an airport awaiting my once-again-delayed plane so this will be short. I will only here deal with the ETF portion of the policy changes. There are some other things here in the policy statement which bear more scrutiny. The initial market reaction seemed to be one of relief that the BOJ didn't make NIRP more NIRP-y. The second may be in relation to the…

Listed Index Fund JPX-Nikkei Index 400 (1592 JP)