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

Huge Japan Post Insurance Buyback Mooted - Decks Cleared. Time To Buy

The Delayed TOPIX FFW Rebalance: $32bn To Trade

Japan Post Insurance Update - Three Reasons To Buy. Any Overhang Slightly Higher

Gravity Works As WeWork Doesn't; Now Plan B

Quiddity Advisors

Event-Driven

With one day to go until the annual, but this time/year delayed, TOPIX FFW Rebalance, which should see up to $32bn in two-way flow, it appears as if those who put on an anticipatory trade prior to the actual announcement on 8 January have started to exit. This is as I had warned in <a href="https://www.smartkarma.com/insights/the-delayed-topix-ffw-rebalance-32bn-to-trade" target="_blank" data-smartkarma-citation="insights:46902" rel="noopener">The Delayed TOPIX FFW Rebalance: $32bn To Trade</a>. More below the fold.

With one day to go until the annual, but this time/year delayed, TOPIX FFW Rebalance, which should see up to $32bn in two-way flow, it appears as if those who put on an anticipatory trade prior to the actual announcement on 8 January have started to exit. This is as I had warned in The Delayed TOPIX FFW Rebalance: $32bn To Trade. More below the fold. 

TOPIX FFW Rebal: Proceeding But Not Ahead of Plan