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

*NEW* USTR Section 301 Proposed Actions on China Maritime Dominance

US Banks - Loans to Other FI's and Cash, Are Driving Most All Growth, Neither Is Positive

Daihatsu Diesel's (6023) Big Buyback and Quasi Change of Control

Daihatsu Diesel (6023) - Is Not Directly Auto-Tariff-Related

The USTR's New "Proposed Actions" For Section 301 Investigation on China's Maritime/Shipping Sectors

Daihatsu Diesel (6023) Buyback Tender Results Signal Overhang and Opportunity

Quiddity Advisors

Event-Driven

<ul>
<li>The original issues were discussed in depth in <a href="https://www.smartkarma.com/insights/the-ustr-s-new-proposed-actions-for-section-301-investigation-on-china-s-maritime-shipping-sectors" target="_blank" data-smartkarma-citation="insights:178938" rel="noopener">The USTR's New "Proposed Actions" For Section 301 Investigation on China's Maritime/Shipping Sectors</a> (now unpaywalled). Hearings took place 24-26 March 2025. </li>
<li>The hearings were long, and comments were predictable. Those supporting the measures offered evidence which was simply incorrect. Those against tried. Post-hearing comments were due 2 April. </li>
<li>We don't yet know what will happen, but if they stay in place, starting 17 April, US exports of grain/pulses, coal, etc will suffer. Imports will see higher costs too.</li>
</ul>


The original issues were discussed in depth in The USTR's New "Proposed Actions" For Section 301 Investigation on China's Maritime/Shipping Sectors (now unpaywalled). Hearings took place 24-26 March 2025. 
The hearings were long, and comments were predictable. Those supporting the measures offered evidence which was simply incorrect. Those against tried. Post-hearing comments were due 2 April. 
We don't yet know what will happen, but if they stay in place, starting 17 April, US exports of grain/pulses, coal, etc will suffer. Imports will see higher costs too.


USTR Hearings on Section 301 China Maritime Dominance - Fees on Chinese Ships

Daihatsu Infinearth

USTR Hearings on Section 301 China Maritime Dominance - Fees on Chinese Ships