Index Rebal/Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Equity Analyst with 10+ years experience in fundamental and event-driven research.

On Smartkarma, I mainly publish insights on index flow events. This includes predicting regular and intra-review index changes and formulating market-neutral trading strategies based on flow catalysts. I also cover special situations such as mergers & acquisitions, equity offerings, buybacks, and other corporate restructuring events.

Index Rebal/Special Situations

Quiddity Leaderboard CSI 1000 Dec26: 200 Changes; US$1Bn+ One-Way

Quiddity Leaderboard F100/F250 Sep26: Three M&A Deals; Few F250 Changes + a Possible Transfer

Quiddity Leaderboard F100/F250 Sep26: Volex F250 ADD; One-Intra Review F250 DEL Soon

Quiddity Leaderboard CSI 300/​​500 Jun26: Final Expectations; ~US$10bn Collective One-Way Flows

Quiddity Leaderboard ChiNext & ChiNext 50 Jun26: Final Expectations; US$1bn+ Combined One-Way Flows

Quiddity Leaderboard CSI 1000 Jun26: Ad Hoc Changes Announced; Final Expectations Post-Adjustment

Quiddity Leaderboard STAR 50/100 Jun26: Final Expectations; ~US$2.6bn Combined One-Way Flows

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Shaanxi Intl Trust Co Ltd A / Index Rebalance

<ul>
<li>The June 2026 index review results for China's CSI 1000 index were announced after market close on Friday 29th May 2026.</li>
<li>There will be 100 ADDs/DELs for CSI 1000 in the December 2025 rebalance.</li>
<li>The CSI 1000 index rebal event could trigger US$1.2bn in one-way flow.</li>
</ul>


The June 2026 index review results for China's CSI 1000 index were announced after market close on Friday 29th May 2026.
There will be 100 ADDs/DELs for CSI 1000 in the December 2025 rebalance.
The CSI 1000 index rebal event could trigger US$1.2bn in one-way flow.


Zhejiang Weixing New Bldg Mtls (002372 CH)

Qingdao Rural Commercial Bank (002958 CH)

Quiddity CSI 1000 Jun26 Results: 84% Correctly Predicted; ~US$1.2bn One-Way Flow