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 ChiNext & ChiNext 50 Jun26 Results: Negative Post-Announcement Reaction; US$2bn+ One-Way

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

Quiddity Leaderboard HSTECH Jun26: High-Impact Deletions Likely; ~US$1.4bn One-Way

Quiddity STAR 50/100 Jun26 Results: 7/8 Correct for STAR 50, Some Surprises Among STAR 100 ADDs

Quiddity Leaderboard HSCEI Jun26: Announcement Next Week; US$196mn One-Way

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The June 2026 index review results for China's CSI 300 and CSI 500 indices were announced after market close on Friday 29th May 2026.</li>
<li>There will be 19 ADDs/DELs for CSI 300 and 50 ADDs/DELs for CSI 500.</li>
<li>The CSI 300 and CSI 500 index rebal events could trigger US$4.7bn and US$4.4bn in one-way flows respectively.</li>
</ul>


The June 2026 index review results for China's CSI 300 and CSI 500 indices were announced after market close on Friday 29th May 2026.
There will be 19 ADDs/DELs for CSI 300 and 50 ADDs/DELs for CSI 500.
The CSI 300 and CSI 500 index rebal events could trigger US$4.7bn and US$4.4bn in one-way flows respectively.


Shanghai Electric Group Company (601727 CH)

Beijing Tiantan Biological Products (600161 CH)

Shandong Himile Mechanical Science & Technology (002595 CH)

Shandong Himile Mechanical Science & Technology

Shanghai RAAS Blood Products C (002252 CH)

Quiddity CSI 300/​​500 Jun26 Results: 86% Correctly Predicted; Large Flow Event Despite Drop in AUM

Hainan Airlines Co

Quiddity CSI 300/500 Jun26 Results: 86% Correctly Predicted; Large Flow Event Despite Drop in AUM

Hainan Airlines Co

Quiddity CSI 300/​​500 Jun26 Results: 86% Correctly Predicted; Large Flow Event Despite Drop in AUM

Quiddity CSI 300/500 Jun26 Results: 86% Correctly Predicted; Large Flow Event Despite Drop in AUM