Index Rebal Trades & 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 Trades & Special Situations

Quiddity Leaderboard CSI All Share Semiconductors Jun25: Final Expectations

Quiddity Leaderboard ASX Jun25: LONGs up 6% Vs SHORTs; Strong Alpha; Reference Period Ending Soon

Quiddity Leaderboard CSI Medical Jun25: Three ADDs/DELs Likely; US$146mn One-Way; 1x-5x ADV

China A-Share Consumer Staples: An Analysis of the Opportunities Ahead

Quiddity Leaderboard CSI 300/​​500 Jun25: Momentum Turning Positive for This Major Rebal Trade

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Shanghai Haohai Biological Tec / Index Rebalance

Shanghai Haohai Biological Tec (688366 CH)

<ul>
<li>The June 2025 index review results for the CSI Medical Service Index were announced after market close on Friday 30th May 2025.</li>
<li>There will be 6 changes for the CSI Medical Service index.</li>
<li>We expect one-way flows of approximately US$286mn in the June 2025 index rebal event.</li>
</ul>


The June 2025 index review results for the CSI Medical Service Index were announced after market close on Friday 30th May 2025.
There will be 6 changes for the CSI Medical Service index.
We expect one-way flows of approximately US$286mn in the June 2025 index rebal event.


Quiddity CSI Medical Jun25 Results: 6 ADDs/DELs Confirmed; US$286mn One-Way Flows