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 ASX Mar26 Results: 43 Changes; Some Surprises; US$1.34bn Total One-Way Flows

Quiddity Leaderboard ASX Jun26: Two Intra-Review Replacements Possible + More Regular Changes

Quiddity Leaderboard T50/​​​100 Jun26: One TDIV DEL In the Money; Two More Close to the Border!

TOPIX Index Upweights: An Early Preview Of "The Big April Basket" 2026; US$1bn+ Index Flows Possible

[Quiddity Index] Nikkei 225 Mar26 Rebal - 2 ADDs (3rd Poss?), 2 DELs, 1 CAP

Quiddity ASX Dec25 Results: 19/20 Correctly Predicted; US$770mn Combined One-Way Flow; Avoid Crowds

TOPIX Inclusions: Who Is Ready (Feb 2026)

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>In this insight, we have presented our latest expectations for ASX 300, 200, 100, 50, and 20 in the run-up to the March 2026 index rebal event.</li>
<li>Our expectations for ASX 20, 50, and 100 have changed as we anticipated might (in our last insight) might happen. The reference period is about to end soon.</li>
<li>We now expect one change for ASX 20, two changes for ASX 50, two changes for ASX 100, three changes for ASX 200, and 15 ADDs/8 DELs for ASX 300.</li>
</ul>


In this insight, we have presented our latest expectations for ASX 300, 200, 100, 50, and 20 in the run-up to the March 2026 index rebal event.
Our expectations for ASX 20, 50, and 100 have changed as we anticipated might (in our last insight) might happen. The reference period is about to end soon.
We now expect one change for ASX 20, two changes for ASX 50, two changes for ASX 100, three changes for ASX 200, and 15 ADDs/8 DELs for ASX 300.


Quiddity Leaderboard ASX Mar26: Multiple Changes to Key Ranks as Anticipated; Many High-Impact Names

SRG Global

Quiddity Leaderboard ASX Mar26: Multiple Changes to Key Ranks as Anticipated; Many High-Impact Names