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

S&P/ASX 200 Outlook Following Proposed Index Rule Review

Quiddity Leaderboard NIFTY Sep25: Multiple Changes to Expected ADDs/DELs; New Pair Trade Ideas

Quiddity Leaderboard TDIV Jun25: US$2.5bn One-Way; Several High-Impact Flow Names

Quiddity ASX Jun25 Results: All Expected ADDs/DELs Correct, One Extra ADD/DEL, LONGs up 5% Vs SHORTs

Quiddity Leaderboard ASX Sep25: Spartan-Ramelius Deal Consequences + Many High-Impact Index Changes

Quiddity Leaderboard ChiNext & ChiNext 50 Dec25: ~US$600mn Collective One-Way Flows

Quiddity Leaderboard CSI 300/​​500 Dec25: US$5bn+ One Way Flows; Emphasis Should Be on NET Flows

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>Couple of days ago, I published my index change expectations for the ASX index family in the run up to the September 2025 index review (<a href="https://www.smartkarma.com/insights/quiddity-leaderboard-asx-sep25-spartan-ramelius-deal-consequences-many-high-impact-index-changes" target="_blank" rel="noopener">link</a>).</li>
<li>After market close yesterday, the index provider announced a market consultation on potential changes to the index methodology which could become effective during the September review if it gets approved.</li>
<li>This is a short insight with our revised ranks for the potential ADDs and DELs <em>assuming the market consultation gets approved.</em>
</li>
</ul>


Couple of days ago, I published my index change expectations for the ASX index family in the run up to the September 2025 index review (link).
After market close yesterday, the index provider announced a market consultation on potential changes to the index methodology which could become effective during the September review if it gets approved.
This is a short insight with our revised ranks for the potential ADDs and DELs assuming the market consultation gets approved.



Quiddity Leaderboard ASX Sep25: Update with New Important Market Consultation Implications

EBOS Group

Quiddity Leaderboard ASX Sep25: Update with New Important Market Consultation Implications