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 SE600 Mar26 Results: CSG ADD Confirmed; Many Index Changes

Quiddity F100/F250 Mar26 Results: All Expected ADDs/DELs Correct; One High Impact ADD

Quiddity Leaderboard ES50 Sep26: 2 Changes Likely; 6 Months to the Base Date; US$1bn+ Flow Events

Quiddity Leaderboard NIFTY Mar26: Five Changes and US$367mn One-Way Flow NIFTY Next 50

Quiddity Leaderboard BSE ​​​​SENSEX Jun26: One Change Possible; US$357mn One-Way

Quiddity Leaderboard TDIV Mar26: One Delete; ~10x ADV to Sell

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

TOPIX Inclusions: Who Is Ready (Feb 2026)

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>BSE SENSEX represents the 30 largest stocks listed in the Bombay Stock Exchange (BSE) in India. The next rebalance for this index will take place in June 2026.</li>
<li>We previously expected only one index change. However, there is one more name getting close to the border and our expectations for ADDs/DELs can still change.</li>
<li>In this insight, we take a look at the Potential ADDs/DELs and we explain how sector considerations can play a role in the selection of replacement ADDs.</li>
</ul>


BSE SENSEX represents the 30 largest stocks listed in the Bombay Stock Exchange (BSE) in India. The next rebalance for this index will take place in June 2026.
We previously expected only one index change. However, there is one more name getting close to the border and our expectations for ADDs/DELs can still change.
In this insight, we take a look at the Potential ADDs/DELs and we explain how sector considerations can play a role in the selection of replacement ADDs.


Quiddity Leaderboard BSE ​​​​SENSEX Jun26: Sector Consideration Continues to Influence ADDs Choices

Hindalco Industries

Quiddity Leaderboard BSE SENSEX Jun26: Sector Consideration Continues to Influence ADDs Choices

Hindalco Industries

Quiddity Leaderboard BSE ​​​​SENSEX Jun26: Sector Consideration Continues to Influence ADDs Choices

Quiddity Leaderboard BSE SENSEX Jun26: Sector Consideration Continues to Influence ADDs Choices