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 Leaderboard HSIII Sep26: Announcement in Two Weeks; 5 Changes Likely

Quiddity Leaderboard CSI Medical Dec26: US$408mn One-Way Flows; 5 ADDs/DELs Expected

Quiddity Leaderboard ChiNext & ChiNext 50 Dec26: Expected ADDs/DELs Can Change; US$655mn One-Way

Quiddity Leaderboard ChiNext & ChiNext 50 Dec26: Many Changes; US$2.1bn+ Combined One-Way Flows

Quiddity Leaderboard CSI 1000 Dec26: Inflow Names in a Meltdown!

Quiddity Leaderboard CSI 300/​​500 Dec26: US$11bn Combined One-Way Flow

Quiddity Leaderboard STAR 50/100 Sep26: ADDs/DELs Mostly Final; ~US$2bn Combined One-Way Flow

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The ChiNext index represents the performance of the 100 largest and most liquid A-share stocks listed on the ChiNext Market of the Shenzhen Stock Exchange.</li>
<li>Currently, we expect 6 changes for the ChiNext index and 5 changes for the ChiNext 50 index in the next index rebal event.</li>
<li>The ChiNext and ChiNext 50 index rebal events could trigger US$226mn and US$220mn in one-way flows respectively.</li>
</ul>


The ChiNext index represents the performance of the 100 largest and most liquid A-share stocks listed on the ChiNext Market of the Shenzhen Stock Exchange.
Currently, we expect 6 changes for the ChiNext index and 5 changes for the ChiNext 50 index in the next index rebal event.
The ChiNext and ChiNext 50 index rebal events could trigger US$226mn and US$220mn in one-way flows respectively.


Quiddity Leaderboard ChiNext & ChiNext 50 Dec26: Momentum Against the Expected ADDs Vs DELs Trade

DapuStor

Quiddity Leaderboard ChiNext & ChiNext 50 Dec26: Momentum Against the Expected ADDs Vs DELs Trade