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 T50/​​​100 Mar26: Final Ranks; One TDIV DEL Likely

Quiddity T50/100/TDIV Mar26 Results: 100% Hit Rate; US$1.7bn+ Total One-Way Flows

Quiddity Leaderboard HSIII Jun26/Sep26: Minimal Flows in June; Multiple Changes in September

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

Quiddity Leaderboard CSI 300/​​500 Jun26: Mega Flows; Some Large Individual Flow Names Too

Quiddity Leaderboard ChiNext & ChiNext 50 Jun26: ~US$1.86bn Combined One-Way Flow; Ranks Can Change

Quiddity Predictions for the Major Global Index Rebal in Feb 2026

TOPIX Inclusions: Who Is Ready (Feb 2026)

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>The ChiNext 50 index is a subset of the ChiNext Index and it consists of the top 50 names in the ChiNext index with the highest daily average turnover.</li>
<li>We see 7 changes for the ChiNext index and 5 changes for the ChiNext 50 index in the next index rebal event in June 2026.</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.
The ChiNext 50 index is a subset of the ChiNext Index and it consists of the top 50 names in the ChiNext index with the highest daily average turnover.
We see 7 changes for the ChiNext index and 5 changes for the ChiNext 50 index in the next index rebal event in June 2026.


Chongqing Zhifei Biological Products (300122 CH)

Shanghai Wangsu Science & Technology Co (300017 CH)

Shenzhen Kangtai Biological Pr (300601 CH)

Yunnan Botanee Bio-Technology (300957 CH)

Hunan Yuneng New Energy Battery Material (301358 CH)

Quiddity Leaderboard ChiNext & ChiNext 50 Jun26: Some Changes to Expectations

Jafron Biomedical

Quiddity Leaderboard ChiNext & ChiNext 50 Jun26: Some Changes to Expectations