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

Quiddity CSI 1000 Dec25 Results: 88% Hit Rate; 100 ADDs/DELs; ~US$2.5bn One-Way

Quiddity Leaderboard CSI 300/​​500 Dec25: Final Expectations; Huge Flows

Quiddity Leaderboard CSI 1000 Dec25: ~US$3bn One-Way Flows Expected

Quiddity Leaderboard ChiNext & ChiNext 50 Dec25: Multiple Changes to Expectations; New Ideas

Quiddity Leaderboard ChiNext & ChiNext 50 Dec25: Final Expectations; US$1bn+ Combined One-Way Flows

Quiddity Leaderboard STAR 50/100 Dec25: Final Expectations; New Ideas

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Dazhong Transportation (Group) - A / Index Rebalance

Dazhong Transportation (Group) - A (600611 CH)

<ul>
<li>CSI 1000 represents the next 1000 largest stocks by market cap and liquidity from the Shanghai and Shenzhen Exchanges after CSI 800. </li>
<li>In this insight, we have presented our final expectations for ADDs and DELs for the upcoming semiannual index rebal event in December 2025.</li>
<li>We expect 100 ADDs/DELs for the CSI 1000 index during this index review based on the latest available data. </li>
</ul>


CSI 1000 represents the next 1000 largest stocks by market cap and liquidity from the Shanghai and Shenzhen Exchanges after CSI 800. 
In this insight, we have presented our final expectations for ADDs and DELs for the upcoming semiannual index rebal event in December 2025.
We expect 100 ADDs/DELs for the CSI 1000 index during this index review based on the latest available data. 


Quiddity Leaderboard CSI 1000 Dec25: Final Expectations; ~US$2.9bn One-Way