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 Leaderboard CSI All Share Semiconductors Dec25: Few Changes to Expectations

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

Quiddity Leaderboard STAR 50/100 Dec25: >US$2bn Combined One-Way Flows; Exp DELs Vs Peers Pair Ideas

Quiddity Leaderboard CSI 300/​​500 Dec25: Trade Moving in the Right Direction; Large Flows Expected

Quiddity Leaderboard STAR 50/100 Sep25: Final Expectations; New Pair Trades

Quiddity Leaderboard ChiNext & ChiNext 50 Dec25: ~US$900mn Combined Flows One-Way; New Pair Trades

TOPIX Inclusions: Who Is Ready (Aug 2025)

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Jiangxi Zhengbang Tech A / Index Rebalance

<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 take a look at the potential ADDs and DELs leading the race for the semiannual index rebal event in December 2025.</li>
<li>Currently, we see 100 ADDs/DELs for the CSI 1000 index.</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 take a look at the potential ADDs and DELs leading the race for the semiannual index rebal event in December 2025.
Currently, we see 100 ADDs/DELs for the CSI 1000 index.


Yuan Longping High-tech Agricu (000998 CH)

Chongqing Sanfeng Environment (601827 CH)

Quiddity Leaderboard CSI 1000 Dec25: US$2.8bn One-Way; Strong Momentum for ADDs V DELs