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 CSI 1000 Jun26: Ad Hoc Changes Announced; Final Expectations Post-Adjustment

Quiddity CSI 1000 Jun26 Results: 84% Correctly Predicted; ~US$1.2bn One-Way Flow

Quiddity Leaderboard CSI 1000 Dec26: 200 Changes; US$1Bn+ One-Way

Quiddity Leaderboard ChiNext & ChiNext 50 Jun26: Reference Period Ending Soon; Ranks Still Not Final

Quiddity Leaderboard CSI 300/​​500 Jun26: Net Inflow Vs Net Outflow Downtrend Could Reverse

Quiddity Leaderboard CSI 1000 Jun26: Momentum for Net Inflows Vs Outflows Could Continue

Quiddity Leaderboard Hang Seng Index Jun26: BeOne, Zijin, Cosco Shipping Among Our Top 10 Picks

Quiddity Advisors

Pan-Asia Catalysts/Events

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>Currently, we see 100 ADDs/DELs for the CSI 1000 index for the semiannual index rebal event in June 2026.</li>
<li>With approximately 98% of the reference period covered, ADDs and DELs are now broadly stable.</li>
</ul>


CSI 1000 represents the next 1000 largest stocks by market cap and liquidity from the Shanghai and Shenzhen Exchanges after CSI 800.
Currently, we see 100 ADDs/DELs for the CSI 1000 index for the semiannual index rebal event in June 2026.
With approximately 98% of the reference period covered, ADDs and DELs are now broadly stable.


Shanghai Fosun Pharmaceutical (Group) (600196 CH)

Yangtze Optical Fibre & Cable (601869 CH)

Quiddity Leaderboard CSI 1000 Jun26: Strong Outperformance of Net Inflows Vs Net Outflows

QuantumCTek

Quiddity Leaderboard CSI 1000 Jun26: Strong Outperformance of Net Inflows Vs Net Outflows