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

Quiddity Leaderboard HSCEI Dec25: Three Index Change Possible; ~US$264mn One-Way; Announcement Soon

Quiddity JPX-Nikkei 400 Rebal 2026: End-Nov 2025 Ranks

Quiddity Leaderboard TDIV Dec25: ~US$3bn One-Way; Some Changes to Expectations; New Ideas

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

Quiddity Leaderboard CSI 300/​​500 Dec25: Inflows Vs Outflows Positive So Far But Time For Caution

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

Quiddity Leaderboard CSI All Share Semiconductors Dec25: Some Names Have Crossed the Border

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Huadian New Energy Group / Index Rebalance

<ul>
<li>CSI 300 represents the 300 largest stocks by market cap and liquidity from the Shanghai and Shenzhen Exchanges. CSI 500 is the next 500 names.</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 11 ADDs/DELs for the CSI 300 index and 50 ADDs/DELs for the CSI 500 index during this index review based on the latest available data. US$11bn total flows.</li>
</ul>


CSI 300 represents the 300 largest stocks by market cap and liquidity from the Shanghai and Shenzhen Exchanges. CSI 500 is the next 500 names.
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 11 ADDs/DELs for the CSI 300 index and 50 ADDs/DELs for the CSI 500 index during this index review based on the latest available data. US$11bn total flows.


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

Huadian New Energy Group

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

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