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

Quiddity Leaderboard HSTECH Dec25: One Index Change Likely; US$650mn One-Way with Capping

Quiddity STAR 50/100 Sep25 Results: 11/12 Expected ADDs/DELs Correct; Large Outflow for Cambricon

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

TOPIX Inclusions: Who Is Ready (Sep 2025)

Quiddity ASX Sep25 Results: ADDs Up Vs DELs Post-Announcement; Positioning Might Be Significant

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Tianjin Zhonghuan Semiconductor / Index Rebalance

Tianjin Zhonghuan Semiconductor (002129 CH)

<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 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 11 ADDs/DELs for the CSI 300 index and 50 ADDs/DELs for the CSI 500 index.</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 take a look at the potential ADDs and DELs leading the race for the semiannual index rebal event in December 2025.
Currently, we see 11 ADDs/DELs for the CSI 300 index and 50 ADDs/DELs for the CSI 500 index.


Shanghai Electric Group Company (601727 CH)

Xizang Haisco Pharmaceutical Group Co (002653 CH)

Shaanxi Beiyuan Chemical Industry Group (601568 CH)

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

Tianjin Zhonghuan Semiconductor

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

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