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 NIFTY Mar 25: US$1.2bn Collective One-Way Flows but Momentum Is Negative

Quiddity Leaderboard BSE/​​​​SENSEX Jun 25: Two Sensex Changes Could Trigger US$440mn One-Way Flows

Quiddity Leaderboard CSI All Share Semiconductors Jun25: Good Momentum for Exp ADDs Vs DELs Trade

Quiddity Leaderboard HSCEI Mar 25: China Resources Power (836 HK) Could Replace Li Ning (2331 HK)

[Quiddity Index Jan25] Nikkei 225 Mar Rebal: 3 IN, 3 OUT, $3bn One Way

Quiddity Leaderboard CSI 300/​​500 Jun 25: ~US$5.9bn Collective One-Way Flows

China A-Share Consumer Staples: An Analysis of the Opportunities Ahead

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Shanghai Electric Group Company / Index Rebalance

Shanghai Electric Group Company (601727 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 <em>next</em> 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 June 2025.</li>
<li>Currently, we see 6 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 June 2025.
Currently, we see 6 ADDs/DELs for the CSI 300 index and 50 ADDs/DELs for the CSI 500 index.


Hebei Broadcasting Wireless Media (301551 CH)

Quiddity Leaderboard CSI 300/​​500 Jun 25: Large Flows; Some Inflow Names Could Outperform Index

Shanghai Electric Group Company

Quiddity Leaderboard CSI 300/​​500 Jun 25: Large Flows; Some Inflow Names Could Outperform Index

Quiddity Leaderboard CSI 300/500 Jun 25: Large Flows; Some Inflow Names Could Outperform Index