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 STAR 50/100 Jun26: Discretionary Powers and Borderline Eligibility Issues

Quiddity Leaderboard CSI Medical Jun26: Some Names Still Close to the Border

Quiddity Leaderboard ChiNext & ChiNext 50 Jun26: Expected ADDs/DELs Can Change; US$1bn+ One-Way

Quiddity STAR 50/100 Mar26 Results: 6/6 STAR 50 Changes Correctly Predicted; Some STAR 100 Surprises

[Quiddity Index] Nikkei 225 Sep26 Rebal Preview Update - 2 Auto ADDs, 1 Extra, 1 Cap, NEW DELs

Quiddity Leaderboard CSI 300/​​500 Jun26: Flow Sizes Drop; Net Inflows Underperform Net Outflows

[Quiddity Index] Nikkei 225 Mar-2026 Rebal: Kioxia, PPIH IN, Casio GS Yuasa OUT. Big End-Mar Flows.

Quiddity Advisors

Pan-Asia Catalysts/Events

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>Here we look at the June 2026 rebal. Currently, we see 16 ADDs/DELs for the CSI 300 index and 50 ADDs/DELs for the CSI 500 index.</li>
<li>The "rising midcaps" (CSI 500 to 300, and CSI 500 predicted inclusions) have been on a very strong run. Market participants de-grossing, if it continues, could cause some pain.</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.
Here we look at the June 2026 rebal. Currently, we see 16 ADDs/DELs for the CSI 300 index and 50 ADDs/DELs for the CSI 500 index.
The "rising midcaps" (CSI 500 to 300, and CSI 500 predicted inclusions) have been on a very strong run. Market participants de-grossing, if it continues, could cause some pain.


Hangzhou Tigermed Consulting (A) (300347 CH)

Xinjiang Goldwind Science & Technology (002202 CH)

Shanghai RAAS Blood Products C (002252 CH)

Yangtze Optical Fibre & Cable (601869 CH)

Verisilicon Microelectronics S (688521 CH)

Quiddity Leaderboard CSI 300/​​500 Jun26: US$7.8bn Combined One-Way Flows

Piotech

Quiddity Leaderboard CSI 300/500 Jun26: US$7.8bn Combined One-Way Flows

Piotech

Quiddity Leaderboard CSI 300/​​500 Jun26: US$7.8bn Combined One-Way Flows

Quiddity Leaderboard CSI 300/500 Jun26: US$7.8bn Combined One-Way Flows